Justin H. Brown is a partner at Ballard Spahr LLP where he is a member of Ballard’s Private Client Services Group, the Tax Group, the Blockchain Technology and Cryptocurrency Group, and the Artificial Intelligence Task Force.   A Fellow in the American College of Trust and Estate Counsel, he develops creative strategies for wealth transfer, asset protection, and business succession.  Justin also counsels fiduciaries on their duties and obligations in connection with the administration of estates and trusts.  A leader in the area of digital asset planning, he implements cutting-edge strategies to help clients plan for technologically innovative asset classes.   Justin is a co-host of “The Digital Planning Podcast,” which educates individuals about all things digital in estate planning, business planning, and estate administration.  Now in its fifth season, The Digital Planning Podcast is internationally known as one of the leading podcasts on digital estate planning.  Justin is an adjunct professor at Temple University’s James E. Beasley School of Law where he teaches income taxation of trusts and estates, and he is currently the Vice Chair of the Probate and Trust Division of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association.  A frequent writer and speaker, Justin was recently awarded ADL’s national Daniel R. Ginsberg Leadership Award in recognition of his work in ADL education.  He received his B.A. from Washington University in St. Louis, his J.D. from The American University Washington College of Law, and his LL.M. in Taxation from Villanova University School of Law. 

Rebecca A. Hobbs is a Principal with the law firm O’Donnell, Weiss Mattei, P.C. with offices in Pottstown and Phoenixville, Pennsylvania. She focuses her practice on elder law, special needs planning, Medicaid planning, guardianships, estate planning, estate and trust administration, and Veteran’s benefits. Rebecca is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. Rebecca is licensed to practice in both Pennsylvania and New Jersey. Rebecca is an accredited attorney for the preparation, preservation and prosecution of claims for veterans’ benefits before the United States Department of Veterans Affairs. From 2017 – 2024 Rebecca was selected for inclusion by the Pennsylvania Super Lawyers as a Rising Star in the field of elder law. She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA). Rebecca is also a member of the Montgomery Bar Association, serves on their Board of Directors and Executive Committee, and is a Co-Chair of the Elder Law Committee. Rebecca is a regular presenter on topics concerning Ethics, Estate Planning, Estate/Trust administration, and Elder Law for ElderCounsel, Pennsylvania Bar Institute (PBI), National Business Institute (NBI), and other CLE providers.

Mr. Clofine has practiced in York since 1985. His practice focuses primarily on estate planning and administration and elder law. He is a certified elder law attorney (CELA) by the National Elder Law Foundation. He is a frequent contributor to local newspapers and has authored over 300 articles on issues of estate planning and personal finance. He has been quoted and mentioned by USA Today, Money Magazine, Kiplinger’s Personal Finance, Kiplinger’s Retirement Report, Mutual Fund Magazine, The Wall Street Journal, Bloomberg Personal Wealth Manager and Fortune Magazine in articles dealing with estate planning and elder law. Mr. Clofine is a fellow of the American College of Trust Estate Counsel and a member of the Joint State Government Commission’s Advisory Committee on Decedents’ Estates Laws. He is a past president of the Pennsylvania Association of Elder Law Attorneys and the former chair of the Elder Law Section of the Pennsylvania Bar Association. He has been selected for inclusion in Pennsylvania Super Lawyers® in elder law every year since 2005 and has been included in the Best Lawyers in America since 2008 in the field of elder law. He is a 1978 cum laude graduate of Villanova University and a 1982 cum laude graduate of the University of Pittsburgh School of Law.

Charles Hadad is an Equity Partner and Chair of the Estates and Trusts Practice Group, and also serves as partner in charge for the firm’s Southpointe office. He concentrates his practice in estate administration, probate, estate planning, trust administration, corporate and business planning, and real estate transactions. Chuck counsels individuals and businesses in a variety of complex matters and enjoys working one-on-one with clients to help them reach their customized goals. Chuck has broad experience in advising clients in all facets of estate planning and estate administration. He works closely with clients in the preparation of documents that fit their customized needs, including revocable and irrevocable trusts, special needs trusts, SLATS, GRATS, QPRTS, asset protection, and charitable gift/advanced trust planning, and in preparing decedent final personal income tax returns, Federal Estate Tax returns, Pennsylvania Inheritance Tax returns, Federal Gift Tax returns, and fiduciary income tax returns for estates and trusts. An experienced litigator for Orphans’ Court matters across Western and Central Pennsylvania, Chuck has served successfully in capacity for The Commonwealth of Pennsylvania and represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty. and successful audits throughout the course of estate and trust administration. In the realm of business law, he focuses on helping clients with business formations, drafting and negotiating internal governance documents, and exit strategy, and business succession planning. Chuck has been named an outstanding faculty member by the National Business Institute (NBI). He also speaks frequently about estate planning, death tax planning, and estate and trust administration to various organizations and presents numerous continuing legal education seminars each year. He is a member of the Allegheny County Bar Association and its Probate & Trust Section, as well as the Washington County Bar Association. Chuck earned his J.D. with honors from The Thomas M. Cooley Law School in Lansing, Michigan, where he was a finalist for the Distinguished Student Award and received the Certificate of Merit in the Estate Planning course. He has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh.

