News & Analysis as of

Estate Planning Pennsylvania

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Charles E. Rounds, Jr. - Suffolk University...

Settlors of trust terms of which were affected by a mistake of law unsuccessfully brought a Uniform Trust Code ยง412 petition to...

This posting is about In Matter of Peterson Family Irrevocable Trust, 333 A.3d 453 (Penn. Super. 2025) and the general unawareness that apparently prevailed in the litigation of a relevant and critical provision of...more

Offit Kurman

Peace of Mind in a Signature: The Power of Attorney Advantage

Offit Kurman on

Life can be unpredictable. Illness, injury, or cognitive impairment can strike without warning, leaving even the most organized among us unable to manage daily affairs. When that happens, who will pay your bills, manage your...more

Stark & Stark

The Hidden Dangers of Joint Bank Accounts in Pennsylvania Estate Disputes

Stark & Stark on

Joint bank accounts are often viewed as a convenient way to manage finances or pass assets seamlessly upon death. However, in Pennsylvania estate disputes, joint accounts can become a major source of conflict among heirs and...more

McNees Wallace & Nurick LLC

Protecting what matters: Family law for LGBTQ+ families during Pride Month and beyond

June is Pride Month. It is a time to celebrate the strength, diversity, and resilience of LGBTQ+ individuals, couples, and families. It is also a time to recognize that, while progress has been made, legal protections for...more

Chartwell Law

PA Supreme Court Reverses Longstanding Case Law Regarding Specific Loss Benefits

Chartwell Law on

The Pennsylvania Supreme Court has just issued a decision in Christina Steets (deceased) v. Celebration Fireworks Inc., specifically overturning longstanding case law regarding whether specific loss benefits are payable after...more

Offit Kurman

When the Settlement Threatens the Safety Net: Legal Strategies for Protecting Benefits

Offit Kurman on

As an estate planning attorney practicing in Pennsylvania with a strong focus on special needs planning, I frequently work alongside personal injury counsel to address a critical but often overlooked consequence of...more

Fox Rothschild LLP

How Pennsylvania's New Directed Trust Act Will Affect Corporate Trustees

Fox Rothschild LLP on

Now that Pennsylvania recognizes directed trusts, corporate fiduciaries should be aware that sharing trust responsibilities could create both legal liability and administrative burdens. The law, which went into effect late...more

7 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide