Do You Want To Protect Your Assets From Taxes and Long Term Care Spending? We Have A Plan For You!Our Experienced Team Can Help You Develop A Great Estate Plan To Protect And Preserve Your Assets!Helping Executors To Easily Navigate The Complex Probate and Estate Administration Process!Preparing Trusts To Avoid Probate, Save Taxes, Protect Assets And Much More!We Are Experienced in preparing Wills & Trusts That Help To Protect Assets For Your Loved Ones!Protecting & Preserving Family Wealth From Rising Nursing Home Costs!
|Award name||Grantor||Date granted|
|2016 Top Attorney||Suburban Life Magazine||2016|
|2016 Top Lawyer||Mainline Today||2016|
|2015 Top Lawyer||Mainline Today||2015|
|2015 Top Lawyer||Suburban Life Magazine||2015|
|2010 Top Lawyer||Main Line Today Magazine||2010|
|Estate Planning Attorney of the Year||Attorney's Abstract||2008|
|Martindale Hubbel Rating||Martindale-Hubbell||2007|
|American Juris Prudence Award||WUSL||1996|
|Outside Counsel||Phoenixville Area Senior Center||2003 - Present|
|Outside Counsel||Optimistic Real Estate Associates, L.P.||2001 - Present|
|Outside Counsel||BLSH Enterprises, L.P.||2000 - Present|
|N/A||Chairman of Elder Law Section||1998 - Present|
|Partner||Unruh, Turner, Burke & Frees, P.C.||1996 - Present|
|Association name||Position name||Duration|
|National Academy of Elder Law Attorneys||Member||2009 - Present|
|Devon Preparatory School Endowment||Member||2007 - Present|
|Phoenixville Area Senior Center||Director||2004 - Present|
|Malvern Business Association||Member||2004 - Present|
|Phoenixville/Spring City Bar||Member||1999 - Present|
|American Bar Association||Member||1996 - Present|
|Chester County Bar Association||Member||1996 - Present|
|Family Limited Partnership||Successful|
|See all legal cases|
|Special Needs Blog||Save Your Personal Injury Award With OBRA Special Needs Trusts||2010|
|UTBF Estate Planning Blog||Remember to Review Your Tax Allocation Clause||2010|
|UTBF Estate and Grandfather||Roth IRA Conversion Might Equal Estate and Inheritance Tax Savings||2010|
|Trust and Estate Blog||Medicaid Exception: Transfers to Disabled Child||2010|
|Unruh, Turner, Burke & Frees Newsletter||Wills and Beneficiary Designations Working Together||2008|
|Unruh, Turner, Burke & Frees Newsletter||Protecting Beneficiaries' Inheritance From Divorce||2007|
|UTBF Legal Newsletter||Life Insurance For Estate Planners||2007|
|UTBF Legal Newsletter||Elder Law Planning After the DRA||2006|
|Pennsylvania Nursing Home Guide and A Consumer’s Guide to Understanding and Protecting the Rights of Nursing Home Residents and the Elderly||Planning for the Cost of Nursing Care||N/A|
|Widener University School of Law||Law||JD||1995|
|Dickinson College||Political Science||BA||1992|
|Devon Preparatory School||N/A||High School||1988|
|Estate Planning Round Table||The Divorce Proof Inheritance||2015|
|Beneficiary Designation Issues and Answers||Proper use of beneficiary designations||2008|
|Hoover Financial Group||Protecting Beneficiaries From Creditors and Divorce||2007|
|Heiser and Associates Client Review||Estate Planning and Asset Protection||2000|
Posted by Brian
My wife and I engaged Doug Kaune at Unruh, Turner, Burke & Frees (UTBF) to produce an estate plan. We had one in place that had not been updated for about 7 years and we had a few life events occurring, such as children reaching age of majority.
Doug was professional, patient, and engaged. He provided a great top-down view of our best options and then he guided us through the details, thoroughly explaining any concepts, structures or vehicles for which we needed more detail.
Ultimately, we received a binder containing all pertinent documents along with a host of reference materials to help us monitor things, as well as consider other planning options.
Having been down this path with other firms ranging from an "elite" center city firms to a folksier, "high touch" suburban practice and they were either ridiculously overpriced or not confidence-inspiring. We had the best experience with Doug and UTBF, no question.
We won't hesitate to return and wouldn't hesitate to recommend them.
Posted by Paul
We found Doug to be knowledgeable, patient, kind and helpful. We had some special requests to make in our estate planning and he handled everything beautifully. We would highly recommend him for your preparation for advance directives and estate planning.
Posted by anonymous
Attorney Kaune originally worked with us in 2008 to help us establish our will/trust. At that time he provided us with guidance and suggestions which best suited our family. In making revisions in 2014 we we found Doug very direct and to the point in providing suggestions which best suited our situation.
Our level of comfort with him is such that we have named him to handle our estate should the named
Mark Rowe, Mesothelioma and asbestos Attorney
Relationship: Fellow lawyer in community
I endorse this lawyer's work. Douglas Kaune works hard for his clients, and gets great results. He really cares for his clients, and it shows in the passionate way that he advocates for them. If he is your lawyer, you are certainly in good hands.
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