Kathleen Ann Stephenson, Estate Planning Attorney in Philadelphia, Pennsylvania
Over 49 years of legal practice · focused on Estate Planning, Estate Tax, and Government · 5.0/5 rating from 1 verified client review
Of CounselatTroutman Pepper Locke
Philadelphia, PA
Practicing estate planning in Philadelphia since 1977.
- 49+
- Years practicing
- 5.0 ★
- 1 client review
- 2
- Bar admissions
Are you Kathleen Ann Stephenson?
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Quick answer
Kathleen Ann Stephenson is an of counsel based in Philadelphia, PA. The practice focuses on Estate Planning, Estate Tax, and Government. Kathleen has over 49 years of legal experience. Currently practicing at Troutman Pepper Locke. Rated 5.0 out of 5 from 1 client review.
- Based in
- Philadelphia, PA
- Experience
- over 49 years
- Known for
- Estate Planning · Estate Tax · Government
- Handles Estate Planning, Estate Tax, and Government matters from Philadelphia, PA.
- Over 49 years of practice as a licensed attorney.
- Recognized with AV Preeminent.
About Kathleen Ann Stephenson: Kathleen Ann Stephenson is an of counsel based in Philadelphia, PA. The practice focuses on Estate Planning, Estate Tax, and Government. Kathleen has over 49 years of legal experience. Currently practicing at Troutman Pepper Locke. Rated 5.0 out of 5 from 1 client review.
Areas of practice
Legal matters Kathleen takes on
Kathleen concentrates on estate planning, estate tax, government, litigation, and tax. Each area below outlines the kind of case Kathleen handles, typical outcomes to expect, and how the intake process starts.
Estate Planning
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Estate Tax
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Government
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Litigation
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Tax
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Trusts
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Estate Planning cases in Philadelphia, Pennsylvania
Kathleen takes estate planning matters in Philadelphia, 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 Kathleen agrees to represent you.
Estate Tax cases in Philadelphia, Pennsylvania
Kathleen takes estate tax matters in Philadelphia, 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 Kathleen agrees to represent you.
Government cases in Philadelphia, Pennsylvania
Kathleen takes government matters in Philadelphia, 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 Kathleen agrees to represent you.
Litigation cases in Philadelphia, Pennsylvania
Kathleen takes litigation matters in Philadelphia, 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 Kathleen agrees to represent you.
Tax cases in Philadelphia, Pennsylvania
Kathleen takes tax matters in Philadelphia, 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 Kathleen agrees to represent you.
Biography
Meet Kathleen Ann Stephenson — estate planning lawyer in Philadelphia
Kathleen Ann Stephenson is an of counsel based in Philadelphia, PA. The practice focuses on Estate Planning, Estate Tax, and Government. Kathleen has over 49 years of legal experience. Currently practicing at Troutman Pepper Locke. Rated 5.0 out of 5 from 1 client review.
Kathleen Ann Stephenson is a lawyer practicing trusts and estates, estate and gift taxation, fiduciary litigation and 3 other areas of law. Kathleen received a B.A. degree from Clarke College in 1970, and has been licensed for 49 years. Kathleen practices at Troutman Pepper Locke in Philadelphia, PA.
Kathleen's approach to estate planning cases
Kathleen Ann Stephenson is a lawyer practicing trusts and estates, estate and gift taxation, fiduciary litigation and 3 other areas of law. Kathleen received a B.A. degree from Clarke College in 1970, and has been licensed for 49 years. Kathleen practices at Troutman Pepper Locke in Philadelphia, PA.
The kind of cases Kathleen takes
Kathleen reviews new inquiries case-by-case for estate planning, estate tax, and government matters in Philadelphia and the surrounding Pennsylvania area.
Credentials
Education, bar admissions, and languages
Duke University School of Law
J.D. · 1976
Clarke College
B.A. Memphis · 1970
Jurisdictions
Kathleen's state bar admissions
Pennsylvania
1979 · ACTIVE
New York
1977 · ACTIVE
Kathleen studied at J.D. in Duke University School of Law and B.A. Memphis in Clarke College.
Law school and academic background
Kathleen completed J.D. in Duke University School of Law and B.A. Memphis in Clarke College. Formal legal training is one signal of substantive knowledge — the day-to-day practice Kathleen runs in Pennsylvania is where that training gets applied to real client questions.
Recognition
Recognition and thought leadership
Kathleen has received 1 formal recognition from bar associations, industry bodies, and peer-review services.
AV Preeminent
Legal awards and honors
AV Preeminent.
Locations
Kathleen Ann Stephenson's office in Philadelphia
Kathleen's primary office is at 3000 Two Logan Sq., Eighteenth and Arch St., Philadelphia, PA, 19103-2799. In-person meetings are by appointment; a phone intake usually comes first.
Troutman Pepper Locke
3000 Two Logan Sq., Eighteenth and Arch St.
Philadelphia, PA 19103-2799
Open in Google MapsClient feedback
Client reviews of Kathleen Ann Stephenson — 5.0/5 rating from 1 verified client review
Every review below is from a verified client of Kathleen. Reviews cover communication, case outcome, and value — the three signals that matter most when comparing estate planning attorneys in Philadelphia.
5.0
1 client review
Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once Kathleen Ann Stephenson claims this profile.
Read all reviewsHiring guide
How to hire Kathleen Ann Stephenson — 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 Kathleen usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Kathleen charges for the initial consult. That fee is credited toward representation if you retain Kathleen'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; Kathleen will tell you what matters and what doesn't.
Questions to ask a estate planning attorney in Philadelphia, 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 Kathleen
Kathleen 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. Kathleen confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Kathleen'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 Kathleen Ann Stephenson
How much does it cost to hire Kathleen for a estate planning case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Kathleen walks through the likely range during the consult so there are no surprises.
Does Kathleen offer a free consultation?
Kathleen charges for the initial consult; that fee is credited toward representation if you retain Kathleen's office. Some estate planning attorneys offer free consults — check Kathleen'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. Kathleen gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Kathleen take my case if I'm outside Philadelphia?
Kathleen 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 — Kathleen 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 Kathleen?
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. Kathleen will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Kathleen accepting new estate planning clients right now?
Kathleen'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 Philadelphia, Pittsburgh and Harrisburg in Pennsylvania
Kathleen 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
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If Kathleen's intake is full or the fit isn't right, these estate planning attorneys in Philadelphia handle similar matters. Every profile below is verified and open to consultations.
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