Many legal commentators and publications have noted that there are problems with relying on “generative artificial intelligence” or “large language models” such as “ChatGPT,” which are often referred to (somewhat derisively) as “chatbots.” The problems are usually described as “hallucinations” … Continue reading
Daniel Evans
As previously reported, the Pennsylvania Bar Association, acting on a joint report and recommendation of the Real Property Probate and Trust Law and Elder Law Sections, is now supporting the introduction and passage of legislation authorizing electronic wills and other … Continue reading
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The Department of the Treasury and the Internal Revenue Service have released Notice 2025-68, 2025-52 IRB ___ (12/22/2025), which describes questions about “Trump Accounts” under section 530A of the Internal Revenue Code (IRC) that the Treasury and the IRS intend … Continue reading
On November 21, 2025, the House of Delegates of the Pennsylvania Bar Association approved a joint recommendation of the Real Property, Probate and Trust Law and Elder Law Sections of the PBA to support HB 256, which will exempt from … Continue reading
House Bill 1176 has passed both houses of the legislature and has been signed into law by the governor, becoming the Act of November 24, 2025, No. 50. The two sections of the act can be summarized as follows: Section … Continue reading
Montgomery County has published new fee schedules for the Register of Wills and Clerk of the Orphans’ Court, both effective January 1, 2026. “Register of Wills Fee Schedule; No. 2025-00001” (11/5/2025), 55 Pa.B. 7950 (11/22/2025); “Clerk of Orphans’ Court Fee … Continue reading
The fiduciary exception to the attorney-client privilege does not apply to attorney records relating to a civil action brought by a trustee against one of the beneficiaries to enforce an indemnification agreement entered into for a distribution to that beneficiary, … Continue reading
It was not a breach of fiduciary duty for the proceeds of sale of a property to be paid half to the two co-owners, mother and daughter, even though the daughter was the mother’s agent under a general power of … Continue reading
It was an error of law, and so an abuse of discretion, for the Orphans’ Court to deny a third petition for a guardian of the person when there was evidence that the electroconvulsive treatments (“ECT”) that were administered to … Continue reading