Profile

Joan Agran practices in the McNees Estate Planning Group and serves the Philadelphia area. Advising families and individuals, including executives of public companies and owners of closely-held businesses, and fiduciaries, Joan is highly credentialed in tax law and has a knack for creating plans to preserve and transfer wealth that truly reflect the client’s needs.  She has extensive experience in succession planning for closely-held businesses, and estate and trust administration.

Joan earned her law degree from New York University, a Master of Laws in Taxation from Temple University, and her undergraduate degree from the University of Rhode Island.

EDUCATION

Rhode Island, Undergraduate

New York University, J.D.

Temple University, Master of Laws in Taxation

MEMBERSHIPS

Philadelphia Estate Planning Council

Philadelphia Bar Association, Probate Section

COURT ADMISSIONS

Pennsylvania Supreme Court

US District Court for the Eastern District of Pennsylvania

Bar Admissions

Pennsylvania

Contact Info

Practice Groups