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

“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.
“An essential asset to our success.”
“Rebecca is always there for any business questions my partner and I have.”

Karen
“A genuine approach to understand your needs.”
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”

Adam - Bala Cynwyd, PA
“I’m beyond grateful.”
Rebecca listens intently, responds patiently and compassionately and delivered just what we wanted for an estate plan. I’m beyond grateful.

Lisa M.
“Brilliant, Honest, Hardworking, Dedicated, Fearless and Professional.”
Brilliant, Honest, Hardworking, Dedicated, Fearless and Professional. When I first met Rebecca I asked her to please take control of my legal situation regarding my Fathers Estate, and that's exactly what she did. Rebecca's representation was flawless!! Rebecca had the ability to successfully navigate all of my challenging legal obstacles with grace and ease. Outstanding Attorney!! Outstanding Person!!

Richard R.
“Strong, talented, honest & caring advocate.”
“Beca is obviously very knowledgeable about the law, but it is her personality that sets her apart as an outstanding attorney.”

Kevin
“Rebecca is very attentive to all your needs, questions, and wishes.”
My mom and I are very grateful to Rebecca Sallen for helping us and guiding us through our Estate and Will planning. She is very patient, professional, and friendly. Rebecca is very attentive to all your needs, questions, and wishes. She is a genuinely nice person with a great sense of humor. Thank you, Rebecca, for all your time and expertise!

Arina S.
“Rebecca's guidance and insight were invaluable when making some estate planning decisions.”
Rebecca's guidance and insight were invaluable when making some estate planning decisions. When our mother passed, things just fell into place seamlessly.

Russ D.

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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.