Avoiding Pennsylvania Trustee Mistakes Part Nine
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 …
Avoiding Pennsylvania Trustee Mistakes Part Eight
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 …
Avoiding Pennsylvania Trustee Mistakes Part Seven
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, …
Can Estate Planning or Will Make Your Spouse Happy?
Many spouses express fear and grave concerns that they would not know what to do if a spouse or loved one dies. They are terrified when you don’t have a will, trust, or estate plan and a list of people and instructions to guide them. And, if you are the primary bread winner and/or have …
Want Estate Planning That Works Under The New Federal Estate Tax? It’s Time Upgrade To First Class or Business Class Estate Planning(TM)
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 …
Pennsylvania Attorney David Frees Attends Heckerling Institue Estate Planning Program
Think Your Estate Is Now Protected From Federal Estate Tax? According To The Tax Lawyers Studying The New Law – Think Again The Heckerling Institute is one of the premier estate planning programs and “think tanks”dedicated to effective estate planning. The lawyers appearing at the institute and those in attendance focus on planning to minimize …
What’s Important In Wills Under The New Estate Tax Law? It’s Not The Same Things Any More
Want Your Will or Trust To Work Better? The New Federal Estate Tax Law Changes What’s Important Now You and Your Lawyer Will Want To Pay Attention To Different Things and You Can Do More Than Ever Before Under the federal estate tax law in effect since the 1980s, the emphasis for wills and trusts …
Tax Free Gifting to Children and Grandchildren and The End of the Year 2010
Gifting before the end of 2010 and into 2011. How much, when and how to make tax free gifts.
Tax Free Gifting to Children and Grandchildren and The End of the Year 2010
Gifting before the end of 2010 and into 2011. How much, when and how to make tax free gifts.
The Federal Estate Tax and Pennsylvania Residents
Congress Acts On Federal Estate Taxes The New Estate Tax Law: Problems, Solutions and What You Need To Know Last night, the House of Representatives passed a bill extending the Bush era tax cuts which were about to expire, and, re-enacting a federal estate tax. And, while the new law looks favorable on it’s face, …