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Tag: Irrevocable Trust

How Trusts Protect Immigrant Families’ Money

Posted on Wed Jun 26, 2019, on Trusts

From Our “Ask a Question” Mailbag: “I am an immigrant from Taiwan. I have read some of your articles about Trusts, but can you help explain to me How Trusts Protect Immigrant Families’ Money?” How Trusts Protect Immigrant Families’ Money. After living for a year in Beijing, spending several years […]

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Examples of Bucks County Irrevocable Trusts

Posted on Fri Feb 22, 2019, on Trusts

From Our “Ask a Question” Mailbag: “Can you provide useful examples of Bucks County Irrevocable Trusts?” Irrevocable Trusts are invaluable estate planning tools. They have many uses, but explaining them can be complicated. I find that examples help learn what is unfamiliar, so I hope you find these examples helpful. […]

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Examples of Estate Planning Protecting Your Surviving Spouse.

Posted on Wed Dec 19, 2018, on Estate Planning

From Our “Ask a Question” Mailbag: “Please give me Examples of Estate Planning Protecting a Surviving Spouse.” Examples of Estate Planning Protecting a Surviving Spouse: Example of a Disclaimer Trust protecting your surviving spouse. Mr. Philadelphia had his Estate Planning Lawyer incorporate a Disclaimer Trust in his Will. At Mr. […]

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What is a Special Needs Trust?

Posted on Sun Dec 4, 2016, on Special Needs Estate Planning

From Our “Ask a Question” mailbag: “What is a Special Needs Trust?”

A Special Needs Trust is a trust designed to hold assets for a person receiving needs-based government benefits. The person who benefits from the trust is the “beneficiary.” Typically, the beneficiary is an individual with physical or mental disabilities who qualifies for needs-based benefits, such as Medicaid. Giving this person money or making them an heirwould disqualify them. Special Needs Trusts were created to hold assets for these people without excluding them from the benefits. A Special Needs Trust allows you to look out for your loved one by providing them with the little extras that will improve their life.

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Tina Krovetz

Fantastically easy and efficient team to work with getting our wills done. We will use Klenk again in the years to come. I highly recommend Peter Klenk.

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Joseph Atencio

I've been through the process of creating and revising estate documents several times over the years and it's never been easier than it was with Peter Klenk. Always available and a master at explain arcane tax and legal issues in plain English for "dummies". I recommend the firm without reservation.

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James Palmer

Recently hired this firm to help me write a will (something I had been procrastinating on doing for too long). The process was quick, easy, painless and I'm glad that thanks to the great team at this firm I was able to cross this off my "to do" list!!

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David Major

Had our will done with Peter and his team. Made the process super easy and understandable. His team lead by Laura Parisi were always available for questions and assistance. Professional and personable they made what can be a challenging experience hopeful and graceful. Cannot recommend their services enough!

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Richard Test

Very knowledgeable and easy to work with. Also very competitive pricing. Recommended to me by another attorney. First class service from start to finish.

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