Rebecca Levin Nayak, shareholder at Hangley Aronchick Segal Pudlin & Schiller, guides her clients through the complexities of adoption, assisted reproduction, surrogacy, and other means of creating and protecting families. She strives to ensure that the legal relationships between children and the adults who love and provide for them are secure, with considerable experience advising members of the LGBTQ+ community through the additional challenges they may face. Rebecca is a Fellow of the Academy of Adoption and Assisted Reproduction Attorneys, chairing the Academy’s ART Membership Committee. She is actively involved in legislative efforts, striving to pass HB 350, the Uniform Parentage Act in Pennsylvania, which aims to modernize and standardize parentage laws. Rebecca is a founding member of the National LGBTQ+ Bar Association’s Family Law Institute, an organization that enables experienced family law practitioners to discuss and develop cutting-edge legal strategies for representing members of the LGBTQ+ community. Rebecca also serves on the Board of Philadelphia Family Pride.

Jere Doyle is a Senior Director and an estate planning strategist for BNY Wealth. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. Jere is the co-author of Income Taxation of Trusts and Estates, a law school casebook published in 2023 by Carolina Academic Press. He is also the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company and a contributing columnist for Estate Planning Review – The Journal published by Wolters Kluwer and a member of its Editorial Board. Jere is an adjunct professor of law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving, Income Taxation of Estates and Trusts and the Tax Aspects of Marital Dissolution. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC, Bloomberg, Yahoo! Finance and CNN.

Ms. Trimmer is a partner in the Harrisburg area law firm of Daley, Zucker, LLC, where she concentrates in estate planning and administration, business organization and planning, Pennsylvania state and local taxation and agricultural law. She received her B.S. from the University of Pittsburgh and was awarded her J.D. from the Dickinson School of Law. She also received an associate’s degree in Business Administration from Harrisburg Area Community College. Ms. Trimmer served as Senior Assistant Counsel with the Pennsylvania Department of Revenue of the Office of Chief Counsel. She is also a Certified Public Accountant. She was elected as a Fellow of the American College of Trust and Estate Counsel in October 2019. Ms. Trimmer has made numerous presentations before professional organizations, including the PICPA conferences and Pennsylvania Bar Institute events. She is a member of the Pennsylvania, Dauphin County and Cumberland County Bar Associations and the Pennsylvania Institute of Certified Public Accountants. Ms. Trimmer is a past adjunct associate professor of law at the Dickinson School of Law of the Pennsylvania State University. She is a past president of the Estate Planning Council of Central Pennsylvania, Inc. Ms. Trimmer is a member of the Upper Allen Women’s Club and the General Federation of Women’s Clubs Pennsylvania, which is a women’s organization dedicated to community improvement by enhancing the lives of others through volunteer service. Ms. Trimmer served as state president of GFWC PA for the 2013-2016 term. She is currently serving as a member of the GFWC international Board of Directors as Chairman of the Civic Engagement committee.

Mr. Gray received his undergraduate degree from Penn State University and his law degree from Duquesne University School of Law. Julian is a frequent author and lecturer and for over a decade Julian has co-authored a monthly column on Elder Law in the Pittsburgh Post-Gazette. Mr. Gray has been recognized as a Pennsylvania Superlawyer and in Best Lawyers in America and is a member of the Special Needs Alliance, a national network of lawyers dedicated to Disability and Public Benefits law.

Brad’s practice involves all aspects of trust and estate planning and administration, focusing extensively on trust administration and fiduciary litigation.  Brad has spoken and written on issues concerning trust modification and change of situs. He presented at the Pennsylvania Supreme Court Orphans’ Court Rules Committee concerning representation of minor, unborn and unascertained beneficiaries in trust proceedings. Brad is currently chair of the Litigation Committee of the Philadelphia Bar Association’s Probate and Trust Law Section. Brad is on the Board of Directors of the Philadelphia Estate Planning Council and co-chairs the Council’s Outreach Committee.  Brad is also a former member of the Executive Committee of the Section and was former chair of that Section’s Legislative Committee. Brad is a Fellow of the American College of Trust and Estate Counsel (ACTEC), is named a Super Lawyer and is recognized as a Best Lawyer. In 2019, Brad was named a Lawyer on the Fast Track by The Legal Intelligencer as part of the publication’s annual Professional Excellence Awards.

