Call Us Now 215-790-1095

Tag: Required Notice

20 Apr, 2012

Important Information Pennsylvania Trustees Must Know about the Notice Requirement Imposed by the Pennsylvania Uniform Trust Act

As of November 6, 2006, the Pennsylvania Uniform Trust Act imposes a duty on trustees to inform trust current beneficiaries about the existence of a trust and the current beneficiaries’ rights to receive certain information on the trust. These notice requirements for Pennsylvania trustees are dependent on specific triggering events*. A current beneficiary is a person at least 18 years old to or for whom income or principal of a trust must be distributed currently or a person at least 25 years old to or for whom income or principal of a trust may, in the trustee’s discretion, be distributed currently.

Read More

What Our clients are saying

Klenk Law Logo
Stars

Jack Daniels

Can't recommend Attorney Daniella Horn and paralegal Jackie Mettinger enough. They have been incredible to work with through the administration of my aunt's estate. They are knowledgable, patient, kind, and always quick to respond, and not to mention super affordable. Thank you so much for all of your hard work. I will definitely be recommending you to anyone who needs this type of help in the future.

Klenk Law Logo
Stars

PJ Gorenc

The Klenk Law team was a pleasure to deal with! Peter was responsive and helpful, and took good care of our needs!

Klenk Law Logo
Stars

Michelle Schamis

Peter explains things in a practical way to help guide you through a rather daunting process. We have been using Klenk Law for years. Highly recommend.

Klenk Law Logo
Stars

Marc Lezzi

Klenk Law was professional in every way. I have already recommended your services to a couple of friends and business associates. I want to personally say "thank you" to the entire staff at Klenk Law.

Klenk Law Logo
Stars

Shana Goldson

I had a wonderful experience with Peter and his team preparing my estate documents. The experience was very personalized and his team was very knowledgeable, polite, and patient through the process.

Let us put our expertise to work for you.

Free consultation within 24 hours.