Randy H. Steen

RSteenRandy H. Steen
Of Counsel

Overview
Randy focuses her practice in all aspects of estate, trust, tax, and business succession planning including, but not limited to Special Needs Planning, Wills, Trusts, Powers of Attorney for Finance and Health Care, Charitable Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Tax Planning Strategies, Business Succession Planning, Pre-Nuptial Agreements, Will Contests, Asset Protection Planning, and IRS Disputes.

Randy is a frequent lecturer on various tax, estate, business and retirement planning issues. Randy was a co-author for the Legal Intelligencer regarding tax issues. She also speaks to non-profit groups and families of children and adults with special needs regarding proper estate planning on a pro bono basis. Randy currently sits on the Philadelphia Jewish Family Services Advisory Board for Autistic Children.

Randy also serves on the Philadelphia Volunteers for the Indigent Program, and represented women pro bono in the Philadelphia Region in the class action suit against Dow Chemicals involving breast implant litigation.

Background

Randy started her career in 1993, as an associate in the Philadelphia boutique estate planning law firm of Gerald S. Sussman and Associates, P.C., which later became the Rittenhouse Law Group, PC. In 1999, Randy started her own firm and built a sophisticated trusts, estate and tax planning practice. Randy also became a Certified Mediator and served as an Arbitrator for the Court of Common Pleas in Philadelphia from 2001 to 2003. Interested in diversifying her practice, in 2002 Randy became a Trust Officer for PNC Advisors in Philadelphia. Randy administered trust agreements for high net worth individuals and assisted them in designing and implementing their estate plans. In March, 2009 Randy left PNC Advisors to become the Director of Estate and Business Analysis for Karr Barth Associates/AXA-Advisors, in Bala Cynwyd, PA. As in-house Counsel, Randy supported hundreds of financial advisors and insurance agents on all tax, estate, business, retirement, and investment issues. Randy was responsible for reviewing all estate planning documents and business agreements, analyzing them in light of tax and familial issues. Randy also trained all employees on changes in the tax law and issues relevant to the financial services industry.

Randy received her certification to practice before the Veteran’s Administration in 2009.

Education

Randy received her BA in history from Case Western Reserve University in Cleveland, Ohio and her J.D. from The Temple University Beasley School of Law.

Bar Admissions

  • Pennsylvania
  • U.S. District Court Eastern District of Pennsylvania
  • U.S. Tax Court
  • Veteran’s Administration

Columns, Articles and Seminar Materials

  • To Convert, or Not to Convert to a ROTH IRA, KBA Newsletter
  • Estate Planning in These Uncertain Times, KBA Newsletter
  • ROTH IRA Conversion Seminar
  • Special Needs Planning Seminar