This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potential clients informed, engaged, and connected to the latest news, trends, and current events regarding Pennsylvania asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law.
Learn more about the estate law issues that affect you most in these short, personal, and candid legal blog posts.
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Pennsylvania Trustee Mistake # 8 - Failing To File Tax Returns Or To Seek Professional AssistanceBeing a Pennsylvania trustee is an important job and far too often we see people make mistakes that lead to personal liability and lawsuits. There are many rules and regulations governing what a trustee can do and not do. If you have never been a trustee before or are not familiar with all the governing Acts and Codes it is a good idea to seek professional guidance to avoid mistakes.
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Pennsylvania Trustee Mistake # 7 - Failure To Properly Reform, Amend, or TerminatePennsylvania trustees can avoid failing to properly reform, amend, or terminate a trust by reading this report on common trustee mistakes. Avoid trustee mistakes that can lead to personal liability and or a lawsuit today.
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Pennsylvania Trustee Mistake # 6 - Failing To Communicate ProperlyMany Pennsylvania trustees make mistakes such as not communicating properly that land them in hot water with the beneficiaries, family, and could even result in lawsuits. Learn how to avoid this and other trustee mistakes.
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Pennsylvania Trustee Mistake # 5- Failing To Conform To The Principle And Income ActMany Pennsylvania trustees fail to follow the Principle and Income Act and many other rules and open themselves up to personal liability and lawsuits. Avoid the most common mistakes that Pennsylvania trustees make.
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Pennsylvania Trustee Mistake # 4- Failing To Follow The Uniform Trust ActToo many Pennsylvania trustees make simple mistakes that land them into trouble. If you are a Pennsylvania trustee learn how to avoid personal liability and being sued.
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Avoiding Pennsyvlania Trustee Mistakes # 3 Failing to Follow The Prudent Investor RuleToo many Pennsylvania trustee's make mistakes that lead to lawsuits and personal liability. Learn how to avoid these common trustee mistakes.
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Estate Planning for the end of The Year -2010 and Beyond Part 1 of 10Are you worried about your will, trust, power of attorney or estate planning before the end of the year/ Here are 10 estate planning, will. and trust tips for the end of the year -2010 and beyond
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Pennsylvania Trustee Mistake #1 - Failing To Understand The Trust LanguageMany Pennsylvania trustees make mistakes that land them in hot water or create personal liability. Learn how to avoid trustee mistakes that will make you personally liable or get you sued as a trustee.
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Pennsylvania Trustee Mistake #2 - Making Distributions Too EarlyPennsylvania trustees make many mistakes that can lead to personal liability. Learn how to avoid making these mistakes that could get you sued.
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Why You Might Need A Power of Attorney FROM Your College Aged KidsWhy parents need a power of attorney when their college age kids get home from school. From health issues to getting grades, you might be surprised at how important getting a pwer of attorney from your son or daughter can be.
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The Federal Estate Tax And John Kluge - No Estate Tax For Those Dying in 2010Worried about the estate tax and how it might affect you and your family in 2011? Several billionaires have died in 2010 when no tax applies. But the estate tax returns soon...
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Federal Estate Tax Returns- Can An Executor Get An Extension To File?Need an extension to file the form 706 federal estate tax return? Find out how to get the extension to file when the federal estate tax returns in 2011.
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Equine and Pet Trusts and Wills - Should Your Pets Be In Your Estate Plan?Do you need a will or trust to provide for the care of your horse, cat, or dog? Estate plans now often cover our pets and live stock.
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What is a $100,000 Charitable Trust Worth 91 Years Later?Interested in setting up a charitable trust? Curious about how it can grow and what a trust can do? In this case, the court uses cy pres to keep a trust going for it's intended purpose..
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The Federal Estate Tax Morass Continues - What Do You Do With Your Pennsylvania Estate Plan?Pennsylvanians, like most americans want clear answers as to how to revise their estate plans. Yet congress continues to fail to pass a federal estate tax bill. Attorney David Frees review the most recent pronouncements by the IRS.
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When Do Your Children Need A Will Or Estate Planning? The Answer Might Surprise YouMany parents wonder when their children need to do a will, trust, power of attorney, or basic estate planning. In this brief essay, attorney David M. Frees reviews the reasons for your children to consider wills or other estate planning documents and whether or not you should pay for them.
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Federal Estate Tax News For PennsylvaniansAre you looking for a will, trust, or estate planning lawyer in Pennsylvania and wondering what is happening with the federal estate tax?
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The Family Limited Patnership In Estate and Business PlanningThe Family Limited Partnership is alive and well in estate planning. However, you must be more cautious than ever to take advantage of the many business and estate planning benefits of the FLP to avoid IRS scrutiny pr challenge.
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Another Federal Estate Tax Bill Is Dead - What Should You Do Now?Will, trust and estate lawyer David Frees on the latest federal estate tax (or death tax)motion fails. New analysis about what to do with your will and trust.
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Estate Tax News: Pressure on Congress To Act On The Federal Estate TaxMany wealthy individuals are appearing before congress to pressure action on reinstating the federal estate tax. The latest news on the federal estate tax