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- Business Exit Planning & Succession
- Local News and Information
- Mediation 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
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Wills, Trusts, and Estates in Pennsylvania 
- Your Worst Nightmare…… A Bad Executor
- Using the MIDGT To Take Advantage of Long Term Care Expense Deductions
- Estate Tax Portability: Why More People Than Ever Will File Estate Tax Returns in 2011 and 2012
- Pennsylvania Trustee Liability for Investments – Important Law if You Own Your Own Company
- Who Gets What When You Die Without A Will? A Review of Pennsylvania Intestacy
Local News and Information
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
Asset Protection
- What You Need to Know about Beneficiary Designations
- The Family Limited Patnership In Estate and Business Planning
- 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
Estate and Inheritance Tax Planning
- Should I Make Gifts Now As Part Of My Estate Planning?
- Quick Review of The Federal Estate and Gift Tax Changes for 2011 and 2012
- Own A Business or Corporation? Upgrade Your Estate Planning To Business Class
- The Federal Estate Tax and your Will or Trust - the War and the Uncertainty continue
- Why You Might Need A Power of Attorney FROM Your College Aged Kids
- The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010
- Federal Estate Tax News For Pennsylvanians
- Estate Tax News: Pressure on Congress To Act On The Federal Estate Tax
- Almost half of American Households Pay No Income Tax
- What Life Insurance Salesmen Are Saying About Estate Taxes Behind Your Back?
Protecting Heirs from Divorce and Litigation
- Ever Wanted To Do A GRAT to Save Estate Taxes? They Might Not Work Soon
- 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
- Contesting A Will or Estate Plan Under Pennsylvania Law
- Estate Planning For Second Marriages and Blended Families
- Understanding Critical Trust Language
- Why Do Wealthy Never Own Life Insurance Outright?
- Does Your Will Have The Right Stuff When It Comes To Your "Stuff"
- Make Sure Your Will is Up To Date-Who Wants Family Drama?
- Find Out What Trust Lawyers Know About Trusts That You Don't
- What To Do About Tricky Trusts
- How To Choose A Trustee: Trustee vs. Corporate Trustee
- Spring Break To Do's- Get a Power Of Attorney For Your College Student
Executor, Trustees and Probate
- Executor of A Pennsylvania Estate? Video Resources, Fees, Disputes, Mistakes and Duties of An Executor
- Pennsylvania Trustee Mistake # 10 - Failing To Do The Job Of Trustee
- Pennsylvania Trustee Mistake # 9 - Failing To Understand The Role of Multiple Trustees
- Pennsylvania Trustee Mistake # 8 - Failing To File Tax Returns Or To Seek Professional Assistance
- Pennsylvania Trustee Mistake # 7 - Failure To Properly Reform, Amend, or Terminate
- Pennsylvania Trustee Mistake # 6 - Failing To Communicate Properly
- Pennsylvania Trustee Mistake # 5- Failing To Conform To The Principle And Income Act
- Pennsylvania Trustee Mistake # 4- Failing To Follow The Uniform Trust Act
- Avoiding Pennsyvlania Trustee Mistakes # 3 Failing to Follow The Prudent Investor Rule
- Pennsylvania Trustee Mistake #1 - Failing To Understand The Trust Language
Elder Law Trusts, Contracts, Checklists and Solutions
Ideas and Information That Make Life Better
- Our Mac and Cheese Recipe
- More Resources For Financial and Estate Planning
- Update Your Tax Software for Savings and Protection
Resources For Clients and Readers
- Income TaxDeadline Is Near For 2010 Filings
- Financial Tip: Great Finanicial News and Information Wesite
- 2010 Useful Ideas For The New Year and Beyond
Leaving A Lasting Legacy (TM) Family Wealth
TAXES and News
- The Federal Estate Tax Morass Continues - What Do You Do With Your Pennsylvania Estate Plan?
- Another Federal Estate Tax Bill Is Dead - What Should You Do Now?
- Senate Action Urged on Federal Estate Tax
- Congress Is Moving Toward Eliination of Short Term GRATs
- Another View From Pennsylvania on The Federal Estate Tax and You
- 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
- Quick Overview of Estate Tax News and Analysis of How Estate Tax Now Affects You
Information For Retired Pennsylvanians
General
- New Video Reveals The Most Overlooked Estate Planning Document
- Returning or Starting College: Essential Legal Documents For Your Children
- Executors and Safe Deposit Boxes in Pennsylvania
- How Would You Like Your Lawyer To Keep Your New Year's Resolution (On Estate Planning)
- Dave Frees, The Dalai Lama and a Billionaire
- Welcome to the David Frees estate Trust and Asset Protection Blog
- Enhanced Communications - Planning Is Not Just About Taxation
News
- Posted on 9/26/2011Better Mediation of Estate, Custody and Commercial Disputes - Mediator and Attorney David Frees To Teach
- Posted on 9/22/2011Saving The Family Relationship and Estate- Dave Frees Lectures On Estate Mediation
- Posted on 8/2/2011Guardians In Action
- Posted on 5/15/2011Should We Bury The Estate Tax?
