This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Fiduciaries have a legal responsibility to act in the best interest of another party, and in so doing, they are required to uphold various duties on behalf of those parties they serve. Learn from our knowledgeable and experienced faculty as they take registrants through the lifecycle of a fiduciary's administration, beginning with planning and administration, all the way through potential missteps, avoiding litigation, and finally—when unavoidable—counseling a fiduciary in the context of litigation. Along the way, our faculty will touch upon best practices in counseling a fiduciary on the fulfillment of his, her or its duties and obligations in a professionally ethical manner.
Recorded in March 2025.
Faculty
John Higgins, Esq.
Mr. Higgins is a partner at Mannion Prior, LLP. His practice focuses on litigation involving trusts, estates, guardianships, powers of attorney, and other fiduciary litigation matters before the Orphans’ Court Division of the Court of Common Pleas, Register of Wills, and the Pennsylvania Superior and Commonwealth Courts. He is a member of the Pennsylvania, Philadelphia, and Montgomery Bar Associations, and serves as Chair of the Legislation Committee of the Probate and Trust Law Section of the Philadelphia Bar Association. Mr. Higgins has been named a Super Lawyers Rising Star® in estate and trust litigation each year since 2020 and was honored as a Lawyer on the Fast Track by ALM at its Pennsylvania Legal Awards in 2024. Before joining Mannion Prior in 2018, Mr. Higgins clerked for the Honorable Richard M. Hughes, III, of the Luzerne County Court of Common Pleas. Mr. Higgins is a graduate of Colgate University (B.A., Classics), the Penn State Dickinson School of Law – Carlisle (J.D.), and King’s College London (LL.M.).
Daniel R. Boose, Esq.
Daniel R. Boose, Esquire, is a partner at the law firm of Smith Kane Holman, LLC, with offices in Malvern and Philadelphia. He limits his practice to fiduciary and commercial litigation, and frequently litigates will contests, trust contests, fiduciary removal actions, surcharge actions against executors, trustees, and agents under power of attorney, and guardianship matters. Mr. Boose also has experience litigating matters involving trust modification, and represents beneficiaries, trustees, and executors in various other cases involving estates and trusts. In addition to practicing in the Orphans’ Court throughout the Commonwelath of Pennsylvania, Mr. Boose also handles Orphans’ Court appellate litigation matters. Mr. Boose was recognized by Best Lawyers ® for his practice in Litigation – Trusts and Estates in 2025, and was previously recognized by Best Lawyers: Ones to Watch ® for his practices in Litigation – Trusts and Estates and in Commercial Litigation in 2024. Mr. Boose was also recognized as a “Pennsylvania Super Lawyers Rising Star” for 2021 through 2024 in the practice area of estate and trust litigation. Mr. Boose received his B.B.A. from The University of Georgia, and his J.D. from Villanova University School of Law. He is a member of the Philadelphia and Montgomery County Bar Associations.
Chloe Mullen-Wilson, Esq.
Chloe Mullen-Wilson joined the Pile Law Firm in 2025 as a Senior Associate Attorney and focuses her practice on Orphans’ Court litigation, estate and trust administration, guardianships, special needs trusts, real estate and corporate matters. Chloe graduated from Seton Hall University, summa cum laude, where she majored in Spanish and History while minoring in Philosophy and Women’s Studies, and subsequently graduated from Temple University Beasley School of Law, cum laude. During law school, she clerked for the Honorable Petrese B. Tucker of the U.S. District Court for the Eastern District of Pennsylvania and for the Honorable Anne E. Lazarus of the Pennsylvania Superior Court. Chloe currently serves as the Chair of the Diversity Committee of the Probate and Trust Law Section of the Philadelphia Bar Association. In addition to being a member of the Philadelphia Bar Association, she is also a member of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association, and the Probate and Tax Section of the Montgomery Bar Association.
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