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Pennsylvania Fiduciary Litigation

Insights and Commentary from a Trusts and Estates Lawyer and Expert Witness

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Abuse of a Power of Attorney is a Crime

By Patti Spencer on December 14, 2015
Posted in Powers of Attorney

According to the American Bar Association Commission on Law and Aging, too many criminal justice professionals lack awareness in the role they can play in holding offenders accountable. An agent who violates the duty owed to the principal may have committee one or more crimes. The agent may have violated state and federal laws, including laws…

Who Has Standing to Challenge the Actions of an Agent Under a Power of Attorney?

By Patti Spencer on December 7, 2015
Posted in Powers of Attorney

Recent changes were made to Pennsylvania’s power of attorney statute by Act 95 which was enacted in 2014 and amended Title 20, Chapter 56 of the PEF Code. All of the Act’s provisions have been effective since January 1, 2015.

PEF Code Section 5601.3(d)(1) provides that an agent shall not be required to disclose receipts…

Patti S. Spencer, Esq. is a nationally recognized Trust & Estates attorney, expert witness, and author. Her areas of concentration include trusts: estate administration, settlement, and planning; inheritance tax: fiduciary liability, and tax planning.

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Spencer Law Firm LLC is comprised of legal professionals dedicated to a single goal: meeting your estate planning and administration needs. Whether you are an individual needing to develop a complex estate plan, an attorney requiring an expert witness to aid in resolving a fiduciary dispute in court or an accountant searching for legal support

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