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Protecting Heirs from Divorce and Litigation

Protecting yourself, your wealth and your heirs.

You have the best intentions when leaving an inheritance to your children or grandchildren and you probably trust your heirs to be prudent with such funds. However, your children, grandchildren, surviving spouse and other heirs can be vulnerable to claims to the assets they inherit.  Divorce litigation, judgments, creditors and business claims can significantly impact the assets and property left to heirs – through no fault of their own and such risks can be radically increased by their carelessness. 

According to Divorce Magazine, only 52 percent of married people reach their 15th anniversary, but surprisingly, a recent survey showed that only 14 percent said they would definitely sign a prenuptial agreement if asked. So, if you are planning your estate through a will or trust or if you are expecting an inheritance, you need to make sure you and your heirs are protected from these divorce and creditor risks.  Contact David M. Frees, III, an experienced Pennsylvania estate planning attorney, at (610) 933-8069 to learn about his effective strategies for protecting an inheritance and protecting your heirs.

Have you ever worried that a child or grandchild might use an inheritance to buy a shore house, home or other investment in joint names with a spouse only to have the asset taken in a divorce?  Do you know that this can be avoided using a technique known as a Beneficiary Controlled Trust or through other irrevocable trusts or trusts under a will?

Would you like to learn more about a trust under your will that can protect the assets that you leave to others while also making these assets exempt from tax for another generation and protecting them from divorce claims?  If this sounds too good to be true, you have good skeptical insights, but in this case it really works.

In fact, there are a variety of legal techniques available that can provide an umbrella of protection for your heirs from judgments, divorce litigation and various claims against the estate.  David Frees offers personal representation and assists his clients with the following matters:

  • Administering Estates
  • Avoiding or Dealing with Probate
  • Estate Planning with Wills, Trusts, and Related Tools and Strategies
  • Divorce Protection
  • Asset Protection
  • Grantor Retained Annuity Trust (GRAT)
  • Qualified Terminable Interest Property (QTIP)
  • Irrevocable Life Insurance Trust (ILIT)
  • Qualified Personal Residence Trust (QPRT or QPERT)
  • Beneficiary Controlled Trust
  • Asset Protective Trust

David Frees is a partner of the law firm, Unruh, Turner, Burke and Frees, P.C. and Chairman of the Wealth Preservation Section of the firm.    His section of the practice focuses on estate planning, trusts and estate administration.  He has over 23 years of experience and has helped thousands of clients take the necessary steps to preserve their wealth and protect the inheritance left to the next generation.  Mr. Frees works with individuals and families who care about growing, protecting and passing on financial wealth, as well as their wisdom and values.

Clients of David Frees are often surprised to discover that taking the steps to protect their heirs from judgments, divorce litigation and claims is not only rewarding, but also interesting.  Mr. Frees has worked with some clients for almost three decades.  He has had numerous articles, chapters and essays published in several books and publications including, The Language of Parenting: Building Great Family Relationships At All Ages, Einstein’s Business Dream, Inc., The Ultimate Success Secret, The Language of Leadership, Asset Protection 101, The Ten Most Common Errors Executors Make and How To Avoid Them and Beneficiary Controlled Trusts – Protecting The Next Generation™.

Based on his extensive experience, Mr. Frees has authored over ten years of articles covering such issues as family vacation homes, perpetuating family businesses and perpetuating executive wealth.  He has developed valuable programs including, Avoiding the Ten Top Mistakes of Executors.

David Frees has also created a proprietary process titled, Enhanced Estate Planning™, which offers parents and grandparents the opportunity to protect assets from claims, carefully and strategically plan their estates, educate the next generation and provide ongoing advice and information to their heirs through technology and messages they create now to be delivered when appropriate.  Mr. Frees takes the time to educate his clients and as a result builds strong and lasting relationships.

If you want to protect your heirs from divorce and litigation or if you are an heir looking to protect your inheritance, contact David Frees today at (610) 933-8069.  After working with Mr. Frees, you will feel good knowing that your assets and property are protected.

David Frees represents thousands of clients in Philadelphia, Chester County, Montgomery County, Delaware County and Lancaster County and many clients from communities such as, Berwyn, Devon, Paoli, Exton, Phoenixville, Westchester, Malvern, Chester Springs, Ardmore, Gladwyn and surrounding areas.

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Phoenixville
120 Gay St.
Phoenixville, PA 19460
Phone: (610) 933-8069
Fax: (610) 240-9323

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

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17 W. Gay St.
P.O. Box 515
West Chester, PA 19381
Phone: (610) 933-8069
Fax: 610-240-9323

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TAX ADVICE DISCLAIMER: Any state or federal tax information or legal information contained in this communication (including attachments) was not intended as tax or legal advice, or as tax or legal opinions.  Such material cannot be used, by you or anyone else for the purpose of (1) avoiding any penalty that may be imposed by the Internal Revenue Service or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein. Tax and legal advice must be based on your particular facts, circumstances, and applicable laws of your jurisdiction and requires the consultation with legal and tax advisers who have accepted your matter. If you would like such advice please contact us directly. 610-933-8069

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