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.
2021
Chloe Mullen-Wilson, Speaker, “Litigation Careers” Panel, Villanova
Law Employer Outreach Program, October 18, 2021.
Adam T. Gusdorff, Author/Speaker, “The Intersection of Death and
Divorce: Estate Planning & Family Law Implications under Marital Agreements,”
Philadelphia Bar Association, Probate and Trust Law Section Quarterly
Meeting, October 12, 2021.
Adam T. Gusdorff, Author/Speaker, “Settlement Agreements: Getting
Across the Goal Line,” American College of Trust and Estate Counsel
("ACTEC") National Meeting, October 8, 2021.
Chloe Mullen-Wilson, Speaker, “Careers in Tax” Panel, Philadelphia
Bar Association Tax Council, June 30, 2021.
Adam T. Gusdorff, Speaker, “Oops! I Did It Again,” a panel
discussion about the Britney Spears conservatorship, The Temple American
Inn of Court, May 19, 2021.
Adam T. Gusdorff, Course Planner/Author/Speaker, “Litigating in Orphans’
Court: Special Evidentiary Issues; Modification of Charitable Trusts,”
Pennsylvania Bar Institute , April 16, 2021.
Adam T. Gusdorff and Erica A. Russo, Co-Authors, "Once a Stepchild Always a Stepchild: the Fallacy of 'Former Stepchildren'
and Pennsylvania Inheritance Tax," Real Property, Probate & Trust Law Section Newsletter, Pennsylvania
Bar Association, Summer/Fall 2021.
Chloe Mullen-Wilson, Speaker, “Raise the Bar” Panel and Networking
Event, Seton Hall University Minority Pre-Law Student Association, April 15, 2021.
John A. Terrill, II and Michael A. Breslow, Co-Authors, "Congress Passes Corporate Transparency Act to Require Disclosure of Beneficial
Owners of Entities and the Creation of a National Registry of Entities," Steve Leimberg's Business Entities Newsletter - Archive Message
#218, January 21, 2021
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.