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Leslie_Heffernen

Leslie Heffernen, JD, LL.M (Tax), CPA

Director of Fiduciary & Legal Services

As a member of the Fiduciary Services Group, Leslie serves as the Director of Fiduciary and Legal Services. She provides legal and tax expertise on corporate and client matters including compliance, estate planning and the administration of trusts, guardianships, and decedents’ estates. In addition to her law degree, Leslie received her LL.M in Tax and is a CPA.

Leslie brings over 20 years of dedicated experience to Pitcairn. Prior to joining our firm in 2016, she was the founder and principal of Heffernen Law PC for 14 years. She previously held roles at Butera Beausang Cohen & Brennan, LP and the Internal Revenue Service in Philadelphia.

Leslie has a BA, cum laude, from the University of New York at Albany, a JD from the University of Dayton School of Law, and a LL.M in Tax from Temple University. She is admitted to practice law in Pennsylvania, New York, New Jersey, and Connecticut. In addition, she is a member of the United States Tax Court. 

Outside of her professional duties, Leslie is a Trustee of a Pennsylvania bank, where she serves as Chair of the Audit Committee, and is also Board member of the Montgomery County Estate Planning Council. She also serves on the Orphans’ Court Rules Committee and the Audit Committee for the Montgomery County Bar Association. Leslie previously served as president of the Rotary Club of Ambler. Along with presenting on tax, estate planning, and elder law topics for various organizations, Leslie has also written articles on estate planning.

Outside of the legal and tax universe, Leslie starts the weekend off by attending group ballroom dance on Friday nights with her husband. They also participate in dozens of charitable runs every year, including the Philadelphia Broad Street Run.