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Ratings. Guidance. The Right Lawyer.
Search: Legal Advice written by David M. Frees III (19 found)
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Posted 18 days ago in Estate Planning Allentown, PA 
David M. Frees III's answer
If assets are held in a joint account with rights of survivorship , one half... 
Steve Fromm's answer
As long as the account was established over a year before death, only one-half...
Posted about 1 month ago in Estate Planning Indiana, PA 
Jay G. Fischer's answer
The "Short Certificate" is a short form of the Certificate of the Grant of...
David M. Frees III's answer
A short certificate is proof from the register of wills, that the will has been...
Posted about 1 month ago in Estate Planning Philadelphia, PA
Best Answer:
David M. Frees III's answer
The answer to your question will be set forth in the will if there is a will... 
Janet Lee Brewer's answer
The answer depends on several factors, including whether the 3 sisters died...
Posted 2 months ago in Trusts Philadelphia, PA 
Douglas L. Kaune's answer
It is difficult to answer your question based on the limited information...
David M. Frees III's answer
There are a number of facts that we don't know from your question that might...
Posted 6 months ago in Trusts Pittsburgh, PA
David M. Frees III's answer
Under Pennsylvania law, the irrevocable trust (often called a deed of trust for... 
Edward Joseph Smeltzer II's answer
Use of the term Deed to describe the document that transfer property is...
Posted about 1 year ago in Trusts 
Kevin W. Davidson's answer
A revocable living trust offers minimal protection from creditors. While the...
David M. Frees III's answer
I liked the other lawyers answers to this question. In general, asset...
Posted about 1 year ago in Probate York, PA
Douglas L. Kaune's answer
Avoidance of probate in PA is not as important as it might be in CA. The PA...
Posted about 1 year ago in Wills / Living Wills Philadelphia, PA
Douglas L. Kaune's answer
To avoid the elective share option for the surviving spouse I would suggest...
David M. Frees III's answer
This really requires that advice of counsel because there are so many tax and...
Posted about 1 year ago in Estate Planning South Lyon, MI
David M. Frees III's answer
First, the quick answer: The annual gift tax exclusion for 2008 is 12,000. per... 
Gabriel Cheong's answer
Note that I am not licensed to practice in your state. The federal gift tax...
Posted about 1 year ago in Estate Planning Brockport, NY
Gabriel Cheong's answer
Note that I am not licensed to practice in your state. An estate plan, while...
User's answer
Simple answer probably Yes, I tell clients all the time, 'A Will is a...
Posted about 1 year ago in Probate Bentleyville, PA
Michael Ian Werner's answer
Inheritances in Pennsylvania are first and foremost controlled by the Will of...
Posted about 1 year ago in Probate Philadelphia, PA
Michael Ian Werner's answer
These are all very good and important questions. However, there is a bit too...
David M. Frees III's answer
The answer to the question about who owns the house should be easy to resolve....
Posted about 1 year ago in Probate Levittown, PA
Michael Ian Werner's answer
Pennsylvania law sets forth an order by which people can act as personal...
Jay G. Fischer's answer
You need to know that in Pa if she had possession of the will prior to her...
Posted about 1 year ago in Probate Newmanstown, PA
Jay G. Fischer's answer
The executor is entitled to a reasonable fee for serving. In Pennsylvania,...
David M. Frees III's answer
This is to supplement Jay's answer. The executor is usually entitled to much...
Posted about 1 year ago in Estate Planning Allentown, PA
Gabriel Cheong's answer
Note that I am not licensed to practice in your state. This is not intended as...
Jay G. Fischer's answer
Gabriel's advice to see an estate planning attorney is very good. The statutory...
Posted about 1 year ago in Estate Planning Pittsburgh, PA
Jay G. Fischer's answer
Provided the disclaimer is done properly, the disclaimed property will pass...
David M. Frees III's answer
There is no longer a unified credit. Since 2001, the credit for death taxes...
Posted about 1 year ago in Probate Pennsylvania
David M. Frees III's answer
The executor may be required to add the assets of the estate to the trust if it...
Posted about 1 year ago in Power Of Attorney Lancaster, PA
David M. Frees III's answer
This seems to require unified action. I would often draft a power of attorney...
Douglas L. Kaune's answer
Based on the information provided, I would agree that the POA document requires...
Posted about 1 year ago in Probate Waymart, PA
Jay G. Fischer's answer
The will only needs to be probated if there are assets subject to probate...
David M. Frees III's answer
The will would not need to be probated. However, the jointly held assets are... |
