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Preview: PA Elder, Estate & Fiduciary Law Blog

PA Elder, Estate & Fiduciary Law Blog

A blog & resource by a practicing & teaching lawyer in Pennsylvania for law students, consumers, & professionals about Elder Law, senior lifestyles, long-term care, "End-of-Life" & health care surrogate decision-making, estate & personal planning, fiducia

Updated: 2017-09-14T02:48:03.900-04:00


Expanding Access to Mediation in PA


Following is a document for use in a presentation to the Pennsylvania Council of Mediators, at its 29th Annual Conference on Expanding Access to Mediation, held on April 15 (Fri) -16 (Sat), 2016 at the Hilton Hotel in

PA Model Local Rule for Mediation


On Friday, November 21, 2014, the Pennsylvania Bar Association formally approved, by unanimous vote, a Report and Recommendation presented by its Alternative Dispute Resolution Committee regarding a proposal for mediation in the Orphans' Court Divisions, of the Courts of Common Pleas, in the Commonwealth.   The "OC Mediation Project" proposes a "Model

Philadelphia Court Upholds Stephen Girard's Intentions


Stephen Girard, late in life Painted by J.R. Lambdin Judge O'Keefe, Administrative Judge of the Philadelphia Court of Common Pleas, sitting in the Orphans' Court Division, issued an opinion and order, dated August 21, 2014 (filed and released on August 25, 2014), regarding the administration of Girard College. The Court denied a petition filed in June, 2013, by the Board of Directors of

PA POA Reform legislation on Governor's Desk


On June 18, 2014, the Pennsylvania House of Representatives adopted (193-0) the amended, compromise version of House Bill 1429, in Printer's No. 3708, regarding power of attorney reform.  The adopted legislation was transmitted to the Governor for signing into law on June 24, 2014. [Update: The Governor signed the legislation into law on July 2, 2014, as Act No. 95 of 2014.  See Update below.]

PA Power of Attorney Reform Legislation Moves


Legislative changes appear afoot regarding Pennsylvania's Power of Attorney laws. On Monday, June 16, 2014, the Pennsylvania Senate adopted (50-0), after three required considerations, a revised version of House Bill 1429, into a new Printers No. 3708.  The Senate's version differs from the version that the House had adopted (198-0) nearly a year ago, on June 19, 2013, in the form of HB 1429,

A Memorial Birthday Message: Patti S. Bednarik


Patti S. Bednarik, Esq. "Estate planning for pets" remains an important consideration for folks in a relationship with one or more beloved companion animals -- faithful pets -- whose well-being, even survival, depends upon a thoughtful owner. This is an awareness I've held for the past ten years or more, since being introduced to the concern by my dear late friend Patti S. Bednarik, Esq.

NPR Broadcasts "Managing Your Elderly Parents' Finances"


On Thursday morning (11:06 AM to Noon), February 27, 2014, The Diane Rehm Show, as broadcast from WAMU through the National Public Radio network, focused on the topic Managing Your Elderly Parents' Finances, with guest host Elise Labott. The highly-qualified and well-spoken guests were: Sally Hurme, Project Advisor, Education and Outreach, at AARP Naomi Karp, Senior Policy Analyst, Office

Enact Mandatory Financial Elder Abuse Reporting in PA


On December 11, 2013, Professor Katherine C. Pearson, of Penn State Law (The Dickinson School of Law, Carlisle, PA Campus), posted a four-page article entitled Law Financial Abuse and Exploitation in Pennsylvania: The Importance of Early Response and Clearer Lines for Recovery, available as a PDF download on the Social Science Resource Network. On January 15, 2014, Professor Gerry Beyer

PA Small Estate & Deposit Payment Thresholds Increased


The Pennsylvania Probate, Estates & Fiduciaries Code (Title 20 of PA Consolidated Statutes) was amended in minor, but helpful, ways by Act 35 of 2013, which became effective on August 31, 2013. The changes in affected sections of Title 20 are noted in the adopted form of House Bill 513, Printer's No. 2169, of the 2013-2014 Legislative Session.  HB 513's History indicates it was adopted by the

Joint State's Amazing Record and Report


On August 1, 2013, the Pennsylvania Joint State Government Commission posted a Report, dated August, 2013 (PDF, 4.7 MB), entitled The Probate, Estates and Fiduciaries Code and Orphans' Court Matters: Legislation Recommended by the Advisory Committee on Decedents' Estates Laws, which encapsulates -- in 291 pages of history, descriptions, summaries, lists, and tables -- the amazing impact of

"Older & Wiser" Presentations Planned