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.
2020
Peter E. Moshang, Speaker/Author, "Income Tax Basis Planning: Modifying Existing Trusts", 27th Estate Law Institute, Pennsylvania Bar Institute, November, 2020.
Adam T. Gusdorff, Speaker, "Ethical Obligations to Clients with Diminished Capacity: Concerns and Best Practices" and "Using Declaratory Judgments to Resolve Claims in the Orphans' Court Division," 27th Estate Law Institute, Pennsylvania Bar Institute, November, 2020.
John A. Terrill, II and Michael A. Breslow, Co-Authors, "ABA Standing Committee on Ethics and Professional Responsibility Issues Formal Opinion 491 - Obligations Under Rule 1.2(d) to Avoid Counseling or Assisting in a Crime or Fraud in Non-Litigation Settings." Steve Leimberg's Asset Protection Planning Newsletter - Archive Message #406, June 3, 2020.
Karen A. Fahrner, Guest speaker, answering questions about pending legislation and recent Executive Orders in wake of the Covid-19 pandemic, relating to "Remote On-Line Notarization - PART TWO," (click here to listen to Part Two) with Jennifer Zegel, Esq., Ross Bruch, Esq. and Justin Brown, Esq. Listed on
Hipcast. April 2020.
Karen A. Fahrner, Guest speaker, answering questions about pending legislation and recent Executive Orders in wake of the Covid-19 pandemic, relating to "Remote On-Line Notarization - PART ONE," (click here to listen to Part One) with Jennifer Zegel, Esq., Ross Bruch, Esq. and Justin Brown, Esq. Listed on
Hipcast. April 2020.
Thomas O. Hiscott and Peter E. Moshang, Co-speakers/Co-authors, "The SECURE Act – What You Need to Know," Pennsylvania Bar Institute, February 25, 2020, Philadelphia, Pennsylvania.
Thomas O. Hiscott and Peter E. Moshang, Co-speakers/Co-authors, "Estate Planning for Retirement Assets Following the Secure Act," PBI Estate and Elder Law Symposium, February 5, 2020, Philadelphia, Pennsylvania.
Peter E. Moshang, Speaker/Author, "Estate Planning for Retirement Assets Following the Secure Act," Philadelphia Bar Probate Section Tax Committee, February 4, 2020, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker, "The 2020 Estate Planning Teleconference Series," webinar presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, St. Louis, MO, January 2020 ("Avoiding the Fiduciary Litigation Hurricane").
Margaret E.W. Sager, Speaker/Author, The Wharton School Executive Education Program, University of Pennsylvania, Philadelphia, PA, periodic speaker on estate planning and related tax topics, 2007 through present, most recently in January 2020, including such topics as "Estate Planning and Death Concepts" and "Do Trusts Still Matter."
Margaret E.W. Sager, Speaker/Author, "State Income Taxation of Nongrantor Trusts: Taking Your Trusts on the Road," webinar by the American Law Institute and American College of Trust and Estate Counsel, with Richard Nenno, Esquire and Richard Greenberg, Esquire, January 2020.
Adam T. Gusdorff, Speaker/Author, "Attorney-Client Privilege in Estate Planning, Administration and Litigation," Estate and Elder Law Symposium, Philadelphia, Pennsylvania.
John A. Terrill, II, John Riches, and Michael A. Breslow, Co-Authors, Chapter 14: The War on Money Laundering: Making Lawyers and Accountants Part of Law Enforcement, 53 U. Miami Law Center on Est. Planning 1401 (2019).
Karen A. Fahrner, Author, "Bregy on Selected Sections of the PA Probate, Estates and Fiduciaries Code."
2019
Margaret E.W. Sager and Bradley D. Terebelo, Co-Authors, "Survivors' Gilt: How estate plans that predate a marriage and omit the spouse set a trap for the unwary," (see magazine numbered pages 29-30 of the e-magazine for the article),
Best Lawyers, Business Edition: The Litigation Issue, Summer 2019.
Adam T. Gusdorff and Jennifer A. Kosteva, Co-Speakers and Co-Authors, "Estate of Han Solo: Estate Administration Problems of Galactic Proportions," National College of Probate Judges, Fall 2019, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Top 10 Considerations and Challenges for Changing Trust Situs," 2019 Delaware Trust Conference, Delaware Bankers Association, Wilmington, DE, October 2019.Karen A. Fahrner, Speaker, "Digital Darlings - Minors & Digital Asset Succession," American College of Trust and Estate Counsel, Fall Meeting, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Co-Speaker/Author, "Building & Sustaining a Successful Trusts & Estates Practice," American College of Trust and Estate Counsel, Mid-Atlantic Fellows Institute, with Peter S. Gordon, Esquire (Wilmington, DE) and Lynn B. Sassin, Esquire (Baltimore, MD), New York, NY.
Margaret E.W. Sager, Speaker, "The 2019 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, St. Louis, MO, ("Practical Solutions to Vexing Trust Administration Dilemmas").
Kim D. Fetrow, Speaker, "When, If Ever, Should An Attorney Serve As A Client's Fiduciary: The Attorney As Fiduciary: Permissible Actions & Problem Areas," Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel, Philadelphia, Pennsylvania.
Adam T. Gusdorff, Author and Speaker, "Will Contests," Montgomery County Paralegal Association, Blue Bell, Pennsylvania.
Thomas O. Hiscott and Peter E. Moshang, Co-Speakers, "Administering An Estate With Retirement Assets;" Adam T. Gusdorff, Speaker, "In Terrorem Clauses," and "The Attorney-Client Privilege in Estate Planning, Administration and Litigation;" Bradley D. Terebelo, Speaker, "Uniform Trust Act," and "Life Under the New Orphans' Court Rules;" Jennifer A. Kosteva, Speaker, "Fiduciary Income Tax Refresher;" Michael A. Breslow, "Gifting Closely-Held Business Interests," Karen A. Fahrner, "Digital Do's and Don'ts in Estate Planning and Administration," and "Decanting: A New Vintage for Estate Planning," 26th Estate Law Institute, Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Karen A. Fahrner, Author, "Potential Enhancements to Pennsylvania Law," Philadelphia Bar Association Probate Section Newsletter, No. 19, June 2019.
Adam T. Gusdorff, Speaker, Author, "Attorney-Client Privilege in Estate Planning, Administration and Litigation," American College of Trust and Estate Counsel Mid-Atlantic Regional Meeting, New York, NY.
Margaret E.W. Sager, Author/Discussion Leader, Cambridge Forum on Private Wealth Litigation, "Mediation of Trust & Estate Matters: Panacea or Frolic & Detour?" New Orleans, Louisiana.
Margaret E.W. Sager, Speaker, Author, "Change-up to Fix up; Settling and Fixing Trust Disputes and Problems by Modification and Reformation," American College of Trust and Estate Counsel, Heart of America Fellows Institute, St. Louis, Missouri.
