Category Archives: Trusts & Estates

September 12:  Perkins Lectures on Special Needs Trusts

September 12  Perkins Lectures on Special Needs Trusts

On September 12, 2018, firm Partner Edward L. Perkins JD, LLM (Tax), CPA, will lecture on ‘Special Needs Trusts in Pennsylvania’ at the CLE Conference Center in Philadelphia’s historic Wanamaker Building.  The program will run from 12:00PM to 4:15PM, and is also being simulcast across the state in various satellite locations (and also via live […]

Will Contests of the Rich and Famous Webinar on April 19

Will Contests of the Rich and Famous Webinar on April 19

Attorneys Edward L. Perkins and Paul Fellman will present “Will Contests of the Rich and Famous” a live Webinar – on Thursday April 19, 2018. This program is available for CPE credit in states under NASBA jurisdiction and also CLE in various states, including Pennsylvania, Delaware, Texas, New Jersey, and New York. Join us for […]

Federal Estate Tax Update Webinar on February 15

Federal Estate Tax Update Webinar on February 15

Firm Partner Edward L. Perkins will present a “Federal Estate Tax Update – Including the Impact of the New Tax Act,” live Webinar – on Thursday February 15, 2018. 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, New […]

December 12: Perkins Lectures for PBI on Estate Planning

December 12 Perkins Lectures for PBI on Estate Planning

On December 12, 2017, firm Partner Edward L. Perkin JD, LLM (Tax), CPA, will lecture on ‘Elections and Disclaimers in Estates:  Maximizing Benefits’ at the CLE Conference Center in Philadelphia’s historic Wanamaker Building.  The program will run from 9:00AM to 12:15PM, with Mr. Perkins being joined by fellow attorneys Robert Maxwell and Lisa Shearman. Mr. […]

Orphans’ Court Alert: Probating an Unsigned Will

Orphans’ Court Alert Probating an Unsigned Will

It’s a basic principle of estate planning that every will must be in writing and signed at the end by the testator. Upon the testator’s death, the original will must be presented to the register of wills for probate. The original, rather than a signed copy, is preferred to avoid challenge to the will’s validity. […]

October 17: Perkins Lectures for PBI on Irrevocable Trusts

October 17 Perkins Lectures for PBI on Irrevocable Trusts

On October 17, 2017, firm Partner Edward L. Perkin JD, LLM (Tax), CPA, will lecture on ‘Irrevocable Trusts:  Drafting With the Right Ingredients’ at the CLE Conference Center in Philadelphia’s historic Wanamaker Building.  The program will run from 9:00AM to 12:15PM, with Mr. Perkins being joined by fellow attorneys Dave Brown and Michael Breslow. Mr. […]

Perkins speaks for PBI on June 8

On Thursday June 8, 2017, firm partner Edward L. Perkins will present his popular “Wills of the Rich and Famous” program for the Pennsylvania Bar Institute at the historic Wanamaker Building in Philadelphia. His lecture will be attended by an audience of attorneys and other legal professionals; also simulcast to a number of satellite locations […]

What Will Happens to Your Estate if You Become Incapacitated?

Media Estate Planning Attorney

If you’re incapacitated and you have executed a power of attorney, the agent you designate in the power of attorney will work for your best interest and on your behalf. If you do not have a power of attorney, you could petition the court to have a guardian appointed for you. Has a loved one […]

Estate Planning for a Loved One with Special Needs

Media Estate Planning Lawyer

Planning for a loved one with special needs involves many options which can be specifically addressed within a special needs trust. These documents can be relatively tricky, however, so we encourage you to come in and ask us about them. Do you have a loved one that has special needs and are in need of an […]

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