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Legal Article Library | Pennsylvania Legal Information For Estate Planning, Elder Law, Asset Protection, Family Inheritance Disputes, Wills & More

Perhaps the best way to take control over your financial life is to know as much about your situation and Pennsylvania estate laws as possible. To help inform our clients about some of the basics of estate planning, elder law, will & trust legal information, executor and trustee responsibilities, asset protection, and probate law, we have assembled a number of short, straightforward, and informational articles that explain some of the basic concepts and answer some common questions.

Library Categories

• Local News and Information
• The System For Protecting Your Assets for Your Self and Your Heirs
• Asset Protection
• Estate and Inheritance Tax Planning
• Protecting Heirs from Divorce and Litigation
• Wills and Trusts
• Executor, Trustees and Probate
• Elder Law Trusts, Contracts, Checklists and Solutions
• Ideas and Information That Make Life Better
• Selecting A Will or Estate Planning Attorney
• Ethical Lawyer Marketing
• General

Local News and Information

• Have You Ever Lost Your Keys?   
  Description: Unruh,Turner,Burke,and Frees Attorney's at Law Lost Keys Program will make finding your lost keys easy and likely to happen. Our Lost Keys Program is simple.
• Marcellus Shale Resource Page   
  Description: Find out all about Marcellus Shale and utilize the links we provide for you to better understand Pennsylvania's Marcellus Shale region and its consequences.

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The System For Protecting Your Assets for Your Self and Your Heirs

• Need information on educational expenses and tax issues? Need information about estate planning, wills and trusts for families with college aged kids? [PDF]  
  Description: Latest IRS Form 970 for 2009. This form covers information about taxes and educational expenses.
• Jump In or Go Slow - What is the best strategy for entering the market? [PDF]  
  Description: This excellent document prepared by Bernstein, analysis the age old question facing investors in a down market or anyone who has wealth waiting to be invested. Does dollar cost averaging or all in represent the best policy for building long term wealth?
• A great end of the year check list to make sure that your estate and financial affairs are in order. Print it out, follow the points, and make that nagging feeling go away. [PDF]  
  Description: This end of year checklist will help you to painlessly make sure that your wills and trusts are up to date, and that you're doing what you need to do to put your affairs in order. It includes gifting, some tax planning, and ways to verify that your plan will work.
• In this CBS Money Watch article 8 steps for protecting your family are presented in a clear and concise list.   
  Description: Do you need a quick review of the steps that just about anyone needs to take to protect their family? This is a quick review of the estate planning steps you need to review.
• Why You Need To Get Your Head Out of The Sand and Do Things Differently   
  Description: The old rules of thumb and guidelines about cash, investments, insurance and job security just don't work any more. Learn the seven adjustments that can save your marriage, health, and economic security in a prolonged down economy.
• David M Frees Featued In Magazine as Trust Estate and Wealth Preservation Lawyer [PDF]  
  Description: If you live or work in Pennsylvania and need to update your will, trust, or estate plan, attorney Trust and Estate Attorney David M Frees III has been featured in many newspaper and magazine articles for his knowledge in the areas of trust and estate planning, wills, asset protection and estate tax planning.
• 529 Plans To Educate Children and Grandchildren   
  Description: This article published by FINRA is a resource full of the basic information that you must have to evaluate and use the 529 plans. For Pennsylvania residents thinking about establishing a 529 for a child or grandchild you must understand how they work and the pros and cons of such plans.
• Weathering Financial Hard Times The basics For Your Family Members   
  Description: This is a great nine point system for weathering tough economic times. Good for anyone to review but it is a great resource to share with children and grandchildren. A Pennsylvania probate and will lawyer located in Chester County, Montgomery County and the Philadelphia area brings you the best practices for building and maintaining wealth in tough economic times.
• IRS educational Tax Information for Pa Residents [PDF]  
  Description: This publication by the IRS offers you all of the information that you need on the current tax benefits and laws surrounding college education, Hope loans, and more.
• Tools For Planning, Analyzing and Paying for College   
  Description: This set of tools by FINRA and best planning ideas are brought to you by David M Frees III, estate planning, trust and wills attorney practicing in Pennsylvania. Tools to help you plan for college, save for college and to pay for the extraordinary expenses of college. David and his wife Robin have two kids attending private east coast liberal arts schools and one more getting ready to go in, so they know what you are facing from actual experience.