Karen A. Fahrner, Speaker, "Are the Kids Alright?", Montgomery County Estate Planning Council Annual Meeting, Blue Bell, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, The Wharton School Executive Education Program, University of Pennsylvania, Philadelphia, Pennsylvania, periodic speaker on estate planning and related tax topics, 2007 through present, most recently in January 2019, including such topics as "Estate Planning and Death Concepts" and "Do Trust Still Matter."
Adam T. Gusdorff, Author, "Terminating the Representation," Estate Planning in Pennsylvania, Fifth Edition (PBI Press 2019).
Karen A. Fahrner, Speaker, "Getting Your Head Out of the Cloud," Philadelphia Bar Association, Probate and Trust Law Section Quarterly Meeting, Philadelphia, Pennsylvania.
Bradley D. Terebelo, Speaker/Author, "Litigating in the Orphans' Court," and "Fees and Commissions," Pennsylvania Bar Institute, "Modification of Trust and Nonjudicial Settlement Agreements," Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker/Author/ Course Planner/Moderator, "Litigating in the Orphans' Court," Pennsylvania Bar Institute, "Orphans' Court Practice and Procedure," (Author and Speaker, Philadelphia and Mechanicsburg) and "Modification of Trust and Nonjudicial Settlement Agreements," (Speaker, Mechanicsburg), Philadelphia and Mechanicsburg, Pennsylvania.
Kim D. Fetrow, Speaker, "A Day on Ethics 2019," Legal Ethics and Professional Responsibility Committee Update with Daniel Harrington, Esquire and Michael Temin, Esquire, Pennsylvania Bar Association, Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker/Author, "The Pennsylvania Dead Man's Rule," Pennsylvania Conference of State Trial Judges, Mid-Annual Meeting, Pittsburgh, Pennsylvania, February 22, 2019.
Karen A. Fahrner, Speaker, "Digital Assets Afterlife - Estate Planing and Administration," Pennslyvania Elder Law Symposium, Philadelphia, Pennsylvania.
Michael A. Breslow and Patrick A. Russo, Co-Authors, "The New §199A Deduction for Qualified Business Income and its Application to Trusts and Estates,"PBA Real Property, Probate and Trust Law Section Newsletter, Winter/Spring 2019, Pennsylvania Bar Association, Issue No. 84.
2018
Margaret E.W. Sager, Speaker, "Trust Situs and Income Tax: Curiouser and Curiouser," Bradley D. Terebelo and Peter E. Moshang, Co-Speakers, "Federal Estate, Gift and GST," Jennifer A. Kosteva, Speaker, "Asset Protection for the Estate Planner," Karen A. Fahrner, Co-Speaker, "The Digital Afterlife," with George C. Constant, Esq., Constant Law Group, Lexington, MA and Mr. Lee Poskanzer, Directive Communication Systems, Milton, MA, Michael A. Breslow, Speaker, "Tax Driven Trusts - Advanced Concepts," 25th Estate Law Institute, Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Karen A. Fahrner, Speaker, "Podcast: Electronic Wills," American College of Trust and Estate Counsel Podcast, Washington, District of Columbia.
Adam T. Gusdorff, Speaker, "Hot Topics in Orphans' Court litigation," Montgomery Bar Association, Membership Celebration & Legal Symposium, King of Prussia, Pennsylvania, November 9, 2018.
Karen A. Fahrner, Speaker, "Horton and Harmless Error," American College of Trust and Estate Counsel Digital Property Committee Fall Meeting, Washington, District of Columbia.
Michael A. Breslow, Speaker, "The Delaware Tax Trap," Philadelphia Bar Probate Section Tax Committee, September 25, 2018, Philadelphia, Pennsylvania. Podcast available at: http://www.philadelphiabar.org/WebObjects/PBAReadOnly.woa/Contents/WebServerResources/CMSResources/Sept25Probate(1)_Merge(1).mp3
Margaret E.W. Sager, Speaker/Author, "We Can Work it Out: Mediation of Estate and Trust Disputes," American College of Trust and Estate Counsel, Mid-Atlantic Regional Meeting, Baltimore, MD, panel with Frederick R. Franke, Annapolis, MD and Anthony R. LaRatta, Haddonfield, NJ, September 2018.
John A. Terrill, II, Speaker, "The Financial Task Force and the Role of Lawyers in Combating Money Laundering and Terrorist Financing," ALI-CLE International Trust and Estate Planning 2018, San Francisco, California, November 2018. Important Links: Reflections on the Typologies in View of the Good Practices Guidance.
Selected ACTEC Commentaries on Model Rules of Professional Conduct (2016).
Adam T. Gusdorff, Speaker/Author, "Will Contests: What Have I Gotten Myself Into?", Philadelphia Bar Association, Probate and Trust Law Section Quarterly Meeting, Philadelphia, Pennsylvania, October 9, 2018.
Kim D. Fetrow, Speaker, "The 2018 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, St. Louis, MO, September 2018 ("Estate Planning and Administration Issues for the Elderly and Disabled").
John A. Terrill, II and Michael A. Breslow, Co-Authors, "FinCEN Issues Frequently Asked Question Guidance on Final Customer Due Diligence Regulations Requiring Financial Institutions to Gather Beneficial Ownership Information on Entity Bank Accounts," Steve Leimberg's Estate Planning Email Newsletter - Archive Message #2667, September 25, 2018.
Michael A. Breslow, Co-Author, and Bradley D. Terebelo, Co-Speaker, "Powers of Appointment: A Useful Estate Planning Tool," with Robert M. Maxwell, Glenmede Trust Company, N.A., and Lisa A. Shearman, Semanoff, Ormsby, Greenberg & Torchia, LLC, Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker, 2018 AXA Graduate Summit, The Wharton School at the University of Pennsylvania, "Estate Planning After the 2017 Tax Cuts and Jobs Act," August 30, 2018.
Adam T. Gusdorff, Speaker/Author/Planner, "Dead Man's Rule," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania, August 27, 2018.
John A. Terrill, II, Speaker, North Carolina Bar Association – 39th Annual Estate Planning & Fiduciary Law Program, Kiawah Island, SC, "Twenty (Plus) Years Later: Developments in Asset Protection Since 1997," July 26, 2018.
Margaret E. W. Sager, Speaker/Author, "The State of the 'Death Tax' & Your Planning", The Hill at Whitemarsh, Whitemarsh, PA, speaker on estate planning and related tax topics, June, 2018.
John A. Terrill, II, Speaker, Private Client Group, Baker Tilly Estate and Trust Conference 2018, "Domestic Asset Protection Trusts: Income, Gift and Estate Tax Issues," May 31, 2018.
Margaret E. W. Sager, Speaker/Author, The Wharton School Executive Education Program, University of Pennsylvania, Philadelphia, PA, periodic speaker on estate planning and related tax topics, 2007 through present, most recently in May, 2018, on the topic "Do Trusts Still Matter."
John A. Terrill, II, Speaker, PLI-CLE – International Estate and Tax Planning 2018, New York, NY, "Anti-Money Laundering Rules and Other Ethics Issues," May 21, 2018.
