Matthew J. Parker, Esq., is a principal of Marshall, Parker & Weber, LLC with offices in Williamsport, Jersey Shore and Plains.  His legal practice is focused on elder law, estate and special needs planning and estate administrations.  He is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation under authorization from the Pennsylvania Supreme Court.  He has taught for the Pennsylvania Bar Institute and is a frequent speaker to consumer and professional groups on elder law issues including guardianship and estate planning.  He is also the author of chapters in the PBI publications, Estate Planning in Pennsylvania and Fee Agreements in Pennsylvania.  He is the current editor and contributing author of the PBI Press Publication, Elder Law in Pennsylvania. Attorney Parker is a member of the National Academy of Elder Law Attorneys, the Elder Law Section of the Pennsylvania Bar Association and the Pennsylvania Academy of Elder Law Attorneys.  

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.

With over a decade of experience representing high net worth families, world-class financial institutions, and closely-held businesses in high-stakes estate and trust litigation, Rick brings a formidable blend of diligence, knowledge, and sophistication to his practice. Rick immerses himself in every legal matter, delivering steadfast guidance to trustees, executors, agents, not-for-profit organizations and clients of HomeBase, The Family Office at Cozen O’Connor. He is skilled at developing thoughtful strategies and discreetly matters through alternative dispute resolution. Yet, as an accomplished trial attorney, he is fully prepared to fiercely advocate for his client’s interests in the courtroom when circumstances demand. Rick’s broad experience in trust and estate matters includes defending and prosecuting claims for breach of fiduciary duty, forgery, fraud, undue influence, and lack of testamentary capacity, as well as navigating complex questions of statutory and document interpretation, modification of trusts, and fiduciary accounting. Rick’s skills extend to appellate advocacy, and he has argued appeals before the Pennsylvania Supreme, Superior, and Commonwealth Courts involving complex questions of statutory interpretation, beneficiary rights, and issues of first impression. Actively engaged within the legal community, Rick serves on the Council for the Real Property and Trust and Estate Section of the Pennsylvania Bar Association and as a member of the Litigation and Rules and Practice Committees of the Philadelphia Bar Association Probate Section. Rick is graduate of the American College of Trust and Estate Counsel Mid-Atlantic Fellows Institute and is a frequent writer and lecturer on trust and estate topics, such as will contests, attorney-client privilege and the fiduciary exception, remote notarization of documents, and navigating the legal uncertainty of cannabis in estate and trust planning and administration. Outside of his legal practice, Rick is a devoted husband and father, an avid cyclist, and an active community member. He currently holds a position on the Board of Directors for Ardent Credit Union, and has previously held the role of President of the Board of Directors for the nonprofit overseeing Pittsburgh’s bike-sharing network.

Mr. Hagerman is a partner of the law firm of Abernethy, Hagerman, & Miller P.C. in Allison Park. The basis of his practice includes transactional law encompassing estate planning, estate/trust administrator, elder law, real estate transfers, business startups and governance, contracts, and tax law. Mr. Hagerman received his B.A., Double Major History and Political Science, from Gettysburg College and his J.D. from Duquesne University School of Law.

Ms. Sikov Gross is the managing partner in the Pittsburgh law firm of Sikov and Love, P.A. She is a certified elder law attorney (CELA) through the National Elder Law Foundation as authorized by the Supreme Court of Pennsylvania and was admitted as an ACTEC Fellow in 2012. In 1998, Ms. Sikov Gross became the founding chair of the Elder Law Committee of the Allegheny County Bar Association (ACBA). She is a past chair of the ACBA Probate and Trust Law Section Council. Ms. Sikov Gross is a member of the National Academy of Elder Law Attorneys (NAELA). She is a past Vice President of the Pennsylvania Association of Elder Law Attorneys (PAELA) and has served on the Pennsylvania Bar Association (PBA) Elder Law Section Council. She writes for the Pittsburgh Legal Journal. Ms. Sikov Gross is a frequent speaker for PBI and others as well as for the Osher Lifelong Learning Institutes at Carnegie Mellon University and at the University of Pittsburgh. She has been listed as an elder law attorney in Best Lawyers in America and has been selected for inclusion in Pennsylvania Super Lawyers®.

