This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients and potiential clients informed, engaged, and connected to the latest news, trends, and current events regarding Penn. asset protection, inheritance dispute resolution, executor and trustee information, will & trust law, and elder trust law. Learn more abou the estate law issues that affect you most in these short, personal, and candid legal blog posts.
- Page 1
-
The Estate Planning Basics of Digital Assets: What To Do About Bitcoin, Cryptocurrencies and other Digital Investments – Now OR In The Futurecryptocurrencies in estate planning; estate planning and digital assets; bitcoin and estate planning;
-
Spring 2021 Virtual Executor Training Receives Rave Reviews!Executor training, what is an executor, when and how to hire the right legal, accounting, and financial advisors, how to avoid personal liability.
-
Virtual Executor Training Coming on March 24, 2021executor training, when to hire lawyer for estate administration, duties of an executor
-
FAQs - Revocable and Irrevocable TrustsOur Series on Trusts will provide clarity on what trusts are, how they can be used, and the differences between the various kinds of trusts.
-
Are You Named As An Executor or Trustee When A Spouse Or Parent Dies OR Have You Appointed One Or More Under Your Will and/or Trust?estate administration, appointing executors, trustees, hiring an attorney for estate
-
Avoiding Probate with the Help of a Pennsylvania Probate AttorneyEstablishing joint property ownership may be a good method to help your beneficiaries avoid probate when they are settling an estate in your name.
-
Difference Between an Executor and a Trustee | Pennsylvania LawyerAn executor and trustee are distinct and separate, although they are often confused with one another. Consult a Pennsylvania estate planning attorney.
-
Selecting an Estate Executor | Pennsylvania Probate AttorneyWhen you are selecting an estate executor, keep in mind that he or she will be your and your estate’s personal representative in Pennsylvania probate.
-
Executor Responsibilities Lawsuit | Pennsylvania Probate AttorneySuing an estate executor is a complicated and serious task, but can be warranted in certain instances. A Pennsylvania probate attorney can help.
-
Executor of A Pennsylvania Estate? Video Resources, Fees, Disputes, Mistakes and Duties of An ExecutorExecutors need to learn the most common mistakes and how to avoid personal liability. Discover many resources and information for Pennsylvania executors
-
Pennsylvania Trustee Mistake # 10 - Failing To Do The Job Of TrusteeMany Pennsylvania trustee's fail to do their job. Learn how to understand your role as a trustee and avoid the headaches, personal liability, and lawsuits that come with failing to do that job.
-
Pennsylvania Trustee Mistake # 9 - Failing To Understand The Role of Multiple TrusteesMany Pennsylvania trustees make mistakes that lead to lawsuits and personal liability. Being a trustee is a complex and often complicated job. If you are not familiar with what being a trustee entails and the rules and regulations you must follow you might want to delegate your investment of trust assets to a professional limiting your personal liability.
-
Pennsylvania Trustee Mistake # 8 - Failing To File Tax Returns Or To Seek Professional AssistanceBeing a Pennsylvania trustee is an important job and far too often we see people make mistakes that lead to personal liability and lawsuits. There are many rules and regulations governing what a trustee can do and not do. If you have never been a trustee before or are not familiar with all the governing Acts and Codes it is a good idea to seek professional guidance to avoid mistakes.
-
Pennsylvania Trustee Mistake # 7 - Failure To Properly Reform, Amend, or TerminatePennsylvania trustees can avoid failing to properly reform, amend, or terminate a trust by reading this report on common trustee mistakes. Avoid trustee mistakes that can lead to personal liability and or a lawsuit today.
-
Pennsylvania Trustee Mistake # 6 - Failing To Communicate ProperlyMany Pennsylvania trustees make mistakes such as not communicating properly that land them in hot water with the beneficiaries, family, and could even result in lawsuits. Learn how to avoid this and other trustee mistakes.
-
Pennsylvania Trustee Mistake # 5- Failing To Conform To The Principle And Income ActMany Pennsylvania trustees fail to follow the Principle and Income Act and many other rules and open themselves up to personal liability and lawsuits. Avoid the most common mistakes that Pennsylvania trustees make.
-
Pennsylvania Trustee Mistake # 4- Failing To Follow The Uniform Trust ActToo many Pennsylvania trustees make simple mistakes that land them into trouble. If you are a Pennsylvania trustee learn how to avoid personal liability and being sued.
-
Avoiding Pennsyvlania Trustee Mistakes # 3 Failing to Follow The Prudent Investor RuleToo many Pennsylvania trustee's make mistakes that lead to lawsuits and personal liability. Learn how to avoid these common trustee mistakes.
-
Pennsylvania Trustee Mistake #1 - Failing To Understand The Trust LanguageMany Pennsylvania trustees make mistakes that land them in hot water or create personal liability. Learn how to avoid trustee mistakes that will make you personally liable or get you sued as a trustee.
-
Pennsylvania Trustee Mistake #2 - Making Distributions Too EarlyPennsylvania trustees make many mistakes that can lead to personal liability. Learn how to avoid making these mistakes that could get you sued.