Search: Legal Guides written by David M. Frees III (5 found)

Written by David M. Frees III
If you are concerned about a married child getting divorced and the divorce impacting an inheritance consider the following options: Use of Beneficiary Trusts Letters of Instruction Pre/Post Nuptual Agreements
Posted about 1 year ago in Trusts. Jurisdiction: Pennsylvania

Written by David M. Frees III
Executors and Personal Representatives often do not realize that they can be liable for the mistakes that they may make in that position. However, there are several common mistakes that can be easily avoided and your liability exposure can be limited by following these guidlines.
Posted about 1 year ago. Jurisdiction: Pennsylvania

Written by David M. Frees III
When the stock market or real estate markets drop it offers those who have built some assets an opportunity to make very powerful wealth transfers to children and grandchildren. And, with the right types of trusts you can protect your heirs from divorce and litigation too.
1 of 2 users found this helpful. Posted about 1 year ago in Estate Planning. Jurisdiction: Federal

Written by David M. Frees III
Many people appointed under a will have never had to serve as an executor of an estate. And most don't know that they can be held personally liable for their mistakes. To make matters worse, the job can range from very simple to difficult and complex depending on your state law and your case.
1 of 2 users found this helpful. Posted about 1 year ago.

Written by David M. Frees III
If you have been appointed as an executor or, if you are a beneficiary of an estate in Pennsylvania, then you have a very legitimate interest in how executors are paid and in the question of what are appropriate and fair executor fees. This article reviews how such fees are set, and what is fair.
4 of 5 users found this helpful. Posted 3 months ago in Probate. Jurisdiction: Pennsylvania