Publications, Programs and Speaking Engagements

Heckscher, Teillon, Terrill & Sager attorneys are well known for their in depth knowledge of the many current estate planning and administration laws. They are frequent speakers at conferences and estate law forums, lecturers at Philadelphia area law schools, and publish in trusts and estates journals. A condensed listing of their many talks and publications is listed below. If you would like more information on any of the topics, please contact our office.

2012

John A. Terrill, II, Speaker, "Asset Protection Trust Planning: 2012 Update," webinar, American Law Institute/American Bar Association, ALI-ABA, with Gideon Rothschild, Esquire, Moses & Singer, New York, New York.

Margaret E.W. Sager, Speaker/Author, The Wharton School Executive Education Program, periodic programs on estate tax and planning topics, Philadelphia, Pennsylvania. Also 2007, 2008, 2009, and 2010.

2011

Margaret E.W. Sager, Speaker, "Estate and Trust Planning and Divorce Before, During and After, Giving Your Trust A Facelift: Modification and Change of Situs," Montgomery County Inns of Court, Valley Forge, Pennsylvania.

John A. Terrill, II, Speaker, "The Financial Action Task Force and the Good Practices Guidance," New York State Bar Association, 9th Annual Sophisticated Trusts & Estates Law Institute, New York, New York.

David R. Elwell, Author, and Bradley D. Terebelo, Speaker/Author, "GST Consequences of Trust Modification, Decanting and Other Changes to GST-Exempt Trusts," Pennsylvania Bar Institute, 18th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Bradley D. Terebelo, Speaker/Author, "Who Moved My Trust? -- Issues Concerning Change Situs," Pennsylvania Bar Institute, 18th Annual Estate Law Institute, Philadelphia, Pennsylvania.

John A. Terrill, II, Speaker, "The Financial Action Task Force and the Good Practices Guidance," Pennsylvania Bar Institute, 18th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Speaker, "Know When to Mold'em, Know When to Fold 'em: Modifying and Terminating Trusts," presented with Linda Rhone Enion, Esquire, Lovett, Bookman, Harmon, Mark LLP, Pennsylvania Bar Institute, 18th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Jill R. Fowler, Speaker/Author, "Gift Tax Preparation: The Law and Lore," Pennsylvania Bar Institute, 18th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Speaker, "Selected Guardianship Problems and How to Deal With Them," presented with the Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania, Pennsylvania Bar Institute, 18th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Kim D. Fetrow, Speaker, "Issues in Special Needs Trust Drafting and Administration," American College of Trusts and Estate Counsel, Fall Meeting, Coronado, California.

Margaret E.W. Sager, Speaker, "Change of Trust's Situs With and Without Enabling Governing Instrument Provisions," The 2011 Estate Planning Teleconference Series presented by Cannon Financial Institute, Inc., with Charles A. Redd.

John A. Terrill, II, Speaker/Author, "Asset Protection Planning From an Estate Planner's Perspective," American College of Trust and Estate Counsel Southeast Regional Meeting, Savannah, Georgia.

Timothy J. Holman, Speaker/Author, "Surcharge Litigation and Removal of Fiduciary Issues," Pennsylvania Bar Institute Litigating in the Orphans' Court Seminar, Philadelphia, Pennsylvania and Mechanicsburg, Pennsylvania. Also in 2009.

Margaret E.W. Sager and Bradley D. Terebelo, Speakers, "Issues Concerning Change of Trust Situs," Corporate Fiduciaries Association of Philadelphia, Philadelphia, Pennsylvania.

John A. Terrill, II, Speaker/Author, "Tips, Techniques and Tripwires: Planning Challenges and Opportunities at the Interface between Domestic Relations and Private Wealth Planning," American Law Institute/American Bar Association Sophisticated Estate Planning Techniques, Boston, Massachusetts.

Jill R. Fowler, Speaker, "How to Write a Will - and Other Essential Estate Planning Documents," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.

John A. Terrill, II, Course Planner/Panel Member/Author, "Till Death Do Us Part...or Maybe Sooner," American College of Trust and Estate Counsel 2011 Summer Meeting, Stand Alone Session, Atlanta, Georgia.