- Posted on 4/15/2011Marcellus Shale Program At Albright College
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- Local News and Information
- 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
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Blog 
Wills, Trusts, and Estates in Pennsylvania
- Your Worst Nightmare…… A Bad Executor
- Using the MIDGT To Take Advantage of Long Term Care Expense Deductions
- Estate Tax Portability: Why More People Than Ever Will File Estate Tax Returns in 2011 and 2012
- Pennsylvania Trustee Liability for Investments – Important Law if You Own Your Own Company
- Who Gets What When You Die Without A Will? A Review of Pennsylvania Intestacy
- 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
- Asset Protection
- What You Need to Know about Beneficiary Designations
- The Family Limited Patnership In Estate and Business Planning
- 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
- Your Car Insurance is the Suprising Foundation of Pennsylvania Asset Protection
- Pennsylvania Asset Protection - What Really Works?
- You can Avoid Probate and Lose Your Own Assets Now - What's a Parent to Do?
- Asset Protection - Why Knowing Your Auto Insurance Policy Is The Front Line of Defense Part One
- Estate and Inheritance Tax Planning
- Should I Make Gifts Now As Part Of My Estate Planning?
- Quick Review of The Federal Estate and Gift Tax Changes for 2011 and 2012
- Own A Business or Corporation? Upgrade Your Estate Planning To Business Class
- The Federal Estate Tax and your Will or Trust - the War and the Uncertainty continue
- Why You Might Need A Power of Attorney FROM Your College Aged Kids
- The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010
- Federal Estate Tax News For Pennsylvanians
- Estate Tax News: Pressure on Congress To Act On The Federal Estate Tax
- Almost half of American Households Pay No Income Tax
- What Life Insurance Salesmen Are Saying About Estate Taxes Behind Your Back?
- Estate Tax, Lobbiests, and New Information for 2010
- 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?
- Estate Planning, Gifts, and the End of the Year - Beware of A Common and Horrible Mistake
- Time is Money - Making Your Estate Plan Efficient and cost Effective
- Time is Money - Making Your Estate Plan Efficient and cost Effective
- What The Michael Jackson Law Suit Reminds You About Your Estate Planning
- What The Michael Jackson Law Suit Reminds You About Your Estate Planning
- Pennsylvania Inheritance Tax Rates
- How Will Your Executor Pay For Inheritance Taxes and Federal Estate Taxes?Part 1 of 2
- How To Pay For Estate and Inheritance Taxes Part 2 of 2
- A Victory For Family Limited Partnerships Against The IRS
- Will Updates - Why Current and Clear Are Important - The Michael Jackson Estate
- Hitting A Home Run In Estate Planning
- Think Green And Get Federal Tax Credits
- The Federal Estate Tax Kills Job Creation - Another View on The Death Tax
- GRATs and FLPs After the Obama Budget - Will they survive as planning techniques?
- Estate Planning Opportunities Abound But Look Before You Leap
- Estate Planning Tips For Blended Families
- A Messy Death
- Why You Owe It To Yourself or Your Wife Wants You To Do Estate and Asset Protection Planning
- Keep The Death Tax - It's Like Apple Pie Another View
- A Great Estate Planning Overview
- More reasons To Do A GRAT Right Now
- Estate Plan: Review Now
- Do You Need An Extension to File? - For Your Gift Tax Return
- When The Government Says We'll "Freeze it?" Does That Mean A Massive Increase In Death Taxes?
- Senate Budget Vote To Increase The Sixe of Estates Exempt from The Estate Tax
- Another "Man's " View Death Taxes and The NY Times
- Manditory Minimum IRA Distributions In 2009
- Possible Elimination of Minority Discounts House Bill In Committee
- Why Gifting To Your Heirs Might Make Sense Especially Now
- Federal Esate Tax News and The Federal Budget
- Installment Sales to Children and Grandchildren
- What Do We Do Now? The Federal Estate Tax is Here To Stay...or is it?
- Hot Off The Press - Bad Economy Means Act Now Or One More Reason my Children and Grandchildren Love Me
- Gifts to Family Members in Bad Economic Times
- Protecting Heirs from Divorce and Litigation
- Ever Wanted To Do A GRAT to Save Estate Taxes? They Might Not Work Soon
- 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
- Contesting A Will or Estate Plan Under Pennsylvania Law
- Estate Planning For Second Marriages and Blended Families
- Understanding Critical Trust Language
- Why Do Wealthy Never Own Life Insurance Outright?
- Does Your Will Have The Right Stuff When It Comes To Your "Stuff"
- Make Sure Your Will is Up To Date-Who Wants Family Drama?
