"I have had the ongoing pleasure of working with Dirk on a comprehensive estate planning matter for close to a year and could not be more impressed with his knowledge, experience, creativeness and professionalism" - A Satisfied Client


Dirk M. Simpson advises business owners, executives, investors, professionals, and high-net-worth individuals and families in connection with estate planning, complex tax and administration issues relating to inter-generational wealth transfer, asset protection planning, charitable planning, and the structuring and transitioning of closely held businesses.

Client Experience

  • Clients looking to develop customized estate plans that integrate their vision values with proactive estate and income tax planning

  • Executors and trustees requiring experience and guidance to navigate challenging family dynamics 

  • Executors and trustees administering estates and trusts involving closely-held businesses and those with significant real estate holdings 

  • Business owners and entrepreneurs seeking to grow and protect their company and personal assets. This involves a focus on business exit planning, with shareholders and partners requiring independent individual counsel for resolving differences in situations involving conflicts of interest

Representative Experience

  • Implemented personalized estate plans for hundreds of clients over the past 20 years.

  • Represented C-suite executives and closely-held business owners with estate planning and asset protection involving the transfer of company equity to irrevocable trusts.

  • Counseled non-resident aliens with U.S. based-assets as well as U.S.-resident taxpayers with foreign assets in estate planning matters. 
  • Created several charitable structures, including the conversion of a private equestrian training facility into an IRS-approved private operating foundation providing equine therapy. 
  • Counsel and board member of a 501(c)(3) medical research institute that is commercializing medical research through an innovative public-private corporate structure that facilitates commercialization by nonprofits.

Personal Insights

My Greatest Strengths
  • Thinking visually to better understand concepts and realizing, to my thankful surprise, that many clients appreciate diagrams, flow charts, and pictures to simplify the complexity of estate and business plans.
  • I began my career in a private family office that was subsequently acquired by a local bank and trust company.  
  • I find balance and draw inspiration through the creative process of making art: www.dirksimpson.com.

What Drives Me
  • Good lawyering is the art of creative problem solving and clear communication. 


Practice Focus
  • Gift, Estate, and Generation-Skipping Transfer Tax Planning

  • Estate and Trust Administration

  • Wills, Revocable Trusts, & Irrevocable Trusts

  • Business Succession Planning

  • Business Formation

  • Asset Protection Planning


  • Private companies

  • Real estate owners and developers

  • Life sciences

  • Family offices, banks, and trust companies

  • Public charities and private foundations


  • Publication, RCCB Private Client Services Alert, 2020
  • COVID-19 Tax Alert
    Publication, RCCB Tax Alert, April 2020
  • The Best Estate and Financial Planning Topics
    Speaking Engagement, New York State Society of CPAs
  • Applying Integrated Estate, Financial and Asset Protection Planning
    Speaking Engagement, Virginia Society of Certified Public Accounts
  • Integrated Estate, Financial and Asset Protection Planning
    Speaking Engagement, Pennsylvania Institute of Certified Public Accountants

Community & Professional

Community & Professional
  • Temple University College of Science & Technology, Adjunct Faculty, External Advisory Board, Professional Science Master’s in Bioinnovation

  • Sbarro Health Research Organization, Director
  • Philadelphia Estate Planning Council, Member


LL.M., Taxation, Villanova University Charles Widger School of Law, 2003

J.D., Villanova University Charles Widger School of Law, 1999

B.A., cum laude, Colgate University, 1996


  • Pennsylvania
    New Jersey


Best Lawyers, 2024

  • Trusts and Estates
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