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Steven B. Wittenberg, Estate Planning Attorney in Oaks, Pennsylvania

Over 25 years of legal practice · focused on Estate Planning and Tax

Oaks, PA

Practicing estate planning in Oaks since 2001.

25+
Years practicing
2
Bar admissions

Practices in

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Quick answer

Steven B. Wittenberg is an attorney based in Oaks, PA. The practice focuses on Estate Planning and Tax. Steven has over 25 years of legal experience.

Based in
Oaks, PA
Experience
over 25 years
Known for
Estate Planning · Tax
  • Handles Estate Planning and Tax matters from Oaks, PA.
  • Over 25 years of practice as a licensed attorney.

About Steven B. Wittenberg: Steven B. Wittenberg is an attorney based in Oaks, PA. The practice focuses on Estate Planning and Tax. Steven has over 25 years of legal experience.

Areas of practice

Practice areas handled by Steven B. Wittenberg

Steven concentrates on estate planning and tax. Each area below outlines the kind of case Steven handles, typical outcomes to expect, and how the intake process starts.

Estate Planning cases in Oaks, Pennsylvania

Steven takes estate planning matters in Oaks, Pennsylvania. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Steven agrees to represent you.

Tax cases in Oaks, Pennsylvania

Steven takes tax matters in Oaks, Pennsylvania. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Steven agrees to represent you.

Biography

About Steven B. Wittenberg — Over 25 years of Pennsylvania estate planning experience

Steven B. Wittenberg is an attorney based in Oaks, PA. The practice focuses on Estate Planning and Tax. Steven has over 25 years of legal experience.

Steven B. Wittenberg is a lawyer practicing estate planning, tax. Steven has been licensed for 25 years. Steven practices in Oaks, PA.

How Steven handles estate planning matters

Steven B. Wittenberg is a lawyer practicing estate planning, tax. Steven has been licensed for 25 years. Steven practices in Oaks, PA.

The kind of cases Steven takes

Steven reviews new inquiries case-by-case for estate planning and tax matters in Oaks and the surrounding Pennsylvania area.

Credentials

Steven B. Wittenberg's legal education and bar admissions

  • Temple University - James E. Beasley School of Law

    LL.M · 2010

Jurisdictions

Steven's state bar admissions

  • Pennsylvania

    2001 · ACTIVE

  • New Jersey

    2001 · ACTIVE

Steven studied at LL.M in Temple University - James E. Beasley School of Law.

Law school and academic background

Steven completed LL.M in Temple University - James E. Beasley School of Law. Formal legal training is one signal of substantive knowledge — the day-to-day practice Steven runs in Pennsylvania is where that training gets applied to real client questions.

Locations

Steven B. Wittenberg's office in Oaks

Steven's primary office is at Sei Private Wealth, 1 Freedom Valley Dr, Oaks, PA, 19456-9989. In-person meetings are by appointment; a phone intake usually comes first.

Main office

Sei Private Wealth, 1 Freedom Valley Dr

Oaks, PA 19456-9989

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Client feedback

Client reviews of Steven B. Wittenberg

Steven has not yet collected verified client reviews on LawyersListed. Reviews here are all from confirmed clients; anonymous ratings are moderated out.

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Hiring guide

How to hire Steven B. Wittenberg — what to expect in your first consultation

Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Steven usually go, from the moment you request a consult to the day representation begins.

Consultation formats and pricing

Steven charges for the initial consult. That fee is credited toward representation if you retain Steven's office.

What to bring to your first meeting

Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Steven will tell you what matters and what doesn't.

Questions to ask a estate planning attorney in Oaks, Pennsylvania

A short list to run through before you commit: How many estate planning matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?

Fees & payment

Fees, payment methods, and consultation options for Steven

Steven discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.

Hourly rates, contingency fees, and flat-fee options

Every estate planning matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Steven confirms the model in the engagement letter before any work starts.

Payment methods and payment plans

Steven's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.

Frequently asked

Frequently asked questions about Steven B. Wittenberg

  • How much does it cost to hire Steven for a estate planning case?

    Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Steven walks through the likely range during the consult so there are no surprises.

  • Does Steven offer a free consultation?

    Steven charges for the initial consult; that fee is credited toward representation if you retain Steven's office. Some estate planning attorneys offer free consults — check Steven's current terms during booking.

  • How long do estate planning cases in Pennsylvania typically take?

    Simple estate planning matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Steven gives a realistic estimate for your facts at the consult — vague answers here are a red flag.

  • Can Steven take my case if I'm outside Oaks?

    Steven is licensed in Pennsylvania. Matters governed by Pennsylvania law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Steven will tell you if the case is a fit or refer you to someone closer to your court.

  • What should I bring to my first meeting with Steven?

    Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Steven will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.

  • Is Steven accepting new estate planning clients right now?

    Steven's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.

Areas served

Estate Planning attorneys serving Oaks, Philadelphia and Pittsburgh in Pennsylvania

Steven handles estate planning matters throughout Pennsylvania. Each city below is a direct link into the search page for verified estate planning attorneys in that community.

More counsel

If Steven's intake is full or the fit isn't right, these estate planning attorneys in Oaks handle similar matters. Every profile below is verified and open to consultations.