Lindsey Ermey concentrates on estate planning, estate and trust administration, estate and gift tax planning, and charitable giving. Lindsey handles a wide variety of planning situations for individuals and large family groups, including the use of sophisticated estate planning techniques, life insurance planning, and negotiation of premarital agreements. She also advises the Trustees of large, complex trusts in several jurisdictions on tax and administration issues.
Before joining the firm, Lindsey worked in the Institutional Investment Management division at Morgan Stanley.
Professional Highlights
Professional Activities
Philadelphia Bar Association
Philadelphia Estate Planning Council
Recognition & Accomplishments
The Best Lawyers in America, trusts and estates, 2020-2022
Speaking Engagements
"Tax and Estate Law Issues & Planned Giving Techniques/Opportunities," CLE, June 10, 2016
"Act 95: Practical Approaches to Pennsylvania's New Power of Attorney Laws," CLE, October 27, 2014
"How the Supreme Court's Decision on DOMA Will Affect Employers and Individuals," Ballard Spahr Webinar, July 11, 2013
"Conflicts, Confidentiality and Common Ethical Dilemmas for Family Wealth Management Professionals," CLE, October 28, 2010
"Got Kids? Gifts to Minors: Estate Planning Ideas for Parents and Grandparents," Crunchtime CLE, August 31, 2009
Credentials
Education
Temple University James E. Beasley School of Law (J.D., cum laude, 2005)
Member, Temple International & Comparative Law Journal
Dartmouth College (B.A. 1999)
Languages
French
Admissions
New Jersey
Pennsylvania