Margaret E. W. Sager, Speaker, "The 2018 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, St. Louis, MO, April 2018 ("Developments in Trust and Estate Administration and Fiduciary Liability") and December 2018 ("Ensnared in an Ethics Trap: Navigating Conflicts of Interest").
Jennifer A. Kosteva and Adam T. Gusdorff, Co-Authors/Co-Speakers/Co-Course Planners, "Estate of Han Solo: Unusual Aspects of Estate Administration," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania, April 2018.
Margaret E. W. Sager, Speaker, "On The Road Again: Situs and the Resident Trust", with Richard W. Nenno, Esquire, Wilmington, DE, and Richard Greenberg, Esquire, Woodbridge, NJ, Symposium, American College of Trust and Estate Counsel, San Antonio, TX, March 2018.
Brittany J. Camp, Speaker, "Special Needs Trusts and the ABLE Act", Montgomery County Estate Planning Council, Pennsylvania, February 2018.
John A. Terrill, II, Presenter and Co-Author and Jennifer A. Kosteva, Co-Author, "Twenty Years Later: Developments in Asset Protection Since 1997/ Focus on Domestic Asset Protection Trusts," at Delaware Estate Planning Council, Wilmington, Delaware, February 2018.
2017
Jennifer A. Kosteva, Course Planner/Moderator/Author, "Breaking Up is Hard to Do: Death and Estate Planning," Chester County Estate Planning Council, Pennsylvania 2017.
John A. Terrill, II, Presenter and Co-Author and Jennifer A. Kosteva, Co-Author, "Twenty Years Later: Developments in Asset Protection Since 1997 with a Focus on Domestic Asset Protection Trusts," at Duke University Estate Planning Conference, October 2017.
Jennifer A. Kosteva, Speaker, "Premarital Agreements: A Practical Approach," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker, "New Reality of Estate Planning," "Pennsylvania Bar Institute, 24th Annual Estate Law Institute," Philadelphia, Pennsylvania.
Michael A. Breslow, Co-Speaker, "Irrevocable Trusts: Drafting with the Right Ingredients," Pennsylvania Bar Institute, with Julieanne Steinbacher, Esquire, Steinbacher, Goodall & Yurchak, and Andy Sykes, Esquire, Sykes Elder Law, Mechanicsburg, Pennsylvania.
Jennifer A. Kosteva, Speaker, "How to Write a Will / Drafting Wills and Trusts," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker, "Anti-Money Laundering Rules and Other Ethics Issues," International Trust and Estate Planning 2017, San Antonio Texas, November 2017.
Jennifer A. Kosteva and Adam T. Gusdorff, Co-Authors/Co-Speakers, "Estate of Han Solo: Estate Administration Problems of Galactic Proportions," Philadelphia Bar Association Probate and Trust Section Quarterly Meeting, Philadelphia, Pennsylvania.
Michael A. Breslow, Co-Speaker, "Irrevocable Trusts: Drafting with the Right Ingredients," Pennsylvania Bar Institute, with David Brown, Esquire, Duane Morris LLP, and Edward L. Perkins, Esquire, Gibson & Perkins, P.C., Philadelphia, Pennsylvania.
Adam T. Gusdorff, Author/Speaker, "Resolving Trust Issues - Hopefully Without Court Intervention," ACTEC Mid-Atlantic Regional Meeting, Long Branch, New Jersey.
John A. Terrill, II, Speaker, "Advancements in Asset Protection Planning," ACTEC Western Regional Meeting, Lake Tahoe, Nevada, September 2016.
John A. Terrill, II, and Jennifer A. Kosteva, Co-Authors, "Asset Protection Planning: Understanding the Links and the Conflicts between Estate Planning and Debtor/Creditor Law."
Margaret E.W. Sager, Speaker/Author, The Wharton School Executive Education Program, University of Pennsylvania, Philadelphia, PA, periodic speaker on estate planning and related tax topics, 2007 through present, most recently in August 2017.
Margaret E.W. Sager, Speaker/Author, "Mediating Fiduciary Disputes in Pennsylvania," Annual Retreat of the Pennsylvania Bar Association Real Property, Probate & Trust Law Section, Farmington, PA, August 2017.
Adam T. Gusdorff, Author/Speaker, "Will Contests: Preparing your Case," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Michael A. Breslow, Author, "FATF United States Mutual Evaluation Report December 2016," The International Academy of Estate and Trust Law, May 2017.
Thomas O. Hiscott, Speaker/Author, "Administering an Estate with Retirement Assets," Pennsylvania Bar Institute Webinar, May 2017.
John T. Stinson, Jr., Author, Digital Age Record Retention Practices for Trusts, Estate Planning, April 2017.
Kim D. Fetrow, Co-Speaker, "The Intersection of Estates and Civil Action," Pennsylvania Bar Institute, with Lisa A. Shearman, Esquire, Hamburg Rubin Mullin Laxwell & Lupin, P.C., Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker, "Planning to Minimize or Eliminate State Income Taxes on Trusts," presented to the Fiduciary Income Tax Committee of the American College of Trust and Estate Counsel, with Richard W. Nenno, Esquire, Senior Managing Director and Trust Counsel, Wilmington Trust Company, February 2017.
Bradley D. Terebelo, Author/Co-Speaker, "Tin Anniversary: a 10-Yr. Retrospective of the Pennsylvania Uniform Trust Act," Pennsylvania Bar Association Probate & Trust Law Section Quarterly Meeting, Philadelphia, Pennsylvania, with Peter J. Johnson, Esquire, Pennsylvania Trust Company, March 2017.
Margaret E.W. Sager, Speaker/Author, "Trust Situs: Studies in Contested Jurisdiction," Southern Arizona Estate Planning Council, Tucson, Arizona, February 2017.
Margaret E.W. Sager, Speaker/Author, "How to Grow It, Stretch It & Have It Last a Lifetime and Beyond!" University of Pennsylvania, presented by Penn Forum for Women Faculty, with Olivia Mitchell, Ph.D., Wharton School of the University of Pennsylvania, February 2017.
2016
Margaret E.W. Sager, Speaker, "The 2016 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, St. Louis, MO, November 2016 ("The Ongoing March of Breach of Duty Claims and How to Protect Against Them"); July 2016 ("Liability Risks Arising from Holding Certain Assets in Trust").
Kim D. Fetrow, Speaker, "Nation of Elders: Estate Planning for an Aging Population," teleconference presented by Cannon Financial Institute, Inc., December 2016 with Charles A. Redd, Esquire, Stinson Leonard Street LLP, St. Louis, Missouri.
