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ASSET PROTECTION STRATEGIES: HOW TO PROTECT YOUR ASSETS FROM CLAIMS OF CREDITORS

by Thomas D. Begley, Jr., CELA Clients are often concerned about protecting their assets from claims of creditors.  This is particularly true of clients who are professionals or business owners.  However, many others may be concerned about asset protection.  For example, persons who own rental real estate.  There are a number of strategies that are…

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Pennsylvania Court Reaffirms Strict Compliance Standard for Power of Attorney Execution

            Pennsylvania has stringent execution requirements for General Powers of Attorney (those not related to healthcare decision-making). The principal must sign the document in front of two witnesses and a notary. The law also explicitly requires all Power of Attorney documents to have the statutory Notice affixed to it, and signed by the principal; without…

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TEN REASONS TO SELECT A PROFESSIONAL TRUSTEE – Begley Report

By: Thomas D. Begley, Jr., Esquire, CELA  New Jersey estate planning attorneys prepare many types of trusts for a variety of purposes. Common examples of estate planning trusts include special needs trusts, standard support trusts, discretionary support trusts, disclaimer trusts, bloodline trusts, incentive-based trusts, retirement plan trusts, and trusts for Medicaid planning purposes. At the…

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TEN COMMON MISTAKES IN ESTATE PLANNING

by Thomas D. Begley, Jr., Esquire, CELA, and Joellen C. Meckley, Esquire Clients often come to lawyers for Estate Planning without really thinking of all of the important issues that need to be addressed.  Lawyers can be very helpful to clients by helping them address these issues.  Here are ten common mistakes in Estate Planning….

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