Pennsylvania Fiduciary Litigation


"Addresses matters relating to estate planning, trust and estate administration, retirement plan distributions, planned giving, federal tax, and closely held businesses."

Author: Patti S. Spencer is a solo practitioner in Lancaster, Pa., and the author of the weekly "Taxing Matters" column in the Lancaster Intelligencer Journal as well as Pennsylvania Estate Planning, Wills and Trusts Library Forms and Practice Manual, Your Extate Matters: Gifts, Estates, Wills, Trusts, Taxes and other Estate Planning Issues.

Blawg Related Categories: Tax Law • Trusts & Estates • States • Pennsylvania • Solo / Small Firm

Recent Posts from Pennsylvania Fiduciary Litigation


  • Dementia Rise Puts Stress on Wills

    This article from the UK highlights the predicted rise in dementia diagnoses due to the ageing of the population and what that means for will contests.  Click here. Hat Tip to J. Michael Young, Esq.…

  • Martin Luther King Jr.'s Children Resolve Bitter Dispute Over Estate

    Bruce Carton at Legal Blog Watch writes: "An out-of-court settlement has finally resolved a long-standing dispute among Dr. Martin Luther King's children over his multimillion-dollar estate. Although Dr. King died in 1968, his estate continues…

  • Inheritance Laws and the EU

    When your client owns property in foregin countries, estate planning and tax issues can be complex.  This is an excellent article discussing inheritance in the European Union nations centering on the issue of forced heirship. …

  • DNA Testing to Determine Heirship?

    Whom are a person’s heirs? Heirs are those who inherit a decedent’s property if he or she dies without a will. The law has long established that a surviving spouse has a right to receive…

  • A Modern Day Jarndyce and Jarndyce

    Remember Jarndyce and Jarndyce? The Chancery suit that goes on and on in Dickens' Bleak House? From the first chapter of Dickens' Bleak House: Jarndyce and Jarndyce drones on. This scarecrow of a suit has,…

  • Brooke Astor's Son Anthony Marshall Found Guilty

    The jury came back on October 8, 2009 on the 11th day of deliberations with the verdict:  guilty on 14 counts including first-degree grand larceny and scheming to defraud. The co-defendant, estate planning lawyer Francis…

  • Wills Can Impose Religious Conditions

    The Chicago Tribune reports the Supreme Court of Illinois' unanimous decision in the Erla Feinberg case.  Here is Manya A. Brachear's and Ron Grossman's article: Illinois Supreme Court: Wills can use religious tests.   We blogged about the case…

  • Former Caretaker Convicted of Ripping Off Elderly Woman

    The Springfield, Illinois State Journal-Register reports: "Sandra Gayle, 65, of Springfield was convicted of financial exploitation of the elderly and financial exploitation of a person with a disability. A Sangamon County jury deliberated a little more…

  • "Off the Road" with Kuralt's Estate Plan

    Charles Kuralt, the TV Journalist and "On the Road" reporter, has another distinction. He has become famous in estate planning circles for "what not to do" with regard to your estate plan. Mr. Kuralt died…

  • Trustee Fees - The Superior Court's View

    Is Williamson Estate still good law? On August 24, 2009, the PA Superior Court filed its opinion in Wachovia Bank, N.A.'s appeal in The Estate of Anna Fridenberg .  See 2009 PA Super 164. The case arose…