Ann Marie Ritchie concentrates on estate and gift planning, estate and trust administration, and federal gift tax returns.
Experience
Representative Matters
- Prepares interrelated spreadsheet calculations to project taxes and distributions to family members of high-value asset estates to assist family and executors in planning for liquidity needs and personal planning
- Prepares gift tax returns reporting gifts to special gifting vehicles in a way to maximize tax benefit to clients and their families
- Drafts estate planning documents, including wills, revocable trusts, and powers of attorney, for clients with large assets and special circumstances (e.g., closely held business interests, second marriages, family members with special needs, private foundations, powers of appointment over existing family trusts)
- Drafts irrevocable trusts to assist clients in shifting assets during their lifetimes to younger generations in a tax-effective way (e.g., grantor retained annuity trusts, qualified personal residence trusts, insurance trusts, minors' trusts, annual exclusion trusts)
Professional Highlights
Pro Bono Experience
Campaign for Working Families EITC Tax Clinic, providing free preparation of income tax returns for low-income taxpayers
Voter protection (poll-watching on behalf of the Democratic Party)
Professional Activities
Philadelphia Bar Association, Probate and Trust Law Section
Speaking Engagements
Estate Planning Institute
Credentials
Education
University of Pennsylvania Law School (J.D. 1986, cum laude)
College of William & Mary (B.A. 1977)
Member, Phi Beta Kappa
Admissions
Pennsylvania