- Find Out What Trust Lawyers Know About Trusts That You Don't
- What To Do About Tricky Trusts
- How To Choose A Trustee: Trustee vs. Corporate Trustee
- Spring Break To Do's- Get a Power Of Attorney For Your College Student
- Estate Planning Under the New Estate Law - Have Less Than One Million Dollars? What Now?
- Estate Planning for the end of The Year -2010 and Beyond Part 1 of 10
- Equine and Pet Trusts and Wills - Should Your Pets Be In Your Estate Plan?
- What is a $100,000 Charitable Trust Worth 91 Years Later?
- When Do Your Children Need A Will Or Estate Planning? The Answer Might Surprise You
- The Trust Protector: Why Have One and more...
- 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
- Why Your Will Might Not Work?
- Revocable and Irrevocable Trusts In Pennsylvania
- Can you make your heirs smoke to inherit your stuff?
- My Wife and Kids Get it Right? Guess Again. No will or an out dated will May Not Work.
- Executor, Trustees and Probate
- Executor of A Pennsylvania Estate? Video Resources, Fees, Disputes, Mistakes and Duties of An Executor
- Pennsylvania Trustee Mistake # 10 - Failing To Do The Job Of Trustee
- Pennsylvania Trustee Mistake # 9 - Failing To Understand The Role of Multiple Trustees
- Pennsylvania Trustee Mistake # 8 - Failing To File Tax Returns Or To Seek Professional Assistance
- Pennsylvania Trustee Mistake # 7 - Failure To Properly Reform, Amend, or Terminate
- Pennsylvania Trustee Mistake # 6 - Failing To Communicate Properly
- Pennsylvania Trustee Mistake # 5- Failing To Conform To The Principle And Income Act
- Pennsylvania Trustee Mistake # 4- Failing To Follow The Uniform Trust Act
- Avoiding Pennsyvlania Trustee Mistakes # 3 Failing to Follow The Prudent Investor Rule
- Pennsylvania Trustee Mistake #1 - Failing To Understand The Trust Language
- Pennsylvania Trustee Mistake #2 - Making Distributions Too Early
- Federal Estate Tax Returns- Can An Executor Get An Extension To File?
- 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
- Are Executors Personally Liable? Do You Know What You Are Getting Into?
- Doing a Great Job as an Executor Means Knowing the Mistakes to Avoid
- Executor's Fees In Pennsylvania - Why Are They Being Cut and By Whom?
- Will Confusion
- Flat Fees For Probate - That's What Executors Want From Law Firms
- Estate Planning That Really Works - Get Records, Documents and Passwords Organized
- The Probate Process: Common Delays
- Read This Before You Hire An Estate Attorney - Attorneys Fees
- Free Report for Pennsylvania Executors
- Mistake Number Nine: Failure To Meet The Income, Inheritance, and Estate Tax Deadlines
- Mistake Number Ten: Failure To Properly Conclude The Estate Administration And Exposing Yourself To Personal Liability
- Bonus Questions on Mistakes PA Executors Make and How To Fix Them
- Mistake Number Five: Failing To Get The Early Payment Discount For Inheritance Taxes
- Mistake Number Six: Failure To Coordinate with Professional Advisors And To Get The Best Fee Agreements
- Mistake Number Seven: Failure To Advertise The Estate Administration
- Mistake Number Eight: Getting Help Too Late
- Mistake Number Four: The Failure To Follow The Terms Of The Will
- Mistake Number Two: Making Early Distributions Without Protecting Yourself
- Mistake Number Three: Failure To Comply With Legal Notice and Other Requirements
- Mistake Number One: Avoiding Executor Liability in Pennsylvania Estates
- TAXES and News
- The Federal Estate Tax Morass Continues - What Do You Do With Your Pennsylvania Estate Plan?
- Another Federal Estate Tax Bill Is Dead - What Should You Do Now?
- Senate Action Urged on Federal Estate Tax
- Congress Is Moving Toward Eliination of Short Term GRATs
- Another View From Pennsylvania on The Federal Estate Tax and You
- 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
- Quick Overview of Estate Tax News and Analysis of How Estate Tax Now Affects You
- Estate Tax Mess - The Times Says "Americans Deserve Better"
- 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
- General
- New Video Reveals The Most Overlooked Estate Planning Document
- Returning or Starting College: Essential Legal Documents For Your Children
- Executors and Safe Deposit Boxes in Pennsylvania
- How Would You Like Your Lawyer To Keep Your New Year's Resolution (On Estate Planning)
- Dave Frees, The Dalai Lama and a Billionaire
- Welcome to the David Frees estate Trust and Asset Protection Blog
- Enhanced Communications - Planning Is Not Just About Taxation
Practice Areas
- Business Exit Planning & Succession
- Local News and Information
- Mediation 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
News
- Better Mediation of Estate, Custody and Commercial Disputes - Mediator and Attorney David Frees To Teach
- Saving The Family Relationship and Estate- Dave Frees Lectures On Estate Mediation
- Guardians In Action
- Should We Bury The Estate Tax?
