On-Demand Video
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Small and Insolvent Estates 2023


  • City:
  • Start Date:2023-06-27 20:00:00
  • End Date:2025-06-27 20:00:00
  • Length:
  • Level:Various
  • Topics:Estates

$249.00 ["ProPass"]

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Overview

Turbulent financial conditions, increased use of non-probate transfers, and increased life expectancies/individuals outliving their resources have left many probate estates without resources to pay the creditors and administrative expenses of a decedent’s estate. This popular program will identify the key issues, traps for the unwary, and practical solutions for counsel to consider in these nuanced estates. The panel will also address the availability (or not) of a decedent’s non-probate property to pay creditors of an estate.

Recorded in June 2023.

Faculty

Anthony Marone Esq.

Mr. Marone is a
partner of Harvey, Ballard, and Bornstein, L.L.C. and has extensive
experience representing elderly and disabled individuals in a variety of
matters involving Medical Assistance benefits, wills and trusts, estate
planning, decedents’ estates, guardianship, and Special Needs Trusts. He has
pursued cases on behalf of his clients in a variety of forums including
Orphans’ Court, Pennsylvania’s Commonwealth Court, Federal Court, as well as
administrative hearings. He successfully litigated matters involving Medicaid
Qualifying Annuities, Medical Assistance eligibility, eligibility of aliens
for public benefits, distributions from Special Needs Trusts, and
guardianships of intellectually disabled and mentally ill individuals. Prior
to joining Harvey, Ballard, and Bornstein, L.L.C., Mr. Marone was a partner
at McAndrews, Mehalick, Connolly, Hulse, Marone, and Ryan. He
joined McAndrews in 2014 as an associate, focusing on elder law and Special
Needs Trust matters, and was eventually named a partner. Prior to
2014, he was an Assistant Counsel in the Office of General Counsel to the
Governor of Pennsylvania. For seven years he represented various
agencies of the Department of Public Welfare and was the Department’s primary
litigator and appellate attorney for both Medical Assistance Long-Term Care
issues and Special Needs Trusts issues in all the counties of eastern
Pennsylvania. He advised the Department on numerous policy decisions and
reviewed multiple bills from the Pennsylvania Legislature. Mr. Marone was a
sole practicing attorney in Philadelphia prior to joining the Department and
has extensive experience in wills, estates, probate, guardianship,
bankruptcy, and family law matters. Mr. Marone served as a member of the
Pennsylvania Army National Guard from 1984 to 2007. His military specialty
was intelligence analysis, and he held a top-secret security clearance. After
the September 11th terrorist attacks, Mr. Marone was deployed overseas as
part of Operation Enduring Freedom and was responsible for analyzing the
threat situation, tracking terrorist activities, advising the Command on
multiple operations, and security. He was also mobilized with the
Pennsylvania Guard for every natural disaster in southeastern Pennsylvania
from 1984 to 2007 and was deployed to Louisiana for Operation Katrina Relief.
He retired from the military in 2007. Mr. Marone is an active member of the
Pennsylvania Association of Elder Law Attorneys (PAELA). He was named the
2023 PAELA person of the year. Mr. Marone continually lectures at venues
across Central and Eastern Pennsylvania. He is a frequent speaker on Special
Needs Trust and Medicaid issues for the Pennsylvania Bar Institute and PAELA.
Mr. Marone is a lifelong resident of Philadelphia. He is retired from the
military and is a veteran. Mr. Marone remains active in veterans’ issues and
is a member of several veteran’s organizations.

Eric Strauss Esq.

Mr. Strauss is a shareholder with the firm of Worth, Magee and Fisher, P.C. with offices in Allentown and Lehighton, Pennsylvania where he focuses his practice on Estate Planning, Estate Administration, and Orphans’ Court litigation. He received his B.A. from Syracuse University in 1987 and his J.D. from the Western New England School of Law in 1989.  Mr. Strauss is a member of the Lehigh and Carbon County Bar Associations as well as the Pennsylvania Bar Association (member: PBA Elder Law Section and Real Property, Probate and Trust Law Section: Vice President Probate Trust Division 2012-2014, Section Chair 2014-2015) and Lehigh Valley Estate Planning Council. In 2021, he received a PBA Special Achievement Award recognizing his assistance to the PBA Legislative Department and, in particular, his contributions to the passage of the PA Fiduciary Access to Digital Assets Act. Eric is an elected fellow of The American College of Trust and Estate Counsel (ACTEC). He has authored numerous articles and frequently lectures to community and professional groups, including the National Business Institute and Pennsylvania Bar Institute, on the topics of estate planning, estate administration, trust administration, fiduciary income tax, Pennsylvania Inheritance Tax, Federal Estate Tax, and related areas. He also devotes time to community organizations including the Allentown YMCA-YWCA, Board of Directors (President 1997-1998), Trustee (1999-present); Lehigh County Senior Center, Board of Directors(2003-2009) and Trout Unlimited.

Daniel Evans Esq.

Mr. Evans received his J.D., cum laude, from the University of Pennsylvania Law School and practices law through a virtual office in Jenkintown, Pennsylvania, mainly in the areas of estate planning, estate and trust administration, and related tax planning for closely held businesses. He is also the publisher of Evans Estate Law Resources (resources.evans-legal.com), a subscription website with articles, forms, case summaries, and other materials for a Pennsylvania estates practice, and the principal of DS iServices LLC, which publishes a “Webcalculators” website with on-line tax and financial calculators (www.wcalcs.com). Mr. Evans is a Fellow of the American College of Trust and Estate Counsel, is active in the Pennsylvania Bar Association, and has written and spoken extensively on estate planning, estate and trust administration, and legal technology. Among other things, he is a past chair of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association. His complete resume and many of his writings can be found at http://resources.evans-legal.com.


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