We Listen.

pa trust lawyer

Avoiding Pennsylvania Trustee Mistakes Part Ten of Ten

By

How To Avoid The Most common Mistakes Trustees Make Failing To Do The Job Of Trustee by: Pennsylvania Attorney David M. Frees III This is the last in our series of brief articles about the most common  mistakes trustees make and how to avoid them. It is important to understand the language of …

Read More

Avoiding Pennsylvania Trustee Mistakes Part Nine

By

How To Avoid The Most Common Mistakes Trustees Make Failing To Understand The Role Of Multiple Trustees by: Pennsylvania Attorney David M. Frees III One very big mistake trustees make is failing to understand their role as a trustee among trustees. It is important to understand what a trustee is and what duties …

Read More

Avoiding Pennsylvania Trustee Mistakes Part Eight

By

    How To Avoid The Most Common Mistakes Trustees Make Failing To File Tax Returns Or To Seek Professional Assistance by: Pennylvania Attorney David M. Frees III Too many trustees have been sued for failing to properly administer or invest trust assets under Pennsylvania law. Pennsylvania has recently become more highly regulated from …

Read More

Avoiding Pennsylvania Trustee Mistakes Part Seven

By

How To Avoid The Most Common Mistakes Trustees Make Failing to Properly Reform, Amend, or Terminate by: David M. Frees III As a trustee do you need to have all the beneficiaries consent to amend the trust? How does the trust I am managing terminate? Many Pennsylvania trustees fail to reform, amend, …

Read More

Pennsylvania Trustee Mistakes And How To Avoid Them Part Six

By

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 …

Read More

Avoiding Common Pennsylvania Trustee Mistakes Part Four

By

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 …

Read More

Avoiding Pennsylvania Trustee Mistakes Part Three

By

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 …

Read More

Avoiding Pennsylvania Trustee Mistakes Part Two

By

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  …

Read More

Pennsylvania Trustee Mistakes And How To Avoid Them Part One

By

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 …

Read More

Create Trusts For Children In Your Wills

By

I have had a recent addition to the family, my son, James Douglas Kaune.  Welcome to our lives James!! Taking my own advice, my wife and I immediately updated our estate planning documents including wills, powers of attorney and trusts.  We also modified our beneficiary designation forms in IRA’s, 401k’s and life insurance to name the testamentary trust for …

Read More

Sophisticated, Responsive and Focused.

  • “At Unruh Turner Burke & Frees, the client’s objective is never lost in the details and as a result, even complex deals get done quickly and efficiently..."

    Read More...

  • “Unruh Turner Burke & Frees has been a tremendous resource to me and my team throughout the past 17+ years. This highly-talented group delivers the...”

    Read More...

  • “Unruh Turner Burke & Frees has been a trusted source of advice and counsel on all levels of governmental law and regulation, from zoning and land use...”

    Read More...

  • "Our Trust Department has utilized Unruh Turner Burke & Frees’ expertise for several years to assist our clients with their overall estate plans. They..."

    Read More...

  • “Over the last 25 years Unruh Turner Burke & Frees has represented our residential building and development enterprise in many capacities including real..."

    Read More...

  • "Based on my long-term relationship with Unruh Turner Burke & Frees, I can wholeheartedly recommend its services to any business owner who wishes to work with...”

    Read More...

  • “We recently hired Unruh Turner Burke & Frees to handle a conditional use application for our Chestnut Street Lofts apartment project in downtown West Chester..."

    Read More...

  • “I have been working with Unruh Turner Burke & Frees for many years. They have provided legal counsel in the areas of Estate Planning, Land Use, Litigation and...”

    Read More...

  • “I have relied on the firm's legal advice to make critical decisions on handling family wealth and making appropriate decisions for my family's future.”

    Read More...

  • “… This highly-talented group delivers the highest quality legal work and brings real-world experience in a very cost-effective manner…”

    Read More...

  • "If there is an issue facing a municipality, Unruh Turner Burke & Frees is the source for sound guidance and direction.”

    Read More...

  • “…They have provided legal counsel in the areas of Estate Planning, Land Use, Litigation and Real Estate. In every one of those areas I have been blessed with great ...”

    Read More...

  • "Whether we are competing in a strong market or working through a declining market, it has always been reassuring to know that Unruh Turner Burke & Frees has both..."

    Read More...

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