Klenk Law specializes in trusts, wills, estate planning, probate, and will challenges and will contests, with offices in Philadelphia, Bucks County, Allentown, New York and New Jersey.

Important Information Pennsylvania Trustees Must Know about the Notice Requirement Imposed by the Pennsylvania Uniform Trust Act
(April 2012)

Philadelphia Domestic Partnerships and the Pennsylvania Inheritance Tax
(December 2011)

Cohabitation Agreements vs. Contracts to Will
(December 2011)

Same-Sex Marriage Estate Planning Rights in Pennsylvania
(December 2011)

Holographic Wills vs. Self-Proved Wills: Which do Philadelphia Will Drafting Lawyers Prefer?
(October 2011)

Gifting Assets to Trusts as LGBT Estate Planning (October 2011)

Estate Planning, Inheritance Tax and Life Insurance for LGBT couples (October 2011)

Philadelphia Five Star Wealth Managers (September 2011)

How to Arrange for a Military Funeral (September 2011)

The Right Estate Plan Will Depend on What you Own (August 2011)

Estate Planning 101: Ten Bullet Points for the Busy Person (August 2011)

Estate Planning to Avoid Estate Litigation (August 2011)

Reasons for You to Challenge a Will (August 2011)

Using an Irrevocable Trust to Reduce Estate Taxes (July 2011)

Stepped-Up Basis and Capital Gains in Estate Planning for 2011 and 2012 (July 2011)

Pennsylvania and New Jersey Will Dispute Lawyers (July 2011)

Wrongful Death Lawsuits: Who can bring a lawsuit on behalf of a deceased person? (July 2011)

New Jersey Inheritance Tax, A Waiver Shortcut (Form L-8 or L-9) (July 2011)

New Jersey Death Taxes: Two for the Price of One (June 2011)

Valuation in Estate Planning: What is it Worth? (June 2011)

Estate Planning, Considerations for Transfer of a Family Business (June 2011)

Will Contests (June 2011)

Estate Litigation vs. Will Challenges (June 2011)

When is a Joint Account Not a Joint Account? (February 2010)

Estate Planning Basics; What Documents are Part of an Estate Plan? (February 2009)

Tax Shelters, Indictments: Another Estate Planning Attorney/Probate Lawyer Article (November 2008)

To Disclaim or not to Disclaim, that is the Question: Another Estate Planning Attorney/Probate Lawyer Article (October 2008)

Common Grievances Against Florida Probate and Estate Planning Attorneys and How We Strive to Avoid Them (October 2008)

Trustee’s Obligation to Notify Beneficiaries under New Trust Act (September 2008)

Grantor Retained Annuity Trusts (GRATs) as a Part of your Estate Plan (September 2008)

Estate Planning and Probate Related Legislative Update (September 2008)

Rollovers (August 2008)

Including Your Pets in Your Estate Plan (August 2008)

Saving for College and Estate Planning (July 2008)

Ending a 401K (July 2008)

Legislative Update (July 2008)

Legal Ethics Competition

Discovery In Orphans’ Court during a Will Challenge; Depositions, Production of Documents and Perpetuation of Testimony (March 2008)

Notification Rules for Litigation in the Orphans’ Court for Such Matters as Will Challenges and Fiduciary Accountings (March 2008)

Defeated: A Sales Tax on the Legal Services (March 2008)

Is a transfer of property at a Pennsylvania resident’s death to a daughter-in-law subject to the Pennsylvania Inheritance Tax and, if so, at what rate?(February 2008)

Intestate Succession in New Jersey (Who Gets Your Stuff if You Die Without A Will In New Jersey) (February 2008)

Intestate Succession in Pennsylvania (Who Gets Your Stuff if You Die Without A Will in Pennsylvania) (February 2008)

Pennsylvania Legislative Update (February 2008)

Converting an IRA, 401k and other Qualified Plans into an Inherited IRA (January 2008)

Transfer Tax (Estate and Gift Tax) Outline [PDF] (December 2007)

When Family Members Compete to Serve as Guardian of the Person and Estate of an Incapacitated Person, Who Will the Orphans’ Court Select? (October 2007)

Can a Client Name Someone Else’s Trust as Beneficiary of the Client’s Will? (October 2007)

May an Executor Ask an Orphan’s Court Judge to Clarify Terms of a Will? (October 2007)

Deductible Funeral Expenses and the Federal Estate Tax (August 2007)

The Family Exemption to the Pennsylvania Inheritance Tax as Applied to Revocable or Living Trusts by The New Pennsylvania Uniform Trust Act (August 2007)

The Attorney-Client Privilege After Death in Will Challenges (Undue Influence, Incapacity, Forgery, etc.) (August 2007)

Disability Insurance (Dec. 2006)

New Law Changes IRA Beneficiary Transfer Rules (Dec. 2006)

Becoming a Florida Resident (March 2006)

Special Needs Trust/Supplemental Needs Trust (March 2006)

February 2006 Newsletter (February 2006)

• Federal Income Tax changes for 2005
• How to Choose a Trustee, an Interview
• The Proper Treatment of Simple Trust Income
• Supreme Court, to Disclaim or not to Disclaim

December 2005 Newsletter (December 2005)

• IRS Alert and Updates
• Hurricane Katrina and its Tax Implications
• End of the Year Tax Planning
• Hill vs. IRS
• Roark vs. IRS 10