New Caregiver Act

Pennsylvania has enacted a new “Caregiver Advise, Record and Enable Act” (CARE Act), H.B. 1329, Act of April 20, 2016, No. 20, effective in 12 months. This new law attempts to help family members and other “lay caregivers” of people...

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Trust Protectors in Pennsylvania

(This article originally appeared in the PBA Real Property, Probate and Trust Law Newsletter, No. 75, p. 19 (Summer 2014).) There is both controversy and uncertainty about the use of “trust protectors” in the creation and administration of trusts. The...

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Forms 1099 with Post-Death Income

It is quite common for a broker or other payor to issue Forms 1099-INT or 1099-DIV in the name of the decedent, and with the decedent’s security number, reporting income received after death.  This happens because brokers continue to record...

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