Elder Law Institute 2026 – Day Two – Harrisburg

Attorney Marone is senior counsel in the Estate Planning and Elder Law firm of Gerhard and Gerhard, P.C., and has extensive experience representing elderly individuals and people with disabilities in a variety of matters involving Medical Assistance (Medicaid) benefits, wills and trusts, estate planning, guardianship, and Special Needs Trusts. He has pursued cases on behalf of his clients in a variety of forums including Orphans’ Court, Pennsylvania’s Commonwealth Court, federal court, as well as administrative hearings. He successfully litigated matters involving Medicaid Qualifying Annuities, Medicaid eligibility, the modification and termination of defective trusts, and the establishment, modification, and amendment of Special Needs Trusts. Mr. Marone began practicing law in 1994. After a lengthy military deployment, he joined the Office of General Counsel to the Governor of Pennsylvania in 2007. For seven years he represented various agencies of the Pennsylvania Department of Public Welfare and was the Department’s primary litigator and appellate attorney for both Medical Assistance long-term care and special needs trust issues in all the counties of eastern Pennsylvania. Mr. Marone left government service for private practice in 2014. He was a partner with McAndrews Law Offices focusing on elder law and special needs trust matters. He joined Harvey, Ballard, and Bornstein, L.L.C. as a partner in 2020, and then Gerhard and Gerhard, P.C.in 2025 to focus on complex Medicaid and special needs trust matters, including those that require guardianship. Attorney Marone is an active member of the Pennsylvania Association of Elder Law Attorneys (PAELA) and was named the 2023 PAELA Person of the Year and serves on the PAELA Board and Public Policy Committee. Mr. Marone is a lifelong resident of Philadelphia. He is retired from the military and is a veteran.

Linda M. Anderson is the founder and principal of Anderson Elder Law, a firm in Media, PA serving clients of all ages throughout the Delaware Valley. She is dedicated to helping individuals and families navigate legal, financial, and medical issues related to elder law, estate planning, and long-term care and special needs planning. Ms. Anderson has over 30 years of experience in the elder law field and is a Certified Elder Law Attorney, as conferred by the National Elder Law Foundation and authorized by the Pennsylvania Supreme Court. Ms. Anderson is an active and distinguished member of her evolving field. She is an accredited attorney with the Department of Veteran Affairs as well as a Charter Member of the Life Care Planning Law Firms Association, and long-time member of the National Academy of Elder Law Attorneys. In addition, she is an invited member of the Special Needs Alliance, which distinguishes lawyers with dedication and skill in aiding special needs clients while also serving the wider community of disabled individuals and their families through local, state, and national organizations. Ms. Anderson is the past President of PAELA (Pennsylvania Association of Elder Law Attorneys (2018-2019)) and has served as Chair of the Pennsylvania Bar Association Elder Law Section (2009) and as Co-Chair of the Delaware County Bar Association’s Elder Law Committee (2004-2018). Ms. Anderson has been recognized as a Pennsylvania Super Lawyer® in the field of Elder Law since 2004, and repeatedly as one of the Top 100 Lawyers in Pennsylvania and as a Top 50 Women Lawyers in Pennsylvania. She was awarded with the 2012 PAELA Member of the Year Award and Anderson Elder Law has been distinguished by U.S. News and World Report as one of the top law firms in the country and she has been selected for Best Lawyers in America. Ms. Anderson also received the prestigious AV® rating from Martindale Hubbell and is a Fellow of ACTEC (The American College of Trust and Estate Counsel). Ms. Anderson was also honored for the 2022 Achieva Awards of Excellence in Legal Services by Achieva, a family of organizations that seeks to empower people with disabilities. Ms. Anderson not only volunteers with community and professional groups to share her knowledge, but is also a regular faculty member and course planner for the Pennsylvania Bar Association in areas of elder law, estate planning, long term care planning, special needs planning, and veterans’ benefits. She received her bachelor’s degree from Sarah Lawrence College, has a master’s degree in Taxation from Villanova University, and graduated from the University of San Francisco School of Law.

