This program is eligible for 6 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 7.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
ProPass does not apply to this program.
Overview
This 6-credit course provides a comprehensive examination of the legal, practical, and ethical issues that arise when advising clients and serving in fiduciary roles involving guardianships and powers of attorney. Through a focus on the duties owed by guardians (plenary, limited and ad litem), agents, attorneys, and other decision-makers, faculty will explore how to protect client interests while navigating complex capacity, health care, family, and financial concerns.
Topics will include the determination of when guardianships are necessary, the establishment and administration of guardianships, proper management of the guardianship estate, navigation of the complex health care issues related to aging and incapacitated individuals, understanding the guardian’s ongoing responsibilities, and addressing challenges that arise in contested matters. Attendees will also examine best practices for serving as an agent under a power of attorney, including financial management, health care decision-making, and balancing client autonomy with protective measures.
Designed for attorneys who counsel older adults, individuals with disabilities, and families, as well as trusts and estates practitioners who engage in estate planning, and those who handle guardianship matters and related litigation, this program offers practical guidance for fulfilling fiduciary duties, avoiding ethical missteps, and effectively representing clients throughout the incapacity planning and, if necessary, the guardianship process.
Schedule
9:00 – 10:00 am
TRACK A - GUARDIANSHIP
When POAs Fail – Transitioning to Guardianships
10:10 – 11:10 am
TRACK A - GUARDIANSHIP
Fiduciary Duties Across Roles: Comparing Agents, Guardians, and Trustees and Best Practices
11:20 am – 12:20 pm
TRACK A - GUARDIANSHIP
Managing the Guardianship Estate & Court Compliance
TRACK B - POA
Integrating POAs with Trusts, Health Directives, & Long-Term Care Planning: Including How to Handle DNRs/POLST Forms, End-of-Life Decision-Making and Mental Health Issues
12:20 – 12:50 pm
Lunch
12:50 – 1:50 pm
TRACK A - GUARDIANSHIP
The Competing and Collaborative Roles of Court-Appointed Counsel, Guardians Ad Litem, and Limited/Plenary Guardians
TRACK B - POA
Best Practices for Serving as Agent
2:00 – 3:00 pm
TRACK A - GUARDIANSHIP
Litigating and Defending Guardianship Petitions
TRACK B - POA
Practical Planning Tips Regarding Financial Exploitation, Fraud Issues, Reporting, Dealing with the Attorney General’s Office, Investigations Required, & Getting Representation for these Matters
3:10 – 4:10 pm
TRACK A - GUARDIANSHIP
1 ETHICS CREDIT
Ethical and Practical Challenges in Capacity Planning
Faculty
Lindsey Zimmerman, Esq.
Ms. Zimmerman is a Judicial Law Clerk to Administrative Judge Sheila Woods-Skipper in the Philadelphia Orphans’ Court Division. She received her B.A. from Temple University and her J.D. from Villanova University Charles Widger School of Law.
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.
Timothy J. Holman, Esq.
Timothy J. Holman, 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 (including will contests, power of attorney financial abuse matters, Executor and Trustee misconduct litigation, will and trust interpretation disputes, and guardianships). He lectures frequently for the Pennsylvania Bar Institute, the Philadelphia Bar Association and others on fiduciary litigation topics, ethical issues facing lawyers and trial advocacy. He served previously as the Representative of the Executive Committee of the Philadelphia Bar Association’s Probate and Trust Law Section (the “Probate Section”) to the Board of Governors of the Philadelphia Bar Association. He also served a three-year term as an elected member of the Probate Section’s Executive Committee, and for six years served as chair of the Probate Section’s Orphans’ Court Litigation and Alternative Dispute Resolution Committee. Mr. Holman taught a class on “Probate Process and Practice” for several years in the Villanova Law School’s Graduate Tax Division. He has been recognized from 2012 through 2025 by the “Best Lawyers in America” in the field of Litigation – Trusts and Estate, and as a “Super Lawyer” from 2016 through 2025 in Estate and Trust Litigation. Mr. Holman authors the popular blog “Around the Pennsylvania Orphans’ Courts” which can be found at the firm’s website – www.skhlaw.com.
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.).
Brittany J. Camp, Esq.
Brittany J. Camp focuses her practice on trust and estate planning and administration. She also focuses on fiduciary aspects of guardianships and litigation settlements for minors and incapacitated persons. Brittany earned her bachelor’s degree from Cornell University in 2009. She then graduated from Villanova University School of Law in 2012 where she was Managing Editor of Operations of the Sports and Entertainment Law Journal. During law school, Brittany was a student attorney for the Villanova Law Federal Tax Clinic where she represented low-income taxpayers in controversies before the Internal Revenue Service and in the U.S. Tax Court. Prior to joining Heckscher, Teillon, Terrill & Sager, Brittany was an associate in a small general practice law firm in Atlantic City, New Jersey. Brittany went on to earn her Masters of Law in Taxation and Estate Planning Certificate from Villanova University School of Law in 2014.