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Asset Protection

• Is That Person At Your Door a Real Census Worker? What You Should Do and What They Can Legally Ask   
  Description: News and information on what to do and how to act if you are approached by someone claiming to be a census worker. How do you know and what can they ask? Never give out your social security number.
• If Your Assets Include A Wine Collection It May Not Be Protected. Learn The Secrets to Liquid Asset Protection For Your Wine Collection Including Insuring, Protecting and Passing on this valuable asset.   
  Description: Information for wine collectors interested in properly insuring, protecting, and passing on their valuable wine collection. Asset protection for wine collections that may not be protected yet and how to deal with a wine collection in your will or trust.
• Foward Think And Asset Protection Planning Can Work   
  Description: The San Fransisco Bay Guardian speaks it's mind and finds the asset protection planning of another liberal newspaper to be anathema but effective. The lesson? Do the planning right and in advance of when you need it and it might work so well that it makes newspaper editorial witers angry while you get to keep your assets.
• What You Don't Know About Auto Insurance Can Hurt You - Asset Protection In Pennsylvania [PDF]  
  Description: This article by David M. Frees III, Esquire examines the overlooked tool of asset protection: A review and understanding of auto and car insurance. Many Pennsylvania residents and residents of Chester and Montgomery county are exposed to a massive liability risk from uninsured and under insured motorists. Find out how to protect yourself.
• A Quick Review Of Asset Protection Issues For Pennsylvania Residents   
  Description: This article contains an overview of asset protection issues for residents of Pennsylvania. It covers lifetime strategies and techniques as well as asset protection that can be included in a will to protect a spouse and or children and grandchildren.

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Estate and Inheritance Tax Planning