Mr. Gusdorff is a partner with Heckscher, Teillon, Terrill & Sager, P.C. in West Conshohocken. His practice focuses on litigation involving trusts, estates, guardianships, and other fiduciary matters. He represents individual and corporate clients in a variety of Orphans’ Court and Register of Wills matters, including Will and trust interpretation cases, trust modifications, probate disputes, Will contests, guardianship proceedings, fiduciary surcharge actions and compensation disputes, and matters involving charitable organizations. Although Mr. Gusdorff focuses his practice on litigation, he also has extensive experience in estate planning, estate and trust administration, and the formation of charitable organizations. He continues to advise individual and corporate fiduciaries regarding estate and trust administration issues. Mr. Gusdorff frequently speaks and writes on matters concerning Orphans’ Court practice, including general practice and procedure, the use of expert witnesses, Will contests and other probate disputes, prosecuting and defending claims against an estate, practice under the Uniform Trust Act, and the Dead Man’s Rule. Mr. Gusdorff is a Fellow of the American College of Trust and Estate Counsel, and is a member of ACTEC’s Fiduciary Litigation and Fiduciary Administration committees. He is a member of the Pennsylvania, Philadelphia and Montgomery Bar Associations. Mr. Gusdorff is a past chair and co-chair of the Orphans’ Court Litigation Committee of the Probate and Trust Law Section of the Philadelphia Bar Association and serves on the Rules and Practice Committee of the Section. He was a member of the Section’s executive committee from 2010-2012 and 2022-2023. Mr. Gusdorff has been named a Super Lawyer in Estate and Trust Litigation from 2015 to the present and a Super Lawyer Rising Star in Estate and Trust Litigation in 2008, 2010 and 2011. He also has been listed in Best Lawyers in America for Trust and Estate Litigation from 2016 to the present, and for 2022 was named Best Lawyers “Lawyer of the Year” for Trust and Estate Litigation in Philadelphia. He graduated from The Pennsylvania State University, where he received his bachelor’s degree in history in 1990. In 2001, Mr. Gusdorff graduated magna cum laude from the Temple University James E. Beasley School of Law, where he served as a note and comment editor of the Political and Civil Rights Law Review. He was an adjunct professor for 13 years in Temple’s graduate tax program, where he taught a class with Pennsylvania Superior Court Judge Anne E. Lazarus on Orphans’ Court pleading and trial practice. Before attending law school, Mr. Gusdorff worked for eight years as a sports writer in suburban Philadelphia and won a Keystone Press Award for outstanding sports writing in 1998.

Patti S. Spencer, Esq., trusts, estates and tax attorney, is a nationally recognized author and educator. Ms. Spencer has been recognized by the legal profession for her educational commitment and her work with families, individuals, businesses, attorneys and accountants. She serves as a peer-nominated fellow of the American College of Trust and Estate Counsel (ACTEC). Ms. Spencer serves private trustee and/or executor and as an expert witness in estate tax, estate planning, and fiduciary matters. She specializes in federal estate planning, gift and generation-, skipping tax planning, estate and trust administration, business succession planning, tax planning for qualified plan distributions, and fiduciary income tax, corporate tax planning.

Mr. Kline’s practice is devoted to estate planning and estate and trust administration. He also counsels clients in the creation and operation of private foundations and public charities and other forms of charitable gifts. Mr. Kline writes and lectures on estate and charitable planning topics. He is a Fellow of the American College of Trust and Estate Counsel and a member of other professional groups that advance the study of trusts, estates, and charities. He is admitted to practice in Pennsylvania, New Jersey, and Florida, and in various federal courts. Mr. Kline holds law degrees from the University of Pittsburgh (J.D.) where he was executive editor of the Law Review, Temple University (LL.M. in Taxation), and Columbia University School of Law (LL.M.).

Kendra is a fiduciary litigation attorney who focuses her practice on resolving complex legal issues involving trusts, estates, powers of attorney and guardianships. She primarily represents fiduciaries, including individuals and professional fiduciaries such as banks and trust companies and has more than 35 years of experience helping her clients manage fiduciary risks, interpret trust documents, and handle legal matters related to trusts and estates in Pennsylvania courts. Kendra currently serves as the Chair of the State Orphans’ Court Rules Committee and is a court appointed member of both the Pennsylvania Supreme Court’s Advisory Council on Elder Justice in the Courts as well as the Joint State Commission Advisory Council on Decedents’ Estates. Kendra is active with the Lancaster Bar Association as the past-Chair of Law Review Committee and Nominating Committee and is a past Member of Judiciary Committee and Board of Directors. She has also served on the Lancaster County Orphans’ Court Rules Committee. She has been recognized by Best Lawyers® for 10 consecutive years for her work in Commercial Litigation and Litigation – Trusts and Estates and was designated Lawyer of the Year – Fiduciary Litigation in 2017 and 2023. She is also recognized as a Super Lawyer® and has been rated AV Preeminent by Martindale Hubbell for 10 consecutive years. She has been recognized by the Central Penn Business Journal as a Woman of Influence and has been designated as a top attorney by Philadelphia Magazine. Passionate about her community, Kendra has served on several boards and is currently on the Executive Committee of the Economic Development Corporation of Lancaster, where she also serves as the Chair of the Diversity, Equity and Inclusion Committee. Kendra received her J.D. from the University of Pittsburgh School of Law and her B.A. from Franklin & Marshall College.

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.

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.

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®.

