Archive for the Irrevocable Trusts Category

Doug Kaune and David Frees Named Top Lawyers for 2019 by Mainline Today

For the second year in a row, every partner at Unruh Turner Burke & Frees was named to the 2019 “Top Lawyers” list by Main Line Today magazine. In our Trust & Estates section, David Frees (Trusts and Wills) and Doug Kaune (Elder Law) were named. Congratulations to […]

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VA Establishes Asset Limits and Transfer Penalties for Needs-Based Benefits

The Department of Veterans Affairs (VA) has finalized new rules that establish an asset limit, a look-back period, and asset transfer penalties for claimants applying for VA needs-based benefits. This is a change from current regulations, which do not contain a prohibition on transferring assets prior to […]

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PA Inheritance Tax Primer – No Changes For 2017

2017 PA Inheritance Tax rates are unchanged.  Pennsylvania imposes an inheritance tax on a decedent’s taxable estate.  The tax applies to every dollar of the estate in excess of expenses and debts.  There is no exemption nor is there an exclusion under which no tax will apply.  […]

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