Estate Planning and Administration

PA Makes Changes to Power of Attorney Laws

On July 8, 2016 the Governor signed Senate Bill 1104 (SB 1104) into law as Act 79. SB 1104 makes broad ranging amendments to Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes. Included are a number of changes to Pennsylvania laws regarding powers of attorney.

It is likely that another bill […]

By | 2017-05-19T22:51:21+00:00 July 19th, 2016|Categories: Estate Planning and Administration, General|Tags: , , , |Comments Off on PA Makes Changes to Power of Attorney Laws

Slayer Act Bars Defendant found Guilty but Mentally Ill from Inheriting Victim’s Estate

A verdict of guilty but mentally ill for first-degree murder bars a killer from inheriting from the decedent’s estate, the Pennsylvania Superior Court held in In re Estate of McAndrew.

By | 2017-05-19T22:51:25+00:00 January 26th, 2016|Categories: Criminal Law, Estate Planning and Administration|Tags: , , , , , , , , , , , , , |Comments Off on Slayer Act Bars Defendant found Guilty but Mentally Ill from Inheriting Victim’s Estate

Supreme Court Announces Major Overhaul of Orphans’ Court Rules

The Commonwealth’s patchwork of local orphans’ court rules will be replaced next year by statewide rules, the Pennsylvania Supreme Court announced in an order issued December 1, 2015.

By | 2015-12-16T15:01:04+00:00 December 15th, 2015|Categories: Estate Planning and Administration|Tags: , , , , |Comments Off on Supreme Court Announces Major Overhaul of Orphans’ Court Rules

Preserving the Family Owned Business for the Next Generation

Historically, family owned business owners have always been faced with a difficult tax situation at death. The business can pass to your children but not before paying the 4.5% Pennsylvania inheritance tax. This often required the liquidation of business assets to pay the tax. But Pennsylvania has finally recognized the importance of preserving the family owned business for the next generation.

By | 2017-05-19T22:51:27+00:00 August 31st, 2015|Categories: Estate Planning and Administration|Tags: , |Comments Off on Preserving the Family Owned Business for the Next Generation

Orphans’ Court Order Directing Executor Not to Sell Real Estate Quashed as Interlocutory

An order directing the executor of an estate not to sell real estate assets is interlocutory and not appealable, the Superior Court held in Estate of Cherry

By | 2017-05-19T22:51:29+00:00 April 21st, 2015|Categories: Estate Planning and Administration|Tags: , , , , , |Comments Off on Orphans’ Court Order Directing Executor Not to Sell Real Estate Quashed as Interlocutory