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Pennsylvania Estate Planning, Will, Trust & Probate News

Pennsylvania estate planning laws and strategies change more often than you might think -- and it is extremely important that estate planning & trust attorneys in Pennsylvania stay informed and innovative. Below, we regularly add pertinent PA legal news that could affect how we approach your individual estate planning, inheritance dispute resolution, and asset protection needs. Keep up to date by reading about estate planning legal news and current events.

News Category: All CategoriesLocal News and InformationMediation For Estates and TrustsAsset ProtectionEstate and Inheritance Tax PlanningProtecting Heirs from Divorce and LitigationWills and TrustsExecutor, Trustees and ProbateLifestyle and Quality of Life News and ProductsTax Related MattersFinancial and Estate Planning News AlertsGeneral

Local News and Information

• Phoenixville Lawyers Sponsor TEDx at the Colonia Theater
  Aug 14, 2010

  Phoenixville's own attorneys David Frees and Doug Kaune  aren't just focused on wils, trusts, and estates.  Both David and Doug are partners of Unruh, Turner, Burke and Frees and are sponsoring the first ever TED conference.  For more information about tickets, times and TEDx Phoenixville, clcik here.
  
  

Mediation For Estates and Trusts

• Better Mediation of Estate, Custody and Commercial Disputes - Mediator and Attorney David Frees To Teach
  Sep 26, 2011

  If you are a therapist, lawyer, or mediator and you need to hone your skills
  or to understand how and why successful mediations work, then plan on attending...
  
  Are you a lawyer in need of an experienced mediator of trust, estate and family disputes?
  
  On Novmber 10th, 2011 David Frees, an attorney and mediator as well as an instructor of
  mediation skills will be presenting on the neurobiology of mediation, persuasion, and influence.
  
  
  
  This presentation for members of the Philadelphia Bar Association will cover many of
  the following topics:
  
  

  7 Mediation Skills and Secrets No Mediator, Judge, or Lawyer Can Ignore
  
  The Three Language Patterns You Must Avoid At All Cost For Successful Mediation
  
  Mediation: Looking For A Way To Settle Disputes and Keep Relationships Intact?

  What Mediators Crave - The Neuroscience of ADR and How To Make It Work Better For You
  
  Unlocking The Hidden Profits Of Your Mediation Practice - Overnight
  
  Wake Up To Effective Alternatives Why Mediation and ADR Matters To Lawyers and What You Need To Know
  
  For more information call the Philadelphia Bar Association's ADR Section or David Frees at 610-933-8069.
  
  P.S.  If you cannot attend ask about David's other appearances and programs throughout the area or
  around the country. 

    
  Need a mediator for a dispute involving a trust, estate, or family business matter?  Call 610-933-8069.
  David Frees was first trained as a mediator and in all matters involving alternatives to resolving litigation when he was n law student at the University of Pennsylvania and has spoken and written on the topic for over 25 years. 
  His is an experienced attorney with over 23 years of estate and trust practice and acts as a neutral mediator. 

• Saving The Family Relationship and Estate- Dave Frees Lectures On Estate Mediation
  Sep 22, 2011

  When a dispute breaks out among family members over a trust or estate, the effects (both oersonally and financially) can be devastating.  Family relationships can be destroyed, estates or trusts can be eaten up by fees and the other costs of litigation can include delays, frustration, anxity, and lost benefits. 
  
  Mediation can therefor be a real benefit in solving family disputes and avoiding litigation over wills, trusts and estates.  But, you have to have the right and a skilled mediator.  That's where David Frees is now focused - proding great estate and trust medaitions and training more effective mediators.
  
  Attorney David Frees originally trained in mediation and alternative dispute resolution while a student at the University of Pennsylvania and his partner, Steven Lagy, have been presenting a program on neuroscience and mediation to lawyers, therapists, and mediators throughout Pennsylvania.
  
  See atricles and the links to news about David Frees and mediation presentations:
  
  

  Lagoy and Frees Present "The Biology of the Brain: Understanding Decision-Making in Mediation"

  Stephen Lagoy and David M. Frees III presented "The Biology of the Brain: Understanding Decision-Making in Mediation" at the Chester County Bar Association Custody Mediation Seminar, September 9, 2011. This continuing education class was attended by lawyers, therapists, and mediators to lear more about successful mediation. Frees focuses his practice in the areas of estate planning, asset protection, and probate and offers mediation of family disputes for family memebers interested in avoiding expensive litigation.

   

  More David Frees mediation course news here.