Judge McNally was elected to the Court of Common Pleas of Dauphin County on November 7, 2017, and serves in the Family Law Division. He also serves as an Orphans’ Court Judge, presiding over Guardianship matters, and is honored that Dauphin County was selected to implement the OEJC Legal Services Organization Pilot Project. . Since 2022, Judge McNally has served on the Orphans’ Court Procedural Rules Committee. Prior to his public service, he practiced civil litigation since 1988 and was accredited by the Veterans’ Administration to represent Veterans pursuing benefits available to them. Judge McNally served as President of the Dauphin County Bar Association (2003) and as Commissioner on the Pennsylvania Gaming Control Board (2013-2015). Judge McNally is a graduate of Central Dauphin High School and earned his B.S. degree from Penn State University in 1984 and his J.D. degree from Dickinson School of Law in 1988. John is the proud father of three children and enjoys active participation in their many activities and endeavors

Robert M. Maxwell is a Senior Estate Accountant for Morgan, Lewis & Beckius LLP where he prepares estate and gift tax returns for clients of the firm and consults on estate related matters. He is an adjunct professor at the Villanova University Charles Widger School of Law where he teaches Decedents’ Estates and Trusts as well as Wealth Tax and Fundamentals of Testamentary Planning in the Graduate Tax Program. He currently serves as Chair of the Probate and Trust Law Section of the Philadelphia Bar Association. Prior to March of 2023, Mr. Maxwell worked at The Glenmede Trust Company, N.A. for over 23 years, where he most recently served as Director of Estate and Trust Settlement in Glenmede’s Philadelphia office for the last nine years. He was responsible for oversight of all aspects of estate administration for estates where Glenmede served as executor including preparation of death tax returns, post-mortem planning, and management of the court accounting group that prepares accountings for trusts and estates as required by the Courts. Before joining Glenmede in 1999, Mr. Maxwell was employed by First Union National Bank, first as an administrative officer in the Equipment Leasing Department and then as a tax officer in the Death Tax Unit. Mr. Maxwell has been a lecturer and author for the Pennsylvania Bar Institute and other professional continuing education organizations on such topics as Federal Estate and Gift Tax Preparation, Pennsylvania Inheritance Tax Preparation, Federal Estate Tax Portability, Generation-Skipping Transfer Tax, Powers of Appointment, and the Responsibilities, Risks, and Rewards of Estate Settlement. Mr. Maxwell received a Bachelor of Arts degree and a Master of Arts degree in Anthropology from the University of Pennsylvania (1984 and 1986). He received a Juris Doctor degree from Villanova University School of Law (1989) and is licensed to practice law in Pennsylvania and New Jersey. He is also a member of the Philadelphia Estate Planning Council. Mr. Maxwell holds the Accredited Estate Planner® designation. He lives in Montgomeryville, Pennsylvania, with his wife, Julia R. Toner, Esq. (JD, Villanova Law, 1989) and Franklin the Welsh Terrier.

Ms. Kosteva is a shareholder of Heckscher, Teillon, Terrill & Sager, P.C. in West Conshohocken, PA. She received her B.S. in Accountancy, summa cum laude, and M.S. in Accountancy (Taxation), magna cum laude, from the University of Notre Dame in South Bend, Indiana, and her J.D. from the University of Virginia School of Law in Charlottesville, Virginia. Prior to joining Heckscher, Teillon, Terrill & Sager, Ms. Kosteva was an associate in the Private Wealth Services group of McGuireWoods, LLP in Richmond, Virginia. She also clerked for the Honorable James C. Dever, III, United States District Judge for the Eastern District of North Carolina, in Raleigh, North Carolina. Ms. Kosteva focuses her practice on estate planning, trust and estate administration, and estate and gift taxation. She is a Fellow of the American College of Trust and Estate Council (ACTEC). She is a Past President and Board Member of the Montgomery County Estate Planning Council and a member of the Philadelphia Estate Planning Council. She serves as an adjunct faculty member at the Temple University Beasley School of Law, where she co-teaches an estate planning drafting course to JD and LLM students. Ms. Kosteva is a member of the Pennsylvania, Philadelphia and Montgomery County Bar Associations, including the relevant probate sections, and a member of the American Bar Association, Real Property Trust and Estate Law Section.

Mr. Hagerman is a partner of the law firm of Abernathy & Hagerman, LLC in Allison Park. The basis of his practice includes transactional law encompassing estate planning, estate/trust administration, 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.

Mr. Herne currently serves as the Chief Deputy Attorney General for the Pennsylvania Office of Attorney General, in charge of its Charitable Trusts and Organizations Section, which performs the office’s supervisory role of property committed to charitable purposes. He received his B.S. from the University of Scranton and J.D. from Duquesne University School of Law. He is a member of the Pennsylvania and Allegheny County Bar Associations, and served on the council for the Allegheny County Probate and Trust Law Section. He lectures frequently before universities, financial institutions and professional groups.