- Marcellus Shale Program At Albright College
- Do You Need A Power Of Attorney from Your College Student?
- Quality Information On Credit Fraud and Protecting Your Estate
- Phoenixville Lawyers Sponsor TEDx at the Colonia Theater
- How To Shelter Assets From The Estate Tax When It Returns
- Estate Tax Strategies For 2010 and 2011
- New IRS Ruling On Domestic Asset Protection Trusts
- How To Avoid Family Disputes - How To Deal With Your Posessions
- Pennsylvania Inheritance Tax Planning - Less Can Be More
- There is No Estate Tax. What Now? The Answers Will Surprise You.
- WSJ Smart Money on The Death of The Estate Tax and What You Need To Do
- Read Will, Trust, and Estate Attorney David Frees' Comments on The Washington Post Blog
- The Frenzy Surrounding The Estate Tax
- Congress Working On A Two Month Estate Tax Extension
- Dave Frees on Money Matters Discusses GRATS and QPRTs
- Dave Frees Best Of The Main Line - Trusts and Estates
- Legislative Backlog and Estate Taxes
- House Passes New Etstae Tax Laws - Now What?
- Shocking Turns in The Michael Jackson Probate Case
- Mandatory Minimum Withdraws in 2009
- Probate Dispute Over Munchkin Estate
- Banks Still Not Out Of Danger
- Do I really need a will?
- Breaking News On Senate Death Tax Vote
- More on Changes to the Federal Estate Tax
- David M Frees III Comments on the Death Tax Danger to Small Biz
- The Women Of The View Do Not All Agree on Estate Taxes
- Feds Preparing To Rasie Federal Estate Taxes on Family Businesses
- Death Tax Repeal and Family Farms
- Agricultural family businesses, family farms and the death tax
- Changes In Federal Taxes and Your Estate Plan
- The Annual Gift Tax Exclusion
- Income and Estate Tax Issues Facing Congress
- Abolish the Internal Revenue Code? 65 lawmakers already sponsor this bill
- 401(k)s Disappearing Value
- News on The Economy and Commercial Real Estate
- New Exemption From Tax - Does it apply to you?
- Obama to Keep The Estate Tax
Document Library
- The System For Protecting Your Assets for Your Self and Your Heirs
- Need information on educational expenses and tax issues? Need information about estate planning, wills and trusts for families with college aged kids?
- Jump In or Go Slow - What is the best strategy for entering the market?
- A great end of the year check list to make sure that your estate and financial affairs are in order. Print it out, follow the points, and make that nagging feeling go away.
- In this CBS Money Watch article 8 steps for protecting your family are presented in a clear and concise list.
- Why You Need To Get Your Head Out of The Sand and Do Things Differently
- David M Frees Featued In Magazine as Trust Estate and Wealth Preservation Lawyer
- 529 Plans To Educate Children and Grandchildren
- Weathering Financial Hard Times The basics For Your Family Members
- IRS educational Tax Information for Pa Residents
- Tools For Planning, Analyzing and Paying for College
- Asset Protection
- Is That Person At Your Door a Real Census Worker? What You Should Do and What They Can Legally Ask
- If Your Assets Include A Wine Collection It May Not Be Protected. Learn The Secrets to Liquid Asset Protection For Your Wine Collection Including Insuring, Protecting and Passing on this valuable asset.
- Foward Think And Asset Protection Planning Can Work
- What You Don't Know About Auto Insurance Can Hurt You - Asset Protection In Pennsylvania
- A Quick Review Of Asset Protection Issues For Pennsylvania Residents
- Estate and Inheritance Tax Planning
- When a spouse dies, it is more complicated than ever to get the right tax treatment for you as the surviving spouse and for your children. A new IRS release has answers
- Federal Estate Tax Changes For 2009, 2010,2011 and 2012 A Quick Review of Federal Estate and Gift Tax Important numbers and changes
- What is Happening In Congress - Proposed Changes To The Federal Estate Tax
- Pennsylvania attorney David M. Frees III, Esquire named as Pennsylvania Super Lawyer and a "Top Lawyer" by Main Line Today Magazine.
- Gift Tax Return
- 709 Extension To File
- Jennifer Messa was previously with Davis, Bennett & Spiess (currently Davis, Bennett, Spiess & Livingood)in Wayne Pa, is currently with Unruh, Turner, Burke and Frees 610-933-8069.
- If Jennifer Messa has been your trust, estate, or tax attorney, she can now be contacted at her new firm: Unruh, Turner, Burke and Frees 610-933-8069
- Why Your Will Might Not Work Any Longer and What You Need To Do About Your Estate Plan.
- Get This Quick Checklist to Protect Yourself and To End The Year The Right Way
- Asset Protection Trusts and The Federal Estate Tax - Important News. If you have or want an asset protection trust...
