Problem Areas: Revocation, Authority of the Principal, Working with a Guardian, Accounting and Reporting (Guardianship & POA Conference 2025 session)

Lisa has been working in the trust and estate area for close to 20 years. She started her career by serving on the staff of the Honorable Lee J. Mazur in the Court of Common Pleas of Allegheny County, Orphans’ Court Division, while attending law school in the evening. Prior to joining Aligned Partners Trust Company, Lisa worked for a non-profit trust company that administered special needs trust for individuals with disabilities. Lisa earned a Bachelor and Master’s Degree from the Bayer School of Natural and Environmental Sciences at Duquesne University. While studying forensic science in graduate school, Lisa decided to pursue a legal career. She went on to graduate cum laude from Duquesne University School of Law. Lisa is the current Vice Chair of the Allegheny County Bar Association’s Probate and Trust Law Section Council and is also a member of the Elder Law Committee. In addition, Lisa is a Board Member of the Estate Planning Council, member of the National Academy of Elder Law Attorneys, Pennsylvania Association of Elder Law Attorneys and Pennsylvania Bar Association. Lisa also had the privilege of serving on the Allegheny County Orphans’ Court Rules Committee and assisting with the drafting of the new local Orphans’ Court rules.

Dan’s practice focuses on estate and tax planning, estate and trust administration, fiduciary litigation and related dispute resolution. He has represented corporations and individuals in both personal and fiduciary capacities in interpretation, surcharge, accounting, removal, contest, breach of fiduciary duty, and related claims before the Orphans’ Court Divisions throughout the Courts of Common Pleas in southwestern Pennsylvania. Dan is often sought for representation beyond Pennsylvania and has tried several cases throughout the country as lead counsel by admission pro hac vice in jurisdictions as far south as Tennessee and as far west as New Mexico. In addition to estate and trust issues, Dan’s experience extends to disputes involving powers of attorney, multi-party and transfer-on-death accounts, life insurance benefits, retirement accounts, custodial accounts, transfers to minors, as well as matters involving the Internal Revenue Service and the Pennsylvania Department of Revenue such as audits, appeals, private letter ruling requests, and matters before the United States Tax Court. Dan’s practice also focuses on providing clients with tightly coordinated and specially tailored estate and tax planning services including business succession, charitable giving, private foundation, and post-mortem planning services. Dan routinely works with all of the major trust companies and financial institutions having trust powers in the Pittsburgh metropolitan area and has had the pleasure of representing several professional athletes over the course of his career, most recently Aaron Rogers and DK Metcalf. He is the Editor-in-Chief of the Pittsburgh Legal Journal, the Pittsburgh Lawyers Journal, and has been further recognized by his peers in a variety of publications.

As Inspire Trust’s Business Development Director, Nora educates individuals who have experienced a life altering injury, loss, or medical event in selecting Inspire Trust Company’s uniquely tailored fiduciary services to comprehensively identify, meet, and address their needs. Nora guides individuals, their loved ones, and their professional advisory teams — including litigation counsel, settlement consultants, case managers, estate and trust planners, and financial advisors — in understanding Inspire Trust’s fiduciary offerings. Prior to joining Inspire Trust, Nora represented corporate fiduciary banks and trust companies, families, special needs loved ones, and professional teams in private practice for nearly 20 years, across all areas of estate, trust, public benefits, capacity, guardianship, and settlement planning and administration, both in and out of court. Nora is a Fellow of the esteemed American College of Trust and Estate Counsel (ACTEC) and a Certified Elder Law Attorney through the National Elder Law Foundation. She received her B.A., summa cum laude, and J.D., with a community service award, from the University of Pittsburgh. Her deep understanding of unique planning needs, combined with her knowledge of fiduciary duties and processes and her prior experience as legal counsel for one of the largest state Medicaid agencies — the Pennsylvania Department of Human Services (formerly Public Welfare) — uniquely equip her in her role at Inspire Trust. Nora serves on the council for the Allegheny County Bar Association Probate and Trust Section and is a research assistant for Pennsylvania’s Joint State Government Commission on Decedents’ Estates and Trusts. She is a frequent volunteer and speaker for various local community, advocacy, nonprofit, and professional groups, including the Pennsylvania Bankers’ Association, the Fiduciary Education Foundation, the Pennsylvania Bar Institute, the National Business Institute, the Trust Education Foundation’s Trust Advisors Forum, and the Children’s Institute of Pittsburgh. In her personal time, Nora enjoys her family, traveling, the outdoors, and a regular yoga practice.