Peter E. Moshang, Esq., joined Brown Brothers Harriman in 2022 as a Wealth Planner in the Philadelphia Private Banking office. Peter provides guidance to families and individuals on all aspects of their estate planning, including generational transfer of family wealth, business succession, philanthropy, next generation education and tax minimization. Previously, Peter was a Partner in private legal practice at Heckscher, Teillon, Terrill & Sager, P.C., where he focused his practice on estate and gift planning, estate and trust administration and closely held business succession planning. Peter currently serves on the Executive Committee of the Philadelphia Bar’s Probate and Trust Law Section. Peter is admitted to practice law in Pennsylvania, New Jersey and Florida, and is a member of the Pennsylvania, Philadelphia and Montgomery County Bar Associations. He is also a member of the Philadelphia Estate Planning Council and Montgomery County Estate Planning Council. Peter was named a Pennsylvania Super Lawyers Rising Star in 2019, 2020, 2021 and 2022, and was named Best Lawyers: Ones to Watch in America for 2023. Peter received his B.A. in Political Science and Economics, summa cum laude, Phi Beta Kappa, from the University of Richmond, and his J.D., cum laude, from Boston University School of Law, where he was the Editor-in-Chief of the American Journal of Law & Medicine.

Ms. Nevins is a shareholder in Stevens & Lee’s Trusts and Estates practice group and concentrates ber practice in Orphans’ Court matters, including the administration and settlement of trusts and estates, trust reformations, guardianship proceedings and administration, and litigation involving fiduciary matters and the interpretation of estate planning documents. She advises clients on matters of regulatory compliance by corporate fiduciaries. She regularly works with nonprofit organizations, particularly higher education and health care institutions, on the administration of endowment funds, gift planning and compliance with gift restrictions, and reformation of charitable trust and gift instruments, and is experienced in the application of Pennsylvania’s cy pres doctrine. She received her BA from the University of Maryland in 1999 and her ID from The Dickinson School of Law of The Pennsylvania State University in 2005.

Mr. English is a partner at Mannion Prior, LLP. His practice is exclusively in litigation involving trusts, estates, guardianships and other fiduciary matters. Mr. English has represented both individuals and corporate clients in a variety of matters in the Orphans’ Court and the Civil Division of the Court of Common Pleas of Pennsylvania, including will contests, trust disputes, estate and trust administration litigation, and including fiduciary surcharge actions, as well as guardianship matters. Mr. English has also appeared on appellate matters before the Superior and Commonwealth Courts of Pennsylvania. Mr. English is currently President of the Bucks County Estate Planning Council. Mr. English is a former Chair of the Bucks County Bar Association Orphans’ Court Section and a former Chair of the Montgomery Bar Association Probate and Tax Section. Mr. English is also an active member of the Philadelphia Bar Association’s Probate and Trust Law Section. Mr. English is a frequent lecturer on fiduciary litigation issues. Mr. English came to Mannion Prior from Morgan, Lewis Bockius LLP in Philadelphia, where he was in the Litigation Practice Group. Mr. English is also a Certified Mediator, specializing in fiduciary litigation matters. Mr. English also served as an arbitrator in the Compulsory Arbitration Program for the Court of Common Pleas of Philadelphia County. Mr. English earned his J.D. from Seton Hall University School of Law, where he was a member of the Honor Council and a member of the Sports Law Journal. Mr. English earned his Bachelor of Arts in Psychology from Wake Forest University. Mr. English is admitted to practice in the state and federal courts of both Pennsylvania and Massachusetts.

Kristen, Co-Partner-in-Charge of the firm’s Pittsburgh office, brings over 25 years of experience in both federal and state courts. She focuses on probate, estate, and trust litigation, and has a broad background in general litigation, including product liability and toxic tort cases. Kristen serves as counsel for a diverse range of clients, including nonprofits, corporate fiduciaries, and individual trustees and executors. Her extensive experience encompasses will contests, estate settlements, estate litigation, accountings, guardianship matters, and representation of both corporate and private beneficiaries and fiduciaries. Additionally, Kristen is skilled in estate planning, helping clients protect and preserve personal wealth. She is an active member of the Allegheny County Bar Association and the Pennsylvania Bar Association. Kristen has previously served on the Pennsylvania Supreme Court Orphans’ Court Rules Committee as well as the Pennsylvania Supreme Court Civil Rules Committee. Kristen earned her B.A. from Fairfield University and her J.D. from Duquesne University School of Law.

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.

Professor Donaldson is an interim associate dean of Academic Affairs and professor of law at Georgia State University College of Law. Prior to joining the College of Law in 2012, Professor Donaldson was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. Professor Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. He is a nationally recognized speaker on federal taxation and estate planning at professional conferences and continuing education seminars. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law. An amateur crossword constructor, Professor Donaldson’s puzzles have been published in The New York Times, The Washington Post, The Wall Street Journal, and other outlets.