Hon. Lois E. 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.
Luke Edmondson, Esq.
Luke M. Edmondson is an Associate at KMS Law Offices, LLC. His practice is focused on estate planning, estate administration, 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 is a graduate of Class IV of the American College of Trust and Estate Counsel (ACTEC) Mid-Atlantic Fellows Institute.
David A. 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.
Gwendolyn Kull, Esq.
Gwendolyn Kull is an Assistant District Attorney in Montgomery County where she is currently serving as Captain of the Economic Crimes Unit within the Trials Division. Her duties include prosecuting criminal cases through trial and supervising attorneys and investigations into financial crimes. Within her unit, she specializes in investigating and prosecuting cases of elder abuse and exploitation. Prior to her supervisory role, she served on the Firearms Unit, Domestic Violence Unit, Economic Crimes Unit, and Norristown Community Justice Unit in the Trials Division prosecuting most types of crimes, ranging from non-violent offenses to murders. Gwendolyn has served as an Assistant District Attorney in Montgomery County since her graduation from University of Pennsylvania Law School in 2017.
Jennifer D. Gayle, Esq.
Ms. Gayle is a partner at Mannion Prior, LLP. She earned her B.A. in History from Ursinus College in 2004, graduating magna cum laude, with Distinguished Honors in History. In 2007, she received her J.D., cum laude, from Villanova University School of Law, where she served as managing editor of outside articles for the Villanova Law Review. Ms. Gayle’s practice focuses on litigation involving trusts, estates, guardianships and powers of attorney, including will contests, surcharge and removal actions, interpretation issues, and other fiduciary matters before the Orphans’ Court Division of the Court of Common Pleas and the Register of Wills. Ms. Gayle has served as an author and panelist on various Pennsylvania Bar Institute seminars on the utilization of experts in Orphans’ Court litigation, litigating in the Orphans’ Court, the fiduciary exception to the attorney client privilege and collection of Orphans’ Court judgments, among others. In addition, she has written about the authority granted to plenary guardians of the person. She is a member of the Pennsylvania, Philadelphia and Montgomery Bar Associations, she is the Vice Chair of the Probate and Trust Law Section of the Philadelphia Bar Association, and she is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Ms. Gayle has been named a Super Lawyers Rising Star® in estate and trust litigation since 2018 by Philadelphia Magazine, she has been included in the The Best Lawyers in America for her work in litigation – trusts and estates since 2018, and she was named a 2015 Lawyer on the Fast Track by The Legal Intelligencer.
Thomas A. Boulden, Esq.
Mr. Boulden is a partner in the Fort Washington firm of Timoney Knox, LLP, where he concentrates on estate litigation he also does estate administration and estate planning. He received his B.A. with honors from West Chester University and his J.D. from the Widener University School of Law, where he served on the Moot Court Executive Honor Board and was named to the Order of Barristers. Mr. Boulden has been listed in The Best Lawyers in America for the years 2007 through the present. He has been recognized as a Super Lawyer since 2014. Mr. Boulden served as an officer of the Montgomery County Bar Association Probate and Tax Section. He has served as a co-chairperson of the Montgomery County Orphans’ Court Rules Committee. Mr. Boulden is a frequent lecturer on estate- and orphans’ court–related topics and has served on the faculties of numerous Pennsylvania Bar Institute programs. Mr. Boulden currently is a co-author of The Law of Wills in Pennsylvania. He has previously co-authored or assisted with Hunters Orphans’ Court Commonplace Book (second edition), and The Pennsylvania Probate, Estates and Fiduciaries Code Annotated.
Merideth Ketterer, Esq.
Merideth E. Ketterer is an attorney at Heckscher, Teillon, Terrill & Sager in West Conshohocken, Pennsylvania. Merideth focuses her practice on estate planning, trust and estate administration, and estate and gift taxation. She graduated cum laude from Temple University with a bachelor’s degree in strategic communication and a minor in business studies. Merideth received her J.D. from Temple University Beasley School of Law and was the recipient of the Nancy J. Knauer & Eleanor W. Myers Integrated Transactional Program Award. She is a Past President of the Temple University Young Alumni Association. After law school, Merideth completed a judicial clerkship with the Honorable John J. Matheussen, Superior Court of New Jersey, Gloucester County. Prior to joining Heckscher, Teillon, Terrill & Sager, Merideth was an associate attorney at a boutique trusts and estates law firm in Princeton, New Jersey. Merideth was nominated for and is participating in the Mid-Atlantic Fellows Institute sponsored by the American College of Trust and Estate Counsel (ACTEC). She is also a member of the Pennsylvania Bar Association’s Bar Leadership Institute Class of 2024-2025. Merideth is currently serving as the Young Lawyers Division Liaison for the Probate and Trust Section of the Philadelphia Bar Association. Merideth is admitted to practice law in Pennsylvania, New Jersey and Florida.
Nora Chatha, Esq.
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

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