• When a spouse dies, it is more complicated than ever to get the right tax treatment for you as the surviving spouse and for your children. A new IRS release has answers   
  Description: If you have assets above 1 million dollars and your spouse has passed away, you may need to file new forms. Don't be tricked by the complexity. Find out more
• Federal Estate Tax Changes For 2009, 2010,2011 and 2012 A Quick Review of Federal Estate and Gift Tax Important numbers and changes [PDF]  
  Description: This chart walks you through the most important changes to the federal estate tax (also know as the death tax) and the gift tax changes for the years 2009, 2010, 2011, and 2012. These are the changes that may most impact your will, trust, and estate planning documents
• What is Happening In Congress - Proposed Changes To The Federal Estate Tax   
  Description: July 2oth motion in the Senate on reinstatement and modification of the federal estate tax.
• Pennsylvania attorney David M. Frees III, Esquire named as Pennsylvania Super Lawyer and a "Top Lawyer" by Main Line Today Magazine.   
  Description: Congratulations to our partner and Estate and Trust Section Chairman David M Frees III on being named as both a Pennsylvania Super Lawyer and as Main Line Magazine Top Lawyer in the Trust and Estate Sections.
• Gift Tax Return [PDF]  
  Description: IRS form 709 for gift taxes
• 709 Extension To File [PDF]  
  Description: 709 Extension To File Return
• Jennifer Messa was previously with Davis, Bennett & Spiess (currently Davis, Bennett, Spiess & Livingood)in Wayne Pa, is currently with Unruh, Turner, Burke and Frees 610-933-8069.   
  Description: Jennifer Messa reminds clients it is time for their trust, estate, and personal income tax returns 610-933-8069
• If Jennifer Messa has been your trust, estate, or tax attorney, she can now be contacted at her new firm: Unruh, Turner, Burke and Frees 610-933-8069   
  Description: Wayne Tax attorney and trust and estate lawyer Jeniffer A. Messa was previously with Davis, Bennett & Spiess (Currently Davis, Bennett, Spiess and Livingood) is now, Of Counsel with David M. Frees III and Unruh, Turner, Brke and Frees
• Why Your Will Might Not Work Any Longer and What You Need To Do About Your Estate Plan.   
  Description: Why 2010 needs to be a year for reviewing your will, trust, power of attorney and estate planning documents. How and why you update wills that might not work any more. David M. Frees on 2010 and estate planning changes - the perfect storm of danger for tax payers.
• Get This Quick Checklist to Protect Yourself and To End The Year The Right Way   
  Description: A quick review of gifting rules, and reminders about the end of year essentials for any good estate plan and asset protection planning.
• Asset Protection Trusts and The Federal Estate Tax - Important News. If you have or want an asset protection trust... [PDF]  
  Description: This is a private letter ruling from the IRS on the important question of whether or not domestic asset protection trusts are included and taxed for federal estate tax purposes under the Internal Revue Code.
• We try to present many points of view on issues important to our clients. This article by the Heritage Foundation advocates 7 Reasons for Repeal.   
  Description: Reasons to repeal the federal estate tax or or "death tax," depending on your view.
• Estate Planning End of Year Check List [PDF]  
  Description: This great checklist walks you through a number of important decisions, steps, and tasks for the end of any year to make sure that your estate and financial planning are up to date, and valid.
• Get Federal Tax Credits for Thinking Green   
  Description: This article explains the new federal tax credits that have been put in place to reward homeowners for adding energy- efficient home products. Energy-efficient home products include replacing storm windows, adding insulation, replacing a heating system, and adding central air. If you are thinking about improvements for your home or a home you are building look into these tax credits and see if you can save money and make your home and the world a little more energy efficient!
• Six Important Things To Review In Your Estate Plan   
  Description: The economic climate today is uncertain and the Obama administration's changes to the estate tax make it a good time to review your estate plan. This article explains in depth six things to consider while reviewing your estate plan such as Formula Clauses/ In Your Will Or Trust, A GRAT, and Family Limited Partnerships.
• Pennsylvania Estate Planning and Asset Protection Attorney Interviewed [PDF]  
  Description: Interview of will, estate, and asset protection lawyer David M. Frees III on Enhanced Estate Planning. David tells you how to protect your assets, your wealth and your heirs and family from lawsuits, taxation, and family disputes. David Frees represents clients throughout Pennsylvania, Chester County, Montgomery County, Philadelphia, Phoenixville, Paoli, Ardmore, West Chester and other communities.
• Bi partisan Tax Policy - Thoughts and Direction [PDF]  
  Description: Estate taxes and income tax policy can have a dramatic effect on your ability to build and to preserve assets. Currently, federal tax policy is haphazard and reactive. This article examines new appraoches and advocates a simpler tax code.
• The essential tax laws for this year   
  Description: The best will lawyers, and trust, probate and estate lawyers are telling their clients not to wait for the new law. You need your estate plan to work now. This brief article reviews what David M. Frees III is telling clients in Pennsylvania and in Chester County, Philadelphia, and Montgomery County to do in 2009 pending the passage of a new law. What to make gifts to children and grandchildren? What are the new shelter amounts for federal estate taxes?
• What Is The Government Forgetting and How The Estate Tax Factors into Stimulous   
  Description: This New York Times piece is an interesting overview of what a number of experts think is missing from the government's latest economic package - and why the federal estate tax should be eliminated - but won't be.
• Future of The Federal Estate Tax - Two Views   
  Description: Two possible views of what will happen under Obama and a democratic congress.
• David M Frees Featured In Magazine Article on estate and Wealth Planning [PDF]  
  Description: David M. Frees' Enhanced Estate Planning Process helps clients to get what they really want from their estate planning documents. Many clients fail to pass on their families wealth and wisdom. Now it is possible to do both.
• Dave Frees on Enhanced Estate Planning [PDF]  

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Protecting Heirs from Divorce and Litigation

• What Does The Slomsky Case Mean to You? Well, if you have a power of attorney named and a retirement account be sure that your POA accurately reflects whether or not your agent can change your plan beneficiaries. [PDF]  
  Description: The Pennsylvania Supreme Court recently ruled that a power of attorney grants the right to an agent to change beneficiaries of retirement plans independently of the power to make gifts. If you have or want a power of attorney you must understand this new ruling.
• David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family [PDF]  
  Description: David M. Frees III, Esquire in the news: Frees publishes numerous articles and blogs for Pennsylvania residents interested in Estate Planning, Asset Protection, Elder Law and Business Succession, and for Executors.
• David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family [PDF]  
  Description: David M. Frees III, Esquire in the news: Frees publishes numerous articles and blogs for Pennsylvania residents interested in Estate Planning, Asset Protection, Elder Law and Business Succession, and for Executors.
• Protecting Your Childrens' Inheritance from Creditors [PDF]  
  Description: Special Points of Interest in this Newsletter:
  - How can we protect our children's inheritance from their creditors?
  - Now parents can take advantage of estate planning opportunities to help secure the distribution of assets that they will make to their children.
  - Learn how to protect your children from personal injury creditors, professional liability and divorce.