Ms. Weber is the managing principal of Marshall, Parker & Weber, LLC (www.paelderlaw.com) with offices in Williamsport, Plains, and Jersey Shore, Pennsylvania. Her practice focuses on elder law, estate and business succession planning. She graduated magna cum laude from Lycoming College and received her law degree from Temple University. She is a certified elder law attorney (CELA) by the National Elder Law Foundation. She is also a VA accredited attorney for the preparation, presentation, and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs. She previously served as an Assistant United States Attorney for the Eastern District of Pennsylvania where she was involved with major federal investigations and prosecutions. While in this position, she was the recipient of the Department of Health & Human Services Inspector General’s Integrity Award for the investigation and criminal conviction of the first Medicare money laundering seizure case in the country. Ms. Weber has also served as an adjunct professor at Saint Joseph’s University Graduate Criminal Justice Program where she designed and taught a course on law and social policy. For several years, she sat on the editorial board of the Legal intelligencer. Ms. Weber is a Past President of the Pennsylvania Association of Elder Law Attorneys (“PAELA”), a Past Chair of the Pennsylvania Bar Association’s Elder Law Section and serves on Council, a Past Chair of the Lycoming Law Association’s Community Activities and Outreach Committee, and Past President of the Lycoming Law Association. Ms. Weber is Past Chair of the First Community Foundation Partnership of Pennsylvania (“FCFP”) and a Trustee and Chair of the Personnel Committee for Lycoming College, Williamsport PA. She is a member of various organizations including the Pennsylvania Bar Association (Elder Law, Small Firm and Real Estate Property and Trust Committees), The Lycoming County Law Association, the Northcentral Pennsylvania Estate Planner’s Council, and the National Academy of Elder Law Attorneys (“NAELA”). She also serves on the Ethics Advisory Board for Albright LIFE.In 2022, she received the PBA Award for Excellence in Elder Law, and in 2020, she was named PAELA’s Member of the Year. She has been named as a Super Lawyer in Elder Law and as a Best Lawyer in Elder Law and Trusts & Estates.

Mr. Newell is Senior Counsel with the Governor’s Office of General Counsel, Department of Human Services (“DHS”).He has been a member of the DHS Southeast Regional Legal Office for more than twenty-five years. Mr. Newell’s practice areas include Medical Assistance – Long Term Care (“MA-LTC”) and Special Needs Trusts (“SNTs”).Mr. Newell’s previous experience with DHS included working as an Administrative Law Judge for the Department’s Bureau of Hearings and Appeals. For more than two decades, Mr. Newell has lectured for the Pennsylvania Bar Institute, county bar associations and other entities on various issues associated with MA-LTC eligibility and SNTs. Mr. Newell received his B.A. from Temple University and his J.D. from the Temple University School of Law.

Mr. Schweitzer is a certified elder law attorney (CELA) with Julian Gray Associates in Pittsburgh. He received his Juris Doctor from the University of Pittsburgh School of Law. He received his Bachelor of Arts, magna cum laude, from Westminster College in New Wilmington, Pennsylvania.. He focuses his practice on counseling individuals and families with respect to estate and long-term care planning as well as trust and estate administration. He currently serves on the boards for the PBA Elder Law Section and the Pennsylvania Association of Elder Law Attorneys, presently as vice president for each organization. Prior to joining Julian Gray Associates, Mr. Schweitzer practiced for a mid-sized law firm in Pittsburgh in the Estates and Trust Services Group. Mr. Schweitzer has experience in litigating commercial, construction, securities and professional liability matters. He is recognized as a Pennsylvania Super Lawyer and in Best Lawyers in America.

Ms. Alson is a partner with Anderson Elder Law with offices in Media and West Chester, Pennsylvania. Certified as an Elder Law Attorney by the National Elder Law Foundation, she has been practicing in the areas of elder law trust and estate administration, and estate planning since 2003. She is also a VA-accredited attorney for the preparation, presentation, and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs. Ms. Alson received her Juris Doctor degree from Temple University, her Master’s in Public Health and a Gerontology Certificate from Boston University School of Public Health, and her Bachelor of Arts from Rutgers University – New Brunswick. Ms. Alson is a member of the National Academy of Elder Law Attorneys (NAELA), is the editor-in-chief of NAELA News, a board officer (Chair-Elect) of the Pennsylvania Bar Association Elder Law Section Council, a board officer (Secretary) of the Pennsylvania Association of Elder Law Attorneys (PAELA), a Co-Chair of the Delaware County Bar Association Elder Law Committee, Co-Editor of the Delaware County Elder Law Handbook, and is a board officer (Treasurer) of the Chester County Estate Planning Council.

