Barry L. Small
practices in the area of wealth planning. Mr. Small has experience in structuring wills and trusts that adapt to client circumstances, developing programs for making gifts in a tax -efficient manner, and analyzing and recommending alternate methods of transferring wealth to family members through the use of insurance, employment benefits, and other assets, as well as in representing clients before the Internal Revenue Service and other tax authorities and in dealing with a variety of other estate matters.
Mr. Small is a member of the Education Committee of the Probate and Trust Law Section of the Philadelphia Bar Association. Admitted to practice in Pennsylvania and New Jersey, he is a 1996 graduate of Harvard Law School and a graduate of the University of Delaware.
Areas of Practice
•Estates and Asset Planning
•Duane Morris LLP
- Partner, 2005-present
- Associate, 1996-2004
Civic and Charitable Activities
•Member of the Education Committee of the Probate and Trust Law Section of the Philadelphia Bar Association
•Philadelphia Volunteers for the Indigent Program (VIP)
•Author, Obama Administration's 2013 Budget Proposal Includes Key Changes to Income Tax and Transfer Tax Provisions, Duane Morris Alert, February 27, 2012
•Co-author, Challenging Times: Rethinking and Reshaping Estate Plans in New Tax and Economic Environments, Duane Morris Alert, June 17, 2009