Steven
Lees,
J.D., C.F.S.C.
Our friend and colleague, Steven Lees, passed in mid April, 2024. He was an independent solicitor for Moondance Investment Advisors.
Steve always had good cheer and a smile to share with those who knew him.
Steve worked as a Trust Officer and Vice President with The First National Bank & Trust Company in Newtown, PA before his retirement. He also worked as an attorney at Lees & Lees Associates, specializing in estate planning, probate, domestic relations, bank and business law.
EDUCATIONAL BACKGROUND INCLUDES:
- Temple University School of Law.
- Philip Heckerling Institute* Advanced estate planning certification
PERSONAL & COMMUNITY:
- Past "Master" Quakertown Lodge #512.
- Past President Bucks County Estate Planning Council.
- Married to Kathy Lees.
- Hiked the Presidential Range Traverse in New Hampshire utilizing the Appalachian Mountain Club’s high mountain huts.