Harriet R. Litz (Of Counsel)

Of Counsel

Harriet is dedicated to estate and business clients, providing them with a personal, professional, and comprehensive service when assisting with the planning of their estates or the managing of their businesses. She has a hands-on approach to Wills, Estates, and Trust administration and provides Business and Commercial Law counseling that utilizes every aspect of her unique background.

Harriet began her career in 1983 as an accountant on Wall Street, working for major money center and investment bankers. She returned to Philadelphia in 1990 initially to continue to provide services to a private yet global investment group headquartered at the Philadelphia Stock Exchange, but then turned to the study of law. After a broad-based litigation practice, Harriet naturally gravitated toward Business Law and has also concentrated on all aspects of Wills, Trusts, and Estates, spanning estates of all sizes, in Pennsylvania, New Jersey, and beyond, since 1993.

To provide an even broader-based service, Harriet recently acquired Series 7 and Series 66 securities licenses, is acknowledged by the SEC as a Registered Investment Adviser (RIA) and is also a licensed Life Insurance Producer.

Primary Practice Areas:

  • Wills, Estates, Trusts – Planning, Administration, Litigation

Additional Practice Areas:

  • Business Law
  • Commercial Law

Professional Associations and Memberships:

  • American Association of Attorney-CPAs
  • Montgomery County Estate Counsel, through Financial Independence Planning

Bar Admissions:

  • Pennsylvania
  • New Jersey

Education:

  • Temple University School of Law (J.D., Cum Laude)
  • Temple University (B.B.A., Summa Cum Laude, Accounting and Finance)

Personal:

  • Member, Friends of the Wissahickon
  • Hiking, swimming.