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Paul E. Bomze

Paul E. Bomze is Senior Counsel to the Firm, a member of the Business and Finance Department, and Practice Leader of the Trusts and Estates Group.  He practices in the areas of estate planning, estate administration, employee benefits, ERISA, and federal and state income tax matters.  He has special expertise in representing trustees of Taft-Hartley Pension, Welfare, and Defined Contribution Retirement Plans in all aspects of plan administration and design.  He also has extensive experience in representing clients in disputes with the Internal Revenue Service pertaining to the valuation of closely-held business interests with respect to lifetime gifts and estate values.  In addition, he has represented many families in connection with the transition of ownership of their closely-held business interests from senior to junior generations.

Paul E. Bomze

Senior Counsel
Business and Finance Department
215.496.7221
pbomze@kleinbard.com

Education

University of Pennsylvania Law School (J.D.)

Cornell University (B.A.)

Cornell University (M.B.A., with distinction)

Professional Highlights

Recognition & Accomplishments

Paul received an AV Preeminent Peer Review rating from Martindale-Hubbell, the highest possible professional rating earned through Martindale’s peer review process.

Prior Experience

Paul has been with the firm for 52 years, was a partner for 47 years, and was a managing partner for 25 years.  He is currently Senior Counsel to the Firm.

In addition, Paul served as an officer in the United States Air Force, where he negotiated special weapons contracts with civilian contractors.

Paul E. Bomze

Senior Counsel
Business and Finance Department
215.496.7221
pbomze@kleinbard.com

Paul E. Bomze is Senior Counsel to the Firm, a member of the Business and Finance Department, and Practice Leader of the Trusts and Estates Group.  He practices in the areas of estate planning, estate administration, employee benefits, ERISA, and federal and state income tax matters.  He has special expertise in representing trustees of Taft-Hartley Pension, Welfare, and Defined Contribution Retirement Plans in all aspects of plan administration and design.  He also has extensive experience in representing clients in disputes with the Internal Revenue Service pertaining to the valuation of closely-held business interests with respect to lifetime gifts and estate values.  In addition, he has represented many families in connection with the transition of ownership of their closely-held business interests from senior to junior generations.

Education

University of Pennsylvania Law School (J.D.)

Cornell University (B.A.)

Cornell University (M.B.A., with distinction)

Admissions

Pennsylvania, Federal Bars and the Supreme Court of the United States

Professional Highlights

Recognition & Accomplishments

Paul received an AV Preeminent Peer Review rating from Martindale-Hubbell, the highest possible professional rating earned through Martindale’s peer review process.

Prior Experience

Paul has been with the firm for 52 years, was a partner for 47 years, and was a managing partner for 25 years.  He is currently Senior Counsel to the Firm.

In addition, Paul served as an officer in the United States Air Force, where he negotiated special weapons contracts with civilian contractors.