Trusts

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

August 12, 2012

When you think about doing the right thing and taking care of your spouse, children, friends or loved ones, you probably say to yourself: "I've really got to do a will." But there are....

Is It A “Probate Asset” Or Not?

September 12, 2011

By Dave Frees

The Answer May Not Always Be What You Expect Simply “Probate” means at death an estate (the deceased person’s property) is administered and supervised by the court, often called probate court. The court will make sure the Last Will is administered correctly and if there is no will state law is followed by a court …

Why Do People Hate Most Trust Lawyers?

April 29, 2011

By Dave Frees

Lawyers, like doctors and other professionals, habitually use language that is practically impossible for many of us to understand. They use language familiar to them but sometimes forget that it may be unfamiliar to you if you do not work in their field of trust and estate law. So how are you supposed to …

What is a Special Needs Trust?

April 15, 2011

By Dave Frees

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.

Lawyer Trust Language Decoded

April 8, 2011

By Dave Frees

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 …

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

April 1, 2011

By Dave Frees

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 …

How Important is a Trustee in a Special Needs Trust?

March 18, 2011

By Dave Frees

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 …

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

March 4, 2011

By Dave Frees

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 …

Asset Protection and Tax Fraud and Danger Signs – Avoiding Strategies Too Good To Be True

February 3, 2010

By Dave Frees

Visit www.PaEstate Planners for valuable articles and information about wills, trust, and asset protection planning and avoiding tax fraud in investments

Do I need To Finish My Grantor Retained Annuity Trust -GRAT by the End of The Year?

November 12, 2009

By Dave Frees

First a few preliminaries on the Grantor Retained Annuity Trust or GRAT. What is a GRAT? GRAT stand for Grantor Retained Annuity Trust. It is a special trust where you can make a gift and get the original amount back over a period of years and the growth of the asset remains in the trust …

We Listen.

Think Outside The Will – What Else Makes A Great Estate Plan For Pa Residents? Part 1

Is It A “Probate Asset” Or Not?

Why Do People Hate Most Trust Lawyers?

What is a Special Needs Trust?

Lawyer Trust Language Decoded

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

How Important is a Trustee in a Special Needs Trust?

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

Asset Protection and Tax Fraud and Danger Signs – Avoiding Strategies Too Good To Be True

Do I need To Finish My Grantor Retained Annuity Trust -GRAT by the End of The Year?

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