Jennifer Ellis is an attorney licensed to practice law in Pennsylvania and the principal of Jennifer Ellis, JD, LLC, a law practice management and technology consulting firm. Her legal practice focuses on ethics, and her consulting work assists lawyers and legal organizations with technology selection, implementation, and risk management, including cybersecurity and the practical use of artificial intelligence in legal practice.
Jennifer has extensive experience in legal education and professional development and has worked closely with bar associations and continuing legal education providers on the development and presentation of programs for lawyers at all stages of practice. She regularly speaks and writes on legal ethics, law practice management, and emerging technology issues, with an emphasis on helping lawyers evaluate new tools realistically and responsibly. Her work emphasizes clarity, accuracy, and ethical judgment, particularly where law and technology intersect. Find Jennifer online at jlellis.net.

Ryan joined the Department of Human Services (DHS) Office of General Counsel in November 2021. Ryan advises DHS’s Office of Income Maintenance (OIM) on operational issues and matters regarding eligibility for public benefits such as cash and Medical Assistance (MA), Supplemental Nutrition Assistance Program (SNAP), Temporary Assistance for Needy Families (TANF), Low Income Heating and Energy Assistance Program (LIHEAP), rental assistance, MA Long Term Care eligibility, Special Needs Trusts, and Health Insurance Portability and Accountability Act and other federal and state confidentiality requirements pertinent to OIM and OIM policy. Prior to joining DHS, Ryan worked in private practice, where he assisted clients with estate planning, estate administration, and elder law matters. Ryan earned his J.D. magna cum laude from Widener University Commonwealth Law School, and he holds a B.S. in Food Science and Human Nutrition from the University of Florida and an M.B.A. from Oklahoma State University.

Adam Cohen, Esquire is an attorney with Mette, Evans, & Woodside in their Bucks County office. A significant portion of Adam’s practice is devoted to assisting disabled individuals and their families find creative solutions to difficult problems they face now and into the future. Much of his work revolves around guardianships and special needs planning, as well as special needs trust administration. Adam received his JD from the University of Pittsburgh School of Law. He has previously presented continuing education materials in Pennsylvania and New Jersey on topics including complex guardianship issues, special needs trust administration, and protecting injury settlements for minors and incapacitated persons.

Ms. Oakes has been with the Department of Human Services for nearly 20 years, starting with the Department during law school, then beginning her own practice in 2001, concentrating in Social Security Disability, contract and estate law, in addition to serving as a Mental Health Review Officer for the Orphans’ Court of Philadelphia. She returned to the Department in 2014 and her current area of practice includes medical assistance long-term care eligibility, trusts, third party liability and guardianship. Ms. Oakes is licensed to practice in Pennsylvania, and received her B.S. from the University of Richmond, paralegal certification from Villanova University, and J.D. from Widener University School of Law. Ms. Oakes has been a member of the Pennsylvania Bar Association since 1994.

Dana M. Breslin is a graduate of Villanova University School of Law. She began the Senior Citizens’ Project at Delaware County Legal Assistance Association, which was one of the first in the country. Ten years later she went into private practice with her husband, Robert J. Breslin and mentor, Robert F. Pappano. The firm is now known as Breslin, Murphy Roberts, P.C. Dana became a Certified Elder Law Attorney {CELA) of the National Elder Law Foundation in May 1996. Her practice concentrates on Elder Law, Estate Drafting and Administration. She is a Fellow with the American College of Trust Estate Counsel {ACTEC). She has been an active member with the Pennsylvania Bar Association Elder Law Section as well as the Real Property Probate Trust Section. She is a frequent lecturer with the Pennsylvania Bar Institute. She is a member of NAELA, PAELA, and the Delaware County Estate Planning Council. She is a past Board Member of Senior Community Service and currently is on the Advisory Board of the Delaware County Office of Services for the Aging.