Jill R. Fowler, Speaker, "Drafting Pre- and Post-Nuptial Agreements," with Cherlyn Young; Jill R. Fowler, Panelist, "Ask the Experts,"; Adam T. Gusdorff, Speaker/Author, "Barnes V. Girard; Cy Pres and Administrative Deviation," with the Honorable Stanley R. Ott, Lawrence Barth, Esquire and Amanda DiChello, Esquire; Adam T. Gusdorff and Jennifer A. Kosteva, Co-Authors and Co-Speakers, "Estate of Han Solo: Unusual Aspects of Estate Administration;" Thomas O. Hiscott, Speaker/Author, "Administering an Estate with Retirement Assets;" Bradley D. Terebelo, Speaker/Author, "Generation Skipping Tax," "Pennsylvania Bar Institute, 23nd Annual Estate Law Institute," Philadelphia, Pennsylvania.
Thomas O. Hiscott, Speaker, "Silent Trusts: Closely Held Entities," ACTEC Mid-Atlantic Regional Meeting, Wilmington, DE.
Adam T. Gusdorff, Speaker, "The New Pennsylvania Orphans' Court Rules," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania.
Bradley D. Terebelo, Speaker, "The New Pennsylvania Orphans' Court Rules," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Adam T. Gusdorff, Author/Speaker, "The Pennsylvania Dead Man's Rule," Monroe County Bar Association, Stroudsburg, Pennsylvania.
Michael A. Breslow, Author, "Deliberately Violating the Delaware Tax Trap to Achieve a Step-Up in Income Tax Basis," Pennsylvania Bar Association, Summer/Fall 2016 Real Property, Trust and Probate Section Newsletter, Issue 79.
Adam T. Gusdorff and Jennifer A. Kosteva, Co-Course Planners/Co-Authors/Co-Speakers, "Estate of Han Solo: Unusual Aspects of Estate Administration," Montgomery Bar Association, Norristown, Pennsylvania.
Brittany J. Camp, Speaker, "Special Needs Trusts and the ABLE Act," Vision for Equality, Philadelphia, Pennsylvania.
Kim D. Fetrow and Brittany J. Camp, Co-Authors, "Attorney Annual Registration Form: Financial Data Reporting Requirements," Probate and Trust Law Section Newsletter - No. 142, June 2016, Philadelphia Bar Association.
Jennifer A. Kosteva, Coordinator/Moderator, "Breaking Up is Hard to Do," Montgomery County Estate Planning Council Annual Meeting, Blue Bell, Pennsylvania.
John A. Terrill, II and Michael A. Breslow, Co-Authors, "FinCEN Issues Final Customer Due Diligence Regulations Requiring Financial Institutions to Gather Beneficial Ownership Information on Entity Bank Accounts," Steve Leimberg's Asset Protection Planning Email Newsletter - Archive Message #321, May 11, 2016.
Margaret E.W. Sager and Jennifer A. Kosteva, Co-Authors, Elder Law in Pennsylvania, PBI Press, 4th edition (2015), Chapter 5 - Guardianships.
Michael A. Breslow, Author, "Deliberately Violating the Delaware Tax Trap to Achieve a Step-Up in Income Tax Basis," Philadelphia Estate Planning Council Newsletter, Vol. XXV, No. 3 (Spring 2016).
Katie S. Galeone, Speaker, "Estate Planning for the Middle Market Client," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker, "New Orphans' Court Rules," Pennsylvania Bar Institute, Philadelphia and Mechanicsburg, Pennsylvania.
Bradley D. Terebelo, Author/Speaker, "New Orphans' Court Rules," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania.
Adam T. Gusdorff, Author, "Terminating the Representation," Estate Planning in Pennsylvania , Fourth Edition, (PBI Press, 2016).
John A. Terrill, II, Speaker, STEP New York, "The Financial Action Task Force and the Role of Lawyers in Combating Money Laundering and Terrorist Financing," New York, New York.
John A. Terrill, II, Speaker, University of Texas School of Law, 38th Annual Conference on Securities and Business Law, "The Financial Action Task Force and the Role of Lawyers in Combating Money Laundering and Terrorist Financing," Dallas, Texas.
Thomas O. Hiscott, Speaker/Author, "Administering an Estate with Retirement Assets," Pennsylvania Bar Institute, 17th Annual Estate & Elder Law Symposium," Philadelphia, Pennsylvania.
2015
John A. Terrill, II, Speaker, "The Role of Lawyers in Combatting Money Laundering and Terrorist Financing: The Financial Action Task Force (FATF) and Formal Opinion 463," Delaware Tax Institute, Wilmington, Delaware; also at the Arizona State Bar Convention Seminar, Phoenix, Arizona.
John A. Terrill, II, Speaker, "The Role of Lawyers in Combatting Money Laundering and Terrorist Financing: The Financial Action Task Force (FATF), Voluntary Good Practices Guidance, and Formal Opinion 463," Federal Tax Institute of New England, Connecticut State Bar Association, Portland, Connecticut.
Thomas O. Hiscott, Speaker/Author, "Administering an Estate with Retirement Assets;" Jill R. Fowler, Co-Author/Co-Presenter, "Drafting Pre- and Post-Nuptial Agreements," with Cheryl Young, Esquire; Adam T. Gusdorff, Co-presenter, "Drafting Willis Defensively," with Paul Heintz and Karl Prior and Author and Co-Speaker, "Discovery in the Orphans' Court," with Jennifer Gayle; Bradley D. Terebelo, Speaker, "Counsel Fees and Fiduciary Commissions in Fiduciary Matters;" Jennifer A. Kosteva, Speaker/Author, "Asset Protection and the Migrating Client;" Pennsylvania Bar Institute," 22nd Annual Estate Law Institute," Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker, "Domestic Asset Protection Trusts Under Attack," Delaware Trust Conference, Asset Protection Panel, Wilmington, Delaware.
John A. Terrill, II, Speaker, "The Migrating Client: Asset Protection Planning and State Exemptions," Quebec City, Canada.
Bradley D. Terebelo, Speaker/Co-Author, "The New Pennsylvania Power of Attorney Statute - What You Need to know NOW," Philadelphia Bar Association Bench-Bar Conference, Atlantic City, New Jersey, and Philadelphia Bar Association Probate and Trust Section Quarterly Meeting, Philadelphia, Pennsylvania.
David R. Elwell, Speaker, "Estate Tax Freezes for Business Owners," Estate Planning Council of Central Pennsylvania, Camp Hill, PA.
Bradley D. Terebelo, Speaker/Co-Author, "Trust Modification,: Lehigh County Estate Planning Counsel, Bethlehem, PA.
David R. Elwell, Panel Member, "Advanced Estate Planning," Pennsylvania Estate Planning Council, Philadelphia, Pennsylvania.
Brittany J. Camp, Co-Speaker, "Planning for Special Needs Beneficiaries," 2015 Estate Planning Day, Philadelphia Estate Planning Council, with Peter J. Johnson and Glenda Phipps, Philadelphia, Pennsylvania.
Kim D. Fetrow, Co-Speaker, "Estate Planning for Incapacitated Persons," American College of Trust and Estate Counsel, Mid-Atlantic Regional Meeting, with Keith Bradoc Gallant, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Legal Document Planning 101: Estate Planning and Death Tax Concepts," University of Pennsylvania, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Successfully Implementing Your Client's Charitable Intent," Co-sponsored by the American Bar Institute and the American College of Trust and Estate Counsel, with Turney Berry, Esquire, Wyatt, Tarrant & Combs, LLP, Louisville, Kentucky and Martin Hall, Esquire, Ropes & Gray LLP, Boston, Massachusetts.