Amy Lowenstein is the director of policy and a supervising attorney at the Pennsylvania Health Law Project. She works to improve and strengthen Medicaid coverage and services for Pennsylvanians through policy analysis, systems advocacy and direct representation; and provides training and support to community-based organizations. Prior to joining PHLP, Amy represented health care consumers and people with disabilities in New York through policy advocacy, litigation and direct services. Amy received her J.D. from Columbia Law School and her B.A. in history from Wesleyan University.

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.

As Fiduciary Counsel and Wealth Planner at Tiedemann Trust Company, a subsidiary of AlTi Tiedemann Global, Brittany is an expert in Delaware trust and tax law with extensive experience in estate planning and helping clients navigate the complexities of intergenerational wealth. Prior to Tiedemann, she held positions at Bessemer Trust. Brittany is certified by the state bars in Pennsylvania and New Jersey. She is also a member of several organizations, including the American Bar Association, the Philadelphia Estate Planning Council, the Estate Planning Council of Delaware, and sits on the Women’s Committee at the Pennsylvania Academy of the Fine Arts and the Leadership Council at the Haverford Boys School. Brittany earned a Juris Doctor degree from the Rutgers University School of Law, as well as a Master of Law in Taxation and an Estate Planning Certification from Temple University in Philadelphia. She holds a Bachelor of Arts in art history and government from Hamilton College.

Mr. Rogers is a graduate of Temple University’s Beasley School of Law. He holds Juris Doctor and Master of Laws (Taxation) degrees. He also holds an M.B.A, degree from Drexel University. He is a Certified Public Account (currently inactive license.) Mr. Rogers practice for approximately 40 years has focused on Estate Planning and Administration, and Business and Tax Planning and Counseling. Michael is a Past President of the 2,000+ member Montgomery Bar Association. He is a Past President of the Montgomery Bar Foundation and is the Treasurer and a Director of the Montgomery Child Advocacy Project (MCAP.) He is a member of the American Bar Association, and for many years was a member of the Pennsylvania Bar Association’s House of Delegates.

Ms. Smith is chief counsel in the legal department at McNees, Wallace, & Nurick LLC, in its Pittsburgh office. Ms. Smith provides support to the bank’s asset management group on legal matters relating to the administration of estates and trusts, including charitable trusts and endowments, and other fiduciary liability matters. Prior to joining PNC Bank, Ms. Smith served as chair of the estate administration department in the Pittsburgh law firm of FGSM, P.C., representing clients in the areas of estate and trust administration, estate planning, and business succession planning, and in Orphans’ Court litigation, where she frequently represented fiduciaries and other interested parties in matters involving alleged breaches of fiduciary duty. In private practice, Ms. Smith also represented business clients in the areas of business formation and planning, mergers and acquisitions, and nonprofit clients in obtaining tax-exempt status and various governance matters. Ms. Smith is a former Chair of the Pennsylvania Bar Association’s Real Property, Probate and Trust Law Section, current chair of the section’s Pro Bono Committee, and is an assistant editor of the Section’s newsletter. Ms. Smith is also a frequent lecturer on the topics of estate and trust administration, estate planning and business planning. Ms. Smith is a graduate of the University of Tennessee and the Duquesne University School of Law. 

Ms. Hagan is Managing Senior Counsel at PNC Financial Services Group, Inc. and provides support to PNC’s Asset Management Group, advising on all aspects of trust and estate administration, with a focus on Pennsylvania fiduciary litigation. Prior to joining PNC, she was in-house counsel at the Bank of New York Mellon. Before moving in-house, Ms. Hagan concentrated her practice in the areas of gift and estate tax planning and estate and trust administration, with an emphasis on probate and trust litigation. Ms. Hagan is a member of the Pennsylvania Bar Association and has lectured frequently on fiduciary topics for the Pennsylvania Bar Institute. She received her J.D. from Washington and Lee University School of Law and her B.A., magna cum laude, from the University of Virginia.