- We try to present many points of view on issues important to our clients. This article by the Heritage Foundation advocates 7 Reasons for Repeal.
- Estate Planning End of Year Check List
- Get Federal Tax Credits for Thinking Green
- Six Important Things To Review In Your Estate Plan
- Pennsylvania Estate Planning and Asset Protection Attorney Interviewed
- Bi partisan Tax Policy - Thoughts and Direction
- The essential tax laws for this year
- What Is The Government Forgetting and How The Estate Tax Factors into Stimulous
- Future of The Federal Estate Tax - Two Views
- David M Frees Featured In Magazine Article on estate and Wealth Planning
- Dave Frees on Enhanced Estate Planning
- Protecting Heirs from Divorce and Litigation
- What Does The Slomsky Case Mean to You? Well, if you have a power of attorney named and a retirement account be sure that your POA accurately reflects whether or not your agent can change your plan beneficiaries.
- David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family
- David Frees Estate and Wealth Protection Lawyer In The News - Find Out How To Protect Your Wealth and Your Family
- Protecting Your Childrens' Inheritance from Creditors
- Wills and Trusts
- Estate Planning Client Newsletter - Fall 2011
- Getting A Will is an important start to any good estate plan. Without it the state's intestate laws determine where your assets go. This article and video explain the best practices for Pennsylvania residents who want to get a will and related estate planning documents
- Do You Have a Memo With Your Will or Trust?
- Lawyer Trust Language Decoded For Non-Lawyers
- A Guide to Trusts: How to Find the Right Trust for You
- Choosing A Trustee: Individual Trustee vs. Bank or Corporate Trustee
- Protecting a Child or Adult with Special Needs
- Super Lawyer David Frees of Unruh, Turner, Burke and Frees has offices in Phoenixville, Pennsylvania
- If you are looking for a will, trust, probate, or estate lawyer in Phoenixville, Pennsylvania, David Frees focuses on his clients will, estate, probate and asset protection needs and in solving the problems that most concern you.
- How To Find A Trust, Estate, or Will Lawyer in Chadds Ford, Pennsylvania
- Senator Edward Kennedy's Will - Probated
- Worried that you have kids - older or just born but haven't done your will or updated it? Want a reminder of what you need to do right now? Feel better. Just download this easy reminder list on what and how you name a guardian, update your will, pick an executor
- Get Grandma The Right Advisor To Avoid Trust Mill and Sales Scams
- Basic Estate Planning
- Who Has The Right to Inherit In Pennsylvania
- Revocable and Irrevocable Trusts
- Courts Deciding Cases Involving Gay Marriages and Probate Issues
- Enhanced Estate Planning To Pass On Finacial Wealth and Wisdom
- Why You Need to Review Your Estate Plan Now
- Executor, Trustees and Probate
- Links To Other Law Offices and Services For Unruh, Turner, Burke and Frees Client Needs
- Probate Blunder
- Common Delays In The Probate Process
- The Simple Things Matter - Keep Your documents, records, and passwords in order
- How Much Can Executors Be Paid Under Pennsylvania Law?
- How Much Do Pennsylvania Attorneys Charge as Estate Fees
- Part Ten: Limiting Liability Exposure and Creating a Family Settlement Agreement
- Bonus Question: Making Sure The Will Is Authentic
- Bonus Question: Pour Over Will
- Bonus Question: Naming An Executor
- Part Nine: Failing To Meet Important Tax Deadlines
- Bonus Questions on Avoiding PA Executor Mistakes
- Part Eight: Getting The Help You Need
- Part Seven: Failing to Advertise Estate Administration
- Part Four: The Failure to Follow The Terms Of The Will
- Part Two: Executors Must Verify That They Have The Right Document
- Part Three: PA Executors Must Comply with Certain Legal Requirements
- Part Five : Failure To Get Discount For Early Inheritance Tax Payment
- Part Six: Failure To Follow Advice and Get the Best Agreement Fees
- Part One : Learn How Pennsylvania Executors Stay Out of Trouble
- Avioding The Mistakes Many Pennsylvania Executors Make
- Preventing Personal Liability For Pennsylvania Executors
- The Pennsylvania Uniform Trust Act _ What Trustees Need To Know Now
- Malvern Federal Bancorp - A Local Institution
- Appointment of an Executor or Administrator of an Estate
- Selecting A Will or Estate Planning Attorney
- How To Find A Trust, Estate, or Will Lawyer in Charlestown Township, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Chesterbrook, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Burmingham, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Devault, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Devon, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Downingtown, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Glenmoore, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Chester Springs, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Hershey Mill, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Jennersville, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Kennett Square, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Chester Springs, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Parker Ford, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Phoenixville, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Chester Springs, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Unionville, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in West Goshen, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Valley Forge Mountain, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Waynesborough Woods, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Devon Hunt, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Willistown, Pennsylvania
- How To Find A Trust, Estate, or Will Lawyer in Birchrunville, Pennsylvania
- Local lawyer David Frees selected as one of the Main Line's Top Lawyers for trusts and estates in Main Line Today magazine.
