Robert H. Louis

Robert H. Louis
Primary Office
Overview

Bob Louis is a member of the Estate Planning and Administration Practice.  His role as of counsel in the firm reflects his 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. 

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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 has written 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.