Gary A. Zlotnick practices in the areas of estate planning and administration, business, real estate and taxation.
He received his B.S. degree from Boston University and his J.D. degree and LL.M. degree in taxation from Villanova University.
Gary is a member of the Philadelphia Bar Association and also a certified public accountant. He has also lectured on estate planning for the National Business Institute.
Gary serves as a volunteer attorney for Lawyers for the Arts. He is a member of the Board of Directors of and legal counsel to the Second Chance Foundation, a charitable organization established to raise funds to provide financial assistance and resources to vital community-based organizations that serve “at-risk” children, young adults, and families in Philadelphia. Gary is a member of the Board of Directors of the Freire Charter School Foundation, an organization dedicated to raising funds for the Freire Charter School which is located in center city Philadelphia. Gary also serves on the education committee of the Philadelphia Bar Association's Probate and Trust Law Division. Moreover, Gary is the proud big brother to a terrific fifth grade student at the Russell Byers Charter School.
Successfully removed, by filing a lengthy and heavily documented petition for audit reconsideration, all of the Federal income taxes, interest, and penalties totaling One Million Four Hundred Thousand Dollars assessed by the IRS against a business owner.
Represented Magna Legal Services, LCC, a litigation support services company, in its acquisition of Lake Shore Reporting Corporation, a Chicago court reporting services company.
Represented Allied Orthotics & Prosthetics Inc. in its merger with Jack Gold Surgical Appliances Inc. to form AlliedOP, a company specializing in upper and lower prosthetics and orthotics, spinal and scoliosis orthotics, and sports bracing operating numerous patient facilities throughout Pennsylvania and New Jersey.
Represented a local privately held soft drink bottling company in its sale to a publicly held national soft drink bottling company.
Represented a company engaged in the retail gasoline and convenience store business in the transaction of its acquisition of 19 separate gasoline and convenience store locations and two states.
Represented a multi-million dollar estate in establishing a tax-exempt foundation that grants scholarships to students who attend Hebrew University of Israel.
Successfully prevailed in Montgomery County Orphans Court utilizing a laches defense in a will construction case involving the ownership of a closely held company.
Represented a restaurant company in the tax free spinoff of its restaurants and rental properties between the two owners of the company.
Represents the operator of multiple gasoline stations and car washes in Philadelphia and the surrounding counties.
Represented attorney in his withdrawal from the law firm he cofounded, and the formation of his new law firm.
Negotiated and prepared a licensing agreement for a manufacturing apparel company.
Negotiated and prepared a celebrity endorsement deal.
Negotiated and prepared a joint venture agreement for Israel and American company relative to the distribution of a certain medical device.
Utilized a vehicle known an Intentionally Defective Grantor Trust to enable the owner of a closely held business to transfer stock ownership to family members by removing significant future appreciation of business from owner’s estate while eliminating capital gains taxes on conveyance of the shares from grantor of the trust.
Represented Lansdale Packaged Ice, an ice manufacturer and distributor, in the recent sale of its business to Arctic Glacier U.S.A Inc.
Represented doctors and veterinarians in the sale and purchase of medical and veterinary practices, respectively.
Represented Res- Kem Corporation, a water treatment company, in its sale to Nalco, an international company traded on the New York Stock Exchange.
News & Events: