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Whether you're new to estate administration or need a basic refresher, you'll receive a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation and procedures for correctly closing the estate. You'll also learn how to correctly deal with thorny estate administration debt issues including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - order today!
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July 23 - Scranton
JERRY B. CHARITON is the senior partner in the Wilkes-Barre law firm of Chariton, Schwager & Malak. Mr. Chariton is a fellow of the American College of Trust and Estate Counsel for which he chairs the Tax Issues Relevant to Trusts and Estates Subcommittee of the Fiduciary Litigation Committee. Mr. Chariton maintains an active civil practice, concentrating on estate planning and administration, taxation, real estate transactions, title insurance, general corporate, and other business matters and related litigation. A Phi Beta Kappa graduate of The Johns Hopkins University and Harvard Law School, Mr. Chariton is admitted to practice before all Pennsylvania courts, the U.S. District Court for the Middle District of Pennsylvania, the U.S. Court of Appeals for the 3rd Circuit, the U.S. Tax Court, and the U.S. Supreme Court. A past assistant Luzerne County district attorney, Mr. Chariton is a member of the Luzerne County, Pennsylvania and American bar associations. Mr. Chariton is a past chairman of the Pennsylvania Bar Association's Real Property, Probate and Trust Law Section, and of its Probate and Trust Law Division. For many years, Mr. Chariton served as chairman of the Estate Planning Committee in the Real Property, Probate and Trust Law Section. Before such chairmanship, he served as chairman of that section's Probate Procedures and Orphans' Court Practice Committee. Mr. Chariton is a past chairman of the American Bar Association's Tax Section's Small Firm Lawyers Committee. Mr. Chariton currently serves as the chairman of the Luzerne County Bar Association's Orphans' Court Rules Committee. He is a past president of the Estate Planning Council of Northeastern Pennsylvania. Mr. Chariton has participated in numerous educational programs in the United States and abroad for the American Bar Association, Pennsylvania Bar Association, Pennsylvania Bar Institute, and various nonprofit organizations. He is one of the authors of PBI Press's Estate Planning in Pennsylvania, revised edition (2016), and is the author of the chapter on "Fee Agreements for Wills and Estates" in the PBI Press (revised edition, 2017).
CHARLES L. CONSAGRA was a former partner and of counsel in Needle Law Firm and is currently of counsel with the Law Offices of Mascelli & Paterson, where he concentrates in the field of administrative law, with primary specialty in the areas of workers' compensation, Social Security, and unemployment compensation. He has published several articles in the area of workers' compensation, Social Security and ethics, as well as presenting seminars for National Business Institute and to the Department of Public Welfare Disability Advocates personnel. Since 1978, Mr. Consagra has been a part-time faculty member at Keystone College as an instructor in the areas of education, behavioral sciences, criminal justice, and business law. He is an instructor in business for graduate students through Marywood University. Mr. Consagra earned his B.A. degree, magna cum laude, from the University of Scranton; and his Master of Arts in counseling psychology, and Master of Science in Ed from Marywood University. Mr. Consagra also holds a M.Div and Ph.D. (all but dissertations).
DIANE L. DAGGER is a solo practitioner whose practice focuses on estate planning, and assisting seniors in understanding and applying for Medicaid. Prior to opening her private practice in January, 2019, Ms. Dagger worked as an associate attorney in the estate division of the law firm of Cramer, Swetz, McManus & Jordan, P.C., in Stroudsburg, Pennsylvania. During that time, she prepared estate plans and handled all aspects of estate administration for her clients. Ms. Dagger's experience in estate planning began long before becoming an attorney. While in law school, she interned in the Sixty Plus Elder Law Clinic, Estate Planning Division where she prepared several estate plans for clients with blended families and unusual asset distribution requests. Prior to law school, Ms. Dagger had gained years of experience as a legal secretary and paralegal which included estate law. She earned her B.S. degree from East Stroudsburg University and her J.D. degree from Thomas M. Cooley Law School. Ms. Dagger is a member of the Monroe County and Pennsylvania bar associations.
