Kelly Phillips Erb is an attorney and shareholder with The Erb Law Firm, PC. She has both her JD and LL.M. in Taxation from Temple University School of Law. Her primary practice area is tax law including: tax planning; drafting of wills, trusts and other estate planning documents; international estate planning; estate administration, petitions and will contests; formation and administration of nonprofit and charitable organizations; tax compliance work and tax controversy matters such as delinquencies, offers in compromise and audits.

Kelly graduated from the North Carolina School of Science and Mathematics in Durham, NC, before heading to Meredith College in Raleigh, North Carolina. While at law school, Kelly interned at the estates attorney division of the Internal Revenue Service. At the IRS, she participated in the review and audit of federal estate tax returns, even leading in a successful audit.

During law school Kelly worked part-time at an AV-rated boutique tax firm in New Jersey, specializing in estate and gift tax planning. After graduation, she became an associate with the firm. There, she prepared estate, gift and fiduciary returns, drafted estate planning documents, and administered estates. She left New Jersey to take a position in Delaware, where she prepared gift and fiduciary returns and worked with attorneys to establish and administer asset protection, business and dynasty trusts. Kelly left Delaware for a Center City law firm in Philadelphia, PA, where she managed the estates department. There, she drafted estate planning documents for high net worth individuals as well as participated in estate and fiduciary tax compliance work.

Kelly is a member of the Tax Supper Club of Philadelphia and Philadelphia Estate Planning Council. Kelly is a participating attorney with Philadelphia Volunteer Lawyers for the Arts and the SeniorLaw Project (formerly Judicare), as well as a site coordinator for IRS' Volunteer Income Tax Assistance (VITA) program.

Kelly is actively involved in the Roxborough Development Corporation, where she serves on the Board of Directors and several other committees, including the Neighborhood Improvement District Steering Committee, Promotion Committee (co-chair) and Improvement Committee. Kelly is also Secretary of the Wissahickon Interested Citizens Association.

Kelly is married to Chris Erb (also an attorney!). Chris and Kelly are increasingly finding themselves outnumbered these days, with a daughter, Katie, and a dog, Lyle.

Presentations

• The Tax Scene, Villanova Sports and Entertainment Journal Symposium on Theatre Law, Villanova, PA (April 12, 2003)
• Don't Fear the Tax Man, Panel Discussion, Moore College of Art, Philadelphia, PA (March 21, 2003)
• Taxation for the Freelance Artist, University of the Arts, Philadelphia, PA (March 21, 2002)
• Tax Tips for Seniors, Interac Community Center, Philadelphia, PA (March 11, 2002)
• How to Keep Your Art Out of the Garage Sale: Estate Planning for the Visual Artist, Panel Discussion, College Art Association, Philadelphia, PA (February 23, 2002)
• Aspects of International Estate Planning: Qualified Domestic Trusts, Philadelphia Tax Supper Club, Duane Morris, Philadelphia, PA (February 6, 2002)
• Medicaid Benefits: Eligibility and the PA Estate Recovery Act, Interac Community Center, Philadelphia, PA (January 23, 2002)
• Living Wills and Powers of Attorney, presentation at Interac Community Center, Philadelphia, PA (October 2, 2001)

Courses

• Advanced Probate for Pennsylvania Paralegals. Topics include How to Prepare and File the Inventory, Ethics, Responsibilities for Fiduciaries, and Generation-Skipping Transfer Tax. National Business Institute/Institute for Paralegal Education (December 16, 2003, planned)
• The Probate Process. Topics include Probate Court Issues, Will Contests, Estate Administration, Preparation and Filing of Inheritance and Estate Tax Returns. Estate Law Institute presented by the Pennsylvania Bar Institute (November 13-14, 2003, planned, and November 6-7, 2002)
• Operating a Nonprofit. How and why to incorporate your nonprofit organization, how to obtain an EIN, draft your By-laws for compliance with IRS guidelines and choose your Board and Officers, as well as filing for tax-exempt charitable status and administrative issues to keep your nonprofit in compliance such as annual federal and state tax filings. Mount Airy Learning Tree (May 14-28, 2003; April 23-May 7, 2002)
• Wills and Trusts. Paralegal Studies Program. Adjunct Professor, Community College of Philadelphia (Spring and Fall Semesters 2003)
• The Probate Process for Pennsylvania Paralegals: From Start to Finish. Topics include How to File an Estate in Probate Court, Working with Executors and Administrators, How to Prepare and File the Inventory, Administration of the Estate, Dealing with Spouse's Elective Shares, Understanding the Laws of Intestacy, and Closing the Estate. National Business Institute/Institute for Paralegal Education (January 15, 2003)

Press

• Before It's Too Late, Forbes, June 9, 2003
• When Baby's On Board, American Bar Association Journal (November 2002)
• Profile, Temple University School of Law Graduate Tax Brochure for potential LL.M. students (2002)
• Profile, Meredith College Alumni Magazine (Summer 2001)