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Wills and Trusts

• Estate Planning Client Newsletter - Fall 2011 [PDF]  
  Description: Our newsletters contain topical information and news related to federal estate tax, inheritance taxes, wills, trusts, asset protection and estate planning
• Getting A Will is an important start to any good estate plan. Without it the state's intestate laws determine where your assets go. This article and video explain the best practices for Pennsylvania residents who want to get a will and related estate planning documents   
  Description: Getting a will and estate plan are essential for Pennsylvania residents who have children, own a home or business or who have insurance savings and investments
• Do You Have a Memo With Your Will or Trust?   
  Description: Avoid family drama and make it easier on your family or loved ones after you are gone by leaving them with a Memo that gives them guidance on what to do.
• Lawyer Trust Language Decoded For Non-Lawyers   
  Description: Do you want to understand what you trust or estate lawyer is saying? Do you hear people talking about trusts but do not really know much about them. Read this
• A Guide to Trusts: How to Find the Right Trust for You   
  Description: How do you navigate through the hundreds of trusts out there? Read this handy trust guide that explains some of the most common trusts and their uses.
• Choosing A Trustee: Individual Trustee vs. Bank or Corporate Trustee   
  Description: The trustee of a trust is a very important job. They manage assets and make many decisions regarding the trust. Who is the right trustee for you? Here are some advantages and disadvantages of individual trustees verse corporate trustees (such as a bank or trust company) so you can pick the best trustee for your trust.
• Protecting a Child or Adult with Special Needs   
  Description: Are you wondering what will happen to a disabled child or loved one after you are gone? This report on Pennsylvania special needs trusts and supplemental needs trusts explains what these trusts are and how you can create one. Find out today if one of these trusts is right for you and your family.
• Super Lawyer David Frees of Unruh, Turner, Burke and Frees has offices in Phoenixville, Pennsylvania   
  Description: Are you looking for an attorney in the Phoenixville area? David M. Frees III is
  a respected attorney with law offices in Phoenixville, Pennsylvania
• If you are looking for a will, trust, probate, or estate lawyer in Phoenixville, Pennsylvania, David Frees focuses on his clients will, estate, probate and asset protection needs and in solving the problems that most concern you.   
  Description: Super Lawyer David Frees of Unruh, Turner, Burke and Frees has offices in Phoenixville, Pennsylvania providing trust, estate, and elder law services. David Frees' Phoenixville offce also provides simple estate plans, wills trusts, and estate help for executors
• How To Find A Trust, Estate, or Will Lawyer in Chadds Ford, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Chadds Ford, Pennsylvania.
• Senator Edward Kennedy's Will - Probated [PDF]  
  Description: This is Senator Edward Kennedy's will as offered for probate. It contains som interesting lessons and information.
• Worried that you have kids - older or just born but haven't done your will or updated it? Want a reminder of what you need to do right now? Feel better. Just download this easy reminder list on what and how you name a guardian, update your will, pick an executor [PDF]  
  Description: This check list lets you know and reminds you of what to do to do a will or to update your will, trust, or estate plan. This is especially important when you have children. Copy it, print it, and follow the list to protect your kids.
• Get Grandma The Right Advisor To Avoid Trust Mill and Sales Scams   
  Description: Many elderly people are falling victims to trust mills and trust "salesmen" posing as "certified trust advisers" and selling form trusts and expensive products to the elderly either at seminars or in their homes. Some states, including PA have moved to sue these fraudulent players to protect the elderly.
• Basic Estate Planning   
  Description: What are the basic planning tools and what problems do they solve? What do many Pennsylvania residents fail to do that can cause problems? How do the best will attorneys in Chester, Montgomery, Delaware and Philadelphia counties protect their clients' and clients' estates?
• Who Has The Right to Inherit In Pennsylvania   
  Description: Under Pennsylvania law your will might not always work. This article explores laws that might override a Pennsylvania will and how you can still keep control of your estate plan and carry out your wishes.
• Revocable and Irrevocable Trusts   
  Description: Both Revocable and Irrevocable Trusts are important tools in your Pennsylvania Estate Planning. This article explores what is a Revocable and Irrevocable Trust.
• Courts Deciding Cases Involving Gay Marriages and Probate Issues   
  Description: Many courts are beginning to confront the issues created by some states and countries recognizing gay marriage while others do not. Issues such as wills, and medical and business powers of attorney are beginning to be decided by local and appellate courts. The mixed results show the need for gay couples in Pennsylvania with and without children to do effective will and trust planning. There are best practices for gay and lesbian couple from Pennsylvania to consider in their will, trust, and estate planning.
• Enhanced Estate Planning To Pass On Finacial Wealth and Wisdom [PDF]  
  Description: In this Interview David M Frees III describes how to take your estate planning to the next level and to protect your families values, knowledge and wisdom for generations to come.
• Why You Need to Review Your Estate Plan Now [PDF]  
  Description: In this newletter:
  - How your present wills and trusts may be structured now
  - Why you might modify them for Increased Flexibility
  - Why mandatory funding of trusts might still make sense for some clients
  - Why you need to review beneficiary designations and ownership of joint assets

