Herr, Potts and Potts

Herr, Potts and Potts Practice areas include Estate and Trust Planning and Administration, Special Needs Planning includin

There is a document that does not require an attorney to write, but it might be the most important thing you ever put on...
05/28/2026

There is a document that does not require an attorney to write, but it might be the most important thing you ever put on paper for your loved one.

It is called a Letter of Intent.

It is not a legal document. It is a guide, written by you, in your own words, about who your loved one is. What brings them joy. What upsets them. Their daily routines, their medical history, their favorite things, the people they trust, and the life you hope they will continue to have.

When you are no longer there to speak for them, a Letter of Intent speaks for you.
It is something we encourage every family to write alongside their legal plan. We are happy to talk through what goes into it.

📞 (610) 254-0114🌐 herrpottsandpotts.com

When there is a child with special needs in a family, estate planning gets more complicated.What do you leave to each ch...
05/18/2026

When there is a child with special needs in a family, estate planning gets more complicated.
What do you leave to each child and how? If you leave money directly to a sibling to "take care of" their brother or sister, what happens if that sibling goes through a divorce, a bankruptcy, or their own financial hardship? What if they predecease the loved one they were meant to support?

These are not worst-case scenarios. They are real situations families face, and they are exactly why the planning matters.

A thoughtful estate plan accounts for every child, protecting both your loved one with special needs and the siblings who may one day carry a lot of the responsibility.
We have helped families navigate this for over 80 years. We know it is not simple. That is exactly why we are here.

📞 (610) 254-0114🌐 herrpottsandpotts.com

Most families planning for a loved one with special needs have heard of Special Needs Trusts.Far fewer have heard of ABL...
05/14/2026

Most families planning for a loved one with special needs have heard of Special Needs Trusts.

Far fewer have heard of ABLE accounts and that is a shame, because they can be a powerful part of the picture.

An ABLE account is a tax-advantaged savings account available to people with disabilities. Unlike a regular savings account, money in an ABLE account generally does not count against SSI or Medicaid eligibility. A loved one can even contribute to it themselves and maintain some financial independence.

ABLE accounts are not a replacement for a Special Needs Trust. But used together, they give families more flexibility and more options.

If you have never heard of ABLE accounts, or you are not sure how they fit into your plan, we are happy to talk it through.

📞 (610) 254-0114🌐 herrpottsandpotts.com

When families set up a Special Needs Trust, they spend a lot of time thinking about the money.But the harder question is...
05/04/2026

When families set up a Special Needs Trust, they spend a lot of time thinking about the money.

But the harder question is often this: who is going to be in charge of it?

A trustee is not just someone who holds funds. They make decisions about how money is spent, navigate SSI and Medicaid rules, keep records, and step in when life gets complicated. It is a big responsibility and choosing the wrong person, even someone you love and trust completely, can create real problems down the road.

A family member can absolutely serve as trustee. But it is worth having a real conversation about what that role actually involves before you decide.

We help families think through this carefully. It is one of the most important decisions in the whole process.

📞 (610) 254-0114🌐 herrpottsandpotts.com

One of the most common misconceptions we hear is this:“If my child or loved one has a disability, they can’t inherit ass...
04/30/2026

One of the most common misconceptions we hear is this:
“If my child or loved one has a disability, they can’t inherit assets.”

That simply isn’t true.

With the right legal tools, families can leave an inheritance, receive gifts, or set aside funds without jeopardizing essential benefits. The key is how those assets are structured and managed. A properly drafted Special Needs Trust allows support to enhance quality of life while preserving eligibility for programs that provide medical care and financial assistance.

Knowing your options changes everything.

When Should I Set Up a Special Needs Trust?If you’re asking this question, the answer is probably now.Special Needs Trus...
04/21/2026

When Should I Set Up a Special Needs Trust?

If you’re asking this question, the answer is probably now.

