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Pennsylvania Revocable Living Trust Attorney | Trust Distribution

Question: When would I use revocable living trust in Pennsylvania? Answer: A revocable living trust can be used by you to distribute your Pennsylvania assets and properties in 3 different ways. While you are still living – this option allows you to see and enjoy giving your designated beneficiaries your outlined benefits over a period of …

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Revocable Living Trust Attorney | Pennsylvania Estate Administration

Question: What is Pennsylvania revocable living trust? Answer: A revocable living trust is a document to outline how someone’s properties and assets are to be distributed. It may be best to enlist the help of an experienced revocable living trust attorney who can guide you through the process in Pennsylvania and handle all the tedious paperwork …

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Trust, Estate & Wealth Preservation

Our Firm’s team of estate planning attorneys guide clients through the process of trust and estate planning as well as more sophisticated asset protection and federal estate tax planning strategies. We also represent corporate and individual fiduciaries including guardians, executors and trustees and assist them in handling all aspects of estate and trust administration, wealth …

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Selecting a Trustee- What Matters?

Who Do You Trust? Choosing a trustee requires an appropriate balance between kinship or friendship, expertise and technical knowledge. As a trust attorney one challenging aspect of my practice is the very personal decision by a client about choosing a trustee or trustees (and their substitutes) for his or her many types of trusts. There …

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Unruh, Turner, Burke and Frees partner, David M. Frees III, Reveals Why Trust Protectors, Special Trustees, and Estate and Trust Mediation May Be The Future of The Best Estate Planning Options

Probate Trust and Wealth Preservation Section Chair, David M. Frees III, recently presented a program for trust and estates attorneys entitled Trust Protectors and Special Trustees. The attorney CLE (Continuing Legal Education) program, presented for NBI (National Business Institute), was a chance for lawyers nationwide to learn more about the uses of trust protectors, independent trustees, and …

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Creating Trusts for Children in a Will | Pennsylvania Trust Attorney

Question: Can I create trusts for my children under my will in Pennsylvania? Answer: Not all trusts are created equally, so although you can leave trusts for your children in your will (known as a testamentary trust), you should do so with extreme care and preferably with the assistance of a dedicated Pennsylvania trust attorney. …

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Pennsylvania Trusts: Different Types for Spouses and Children

5 Different Types of Trusts for Pennsylvania Spouses and Children   There are a number of different trust law options you can pursue in Pennsylvania if you want to leave your children their inheritance with additional protections. A bypass or family trust (alternatively known as a “credit shelter” trust) enables you to leave a …

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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069