Sunday, July 17, 2011

Okay, I am looking for someone with actual answers....?

Here's the scenario: I am a paralegal working for a real estate/land use firm. There are several attorneys in the practice, however, few of them do actual "estate" work and focus more on landlord/tenant and mortgage defense. My uncle wanted to bring business to our firm and came to me asking for my boss to set up a trust with his son as the beneficiary. I told him absolutely, as I know his is very wary of trusting anyone else. Attorneys have gypped him horribly in the past. Anyhow, I have only prepared one trust for a law firm that I worked for six years ago. Obviously, my knowledge is limited in this area. I have made inquiries to past employers, but I thought I would just throw this question out there in case there is a PA, more specifically, a Philadelphia attorney on this site who has some experience. I always get some BS answers on here from people who obviously have chips on their shoulders REGARDLESS of what my question is. So, please... unless you have real information regarding how to prepare a trust, please don't respond. ALSO, please DO NOT respond if the only thing you have to offer is to hire an attorney. Come Monday, I will be contacting some real sources, but I was just hoping someone here could jog my memory. That's all. Have a great day!

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