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|Shareholder||CGA Law Firm||2001 - Present|
|Association name||Position name||Duration|
|York County Community Foundation||N/A||2012 - Present|
|National Association of Estate Planners and Councils||Accredited Estate Planner®||2012 - Present|
|York County Bar Association||N/A||N/A|
|National Academy of Elder Law Attorneys||Member||N/A|
|Legal Lines||Pennsylvania Inheritance Tax Law||2014|
|Report from Counsel||New PA Laws Provide Opportunities for Inheritance Tax Savings on Family-Owned Business Assets||2013|
|Report from Counsel||Passing the Family Farm on to Future Generations||2013|
|Temple University - James E. Beasley School of Law||Taxation||LL.M - Master of Laws||2005|
|Pennsylvania State University, Dickinson School of Law||Law||JD - Juris Doctor||2001|
|CGA Estate Planning Seminar||Avoiding Inheritance Tax on Business Assets||2014|
Posted by anonymous
Our legal situation was extremely complex. We were originally residents of PA with the requisite legal documents. Then we bought a home in FL and were residents there, with a whole set of FL-required documents. Recently we sold our FL property, became PA residents again, and because of changes in circumstances, we needed to have PA documents prepared once again.
In addition, we are a step-family, each with our own kids.
We are extremely pleased with how Attorney Bupp straightened out our legal document mess and drafted a simplified system that protects us and our assets, and in a fair way, at our deaths, directs those assets to those we care about.
Our old documents from both states and our step-family situation presented huge challenges which Tim saw as no problem. After patiently listening to us and our desires, Attorney Bupp made suggestions, but the decisions were always ours to make. Each time we presented him with an additional problem, Tim solved it. He was also great at translating the legalese into language we could understand.
We trust this man's knowledge and expertise with our long-term needs, (we are elderly), but most of all we trust the man!!!!