Sallen Law, LLC Trust & Estate Planning

Montgomery County Trust & Estate Planning Lawyer

Planning Your Estate in Merion Station with the Help of Sallen Law

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 estate planning lawyer is proud to have extensive experience working with families and helping them establish trusts to protect their interests. If you have been considering obtaining a trust, or if you have questions regarding the trusts or estate planning process, the team at Sallen Law is ready to help.

Call (215) 809-3900 to start planning your trust with a knowledgeable estate planning attorney in Philadelphia County. We are committed to providing you with total solutions that incorporate the advice of your accountant, financial advisor, or other professional.

Why Choose a Trust?

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, and depending on your 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.

Let Sallen Law Help Determine What Trust May Work for You

If you have questions or concerns about your trusts and how obtaining a trust or will could help you, call Sallen Law today and speak with a Montgomery County estate planning lawyer from our team right away. Our office can be reached for a free phone consultation at (215) 809-3900.

"Rebecca Sallen is extremely knowledgeable, thorough and well organized. She has a most pleasant manner and a welcome gift for posing questions on difficult-to-contemplate issues, painlessly and with great efficiency.
I’ve dealt with estate attorneys in the past, and Rebecca Sallen is clearly the BEST."


- Solomon

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