Thomas O. Hiscott, Co-Speaker with Bradley D. Terebelo, ""Big "D" Little "d": Trustee Delegation of Investment Authority, Philadelphia Corporate Fiduciaries Service Committee, Philadelphia, Pennsylvania.
Bradley D. Terebelo, Speaker/Co-Author, "Orphans Court Litigation update: The Pennsylvania Uniform Trust Act and Family Settlement Agreements," 2015 Fiduciary Education Foundation, Harrisburg, Pennsylvania.
Adam T. Gusdorff, Course Planner/Author/Speaker, "The Dead Man's Rule," Pennsylvania Bar Institute, Philadelphia, Mechanicsburg and Pittsburgh, Pennsylvania.
Thomas O. Hiscott, Panelist, "Trust and Estate Law in Pennsylvania for the Municipal Attorney," Philadelphia City Solicitor's Office, Philadelphia, Pennsylvania.
John A. Terrill, II and Michael A. Breslow, Co-Authors, "The Role of Lawyers in Combating Money Laundering and Terrorist Financing: Lessons from the English Approach," New York Law School Law Review, Vol. 59.3 (2014-15).
Margaret E.W. Sager, Speaker/Author, "Estate Planning: You're Never Too Young!" University of Pennsylvania, "Estate Planning and Death Tax Concepts," presented by Penn Forum for Women Faculty, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author/Co-Course Planner/Moderator, "Litigating in the Orphans' Court," Pennsylvania Bar Institute, "Attorneys' Fees, Fiduciary Commissions and Costs," (co-authored with Martin A. Heckscher, Esquire, moderator and speaker, Philadelphia and Mechanicsburg), Philadelphia and Mechanicsburg, Pennsylvania.
Adam T. Gusdorff, Speaker/Author/Co-Course Planner/Moderator, "Litigating in the Orphans' Court," Pennsylvania Bar Institute (Course Planner with Margaret E.W. Sager), "Discovery in Orphans' Court," (Author and Speaker, Philadelphia and Mechanicsburg) and "Orphans' Court Practice and Procedure," (Author and Speaker, Philadelphia and Mechanicsburg), "Powers of Attorney and Trust Modification," (Moderator and Speaker, Pittsburgh) Philadelphia, Mechanicsburg, and Pittsburgh, Pennsylvania.
Margaret E.W. Sager, Speaker, "The 2015 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., January 2015 with Charles A. Redd, Esquire, Stinson Leonard Street LLP, St. Louis, Missouri, ("Breach of Fiduciary Duties Claims Revisited").
2014
Margaret E.W. Sager, Author and Bradley D. Terebelo, Speaker/Author, "Giving your Trust a Facelift: Trust Modification," Thomas O. Hiscott, "Income Tax Planning for Non-Grantor Trusts in 2014," Adam T. Gusdorff, Speaker/Author, "Orphans' Court Litigation - The Dead Man's Rule," Jennifer A. Kosteva, Speaker/Author, "Money for Minors: Estate and Gift Planning for Minor Beneficiaries," Pennsylvania Bar Institute," 21st Annual Estate Law Institute," Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker/Author, "The Role of Lawyers in Combatting Money Laundering and Terrorist Financing: The Financial Action Task Force (FATF) & Formal Opinion 463," Washington State Bar Association, 59th Estate Planning Seminar, Seattle, Washington.
Margaret E. W. Sager, Speaker/Author, "Women and Money: How to Grow It, Stretch It and Have Enough to Last a Lifetime," Women's Faculty Forum of the University of Pennsylvania, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker, "The 2014 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., March 2014 with Charles A. Redd, Esquire, Stinson Leonard Street LLP, St. Louis, Missouri, ("Estates and Trusts Encounter Federal Courts and the Constitution"); November, 2014 with Laird A. Lile, Esquire, Laird A. Lile, P.A., Naples, Florida ("The Trustee's Nightmare: Breach of Fiduciary Duty Litigation").
John A. Terrill, II, Speaker/Author, "The Role of Lawyers in Combatting Money Laundering and Terrorist Financing: The Financial Action Task Force (FATF) and Formal Opinion 463," ALI-CLE/American College of Trust and Estate Counsel Ethics Teleconference.
Peter E. Moshang, Author, "What is 'Reasonable?' Analyzing Fiduciary Compensation in Pennsylvania, Delaware and New Jersey," Philadelphia Bar Association, Probate and Trust Law Section Newsletter, May 2014 (No. 136).
Margaret E.W. Sager, Speaker/Co-Author, "Dr. Barnes Takes a Mulligan: Maximizing the Chances that our Donor's Charitable Wishes are Followed," American College of Trust and Estate Counsel, Tucson, Arizona, presented with Martin Hall, Esquire and Turney P. Berry, Esquire.
John A. Terrill, II, Speaker, "The Financial Action Task Force (FATF) and The Good Practices Guidance," American College of Trust and Estate Counsel 2014 Mid-Atlantic Meeting, Washington, District of Columbia.
Margaret E.W. Sager, Speaker/Author, "The Multi-State Trusts and Estates Practice: How Connecticut, Delaware, Florida, Pennsylvania and New Jersey Laws Affect New York Trusts and Estates Practitioners," New York City Bar, presented with Sanford Schlesinger, Mark E. Haranzo, David A. Ludgin, Richard W. Nenno and Yoshimi O. Smith.
John A. Terrill, II, Speaker/Author, "Asset Protection Planning from an Estate Planner's Perspective," Connecticut Fellows Annual Meeting, New Haven, Connecticut.
John A. Terrill, II, Speaker/Author, "Intersection of Trusts and Estates in Divorce,' American Association of Matrimonial Lawyers/Pennsylvania Bar Association Family Law Section Summer Meeting, Cambridge, Maryland.
John A. Terrill, II, Speaker, "The 2014 Estate Planning Teleconference Series, Asset Protection for a Rainy Day," presented by Cannon Financial Institute, Inc.
John A. Terrill, II, Speaker, "The Basics of Asset Protection Planning," ALI CLE/American College of Trust and Estate Counsel Asset Protection Video Webcast.
John A. Terrill, II, Speaker/Author, "Combatting Threats to the International Financial System: The Financial Action Task Force. The FATF and Professional Ethics; The British Experience," New York Law School FATF Symposium, New York, New York.
Adam T. Gusdorff, Speaker, "Hot Topics in Fiduciary Litigation: Discovery in Orphans' Court," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania and Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker/Author/Course Planner, "Trial of a Will Contest," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker/Author, "Bureaucracy, Red Tape and Delay: Who's to Blame and Why? The Role of Banks & Lawyers in the War on Terrorism and combatting Money Laundering," American College of Trust and Estate Counsel, 2014 Annual Meeting, Tucson, Arizona.
Bradley D. Terebelo, Speaker, "Financial Powers of Attorney: What You and Your Clients Don't Know (or at Least Don't Do) Can Hurt You Both," co-presented with Timothy J. Holman, Esquire, Smith Kane Holman, LLC, and Peter Johnson, Esquire, Vice President, Pennsylvania Trust Company, Probate and Trust Section Quarterly Meeting, Pennsylvania Bar Association, Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker/Author and Bradley D, Terebelo, Speaker, "Orphans' Court Litigation Update: The Pennsylvania Uniform Trust Act and Family Settlement Agreements," Montgomery County Estate Planning Council of Pennsylvania, Blue Bell, Pennsylvania.
John A. Terrill, II, Speaker/Author, "Unwinding, or Defending, Complex Estate Planning Structures; Working with your Client's Estate Lawyer," Pennsylvania Bar Association, Family Law Section Winter Meeting, Philadelphia, Pennsylvania.
2013
John A. Terrill, II, Speaker/Author, "Planning for Married Clients in Pennsylvania; Impact of Portability," Delaware County Estate Planning Council, Media, Pennsylvania.
John A. Terrill, II, Speaker/Author, "Asset Protection Planning from an Estate Planner's Perspective," New York State Bar Association, "11th Annual Sophisticated Trusts and Estates Law Institute," New York City, New York.
John A. Terrill, II, Speaker/Author, "Trust Company Client Due Diligence," with Karen Ann Fahrner, Esq., PNC Delaware Trust Company; Kim D. Fetrow, Speaker/Author, "Fiduciary Fees", with Paul C. Heintz, Esquire, Obermayer Rebmann Maxwell & Hippel LLP; Thomas O. Hiscott, "Income Tax Planning for Non-Grantor Trusts in 2013;" Jill R. Fowler, "Gift Tax Return Preparation: The Law and Lore;" Bradley D. Terebelo, "Generation Skipping Transfer Tax;" Bradley D. Terebelo, Speaker, "How to Prepare Federal Estate and Gift Tax Returns;" Pennsylvania Bar Institute," 20th Annual Estate Law Institute," Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Trust Modification and Change of Situs - Down the Rabbit Hole and Through the Looking Glass: the Wonderland of Trust Situs and Governing Law," Southern Arizona Estate Planning Council, Tucson, Arizona.
John A. Terrill, II, Speaker/Author, "The Financial Action Task Force and the Good Practices Guidance," ALI CLE Private Wealth Planning in the 21st Century, Philadelphia, Pennsylvania.
Thomas O. Hiscott, Speaker, "Income Tax Planning for Non-Grantor Trusts After ATRA," Pennsylvania Bar Institute, "20th Annual Estate Law Institute," Philadelphia, Pennsylvania.
Kim D. Fetrow, Co-Speaker, "Fiduciary Fees," Pennsylvania Bar Institute, "20th Annual Estate Law Institute," Philadelphia, Pennsylvania.
Thomas O. Hiscott, Speaker, "Estate Planning for Retirement Assets," Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania and Philadelphia, Pennsylvania.
Kim D. Fetrow, Moderator, "Administration of Special Needs Trusts," 2013 Delaware Trust Conference, Wilmington, Delaware.
Margaret E.W. Sager, Speaker/Author, The Wharton School Executive Education Program, University of Pennsylvania, Philadelphia, Pennsylvania, periodic programs on estate planning and related tax topics, 2007-present, most recently in July 2013.
Margaret E.W. Sager, Speaker, "The 2013 Estate Planning Teleconference Series," presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, Stinson Leonard Street LLP, St. Louis, Missouri; March, 2013 ("Vexatious Fiduciary Duty Concerns"); May, 2013 ("Never a Dull Moment in the Management of Trust Assets").
Margaret E.W. Sager, Speaker/Author, "Modification of Trust and Change of Situs - Down the Rabbit Hole and Through the Looking Glass: the Wonderland of Trust Situs and Governing Law," St. Louis Estate Planning Council, St. Louis, Missouri.
Kim D. Fetrow, Speaker/Author, "Special Estate Planning Concerns for Elderly/Disabled," teleconference presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, of Stinson Morrison Hecker LLP, St. Louis, Missouri.
Margaret E.W. Sager, Speaker/Author, "Down the Rabbit Hole and Through the Looking Glass: the Wonderland of Trust Situs and Governing Law," 32nd Annual Kansas City Estate Planning Symposium, Kansas City, Kansas.
John A. Terrill, II, Speaker, "Trust and Estate Planning in 2013 and Beyond: The Impact of ATRA on Estate and Income Tax," Philadelphia Bar Association, Probate and Trust Law Section, Quarterly Meeting, Philadelphia, Pennsylvania.
Jennifer A. Kosteva, Speaker, "Common Trust Techniques for the Foundation of an Estate Plan," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Jennifer A. Kosteva, Speaker, "Sophisticated Trust Techniques for the High Net Worth Client," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker/Author, "Asset Protection Planning from an Estate Planner's Perspective," Estate Planning and Probate Section, Atlanta Bar Association, Atlanta, Georgia.
John A. Terrill, II, Speaker, "Recent Developments in Asset Protection Planning," ALI CLE Teleseminar/Audio Webcast.
John A. Terrill, II, Speaker, "FATF and Circular 230," American College of Trust and Estate Council Annual Meeting, Maui, Hawaii.
L. Pierre Teillon, Jr., Speaker/Author, "Federal Estate Tax Update," Chester County Estate Planning Council, West Chester, Pennsylvania.
John A. Terrill, II, Speaker, "Before and After ATRA: Transfer Tax and Selected Income Tax Issues, "Estate Planning Council of Delaware, Inc., Wilmington, Delaware.
John A. Terrill, II, Speaker, "Estate Planning after the American Taxpayer Relief Act of 2012," ALI CLE Webcast.
John A. Terrill, II, Speaker, "The Financial Action Task Force and The Good Practices Guidance: The Impact on Trust and Estate Lawyers," California Bar Association, San Francisco, California.
Adam T. Gusdorff, Speaker/Author, "The Dead Man's Rule," Pennsylvania Bar Institute, co-presented with the Hon. Lois Eisner Murphy , Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania, and David Inscho, Esquire, of Kline & Specter, Philadelphia, Pennsylvania.
2012
Margaret E.W. Sager, Speaker/Author, "Working Miracles with a Broken Trust," American Law Institute, Advanced Essentials of Private Wealth Planning, November 2012, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "The Roles of Guardians and Counsel for Incapacitated Persons," Montgomery County Bar Association, October 2012, presented with The Honorable Lois Eisner Murphy and The Honorable Stanley R. Ott, both of the Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania.
John A. Terrill, II, Speaker, "Tools, Techniques, Traps, and Tripwires: Surviving 2012 and Beyond," ALI CLE Advanced Essentials of Private Wealth Planning, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Author, and Bradley D. Terebelo, Speaker/Author, "Trust Adventures in Wonderland - From the Meadow and Through the Looking Glass; Situs and Governing Law (or, Down the Rabbit Hole!)," Pennsylvania Bar Institute, "19th Annual Estate Law Institute," Philadelphia, Pennsylvania.
