On-Demand Video
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Litigating in Orphans’ Court 2023


  • City:
  • Start Date:2023-08-10 20:00:00
  • End Date:2025-08-10 20:00:00
  • Length:
  • Level:Intermediate
  • Topics:Ethics

$299.00 ["ProPass"]

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Overview

Learn the Orphans’ Court litigation process from beginning to end. Our impressive faculty will discuss jurisdiction, burdens of proof, procedural matters, discovery, evidence and damages as they arise in a variety of Orphans’ Court actions.

Enjoy this interactive program taught by leading estate lawyers and…

  • Learn how and when to conduct hearings in a variety of Orphans’ Court matters
  • Get the latest word on how attorneys’ fees, fiduciary commissions & costs are handled in Orphans’ Court
  • Gain insight into important ethical questions that arise in the context of Orphans’ Court litigation
  • Take away practical tips and advice on Orphans’ Court practice in Pennsylvania – the ones you will never read about in books!

All attendees will receive the course materials as a digital book.

Recorded in August 2023.

Faculty

Bradley Terebelo Esq.

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.

Heather Vance-Rittman Esq.

Ms. Vance-Rittman is the Attorney-In-Charge of the Harrisburg Office of the Charitable Trusts & Organizations Section of the Pennsylvania Office of Attorney General.  She has over twenty years of experience dealing with issues involving charities and nonprofit organizations.  She has litigated matters in Orphans’ Courts throughout the Commonwealth, as well as, Commonwealth Court.  She has participated in numerous appeals of matters affecting charitable interests.  Ms. Vance-Rittman is an active member of the PBA Charitable Organizations Committee.  She has been a presenter at seminars including the PBI Nonprofit Institute, the Animal Law Conference, the PICPA Not for Profit Conference, Breakfast with the Pennsylvania Attorney General’s Office which was presented by the Dauphin and Cumberland County Bar Associations and the annual conference of the National Association of State Charity Officials (NASCO) speaking on issues involving charitable trusts.  She received her Bachelor of Science in Business Administration from Bryant University and her J.D. from Widener University School of Law where she was a member of the Moot Court Honor Society.  

Rebecca Hagan Esq.

Ms. Hagan is 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.

James Mannion Esq.

Mr. Mannion is a partner in the King of Prussia firm of Mannion Prior, LLP. Mr. Mannion concentrates his practice on litigation involving trusts, estates, guardianships and other fiduciary matters. He received his B.A. from Pace University in 1987, his J.D. with the Highest Honors from George Washington University in 1990, and his LL.M. in Taxation from Villanova University in 1993. Mr. Mannion is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of its Fiduciary Litigation Committee and Legal Malpractice Subcommittee. Mr. Mannion was appointed to the Joint State Government Commission Advisory Committee on Decedent’s Estates Laws in 2006, and serves as Deputy Counsel to the Supreme Court’s Orphans’ Court Procedural Rules Committee. In February 2016, Mr. Mannion was appointed a Discovery Master for the Court of Common Pleas of Montgomery County. Mr. Mannion represents individual and corporate clients in a variety of actions both at the Orphans’ Court and appellate court levels. Mr. Mannion lectures and writes on estates related topics and has served on the faculties of numerous PBI programs.  Mr. Mannion is the author of The Presumption of Undue Influence and The Shifting Burden of Proof, 18 Fiduc. Rep. 2d 348, and co-author of Anatomy of a Will Contest, 22 Fiduc. Rep. 2d 195. Mr. Mannion has presented numerous seminars to Orphans’ Court Section of the Pennsylvania Conference of State Trial Judges, most recently in February 2016 on the Multiple-Party Account Act.

Adam Gusdorff Esq.

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,
Will contests and other probate disputes, the use of expert witnesses,
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 (ACTEC) and is a member of ACTEC’s
Fiduciary Litigation Committee and Professional Responsibility Committee. 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 presently serves on the Legislative Committee of the Pennsylvania
Bar Association’s Real Property, Probate and Tax Section. Mr. Gusdorff has
been selected for inclusion in Pennsylvania Super Lawyers® in estate and
trust litigation each year from 2015 to the present. He also is listed in the
Best Lawyers in America for trusts and estates litigation each year from 2016
to the present and in 2022 was named Lawyer of the Year for trusts and
estates litigation in the Philadelphia area. 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 is
presently an adjunct professor in Temple’s graduate tax program, where he teaches
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.

Thomas 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. 

Jennifer 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, 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 Secretary 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.


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