John A. Terrill, II, Speaker, "The Financial Action Task Force and the Good Practices Guidance," New York State Bar Association, 7th Annual International Estate Planning Institute, New York, New York.

Kim D. Fetrow, Speaker, "Special Needs Trusts," Cannon Financial Institute Estate Planning Teleconference Series, presented with Charles A. Redd.

John A. Terrill, II, Speaker, "Now What? An Up-To-Date Exploration of the Status of Federal Transfer Taxes", The Glenmede Trust Company, Philadelphia, Pennsylvania; also presented to the Bryn Mawr Trust Company, Bryn Mawr, Pennsylvania, and the Philadelphia Bar Association, Pennsylvania Bar Institute, Philadelphia, Pennsylvania.

Bradley D. Terebelo, Speaker, "How to Write a Will - and Other Essential Estate Planning Documents," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.

2010

Margaret E.W. Sager, Speaker, "Gathering Necessary Data for Estate Planning and Obtaining New Business From Prospective or Existing Clients," The 2010 Estate Planning Teleconference Series presented by Cannon Financial Institute, Inc., presented with Charles A. Redd.

Timothy J. Holman, Speaker, "Trial of a Will Contest," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Moderator, "Escaping Bleak House - How to Select the Best Dispute Resolution; Alternatives to Full Scale Litigation," with Dominic J. Campisi, Esquire, Gerard G. Brew, Esquire & Robert N. Sacks, Esquire, American Bar Association, Real Property, Trust & Estate Law Section, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Moderator, "Selected E-Discovery Law of Pennsylvania, New Jersey and Delaware," American College of Trust and Estate Counsel, Bedford Springs, Pennsylvania.

2009

Margaret E.W. Sager, Speaker/Author, "2010 -- Estate Planning and Administration in the Dark," TD Bank in conjunction with the Chester County Bar Association, presented with J. Stoddard Hayes, Jr., Esquire.

John A. Terrill, II, Speaker, "A Lawyer's Responsibilities and Risks in Connection with Asset Protection Planning: Focus on Fraudulent Transfers," American Law Institute/American Bar Association 24th Annual Advanced Course Of Study, Sophisticated Estate Planning Techniques, Boston, Massachusetts.

John A. Terrill, II, Speaker, "Domestic Asset Protection Planning," Washington State Bar 54th Annual Estate Planning Seminar, Seattle, Washington.

Bradley D. Terebelo, Speaker, "Giving Your Trust a Facelift: Modification and Change of Situs," Pennsylvania Bar Institute, 16th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Speaker , "It May Not be Broken, But it May Need Fixing: Changing the Irrevocable Trust; Structures, Strategies and Tools in Real Life - Do No Harm," American College of Trust and Estate Counsel, presented with Clark R. Byam, Esquire, Williamsburg, Virginia.

Margaret E.W. Sager, Author, "Litigation and the Total Return Trust," ACTEC Journal: The American College of Trust and Estate Counsel, Winter 2009 (Vol. 35, No. 3), and Philadelphia Estate Planning Council Newsletter.

John A. Terrill, II, Speaker, "Pennsylvania Asset Protection Planning from an Estate Lawyer's Perspective," Real Property, Probate And Trust Law Section of the Pennsylvania Bar Association, Spring Retreat, Pittsburgh, Pennsylvania.

John A. Terrill, II, Speaker, "The Impact of Divorce on Estate Planning Techniques," American Academy of Matrimonial Lawyers, Maryland Chapter, Meeting, Baltimore, Maryland.

Margaret E.W. Sager, Speaker/Author, "Guardianships of Incapacitated Persons," Pennsylvania Bar Institute, "16th Annual Estate Law Institute," presented with the Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Please of Montgomery County, Pennsylvania. Also 2008.

Margaret E.W. Sager, Speaker/Author, "Giving Your Trust A Facelift: Modification and Change of Situs," American Law Institute/American Bar Association, ALI-ABA, "Sophisticated Estate Planning Techniques," Boston, Massachusetts; Bryn Mawr Trust Company, "BMTC Breakfast" speaker's series, Bryn Mawr, Pennsylvania.