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Executor, Trustees and Probate

• Links To Other Law Offices and Services For Unruh, Turner, Burke and Frees Client Needs   
  Description: This page contains links to other law offices both inside of Pennsylvania and outside the state for clients that need these resource. Please feel free at any time to contact David M. Frees III at Unruh, Turner, Burke and Frees for referrals to firms throughout the United States and in other countries when you or a family member has a business, or personal legal need that we cannot meet.
• Probate Blunder   
  Description: A person died and only a copy of the original will was found. Can the copy be submmited to probate court and what does it mean?
• Common Delays In The Probate Process   
  Description: This article explains the Pennsylvania Probate Process. Probate can take several months to several years. Find out in this article what is Probate and what are the common causes for delays in the Estate Administration process.
• The Simple Things Matter - Keep Your documents, records, and passwords in order   
  Description: Many carefully planned estates turn into a nightmare because people think that the plan is done when the will or trust is signed. But keeping your records, documents, beneficiary designations and passwords in order makes all of the difference. One of Pennsylvania's most experienced will, trust and estate lawyer's walks you through the process of creating a plan that survives and works to shorten the probate process.
• How Much Can Executors Be Paid Under Pennsylvania Law?   
  Description: This article examines executor fees in Pennsylvania. How much can Pennsylvania executors be paid? Does the size of the estate matter? How are the fees computed?
• How Much Do Pennsylvania Attorneys Charge as Estate Fees   
  Description: Consumers want to know how much attorneys charge estates. This brief article walks you through the several ways that attorneys charge and what you need to know before hiring an attorney.
• Part Ten: Limiting Liability Exposure and Creating a Family Settlement Agreement   
  Description: 10 of 10 in a series about mistakes executors make and the steps they can take to fix them
• Bonus Question: Making Sure The Will Is Authentic   
  Description: Bonus Question in a series about mistakes executors make and the steps they can take to fix them
• Bonus Question: Pour Over Will   
  Description: Bonus Question in a series about mistakes executors make and the steps they can take to fix them
• Bonus Question: Naming An Executor   
  Description: Bonus Question in a series about mistakes executors make and the steps they can take to fix them
• Part Nine: Failing To Meet Important Tax Deadlines   
  Description: 9 in 10 in a series about mistakes executors make and the steps they can take to fix them
• Bonus Questions on Avoiding PA Executor Mistakes   
  Description: Bonus Questions in a series about mistakes executors make and the steps they can take to fix them
• Part Eight: Getting The Help You Need   
  Description: 8 of 10 in a series about mistakes executors make and the steps they can take to fix them
• Part Seven: Failing to Advertise Estate Administration   
  Description: 7 in 10 in a series about mistakes executors make and the steps they can take to fix them
• Part Four: The Failure to Follow The Terms Of The Will   
  Description: 4 in 10 in a series about mistakes executors make and the steps they can take to fix them
• Part Two: Executors Must Verify That They Have The Right Document   
  Description: 2 of 10 in a series about mistakes executors make and the steps they can take to fix them
• Part Three: PA Executors Must Comply with Certain Legal Requirements   
  Description: 3 of 10 in a series about mistakes executors make and the steps they can take to fix them
• Part Five : Failure To Get Discount For Early Inheritance Tax Payment   
  Description: 5 in 10 in a series about mistakes executors make and the steps they can take to fix them
• Part Six: Failure To Follow Advice and Get the Best Agreement Fees   
  Description: 6 of 10 in a series about mistakes executors make and the steps they can take to fix them
• Part One : Learn How Pennsylvania Executors Stay Out of Trouble   
  Description: Will and Probate Attorney David Frees examines the top ten mistakes that Pennsylvania executors make and how to avoid personal liability and lawsuits against executors. Learn to be an executor in Pennsylvania
• Avioding The Mistakes Many Pennsylvania Executors Make   
  Description: This series of ten brief articles examine the most common mistakes of Pennsylvania executors and how to avoid the personal liability that can result. The best Pennsylvania probate and will lawyers prepare estates and executors to avoid these problems. If you are an executor in Chester County, Montgomery County, or Delaware or Philadelphia County make sure that you know how to avoid liability during the probate.
• Preventing Personal Liability For Pennsylvania Executors   
  Description: Will and Estate attorney David M Frees III examines common problems and mistakes by Pennsylvania executors and how the best will and estate lawyers will help to prevent them.
• The Pennsylvania Uniform Trust Act _ What Trustees Need To Know Now   
  Description: Pennsylvania trustee can be personally liable for many things. This article explores the obligations of trustees under this new law and how trustees can prevent personal liability.
• Malvern Federal Bancorp - A Local Institution   
  Description: Many Chester County residents are invested or have ownership in this conversion from a thrift to a
  bank and it is part of many chester county resident's estates.
• Appointment of an Executor or Administrator of an Estate [PDF]  
  Description: Special points of interest in this newsletter:
  - Choose experienced investment advisors and legal counsel to minimize the risk of personal liability
  - An Executor is named in Decedent's Will
  - An Administrator is appointed where there is no will or when the person or persons named in the will cannot act

