Trust Situs: Studies in Contested Jurisdiction
As individuals become more mobile, so have trusts. The location of the settlor, trustees, trust assets and trust administration all play a role in determining trust situs and which court(s) have jurisdiction over a trust. Sometimes just winning the “race to the courthouse” can determine jurisdiction, affecting which court can exercise jurisdiction over the trust for years to come. This talk will address how courts around the country have analyzed these issues, what considerations should be factored in when determining the appropriate jurisdiction and . . . the traps for the unwary.
Registration and cocktails
5:15pm – 5:45pm
Dinner
5:45pm – 6:30pm
Program
6:30pm – 7:30pm
RESERVATIONS
RSVP here or via email to admin@saepc.org by Friday, Feb. 10th.
You will be sent a return email confirmation. Please see the download link for the handout below.
* Please note printed handouts at the meetings are only provided to those individuals who have purchased the Handout Subscription *
About Margaret Sager
Margaret E. W. Sager received her B.A., summa cum laude, from the University of Richmond in 1982 and her J.D. from the University of Virginia School of Law in 1985. She was awarded a Harry S. Truman Scholarship in 1980. Her law practice includes estate planning for high-net worth individuals, trust and estate administration, fiduciary litigation and related dispute resolution, guardianships of incapacitated persons and charitable giving. Margaret is a frequent speaker on a variety of topics involving estates and trusts, including, trust modification and change of trust situs, fiduciary litigation, alternative dispute resolution (mediation and arbitration), the compensation of attorneys and fiduciaries, total return trusts, guardianships of incapacitated persons and donor charitable intent. She has been a frequent speaker at American College of Trust and Estate Counsel ("ACTEC") meetings, the Wharton School of the University of Pennsylvania Executive Education Program, Cannon Financial Institute's Estate Planning Teleconference Series and Pennsylvania Bar Institute programs. Margaret has also spoken at the Heckerling Institute on Estate Planning and the Delaware Bankers Association Delaware Trust Conference.
In addition to her active fiduciary litigation practice, Margaret acts as a mediator to help parties and their counsel resolve disputes privately, without the cost and delay often associated with the judicial process. She has completed the ACTEC 40 hour "Effective Probate Mediation Training" program, and served for several years as a member of the ACTEC Arbitration Task Force, which produced a report and recommendations on the use of arbitration in trust and estate matters. Margaret was previously been selected by Worth Magazine as one of the "Top 100 Attorneys" nationwide practicing in the fields of trusts and estates, philanthropy, elder care and other private practice areas, and for many years has been named a "Pennsylvania Super Lawyer" by Philadelphia Magazine, including as a "Top 50 Women Pennsylvania Super Lawyers." Margaret has also been listed as one of the leading trust and estate attorneys by The Best Lawyers in America and The Legal Intelligencer's "Women in the Profession" edition featuring "Women Leaders" in Pennsylvania. Margaret is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"), where she is a member of the Fiduciary Litigation Committee (and past Chair) and the State Laws Committee, a Regent, and a Director of the ACTEC Foundation. Margaret is a past Chair of the Probate & Trust Law Section of the Philadelphia Bar Association, as well as the Section's Rules and Practice Committee.
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Future Meeting Dates:
March 22 – 5:15pm
April 19 – 5:15pm
OFFICERS : President Roxanne L. Fickett, CTFA, AEP®, AAMS®; Vice President/Programs - Scott W. Styrmoe, CPA, CFP®; Secretary Robert B. Fleming, AEP®; Treasurer/Webinars - Benjamin J. Burnside, CELA; Immediate Past President - Anne C. Hoff, CPA, AEP®
DIRECTORS: Director/Estate Planners’ Day - Nicole Harrigan, CPA; Assistant Secretary/ Membership Development - Brent W. Nelson; Assistant Treasurer/Continuing Education – John
Stephens, CFP®