For over 25 years, Bill McKendree has worked to realize a simple notion: That every individual, regardless of their circumstances, can access all of the care they need to live a healthy and productive life. Currently, Mr. McKendree is executive director of the Pennsylvania Healthcare Benefit Solutions Program, a 501(c)(3) non-profit agency helping people access affordable healthcare services through counseling, education and advocacy. Prior to his work at PHBSP, Bill was program manager for Allegheny County’s APPRISE office – helping residents of Allegheny County navigate the complexities of state and federal healthcare benefit programs. And before running Allegheny County APPRISE, he was director of the Pennsylvania Center for Aging Services, assisting Pennsylvania’s seniors access medical, legal and social services. In addition to his work at PHBSP, Bill teaches at the University of Pittsburgh’s School of Pharmacy and is preceptor for the School’s Experiential Learning Program. He also teaches classes on health law and health care policy at Penn State University, La Roche University and Carnegie Mellon University.

Amos Goodall has been practicing law in Centre County since 1976, and is currently affiliated with the eldercare and special needs planning firm of Steinbacher, Goodall Yurchak. Amos is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation (NELF) where he served as President. Amos also served on the Elder Law Certifying Exam Drafting
Committee. He is a Fellow both of the American College of Trust and Estate Counsel (Retired) and of the National Academy of Elder Law Attorneys (NAELA), and is a member of the Special Needs Alliance, an organization of leading elder law and disability law attorneys located throughout the country. For fifteen years, Amos was a contributing author for Lexis Nexis “Tax, Estate Financial Planning for the Elderly” and “Tax, Estate Financial Planning for the Elderly: Forms Practice”. He has been recognized as a pre-eminent attorney by Martindale-Hubell since 1992 and has been named as a Pennsylvania Super Lawyer in the area of Elder Law by Philadelphia Magazine every year since that category was created. Amos has been recognized for a number of years in the list of Best Lawyers in America in the practice area of elder law, and was identified as the Best Elder Lawyer in central Pennsylvania. In 2016, Amos was appointed to the Advisory Council of the Center for Excellence in Elder Law at Stetson University College of Law. Amos is a member of the PA General Assembly–Joint State Commission on Decedents’ Estates Laws; The PA Bar Association, Lawyers Concerned for Lawyers, Inc., Board of Directors; The American Bar Association, Military Pro Bono Project, “Operation Standby”. Most recently, Amos was appointed to the disciplinary and ethics commission (DEC) of the Certified Financial Planner Board of Standards, Inc. (CFB Board) and its Competency Commission. Amos received his bachelor of arts degree from Franklin and Marshall College, his juris doctor from Fordham University School of Law, and his LL.M. in Elder Law from Stetson University. As a long time resident of Centre County, Amos’ many community service commitments include the Centre County Community Foundation Board of Directors; incorporator and solicitor with The Centre County Farmland Trust; Halfmoon Township solicitor; Foxdale Village agency solicitor; State College Friends School agency solicitor; Center County Bar Association, Centre County Legal Journal Associate Editor; University Baptist and Brethren church, church counsel. A 1974 graduate of Fordham University School of Law, he has practiced and been involved in the Centre County community since 1976. During that time, he has worked in a variety of matters from capital murder defense cases to class action prosecutions. His current clients include municipalities, banks and credit unions, large landlords, a retirement community, several homeowners associations, a number of businesses and many individuals. He is also solicitor to the Fraternal Order of Police Organization which includes central Pennsylvania police personnel. Mr. Goodall is a certified Elder Law Attorney by the National Elder Law Foundation and is a member of the National Academy of Elder Law Attorneys. He advises persons and families with estate planning concerns, competency issues and estate administrations. For a number of years, he was solicitor to the Register of Wills. He was awarded an Estate Practice certificate by the Pennsylvania Bar Institute. Mr. Goodall’s practice has included a number of cases of first impression, including, in 1978, the first proceeding under Pennsylvania’s then-homicide by vehicle law, in 1992, the first proceeding under Pennsylvania’s current guardianship law, and in 1999, the first proceeding before the Pennsylvania Charter School Appeal Board. Mr. Goodall has clerked for a number of judges including a New York City Criminal Court Judge (now NY Supreme Court Justice), a Federal Magistrate (now U.S. District Judge, S.D.N.Y.) and the Chief Judge of the U.S. District Court for the Middle District of Pennsylvania. Mr. Goodall studied at the American College in Paris, University of South Carolina and is a 1970 graduate of Franklin and Marshall College. Mr. Goodall has extensive involvement in community affairs. He has been solicitor to the Centre County Youth Service Bureau since 1977 and to the Centre County United Way since 1988. His community service awards include (1991) Pennsylvania Bar Association Pro Bono Service Award, (1992) Centre County Youth Service Bureau R. Paul Campbell Award, (1996) IOLTA Board Recognition Award, (2000) Clearwater Conservancy Award for Thompson Wood Project. With his children, he has been involved in serval international projects. A frequent lecturer on ethics and Elder Law topics, Mr. Goodall was a member of the Pennsylvania Judicial Inquiry and Review Board and is a Hearing Committee member for the Pennsylvania Disciplinary Board.

