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What Type Of Trust Is Right For You?

Have you heard other people talk about trusts or have you thought about incorporating a trust into your estate plan or asset protection planning but are not sure where to start. We have written this trust guide, How To Find the Right Trust For You, which  explains  many of the most …

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What is a Special Needs Trust?

A special needs trust is a way to provide your disabled loved one without the assets affecting their government eligibility into programs like Medicaid and Social Security Disability. Find out if a Special Needs Trust is right for you. Read the entire Report on Pennsylvania Special Needs Trusts/ Supplemental Needs Trust here.

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Lawyer Trust Language Decoded

Many professions have their own technical language.  For an example, think about the last time you or a family member was hospitalized. Did anyone use expressions, drug names, or therapies that simply had no meaning to you? Were you ever confused? Do you remember the words the doctor or nurses used that left your brow …

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Can I Create My Own Special Needs Trust or Supplemental Needs Trust So I am Not Disqualified?

Yes. If you are disabled and receive benefits and a personal injury award and or inheritance and you do not want to be disqualified from government benefits a “self-settled” trust can help. A  “self –settled” trust is frequently created by individuals who have become disabled as a result of an accident or medical malpractice and later receive a personal …

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How Important is a Trustee in a Special Needs Trust?

The trustee of any trust is an important position. In special needs trusts the trustee has sole discretion to decide what the beneficiary, your disabled loved one, needs and what can be distributed under state laws or federal regulations without disqualifying the beneficiary. They may spend quite a bit of time at the job in order …

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Who Will Take Care of Your Disabled Child When You are Gone?

Special Needs and Supplemental Needs Trusts Are The Vital Tool To Protect Our Loved Ones When We No Longer Can A special needs trust or supplemental needs trust is a way to provide for your disabled child or disabled loved ones quality of life. The great thing about this type of trust is your child …

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Can Estate Planning or Will Make Your Spouse Happy?

Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies.  They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part One

If you are a trustee of a Pennsylvania trust and you want to avoid personal liability and lawsuits by the beneficiaries, then you’ll want to read David Frees’ latest post on avoiding trustee mistakes and liability. It will take less than three minutes and might save you emotional pain and lost time, money, and energy. This …

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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
Paoli, PA
43 Leopard Road, Building II
Suite 302
Paoli, PA 19301
(610) 240-0750