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family relationships and esate planning

Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)

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Are you are a business owner or professional, a real estate investor or entrepreneur who has been putting off your estate planning because it’s too time consuming, costly, or complicated? Have you been promising a spouse, children or other loved ones that you’re going to “get around to” this but just never do? Has it …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part Six

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How To Avoid The Most Common Mistakes Trustees Make Failing To Communicate Properly by: Pennsylvania Attorney David M. Frees III You have heard that communication is vital in marriage and communication is important with your children but communication is also critical in trust administration. As a trustee to avoid unnecesary hostility from family and beneficiaries …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part Five

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How To Avoid The Most Common Mistakes Trustees Make Failing To Follow The Principle And Income Act by: Pennsylvania Attorney David M. Frees III As a Pennsylvania trustee what investment strategy should you follow? Is a “unitrust” right for you? A mistake that many Pennsylvania trustees make is not understanding the rules governing trusts …

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Avoiding Common Pennsylvania Trustee Mistakes Part Four

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How To Avoid The Most Common Mistakes Trustees Make Failing To Follow The Uniform Trust Act by: Pennsylvania Attorney David M. Frees III The Pennsylvania Uniform Trust Act has mandatory  requirements for the trusts creation, termination, modification among others. It is important to follow all of the rules and regulations as a trustee so you …

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Avoiding Pennsylvania Trustee Mistakes Part Three

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How To Avoid The Most Common Mistakes Trustees Make Failing To Follow The Prudent Investor Rule by: Pennsylvania Attorney David M. Frees III Are you a trustee of a Pennsylvania trust? Do you want to avoid personal liability and lawsuits? If you answered yes to either of these questions you will want to read the …

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Avoiding Pennsylvania Trustee Mistakes Part Two

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How To Avoid The Most Common Mistakes Trustees Make Making Trust Distributions Too Soon by:  Pennsylvania Attorney David M. Frees III Throughout history, trustees have been sued for failing to properly administer or to invest trust assets under Pennsylvania law. And, to make matters worse, (or  much better depending on your perspective) Pennsylvania has  …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part One

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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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