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Elder Law Trusts, Contracts, Checklists and Solutions

• A Handbook On Dimished Capacity [PDF]  
  Description: This is an outstanding resource for attorneys on the issues of client's diminished capacity. Checklists, a lengthy list of resources and many issues examined in detail. A must have for people facing the issues of aging.

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Ideas and Information That Make Life Better

• Mind Hacks and Tools For Improving Travel, Business, and Life   
  Description: Tools and strategies for improving travel, business and life. Includes marketing, technology and persuasion and influence tips and tools

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Selecting A Will or Estate Planning Attorney

• How To Find A Trust, Estate, or Will Lawyer in Charlestown Township, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Charlestown Township, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Chesterbrook, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Chesterbrook, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Burmingham, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Burmingham, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Devault, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Devault, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Devon, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Devon, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Downingtown, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Downingtown, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Glenmoore, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Glenmoore, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Chester Springs, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Chester Springs Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Hershey Mill, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Hershey Mill, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Jennersville, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Jennersville, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Kennett Square, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Kennett Square, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Chester Springs, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Chester Springs Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Parker Ford, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Parker Ford, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Phoenixville, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Phoenixville, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Chester Springs, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Spring City, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Unionville, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Unionville, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in West Goshen, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in West Goshen, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Valley Forge Mountain, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Valley Forge Mountain, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Waynesborough Woods, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Waynesborough Woods, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Devon Hunt, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Devon Hunt Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Willistown, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Willistown, Pennsylvania.
• How To Find A Trust, Estate, or Will Lawyer in Birchrunville, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Birchrunville, Pennsylvania.
• Local lawyer David Frees selected as one of the Main Line's Top Lawyers for trusts and estates in Main Line Today magazine. [PDF]  
  Description: David Frees is selected as Top Lawyer in the Trust and Estates Lawyer section of Main Line Today.
• How To Find A Trust, Estate, or Will Lawyer in Burmingham, Pennsylvania   
  Description: Help finding an experienced and local trust, will, or estate planning lawyer in Burmingham, Pennsylvania.
• If you want the convenience of a lawyer located in Phoenixville Pennsylvania who limits his practice to wills, trusts, estate planning and asset protection planning, then this is an important article.   
  Description: If you are trying to find an experienced lawyer practicing in the areas of wills, estates, and trusts, asset protection, and elder law in the Phoenixville Area with a high AVVO rating then this article will help.
• Are You Looking for a Lawyer Experienced in the Areas of Trust and Estate Planning for a Will, Trust, Estate Plan, Power of Attorney or other Estate Planning Documents such as GRATs, or Qualified Personal Residence Trusts and Located In West Chester?   
  Description: Information for searching for and selecting a trust, estate, elder law and asset protection lawyer located in West Chester Pennsylvania including links to the AVVO search engine and Attorneys such as David M. Frees III, Esquire (Rated 9.5 Superb), Kevin Holleran, Louis Teti and others.
• Are you looking for a lawyer experienced in the areas of trust and estate planning for a will, trust, estate plan, power of attorney or other estate planning documents such as GRATs, or Qualified Personal Residence Trusts and Located Conveniently in Malvern?   
  Description: Information for searching for and selecting a trust, estate, elder law and asset protection lawyer located in West Chester Pennsylvania including links to the AVVO search engine and Attorneys such as David M. Frees III, Esquire (Rated 9.5 Superb), Kevin Holleran, Louis Teti and others.