In 2008 David joined the ranks of the Office of Attorney General as a Community Liaison in the Public Protection Division’s Elder Abuse Unit, He was later promoted to Senior Community Liaison and Coordinator of the Elder Abuse Unit and in 2017 he was appointed as the Acting Director of Education and Outreach. Currently he is the Director of the Senior Protection Unit under the Office of Public Engagement and is the Attorney Generals’ designee on the PA Supreme Court’s Elder Justice Advisory Council. During his time with the AG, David has conducted over a thousand educational presentations and trainings to include; educating Common Pleas Court Judges and District Magisterial Judges on Elder Financial Exploitation; hosted statewide law enforcement investigators training on crimes against the elderly; provided an educational program and testimony before the Pennsylvania House of Representatives Aging and Older Adult Services Committee; as well as appearing as a panelist for the State Senate Democratic Policy Committee’s Safety & Wellness for PA’s Senior Citizens Roundtable; PA State Police Municipal Police Officer’s Education and Training Commission Advisory Panel on Elder Abuse and Financial Exploitation Course Development Committee, DOJ U.S. Attorney’s Office-Eastern District Elder Justice Abuse Roundtable, Montgomery County Elder Justice Roundtable, PA Department of Aging Financial Exploitation Enrichment Training Team and has partnered with AARP of Pennsylvania. Mr. Shallcross has made presentations at the first PA Guardianship Reform Summit and has appeared numerous times on PCN cable television, local cable networks and on various radio shows across the Commonwealth as a guest speaker on scams and identity theft as well as crimes against older adults. In his career of over 40 years in public safety Mr. Shallcross has received numerous awards including, the Sheriff’s Commendation of Valor for the rescue of a man from a dwelling fire (1988), Award of Merit and the F.O.P. Outstanding Service Award for the quick apprehension of an armed bank robbery and shooting suspect (2003), PA Crime Prevention Officer of the Year (2010 & 2015) and received the PA 3rd Senatorial District ‘Community Involvement Award’ (2013).
Mr. Shallcross was an Honor Graduate of the PA Deputy Sheriff’s Academy at the Dickinson School of Law; he has also attended specialized training with the U.S. Marshal’s Service and the FBI. He is a member of the U.S. Secret Service Cybercrimes Task Force in Philadelphia and is a certified instructor in Community Crime Prevention by The PA Commission on Crime & Delinquency. David holds seats on the executive boards of the PA Crime Prevention Officers’ Association and the Bucks County Heroes Scholarship Fund and past Vice President of the Fraternal Order of Police Lodge #PA-53 and is a founding member of the Pa Community Safety Alliance

