Ross E. Bruch

Ross Bruch represents clients in estate planning, estate and trust administration, business succession planning, federal and state income tax planning, fiduciary income tax planning, tax appeals at the state and local levels, and transactional real estate law. His clients include individuals, closely held and family-run businesses, and corporate fiduciaries.

Trust and Estates

Ross helps clients develop a comprehensive and customized plan that meets their estate planning goals in a tax efficient manner. This planning includes drafting wills, health care directives, and powers of attorney. Ross also assists his clients whose circumstances require more sophisticated estate planning such as the creation of trusts and other documents designed to protect family assets through asset protection trusts, caring for a disabled family member through special needs trusts, and maximizing the tax efficiency of both charitable and non-charitable gifts.

Ross also counsels resident and non-resident aliens on estate planning matters and regularly appears before the Orphans’ Courts of Pennsylvania in various counties in matters related to estate and trust administration and related disputes.

Real Estate

Ross has represented commercial and residential clients in the purchase, sale, leasing and financing of real property in Pennsylvania and New Jersey. He assists clients on matters involving tangled title and title disputes and other real estate issues that frequently arise in the estate administration process.

Tax

Ross works with clients on many levels of tax planning as well as on the preparation of federal estate and gift tax and fiduciary income tax returns. He has represented clients in tax appeals before the Pennsylvania Board of Finance and Revenue and the Board of Revision of Taxes in the City of Philadelphia.

Closely Held Business

Ross has represented entrepreneurs and owners of start-up companies on matters related to entity formation, including entity selection and creating partnership agreements.

Business Succession/Agriculture

Ross, who grew up on a small family farm in New Jersey, has a strong interest in helping farmers and farm families successfully transition their business to future generations. This work includes traditional estate planning for businesses with an agricultural bent, as well as advising clients on Act 319 in Pennsylvania and the Farmland Assessment Act in New Jersey.

Prior to joining Saul Ewing, Ross worked in Philadelphia Mayor Michael Nutter's Office as an assistant to the Chief Integrity Officer. He aided in investigations of City of Philadelphia employees for potential corruption and ethical violations. Ross is also a member of the Young Friends Steering Committee for KIPP Philadelphia Charter Schools and the Philadelphia Estate Planning Council.

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