Jonathan D. Sokoloff

Open for Business
Jonathan D. Sokoloff: Attorney with Diamond, Polsky & Bauer PC
Attorney Awards
About Attorney Awards

Biography

Jonathan D. Sokoloff is a graduate of The University of Pennsylvania (magna cum laude,1974) and The University of Pennsylvania Law School (1978). Mr. Sokoloff received the degree of Master of Laws in Taxation from the New York University School of Law in 1980. He joined Diamond, Polsky & Bauer in June 1980, where he concentrates in estate planning, estate administration, tax planning, and business law. He practices in both the firm’s Philadelphia office and Media office.

Mr. Sokoloff is a member of the Pennsylvania Bar and is admitted to practice and has tried cases before the United States Tax Court and the United State Claims Court.

Mr. Sokoloff is a Co-Chair of the Tax Committee and a member of the Executive Committee of the Probate Section of the Philadelphia Bar Association and serves as a liaison between the Probate Section and the Tax Section of the Philadelphia Bar Association. He is also the former President of the Delaware County Estate Planning Council, has served three terms as the President of the Delaware County Attorney/CPA Forum and is a past Secretary/Treasurer of the Tax Section of the Philadelphia Bar Association.

The focus of Mr. Sokoloff's practice is working with individuals and families with the estate planning, including structuring family businesses, to accomplished the dual objective of proper succession planning and reduction of death taxes. In addition, Mr. Sokoloff has represented both individuals and business regarding a variety of income tax issues, including IRS audits and tax controversies. He has co-authored the Bureau of National Affairs Tax Management Portfolio on IRS tax liens.

(Also at Media Office)

Areas of Practice (11)

  • Estate Planning
  • Probate/Estate Administration
  • Trusts
  • Living Wills
  • Business Law
  • Business Succession Planning
  • Retirement Planning
  • Charitable Giving
  • Planning for Education
  • Special Needs Planning
  • Tax Law

Education & Credentials

University Attended:
The University of Pennsylvania, B.A., magna cum laude, 1974
Law School Attended:
The University of Pennsylvania Law School, J.D., 1978; New York University School of Law, LL.M., Taxation, 1980
Year of First Admission:
1978
Admission:
1978, Pennsylvania; 1980, Florida; United States Tax Court and the Claims Court
ISLN:
903563350

Peer Reviews

5.0/5.0
Peer reviews submitted prior to 2008 are not displayed.
Martindale-Hubbell® AV Preeminent Rating Badge
Peer reviews submitted prior to 2008 are not displayed.

Client Reviews Write a Review

Location

Contact Jonathan D. Sokoloff

Required Fields

Required Fields


By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.