Special Needs Trusts can be one of the most important tools in protecting a loved one’s future - without risking access to essential benefits like SSI and Medicaid.

Whether you're planning ahead for your child turning 18 or looking to leave an inheritance, the timing and structure of the trust matter.

Let's talk through your options.

📞 (610) 254-0114
💻 www.herrpottsandpotts.com

🌟 Our own Stephen D. Potts is presenting TOMORROW at The Arc of Chester County's Chat-n-Chew Speaker Series! Join Steve ...
03/10/2026

🌟 Our own Stephen D. Potts is presenting TOMORROW at The Arc of Chester County's Chat-n-Chew Speaker Series!

Join Steve for a free session on Estate Planning and Special Needs Trusts - what they are, why they matter, and which type might be right for your family. It's a casual, welcoming environment open to everyone: parents, caregivers, individuals with disabilities, and community members alike.

📅 Wednesday, March 11
🕦 11:30 AM – 1:00 PM
📍 The Arc of Chester County

This is a FREE, virtual event. We'd love to see you there! Register or learn more here: https://arcofchestercounty.org/events-activities/event-calendar.html/event/2026/03/11/chat-n-chew-session-estate-planning-special-needs-trusts-/552278

Sometimes life changes in a moment - a diagnosis, an accident, a shift in health. For families caring for a loved one wi...
01/27/2026

Sometimes life changes in a moment - a diagnosis, an accident, a shift in health. For families caring for a loved one with special needs, “later” often becomes “right now.”

At Herr, Potts & Potts, we believe every family deserves clarity, security, and a plan they can rely on - no matter what.

If you’ve been putting off “someday” planning… this might be the moment to pause, take a breath, and act.

Here’s what planning can do:

🔸Protect your loved one’s access to SSI or Medicaid even if they get an inheritance or savings.
🔸Give you legal tools like Special Needs Trusts, Powers of Attorney, or Supported Decision‑Making when you can’t always be there.
🔸Bring peace of mind knowing there’s a roadmap for housing, care, and long-term support.

You don’t have to wait for a “perfect time.” The perfect time is now.

📞 Call (610) 254-0114
💻 Visit herrpottsandpotts.com to learn more.

🎉 Join Us at the Inclusive Post‑High School Resource Fair!We’re excited to share that Elizabeth Killackey, Attorney at H...
01/21/2026

🎉 Join Us at the Inclusive Post‑High School Resource Fair!

We’re excited to share that Elizabeth Killackey, Attorney at Herr, Potts & Potts, will be attending the Inclusive Post‑High School Resource Fair this Sunday in Oaks! Elizabeth provides counsel in Estate Planning, Special Needs Planning including Special Needs Trusts and Guardianships, and Elder Law, and brings thoughtful guidance to families navigating complex planning questions.

📍 Greater Philadelphia Expo Center – Hall A
🗓 Sunday, January 25, 2026
⏰ 1:00 PM to 5:00 PM

This free event features resources for post‑secondary education, inclusive employment, life skills programs, nursing care, transportation, and more.

Stop by the Herr, Potts & Potts table to meet Elizabeth and learn about legal tools that help support your loved one’s future.

📞 (610) 254‑0114
💻 www.herrpottsandpotts.com

January is Financial Wellness Month, and legal planning is a major part of your overall financial picture.Have you consi...
01/20/2026

January is Financial Wellness Month, and legal planning is a major part of your overall financial picture.

Have you considered:
🔹 Who will make financial decisions if you’re unable to?
🔹 How to protect your loved one with special needs without disrupting their public benefits?
🔹 What happens to your assets if you don’t have a plan in place?

Estate and special needs planning isn't just about money - it’s about peace of mind, continuity, and protecting the people you love.

Let’s talk about how the right legal tools can help you feel more in control this year.
💬 Contact us at www.herrpottsandpotts.com
or (610) 254-0114

Address

200 Eagle Road, Ste 106
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16102540114

Website

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