Luke M. Edmondson joined KMS Law Offices, LLC in 2021, and his practice is focused on estate planning and fiduciary counseling. Luke earned his B.A. in English from Penn State University, his J.D. from the Syracuse University College of Law, and his LL.M. in Taxation from the Temple University Beasley School of Law. Following law school, Luke clerked for the Honorable Catherine Fitzpatrick in the Superior Court of New Jersey in Trenton, New Jersey. Luke is the current Chair of the Technology Committee for the Probate Section of the Philadelphia Bar Association, and he has been nominated to attend the American College of Trust and Estate Counsel (ACTEC) Mid-Atlantic Fellows Institute in 2024.
Luke is admitted to practice in Pennsylvania.

Daniel is a nationally respected trust and estate lawyer who provides sophisticated and valuable advice on complex trust issues and fiduciary litigation. Daniel brings a wealth of experience in Delaware trust law to the individual and corporate clients that he serves. He is well versed in the unique and complex aspects of Delaware trusts and is frequently sought after as an authority in the field. Daniel drafts Delaware trusts, including directed trusts, dynasty trusts, and self-settled asset protection trusts, for local, national and international clients. He also works with clients and their advisors to transfer the situs of existing trusts created in other jurisdictions to the State of Delaware, and advises on utilizing the various methods available under Delaware law to modify trusts, including decanting, merger, nonjudicial settlement agreements, and modification agreements, as well as the potential income, gift, estate, and generation-skipping transfer tax consequences of such methods. Daniel provides robust representation and sound counsel to individual and corporate trustees and other fiduciaries. He advises trustees regarding ongoing trust administration as well as best practices concerning fiduciary operations. He also advises trustees and fiduciaries on their legal and fiduciary obligations to improve compliance, manage costs of administration, and how to minimize their risk exposure. Daniel is a familiar figure in the Delaware Court of Chancery, whether petitioning the court for instructions relating to difficult trust administration matters or resolving fiduciary litigation. He is a skilled advocate for his clients and respected by his peers and colleagues in the Delaware bar and judiciary. He has been recognized by legal industry organizations for his skills in trust and estate planning and honored as a fellow of the American College of Trust and Estate Counsel (ACTEC), an organization reserved for lawyers who demonstrate the highest level of professionalism in wills and trusts, estate planning, and tax law. Daniel lives in Hockessin, Delaware with his wife, Stephanie, and their three children.

Keith Hinkel Jr. is the Assistant Director for the Office of Elder Justice in the Courts (OEJC) at the Administrative Office of the Pennsylvania Courts (AOPC). Mr. Hinkel works closely with the Advisory Council on Elder Justice, and other divisions of the AOPC, on various projects related to issues involving guardianship, elder abuse and neglect, and access to justice affecting the Commonwealth’s elders. Prior to joining the OEJC, Mr. Hinkel worked as an AOPC Information Technology systems trainer for the common pleas courts for over six years. Mr. Hinkel has a Masters of Public Administration and a bachelor’s degree in Adult Education, with over 17 years of experience providing training and analytical work.

Megan K. Horwitz counsels clients to reach their unique wealth management and business objectives. She focuses her practice on personal wealth transfer planning; estate and trust administration; estate, gift and generation-skipping transfer tax planning; closely held business succession planning; fiduciary income tax issues; and charitable planning.
Ms. Horwitz draws on her prior extensive experience in Dechert’s corporate and securities group where she gained expertise in connection with mergers and acquisitions, private equity transactions, securities offerings, as well as shareholder arrangements, corporate governance and formation of business entities. Her prior experience as a certified public accountant working for Ernst & Young is also relevant to her practice. Ms. Horwitz’s pro bono experience includes the general representation of a significant not-for-profit organization and preparing estate planning documents for low-income clients.

Patrick McCormick is an attorney with fifteen years of experience, focusing his practice on international taxation. Patrick represents both business and individual clients on all aspects of United States international tax rules, both from an income tax and estate/gift tax perspective. Having previously served as a partner at large law firms, an accounting firm, and a boutique tax law firm, Patrick’s client exposures have covered every conceivable area of American-side international tax matters. Patrick has worked with clients located in over 110 countries on American tax considerations of multinational activities, cultivating specialized knowledge in every area of United States international tax rules. His practice focus has facilitated an unparalleled expertise in the field; Patrick is trusted by clients and advisors around the world to obtain optimal results on international tax matters. Patrick is licensed to practice in Pennsylvania and New Jersey. and regularly assists clients (particularly multinationals) with estate planning needs in these jurisdictions. Patrick has also represented every type of taxpayer – from multibillion-dollar business enterprises and ultra-high net worth individuals to startups and individuals with complex questions but limited budgets. Patrick also regularly handles all aspects of domestic tax work for clients who first seek his advice on international-focused matters. When counseling individual clients, Mr. McCormick assists with residency planning, asset ownership structuring, and minimization of global income tax bills for foreign-sourced income items. His business client representation includes an extensive scope of multinational transactions, including classification of foreign entities, options for structuring multinational transactions, and minimization of American anti-deferral tax mechanisms. Mr. McCormick’s specific and comprehensive practice allows him to assist clients when international factors are most relevant. Patrick is a primary and prolific authority on tax matters. He has spoken on all aspects of international tax to hundreds of thousands of attendees around the globe, functioning as the primary international tax resource for national organizations including CPAacademy.org, Strafford, Lawline, and Leimberg Information Services. Patrick has presented for the American Bar Association, the American Immigration Law Association, and state and local bar associations around the United States. He has been a regular contributor to America’s premier tax law publications, including Tax Notes, Journal of Taxation, Tax Notes International, Law360, and Practical Tax Lawyer. Patrick resides in the Philadelphia area; when not working, his favorite activity is spending time with his five-year-old daughter. Patrick enjoys an active lifestyle, regularly engaging in long hikes with his trusted dog Laci. He is also an avid sports fan, particularly enjoying soccer and basketball.

