Live Webcast
CC

Guardianship & POA Conference 2024


  • City:
  • Start Date:2024-09-18 09:00:00
  • End Date:2024-09-18 16:10:00
  • Length:
  • Level:Various
  • Topics:Elder Law

$399.00 ["ProPass"]

This program is eligible for 6 hours of CLE credit, including 1 hour of ethics, in 60-minute states. In 50-minute states, this program is eligible for 7.2 hours of CLE credit, including 1.2 ethics. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

This all-day webcast presents a detailed overview of guardianship and powers-of-attorney procedure and practice on two virtual tracts.  After an initial plenary session, pick and choose from eight one-hour breakout sessions and then end the day with an hour of ethics credit.  There will be a focus on the substantial revisions to the guardianship act that became effective in June 2024, as well as invaluable input from judges and practitioners from across the Commonwealth.

Faculty

Marianne Kreisher Esq., NCG, CELA

Ms. Kreisher is a Partner at Kreisher Marshall & Associates, LLC in Bloomsburg, where she practices in the areas of elder law, estate planning and administration, guardianship, special needs planning and estate litigation. She earned her B.A. from Penn State University in 1993 and graduated cum laude from Widener Law School in Harrisburg in 1996. Following law school, Ms. Kreisher worked in the Pennsylvania Attorney General’s Office for eight years as a deputy attorney general handling criminal appeals, grand jury investigations and criminal prosecutions. Ms. Kreisher is a certified elder law attorney (CELA) by the National Elder Law Foundation as well as a National Certified Guardian by the Center for Guardianship Certification. She is a member of the Pennsylvania Academy of Elder Law Attorneys, National Academy of Elder Law Attorneys, the National Guardianship Association, the Pennsylvania Guardianship Network, the Life Care Planning Law Firms Association, and she serves as the Vice-Chair for the Council of the Elder Law Section of the Pennsylvania Bar Association. Ms. Kreisher has served as adjunct professor at Central Penn College and is a regular presenter for the Pennsylvania Bar Institute continuing education programs. She is the Past-President of the Bloomsburg Area School Board, Bloomsburg Kiwanis Club and Columbia/Montour County Bar Association. 

David Jaskowiak Esq.

Mr. Jaskowiak is a sole practitioner in Jenkintown, PA, who has been in practice since 1987. He received a Bachelor of Arts from La Salle College (now, University) in 1977, graduating maxima cum laude. After several years working as a licensed real estate broker in the Commonwealth of Pennsylvania, he received his law degree from Temple University in 1987, graduating cum laude. His work in the area of elder law now focuses principally on litigation involving elder abuse, POA abuse and other financial exploitation issues, filial support, and guardianships.  He has previously presented for the Pennsylvania Association of Elder Law Attorneys (“PAELA”), the Pennsylvania Bar Institute, the Montgomery County Bar Association, the Elder Roundtable for Justice, and both the Lehigh and Montgomery County Estate Planning Councils.  He is admitted to practice in Pennsylvania, New Jersey, the United States District Courts for the Eastern and Middle Districts of Pennsylvania, and the Third Circuit.

James Ruggiero Jr., Esq.

Since 1990, Mr. Ruggiero has been helping families and business owners create estate plans aimed at transferring their legacy successfully to the next generation. He is owner of Ruggiero Law Offices LLC with offices in Paoli, and Center Valley, where he practices in the area of estate planning, estate administration, elder law, business law and real estate. His planning experience includes the use of wills, revocable and irrevocable trusts, IRA trusts, and life insurance trusts. From an administration perspective, he has overseen the administration of estate of varying degree of complexity including insolvent estates to those values exceeded 20 million and ten year estate accountings. Mr. Ruggiero has developed a niche in dealing with closely held small business owners in advising on formation, growth and succession of the business. He has advised clients on contract negotiations, employee contracts and disputes, patents, copyright, real estate lease and purchase. Mr. Ruggiero has achieved board certification as an Estate Planning Law Specialist, one of only a few to attain this in the country, awarded by The Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils in Cleveland, Ohio. Additionally, he has attained designation as an Accredited Estate Planner, awarded by the National Association of Estate Planners & Councils. Mr. Ruggiero has been recognized in Main Line Today and Philadelphia Magazine as a Top Attorney in Trusts & Estates & Elder Law and a Five Star Wealth Manager for numerous years. He is a board member of the Estate Planning Council of the Lehigh Valley, member of the National Academy of Elder Law Attorneys and former council relation committee member for the National Association of Estate Planners & Councils. Additionally, Mr. Ruggiero is the Pennsylvania partner for Elder Care Matters, a national directory of elder care resources, and member of the Chester County, Pennsylvania and American Bar Associations where he is active in the Elder Law, Probate and Trust Real Property Sections. Active in the community, he serves as the president of the board of the Planned Lifetime Assistance Foundation, past chairman of the Business Department Advisory Board of Immaculata University and past president of the Chester County Estate Planning Council. Throughout his career, Mr. Ruggiero has given countless presentations for the Pennsylvania Bar Institute, WealthCounsel LLC and the Trial Lawyers Association. He is often asked to serve as a course planner. His seminar topics have included PA Inheritance Taxes, Advanced Estate Planning Issues, Special Needs Trusts, Estate Planning for Retirement Assets and Retirement Asset Disclaimers, Business Succession Planning, and Planning for Persons with Diminished Capacity and Distribution of Assets Upon Death. He received his B.A. from Ursinus College and his J.D. from Widener University School of Law.

