The Supreme Court has allowed an appeal from an order directing a trustee to provide the beneficiaries with unredacted copies of lawyer fee invoices that the trustee paid from trust funds. Both the Orphans’ Court and the Superior Court had … Continue reading
Category Archives: News
I received some emails recently from someone who was very unhappy that a court was not allowing him to represent a family member in court, even though he had a power of attorney authorizing him to “pursue claims and litigation” … Continue reading
Berks County has amended local Orphans’ Court Rules 2.5A, 2.7A, 14.1A, 14.3A, 14.4A, 14.8A, and 14.8B, and adopted new Rules 2.6A, 2.6B, and 2.6C. “Amendments to Local Rules; No. 19-1 Prothonotary” (Berks Co. 1/17/2019), 49 Pa.B. 616 (2/9/2019). … Continue reading
Bedford County has entered an administrative order designating a “Guardianship Compliance Officer” to be responsible for enforcing the filing of inventories and reports in accordance with Pa. O.C. Rule 14.8(f). “Guardianship Compliance Officer; No. AD 1 for the Year 2019” … Continue reading
The Supreme Court Orphans’ Court Procedural Rules Committee is planning to propose a new Pa.O.C. Rule 5.50 to specify the contents of a petition to settle a small estate in accordance with 20 Pa.C.S. § 3102. Any comments on the … Continue reading
The Supreme Court has granted certiorari in the appeal of the North Carolina Department of Revenue in North Carolina Department of Revenue v. Kimberley Rice Kaestner 1992 Family Trust, 814 S.E.2d 43 (N.C. 2018), No. 18-457 (U.S.S.C. 1/11/2018). The North … Continue reading
A new Webcalculator for charitable remainder lead trusts (CLATs) is now up and running. It includes computations of the payouts necessary to zero-out the noncharitable remainders of CLATs with increasing annuity payouts and “shark fin” CLATs in which the remainder is minimized … Continue reading
Delaware County has amended its fee schedule for the Register of Wills and Orphans’ Court, increasing per page certification fees to $1.00 per page, to be effective February 1, 2019. “Amendments to the Register of Wills and Clerk of Orphans’ … Continue reading
A new Webcalculator for charitable remainder annuity trusts (CRATs) is now up and running. It includes projections for when a trust might terminate if the trust incorporates the language of Rev. Proc. 2016-42 so that the trust terminates before it exhausts, and … Continue reading
The Disciplinary Board of the Supreme Court has proposed amending the Rules of Professional Conduct to add an additional exception to client confidentiality, allowing lawyers to make disclosures the lawyer reasonably believes are necessary “to comply with other law or … Continue reading