Jill R. Fowler, Speaker, "Gift Tax Presentation - The Law and the Lore," Pennsylvania Bar Institute, "19th Annual Estate Law Institute," Philadelphia, Pennsylvania (also 2011).
David R. Elwell and Bradley D. Terebelo, Co-Speakers, "GST Consequences of Trust Modifications, Decanting and Other Changes to GST-Exempt Trusts," Pennsylvania Bar Institute, "19th Annual Estate Law Institute," Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker/Author, "Utilizing Experts in the Orphans' Court," (with Jennifer Gayle, Esquire, and Amanda DiChello, Esquire) Pennsylvania Bar Institute, "19th Annual Estate Law Institute," Philadelphia, Pennsylvania.
John A. Terrill, II, Speaker, "The Financial Action Task Force and the Good Practices Guidance," and "Asset Protection Planning From An Estate Planner's Perspective," New York State Bar Association, "10th Annual Sophisticated Trusts and Estates Law Institute," New York, New York.
Margaret E.W. Sager, Speaker/Author, "The Roles of Guardians and Counsel for Incapacitated Persons," Pennsylvania Conference of State Trial Judges, Hershey, Pennsylvania, July, 2012, presented with Carol Hershey and The Honorable Lois Eisner Murphy, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania.
John A. Terrill, II, Speaker, "Wealth Planning for High Net-Worth Individuals and Owners of Closely-Held Companies - Lawyers as Gatekeeper," New York University School of Continuing and Professional Studies, "Summer Institute in Taxation," New York, New York.
Adam T. Gusdorff, Speaker/Author, "Orphans' Court for the Estate and Trust Practitioner," with Alison Gross, Esquire, Mary Kenney, Esquire, the Honorable Lois E. Murphy, Quarterly Meeting of the Philadelphia Bar Association Probate Section, Pennsylvania Bar Association, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Trust Adventures In Wonderland – From The Meadow and Through The Looking Glass; Situs And Governing Law (Or, Down The Rabbit Hole!)," American College of Trust and Estate Counsel, Colorado Springs, Colorado, June 2012, presented with Peter Gordon, Esquire.
Kim D. Fetrow, Speaker/Author, "Special Needs Trusts: A Primer (Including 7 Things Every Matrimonial Lawyer Should Know Before Resolving a Case Involving a Disabled Spouse or Child)," Extraordinary Issues for Extraordinary Kids: A Primer On The Financial Issues When Special Needs Children Are Involved In The Divorce, ABA Family Law Section Fall CLE Program, Philadelphia, Pennsylvania.
Jennifer A. Kosteva, Speaker/Author, "Estate and Gift Tax Consequences in Divorce: Selected Topics", (co-authored with Mary Jo Corsetti, Esquire, Williams Coulson, Pittsburgh, Pennsylvania), Tax Consequences in Divorce: Avoiding the Pitfalls 2012, Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker, Women's Faculty Forum of the University of Pennsylvania, "Women and Money: How to Grow It, Stretch It and Have Enough to Last a Lifetime," Philadelphia, Pennsylvania.
John A. Terrill, II, Panelist, "Difficult Clients, Difficult Situations: Practical Ways to Manage Professional Conversations," American College of Trust and Estate Counsel, Annual Meeting, Miami Beach, Florida.
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, "The 2012 Estate Planning Teleconference Series," teleconference presented by Cannon Financial Institute, Inc., with Charles A. Redd, Esquire, of Stinson Morrison Hecker LLP, St. Louis, Missouri, November 2012 ("If You're Not Paranoid, You're Not Paying Attention: Fiduciary Liability and Ethical Concerns,") September 2012 ("Estate Planning with Life Insurance: ILITs and More,") April 2012 ("Winning the Battles Between Fiduciaries and Beneficiaries in Trust and Estate Administration,") and January 2012 ("Mid-Winter's Hottest Estate Planning Recent Developments").
2011
Margaret E.W. Sager, Panelist, "Trust Situs," 2011 Delaware Trust Conference, Delaware Bankers Association Financial Education Alliance, Wilmington, Delaware.
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/Author, "Know When to Mold'em, Know When to Fold 'em: Modifying and Terminating Trusts," Pennsylvania Bar Institute, "18th Annual Estate Law Institute," Philadelphia, Pennsylvania, presented with Linda Rhone Enion, Esquire.
Adam T. Gusdorff, Speaker, "Orphans' Court for the Uninitiated," Philadelphia Bar Association Bench-Bar & Annual Conference, Atlantic City, New Jersey.
Margaret E.W. Sager, Speaker/Author, "Selected Guardianship Problems and How to Deal With Them," Pennsylvania Bar Institute, "18th Annual Estate Law Institute," Philadelphia, Pennsylvania, presented with the Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania.
Adam T. Gusdorff, Speaker, "Litigating in the Orphans' Court," Pennsylvania Bar Institute, Philadelphia, Pennsylvania (also Mechanicsburg, Pennsylvania).
Kim D. Fetrow, Speaker, "Issues in Special Needs Trust Drafting and Administration," American College of Trust and Estate Counsel, Fall Meeting, Coronado, California.
Adam T. Gusdorff, Author, "Litigating a 'No-Contest' Clause," Pennsylvania Bar Association, Real Property, Probate & Trust Law Section Newsletter, Summer 2011 (No. 69).
Margaret E.W. Sager, Speaker, "The 2011 Estate Planning Teleconference Series," teleconference presented by Canon Financial Institute, Inc., presented with Charles A. Redd, Esquire, May 2011 ("The Latest in Irrevocable Life Insurance Trusts"); February 2011 ("Change of Trust's Situs With and Without Enabling Governing Instrument Provisions").
Adam T. Gusdorff, Author, "Bosley Estate and
DeHass Estate Further Develop Issue of Capacity to Execute a Power of Attorney," Philadelphia Bar Association, Probate and Trust Law Section Newsletter, June 2011 (No. 127).
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.
Margaret E.W. Sager and Jennifer K. Roche, Co-Authors, Chapter 5, Guardianship, in ELDER LAW IN PENNSYLVANIA (THIRD EDITION) (Pennsylvania Bar Institute Press 2011).
Adam T. Gusdorff, Speaker, "The Dead Man's Rule, Pennsylvania Bar Institute, Mechanicsburg, Pennsylvania (Also 2010).
Adam T. Gusdorff, Speaker, "Dead Men Tell No Tales, So Neither Can You," Pennsylvania Bar Institute, "18th Annual Estate Law Institute," Philadelphia, Pennsylvania.
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.
Margaret E.W. Sager, Speaker/Moderator, "I Think You Made a Mistake: Watch What I Will Do to You Now!" American College of Trust and Estate Counsel, Coronado, California, presented with Coyt Randal Johnston, Esquire, and Bruce S. Ross, Esquire.
