Professional Bio
Robert M. Maxwell is an adjunct professor at the Villanova University Charles Widger School of Law where he teaches Decedents' Estates and Trusts and Assisted Reproductive Technology as well as Fundamentals of Testamentary Planning in the Graduate Tax Program. He consults on estate and gift tax matters for Sterlington PLLC as an Estate & Fiduciary Accountant. He worked as a Senior Estate Accountant for Morgan, Lewis & Bockius LLP from September of 2023 until October of 2025 where he prepared estate and gift tax returns for clients of the firm and consulted on estate related matters. He served as Chair of the Probate and Trust Law Section of the Philadelphia Bar Association in 2024.
Prior to March of 2023, Mr. Maxwell worked at The Glenmede Trust Company, N.A. for over 23 years. He served as Director of Estate and Trust Settlement in Glenmede’s Philadelphia office for the last nine years that he worked at Glenmede. He was responsible for oversight of all aspects of estate administration for estates where Glenmede served as executor including preparation of death tax returns, post-mortem planning, and management of the court accounting group that prepares accountings for trusts and estates as required by the Courts. Before joining Glenmede in 1999, Mr. Maxwell was employed by First Union National Bank, first as an administrative officer in the Equipment Leasing Department and then as a tax officer in the Death Tax Unit.
Mr. Maxwell has been a lecturer and author for the Pennsylvania Bar Institute and other professional continuing education organizations on such topics as Federal Estate and Gift Tax Preparation; Pennsylvania Inheritance Tax Preparation; Federal Estate Tax Portability; Generation-Skipping Transfer Tax; Powers of Appointment; Responsibilities, Risks, and Rewards of Estate Settlement; and Assisted Reproductive Technology and Estate Planning.
Mr. Maxwell received a Bachelor of Arts degree and a Master of Arts degree in Anthropology from the University of Pennsylvania (1984 and 1986). He received a Juris Doctor degree from Villanova University School of Law (1989) and is licensed to practice law in Pennsylvania and New Jersey. He is also a member of the Philadelphia Estate Planning Council. Mr. Maxwell holds the Accredited Estate Planner® designation.
He lives in Montgomeryville, Pennsylvania, with his wife, Julia R. Toner, Esq. (JD, Villanova Law, 1989) and Franklin the Welsh Terrier.