Samantha Wolfe is the founder and owner of The Law Offices of Samantha K. Wolfe, LLC in Waynesboro, PA established in July 2020. Her areas of concentration are estate planning, asset protection planning, long-term care pre-planning, Medicaid planning (nursing home planning), special needs planning, business succession planning, federal estate and gift taxation planning, oil and gas lease planning, and estate administration and probate. Samantha has a “Superb” AVVO Rating for attorneys and was named a Super Lawyers Rising Star in 2022. Samantha graduated in 2004 from Penn State University with a B.A. in journalism and a minor in nutrition. In 2008, she earned her juris doctor from Regent University School of law. While attending law school, Samantha was a managing editor for the Regent Journal of International Law and a student volunteer for the Volunteer Income Tax Assistance Program. After graduating from law school, she attended Southern Methodist University Dedman School of Law and earned her LL.M. in Taxation. Samantha joined Steinbacher, Goodall & Yurchak in Williamsport, Pennsylvania in 2010. From 2010 until September 2017, she was the head of the wealth protection planning department of Steinbacher, Goodall & Yurchak. Despite loving her job in Williamsport, Pennsylvania, Samantha wanted to be closer to her family, so in October 2017, she returned to Franklin County to practice at Maxwell Sipe law Offices, LLC. Samantha had interned for Tucker Maxwell for two summers during law school. When Maxwell Sipe Law Offices, LLC dissolved, Samantha began practicing as a solo practitioner and created The Law Offices of Samantha K. Wolfe in July 2020. Samantha has presented continuing education instruction for multiple programs through the Pennsylvania Bar Institute including a program titled A Fresh look at FLPs regarding the use of family limited partnerships in business succession planning; a program titled What Every Elder Law Attorney Needs to Know About FLPs addressing whether family limited partnerships are the best planning technique to use when dealing with elder law issues; a program titled Estate Planning for Oil, Gas, and Mineral Interests highlighting the unique situations for individuals who own oil and gas interests; a program titled Succession Planning for Your Elder Law Client’s Family-Owned Business addressing how to transition a family-owned business when an owner needs nursing home care; a program titled Asset Protection for the Middle-Class addressing asset protection planning strategies for those families with a net worth between $500,000 and $5,000,000; a program titled Your Guide to Elder Law addressing the legal concerns that need to be handled if someone needs long-term care including the important legal documents that must be in place; a program titled Your Pennsylvania Trust Guide reviewing the recent changes in Pennsylvania law related to trust and estates; a program tilted Post-SECURE addressing the changes the SECURE Act had on retirement planning; and a program titled IRA Basics addressing the important legal components of the SECURE Act. Samantha, joined by eighteen other leading elder care attorneys from across the nation, coauthored Protect Your Legacy! What You Really Need to Know for the Second Half of Life. She was a co-author of the Fourth and Fifth Editions of the Pennsylvania Trust Guide published by George T. Bisel Co, Inc., as well as a co-author of the 2016, 2017, 2018, 2020, 2021, and 2022 annual supplements for the Pennsylvania Trust Guide. Samantha is a member of the Pennsylvania Bar Association, the Lycoming Law Association, the Franklin County Bar Association, National Academy of Elder Law Attorneys (NAELA), and the Pennsylvania chapter of Elder Law Attorneys (PAHA). She is also admitted to practice law before the United States Supreme Court. Samantha is also licensed to practice law in Maryland.

Mr. Magee is a sole practitioner in Jamison, Pennsylvania. His practice emphasizes guardianship matters and includes estates and estate planning. He has represented individuals and institutions seeking emergency and permanent guardianship appointments in Bucks, Montgomery, Chester, Delaware, Philadelphia, and Franklin counties. He has served as a guardian and court-appointed counsel for alleged incapacitated persons in Bucks and Montgomery counties. Mr. Magee is a National Certified Guardian as certified by the Center for Guardianship Certification. He received his B.A. from Oberlin College in 1980 and J.D. from Duke University School of Law in 1983. He is a member of the Pennsylvania and Bucks County Bar Associations.

Katherine C. Pearson is a Professor of Law and the Arthur L. and Sandra S. Piccone Faculty Scholar at Penn State Dickinson Law in Carlisle, Pennsylvania. Her scholarship focuses on laws and policies connected to aging and she has frequently included age-related issues in her teaching of courses on contract law, conflicts of law and nonprofit organizations law.She is a regular speaker for continuing education programs, both for consumers and lawyers, to address cutting edge concerns in consumer protection for older adults.She is the author of articles and chapters on access to justice, senior living options including continuing care and life plan communities, long-term care financing and filial obligations. She is a frequent writer and editor for the Elder Law Prof Blog, available at https://www.elderlawprofblog.com/

