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Asset Protection

1/25/2010
David M. Frees, III
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Asset Protection Of Bank Accounts - It's Not All About The Signature Card

A Florida bankruptcy judge has ruled that the subsequent actions of a couple might change the nature of the bank account that they established and thereby destroy the protected quality of that account.  It is no longer just a matter of the signature card. 

For more information on this new ruling about joint bank accounts between husband and wife, click here.

This points out the need to not only title your assets correctly for estate planning and asset protection purposes, but to understand the theory behind the protections you seek so that you can maintain the tax planning or asset protections that you are looking for.

For a consult, or to update an older will or trust, call 610-933-8069 and for a free initial consultation for Pennsylvania residents mention this code:  EstatePlanners2010

David Frees is an attorney practicing with the law firm of Unruh, Turner, Burke and Frees
The firm maintains offices in Malvern, Phoenixville, and West Chester Pennsylvania.

David Frees has attained the highest AVVO rating of 10 and has been selected as one of the Main Line's "Top Lawyers" by Main Line Today Magazine.

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Phoenixville
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Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
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116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323
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West Chester
17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323
See David by Appointment call 610-933-8069 For David Frees
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Offices

Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323

Regular Business Hours

Malvern
116 E. King St.
Malvern, PA 19355
Phone: (610) 240-0750
Fax: 610-240-9323

By Appointment

West Chester
17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323

See David by Appointment call 610-933-8069 For David Frees

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