Background

Biography
Theodore S. Coxe, Jr., has been practicing law in Pennsylvania since
1995.  He focuses his practice primarily on estate planning and trusts and estates.

Mr. Coxe assists individuals and families with wealth transfer planning, including the use of credit-shelter trusts, marital deduction trusts, generation-skipping tax-exempt trusts and qualified domestic trusts (when the client has a non-citizen spouse).  He provides counsel regarding lifetime and testamentary gift programs, including the use of Section 529 plans, charitable lead trusts, charitable remainder trusts and family foundations.  He advises clients regarding beneficiary designations of life insurance proceeds and retirement plans, and titling of assets between husband and wife.

Mr. Coxe also prepares general durable powers of attorney, durable health care powers of attorney and end-stage health care treatment instructions. 

With a Master of Laws degree in taxation, Mr. Coxe prepares federal and state personal income tax returns, federal estate and gift tax returns, Pennsylvania inheritance tax returns, information returns for charitable trusts, and federal and state income tax returns for estates and trusts.  He represents clients before the Internal Revenue Service, the Pennsylvania Department of Revenue and the Orphans' Courts of the five counties of southeastern Pennsylvania.

Mr. Coxe is a member of the Probate and Tax Section of the Montgomery Bar Association.

Credentials
Bar Admissions:

o Pennsylvania, 1995
o Maine, 1995 (inactive)
o Massachusetts, 1992 (retired)


Memberships:

o Pennsylvania Bar Association
o Montgomery Bar Association - Probate and Tax Section


Education:

o LL.M. (Master of Laws), Taxation, 2002
Villanova University School of Law
Villanova, Pennsylvania

o Estate Planning Certificate, 2002
Villanova University School of Law
Villanova, Pennsylvania

o J.D., 1992
University of Maine School of Law
Portland, Maine

o B.A., History, 1985
Trinity College
Hartford, Connecticut

o Diploma, 1981
The Episcopal Academy
Merion, Pennsylvania