John M. Hartzell, Jr.
Director
Direct Dial: 412-288-2228
John M. Hartzell, Jr. concentrates his practice in the areas of estate planning and wealth management and estate and trust administration. He heads the firm’s Estates and Trusts Group. John also has experience with general corporate and income tax matters. In addition to being an attorney, John is a Certified Public Accountant (Pennsylvania) and spent over seven years in public accounting providing income tax advice to individuals, corporations and flow-through entities, such as partnerships and S-corporations.
Much of the Firm’s estate planning work involves medium to high-net worth clients who use sophisticated techniques to minimize their federal and state death taxes and to transfer their wealth in a controlled manner. John is integrally involved with advanced estate planning, which includes installment sales to intentionally defective grantor trusts, charitable remainder and charitable lead trusts, private foundations, family limited partnerships, and qualified personal residence trusts. He is also involved with the administration of decedents’ estates, many of which must file a Federal death tax return.
Each year John presents estate-planning seminars to lawyers, accountants and financial planners for continuing professional education and to the general public for information concerning wealth preservation and transfer.
Bar Admissions
- Commonwealth of Pennsylvania
- United States Tax Court
Education
- Pennsylvania State University, B.S., Accounting, 1983
- Clarion University, M.B.A., 1988
- Duquesne University, J.D., 1994
Professional Affiliations
- Member, Allegheny County Bar Association (Probate Trust Law Section)
- Member, American Bar Association
- Member, American Institute of Certified Public Accountants
- Member, Estate Planning Council of Pittsburgh
- Member, Pennsylvania Bar Association
- Member, Pennsylvania Institute of Certified Public Accountants