Charles Hadad Esq.

Mr. Hadad is a partner in The Lynch Law Group. He is Chair of the Firm’s Estates and Trusts practice group and a member of the Firm’s Corporate and Business Succession group. He concentrates his practice in the areas of estate planning, estate administration, probate, trust administration, real estate transactions and corporate and business planning. Mr. Hadad advises clients in all facets of estate planning and estate administration. He works with clients in the preparation of documents that fit their needs, including revocable and irrevocable trusts, special needs trusts and charitable gift/trust planning, and also 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. He is also an experienced litigator for Orphans’ Court and has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. Mr. Hadad has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh. He earned his J.D., with honors, from the Thomas M. Cooley Law School in Lansing, Michigan. He is a member of both the Pennsylvania and Allegheny County Bar Associations. He also is a member of the Allegheny County Bar Association Probate & Trust Section Council and Pittsburgh Estate Planning Council.

Nicole Labletta Esq.

Nicole B. LaBletta is licensed in the Commonwealth of Pennsylvania, the State of New York and the State of New Jersey and practices Estate Planning and Litigation. Ms. LaBletta has more than 17 years of legal experience and is affiliated with the following organizations: Montgomery County Bar Association, Pennsylvania Bar Association (Real Property, Probate, and Trust Law Section), Montgomery County Estate Planning Council, Philadelphia Estate Planning Council. Ms. LaBletta is a graduate of Fordham University Law School, New York, NY (2001), and received a Bachelor of Arts in Classics, Magna Cum Laude, at the College of the Holy Cross, Worcester, MA (1998). In her spare time, Ms. LaBletta enjoys spending time with friends and family and giving back to her community.

Thomas Dempsey Jr., Esq.

Mr. Dempsey is a Partner with the firm of Jones, Gregg, Creehan & Gerace, LLP in Pittsburgh. He graduated from the Duquesne University School of Law in 1987 and is a member of the Allegheny County and Pennsylvania Bar Associations. Mr. Dempsey’s practice is focused on litigation and appellate practice in the Orphans’ Court Division of various Courts of Common Pleas of Southwestern Pennsylvania in guardianship, fiduciary defense and prosecution, probate litigation, and similar cases. He is one of the founding members of the Allegheny County Bar Association Elder Law Committee. He has frequently been elected to the Allegheny County Bar Association Probate and Trust Section Council. Mr. Dempsey regularly presents educational seminars on behalf of the Pennsylvania Bar Institute. He is currently serving on the Pennsylvania Supreme Court Orphans’ Court Procedural Rules Committee and is a Candidate Investigator for the Pennsylvania Bar Association Judicial Evaluation Commission.

Richard Magee Jr, Esq.

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

Lois Murphy

Judge Murphy has been serving the Court of Common Pleas in Montgomery County since January 2010 and succeeded the Honorable Stanley R. Ott as Administrative Judge of the Orphans’ Court Division in January 2015. The Orphans’ Court Division approves adoptions and hears a wide variety of matters including terminations of parental rights, guardianships, will contests, trust and estate matters, and matters related to minor’s estates and non-profits. Judge Murphy is a member of the Pennsylvania Supreme Court’s Advisory Council on Elder Justice in the Courts and serves as the chair of the Orphans’ Court Section of the Pennsylvania Conference of State Trial Judges. Judge Murphy graduated from Harvard College in 1984, magna cum laude and Harvard Law School in 1987, cum laude. Judge Murphy served as a law clerk to the Honorable George C. Pratt of the United States Court of Appeals for the Second Circuit, then served as a trial and appellate litigator in the Civil Division of the United States Department of Justice, and then as in-house counsel to a national non-profit organization advocating for women’s rights. Judge Murphy practiced law at Morgan Lewis in Philadelphia and at Heckscher, Teillon, Terrill & Sager, in West Conshohocken, Pennsylvania. She is a frequent lecturer on topics including guardianships, access of justice for older adults, end of life decisions, Orphans’ Court practice and procedure, and the Pennsylvania Uniform Trusts Act.

John McNally III

Judge McNally was elected to the Court of Common Pleas of Dauphin County on November 7, 2017, with which he has served in the Civil Division since taking oath. He also serves as an Orphans’ Court Judge. Prior to his public service John’s practice of law was primarily devoted to civil litigation. He also served as Commissioner on the Pennsylvania Gaming Control Board (2013-2015). Judge McNally earned his B.S. degree from Penn State University in 1984 and his J.D. degree from Dickinson School of Law in 1988. 


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