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Counseling Fiduciaries

Overview

We advise individual and corporate fiduciaries on duties owed to beneficiaries of trusts and estates and co-fiduciaries during administration. Our counsel focuses on best practices for managing fiduciary and financial responsibilities, minimizing risk and addressing governance issues. We work closely with fiduciaries to facilitate the smooth and efficient administration of trusts and estates and provide customized fiduciary training.

Insights & Events

Latest

Speaking Engagement Recap October 22, 2025

Secure-ly Planning for Charitable & Planned Giving Under the SECURE Act and SECURE Act 2.0

2025 Planned Giving Day Conference for the Planned Giving Day Council of Greater Philadelphia
2 min read
Published Articles October 2025

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust Planning for Large Qualified Retirement

Law.com
1 min read
Speaking Engagement Recap September 11, 2025

Beauty is in the Eye of the Beholder: Reviewing Estate and Tax Planning Following the One Big Beautiful Bill Act

Howard County Estate Planning Council Membership Breakfast
1 min read
Updates April 2025

Your Pennsylvania Entity’s Report May Be Due Sooner Than You Think in 2025 and Beyond

Change From 10-Year to Annual Reporting Requirements
4 min read
Updates April 2025

Montana Allows Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Oklahoma

Law Also Allows Charities to Obtain Judicial Declarations of Endowment Agreements’ Rights and Duties
4 min read
Published Articles May 2024

Keystone State Strengthens Its Irrevocable Trusts With Grantor Trust Rules

1 min read
Updates May 2024

Georgia and Kentucky Allow Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Ohio and Vermont

4 min read
Updates March 2024

Missouri Court Allows University to Reclassify Restricted Endowment Funds Under UPMIFA

4 min read
Updates October 2023

Kansas Allows Donor Standing Under UPMIFA, But Similar Effort Falls Short in Ohio for Now

5 min read
Updates July 2023

New Hampshire Supreme Court Reaffirms UPMIFA’s Standing Requirements

5 min read