David M. Frees, III Phone: 610-933-8069
120 Gay St, Phoenixville, PA 19460 		Douglas L. Kaune

Posts Tagged ‘pennsylvania asset protection’

Want to know more about Pennsylvania and Asset Protection?

Thursday, April 16th, 2009

David M. Frees III, Esquire Pennsylvania Asset Protection Lawyer

David M. Frees III, Esquire Pennsylvania Asset Protection Lawyer


Asset protection is a practice of using certain strategies and tactics, to legally and ethically protect your assets from various risks such as litigation, taxation, divorce and other claims. It differs from ordinary estate planning but many professionals, real estate owners, and business owners now seek added levels of protection in Pennsylvania that go beyond mere wills and trusts.

If you would like to learn more about protecting assets in IRAs, 401(k)s, trusts, Limited Partnerships and other structures, click here to visit my articles on asset protection planning at www.paestateplanners.com

By: David M. Frees III, Esquire
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dfrees@utbf.com
610-933-8069

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Protecting Children and Granchildren Form Divorce and Lawsuits

Monday, February 9th, 2009

Concerned that a child or grandchild might lose an inheritance to divorce or a lawsuit? There are techniques that can be used to protect lifetime trusts and transfers and transfers under your will.

Often referred to as Beneficiary Controlled Trusts, or testamentary asset protection trusts, these vehicles can give an heir control over assets without ownership of the assets. In this way, they can often be protected from taxation, from lawsuits, and from divorces. Learn more in this video or call 610-933-8069 or email dfrees@utbf.com and ask for David Frees’ article on protecting your heirs from lawsuits and divorce.

David M. Frees III, Esquire
610-933-8069

To follow David on Twitter for the most up to date information on estate planning and asset protection planning for Pennsylvania residents click here.

Questions and Comments? Please feel free to leave a question or comment below.

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