- How To Find A Trust, Estate, or Will Lawyer in Burmingham, Pennsylvania
- If you want the convenience of a lawyer located in Phoenixville Pennsylvania who limits his practice to wills, trusts, estate planning and asset protection planning, then this is an important article.
- Are You Looking for a Lawyer Experienced in the Areas of Trust and Estate Planning for a Will, Trust, Estate Plan, Power of Attorney or other Estate Planning Documents such as GRATs, or Qualified Personal Residence Trusts and Located In West Chester?
- Are you looking for a lawyer experienced in the areas of trust and estate planning for a will, trust, estate plan, power of attorney or other estate planning documents such as GRATs, or Qualified Personal Residence Trusts and Located Conveniently in Malvern?
- General
- Starting or Returning to College Checklist
- Picking The Best Estate and Will Lawyer for Your Specific Needs
- Early news on the Obama Administration's new plan to tax the rich
- Estate and Trust Lawyer David Frees Helps To Host Charity Auction
- More News From Will Lawyer David M. Frees for Retired PA Residents
- Estate Planning For 2009 and beyond
- The Changing Landscape of Medicaid Planning
- Drafting an Effective Power of Attorney
- Medicaid and Nursing Care Planning Gifting to the Irrevocable Trust
Video Library
- The System For Protecting Your Assets for Your Self and Your Heirs:
- Will an In Terrorum Clause Prevent Challenges to My Will or Trust?
- How Much Uninsured Motorist Coverage Do I Need?
- Pennsylvania Estate Attorney Explains How Asset Protection Covers a Wide Range of Strategies
- 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:
- Pennsylvania Estate Planning Attorney On Asset Protection
- How Can I Protect My Assets with an Umbrella Policy?
- Pennsylvania Asset Protection Attorney: Protects Businesses & Assets
- Pennsylvania Estate Planning Attorney Says A Team of Advisers Can Help You Diversify & Protect Money
- Pennsylvania Estate Planning Attorney Says Build Your Team
- Pennsylvania Asset Protection Lawyer Says To Protect Your Assets You Need Multiple Layers Of Protection
- David M. Frees Asset Protection Lawyer by Chip Cummings
- Asset Protection And Understanding The Credit Crisis Part One
- The Credit Crisis Part Two
- Estate and Inheritance Tax Planning:
- Does Owning a Business Impact Estate Planning in Pennsylvania?
- Pennsylvania Estate Planning Attorney End of Year Changes
- Inheritance Tax? Pennsylvania Estate Planning Lawyer Explains
- How Much Will My Estate be Taxed and Can I Avoid Taxes? PA Estate Planning Lawyer Answers
- 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:
- What Happens To My Inheritance If My Son or Daughter Gets a Divorce?
- PA Lawyer Explains Leaving Your Estate to Children
- Pennsylvania Estate Attorney Discusses How To Protect Your Heirs From Losing Their Inheritance In A Divorce
- Divorce Protection For Your Heirs - The Quick and Dirty Need To Know
- Using The Beneficary Controlled Trust to Protect Your Heirs
- Wills and Trusts:
- Pennsylvania Estate Planning Attorney On Updating Your Will
- Is Everything You Know About Estate Planning Wrong?
- Why Should I Plan My Will, Trust or Estate Now?
- Pennsylvania Estate Planning Attorney on Wills and Trusts
- Pennsylvania Attorney Talks About Cost Effective Estate Planning
- Pennsylvania Estate Planning Lawyer On Trusts & Estate Plans
- Pennsylvania Estate Planning Attorney On PA Sports Teams
- Pennsylvania Estate Planning Lawyer– Impact of Your Business on Your Estate Plan
- PA Estate Planning Lawyer: How Much Does a Lawyer Charge to Draft a Will?
- Living Wills Explained by Pennsylvania Estate Lawyer
- PA Estate Planning Lawyer: If You Bought a Home or Had a Baby, Its Time to Draft a Will
- PA Attorney Explains Role of a Trust and Estate Lawyer
- Pennsylvania Estate Planning Attorney Explains What is the Difference Between a Will and a Trust?
