In this episode, we sit down with Vicky Ann Trimmer—attorney, CPA, and Partner at Daley Zucker, LLC—to talk about how Pennsylvania tax rules affect the transfer of family farms, during life and at death.

Vicky shares her path from the Pennsylvania Department of Revenue to agricultural law, a transition that brought together her legal training, tax background, and upbringing on a family farm. Her experience gives her a unique perspective on the challenges families face when planning for the next generation.

We discuss the major agricultural exemptions in Pennsylvania’s inheritance tax laws, why they matter to farming families, and what people should understand before choosing between different options. Vicky also walks through the realty transfer tax rules that apply when farmland is moved into an LLC or other family entity—and when those transfers may qualify for a tax break.

We wrap up with a look at a newer provision that allows certain farmland sellers to spread out capital gains tax over time, offering another tool for easing transitions between generations.

Whether you’re part of a farm family, support agricultural clients, or simply want a clearer picture of how these rules work, this conversation offers a practical overview to help people make informed decisions about one of their most important assets—the family farm.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠⁠

What happens after you buy a house and the deed gets “recorded”? For most of us, the Recorder of Deeds Office feels like a mysterious backroom of government paperwork — but behind those records lies the backbone of property ownership, public history, and fraud prevention.

In this episode of Death and Dirt, Fred, Jay, and Jenn sit down with Jeanne Sorg, Montgomery County’s Recorder of Deeds and Mayor of Ambler Borough. Jeanne sheds light on what her office really does — records millions of property documents, protects homeowners from deed fraud, honors veterans through the Montco Roots program, and digitizes decades of public records.

We discuss how the pandemic accelerated e-recording, the surprising ways property records reveal local history, and what it means to lead in both county and borough government. Whether you’re a real estate attorney, history buff, or curious homeowner, this conversation will change the way you see those stamped deeds in your file cabinet.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠⁠

In this episode, we’re joined by Anna Marie Sossong, Esq., Underwriting Counsel at Conestoga Title Insurance Company, who brings decades of experience in real estate law, commercial transactions, and title work. Together, we unpack a major regulatory change on the horizon: FinCEN’s new rule taking effect in December 2025.

This rule will require title agents to report additional information on certain real estate transactions—particularly those involving cash, trusts, or business entities—in the federal government’s effort to combat money laundering.

Anna Marie helps us break down:

• What FinCEN is and why this rule matters for real estate professionals.

• Which transactions are covered and what information must be reported.

• How this impacts title agents, attorneys, trustees, and estate planners.

• Practical steps professionals can take now to prepare.

Whether you’re a title agent, attorney, estate planner, or simply curious about how federal regulations are reshaping real estate transactions, this conversation will give you clarity on what’s changing, what’s at stake, and how to stay ahead.

FinCEN Residential Reporting

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠⁠

In this episode of Death and Dirt, we sit down with Dean Jerry Dickinson, the youngest active dean of any U.S. law school, to trace his remarkable journey—from Pittsburgh native to constitutional law scholar, civil rights lawyer, and, as of January 15, 2025, Dean of Pitt Law School at age 38. Dean Dickinson discusses his early years in private practice at Reed Smith LLP, his deep roots in constitutional law and real property (takings) litigation, and his unplanned but meaningful transition into academia after clerking in the Third Circuit and founding a housing rights pro bono project.

Reflecting on his multifaceted career spanning private practice, academia, and leadership, Jerry Dickinson offers an insider’s view of life in legal education—balancing teaching, strategic planning, and community engagement. He shares insights into how real property and trusts and estates are evolving in law school curricula, especially as bar exam requirements and market dynamics shift. From the importance of mentorship to actionable steps bar associations can take, Jerry offers a thoughtful look at how to support the next generation of lawyers in these foundational, yet often overlooked, fields.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠

In this Special Bonus Episode of Death and Dirt, we sit down with Christine M. (“Chrissy”) Green, a seasoned tax attorney and Member at Steptoe & Johnson PLLC, to break down the sweeping changes introduced by the One Big Beautiful Bill Act (OBBBA or OB3). Chrissy provides clear insights into how these new provisions impact estate planning and real estate professionals, from the historic increase in the federal estate tax exemption to the shifting focus toward income tax planning.

