Robert H. Louis
Bob Louis is a partner in the Estate Planning and Administration Practice. He has many years of experience in assisting clients in preserving and passing on wealth and business ownership across the generations. In this work, he helps clients to develop family business succession plans, often involving benefit planning. He also assists with estate planning, including the preparation of wills, trusts and other estate planning documents, to further the process of wealth preservation and transfer, and to deal with the varying interests and needs of family members. A significant part of Bob's practice focuses on retirement plans, executive compensation, employee benefits, and tax and estate planning for those kinds of benefits. He advises clients on the methods of planning for a happy and rewarding retirement. Based on more than 40 years of experience with employee benefits and tax planning, Bob is a skilled retirement coach.
Bob enjoys explaining and demystifying these sometimes complex issues. He is the Editor of Personal Wealth Law News, a law blog hosted by the Firm that reviews developments in retirement, estate planning and other wealth-related issues. To read his blog, please click here. Bob also writes articles for the Legal Intelligencer on retirement planning issues. He is a frequent lecturer and writer on these topics to various groups, and regularly presents at Pennsylvania Bar Institute programs.
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