Estates

Special Needs Trusts: Using a Trust Protector

July 1, 2010

We prepare special needs trusts for beneficiaries to help insure the recipient of inherited or gifted assets can continue to qualify for government or private benefits. Clients who are creating these trusts often struggle to decide who they should appoint as trustee of the trust. We want to make sure that we select the correct person …

Pennsylvania Inheritance Tax Is One Of Many Death Tax Systems At the State Level

April 20, 2010

By Douglas L. Kaune

Pennsylvania, through its Inheritance Tax, is one of many states that applies a death tax upon the estates of its deceased residents and real property owners. I think it is interesting and important to know about the other state death tax systems. Check out this site for a review of how Pennsylvania and all …

Estate Tax Reform 2010: Modified Step-Up In Tax Basis For Capital Gains

April 14, 2010

By Douglas L. Kaune

As we have discussed frequently, the Federal Estate Tax system is in a state of change in 2010. Frequently lost in the discussion of revocation of the Federal Estate Tax is the new Modified Step-Up In Tax Basis for Capital Gains. Prior to January 1, 2010 all capital appreciation assets owned by a decedent at …

Executor and Attorney Fees For Probate In PA

January 23, 2010

By Douglas L. Kaune

Executor and Attorney Fees and commissions For Estate Administrations and Probate in Pennsylvania (PA). This is often a mysterious topic for many who find themselves involved in an estate administration as executor or beneficiary in PA. There is not a perfect answer as to what the executor , attorney and probate fees will be in each case, …

In PA Changing a Will After Death and Probate: Qualified Disclaimers

December 15, 2009

By Douglas L. Kaune

Beneficiaries can use a qualified disclaimer to change distribution under a last will and testament after date of death and after probate in Pennsylvania (PA) and other states. A beneficiary can actually refuse all or a portion of his or her share of a decedent’s probate or non probate assets. Click here for the technical requirements …

Prenuptial Agreements and Pennsylvania Estate Planning – What The Tiger Woods Disaster Reminds Us To Do

December 5, 2009

By Dave Frees

Avoid damaging and expensive family disputes. Use a prenuptial agreement or post nup if you have children from a prior marriage or you are contemplating remarriage.

Who Are The Top Trust and Estate Lawyers On The Main Line? – David Frees According to Main Line Today

December 4, 2009

By Dave Frees

David Frees has had a long tradition of practicing law in the areas of trusts, estates, wills, estate planning and asset protection in Pennsylvania. He is honored to represent many of the Philadelphia region’s most successful business men and women in their personal estate planning and to represent so many attorneys and other professionals as …

Mom Named Me As Executor – Now Who Can Sue Me? Read This Before Starting the Executor Or Trustee Job

November 29, 2009

By Dave Frees

If you have been appointed as an executor or trustee in Pennsylvania don't act until you have read this article and invested two minuets in watching this video for you on the legal risks and how to avoid them.

When Probating A Will Makes Sense – The Five Reasons

November 20, 2009

By Dave Frees

Everyone wants to avoid probate. The probate system is viewed as slow, expensive, and too public. But sometimes, if you’re an executor, you really want and need the probate system and the orphan’s Court judge. The truth is, that most of the estates where the executor hires us to do the administration, and to keep …

Why an Internet Search for “The Best” Trust, Estate, or Probate Lawyer Might Not Be “The Best.”

November 8, 2009

By Dave Frees

More and more consumers are using Google, local search, and internet tools to help them to find the right lawyer to help with wills, trusts, estate plans and related matters. But, there are many reasons why searching for “the best” trust lawyer, estate attorney, or probate lawyer could actually get you the wrong information and …

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Special Needs Trusts: Using a Trust Protector

Pennsylvania Inheritance Tax Is One Of Many Death Tax Systems At the State Level

Estate Tax Reform 2010: Modified Step-Up In Tax Basis For Capital Gains

Executor and Attorney Fees For Probate In PA

In PA Changing a Will After Death and Probate: Qualified Disclaimers

Prenuptial Agreements and Pennsylvania Estate Planning – What The Tiger Woods Disaster Reminds Us To Do

Who Are The Top Trust and Estate Lawyers On The Main Line? – David Frees According to Main Line Today

Mom Named Me As Executor – Now Who Can Sue Me? Read This Before Starting the Executor Or Trustee Job

When Probating A Will Makes Sense – The Five Reasons

Why an Internet Search for “The Best” Trust, Estate, or Probate Lawyer Might Not Be “The Best.”

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