Mr. Walsh received his Juris Doctor degree from the University of Pennsylvania Law School where he was awarded the W. Foster Reeves, III Award for outstanding work in the area of trusts. He also earned an M.B.A. in Finance from the Wharton Graduate School of Business. Prior to graduate school, Mr. Walsh obtained his Bachelor of Science degree in Accounting from St. Joseph?s University in Philadelphia. Mr. Walsh also earned his Chartered Life Underwriter designation (estate planning with life insurance) from the American College in Pennsylvania.
Prior to establishing his own firm, Mr. Walsh was an estate planning attorney with the law firm of Montgomery, McCracken, Walker & Rhoads in Philadelphia. Mr. Walsh has also worked as a tax specialist at Coopers & Lybrand (currently known as PriceWaterhouseCoopers) and as a director of Advanced Underwriting (estate planning) for The Penn Mutual Life Insurance Company in Philadelphia, providing advanced estate planning advice nationally. Thereafter he spent several years as a lecturer in business insurance and estate planning at the Wharton Graduate School of Business at the University of Pennsylvania. Since then Mr. Walsh has been a frequent lecturer in the area of estate and charitable planning and has authored a number of articles in the area of advanced strategies and techniques in estate, gift and charitable planning.