With over 30 years of legal experience, Howard’s practice is comprehensive, covering estate planning, wills and trusts, elder law, special needs planning, planning for disability, asset protection planning, Medicaid planning, trust and estate administration (probate), fiduciary litigation, guardianship and health care/financial planning with advance directives. Howard is admitted to practice in Pennsylvania, New York and Florida and he is is certified as an elder law attorney by the National Elder Law Foundation. Howard is a past president of the National Academy of Elder Law Attorneys (NAELA), a past president of the New York Chapter of NAELA, a past chair of the New York State Bar Association Elder Law Section, and a past chair of the Florida Bar Elder Law Section. He also has served on the board of trustees of the NAELA Foundation. Howard received the 2006 Outstanding Achievement Award from the New York Chapter of NAELA for serving as co-chair of a Special Committee on Medicaid Legislation formed by the NYSBA Elder Law Section to oppose New York Governor George Pataki’s budget bills containing numerous restrictive Medicaid eligibility provisions that, if enacted, would severely impact the frail elderly and disabled populations. He was named Member of the Year in 2010 by the Florida Bar Elder Law Section for his work in obtaining Medicaid approval for the use of promissory notes in Medicaid planning in Florida. He was also recognized for serving as co-chair of the NYSBA Elder Law Section Compact Working Group, which received national attention for developing alternative methods of financing long-term care. Additionally, Howard served as chair of a special committee created by the NYSBA Elder Law Section to address the Statewide Commission on Fiduciary Appointments formed by Chief Justice Judith Kaye. Howard received an award for spearheading the effort on behalf of NAELA seeking the enactment of the Special Needs Trust Fairness Act, which was signed into law by President Obama on December 13, 2016. Howard has consistently been selected as a Florida Super Lawyer and a New York Super Lawyer, named to Florida Trend’s Legal Elite, a Top 25 Westchester County Attorney, and is AV Preeminent rated by Martindale-Hubbell. Howard is a frequent lecturer and has addressed many organizations nationally. Howard earned his bachelor’s degree in accounting from SUNY Albany and his law degree from the University of Pennsylvania Law School.

Terrence Carolan works with CARF International as Managing Director of Medical Rehabilitation and Aging Services. Terrence also has been a provider, manager, educator and administrator at Select Medical and Kessler Institute for Rehabilitation since 2001. He received a Bachelor of Science in Biology from The College of New Jersey, a Master of Science in Physical Therapy from Simmons University and a Master of Business Administration from University of Wisconsin, Eau Claire. Terrence grew up in a multigenerational home and lives on the Jersey Shore with his two daughters.

Joanne Shallcross is a senior lead special needs trust advisor and an executive director with Wells Fargo Bank Wealth & Investment Management located in Pennsylvania. She covers Pennsylvania, Delaware, Washington DC, Maryland, Northern Virginia, New Jersey and Ohio. With more than 15 years of fiduciary trust experience, Joanne works directly with individuals living with diverse abilities along with their family, support system, and other advisors. She is part of a relationship team that works with clients who are the beneficiaries of First Party Special Needs Trusts (SNTs), Third Party SNTs, and Settlement Protection Trusts. Joanne assists clients in coordinating services and resources to help improve their quality of life and their long-term financial security in the future and for their own future incapacity. She facilitates conversations with investment advisors to help align investment objectives with the client’s short and long-term needs. Prior to joining Wells Fargo Bank, Joanne worked in the financial services industry focused on Settlement Trusts, Special Needs Trusts (SNTs) and Special Needs Planning. Joanne earned her Juris Doctor degree from the Widener University School of Law (currently not practicing) and her Master of Science in Nursing from the University of Pennsylvania. She also earned a Bachelor of Science in Nursing from the University of Pittsburgh. Joanne is a speaker and participant in educational seminars focused on planning topics for individuals with diverse abilities. She is a member of the Philadelphia Bar Association and the Philadelphia Estate Planning Council.

Bill Erhart is a Certified Elder Law Attorney in the state of Delaware. He is certified by the National Elder Law Foundation.He is a member of the Special Needs Alliance. He served in the Marine Corps during the Vietnam War and graduated from the University of Delaware, the Reformed Episcopal Seminary and Rutgers School of Law. After a clerkship in Delaware Superior Court, he was a prosecutor for the Delaware Department of Justice for five years in consumer fraud and major litigation. He is rated AV Preeminent by Martindale-Hubbell® Peer Review Ratings™, recognized in Super Lawyer Magazine and Superb by AVVO. He has been named top Elder Law Attorney by his peers for the past sixteen years in Delaware Today magazine. He is a member of WealthCounsel, the National Elder Law Foundation, the National Association of Elder Law Attorneys, the Special Needs Alliance, St. Thomas More Society, the ARC of Delaware, Autism Delaware, Alzheimer’s Association, Estate Planning Council of Delaware, the Delaware State Bar Association (Elder Law Section; Trusts & Estates Section) and was Chair of the Elder Law Section for three years. He has practiced law for 44 years and has taught numerous seminars to lawyers, financial professionals and consumers.

