About

Lee Robert Allman, J.D., CFP®, LL.M., is a distinguished attorney and CERTIFIED FINANCIAL PLANNER™ specializing in elder law, based in Paoli, PA. As a principal at Allman, Kelly & Willner, LLC, he brings a wealth of expertise from his diverse background in legal, corporate, non-profit, and entrepreneurial environments. Mr. Allman embarked on his legal journey over fifteen years ago, gaining invaluable courtroom experience while representing Fortune 500 companies, major financial institutions, insurance providers, and individual clients. His track record includes securing significant victories, such as a landmark $1,000,000 settlement in a catastrophic personal injury case, showcasing his ability to navigate complex legal challenges. In addition to his litigation prowess, Mr. Allman serves as Trust Counsel for various regional trust companies, advocating for both beneficiaries and trustees in fiduciary disputes. His legal acumen extends to policyholders in property and casualty matters, representing clients through Lancer Insurance Company, where he focuses on commercial vehicle and long-haul trucking insurance across North America. Dedicated to helping individuals achieve their estate and financial planning goals, Mr. Allman is actively involved in wealth transfer strategies that align with his clients' aspirations. He co-authored an insightful article for The Legal Intelligencer, discussing crucial developments in Pennsylvania trust law, and frequently lectures on topics related to litigation, estate planning, and financial management. Mr. Allman’s extensive contributions to the non-profit sector include serving as legal counsel for a century-old summer camp, where he manages legal compliance, tax matters, and corporate governance. His commitment to public service is further demonstrated by his role on the Attorney Advisory Board for the Commonwealth of Pennsylvania’s Securities Commission, where he worked to safeguard the public against deceptive trade practices in the securities industry. A proud alumnus of the University of Pennsylvania, where he excelled as captain of the wrestling team, Mr. Allman earned his Juris Doctor from Villanova University School of Law and an LL.M. in Taxation from Temple University. He is licensed to practice in New Hampshire, New Jersey, and Pennsylvania. Outside of his professional endeavors, he enjoys family time with his wife and two daughters, embodying a balance of career dedication and personal fulfillment.

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