Cara Mia Pinto is a trademark attorney who supports clients across all industries ranging from multinationals to start-ups. She regularly advises on trademark portfolio development, management and maintenance as well as trademark clearance, prosecution, protection and enforcement. Her experience includes the selection and registration of trademarks in the U.S. and abroad, proper trademark usage, navigating opposition and cancellation proceedings, filing trademark applications and overseeing post-registration maintenance. She also advises on privacy policies and terms of use agreements. Cara is also a registered patent attorney and is methodical in her preparation and prosecution of patent applications before the USPTO. She has a track record of successfully managing utility and design patent applications and has deep experience with respect to surgical techniques and medical devises. She also offers clients strategic guidance on patent portfolio development, maintenance and enforcement. Cara’s previous roles include positions at K&L Gates and IBM.

Amy S. Ufberg, chair of the private client group at Dechert LLP, focuses her practice on estate planning, charitable planning, and estate and trust administration. She has particular experience with succession planning for individuals with interests in closely held businesses. Ms. Ufberg has crafted and implemented many sophisticated wealth transfer plans for individuals and large family groups and handles the administration of large, complex estates and trusts in multiple jurisdictions. She also represents several large charitable foundations. Ms. Ufberg also counsels clients on estate and trust litigation matters. In 2022, Ms. Ufberg was ranked by Chambers USA as one of the top lawyers for Private Wealth Law in Pennsylvania, where one interviewee noted that her “practice is extremely sophisticated, and she constantly surprises me at the amount of knowledge she has at her fingertips,” says one source, while another adds: “She is always at the forefront of sophisticated planning techniques.” Ms. Ufberg has also been recognized by The Best Lawyers in America and was named “Trusts and Estates Lawyer of the Year” in Philadelphia in its 2018 edition. Ms. Ufberg received her J.D. from Temple University Beasley School of Law and her B.A. from the University of Pennsylvania.

Ms. Thomas serves as Executive Director of MidPenn Legal Services, a non-profit law firm that provides civil legal services for low-income residents and survivors of domestic violence and sexual assault in eighteen counties in Central-Pennsylvania. She graduated magna cum laude from Syracuse University with a B.S. in Education and received her J.D. from Widener Commonwealth Law School. Ms. Thomas is active in the civil legal aid community, where she currently serves as Chair of the PA Project Directors Association, Past Chair of the National Legal Aid and Defender Association Board of Directors and represents NLADA in the ABA House of Delegates. She is also a member of PBA and serves in the PBA House of Delegates. Ms. Thomas has trained at national conferences on issues of Diversity, Inclusion and Implicit Bias, Board Development and Succession Planning and she has served as an adjunct Professor at both the Penn State Dickinson Law and Widener Commonwealth Law Schools.

Elaine T. Yandrisevits is a partner with Antheil Maslow & MacMinn, LLP, in Doylestown, Pennsylvania, where she focuses her practice on estate planning, asset protection and wealth transfer planning, planning for retirement and life insurance benefits, probate and estate administration, trust administration, and estate and trust fiduciary litigation matters. Elaine counsels individuals and families to design and implement their estate plans through core planning documents such as Wills, Revocable Trusts, Powers of Attorney and Healthcare Advance Directives/Living Wills. Additionally, Elaine advises high net-worth individuals about the effects of the Federal Estate Tax, Federal Gift Tax, and Generation-Skipping Transfer Tax on their estate plans, and develops more advanced documents where appropriate, including Irrevocable Life Insurance Trusts, Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, Qualified Domestic Trusts, Charitable Remainder/Lead Trusts, among other techniques. In fiduciary litigation matters, Elaine represents fiduciaries and individuals before the Orphans’ Court and Surrogate’s Court, including will contests, trust modifications, petitions for allowance, and accountings. Elaine is active in the Bucks County Bar Association, where she is serving her first term as Secretary on the Executive Board. Elaine is the current chair of the Member Services Committee and a past chair of the Bench-Bar Conference Committee, Orphans’ Court Section, and Young Lawyers Division. She received the Bucks County Bar Association’s President’s Award in 2022 and 2024. Elaine is a member of the Pennsylvania Bar Association’s Real Property, Probate, and Trust Section Executive Council and has been the Young Lawyers Division Zone 9 Co-Chair since 2022. She was selected for the Pennsylvania Bar Association’s Bar Leadership Institute Class of 2022-2023. Elaine has been named a Pennsylvania Super Lawyers “Rising Star” in the areas of estate planning, probate, and estate and trust litigation since 2020. Elaine earned her undergraduate degree, cum laude, from the University of Delaware and her Juris Doctor from Drexel University Thomas R. Kline School of Law. Elaine also holds an LL.M. in Taxation and Estate Planning Certificate from the Villanova University Charles Widger School of Law Graduate Tax Program. She is licensed to practice law in Pennsylvania and New Jersey and before the United States Tax Court.