Asset Protection

• 401(k)s Disappearing Value
  Feb 09, 2009

  According to Fidelity Investments, the average account balance of 17,095 workplace 401(k) plans fell by 27% in 2008.  The average plan also dropped to $50,200 in 2008 from $69,200 in 2007, and this was after the average contribution of $5,600.  This remins us that we must be areful to position our retirement assets based on our ages and proximity to retirement for a rebound, and/or to preserve principal. 
  
  

Estate and Inheritance Tax Planning

• Estate Tax Strategies For 2010 and 2011
  Feb 23, 2010

  We have a number of great artciles and blog posts for you on the issues of the federal estate tax lapse in 2010 and what you need to do this year and next year to make sure that your wishes get carried out now - when there is no federal estate tax, and next year- when the estate tax returns with a vengance.  But this Forbes article is a great overview of the estate tax issues and estate tax planning strategies for 2010 and 2011.
  
  If you are a Pennsylvania resident and need to do an estate planning update that will work in 2010 and yet protect you and your family when the tax returns next year, you can get a free consultation and a flat fee quote from Unruh, Turner, Burke and Frees just by calling David Frees' office and mentioning offer code Frees2010.
  
  Call 610-933-8069 and ask for Donna, Beth, or Densie for help with a phone or in office consultation.

• Pennsylvania Inheritance Tax Planning - Less Can Be More
  Jan 14, 2010

  Pennsylvania inheritance taxes are fairly low for direct descendnts such as children and grand children.  The current inheritance tax rate for such heirs is 4.5% And, your desire to save on inheritance taxes should be weighed against the loss of control over your own assets and the fact that joint ownership of accounts might subject you to Pennsylvania inheritance taxes on your own money when you're retirned and can least afford it.  Yet, that is exactly what happens if a child on your account as a joint account holder dies before you.  For more on Pennsylvania inheritance taxes click here.
  
  These links and information on Pennsylvania inheritance taxes and federal estate taxes arebBrought to you by
  David M. Frees and the law firm of Unruh, Turner, Burke and Frees serving all of suburban Philadelphia.

• WSJ Smart Money on The Death of The Estate Tax and What You Need To Do
  Jan 07, 2010

  This Wall Street Journal article does a great job of reviewing the consequences of the death of the estate tax and what you need to do based on your net woth and the type of documents that you have.  Click here for more useful information on the estate tax.
  
  David M. Frees
  David Frees is a trust, estate and asset protection attorney with law offices in Phoenixville, Malvern, and West Chester Pennsylvania.
  
  610-933-8069
  dfrees@utbf.com

• Read Will, Trust, and Estate Attorney David Frees' Comments on The Washington Post Blog
  Dec 19, 2009

  Read David Frees' comments on the lapse of the estate tax as posted on the Washington Post Blog.  You can also read the Posts reporting on Congress' inability to act on the estate tax.
  
  David M. Frees III is a Pennsylvania attorney who focuses as a lawyer on trust, estate, and estate planning law.
  He can be reached at 610-933-8069.
  
  Frees who has offices in Phoenixville, Malvern, and West Chester Pennsylvania is a regualr contributor to www.PaEstatePlanning.com and www.utbf.com/trust-estate

• The Frenzy Surrounding The Estate Tax
  Dec 18, 2009

  Want more on the most recent news on the federal estate tax?  Click here for the Wall Street Journal's take on the "frenzy"  that has resulted in the estate planning world as a result of the lapsing federal estate tax law.
  
  David M. Frees Esquire
  610-933-8069
  
  David Frees writes blogs and publishes improtant articles and resources in the areas of estate planning, asset protection, and related topics.
  
  David Frees is a will, trust, and estate planning lawyer with offices in Phonixville, Malvern, and West Chester, Pennsylvania - meaning, that he focuses his practice in the areas of estate planning, representing executors, and asset protection.
  
  Frees is Chairman of the Unruh, Turner, Burke and Frees  Trust, Estate and Wealth Preservation section.
  
  
  
  
  
  Phoenixville will lawyer, Phoenixville Trust Lawyer, Phoenixville attorney, Malvern Attorney, Malvern will lawyer, West Chester Will Lawyer, Unruh, Turner, Burke and Frees will lawyer.

• Congress Working On A Two Month Estate Tax Extension
  Dec 15, 2009

  Click here to get the latest on the two month estate tax extension from Bloomberg.
   Brought to you by David M. Frees III, Esquire
  
  wills * trusts * estate and asset protection planning* elder law
  Chester County Pennsylvania, Montgomery County, Berks, Bucks and Lancaster County
  
  Law Offices Serving: Phoenixville, Oaks, Collegeville, Trapp, Berwyn, Devon, Bryn Mawr, Ardmore, Chester Springs

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