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Education

B.A./M.A., University of Pennsylvania

J.D., Villanova University School of Law

affiliation

Philadelphia and New Jersey Bar Associations

Philadelphia Bar Association Probate Section Tax Committee

Philadelphia Estate Planning Council

Director of Estate & Trust Settlement, Managing Director

Robert M. Maxwell

Robert M. Maxwell is Director of Estate and Trust Settlement in Glenmede’s Philadelphia office. He is responsible for oversight of estate administration for estates where Glenmede is executor and settlement of terminating trusts where Glenmede serves as trustee.  He manages the court accounting group that prepares accountings for trusts and estates required by the Courts and is responsible for the preparation of death tax returns for estates and post-mortem planning.

Prior to joining Glenmede, Mr. Maxwell was employed by First Union National Bank, first as an Administrative Officer in the Equipment Leasing Department and then as a Tax Officer in the Death Tax Unit.

Mr. Maxwell received a Bachelor of Arts degree and a Master of Arts degree in Anthropology from the University of Pennsylvania. He received a Juris Doctor degree from Villanova University School of Law.

Mr. Maxwell has been a lecturer and author for Pennsylvania Bar Institute seminars on such topics as Federal Estate and Gift Tax Preparation, Pennsylvania Inheritance Tax Preparation, and Federal Estate Tax Portability.

Mr. Maxwell was awarded a certificate in business succession planning from The American College. He is a member of both the Philadelphia and New Jersey Bar Associations, and serves as co-chair of the Philadelphia Bar Association Probate Section Tax Committee, where he has presented on the topic of Federal Estate Tax Portability. He is also a member of the Philadelphia Estate Planning Council.

Education

B.A./M.A., University of Pennsylvania

J.D., Villanova University School of Law

affiliation

Philadelphia and New Jersey Bar Associations

Philadelphia Bar Association Probate Section Tax Committee

Philadelphia Estate Planning Council