Sir Lewis & Associate Law Firm

Mary Jones

Estate Planning and Probate Attorney

Email: maryJones@sirlewislawfirm.com

Mary Jones focuses her practice in the Estate Administration Department and the Estate Planning Department. She graduated from Drexel University with a Bachelor of Science in Business Administration, concentrating in finance and accounting. Her Drexel co-op was with an accounting firm where she worked as a staff accountant preparing individual and business tax returns and conducting audits. Before going to law school, Mary worked as a financial analyst for two years. During law school, she worked in a boutique litigation firm doing commercial and estate litigation.

While at Widener University School of Law, Mary served on the Executive Board of the Moot Court Honor Society. She graduated cum laude, also receiving a concentration Certificate in Business Organizations Law, with honors. Mary is admitted to practice in Pennsylvania and New Jersey.

While working at Sir Lewis & Associate Law Firm, Mary entered into Temple University’s Graduate Tax Program to obtain a Certificate in Estate Planning, focusing on sophisticated federal estate, gift, and generation-skipping transfer tax issues, as well as the federal income taxation of trusts and estates.

Mary volunteers with Wills for Heroes, a pro bono program that offers free basic estate planning documents to first responders (police, firefighters, and paramedics).

Professional and Community Affiliations:

  • Pennsylvania Bar Association
  • Philadelphia Bar Association
  • Volunteers with Wills for Heroes, a pro bono program that offers free basic estate planning documents to first responders (police, firefighters, and paramedics)

Volunteers with Wills for Heroes, a pro bono program that offers free basic estate planning documents to first responders (police, firefighters, and paramedics)

  • Executive Board of the Moot Court Honor Society
  • Graduated cum laude from Widener University School of Law School
  • Certificate in Business Organizations Law, with Honors
  • Certificate in Estate Planning, with Honors

Representative Matters:

  • Creating multigenerational estate plans for tax planning and non-tax related issues (special needs, creditor protection incapacity, second marriage, charitable planning)
  • Drafting wills, trusts, powers of attorney, advanced healthcare directives, pre and post nuptial agreements, loan agreements, buy/sell agreements, etc.
  • Brought an action before the Philadelphia County Orphans’ Court for corporate trustee removal, trust combination, and trust modification
  • Brought an action before the Register of Wills of Allegheny County to admit copy of a will
  • Negotiated settlement among estate beneficiaries in New York and Hungary