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Property from Parent’s Trust – Should Inherited Assets Remain in Parent’s Trust?

Property from Parent’s Trust – Should Inherited Assets Remain in Parent’s Trust?

by David R. Schneider | Nov 1, 2024 | News & Updates

Recently something unique crossed my desk – property held in the name of a trust, had to go through a probate proceeding. Now, anyone who has heard me speak or read anything I have ever written on this topic knows that I advocate for titling your property in the name...
Unraveling Trusts: Understanding the Removal of the AB Provisions from a Married Couple’s Trust

Unraveling Trusts: Understanding the Removal of the AB Provisions from a Married Couple’s Trust

by David R. Schneider | Oct 1, 2024 | News & Updates

Trusts are intricate legal instruments designed to safeguard assets, provide for beneficiaries, and manage estates efficiently. Among the various types of trusts, the Credit Shelter Trust, informally known as the AB Trust, was the standout tool for married couples to...
Understanding FinCEN Reporting Requirements: What Entities Need to Know

Understanding FinCEN Reporting Requirements: What Entities Need to Know

by David R. Schneider | Sep 23, 2024 | News & Updates

Calling All Business Owners, Calling All Landlords:Filing a Beneficial Ownership Information Form –  Do You Have a Legal Obligation to Do So?! In today’s financial landscape, compliance with regulatory requirements is not just a matter of best practices—it is a legal...
Evolving Responsibilities: Updating Trustees and Executors as Children Grow Older

Evolving Responsibilities: Updating Trustees and Executors as Children Grow Older

by David R. Schneider | Sep 1, 2024 | News & Updates

As life progresses, so do our responsibilities and priorities. In many past blogs and videos, I have discussed the importance of keeping trust relationships current. In estate planning, the individuals you originally entrusted with managing trusts and executing wills...
Navigating the Aftermath: How Divorce Impacts Estate Plans and Trusts

Navigating the Aftermath: How Divorce Impacts Estate Plans and Trusts

by David R. Schneider | Aug 1, 2024 | News & Updates

Divorce is a life-altering event that can have far-reaching implications across various aspects of one’s life, including financial and estate planning. As individuals navigate the emotional and logistical challenges of divorce, it’s crucial to understand the profound...
Essential Estate Planning for Young Married Couples

Essential Estate Planning for Young Married Couples

by David R. Schneider | Jul 1, 2024 | News & Updates

Securing Your Future Estate planning may not be the first thing on the minds of young married couples who are embarking on life’s journey together. However, creating a comprehensive estate plan early on is a proactive and responsible way to protect your assets, secure...
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Our Clients Share Their Experience

The Law Offices of David R. Schneider, APC place picture
The Law Offices of David R. Schneider, APC
5.0
Based on 55 reviews
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Mahmoud Abotteen profile pictureMahmoud Abotteen
05:35 17 Nov 25
As a CPA, I rely on David as my go-to expert for complex trust and estate matters. His deep knowledge and long experience in identifying, structuring, and optimizing tax strategies make him an invaluable resource to my practice. Whenever I have a client with a trust issue or estate planning question, he is the first person I consult before advising the client. David is consistently accurate, thoughtful, and the safest and most reliable source for this area of work.
George Grippo profile pictureGeorge Grippo
01:17 25 Jun 25
David prepared a comprehensive estate plan for my wife and I. His work was professional and he made what can be a very challenging activity relatively easy. David takes the time to be sure every point he makes is clear, and is always willing to answer questions when needed. I would certainly recommend his services for anyone needing his help.
Holly Sacks profile pictureHolly Sacks
21:48 17 Jun 25
David Schneider has been our trust attorney for years. He's a great guy while always professional and clear, and I trust him completely. He's become like a friend who is always there with a steady hand.
Midge Wood profile pictureMidge Wood
17:15 25 May 25
My conversation with David left me with a great sense of confidence. His sound advice based on his experiences was reassuring.
Debbie Yanez profile pictureDebbie Yanez
00:05 22 May 25
David Scheider, APC is not only a exceptional attorney who has done all our family's Trusts he is a caring man. I had a difficult time getting a EIN# for my deceased mother's Estate. After many attempts on the IRS website I made a call to Mr. Schneider. David was happy to help. The next day I had all I needed. I highly recommend The Law office of David R. Schneider.
Wendy Aranda profile pictureWendy Aranda
05:41 11 Feb 25
Our experience with David was great. He took the time to explain how to complete our Trust and was always available for questions. We also used his services for my mom and he was understanding and thorough. I highly recommend him.
ralph rendina (Fancazzista) profile pictureralph rendina (Fancazzista)
20:41 06 Feb 25
Exceptional Estate Planning Experience with DRS Law

We had an outstanding experience working with DRS Law and David Schneider (David) on our estate planning. From the very beginning, David took the time to educate us on what an estate is and explained all the associated terminology in a way that was easy to understand. His thorough approach made us feel both comfortable and confident throughout the entire process.

After preparing our estate, he carefully reviewed it with us page by page, ensuring that all our questions were answered. His patience, professionalism, and dedication to making sure we fully understood everything were truly impressive.

If you are considering estate planning, we highly recommend DRS Law. David and his team provide exceptional service, making what can feel like a complicated process smooth and stress-free. We are grateful for their guidance and expertise!
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Law Offices of David R. Schneider, APC

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