Wealth Preservation, Trusts and Estates

Wills * Trusts * Elder Law * Probate * Asset Protection * Power of Attorney * Estate Planning                                   Douglas Kaune, Esquire Attends 11th Annual Pennsylvania (PA) Elder Law and Estate Planning Symposium.  It is great to get an update regarding the law changes, new cases and politics that shape Elder Law, Estate Planning, Trust Planning and Probate.  Here is a link to this Pennsylvania Bar Institute (PBI) course and the interesting topics covered.  I will be providing much of the interesting information in upcoming Unruh, Turner, Burke & Frees Estate and Elder Law Blog postings.  

Stay tuned for updated information on the following topics and more: 1. How to make sure joint accounts actually pass to the person you intend.  2.  How to insure the tax clause in your last will actually confers tax lability on the correct beneficiary or your estate.  3.  How to make use of annuities to protect assets in Medicaid and Nursing Home Planning.  4.  How to take advantage of the Medicaid Gifting exceptions to allow assets to pass to certain loved ones and family members.  5.   How to properly plan your estate in a second marriage or where there are children from different relationships.   6.  Is a Special Needs Trust right for you or for a member of family, if so how can we make sure it properly protects assets and government benefits?

Please feel free to contact Douglas L. Kaune, Esq. any time at 610-933-8069 or dkaune@utbf.com to discuss your particular Estate Planning, Probate, Trust, Asset Protection or Elder law case to determine the appropriate steps for you and your family. Unruh, Truner, Burke & Frees, P.C. is a full service law firm with offices in Phoenixville, West Chester and Malvern and providing legal representation in the Chester County, Montgomery County, Delaware County, Bucks County, Berks County and Philadelphia County. Among the many towns served are Phoenixvile, Malvern, West Chester, Royersford, Collegeville and King of Prussia.

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This entry was posted on Friday, February 26th, 2010 at 8:00 am and is filed under Elder Law, Estate Planning, Estate Plans and Issues For Parents, Inheritance tax, Pennsylvania wills. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.