John A. Terrill, II, Speaker, "The Year in Review - A Legislative and Case Law Update, " Philadelphia Bar Association 15th Annual Estate Law Institute, Philadelphia, Pennsylvania.

2008

John A. Terrill, II, Speaker/Author, "Asset Protection Planning from an Estate Planner's Perspective," American Academy of Matrimonial Lawyers, Chicago, Illinois.

L. Pierre Teillon, Jr., Speaker/Author, "Uniform Trust Act Notices: Only Five Months to Go," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.

John A. Terrill, II, Speaker/Author, "Basic Asset Protection Concepts," American College of Trust and Estate Counsel Summer Meeting, Coeur d'Alene, Idaho.

John A. Terrill, II, Speaker/Author, "Fraudulent Transfers," Thirty-Fourth Annual Notre Dame Tax and Estate Planning Institute, South Bend, Indiana, American College of Trust and Estate Counsel Southeastern Fellows Regional Meeting, Wilmington, Delaware, and ALI-ABA Asset Protection Webcast, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Speaker/Author, "Giving Your Trust A Facelift: Modification, Change of Situs and Decanting," American College of Trust and Estate Counsel, presented with Laird A. Lile, Esquire, Boca Raton, Florida; Speaker/Author, 15th Annual Estate Law Institute, Philadelphia, Pennsylvania.

Jill R. Fowler, Speaker, "How to Prepare the Pennsylvania Inheritance Tax Return," 1998, 2000, 2002, 2004, 2006, 2007, 2008, Philadelphia and other Pennsylvania locations.

John A. Terrill, II, Speaker/Author, "Asset Protection Planning for New York Residents from an Estate Lawyer's Perspective," 2005, 2006, 2007, 2008 Annual Sophisticated Trusts and Estates Law Institute, New York, New York.

Margaret E.W. Sager, Speaker/Author, "Guardianships of Incapacitated Persons," Pennsylvania Bar Institute, Gulf Coast Estate Law Conference, Marco Island, Florida.

Margaret E.W. Sager, Speaker/Author, "Trust Situs: Cherry-Picking Time, Why, How, What Now?" Pennsylvania Bar Institute, Philadelphia Bar Association Probate & Trust Law Section Quarterly Meeting, presented with Karen A. Fahrner, Esquire, Philadelphia, Pennsylvania.

2007

Margaret E.W. Sager, Speaker/Author, "Do Unto Others in the Orphans' Court: Civility & Professionalism in the Courtroom and Practice," co-author with R. Michael Daniel, Esquire, et al., Pennsylvania Bar Institute, "14th Annual Estate Law Institute," presented with The Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania, and R. Michael Daniel, Esquire; 9th Annual Estate and Elder Law Symposium, presented with the Honorable Stanley R. Ott (2008).

Margaret E.W. Sager, Speaker/Author, "Who Moved My Trust? Changing the Terms of An Irrevocable Trust When You Can and Moving the Trust When You Must," American College of Trust and Estate Counsel, Mid-Atlantic Regional Meeting, presented with William E. Davis, Esquire, Philip L. O'Donoghue, Esquire, Peter Gordon, Esquire, Linda Hirschson, Esquire and Gerard Brew, Esquire, Washington, D.C.

Margaret E.W. Sager, Speaker, Villanova University School of Law, Graduate Tax Program, Probate Process and Procedure class, guest speaker on topics of counsel fees, fiduciary commissions and guardianships of incapacitated persons. Also 2003 - 2007.

2006

Martin A. Heckscher, Co-Author and Margaret E.W. Sager, Speaker/Co-Author, "Attorneys' Fees, Fiduciary Commissions and Costs," Pennsylvania Bar Institute, "Litigating in the Orphans' Court," (also course planner and moderator,) 2003 (also course planner), 2000, 1997, and 1995 (co-author only in 1992).

Margaret E.W. Sager, Speaker/Author, "Fiduciary & Attorney Compensation," Pennsylvania Bar Institute, Twelfth Estate Law Institute, presented with The Honorable Calvin S. Drayer, Jr., Orphans' Court Division, Court of Common Pleas of Montgomery County, The Honorable Carol Van Horn, Orphans' Court Division, Court of Common Pleas of Franklin County, and R. Michael Daniel, Esquire, Cohen & Grigsby, Pittsburg, Pennsylvania.