Eric Krupa is a supervising attorney at the Center for Medicare Advocacy. He primarily works to ensure that the Center is a dependable source of information, advocacy, and representation for individual Medicare beneficiaries in the state of Connecticut who are experiencing barriers to accessing their full Medicare benefits. Prior to joining the Center,
Eric clerked for Superior Court Judge Peter A. Bogaard in New Jersey. He then worked as a fellowship attorney for Pine Tree Legal Assistance – Maine’s oldest and largest civil legal services provider – representing individuals in family law and protection from abuse matters. Eric was also a staff attorney with Connecticut Legal Rights Project, where he represented clients of Connecticut’s Department of Mental Health and Addiction Services in receiving adequate care and treatment. Eric graduated from Hunter College and Notre Dame Law School, where he developed a commitment to public interest law. He is licensed to practice law in Connecticut and Maine.

Mike is a Senior Custom Onboarding Specialist, dealing exclusively with Mid-to-Large Firms. He is passionate about the legal industry and with nearly a decade of experience in training and business leadership, he is able to distill complex ideas into actionable paths forward.

Carol L. Cornelison, Esquire is the founding partner of Cornelison Family Law, LLC located in Blue Bell, Pennsylvania. She has over 20 years of experience specializing in family law in the Philadelphia five-county area. Additionally, she routinely handles guardianship matters in the Montgomery County Orphans’ Court both as legal counsel and in the role of guardian ad litem. Carol obtained her bachelor’s degree from The George Washington University in 1998 and her Juris Doctor Degree from Widener University School of Law in 2001. She is a member of the Pennsylvania Bar Association and its Family Law Section, the Montgomery County Bar Association and its Family Law Section, the Bucks County Bar Association and its Family Law Section, and the Doris Jonas Freed American Inn of Court.

Latisha Bernard Schuenemann is a partner at Barley Snyder, LLP in Reading, Pennsylvania, where she is a trusted advisor in the firm’s Trusts & Estates and Business practice groups. With a deep commitment to serving individuals and families, Latisha’s practice focuses on estate planning, estate and trust administration, special needs planning, and elder law – including strategies for preserving public benefits, coordinating complex settlements, and navigating long-term care considerations. Latisha’s legal background is strengthened by an LL.M. in Taxation from Villanova University Charles Widger School of Law, a Juris Doctor from Widener University School of Law, a Master of Science in Criminal Justice from St. Joseph’s University, and a B.S. in Business Administration from Kutztown University. Her tax expertise enhances her ability to craft comprehensive, thoughtful solutions that align legal, financial, and benefits-planning goals for her clients. A recognized leader in her field, Latisha has been named a Pennsylvania Super Lawyer for multiple consecutive years and was honored as one of Lehigh Valley Business’s “Women of Influence.” She is a member of the Special Needs Alliance, the National Academy of Elder Law Attorneys, the Pennsylvania Association of Elder Law Attorneys, and serves on several bar association committees and community boards. Latisha regularly presents on topics including guardianship, benefit-preserving trust planning, estate settlements, and probate process issues – bringing clarity and practical guidance to both legal professionals and families navigating complex planning and administration matters.

Julia Meashey is a Senior Business Development Specialist for Aging Services at CARF International, where she brings more than a decade of experience advancing quality and innovation in aging services. Since joining CARF in 2015, she has drawn on a strong background in long-term care advocacy, program management, and grant administration to build partnerships and support initiatives that improve care for older adults. Prior to CARF, Julia served as Director of Operations for the Hartford Change AGEnts Initiative, leading the operational and strategic execution of a $5 million national effort engaging thousands of researchers and health system leaders. Her earlier work includes managing the National Center on Gerontological Social Work Excellence and serving as a long-term care ombudsman. She holds a Master of Arts in Gerontology from Appalachian State University, and a Bachelor of Science in Psychology from Guilford College. Her dedication to aging services is rooted in both her professional path and her early personal experiences working with older adults.