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Ethical Lawyer Marketing

• Do You Want A More Profitable Elder Law, Trusts, Estates, Estate planning and/or Asset Protection Practice? Read this offer from Two Top Legal Marketers Dave Frees Esquire and Ben Glass esquire   
  Description: Specific plans, tools, tactics, strategies, and systems used by some of the country's top legal marketers and how to apply them to a trust, estate, estate planing and asset protection or elder law practice from legal marketing gurus Dave Frees and Ben Glass.

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General

• Starting or Returning to College Checklist [PDF]  
  Description: Here is a helpful checklist for heading off or back to college for your child. Along with this checklist make sure they have the essential legal documents.
• Picking The Best Estate and Will Lawyer for Your Specific Needs   
  Description: Suggestions for selecting the best will, probate, or asset protection lawyer in Chester and Montgomery County for your particular needs. David M Frees III, Esquire has offices in Malvern, Phoenixville and West Chester Pennsylvania and practices in the areas of Trust and Estate Planning, Asset Protection Planning and in representing executors and trustees in Pennsylvania and specifically in Chester County, Montgomery County, Philadelphia, Berk and Bucks Counties.
• Early news on the Obama Administration's new plan to tax the rich   
  Description: This US News and World Reports' Article covers recently released on proposed changes to the income tax laws and how they will impact those earning $235,000.00 and above. There is a proposed new rate of 39.6%
• Estate and Trust Lawyer David Frees Helps To Host Charity Auction   
  Description: Phoenixville Area Chamber of Commerce hosts a charity auction with author and will and probate attorney David M Frees as the "celebrity" auctioneer.
• More News From Will Lawyer David M. Frees for Retired PA Residents   
  Description: Estate Planning lawyer Dave Frees has more news about tax benefits for Retirees living in Pennsylvania. Unryh, Turner, Burke and frees and David Frees have offices in Phoenixville, Malvern, and West Chester Pennsylvania
• Estate Planning For 2009 and beyond   
  Description: Why estate planning will be big in 2009.
• The Changing Landscape of Medicaid Planning [PDF]  
  Description: The Deficit Reduction Act of 2005 brings changes in...
  - Gifting/asset transfer rules
  - Ineligibility period
  - Consideration of equity in primary residence
  - Rules relating to annuities
  - Refundable Entrance Fees will be considered a resource
• Drafting an Effective Power of Attorney [PDF]  
  Description: In this newletter:
  - What is a power of attorney?
  - What are the dangers of failing to execute a power of attorney?
  - What specific clauses should be included in the power of attorney to make it effective for nursing home planning?
• Medicaid and Nursing Care Planning Gifting to the Irrevocable Trust [PDF]  
  Description: Special Points of Interest in this Newsletter:
  - Asset Control
  - Income Retention and Capital Gains Issues
  - Children's Creditor's
  - Estate Planning

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