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 […]
Category Archives: Trusts & Estates
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. […]
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. […]
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 […]
February 28th During this two hour CLE and CPE course, attorney Edward L. Perkins will provide an in-depth look at special needs trusts. What is a Special Needs Trust? Reasons for Implementing a Special Needs Trust Choosing the Right Wording Timing the Creation of the Trust Potential Pitfalls: Repayment Requirements and More Click Here to […]