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October 28, 2025: Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations

by Alex Janney | Oct 28, 2025 | 2025 Webinars, Past Events

This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips...

September 16, 2025 Understanding the PEF Code’s New Rules for Nonjudicial Settlement Agreements

by Alex Janney | Sep 23, 2025 | 2025 Webinars, Past Events

This presentation will focus on giving estate, trust, and elder law practitioners an understanding of Nonjudicial Settlement Agreements (NJSAs) as authorized under Pennsylvania’s Uniform Trust Act as well as the Uniform Trust Code in general. NJSAs have emerged as a...

June 10, 2025 At the Crossroads: Resident Advocate and Facility Perspectives on Recent Nursing Home Regulation Developments

by Alex Janney | Jun 11, 2025 | 2025 Webinars, Past Events

Join us for an insightful discussion on the rapidly evolving regulatorylandscape affecting Pennsylvania nursing homes, with a focus on thenew staffing mandates and how they are reshaping operations acrossthe state. Participants will gain a clearer understanding of how...

October 22, 2024: Mental Health AHCDs and Powers of Attorney: Contents, Applications, and Obstacles

by Alex Janney | Aug 12, 2024 | 2024 Webinars, Past Events

Over the past 20 years, Pennsylvania statutes and case law have evolved dramatically in the realm of powers of attorney and healthcare representation. However, mental health powers of attorney remain an underutilized and often-forgotten tool in helping individuals...

May 8, 2024 Webinar: Navigating the Roundabout: Understanding Grantor Trust, Estate, and Medicaid Rules in Order to Find the Right Path

by Alex Janney | Mar 25, 2024 | 2024 Webinars, Past Events

When creating trusts, attorneys face the challenge of understanding the complex federal tax rules triggering grantor trust status for income tax purposes plus those triggering inclusion in the gross estate for federal estate tax purposes.  Adding to the inherent...
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