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: […]
Category Archives: Trusts & Estates
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 […]
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 […]
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 […]
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. […]
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. […]
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 […]
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 […]
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 […]