Drafting Health Care Powers of Attorney

This article will explain some of the drafting decision reflected in the author’s sample form of combined health care power of attorney and living will (“the form”). Like other articles, the comments below are the opinions of the author, are offered...

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Administering Insolvent Estates

[This article is adapted from course materials originally published as “‘Til Debt Do Us Part” as part of the May 2010 Annual Meeting of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association.] Insolvent estates seem...

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Public Access Policy Compliance for Orphans’ Court Filings

On January 6, 2017, the Supreme Court adopted a new public access policy (“the Policy”) for records of appellate and trial courts in Pennsylvania, which became effective January 6, 2018.  The Policy applies to filings in the Orphans’ Courts of...

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“Sole Use” Trusts and Disclaimers

[This article was published in the PBA Real Property, Probate and Trust Law Newsletter, No. 73 (Summer 2013), p. 12.] Pennsylvania inheritance tax law allows a trust for the “sole use” of the surviving spouse to be taxed entirely at...

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PEF Code Omnibus Amendments and Technical Corrections to Act 95 (Acts 79 and 103 of 2016)

The Act of July 8, 2016, No. 79 of 2016 (“Act 79”), enacting S.B. 1104, put into effect a number of changes to the Probate, Estates and Fiduciaries Code (PEF Code, Title 20 of Pa.C.S.) that had been recommended by...

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