Practice Areas
- Alternative Dispute Resolution For Estates and Trusts
- 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
Blog 
Estates & Trusts 
- Tax Court Case Alert: Gifts of Limited Partnership (FLP) Interests Fail to Qualify for Annual Exclusion
- Should I Make Gifts In 2010? The How and Why of Gifting In The Current Environment
- Alert: PA Case Evidences Need To Review Tax Clause In Your Will
- Announcing Our Complimentary Will and Trust Review Clinic and Appointments
- PA Case Law Update: Your Joint Accounts Might Not Pass To Surviving Joint Owner
Asset Protection
- Asset Protection Of Bank Accounts - It's Not All About The Signature Card
- Tiger Woods, Prenuptials and Estate Planning For Second Marriages
- When It Comes To Bank and Investment Accounts Less Can Be More
- Is An IRA Still Protected From Creditors After The New Florida Case?
- Protecting Yourself from Uninsured Drivers
- Money In Your Mattress? Another Reason To Worry.....
- Off Shore Accounts: Do You Need One? Are They Legal?
- Using Family Limited Partnerships
- Asset Protection Alert For Contractors and Those Who Do Work In Or Around Homes
- Estate Planning and The Credit Crisis. Why Understanding It Might Help
Estate and Inheritance Tax Planning
- What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?
- What Happens To Estate Planning As Marriages Are Replaced By Cohabitation?
- Gift Tax Myths and Realities For 2010.
- Congress has Created A Very Big Mess. What do You Do About Your Will or Trust Now?
- Why Congress' Failure Today On Estate Tax Reform Might Really Hurt You.
- David Frees Achieves AVVO's Highest Rating 10.0
- Estate Tax or "Death Tax" Revisions Pass The US House - What Will You Do?
- Asset Protection Trusts Just Got Better - Does Your Trust and Estate Planning Layer Know This?
- Will The Federal Estate Tax Ever End? Probably Not But Here is News on The Death Tax
- Does Pennsylvania Have A Tax On End of Year Gifts to Children and Grandchildren?
Protecting Heirs from Divorce and Litigation
- Disinheriting a Beneficiary - Know How To Minimize the Threat of A Will Contest
- The Obamas Are Saving For College. How Are They Doing It?
- Protecting Your Heirs From divorce and Lawsuits
- I Love My Kids' Spouses....but What Parents Can Do To Protect Their Heirs From Divorce
Wills and Trusts
- Why Update Your Will? In This Case Your Head Might Be Frozen
- Why Old Trusts Might Cost Yor Estate Money and Why You Still Need A Will
- Do On Line Wills Really Work? LAwyers vs. The Wall Street Journal Consumer Columnist on Self Help Wills
- Edward Kennedy's Will and The Estate Planning Lessons You Should Heed
- Protecting Your Estate Plan and Will From Challenges
- Is Your Estate Plan or Will Bullet Proof? Preventing Successful Will Challenges
- Why You Need A Will - According To USA Today
- Revocable and Irrevocable Trusts In Pennsylvania
- Why Your Will Might Not Work?
- My Wife and Kids Get it Right? Guess Again. No will or an out dated will May Not Work.
Executor, Trustees and Probate
- When Probate is Good. The Five Times You Really Want To Probate A Will and The Probate Judge Is Your Best Friend
- Starting the Probate Process In Pennsylvania
- Executor's Fees In Pennsylvania - Why Are They Being Cut and By Whom?
- Doing a Great Job as an Executor Means Knowing the Mistakes to Avoid
- Are Executors Personally Liable? Do You Know What You Are Getting Into?
- Will Confusion
- Flat Fees For Probate - That's What Executors Want From Law Firms
- The Probate Process: Common Delays
- Estate Planning That Really Works - Get Records, Documents and Passwords Organized
- Read This Before You Hire An Estate Attorney - Attorneys Fees
The System For Protecting Your Assets for Your Self and Your Heirs
- Estate Planning - The Issues and Strategies For Families With Minor Children
- 529 Plans The Top Five Reasons
- Protecting Your Estate and Wealth: Do You Rush in Or Go Slow as Markets "Recover"?
- Family Finances - Should You Be Doing Things Differently?