Margaret E.W. Sager, Speaker, "Guardianships of Incapacitated Persons," Pennsylvania Bar Institute, 13th, Annual Estate Law Institute, presented with The Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Philadelphia, Pennsylvania.

Martin A. Heckscher, Speaker, "Litigating in Orphans' Court," Pittsburgh, Pennsylvania.

Kim D. Fetrow, Speaker, "Passing the Legal Baton from Litigator to Fiduciary and PA's New Uniform Trust Act: How it Applies," with Gale Flandreau, Esq. of The Bryn Mawr Trust Company.

Margaret E.W. Sager, Speaker/Author, "The Prophylactic Approach for Total Return Trusts: Avoiding Unwanted Litigation," Heckerling Institute on Estate Planning, Miami, Florida.

Margaret E.W. Sager, Speaker/Author, "Basic Concepts of Estate Planning," The Springside School, "Sidelights Program," Philadelphia, Pennsylvania. Also 2005.

Margaret E.W. Sager, Speaker/Author, "Perspectives on Guardianships of Incapacitated Persons," Pennsylvania Bar Institute, 12th Estate Law Institute, presented with The Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania. Also 2004.

Jill R. Fowler, Speaker, Temple University Beasley School of Law, Graduate Tax Program, guest speaker on state death taxes, Philadelphia, Pennsylvania. Also 2005.

2005

John A. Terrill, II, Speaker/Author, "Asset Protection Without Asset Protection Trusts," American College of Trust and Estate Counsel 2005 Fall Meeting, Amelia Island, Florida.

Margaret E.W. Sager, Speaker/Author, "Basic Concepts of Estate Planning for Pennsylvania Residents," 2005 Year End and Estate Planning Seminar, Sterling Investment Advisors, Ltd., Berwyn, Pennsylvania.

Margaret E.W. Sager, Speaker/Author, "Charitable Trust Administration: Enforcing Donor Intent When the Ties That Bind Become Frayed," co-author with Howard M. McCue, III, Esquire, American College of Trust & Estate Counsel, Chicago, Illinois, presented with Mark A. Pacella, Esquire, Chief Deputy Attorney General of the Charitable Trusts and Organizations Section of the Pennsylvania Office of Attorney General, and Howard M. McCue, III, Esquire, Mayer, Brown, Rowe, & Maw LLP, Chicago, Illinois.

L. Pierre Teillon, Jr., Speaker/Author, "Hot Topices in Estate Planning," Phildelphia Tri-State Financial Planning Meeting," Philadelphia, Pennsylvania.

John A. Terrill, II, Speaker/Author, "Circular 230: A Practical Approach," American College of Trust and Estate Counsel 2005 Mid-Atlantic Regional Meeting, Philadelphia, Pennsylvania.

Martin A. Heckscher, Speaker, "Fees, Fees, Fees: A Blessing and a Bane," American College of Trust and Estate Counsel Annual Meeting, Orlando, Florida.

L. Pierre Teillon, Jr., Speaker/Author, "Ethical Issues in Fund Raising," Planned Giving Council of Greater Philadelphia, Philadelphia, Pennsylvania.

Margaret E.W. Sager, Speaker/Author, "Getting Paid - Attorney Fees & Fiduciary Commissions," Pennsylvania Bar Institute, Probate & Trust Law Section of the Philadelphia Bar Association, Quarterly Meeting, Philadelphia, Pennsylvania.

Jill R. Fowler, Co-Author, "Tax Planning for Lifetime and Testamentary Dispositions, Second Edition, With Forms," co-author with Professor Don W. Llwellyn, used as textbook in Villanova Graduate Tax Program, over 600 pages.

2004

Margaret E.W. Sager, Speaker/Author, "Litigating the Total Return Trust," American College of Trust & Estate Counsel, Pittsburgh, Pennsylvania, presented with Bob Wolf, Esquire, Tener, Van Kirk, Wolf & Moore, P.C., Pittsburgh, Pennsylvania, and Paul S. Lee, Esquire, Bernstein Investment Research & Management, New York, New York.

