• On-Demand Video

ABCs of Pennsylvania Trusts, Trust Drafting, & Traps for the Unwary 2024

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The subject of trusts in Pennsylvania can engender discomfort among attorneys since an unskilled drafting of a trust provision can lead to liability and strife within the family you intended on assisting. This strife can last for years and even generations. 

Any attorney offering estate planning services should be aware of the risks, the benefits, and the family structure involved in trust drafting. This overview will cover the world of trusts from the point of view of practicing attorneys and corporate trustees.  

ABCs will examine the following: 

  1. What is a trust?
  2. When and how should a trust be used?
  3. Irrevocable vs. Revocable Trusts
  4. Grantor vs. Non-Grantor Trusts
  5. Drafting the trust document - and tips for avoiding common errors
  6. Trust modification - Living with the trust you created
  7. Understanding the family unit and how a trust can disrupt family harmony

Recorded in March 2024.

Practice Areas


Leslie K. Heffernen Esq., CPA Pitcairn Trust Company
Jennifer K. Kosteva Esq. Heckscher Teillon Terrill & Sager PC
Ted Perkins JD, LL.M., CPA Gibson & Perkins, PC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
©2024 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.