Pennsylvania Estate Planning, Will, Trust & Probate News

How To Shelter Assets From The Estate Tax When It Returns

Posted on Aug 01, 2010

NJ.com and the Starr Ledger recently published a great brief answer to a reader's question about how to avoid the federal estate tax. Enjoy this article and some of the recommendations.

If you are a Pennsylvania resdeint and have not reviewed your will in more than three years, or if you have a will that does federal estate tax planning (think A/B trusts) then it may be time to contact your estate planning attorney for a review.

David Frees, Esquire is Chairman of
Unruh, Turner, Burke and Frees' Wealth Preservation, Trust and Estate Department.
610-933-8069

David M. Frees is Chairman of the Trust, Estates, and Wealth Preservation section of Unruh, Turner Burke and Frees with offices serving all of South Eastern Pennsylvania including Chester County, Montgomery County, Berks and Bucks counties, Philadelphia and Lancaster counties.

David Free

s is rated highly by Martidale.com and has attained the highest rating by AVVO of 10 (Superb) on a scale of 1-10.

David meets with many clients each week and in order to give them his full attention, he is not always available to reply immediately to cell phone or email requests. Immediate assistance can always be reached at 610-933-8069.

David M. Frees III
dfrees@utbf.com
610-9338069

David Frees is a prolific author on legal topics and in addition to the articles and blogs featured on this site, please feel free to view his postings at http://www.utbf.com/trust-estate

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Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323
Regular Business Hours
Get Directions

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

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
Get Directions

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