- Pennsylvania Lawyer Explains Why You Need To Have a Will
- Pennsylvania Estate Planning Attorney On Where to Find the Will
- PA Estate Planning Attorney On The Importance of a Recent Will or Trust
- Pennsylvania Estate Planning Attorney On Storing Wills and Other Documents On Your Computer
- PA Estate Lawyer Explains When to Take Action on a Will or Trust
- Pennsylvania Estate Planning Attorney Explains How Wills and Trusts Are For Everyone
- Pennsylvania Estate Planning Attorney On When To Create a Will or Trust
- Asset Protection Lawyer In Pennsylvania Discusses The Differences Between Wills And Trusts
- Pennsylvania Estate Attorney Talks About Why It's Important For You To Do A Will
- Pennsylvania Estate Planning Attorney Reveals What The Most Important Document Is When Planning Your Will
- Pennsylvania Lawyer Will Give You Solutions That Are Focused On Achieving What You Want When Planning Your Estate
- Pennsylvania Will and Trust Lawyer Talks About How Often You Need To Update Your Will
- DIY Wills and Estate Planning - Do They Work? Why Short Term Savings Might Be Costly
- 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)
- What your Attorney should do to Prevent Challenges to your Will (Part 4 of 5)
- Preventing Challenges to Your Will- Following State Law (Part 5 or 5)
- More Information About Why You Need A Will
- Understanding the GRAT Grantor Retained Annuity Trust
- Executor, Trustees and Probate:
- Pennsylvania Estate Planning Lawyer On Resources for Executors
- Should I Be Paid To Be An Executor in Pennsylvania?
- Will the State of Pennsylvania Step In When a Relative Passes Away?
- Pennsylvania Estate Planning Lawyer Wrote Book for Executors
- Pennsylvania Estate Planning Attorney on Paying Too Much
- Pennsylvania Estate Planning Lawyer On Spouses as Trustees
- Pennsylvania Estate Planning Attorney on Executor Mistakes
- Pennsylvania Estate Planning Lawyer Gives Executor Checklist
- If You Are An Executor Of A Will, Pennsylvania Lawyers Unruh, Turner, Burke and Frees Can Help You Understand Everything You Need To Do
- Pennsylvania Will And Trust Attorney Discusses How The Probate Process Works
- If You Are An Executor Or Trustee, Attorney David Frees' Website Offers You All The Information You Need
- Executor or Trustee in Pennsylvania? Don't Do Anything Until You See This Video on Your Liability Exposure
- The Ten Most Common Mistakes Executors Make & How To Avoid Them
- General:
- Pennsylvania Estate Attorney Discusses Help in Other States
- Pennsylvania Estate Planning Lawyer On Why He’s an Attorney
- An Easy and Free Way to Get Important Information about Sophisticated Estate Planning
- Exclusive Access To Our Informative Video Library about Sophisticated Estate Planning
- Sophisticated Estate Planning Advice From Dave Frees
- What Circumstances Could Invalidate My Will?
- How Can I Prevent A Dispute of Will After My Death?
- What Life Events Should Prompt Me To Alter My Will?
- How Much Is A Properly Planned Pennsylvania Estate Worth To You?
- Dealing With Complex and Technical Language In A Pennsylvania Trust
- What is a Generation Skipping Trust?
- How Can I Avoid Federal and Pennsylvania Estate Taxes?
- Who Should Have a Copy of My Will or Trust?
- How Do I Find An Estate Planning, Will and Trust Lawyer?
- How Much Does Sophisticated Estate Planning Cost?
- What is Sophisticated Estate Planning?
- Is Sophisticated Estate Planning Just For The Wealthy?
- What is the Difference Between Revocable and Irrevocable Trusts?
- Do I Need A Durable Power of Attorney?
- What is a Grantor Retained Annuity Trust?
- What is a Qualified Personal Residence Trust?
- What is a Beneficiary Controlled Trust?
- What is a durable power of attorney document?
- Pennsylvania Estate Planning Attorney On Safety Deposit Boxes
- Pennsylvania Estate Planning Lawyer On His Experience
- Pennsylvania Estate Planning Attorney on a Lawyer’s Role
- Pennsylvania Estate Planning Attorney On Communication
- Pennsylvania Estate Planning Attorney On Green Initiative
- Pennsylvania Estate Planning Attorney on Hiring an Attorney
- Pennsylvania Estate Planning Attorney on Hot Opportunities
- Pennsylvania Estate Planning Attorney Discusses Gift Giving
- Pennsylvania Estate Planning Attorney On Firm’s Technology
- Pennsylvania Estate Planning Attorney On Life Insurance
- Pennsylvania Estate Planning Attorney Discusses Locations
- Pennsylvania Estate Planning Lawyer Understands What You Need
- Attorney Dave Frees Focuses on Estate Planning, Elder Law, and Asset Protection
- Attorney Offers Book On What You Don't Know About Pennsylvania Insurance and How It Can Hurt You
- Estate Planning Lawyer Offers Book On The Ten Most Common Mistakes Executors Make In Pennsylvania
- Pennsylvania Attorney Offers The Tools And Information You Need To Plan Your Estate Through His Report On Enhanced Estate Planning
- Asset Protection Lawyer Offers Free Book On Pennsylvania Insurance Law
- Pennsylvania Estate Planning Lawyer Bills On A Flat Fee Basis So There Are No Surprises
- Estates and Trusts Attorney Can Help You Understand What Makes Up Your Estate In Pennsylvania
- Pennsylvania Attorney Promises You Will Know Exactly What You Will Be Charged In Advance In Planning Your Will Or Trust
- End Of Year Estate Planning Mistakes To Avoid and What You Should Do Now
- Preventing Challenges To Your Will Part One of Five
- David Frees On Family and Business Communications skills
Frequently Asked Questions
- 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?
