We Listen.

Happy New Year To Our Clients, Friends, Professional Advisors and Team Members

We would like to take this opportunity to say “Happy New Year and Thank You” from the entire firm and from the Trust, Estate and Wealth Preservation Section of Unruh, Turner, Burke and Frees.

We know that in this area of the state of Pennsylvania, you have many choices for your trust, estate planning, and probate lawyers as well as for your elder law needs.

For that reason, we both thank you and want to let you know that we have once again, in preparation for the new year, spent time, resources, and money in making changes that we think will enhance your experience as a client of the firm.

First, in addition to our two Estate Section partners, David M. Frees III and Douglas L. Kaune.

Jennifer adds more depth of tax practice (especially tax issues facing trusts and estates) and will also be helping us to focus on the unique issues facing women in their estate planning.

We have added two blogs designed to bring you more and timely news and information on estate planning, asset protection planning, and information and news for executors and trustees. In addition, we are currently working on a new web site and blog oriented just for families in need of elder law and nursing home advice and information. Be sure to read and watch www.UTBF.com/trust-estate and www.PaEstatePlanners.com for the latest news and information affecting you, your business, investments, and your family.

We have also invested in new software that we believe will take us to the next level in preparing and updating your tax returns, estate and trust accountings, and the family settlement agreements that we often use to avoid much of the probate process.

Several other associates and partners of the firm, including Theo Claypoole, William Burke, Don Turner, John Fiorillo, and Stephen LaGoy will be working on matters with the Estate Section – especially when planning involves family limited partnerships, closely held businesses, and real estate or when there are matters involving litigation.

We would also like to welcome Beth MacNulty as our new client relations manager. Beth’s jobs will include helping you to get appointments that fit your schedule, confirm appointments, making sure that your estate planning documents have been received by you and are stored safely, and in assisting you in emergency appointments, and with your other needs as they arise.

Beth can be reached by calling 610-933-8069.

In addition, David Frees was recently honored by receiving AVVO’s highest lawyer rating of 10.0 or Suberb and presented again to the prestigious Pennsylvania Bar Institute Estate Institute on the topic of Estate Planning for Families with Young Children. David has also just finished, with his brother Robb Frees, a soon to be published book and report on What Consumers Need To Know about insurance law.

Douglas Kaune was admitted as a member of NAELA (National Association of Elder Law Attorneys) and Doug in addition to his work in the are of sophisticated estate planning is working on three new reports for consumers on the changing laws in the area of Elder Law and Nursing Home issues.

In conclusion, we thank you for your continue support ans we look for new ways to help you through this difficult time with the many changes and the uncertainty now that Congress has allowed the state tax to lapse but at the same time is threatening to restore it retroactively.

For estate planning questionnaires, estate planning appointments, appointments to update older estate plans, or for any of our free reports for executors please call 610-933-8069.

David M. Frees III, Esquire – Chairman: Trust, Estate and Wealth Preservation Section
Douglas L. Kaune, Esquire – Trust Estate and Wealth Preservation and Chairman: Elder Law Section

Donna Brownback – Paralgel
Denise Fox – Paralegal
Beth MacNulty – Client Relations Manager

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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