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.

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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 tax attorney Christopher A. Jones to break down the Pennsylvania Realty Transfer Tax. Chris covers the fundamentals before diving into the nuanced areas that often trip up real estate professionals, attorneys, and investors. Whether you’re structuring transactions, navigating exemptions, or simply looking to expand your tax knowledge, this episode is a must-listen for anyone involved in the real estate business.

Christopher A. Jones leads the Tax team of Ballard Spahr. He advises clients on a wide range of federal, state, and local tax matters. His practice includes advising clients regarding the tax consequences of complex transactions and associated planning opportunities. Additionally, Chris assists clients in federal, state, and local tax audits and controversies, and has represented clients in administrative appeals and in court. He provides clients tax advice in labor and other litigation matters, including withholding tax and information reporting issues.

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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 & Dirt, we sit down with elder law attorney Samantha K. Wolfe to discuss Medicaid planning—often thought of as planning for long-term care or nursing home costs. We dive into the benefits of Medicaid Asset Protection Trusts (MAPTs) (also known as income-only trusts or asset protection trusts) and how they can help safeguard assets while ensuring Medicaid eligibility in the future. If you’re looking to learn more about advanced planning strategies and how to protect the family legacy, this is an episode you won’t want to miss!

Samantha Wolfe is the founder and owner of The Law Offices of Samantha K. Wolfe, LLC in Waynesboro, PA, established in July 2020. Her areas of concentration are estate planning, asset protection planning, long-term care pre-planning, Medicaid planning (nursing home planning), special needs planning, business succession planning, federal estate and gift taxation planning, oil and gas lease planning, and estate administration and probate. Samantha has a “Superb” AVVO Rating for attorneys and was named a Super Lawyers Rising Start in 2022 and 2023.

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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.

Our very special guest is none other than Jay Hagerman.

Listeners will recognize Jay as one of our esteemed co-hosts on the Death and Dirt Podcast. This episode was recorded LIVE at the Estate Law Institute, held at the Wanamaker Building in Philadelphia on December 4 and 5, 2024. Jay, one of the course presenters, generously took time out of his lunch hour (immediately before presenting) to share insights with our listeners about the benefits and drawbacks of Revocable Living Trusts.

The Estate Law Institute was a fantastic event that featured a wide variety of exceptional course presenters, with Jay among the highlights.

~~~

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.

Join us for a special episode where we dive into the highlights of the Pennsylvania Bar Association’s upcoming Estate Law Institute (December 4-5) and Real Estate Institute (December 6). Our guests, Patti Spencer and Erik Hume, are key organizers for these events and bring insider insights on this year’s must-attend courses for legal practitioners of all levels.

Patti Spencer, who helped plan the Estate Law Institute, shares an overview of courses ranging from the latest developments in estate law to foundational refreshers and advanced topics for seasoned attorneys. Erik

In addition to the educational offerings, Patti and Erik discuss the social aspects of the Institutes, including opportunities to network with fellow practitioners and connect with colleagues from across the state.

Whether you’re a new lawyer looking to build your knowledge or a seasoned attorney aiming to stay current, this episode will give you a preview of what’s in store at this year’s Institutes.

Tune in to get a head start on planning your schedule and find out why these events are some of the most anticipated gatherings in Pennsylvania’s legal community.

Patti Spencer: https://www.spencerlawfirm.com/our-firm/patti-s-spencer-esq/

Erik Hume: https://www.saxtonstump.com/our-people/erik-hume/ 

Estate Law Institute (Day 1): https://www.pbi.org/product/estate-law-institute-2024-day-one-philadelphia/

Estate Law Institute (Day 2):

https://www.pbi.org/product/estate-law-institute-2024-day-two-philadelphia-2/

Real Estate Institute:

https://www.pbi.org/product/real-estate-institute-2024-philadelphia-2/

~~~

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.

In this episode, we sit down with the Honorable Michael A. Burns, a practicing real estate attorney and Magisterial District Judge. Judge Burns offers insights into the day-to-day life of a real estate attorney in Pennsylvania, sharing the diverse aspects of his practice. He also delves into how the constantly evolving real estate market demands that practitioners stay ahead of the curve. Join us for a deep dive into the challenges and rewards of working in real estate law and the unique perspective Judge Burns brings from both sides of the bench.

Michael A. Burns is the Immediate Past Chair for the Pennsylvania Bar Association Real Property/Probate Trust Section and Immediate Past President of the Pennsylvania District Judge’s Association in District 11. He is also a former President of the Delaware County District Judge Association serving the board in 2021.

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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.

In this episode, we’re joined by Elaine Yandrisevits, a Trusts and Estates attorney based in Doylestown, Pennsylvania. Elaine shares her journey into the world of estate planning and provides a behind-the-scenes look at her daily practice. She also discusses how she has navigated the challenges of growing in her field and how her active involvement in continuing legal education has helped deepen her knowledge and expertise, and to gain confidence in her field. Tune in for a candid conversation on what it’s like to be a trusts and estates attorney in Pennsylvania.

~~~

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.

In the debut episode of the Death and Dirt Podcast, we dive into the heart of what this journey is all about. Join us as we introduce the core concepts driving this podcast, setting the stage for the discussions to come. You'll meet your co-hosts, learn about our backgrounds, and hear our goals and aspirations as we begin this adventure together.

About the hosts:

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.

Jenn Galloway, Jay Hagerman and Fred Long - hosts of Death and Dirt - introduce themselves, and tell us what the podcast is about.