Merion Station Trusts Planning For Your Future

Merion Station Trusts Lawyer

Estate Planning, Administration & Litigation. Call (215) 992-9662

Trusts are a great way to help you and your family ensure that property and assets are taken care of. At Sallen Law, our Montgomery County trust and attorney is proud to have extensive experience working with families and helping them establish trusts to protect their interests. If you have considered obtaining a trust, or if you have questions regarding the trusts or estate planning process, the team at Sallen Law is ready to help.

We Can Help You Live Your Life Without Financial Worry.

You Get Me, Not a Paralegal – Attorney Sallen spends individual time with every client to understand their unique needs and their families.
A Client-Centered Firm – Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
Inclusive in All Facets – As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
Free Phone Consultations – Free case evaluations are offered to Pennsylvania residents.

Call (215) 992-9662 to request your free phone consultation!

Proudly Helping Families Throughout Merion Station

There are many details that need to be addressed in an estate plan, and it’s hard to plan for all of them. At Sallen Law, our detail-oriented trusts lawyer in Merion Station can walk you through every step of the process, from establishing a trust to handling matters of trust administration and litigation. If you have questions or concerns about trusts, call Sallen Law today.

Call (215) 992-9662 to start planning or managing a trust with a knowledgeable estate planning attorney. We are committed to providing you with total solutions that incorporate the advice of your accountant, financial advisor, or other professional.

Choosing the Right Type of Trust for You

Establishing a trust allows you to list assets to be placed within the trust, name beneficiaries, and appoint a trustee to manage the trust. Trusts can go into effect during your lifetime (living trusts), or be revocable upon the creator’s passing. There are numerous types of trusts, meant to fit a wide range of unique needs.

One of the following trusts may be right for you:

MARITAL TRUSTS - These trusts benefit the spouse of the individual establishing them and can help avoid some costly taxes, protect property, and ensure that children are cared for.
SPECIAL NEEDS TRUSTS - Individuals with special needs may have property or assets left to them through this trust. It is even possible to establish governmental benefits and inheritance matters.
TRUSTS FOR CHILDREN UNDER 18- If assets, property, or inheritance is to be left to minor children, a trust can ensure that the funds are correctly distributed to the recipient.
REVOCABLE TRUSTS - These trusts can help avoid potentially damaging probate taxes and processes, and ensure that the individual’s wishes are carried out upon passing.

There are quite a few other types of trusts that may work for your unique situation, including spendthrift trusts, special needs trusts, family limited partnerships, and irrevocable trusts.

A Thoughtful & Compassionate Approach to Personalized Planning

Client Testimonials

“Passion for helping her clients.”
“Rebecca is a fantastic attorney with strong credentials and a passion for helping her clients. I highly recommend her.”

Louis
“A genuine approach to understand your needs.”
“Rebecca takes a genuine approach to understand your position and particular needs and provides pragmatic advice to help resolve the matter at hand. She assisted me in dealing with very complex estate legal matters and offered several potential solutions fo”

Adam - Bala Cynwyd, PA
“Explained the ins & outs of my options.”
“During a pandemic, you realize that there's no time like the present to plan your estate. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”

Heather - Philadelphia, PA
“I feel secure with your kind, professional and organized service.”
“
Rebecca-
Grateful thanks for your guidance in formalizing my arrangements! I'm so glad our paths came together - I feel secure with your kind, professional and organized service. You are a blessing!
”

Kim C.
“Because of Rebecca, I know my child will be safe from those who might want to take advantage after I'm gone.”
“Rebecca is an extremely passionate advocate for protecting those with special needs. I would highly recommend her for estate and trust work, particularly if you have a special needs child. Because of Rebecca, I know my child will be safe from those who mig”

Gary B.
“Detailed & insightful analysis.”
“I endorse this lawyer. She provides detailed and insightful analysis to questions posed by AVVO subscribers. The detailed responses and thorough explanations provided here display a vast knowledge of the law. She is an asset to the legal community.”

Bradley
“Rebecca is great to work with.”
“Rebecca is great to work with. She is very attentive and definitely strives for the client's interest. We could not have asked for someone better to work with.”

Jennifer
“Wonderful & very nice.”
“She is wonderful and very nice. I would definitely use her again without thinking twice.”

Sandra - Wynnewood, PA

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Honest & Trusted Guidance

A Client-Centered Firm
Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
Inclusive in All Facets
As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
Free Phone Consultations
Free case evaluations are offered to residents throughout Montgomery County and Philadelphia.
Personalized Attention
Attorney Sallen spends individual time with every client to understand the unique needs of clients and their families.