Estates & Trusts Posts
Posted July 2, 2018
By Stephen M. Porter As an estate planning attorney, I have been asked frequently about the impact that the Tax Cuts and Jobs Act of 2017 (TCJA) will have on planning due to the doubling of the exemption for the estate, gift, and generation-skipping taxes. As a result of this change, an individual can transfer […]
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Posted June 28, 2018
Lou Teti, Partner, and Chair of MacElree Harvey’s Estate Planning Practice talked with VISTA Today about growing up in Coatesville and is featured in the latest edition of the Chester County Leadership profile. As a life-long resident of Chester County, Lou Teti recounts how his childhood influenced his strong work ethic and life path. Click […]
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Posted February 13, 2018
By Joseph A. Bellinghieri Now that we are past the holiday season, if you are like many Americans it is time to start thinking about filing your Individual Income Tax returns. This year the deadline is April 17, 2018, to file your 2017 taxes. However, in the event you need additional time, you have the ability […]
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Posted February 8, 2018
February 2018 MacElree Harvey, Ltd. is pleased to announce that Stephen M. Porter has joined the Firm’s West Chester office as an associate in the Estate Planning Department. Porter will work closely with clients across Pennsylvania, assisting them with various estate planning matters, including estates & trusts, tax planning, and elder law. “I am extremely […]
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Posted November 16, 2017
By Isaac J. Jean-Pierre November 2017 An irrevocable trust is defined as a trust that cannot be terminated by the settlor once it is created. As such, a trustee or beneficiary may be under the impression that once the trust is created, the terms of the trust remain intact in perpetuity. In reality, that is not […]
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Posted March 1, 2017
Attorney John F. McKenna who chairs the Firm’s trust and estate litigation practice group will present on the topic “Orphans’ Court Mediation” at the Chester County Bar Association’s Alternative Dispute Resolution Section meeting on March 13. Mr. McKenna will discuss several topics such as the new Orphans’ Court Rules, the Orphans’ Court Mediation Program, as well as […]
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Posted July 14, 2016
July 14, 2016 “Who will care for my children if I am unable to?” That is perhaps the hardest question for a parent to answer. It can be particularly trying for parents who are facing a terminal illness or a progressive disability. Pennsylvania law provides a specific guardianship available to parents and legal guardians facing […]
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Posted May 13, 2016
By Louis N. Teti Updated: May 13, 2016 “We are concerned about our son’s marriage and whether it will last, but his inheritance from us won’t be part of his and his wife’s marital estate if he gets divorced after I die.” “I don’t need to read my Will for accuracy. My lawyer sent a draft to me, but he […]
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Posted April 22, 2016
By Robert A. Burke, Esquire The appointment of a guardian for an incapacitated person is one of the more serious areas of the law. There is a good reason for this. In considering the appointment of a guardian, judges recognize that the court is being asked to remove an individual’s most basic rights – namely, […]
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Posted March 1, 2016
By Duke Schneider, Esq. and Don Bristol, Pa.C.P. When contemplating your estate plan, one of the items often assumed to be a simple task is the decision as to the naming of the executor of your Will, or the Trustee of any trusts created under your Will. For married couples the spouse is almost always […]
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