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 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, and is the co-author of a treatise, The Law of Financial Abuse and Exploitation (Bisel 2011). She authored chapters for the Research Handbook on Law, Society and Ageing, published in 2024 as part of a series on law and society handbooks offered by international publisher Edward Elgar. She is a 2024-2025 Fulbright Scholar in Canada and was in residence at the University of Ottawa in the Fall of 2024 as the Research Chair in Health Law, Policy and Ethics. Her earlier experience as a U.S. Fulbright Scholar (based at the Queen’s University Belfast, Northern Ireland, and working in Ireland, Portugal, and the U.K. in 2009-10), resulted in publications, including an article with an international, historical perspective on ethical concerns for attorneys representing older adults, entitled “The Lesson of the Irish Family Pub,” published by Stetson Law Review. She is a frequent writer and co-editor for the Elder Law Prof Blog. For additional updates you can follow her work on http://lawprofessors.typepad.com/elder_law/

Mr. Reardon is the founder of Reardon & Associates, LLC, a law firm in Wayne. He specializes in tax matters related to estate, business and compensation planning. The firm’s clients generally are family owned businesses, professionals, executives, and fiduciaries or beneficiaries of trusts and estates. Additional areas of specialty include estate administration; representation regarding business transactions, including sales and purchases of businesses; shareholder matters; buy-sell agreements; S Corporation and LLC planning; and life insurance planning. Mr. Reardon has spoken on tax and insurance planning topics at meetings of: The American College of Trust and Estate Counsel (Seminar at Annual Meeting); The American Institute of Certified Public Accountants Employee Benefits Conference; the Million Dollar Round Table; the Association for Advanced Life Underwriting; the Washington State Bar Association and Seattle Planning Council; the New York City Estate Planning Council; CLU Institutes and American College meetings; various PBI meetings, including the Estate Planning Institute since 2006; and other professional groups throughout the United States. Mr. Reardon wrote three colums per year from 2002 through 2023 on “Estate Planning Strategies” for the Journal of Financial Service Professionals. He is the author of S Corporations: Estate, Business and Compensation Planning (1992), and Working with S Corporations (1996, 2001), publications of the National Underwriter Company. His articles have also appeared in the Estates, Gifts and Trusts Journal; Estate and Financial Planners Quarterly; and other professional publications. He also developed the course materials and had been an instructor for many years for the Insurance Concepts course that was part of the Tax Management Seminars offered by KPMG Peat Marwick to its professional staff. Mr. Reardon is a graduate of the University of Connecticut (B.A.); Western New England College, School of Law (J.D.); Temple University (LL.M., Taxation); and has earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College. He is a Fellow of the American College of Trust and Estate Counsel and a member of its Business Planning Committee, and is the chairman of its Life Insurance Subcommittee. Mr. Reardon is a member of the Philadelphia, Pennsylvania, and American Bar Associations. He is a past president of the Delaware County Estate Planning Council and the Attorney/CPA Forum of Delaware County, and is also a member of the Philadelphia Estate Planning Council. He has been designated a Pennsylvania Super Lawyer® every year since 2009 and has received an AV® Peer Review Rating by Martindale Hubbell®.