With nearly forty years of experience, Fred offers his clients a vast corporate, banking, tax, estate planning and business representation background. He advises businesses and their owners on structuring business transactions, solving business and tax-related problems and creative estate planning.
Fred concentrates his practice on creative and sophisticated estate planning including the preparation of tax-affected wills and all forms of trusts, including, but not limited to, revocable trusts, irrevocable trusts, special needs trusts, charitable trusts, life insurance trusts, minor’s trusts, pet trusts and gun trusts. He advises clients on asset protection planning for affluent clients as well as Medicaid and nursing home planning. In addition, Fred prepares financial powers of attorney, health care powers of attorney and limited powers of attorney for business transactions. Fred is involved in fiduciary litigation on all levels as well as charitable planning. He is one of a handful of attorneys in Berks County who focuses on special needs planning and trusts. His experience helping disabled individuals has positioned Fred as a liaison between many professionals who frequently approach him for his guidance.
In his business practice, Fred focuses on corporate mergers and acquisitions, contract negotiations, real estate, banking and tax-related matters. He deals with all forms of entities including C corporations, S corporations, limited liability companies, and general and limited partnerships. Fred prepares shareholder agreements, stock and asset purchase and sale agreements, operating agreements, employment agreements and consulting agreements.
Fred actively represents clients before all levels of the IRS and the Pennsylvania Department of Revenue in tax-related matters. He has lectured on estate planning, charitable giving, long-term care and nursing home planning, life insurance trusts, revocable trusts, elder law, special needs planning, 1031 tax-deferred exchanges, shareholder agreements and Marcellus Shale gas leasing.
Committed to the Berks County community, Fred has served in many capacities with several nonprofits including the Boy Scouts of America, the United Way, Olivet’s Boys and Girls Club and Opportunity House. He currently serves on the board of the Foundation for the Reading Public Museum. Fred is a past chairman of the board of Easterseals of Eastern Pennsylvania and past president of the Berks County Estate Planning Council. He is also a past chairman of the Berks County Bar Association Estate Planning Section and past president and board member of the Berkshire Country Club.
A graduate of Wyomissing High School, he earned a Bachelor of Science degree in political science from American University before obtaining his Juris Doctor degree from Duquesne University. Fred also earned a Master of Laws degree in taxation from Georgetown University Law.
MEMBERSHIPS
- Berks County Estate Planning Council, past president
- Berks County Bar Association Estate Planning Section, past chairman