Estate Law Institute 2025: E-Book

Your Definitive Resource for Trusts, Estates, and Wealth Transfer in Pennsylvania

Missed the 2025 Estate Law Institute? You can still get the benefit of every case update, tax change, and planning strategy discussed at the state’s premier estate law event — all in this comprehensive, searchable e-book.

Curated by leading estate planning attorneys, fiduciary litigators, and tax professionals, the 2025 Estate Law Institute E-Book compiles the full written materials from both days of the program, offering practical guidance for every phase of estate and trust administration.

Across more than 500 pages, this e-book delivers in-depth content on:

• Pennsylvania Case Law & Legislative Updates: A full review of recent appellate decisions impacting trusts, probate, guardianships, and Orphans’ Court practice — plus key legislative changes that affect inheritance tax, electronic wills, and fiduciary powers.
• Federal Tax Developments: Up-to-date coverage of estate, gift, and generation-skipping transfer (GST) tax planning in light of current IRS regulations and sunset provisions — including portability, basis step-up strategies, and trust structuring.
• Trust Drafting, Modification & Decanting: Real-world examples and sample clauses for adapting trust terms using Pennsylvania’s decanting statute, nonjudicial settlement agreements, and trust protector powers.
• Fiduciary Litigation & Dispute Resolution: Guidance for navigating conflicts between trustees and beneficiaries, removal proceedings, surcharge claims, and mediation tactics.
• Ethics for Estate Planners & Executors: Explore potential conflicts of interest, duties in dual representation, and best practices for avoiding malpractice in will drafting and administration.
• Elder & Special Needs Planning Integration: Learn how to blend estate planning with public benefits eligibility, long-term care planning, and special needs trusts — especially in complex family dynamics.

Full author details can be found within the materials.