The ethics forum will address the ethical implications of a recent phenomenon- trust modification. To whom, if anyone, do we owe duties of loyalty or duties of care? Should we be concerned that the trust grantor may have thought the term “irrevocable” has a different meaning today than, perhaps, when the instrument was created? Should the issues be considered differently by lawyers advocating for a client, than other advisors on an estate planning team? In our analysis, we plan to discuss one of the most noteworthy trust modification decision, the Barnes case. Join us for an exciting panel discussion.
Richard Bell, Planning Capital Management
Rick is President and Founder of Planning Capital Management Corporation. Drawing from his experience as a Financial Advisor he developed the organization specifically to provide no boundary wealth management strategies to meet its client goals. Rick’s experience came from working with a National Brokerage firm where he provided investment strategies and asset management solutions to high-net-worth private clients, institutions and non-profit foundations. Later he joined an independent firm where he helped to develop this, predominately insurance and estate planning, boutique into a wealth management firm.
Paul C. Heintz, Esq., Obermayer Rebmann Maxwell & Hippel, LLP
Mr. Heintz is a partner in the Philadelphia firm of Obermayer Rebmann Maxwell & Hippel, LLP. He is a former Chair of Probate and Trust Law Section of the Philadelphia Bar Association, a member of that association's Professional Guidance Committee, which issues opinions on ethics questions, and authored an ethics column for the association's Orphans' Court Newsletter. He is a Fellow, and formerly served on the Board of Regents of The American College of Trust and Estate Counsel (ACTEC), and has served as ACTEC's Pennsylvania State Chair. Mr. Heintz frequently lectures on the Rules of Professional Conduct. He is included in The Best Lawyers in America and Pennsylvania Super Lawyers.
Terrance Kline, Law Office of Terrance A. Kline
Mr. Kline’s practice is devoted to estate planning and estate and trust administration. He also counsels clients in the creation and operation of private foundations and public charities and other forms of charitable gifts. Mr. Kline writes and lectures on estate and charitable planning topics. He is the editor of Estate Planning in Pennsylvania published by PBI. Mr. Kline is a Fellow of the American College of Trust and Estate Counsel and a member of many other professional groups that advance the study of trusts, estates and charities. He is admitted to practice before various state and federal courts. Mr. Kline holds law degrees from the University of Pittsburgh (J.D.) where he was Executive Editor of the University of Pittsburgh Law Review, Temple University (LL.M.) and Columbia University School of Law (LL.M.).
Melinda G. Rath, Glenmede
Melinda G. Rath is a Wealth Advisor and Relationship Manager in Glenmede’s Philadelphia office. In her role, Ms. Rath partners with other estate planning professionals to provide tailored advice and guidance in the areas of wealth transfer, fiduciary services, financial, estate and charitable planning/management.
Bradley D. Terebelo, Hecksher Teillon Terrill & Sager, P.C.
Brad Terebelo's practice involves all aspects of trust and estate planning and administration, focusing extensively on trust administration and fiduciary litigation. Brad has spoken and written on issues concerning trust modification and change of situs. He presented at the Pennsylvania Supreme Court Orphans' Court Rules Committee concerning representation of minor, unborn and unascertained beneficiaries in trust proceedings. Brad serves as current chair of the Litigation Committee of the Philadelphia Bar Association's Probate and Trust Law Section, for which he authors a quarterly article concerning recent developments in fiduciary litigation.
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Two Education Credits for CLE-Ethics (PA Only), Insurance (PA Only), CFP (non-Ethics), CPA (PA Only), PACE and CTFA will be offered.
This event is being co-sponsored by