What Can You Do To Protect Your Heirs From Losing An Inheritance In a Divorce or Law Suit

Posted on Nov 21, 2012
THE Greater Philadelphia Chapter of The Society of
Financial Services Professionals 
got some new ideas
and powerful solutions from trust estate and wealth
preservation
attorney David M. Frees III
of Unruh, Turner, Burke and Frees.

Frees addressed the group recently at the Villanova
Conference Center and also covered 
some of the
time sensitive issues of gifting at the end of 2012,
the possibilities for a new
federal estate tax law,
and how advisors can help their clients to navigate
these uncertain 
times.

According to Frees, "There are a number of very
powerful trusts that can be used to
protect your
surviving spouse and other heirs not only from
excessive estate taxes, but also from law suits,
creditors, and from the negative effects of a divorce."  

"Many clients worry more about a son, daughter or
a grandchild losing his or her inheritance to a divorce
than they do about the estate taxes.  And, with a 52%
divorce rate, we understand why.  Most clients are
delighted to find that there are things that they can
do to prevent this loss of inheritances."
 
Frees who is author of Enhanced Estate Planning and 
The Ten Most Common Mistakes Executors Make
and How To Avoid Them,
 provided copies of these
resources to the advisors in attendance.  

For your own free copy of either report or for the
CD version, call Lisa at 610-933-8069
and mention this article.


David M. Frees, III, JD
610-933-8069
[email protected]