Briana M. Gaumer, Esquire is the full-time Custody Master serving the Court of Common Pleas of Northampton County. Prior to becoming a Custody Master, Ms. Gaumer was a partner at a small law firm in Allentown, Pennsylvania practicing exclusively family law in Lehigh County, Northampton County, and the surrounding counties. Ms. Gaumer also currently serves as Divorce Review Officer for the Honorable Mark B. Stanziola, Judge of the Court of Common Pleas of Lehigh County. In these roles Attorney Gaumer collaborates with pro se litigants, counsel, and Judges on custody and family law related matters daily. Attorney Gaumer has presented CLEs on family law topics in Lehigh and Northampton Counties and has appeared on local podcasts to speak about her experience. Ms. Gaumer earned her B.A. from Lehigh University and J.D. from Widener University School of Law – Harrisburg. During law school she earned the honor of receiving the American Academy of Matrimonial Lawyers Eric D. Turner Award which jumpstarted her passionate career in family law. Outside of work Attorney Gaumer sits on the Board of Trustees of Lehigh Valley Academy Regional Charter School in Bethlehem, Pennsylvania, is a member of the Lehigh County Aging and Adult Services Advisory Council, serves as Secretary of the Lehigh County Bar Association Family Law Committee, and is an active member of the Pennsylvania Bar Association – Family Law Section.

Kathryn (“Katie”) Brown Jones, Esq. is a staff attorney at SeniorLAW Center, where she represents and advocates for grandparents raising grandchildren and other older kinship caregivers. She is dedicated to advancing justice and dignity for older Philadelphians through direct representation, community education, and systemic advocacy.Prior to joining SeniorLAW Center, Ms. Jones built a broad background in criminal and civil public interest work throughout in Philadelphia, first as a Philadelphia Assistant District Attorney and then later as an Assistant General Counsel of the School District of Philadelphia.Ms. Jones earned her J.D. from Widener University Law School. In addition to her legal practice, she is an active participant as a board member of Face to Face, a Philadelphia organization that provides free meals and a variety of social services, legal services and medical services.

Mr. Cameron has served as a member of PBA’s Legal Ethics and Professional Responsibility Committee since January 6, 2001.A sole practitioner in Harrisburg, his practice is focused on estate planning and estate administration.He has served as president of the Estate Planning Council of Central Pennsylvania, and Chair of the Estate Planning Section of the Dauphin County Bar Association.Prior to establishing his practice, Mr. Cameron served as judicial clerk for the Hon. Warren G. Morgan, then President Judge and Orphans’ Court Judge for Dauphin County.He earned his B.A., cum laude, from Dickinson College and his J.D. from the University of Baltimore School of Law, where he served as Associate Comments Editor of the Law Review.Prior to law school, he had been employed as a bank trust officer.

Ms. White is currently Ethics Counsel to the Pennsylvania Bar Association. As Ethics Counsel, Ms. White responds to Ethics Hotline inquiries from PBA members who have questions concerning the impact of the provisions of the Pennsylvania Rules of Professional Conduct upon their own prospective conduct. Ms. White also assists the PBA’s Legal Ethics and Professional Responsibility Committee, which issues written ethics opinions and reviews and recommends proposals for changes to the Pennsylvania Rules of Professional Conduct. In addition to staffing the Ethics Committee, Ms. White is the staff liaison to the PBA Civility in the Profession Committee. She also serves as the Associate Editor of the Pennsylvania Ethics Handbook, a useful guide to the professional responsibility obligations of practicing Pennsylvania lawyers. Prior to joining the PBA, Ms. White served as Assistant Counsel for the Commonwealth of Pennsylvania State Ethics Commission, practiced for several years in the private sector, and was a staff attorney in the solicitor’s office for a local municipality. Ms. White received her B.A. from Franklin & Marshall College and her J.D. from American University, Washington College of Law.