We dive into key topics including the SALT cap and trust planning for high-income taxpayers, the new rules for charitable deductions, the creation of MAGA accounts, and the impact on depreciation, cost segregation studies, and recapture issues for real estate investors. We also touch on the qualified business income deduction under §199A and the planning opportunities and pitfalls that arise from OB3. Whether you’re an estate planner, real estate professional, or advisor navigating the post‑OBBBA landscape, this episode offers practical insights and timely strategies to help you stay ahead.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠

In this episode of Death and Dirt, we’re joined by Anne N. John, Esq., to discuss her work with the Advisory Council on Elder Justice in the Courts and Pennsylvania’s broader efforts to strengthen protections for older adults. Anne, a long-serving member of the Council, shares insight into its mission, structure, and accomplishments—including the implementation of the Guardianship Tracking System (GTS) and the impact of two statewide Guardianship Summits. We explore how the Council—comprised of judges, state officials, attorneys, and advocates—has helped shape legislative and procedural reforms, such as Pennsylvania’s recently enacted Act 61 of 2024, which enhances due process and reinforces protections for individuals involved in guardianship proceedings.

The conversation also examines the intersection of elder law, ethics, and public education. Anne reflects on the importance of proactive planning and how tools like powers of attorney can often serve as effective alternatives to guardianship, helping preserve autonomy and dignity. Listeners will come away with a deeper understanding of the legal frameworks surrounding guardianship in Pennsylvania, the resources available through the Office of Elder Justice in the Courts, and the critical role attorneys play in protecting vulnerable elders from neglect, exploitation, and loss of access to justice.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠

In this episode of Death and Dirt, we’re joined by Alison T. Smith, a leading trusts and estates attorney and past Chair of the Pennsylvania Bar Association’s Real Property, Probate, and Trust Law Section. Alison shares practical insights from her work advising fiduciaries on their roles, responsibilities, and how to set expectations with beneficiaries to reduce the risk of conflict and litigation. With extensive experience in fiduciary litigation and estate and trust administration, she offers a grounded perspective on managing risk and building transparency into the estate planning process.

We also explore Alison’s pioneering work to expand access to estate planning services across Pennsylvania. As Chair of the Section, she launched the Wills Clinics initiative—a model for delivering free estate planning services to low-income individuals in the Commonwealth. Her leadership in this area earned her the Pennsylvania Bar Association’s Louis J. Goffman Award for pro bono service. Alison reflects on the professional and personal impact of this work, the urgent need to address “legal deserts,” and why mentorship is essential to building a sustainable future for the trusts and estates bar.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠

In this episode of Death and Dirt, we take a deep dive into the increasingly complex world of real estate ownership and insurance, particularly in the context of trusts and estates. Our guest, Kevin Thomas—Partner and Personal Risk Practice Leader at USI Insurance Services—brings over 20 years of experience advising high-net-worth individuals on property risk, with a focus on flood and fire coverage.

Together, we explore what happens when a property owner dies, how insurance policies are impacted by trusts and estate administration, and why extreme weather is reshaping the insurance landscape across the country. Whether you're an estate attorney, real estate professional, financial advisor, or property owner, understanding how property held in a trust or estate is insured—and what happens when things go wrong—is more relevant than ever. From immediate post-death steps to trustee responsibilities and insurability in high-risk states, this episode delivers real-world guidance for those navigating risk, coverage, and property ownership transitions.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠

In this episode of Death and Dirt, we sit down with Justin Brown, current Chair of the Real Property, Probate, and Trust Law Section of the Pennsylvania Bar Association—and one of the driving forces behind this podcast. Justin shares how Death and Dirt came to life, reflecting on his podcasting journey and what inspired him to help create a new platform for meaningful conversation in our practice areas. We also dive into his path to becoming Section Chair, his vision for the RPPT Section, and the initiatives he’s championing to increase engagement, mentorship, and collaboration among members. Whether you’re a longtime member or new to the Section, this episode offers an inside look at the leadership shaping our future.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠

In this episode of Death and Dirt, we are joined by Jean Marfizo King, the Register of Wills and Clerk of the Orphans’ Court for Dauphin County, who has been serving the county since 2011. Jean shares insights into the vital role these offices play in estate administration, guardianship proceedings, adoptions, and the issuance of marriage licenses, and how her leadership has modernized the way the office serves the public.

We dive into how Jean has successfully implemented technology solutions to improve probate efficiency, file management, and the issuance of marriage licenses, transforming traditional processes into streamlined, accessible services for the community.

Jean also discusses the broader impact of her work through her involvement in the Register of Wills and Clerks of the Orphans' Court Association of Pennsylvania, highlighting the common challenges faced by offices across the Commonwealth and the importance of collaboration and advocacy within this network.

Whether you're a legal professional, court official, or just curious about how public service and technology intersect in estate and family law, this is a conversation you won’t want to miss.

~~~

Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