Marc J Wertheimer, MD received his Bachelor of Arts degree from Swarthmore College and his Doctor of Medicine at Jefferson Medical College of Thomas Jefferson University. He completed his internship and residency in internal medicine at Lankenau Hospital. He was clinical associate professor at the University of Pennsylvania. His specialty certification was in internal medicine. While now retired, he had been on active staff at Hospital of University of Pennsylvania, Riddle Memorial Hospital, consulting staff at Crozer-Chester Medical Center. He was a member of the American Medical Association, the American College of Physicians, the Pennsylvania Medical Society and the Delaware County Medical Society. He had been a participant in clinical research at the University of Pennsylvania and one jointly sponsored by Columbia University and a private research lab. He also participated in teaching medical students from the University of Pennsylvania. He rotated through practice and comprehensive attendance to clinical care for internal medicine patients. Most important, he had an active medical practice in internal medicine for many years. He was in the “trenches” with assisting patients in understanding advance directives, living wills and at times helping families in making decisions to carry out the wishes of his patients.

Courtney is a litigator and Member (partner) at McNees Wallace & Nurick. Her practice focuses on fiduciary and guardianship litigation. She handles complex matters involving trusts, estates, powers of attorney, and guardianships. Courtney represents petitioners, professional guardianship agencies, and corporate fiduciaries in guardianship matters, as well as individuals and professional fiduciaries, including banks and trust companies, in sophisticated trust matters. She advises clients on the interpretation of trust documents, fiduciary risk management, and guardianship proceedings in Orphans’ Courts throughout Pennsylvania. While a strong advocate in the courtroom, she is equally focused on achieving practical resolutions that align with her clients’ goals. In addition to her practice, Courtney leads The Vista School Pro Bono Project, providing legal services to parents of adult children with disabilities seeking to obtain guardianships. She was recently recognized as a 2025 Rising Star® by Super Lawyers®. Courtney received her J.D. from the Dickinson School of Law in Carlisle, PA, and her B.S. from Shippensburg University.

Alexandra M. Sipe is a partner of Bybel Rutledge LLP where she is chair of the Wealth, Estate, Trust Planning and Administration Division. Ms. Sipe focuses on estate planning for individuals, succession planning for family farms, advising individual and corporate fiduciaries on trust and estate administration legal issues. Ms. Sipe crafts creative and practical trust and estate solutions for her clients. Employing a collaborative approach with a team of estate and succession planning professionals, she delivers well-rounded solutions with active participation from her client’s additional advisors.

The Honorable Lisa M. Grayson is currently the Register of Wills and Clerk of the Orphans’ Court for Cumberland County, Pennsylvania.  She recently retired after serving in the United States Air Force and Pennsylvania Air National Guard as a Judge Advocate General (JAG) attaining the rank of Lieutenant Colonel.  Prior to taking office in 2014, Ms. Grayson was a staff attorney for the United States District Court, Middle District of Pennsylvania, concentrating on death penalty and pro se cases. Prior to working for the Court, Ms. Grayson was in private practice, handling diverse matters in civil, criminal, and orphans’ court matters focusing on wills & probate, real estate, family, dependency, municipal, and mental health law.  Ms. Grayson is an active member of the Pennsylvania Bar Association, currently the co-chair of the Military and Veterans Affairs committee and Cumberland County Bar Association, currently serving as a director of the board.  Ms. Grayson is a graduate of the Dickinson School of Law and Pennsylvania State University. 

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.

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.

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. Chatha is equity shareholder and the Chair of the Estates & Trusts and Fiduciary Services practice groups at Tucker Arensberg, P.C. Ms. Chatha focuses her practice on estate and trust planning and administration, focusing on fiduciary representation. special needs and long-term issues. Ms. Chatha represents individuals and fiduciaries in all areas of estate planning and wealth preservation, and healthcare providers in an array of estate and public benefit matters. Past experience as legal counsel with the Pennsylvania State Medicaid (Medical Assistance) Agency, the Department of Public Human Services (formerly Public Welfare), and knowledge of Orphans’ Court practice and fiduciary duties assist her in providing comprehensive representation to clients in a variety of complex situations. Ms. Chatha received her J.D. from the University of Pittsburgh School of Law and obtained a B.A., summa cum laude, from the University of Pittsburgh. Nora is a fellow of the esteemed American College of Trust and Estate Counsel (ACTEC). ACTEC membership is based on professional reputation, knowledge in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching, and bar activities and is also a Certified Elder Law Attorney by the National Elder Law Foundation