BUSINESS AND ESTATE PLANNING • BUSINESS SUCCESSION PLANNING • COMMERCIAL, CORPORATE AND GENERAL BUSINESS • MERGERS & ACQUISITIONS • PROJECT DEVELOPMENT & FINANCE • PRIVATE EQUITY TRANSACTIONS • TAXATION • OIL AND GAS LAW • NONPROFIT ORGANIZATIONS • SPECIAL NEEDS TRUST PLANNING
Albertina D. Lombardi is an attorney in the Firm’s Corporate, Business & Banking and Estate Planning & Trusts Groups. In Ms. Lombardi’s business and estate planning practice, she represents small first-time entrepreneurs, high net-worth clients, and sophisticated business owners in the coordination of their business and estate planning goals, including business succession planning, buy-sell agreements, and deferred compensation plans. She also provides estate planning services related to Pennsylvania oil and gas law. Ms. Lombardi assists commercial, corporate and general business clients with entity selection and the establishment of business entities, financing, private equity transactions, mergers and acquisitions, executive compensation structures, taxation and nonprofit organizations. Ms. Lombardi frequently delivers lectures on issues related to special needs planning, tax and estate planning, entrepreneurial development and business planning.
EDUCATION
- Drexel University, B.S., summa cum laude
- Villanova University School of Law, J.D., cum laude, 1996
BAR ADMISSIONS
- Pennsylvania
- New Jersey
PROFESSIONAL ORGANIZATIONS
- Lehigh Valley Estate Planning Council
- Bucks County Estate Planning Council
- Taxation Section and the Real Property, Probate and Trust Law Section, American Bar Association
- Real Property, Probate and Trust Law Section, Pennsylvania Bar Association
HONORS & AFFILIATIONS
- Named a “Select Lawyer” in:
- Elder Law, Estate Planning/Administration/Probate Law and Taxation Law, 2014 – 2015
- Elder Law, Estate Planning/Administration/Probate Law, 2016 – 2017
- Villanova University Award for Excellence in Litigation
- Student Editor, Environmental Law Journal
- Phi Kappa Phi
COMMUNITY ACTIVITY
- Special Olympics of Pennsylvania
- Special Equestrians
- Association of Adult with Developmental Disabilities
- Central Bucks Special Friends
- Frequent lecturer on issues involved in tax and estate planning, entrepreneurial development, business planning, and special needs planning, including at Lehigh University Tax Forum, the National Business Institute and Special Olympics of Pennsylvania.
CALL DIRECT
610-797-9000, ext. 362
ASSISTANT INFORMATION
Julie Williams
610-797-9000, ext. 350
