On-Demand Video
CC

The Wonderland of Trust Situs and Governing Law (2022 Estate Law Institute Session) On-Demand Video

  • City:
  • Start Date:2022-11-29 19:00:00
  • End Date:2024-11-29 19:00:00
  • Length:
  • Level:Various
  • Topics:Estates

$79.00 ProPass

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Overview

As our society becomes more and more mobile, our trusts have become increasingly mobile, too. As beneficiaries, trustees and trusts themselves move, how does that affect which court(s) have jurisdiction over the trust? This session will discuss how courts address this issue, possible traps and pitfalls that can occur and how they can be avoided.

Recorded at the Estate Law Institute in November 2022.

Faculty

Bradley D. 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.

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