About KATHLEEN

Bringing nearly two decades of experience in estate planning, probate, and trust administration, Kathleen A. Maloles, Of Counsel to the firm, has a proven record of efficiently managing complex estates, tax matters, and creditor negotiations, while representing clients before the Pennsylvania Orphans’ Court. Leveraging her background as a corporate trustee, she offers practical insight to individuals and families seeking thoughtful, strategic estate planning solutions.

Specialties

ESTATE PLANNING

WILLS & TRUSTS

PROBATE AND ESTATE ADMINISTRATION

Admin Contact

Jana A. Rotunno
JRotunno@HRMML.com

Kathleen A. Maloles

(215) 661-0400 • KMaloles@HRMML.com

Kathleen A. Maloles is Senior Counsel in the firm’s Trusts and Estates Team. She brings over sixteen years of experience handling estate planning and probate matters. Kathleen counsels executors, administrators, and trustees in the efficient administration of simple to complex estates and trusts from inception through final resolution. She also represents clients in matters before the Pennsylvania Orphans’ Court.

Her estate administration practice includes assisting clients with ancillary probate, preparing death tax returns and fiduciary income tax returns, and handling both informal and formal court accountings. She has a proven track record of informally settling decedents’ estates, whether solvent or insolvent, and has experience negotiating with creditors and reducing or abating interest and penalties assessed by the IRS.

Kathleen has served as a corporate trustee at First State Trust Company in Wilmington, Delaware, where she was a voting member of the trust company’s New Business and Discretionary Distribution Committee. She utilizes such experience in advising clients who wish to name corporate trustees as part of their estate plan.

A cum laude graduate of Temple University (2001) with a B.A. in Psychology, Kathleen earned her law degree from Widener University School of Law. In 2009, she received an Estate Planning Certification through the Graduate Tax Program at Temple University Beasley School of Law. During her free time, Kathleen serves as Legal Counsel to the Board of Directors for the Philippine Medical Society of Greater Philadelphia and the University of Santo Tomas Medical Alumni Association, Tri-State.  She also speaks about trust and estates matters to various Filipino associations and volunteers for Wills for Heroes, the American Cancer Society and Wags Rescue.