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Joel S. Luber

Senior Counsel
jluber@regerlaw.com
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T: 215.495.6519
 F: 215.495.6600

2929 Arch St 13th Floor
Philadelphia, Pennsylvania 19104

Joel S. Luber, Senior Counsel and Chair of the Firm’s Estates & Trusts Group, concentrates his practice in sophisticated estate planning for high-net-worth individuals, asset protection planning, estate administration, Orphans’ Court practice, and general corporate and income tax planning. 

In addition, Mr. Luber maintains an active role in counseling clients in commercial transactions, including mergers and acquisitions, shareholder and partnership agreements, employment agreements, non-qualified deferred and equity-based compensation agreements and real estate transactions, including financing and like-kind exchanges.

Mr. Luber has lectured at various continuing education seminars and written articles primarily in the areas of estate planning, family limited partnerships and the estate tax marital deduction.

Education

LL.M. (in Taxation), New York University School of Law (1981)

J.D., University of Pittsburgh School of Law (1977)

B.S., Economics, The Wharton School of the University of Pennsylvania (1974)

Jurisdictions Admitted to Practice Pennsylvania
U.S. District Court, Eastern District of Pennsylvania
U.S. Third Circuit Court of Appeals
U.S. Fourth Circuit Court of Appeals
U.S. Tax Court
Professional & Bar Association Memberships

American Bar Association
Tax Section and Real Property, Probate and Trust Sections

Pennsylvania Bar Association

Philadelphia County Bar Association

Philadelphia Estate Planning Council

Publications & Press Mentions
Author, It's All About the Words on Paper: No Substitute for Pinpoint When Drafting Estate Planning Documents. The Philadelphia Estate Planning Council Newsletter. (Summer 2021)
Author, Power of Appointment - Best Thing Since Slice Bread. The Philadelphia Estate Planning Council Newsletter. (Winter 2021)
Co-Author, IRS Issues Notice 2020-23, Adds to the List of Tax Filing and Payment Extensions. Reger Rizzo & Darnall Client Alert. (April 10, 2020)
Author, Retirement Plan Provisions Under the CARES Act. Reger Rizzo & Darnall Client Alert. (April 6, 2020)
Author, Lions (Johnson) and Tigers (LaRocca) and Bears (Orphans; Courts), Oh My!. The Philadelphia Estate Planning Council Newsletter. (Winter 2020)
Co-Author, How the SECURE Act Could Affect Your Estate Plan. Reger Rizzo & Darnall Client Alert. (January 2020)
Author, Electronic Wills: The Train Is Comin’ Down the Track and There Ain’t No Stopping It. The Philadelphia Estate Planning Council Newsletter. (Fall 2019)
Author, Is There a Salve for the SALT that was Rubbed into Our Wounds? The Philadelphia Estate Planning Council Newsletter. (Fall 2018)
Author, The Trump Tax Tax Cuts: What You Need to Know About Section 199A. Reger Rizzo & Darnall Client Alert. (July 2018)
Author, Tax Act of 2017: Double the Pleasure; Double the Fun. The Philadelphia Estate Planning Council Newsletter. (Winter 2017)
Author, UTMA Accounts Gone Awry; Custodians Be Aware! Philadelphia Estate Planning Council. (Spring 2017)
Author, New Treasury Regulations Effect Transfers of Family Businesses. Reger Rizzo & Darnall Client Alert. (December 2, 2016)
Author, Forfeiture of Inheritance For The Sake of Love. Philadelphia Estate Planning Council. (Fall 2016)
Quoted, Do You REALLY Know What’s In Your Contract? The Huffington Post. (August 17, 2016)
Author, What is a Trust Protector, and Why Would You Use One? Reger Rizzo & Darnall Client Alert. (April 15, 2015)
Author, Tread Lightly When Assigning a Trust Protector. The Legal Intelligencer. (February 3, 2014)
Author, Can an Agent Under Durable Power of Attorney Write a Last Will for a Principal? How About Only Revise an Estate Plan? The Answers May Surprise You. Philadelphia Estate Planning Council Newsletter. (Winter 2011-2012) 
Author, Can an Agent Under Durable Power of Attorney Write a Last Will for a Principal? How About Only Revise an Estate Plan? The Answers May Surprise You. Pennsylvania Bar Real Property, Probate and Trust Law Newsletter. (Winter 2012)

Speaking Engagements & Presentations
Presenter, Advanced LLC Issues. The National Business Institute. (April 27, 2017)
Presenter, LLC Operating Agreements. The National Business Institute. (April 25, 2016)
Presenter, Drafting a Last Minute Estate Plan for the Sick or Dying Client. The Pennsylvania Bar Institute. (December 8, 2015)
Presenter, 2015 State of the Markets & Your Planning. Reger Rizzo & Darnall Client Seminar. (February 12, 2015)
Will Adult Children Have to Pay Mom’s Nursing Home Costs? (July 2012)
Who Pays The Gift Tax On A Gift To A Trust? (July 2012)
Increase in Estate Tax Exemption Amount (February 2012)
Conversion to Roth IRA: Time to Act is Before 2011 (October 2011)