Heckscher, Teillon, Terrill & Sager, P.C.
West Conshohocken Attorney About Us Attorneys Client Information Publications Firm News Staff Directory Directions

Margaret E. W. Sager

Partner

Phone: 610-940-4171
Email: mewsager@htts.com
Download Vcard

Margaret E.W. Sager received her B.A., summa cum laude, from the University of Richmond in 1982 and her J.D. from the University of Virginia School of Law in 1985. Her practice includes estate planning for high-net worth individuals, trust and estate administration, fiduciary litigation and related dispute resolution, guardianships of incapacitated persons and charitable giving.

Margaret is a frequent speaker on a variety of topics involving estates and trusts, including, most recently, trust modification and change of trust situs, fiduciary litigation, alternative dispute resolution (mediation and arbitration), the compensation of attorneys and fiduciaries, total return trusts, guardianships of incapacitated persons and donor charitable intent. She speaks at professional association meetings, women's groups, bar association events and universities. She has been a frequent speaker at American College of Trust and Estate Counsel ("ACTEC") meetings, the Wharton School of the University of Pennsylvania Executive Education Program, Cannon Financial Institute's Estate Planning Teleconference Series and Pennsylvania Bar Institute programs. Margaret has also spoken at the Heckerling Institute on Estate Planning and the Delaware Bankers Association Delaware Trust Conference.

In addition to her active fiduciary litigation practice, Margaret acts as a mediator to help other parties and their counsel resolve disputes privately, and without the cost and delay often associated with the judicial process. She has completed the ACTEC 40 hour "Effective Probate Mediation Training" program, and served for several years as a member of the ACTEC Arbitration Task Force, which produced a report and recommendations on the use of arbitration in trust and estate matters.

Margaret is the author of a number of publications, including "Attorneys' Fees, Fiduciary Commissions and Costs," which is the leading Pennsylvania compendium on those issues related to trusts, estates and guardianships, as well as "Guardianships of Incapacitated Persons," the leading Pennsylvania compendium on that area of the law (which was the basis for the guardianship chapter in Elder Law in Pennsylvania (Third Edition) published in 2011 by The Pennsylvania Bar Institute).

Margaret was selected by Worth Magazine as one of the "Top 100 Attorneys" nationwide practicing in the fields of trusts and estates, philanthropy, elder care and other private practice areas for 2005 - 2007, and for many years has been named a "Pennsylvania Super Lawyer" by Philadelphia Magazine, including as a "Top 50 Women Pennsylvania Super Lawyers."

Margaret has also been listed as one of the leading trust and estate attorneys by The Best Lawyers in America and The Legal Intelligencer's "Women in the Profession" edition featuring "Women Leaders" in Pennsylvania. Margaret has also received the highest rating for legal ability and ethical standards from LexisNexis Martindale-Hubbell Peer Review Rating.

Margaret is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"). She is a member and the immediate past Chair of its Fiduciary Litigation Committee and also a member of the Professional Responsibility Committee. Margaret is a past Chair of the Probate & Trust Law Section of the Philadelphia Bar Association, as well as the Section's Rules and Practice Committee. Her professional memberships include the American Bar Association Real Property, Probate & Trust Law Section and the Pennsylvania Bar Association, as well as the Montgomery and Philadelphia Bar Associations. She is also a member of the Philadelphia Estate Planning Council, and has served on a number of the Council's committees over the years.

Margaret is particularly interested in open space and historical conservation issues. She is currently a member of the Steering Committee of the Whitemarsh Foundation, Whitemarsh Township, Montgomery County, Pennsylvania, (www.whitemarshfoundation.org ) and was previously a board member of the Chestnut Hill Historical Society, Philadelphia, Pennsylvania (www.chhist.org).

PRACTICE AREAS

  • Charitable Planning
  • Estate Administration
  • Estate Planning
  • Fiduciary Litigation
  • Trusts

EDUCATION

  • University of Virginia School of Law School, J.D., (1985)
    • Hardy Cross Dillard Fellow, 1983-84, 1984-85
  • University of Richmond, B.A., summa cum laude (1982)
    • Phi Beta Kappa and Omicron Delta Kappa Honor Societies
    • Harry S. Truman Scholar (representative of New York State), 1980-84

ADMISSIONS

  • Pennsylvania (1985)

PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS

  • Philadelphia Bar Association
    • Probate and Trust Law Section (1985 - present)
      • Chair (2000)
      • Chair Elect/Treasurer (1999)
      • Vice Chair (1998)
      • Secretary (1997)
      • Executive Committee (1992 - 1996)
      • Secretary, Rules and Practice Committee (1998 - 1991)
  • Pennsylvania Bar Association
    • Member, Real Property, Probate & Trust Law Section (1985 - present)
  • Montgomery County Bar Association (2001 - present)
  • American Bar Association
    • Member, Real Property, Probate & Trust Law Section (2005 - present)
  • Philadelphia Estate Planning Council
    • Director/Board Member (1996 - 1997)
    • Co-Chair, 1997 Annual Meeting Program Committee (1996 - 1997)
    • Membership Committee (1995 - 1996)
    • Program Committee (1994 - 1995)
  • Five County Rules Committee(1995 - 1999)
    • Philadelphia County Representative

HONORS AND AWARDS

  • Fellow, American College of Trust and Estate Counsel, Elected 1999
    • Chair, Fiduciary Litigation Committee (2009-2011)
    • Member, Fiduciary Litigation Committee
    • Member, Professional Responsibility Committee
    • Member, Program Committee
    • Member, Arbitration Task Force (2004 - 2006)
    • Member, Nominating Committee (2006 - 2007)
  • AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
  • Martindale-Hubbell Bar Register of Preeminent Women Laywers
  • Top 100 Attorneys, Worth Magazine (2005 – 2007)
  • Best Lawyers in America (1999 - present)
  • Pennsylvania Super Lawyer (2004 – present)
    • Top 50 Women Pennsylvania Super Lawyers (2005 - 2011)

SELECTED CIVIC AND COMMUNITY ACTIVITIES

  • Whitemarsh Foundation, Whitemarsh Township, Montgomery County, PA
    • Steering Committee (2007 - present)
  • Chestnut Hill Historical Society, Philadelphia, PA
    • Board Member (2004 - 2008)
  • Stockton Rush Bartol Foundation, Philadelphia, PA
    • Board Member (1997 - 2004)
    • Chair, Finance Committee (1998 - 2004)
  • Pennsylvania Citizen Advocacy
    • Board Member (1994 - 1996)
  • University of Richmond Alumni Association
    • Chair, Philadelphia Chapter (1989 - 1993)
    • Member, Governing Board of the Westhampton College Alumnae Association (1988 - 1993)
  • University of Virginia School of Law Alumni Association
    • Co-Chair, Alumni Class of 1985 (1994 - 1999)
    • Co-Chair, 10th Reunion Committee (1994 - 1995)
    • 20th & 25th Reunion Committee, Co-Chair Activities Committee (2005, 2010)