Category Archives: Trusts & Estates

Key Differences Between Revocable and Irrevocable Trusts in Delaware County, PA

Key Differences Between Revocable and Irrevocable Trusts in Delaware County, PA

Trusts are powerful legal instruments that allow individuals to manage and distribute their assets according to their wishes, while also providing various benefits such as asset protection, tax planning, and privacy. In Delaware County, Pennsylvania, individuals have the option to establish revocable or irrevocable trusts, each with its own unique features and advantages. Understanding the […]

Strategies for Reducing Estate Taxes in Pennsylvania

Strategies for Reducing Estate Taxes in Pennsylvania

Estate taxes can be a significant financial burden for those who are left behind after a loved one has passed away. In Pennsylvania, the estate tax rate can reach up to 15% on estates valued at over $1 million. Fortunately, there are several strategies that can be used to reduce estate taxes in Pennsylvania. In […]

Understanding Probate in Pennsylvania

Understanding Probate in Pennsylvania

Probate is a legal process that occurs after someone dies. In Pennsylvania, probate is handled by the Register of Wills, a county official who oversees the administration of a deceased person’s estate. Understanding probate in Pennsylvania can help you make informed decisions about estate planning and navigate the process if you are named as an […]

Estate Planning for the Practicing Accountant Webinar – September 12

Estate Planning for the Practicing Accountant Webinar

Attorney and LLM (Tax) Edward Perkins presents “Estate Planning for the Practicing Accountant,” a live Webinar – on Thursday September 12, 2019. An online Webinar for 1 hour of CLE and CPE credit; this program is available for credit in various states, including Pennsylvania, Delaware, New Jersey, and New York. You’ve set up an estate […]

Special Needs Trusts Webinar – July 25

Special Needs Trusts Webinar

Attorney Edward Perkins presents “Special Needs Trusts for Litigators,” a live Webinar – on Thursday July 25, 2019. This program is available for 1 hour of CPE credit in states under NASBA jurisdiction and 1 hour of CLE in various states, including Pennsylvania, Delaware, New Jersey, and New York. Join us for this exciting program […]

Will Contests Webinar on June 11

Will Contests Webinar on June 11

Firm Partner Edward L. Perkins, Esq. along with colleague Paul Fellman, Esq. will present “Will Contests:  Evidentiary Rules,” a live Webinar – on Tuesday June 11, 2019. This program is available for 2 hours of CPE credit in states under NASBA jurisdiction and also CLE in various states, including Pennsylvania, Delaware, Texas, California, New Jersey, […]

Ethical Estate Planning Webinar on April 16

Ethical Estate Planning Webinar on April 16

Attorney Edward L. Perkins will present “Ethical Considerations in Estate Planning & Administration,” a live Webinar – on Tuesday April 16, 2019. This program is available for 2 hours of Ethics CPE credit in states under NASBA jurisdiction and also 2 hours of Ethics CLE in various states, including Pennsylvania, Delaware, Texas, New Jersey, and […]

May 23: Perkins Lectures for PBI on How to Write a Will

May 23 Perkins Lectures for PBI on How to Write a Will

On May 23, 2019, firm Partner Edward L. Perkin JD, LLM (Tax), CPA, will lecture on ‘How to Write a Will’ at the CLE Conference Center in Philadelphia’s historic Wanamaker Building.  The program will run from 8:30AM to 4:15PM, with Mr. Perkins being joined by an amazing lineup of colleagues. Mr. Perkins is a frequent […]

Perkins’ New Book Published by PBI Press

Special Needs Trusts

We’re pleased to announce the new release of the latest book by firm partner Edward L. Perkins JD, LLM (Tax), CPA – ‘Special Needs Trusts in Pennsylvania.’ In this volume just printed by PBI Press (the publishing arm of the Pennsylvania Bar Institute), Mr. Perkins discusses everything to be aware of on the topic, including: […]

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