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

“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 might want to take advantage after I'm gone.

Gary B.
“It was a happy bit of happenstance that I clicked on Rebecca Sallen's website....”
It was a happy bit of happenstance that I clicked on Rebecca Sallen's website while searching for a lawyer to help get my advanced directives in order. I was encouraged by the progressive support Rebecca was showing on her website in regard to minority groups, which led me to formally reach out to her. Rebecca was very patient with me and my wife when it came to explaining our options and extremely flexible with the hours when we could meet via Zoom. I have three young children under the age of 12, and it was great she allowed us to have meetings later in the day or weekends when it was conducive to her scheduling. Although I do not have an extensive history of interacting with lawyers, I have spent quite some time working with other people in different professions and walks of life. I can say I feel lucky to have found someone as knowledgeable, trustworthy and empathetic as Rebecca Sallen to help manage my most personal affairs.

Ezekiel T.
“Patient & persistent.”
“Rebecca spent over a year working with us. She was part lawyer/part therapist.”

Frank - Philadelphia, PA
“I highly recommend Sallen for all legal needs, they are proactive, knowledgeable, and very easy to work with.”
I want to thank the offices of Sallen Law for their help with a difficult real estate legal issue my client was dealing with. Tracy didn't hesitate to jump on calls and provide immediate guidance. I highly recommend Sallen for all legal needs, they are proactive, knowledgeable, and very easy to work with. Thank you, Sallen!

Alison S.
“My experience working with Rebecca exceeded all my expectations.”
For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questions and concerns thoroughly addressed. Rebecca's professionalism, caring approach and knowledge led to a great experience. I highly recommend Sallen Law, you won't be disappointed.

Betty P.
“Rebecca Sallen is professional and efficient.”
Rebecca Sallen is professional and efficient. She was attentive and sympathetic to my problems and expedited the process as requested.

Raisa N.
“Rebecca is simply outstanding.”
“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”

Ivy - Lafayette Hill, PA
“I would highly recommend Sallen Law firm for your legal needs.”
As a retired banker, I have dealt with a number of law firms over my carrier. I made the choice to use Sallen Law due to their history in the field I needed the services in. Based on my research, Sallen Law had all the traits I expected would be necessary to accomplish my task. You see, it's not the size of a firm that dictates the level of expertise necessary to accomplish a goal. Sallen Law was the right fit. Not a large firm but good at what they do. They provided personalized service that only comes from a firm of their size. They did a great job in explaining all my options so I could make an informed decision that was best for my needs. Their attention to detail and constant feedback was superior in every way. And lastly, smaller firms have a lot less overhead and that is why the service provided was at a very fair price. I would highly recommend Sallen Law firm for your legal needs.

Tim P.

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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.