ESTATE PLANNING & ADMINISTRATION OF ESTATES & TRUSTS • CORPORATE, BUSINESS & BANKING
Anthony P. Beltrami (“Sonny”) is an attorney in the Firm’s Estate Planning & Administration of Estates & Trusts and Corporate, Business & Banking Groups. His practice primarily focuses on estate planning, estate and trust administration, taxation and business succession planning.
Mr. Beltrami assists clients with the preparation of estate planning documents, including Wills, Trusts, Powers of Attorney and Living Wills. He regularly handles estate and trust administrations, advising Executors and Trustees throughout all stages of the administration.
In addition, Mr. Beltrami assists high net worth clients with advanced estate, gift and generation-skipping tax planning, including the preparation of Irrevocable Trusts and the gifting and transfer of assets, including closely-held business interests.
Mr. Beltrami regularly represents business owners by preparing buy-sell and other ownership agreements, facilitating the transfer or sale of businesses to family members or key employees and assisting with corporate governance. His practice also includes charitable planning, and he helps clients form nonprofit entities and secure tax-exempt status for those entities.
EDUCATION
- Moravian College, B.A., 2017
- Drexel University Thomas R. Kline School of Law, J.D., summa cum laude, 2020
- Graduated second in class
- Editor-in-Chief, Drexel Law Review
- Recipient, Dean’s Award for Exceptional Achievement in Law School
- Drexel Estate Planning Clinic, Volunteer
BAR ADMISSIONS
- Pennsylvania
PROFESSIONAL ORGANIZATIONS
- Pennsylvania Bar Association
- Northampton County Bar Association
- Lehigh County Bar Association
HONORS & AFFILIATIONS
- Named one of “Forty Under 40,” Lehigh Valley Business, 2024
- Chartered Advisor in Philanthropy®
- Recipient, Hecksher, Teillon, Terrill & Sager, P.C. Award in Trusts and Estates
COMMUNITY ACTIVITY
- Board of Directors, Pediatric Cancer Foundation of the Lehigh Valley, 2020-2024
CALL DIRECT
610-797-9000, ext. 345
ASSISTANT INFORMATION
Brittany Kiefer
610-797-9000 ext. 399
