Archive for the Trusts Category

Main Line Today Recognizes UTBF Attorneys in it’s “2018 Top Lawyers” Edition

The results are in… Every partner of Unruh, Turner, Burke & Frees was among the attorneys named by Main Line Today in the 2018 “Top Lawyers”  Edition.  We would like to thank our peers and Main Line Today for this recognition. Congratulations to David Frees, Doug Kaune and Whitney O’Reilly […]

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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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It Is A Mistake Not To Consider A Corporate Trustee

Here is another common mistake in our “Estate Planning Mistakes To Avoid” series:  Do not assume family members are the best choice to act as Trustee.  You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]

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