- The FLP So Good - But Not For Your Personal Use
- Frequently Asked Questions About Pour Over wills, A handwritten Will, and Who Should Be Executor?
- Pennsylvania Attorney Recognised For Work In Estae Planning For Families
- Estate Planning and Family Communications Skills Avoiding Trouble Achieving Success
Ideas and Information That Make Life Better
Information For Retired Pennsylvanians
Leaving A Lasting Legacy (TM) Family Wealth
TAXES and News
- Real Ideas and Information on An Estate Tax Situation that is Crazy
- Great Review Of New Year Estate Planning Issues and Dangers
- Forget the Federal Etate Tax - According To Russia We Have Bigger Problems
- Married To A Wealthy Spouse? Under the New Law You Might Find Yourself Disinherited
- Estate Tax Mess - The Times Says "Americans Deserve Better"
- Quick Overview of Estate Tax News and Analysis of How Estate Tax Now Affects You
- News You Need To Know On The Federal Estate Tax and HB 3905 and HB 4154
- More IRA Tax Relief From The IRS for Those Over 70 with Required Minimum Distributions
Resources For Clients and Readers
- 2010 Useful Ideas For The New Year and Beyond
- Financial Tip: Great Finanicial News and Information Wesite
General
News
- Posted on 2/23/2010Estate Tax Strategies For 2010 and 2011
- Posted on 1/25/2010New IRS Ruling On Domestic Asset Protection Trusts
- Posted on 1/17/2010How To Avoid Family Disputes - How To Deal With Your Posessions
- Posted on 1/14/2010Pennsylvania Inheritance Tax Planning - Less Can Be More
- Posted on 1/10/2010There is No Estate Tax. What Now? The Answers Will Surprise You.
Library
- 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
Please login
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.This area is secure and requires a Username and Password to enter. To obtain a Username and Password, please contact us.
If you already have a Username and Password, please login below:
For more info from David M. Frees, III
Begin your case review by filling out the form below:
Offices
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
Videos
The System For Protecting Your Assets for Your Self and Your Heirs:
- Protecting Your Heirs From Divorce or Lawsuits
- Enhanced Estate Planning 1 - What is It? Why Do it? How?
- Enhanced Estate Planning 3 How Do I Do I do It? Your Questions Answered
Asset Protection:
Estate and Inheritance Tax Planning:
- Beneficiary Controlled Trusts
- How Much Can I Give without Filing A Gift Tax Return?
- No More Death Taxes - On the View.
- Keeping Assets in The Family or How I Got The Best of A Very Bad Stock Market
Protecting Heirs from Divorce and Litigation:
- Divorce Protection For Your Heirs - The Quick and Dirty Need To Know
- Using The Beneficary Controlled Trust to Protect Your Heirs
Wills and Trusts:
- Bullet Proof Your Will From Challenges Part 1 of 5
- Protecting Against Will Challenges- When to Use a Trust (Part 2 of 5)
- Beneficiary Designation and Protecting Your Estate (Part 3 of 5)
- More Information About Why You Need A Will
- Understanding the GRAT Grantor Retained Annuity Trust
Family Communications and Dynamics:
General:
FAQs
The System For Protecting Your Assets for Your Self and Your Heirs
Asset Protection
- What is "Asset Protection"?
- Doesn't holding my assets in joint names protect them from my creditors or from lawsuits?
- How do I use a trust to protect assets in the event that I need nursing home care?
Estate and Inheritance Tax Planning
- How much can I give away during my lifetime?
- How much is the annual gift tax exclusion?
- What taxes affect estate planning?
Wills and Trusts
- Which is Better The Will or Revocable Living Trust? The probate vs. non probate debate continues.
- If we have a child named as a beneficiary of an account or POD (Pay On Death) and that child goes into bankruptcy, can our assets be taken away?
- Do I give up control to my trustee if I create a revocable or living trust?
Executor, Trustees and Probate
- How much can an executor charge for an estate in Pennsylvania?
- How long does probate take in Pennsylvania?
- As an Executor, how do you make sure a handwritten will is authentic?
Elder Law Trusts, Contracts, Checklists and Solutions
- Can family members be paid for providing care to an elderly parent or relative without disqualifying them from long term care under medicaid?
- I have a revocable living trust. Does that protect my ssets from a nursing home spend down?