- Will I save estate taxes by creating a revocable trust?
- Do I give up control to my trustee if I create a revocable or living trust?
- Can my spouse and I do one revocable trust for both of us?
- What is a pour-over will?
- Is a safety deposit box frozen at death under Pennsylvania law?
- 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?
- In your Estate Planning how do you choose an Executor?
- What is probate?
- How long does probate take?
- Should we try to avoid Probate in Pennsylvania?
- Are assets "frozen" during the probate process?
Staff
Book / Report
- Enhanced Estate Plannning: What You Need to Know About Hiring An Attorney
- The Ten Most Common Mistakes Executors Make...and How to Avoid Them
- Finding "The Best" Trust Lawyer or Estate Planning Attorney and Why to Beware of "The Best"
About Us
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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
By Appointment
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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
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
Local News and Information:
Mediation For Estates and Trusts:
- Pennsylvania Estate Planning Attorney on Attorney Meeting
- Pennsylvania Estate Planning Attorney On How They Can Help
The System For Protecting Your Assets for Your Self and Your Heirs:
- Will an In Terrorum Clause Prevent Challenges to My Will or Trust?
- How Much Uninsured Motorist Coverage Do I Need?
- Pennsylvania Estate Attorney Explains How Asset Protection Covers a Wide Range of Strategies
- Protecting Your Heirs From Divorce or Lawsuits
- Enhanced Estate Planning 1 - What is It? Why Do it? How?
Asset Protection:
- Pennsylvania Estate Planning Attorney On Asset Protection
- How Can I Protect My Assets with an Umbrella Policy?
- Pennsylvania Asset Protection Attorney: Protects Businesses & Assets
- Pennsylvania Estate Planning Attorney Says A Team of Advisers Can Help You Diversify & Protect Money
- Pennsylvania Estate Planning Attorney Says Build Your Team
Estate and Inheritance Tax Planning:
- Does Owning a Business Impact Estate Planning in Pennsylvania?
- Pennsylvania Estate Planning Attorney End of Year Changes
- Inheritance Tax? Pennsylvania Estate Planning Lawyer Explains
- How Much Will My Estate be Taxed and Can I Avoid Taxes? PA Estate Planning Lawyer Answers
- Beneficiary Controlled Trusts
Protecting Heirs from Divorce and Litigation:
- What Happens To My Inheritance If My Son or Daughter Gets a Divorce?
- PA Lawyer Explains Leaving Your Estate to Children
- Pennsylvania Estate Attorney Discusses How To Protect Your Heirs From Losing Their Inheritance In A Divorce
- Divorce Protection For Your Heirs - The Quick and Dirty Need To Know
- Using The Beneficary Controlled Trust to Protect Your Heirs
Wills and Trusts:
- Pennsylvania Estate Planning Attorney On Updating Your Will
- Is Everything You Know About Estate Planning Wrong?
- Why Should I Plan My Will, Trust or Estate Now?
- Pennsylvania Estate Planning Attorney on Wills and Trusts
- Pennsylvania Attorney Talks About Cost Effective Estate Planning
Executor, Trustees and Probate:
- Pennsylvania Estate Planning Lawyer On Resources for Executors
- Should I Be Paid To Be An Executor in Pennsylvania?
- Will the State of Pennsylvania Step In When a Relative Passes Away?
- Pennsylvania Estate Planning Lawyer Wrote Book for Executors
- Pennsylvania Estate Planning Attorney on Paying Too Much
Elder Law Trusts, Contracts, Checklists and Solutions:
- Pennsylvania Estate Planning Lawyer On Elder Law
- Pennsylvania Elder Law Attorney On Nursing Homes
- Common Mistakes in Estate Planning Explained by PA Elder Law Attorney
- Elder Law Explained by Pennsylvania Lawyer
- Pennsylvania Lawyers Prove Successful in Elder Law Cases
Ideas and Information That Make Life Better:
Family Communications and Dynamics:
General:
- Pennsylvania Estate Attorney Discusses Help in Other States
- Pennsylvania Estate Planning Lawyer On Why He’s an Attorney
- An Easy and Free Way to Get Important Information about Sophisticated Estate Planning
- Exclusive Access To Our Informative Video Library about Sophisticated Estate Planning
- Sophisticated Estate Planning Advice From Dave Frees
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 is the annual gift tax exclusion?
- How much can I give away during my lifetime?
- 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?
- Will I save estate taxes by creating a revocable 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?