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Pennsylvania Trustee Mistakes And How To Avoid Them Part Five

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

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

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

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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End of The Year Gifts, Estate Planning, Wills and Trusts – What You Need to Know for 2010 and 2011

Need to know more about urgent estate planning, will, trust and end of year gifiting?

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Protect your Mineral Rights: Oil and Gas Leases

I work with many clients to assist them with the estate planning and elder law issues relating to the mineral rights they own in certain real property throughout Pennsylvania and other states. The focus on the mineral rights ownership interest has increased exponentially as the Pennsylvania (PA) Marcellus Shale discoveries have broadened. Many people …

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Take Advantage of Generation Skipping Tax Repeal For 2010

We have had a lot of discussion here and with clients about the future of the federal estate tax. We have not talked as much about the generation-skipping tax (GST) which was also repealed for 2010. This presents an opportunity for grandparents and great grandparents to pass wealth to future generations that was not previously …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part One

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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Join Us At Our Client, Friends, and Family Activities and Educational Events

The Will, Trust, Estate and Probate Section of Unruh, Turner, Burke & Frees Invites You To Our Upcoming Client Appreciation and Educational Events Doug, Jennifer, and I enjoyed hosting and getting together with you to say thank you for being our clients, and in 2011 we will also be hosting a series …

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Did You Inherit Assets From An Estate in 2010? There May Be Taxes You Don’t Even Know About

Capital Gains Taxes For Trusts, Estates, and Beneficiaries of Estates in 2010 Are The Subject of IRS Attention. By: Attorney David M. Frees III If you inherited assets from a trust or an estate where the decedent died during 2010 you probably thought that you were spared the worries and expenses of the federal …

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West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
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120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069