Margaret E.W. Sager, Speaker/Author, "Fiduciary & Attorney Compensation," Pennsylvania Bar Institute, "Eleventh Estate Law Institute," presented with The Honorable Anne E. Lazarus,Orphans' Court Division, Court of Common Pleas of Philadelphia County, The Honorable Paula Francisco Ott, Orphans' Court Division, Court of Common Pleas of Chester County, and The Honorable Calvin S. Drayer, Jr.,Orphans' Court Division, Court of Common Pleas, Montgomery County, Philadelphia, Pennsylvania.

Kim D. Fetrow, Quoted "Trust and Obey," Bloomberg Wealth Manager Magazine, July/August 2004.

Martin A. Heckscher and Margaret E.W. Sager, Speaker/Author, "Attorneys' Fees, Fiduciaries' Commissions and Costs," Pennsylvania Bar Institute, 1984, 1988, 1990, 1992, 1995, 1997, 2000, 2003, Philadelphia, Pennsylvania

2003

Kim D. Fetrow, Speaker, "Estate Planning for Minors- Before and After Court Involvement", with Honorable Stanley R. Ott, Montgomery County Estate Planning Council, Pennsylvania.

Margaret E.W. Sager, Course Planner, "Marital Agreements," Pennsylvania Bar Institute, "Litigating in the Orphans' Court," Pennsylvania.

Jill R. Fowler, Speaker/Author, "Planning when the Future of the Wealth Transfer Tax Law is Uncertain," Villanova University School of Law, Graduate Tax Program, Villanova, Pennsylvania.

Jill R. Fowler, Speaker, "Preparing the Fiduciary and the Decedent's Final Income Tax Returns," Philadelphia and other Pennsylvania locations.

Kim D. Fetrow, Speake, r "Preserving Public Benefits Through Special Needs Trusts," ASCEND Organization.

Margaret E.W. Sager, Speaker/Author, "The Judicial Perspective on Guardianship Hearings," Pennsylvania Bar Institute, "Elder Law Institute," presented with The Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania. Also 1998 and 2000.

2002

Martin A. Heckscher, Speaker, "Counseling Clients on Personal and Family Issues Related to Wealth," American College of Trust and Estate Counsel 2002 Annual Meeting.

Kim D. Fetrow, Speaker, "Probate and Estates Practice Tips for Litigators," Pennsylvania Bar Institute.

Martin A. Heckscher, Moderator, "Representing Nonprofit Organizations in Pennsylvania," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.

Martin A. Heckscher and Margaret E.W. Sager, Co-Authors, Wills and Estates in Fee Agreements in Pennsylvania 127 (Pennsylvania Bar Institute Press 2002).

2001

Margaret E.W. Sager Speaker/Author "Litigating the Incapacity Petition," Pennsylvania Bar Institute, Fourth Annual Elder Law Institute, Philadelphia, Pennsylvania.

2000

Martin A. Heckscher, Speaker, Task Force 2000 Presentation, American College of Trust and Estate Counsel 2001 Annual Meeting, Boca Raton, Florida.

Margaret E.W.Sager, Speaker/Author, "Guardianships of Incapacitated Persons," Pennsylvania Conference of State Trial Judges, Pennsylvania.

Margaret E.W. Sager, Speaker/Co-Author, "Recent Developments in Philadelphia Orphans' Court & Register of Wills Practice," Corporate Fiduciaries Association of Philadelphia, Pennsylvania. Also 1995.

Kim D. Fetrow, Speaker/Author, "Litigation Settlements for Disabled Minors and Incapacitated Persons and the use of the OBRA '93 Special Needs Disability Trust," Orphans' Court Newsletter, and Pennsylvania Conference of State Trial Judges - Orphans' Court Section. Also 1997.

Martin A. Heckscher, Speaker "Ethics Potpourri," Pennsylvania Bar Association Legal Ethics and Professional Responsibility Committee Update, Pennsylvania Bar Institute, Philadelphia, Pennsylvania.