Jill R. Fowler, Speaker, "How to Write a Will - and Other Essential Estate Planning Documents," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker, "Navigating Work/Life Integration Issues," "A Career Development Event," Philadelphia Estate Planning Council, 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, "The 2011 Estate Planning Teleconference Series" teleconference presented by Canon Financial Institute, Inc., presented with Charles A. Redd, Esquire, ("Special Needs Trusts").
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.
Margaret E.W. Sager, Speaker/Author/Course Planner/Moderator, "Litigating in the Orphans' Court," 2011, 2009 and 2003; Speaker/Author in 2000, 1997 and 1995; Author in 1992, Pennsylvania Bar Institute. For 2011, spoke about and authored materials on following topics: "Attorneys' Fees, Fiduciary Commissions and Costs" (co-authored with Martin A. Heckscher, Esquire), "Change of Situs and Modification of Trusts" (co-authored with Bradley D. Terebelo, Esquire) and "Litigating the Total Return Trust."
Bradley D. Terebelo, Speaker, "How to Write a Will - and Other Essential Estate Planning Documents," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker, Montgomery Inns of Court, "Estate and Trust Planning and Divorce; Before, During and After," and " Giving Your Trust A Facelift: Modification and Change of Situs," Valley Forge, Pennsylvania.
2010
Margaret E.W. Sager, Speaker, "The 2010 Estate Planning Teleconference Series," teleconference presented by Cannon Financial Institute, Inc., presented with Charles A. Redd, Esquire, ("Gathering Necessary Data for Estate Planning and Obtaining New Business From Prospective or Existing Clients").
Margaret E.W. Sager, Speaker, "Escaping Bleak House - How to Select the Best Dispute Resolution; Alternatives to Full Scale Litigation," American Bar Association, Real Property, Trust & Estate Law Section, Philadelphia, Pennsylvania, with Dominic J. Campisi, Esquire, Gerard G. Brew, Esquire & Robert N. Sacks, Esquire
Margaret E.W. Sager, Speaker/Author, "Coming at You: E-Discovery; Selected E-Discovery Law of Pennsylvania, New Jersey and Delaware," American College of Trust and Estate Counsel, Bedford Springs, Pennsylvania.
David R. Elwell, Speaker/Author, "Expatriation After June 17, 2008 – Income and Transfer Tax Consequences," Pennsylvania Bar Institute, Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker, "Get What's Coming to you: Remedies in the Orphans' Court, " Pennsylvania Bar Institute, "Estate Law Institute," Philadelphia, Pennsylvania.
Margaret E.W. Sager, Moderator, "Fiduciary Litigation in an Era of Rapidly Changing Technology: Will You Be The Last Samurai?" American College of Trust and Estate Counsel, 2 day program, St. Louis, Missouri.
Adam T. Gusdorff, Speaker, "Remedies in the Orphans' Court, Pennsylvania Bar Association, Real Property, Probate and Tax Section Annual Meeting, Hershey, Pennsylvania.
Adam T. Gusdorff, Author, "Sipe Estate and Waiver of the Dead Man's Rule," Philadelphia Bar Association, Probate and Trust Law Section Newsletter, October 2010 (No. 126).
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.
Adam T. Gusdorff, "Introduction to the Dead Man's Rule, "Montgomery Bar Association, Norristown, 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, "Annual Estate Law Institute," 2009, and annually for many years prior, presented with the Honorable Stanley R. Ott, Orphans' Court Division, Court of Common Pleas of Montgomery County, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Giving Your Trust A Facelift: Modification and Change of Situs," 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 and Change of Situs," American Law Institute/American Bar Association, ALI-ABA, "Sophisticated Estate Planning Techniques," Boston, Massachusetts; Pennsylvania Bar Association, "15th Annual Estate Law Institute."
Margaret E.W. Sager, Speaker/Author, "Giving Your Trust A Facelift: Modification, Change of Situs and Decanting," American College of Trust and Estate Counsel, Boca Raton, Florida, presented with Laird A. Lile, Esquire.
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, "Trust Situs: Cherry-Picking Time; Why, How, What Now?" Pennsylvania Bar Institute, Philadelphia Bar Association Probate & Trust Law Section March 2008 Quarterly Meeting, presented with Karen A. Fahrner, Esquire, Philadelphia, Pennsylvania.
Margaret E.W. Sager, Speaker/Author, "Guardianships of Incapacitated Persons," Pennsylvania Bar Institute, "Gulf Coast Estate Law Conference," Marco Island, Florida.
2007
Margaret E.W. Sager, Speaker/Author (with R. Michael Daniel, Esquire, et al.), "Do Unto Others in the Orphans' Court: Civility & Professionalism in the Courtroom and Practice," 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," (February 2008), presented with the Honorable Stanley R. Ott.
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, Washington, D.C., presented with William E. Davis, Esquire, Philip L. O'Donoghue, Esquire, Peter Gordon, Esquire, Linda Hirschson, Esquire, and Gerard G. Brew, Esquire.
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. November 2003 - 2007.
Adam T. Gusdorff, Speaker, "Orphans' Court Practice and Procedure," Pennsylvania Bar Institute, Philadelphia, Pennsylvania and Mechanicsburg, Pennsylvania.
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," January 2006, 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.
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.
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," Sterling Investment Advisors, Ltd., 2005 Year End and Estate Planning Seminar, Berwyn, Pennsylvania.
Margaret E.W. Sager, Speaker/Co-Author (with Howard M. McCue, III, Esquire), "Charitable Trust Administration: Enforcing Donor Intent When the Ties That Bind Become Frayed," American College of Trust and 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 Topics in Estate Planning," Philadelphia Tri-State Financial Planning Meeting," Philadelphia, Pennsylvania.
Adam T. Gusdorff, Speaker/Author, "Beyond the Will: What Every Lawyer Should Know About Living Wills and Other Personal Planning Tools, Ballard Spahr, 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, presented with James Mannion, Esquire.
Jill R. Fowler, Co-Author, "Tax Planning for Lifetime and Testamentary Dispositions, Second Edition, With Forms," co-author with Professor Don W. Llewellyn, 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 and 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," Philadelphia, Pennsylvania, 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.
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 The Honorable Stanley R. Ott, Montgomery County Estate Planning Council, Pennsylvania.
Margaret E.W. Sager, Speaker, "Marital Agreements," Pennsylvania Bar Institute, "Litigating in the Orphans' Court," (Course Planner).
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, Speaker, "Preserving Public Benefits Through Special Needs Trusts," ASCEND Organization.
Adam T. Gusdorff, "Decoupling the Pennsylvania Estate Tax from the Federal Estate Tax," Philadelphia Bar Association, Probate and Trust Law Section Newsletter (No. 106).
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, Hershey, Pennsylvania.
Margaret E.W. Sager, Speaker/Co-Author, "Recent Developments in Philadelphia Orphans' Court & Register of Wills Practice," Corporate Fiduciaries Association of Philadelphia, Pennsylvania.
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.