PA Specific

Trusts, Estates & Probate

4.36

Pennsylvania Probate Mistakes A-Z: Judges and Experienced Attorneys Weigh In

Credits Available
Credit Status Total
New York CLE Approved 7 Total
OnDemand
6 hours 5 minutes
George Overton
Benjamin Johns
Patti Spencer
Beth Dodson
Jarah Heeter
James Campese
With Hon. George W. Overton from Philadelphia County Court of Common Pleas + 5 others
Recorded December 08, 2023
Product ID 97475

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Overview

Tackling Common Issues in Procedures, Assets, Taxes, and More!

You should learn from those who know best. This step-by-step practical instruction, headed by probate court judges and attorneys, addresses key mistakes and problems every new and experienced practitioner is likely to face in their career. Learn how to tackle crucial first steps; handle the executor; gather, value, and distribute all assets; and successfully complete the final accounting and tax returns. Build your skills - register today!

  • Gain the insight of practicing attorneys and probate court judges.
  • Identify key first step mistakes that can derail a case early on.
  • Improve communication with executors, the court, government agencies, and other parties.
  • Spot commonly overlooked and mishandled assets.
  • Pick up tips for validating, prioritizing, and satisfying creditor claims.
  • Prevent mistakes in making distributions, filing the final tax return, and the final accounting.
  • Learn how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more.

Abbreviated Agenda

  1. Probate Court Judges' Insight into Top Procedural Mistakes Attorneys Make
  2. Communication Mistakes: Clients, PRs, Court, and Third Parties
  3. Asset Problems: Marshalling, Valuing, Creditor Claims, Sale of Property
  4. Trusts and Estates Disputes: Top Issues, Resolutions Tips, When to Involve the Judge
  5. Tax Forms, Deadlines, Post-Mortem Planning
  6. Final Accounting Issues
  7. Common Estate Planning Mistakes That Lead to Tougher Estate Administration
  8. Preventing Legal Ethics Mistakes
Product ID 97475

Credit Details

Credits Available
Credit Status Total
New York CLE Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Probate Court Judges' Insight into Top Procedural Mistakes Attorneys Make

  2. Communication Mistakes: Clients, PRs, Court, and Third Parties

  3. Asset Problems: Marshalling, Valuing, Creditor Claims, Sale of Property

  4. Trusts and Estates Disputes: Top Issues, Resolutions Tips, When to Involve the Judge

  5. Tax Forms, Deadlines, Post-Mortem Planning

  6. Final Accounting Issues

  7. Common Estate Planning Mistakes That Lead to Tougher Estate Administration

  8. Preventing Legal Ethics Mistakes

    1. Who is Your Client? Joint Representation, Conflicts of Interest
    2. Attorney Fees and Unclear Engagement Agreements
    3. Diligence and Competence in Estate Administration
    4. Fiduciary Liability Considerations

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants
  • Tax Professionals
  • Trust Officers
  • Executors and Other Fiduciaries
  • Paralegals

Speakers

Hon. George W Overton
Hon. George W.
Overton
Philadelphia County Court of Common Pleas
Benjamin S Johns
Benjamin S.
Johns
Jones, Gregg, Creehan & Gerace, LLP
Patti S Spencer
Patti S.
Spencer
Spencer Law Firm LLC
Beth A Dodson
Beth A.
Dodson
Dodson Law
Hon. Jarah L Heeter
Hon. Jarah L.
Heeter
Heeter & Associates, P.C.
James B Campese
James B.
Campese
James J. Loll, P.C.
Speaker bio
Hon. George W Overton

Hon. George W. Overton

Philadelphia County Court of Common Pleas
George Overton

is a judge of the Court of Common Pleas for Philadelphia County. He was elected to the bench in 2001, commissioned in January 2002, and retained for a second ten year term in 2011. Judge Overton is assigned currently to the Orphans' Court Division, where he presides over matters involving estates, trusts, guardianships, incapacities, power of attorneys, birth records, marriage licenses and non-profit charitable corporations. During his tenure, he also has presided over various criminal, civil, and family court cases. Judge Overton has served as a member of statewide Judicial Education Committee of the Pennsylvania Conference of State Trial Judges (PCSTJ). He is a former president of the PCSTJ, and also served as chair and co-chair of several programs for the Education Committee of the First Judicial District of Pennsylvania (FJD). Judge Overton is currently chairman of the General Rules Committee for the FJD. He earned his B.A. degree from Clark University and his J.D. degree from Delaware Law School at Widener University. Judge Overton is an adjunct professor of law at the Delaware Law School at Widener University, where he teaches Pennsylvania Practice.

Speaker bio
Benjamin S Johns

Benjamin S. Johns

Jones, Gregg, Creehan & Gerace, LLP
Benjamin Johns

is an attorney with Jones, Gregg, Creehan & Gerace, LLP in downtown Pittsburgh. He focuses his practice squarely on the "four pillars" of the Orphans' Court: estate planning, estate administration, estate litigation and guardianship. Mr. Johns is active in the Pennsylvania Bar Association's Real Property, Probate and Trust Section, and many elder law and estate planning groups. He earned his Bachelor of Arts from the Honors College at the University of Pittsburgh in 2005, and his Juris Doctorate from Duquesne University School of Law in 2009.

Speaker bio
Patti S Spencer

Patti S. Spencer

Spencer Law Firm LLC
Patti Spencer

is an attorney with Metzger and Spencer, LLP and Spencer Law Firm LLC in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column Taxing Matters, which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College, her J.D. degree from Boston University and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.

Speaker bio
Beth A Dodson

Beth A. Dodson

Dodson Law
Beth Dodson

is a practicing attorney (NY and PA), certified mediator, and judicial arbitrator. She is the principal of Dodson Law P.C. and currently represents clients in real estate, estates and trust formation and administration, and employment related matters. Previously, she served as Managing Director and Senior Counsel in the Legal Department at BNY Mellon, where she managed trust and estate litigation as well as a variety of other financial services litigation and real estate and lending matters. Attorney Dodson also has over a decade of experience in private practice as a trial attorney and has litigated disputes concerning trust and estate administration, real estate, employment, financial services, securities matters, as well as clients facing white collar criminal charges in federal court. In November 2023, Attorney Dodson was elected Magisterial District Judge for District Court 56-3-03, located in Carbon County, Pennsylvania. She will be sworn in and assume the bench on January 1, 2024. Attorney Dodson earned a B.A. from Elizabethtown College and J.D. from Thomas R. Kline School of Law of Duquesne University, both magna cum laude. She was named the Pennsylvania Bar Foundations 2017 Pro Bono Attorney of the Year and also has been named a PA Super Lawyer, Rising Star, on several occasions.

Speaker bio
Hon. Jarah L Heeter

Hon. Jarah L. Heeter

Heeter & Associates, P.C.
Jarah Heeter

is an attorney at Heeter & Associates, P.C and was elected to serve as a Magisterial District Judge in 2019. She focuses her practice in real estate, estate planning, estate administration, planning for long term care, solar leases, and oil and gas. Judge Heeter earned her B.S. degree from Clarion University of Pennsylvania and her J.D. from Duquesne University School of Law. She is admitted to practice in Pennsylvania and the United States District Court.

Speaker bio
James B Campese

James B. Campese

James J. Loll, P.C.
James Campese

is an attorney licensed and located in Pennsylvania. He focuses his practice on probate matters. Mr. Campese received his Bachelor's Degree from Washington & Jefferson College and his J.D. from Thomas R. Kline School of Law of Duquesne. He is admitted to practice law in Pennsylvania.

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