EDWARD A. MONSKY is an associate at The Belt Law Firm, PC. Mr. Monsky has been practicing law for over 35 years and focuses his practice in civil litigation, wills and estates, workers' compensation matters, and Social Security disability. He has previously lectured several times for the Pennsylvania Bar Association on avoiding legal malpractice and he lectures for National Business Institute in the area of estate administration. Mr. Monsky is a board member and past president of Lackawanna Pro Bono and the past president of Elan Gardens, a senior living facility in Clarks Summit, Pennsylvania. He earned his B.A. degree from Haverford College, his M.A. degree from the University of Pennsylvania, and his J.D. degree from Washington University. Mr. Monsky is a member of the Pennsylvania and Lackawanna County bar associations (past director).
July 26 - Harrisburg
WILLIAM F. HOFFMEYER is CEO and founder of the law firm of Hoffmeyer & Semmelman LLC, concentrating his practice on real estate and zoning law, corporate law, estate planning and probate law, and elder law. He also acts as an expert witness throughout Pennsylvania on matters pertaining to real estate law, including attorney and title insurance agent malpractice. Mr. Hoffmeyer has spoken for the Pennsylvania Bar Institute, the Pennsylvania Bankers Association, the Pennsylvania Land Title Institute, various boards of realtors, and for various bar associations on real estate law and the unauthorized practice of law. He wrote The Abstracters Bible, Contracts of Sale for Real Estate and How to Plot a Deed and Settlement Procedures Manual. Mr. Hoffmeyer is a past adjunct professor on real estate law at York College of Pennsylvania and past adjunct professor for the paralegal program on real estate law at Penn State University, York Campus. He is a member of the York County (former chairman, Continuing Legal Education Committee; current chairman, Unauthorized Practice of Law Committee), Pennsylvania (chairman and co-chairman, Unauthorized Practice of Law Committee; past chairman, Mechanics' Lien Law Committee and Marketable Title Committee of the Real Property Section) and American bar associations; and the American College of Real Estate Lawyers. Mr. Hoffmeyer is listed as a Super Lawyer in the publication Pennsylvania Super Lawyers and has been selected by his peers to be included in The Best Lawyers in America. He was only the sixth recipient of the Pennsylvania Bar Association's Pennsylvania Bar Medal recognizing his endeavors in the fight against the unauthorized practice of law and was listed and recognized as Lawyer of Distinction in the New York Times, Sunday edition, June 30, 2018. Mr. Hoffmeyer earned his A.B. degree from Franklin and Marshall College and his J.D. degree from The Dickinson School of Law.
JOHN W. METZGER is a partner in the Lancaster firm of Metzger and Spencer, LLP, where he practices in the areas of taxation, probate, trusts, estate planning, business entities, real estate, orphans court practice, orphans court litigation, and zoning law. He is chairman of the Lancaster Township Zoning Hearing Board. Mr. Metzger is a member of the Lancaster and Pennsylvania bar associations. He recently completed his term as a member of the Real Property Probate and Trusts Law Section Council. Mr. Metzger has volunteered and served as the estate planning expert for Wills for Heroes. He served several terms as a trustee of The Heritage Center Museum of Lancaster County, as well as chairman of its Planning and Giving Committee and chairman of the Heritage Museum at Penn Square. Mr. Metzger recently concluded service on both the Board of Directors and Executive Committee of the Historic Preservation Trust of Lancaster County, and as a member of the Preservation Action Committee. He earned his B.A. degree, cum laude, from the University of Richmond and his J.D. degree from Temple University School of Law.
PATTI S. SPENCER is an attorney with Metzger and Spencer, LLP and the 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; and Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues, AuthorHouse, 2015. 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.
RYAN A. WEBBER is an attorney with Walters & Galloway, PLLC and focuses on elder law, estate planning, estate administration, and Medicaid planning. Mr. Webber received his B.A. degree from Lebanon Valley College and his J.D. degree (finishing in the top third of his class) from Widener University Commonwealth Law School. He is currently working towards earning his LL.M. degree in elder law from Stetson University College of Law, a national leader in the elder law curriculum. Mr. Webber is a member of the Cumberland County Bar Association, the Pennsylvania Bar Association, the Pennsylvania Academy of Elder Law Attorneys (PAELA), and the National Academy of Elder Law Attorneys (NAELA). Further, he is accredited attorney for veterans' benefits before the Department of Veterans Affairs (VA) and a board member of the Life Care Planning Law Firm Association (LCPLFA), a national organization devoted to the holistic practice of elder law.