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Klenk Law

Peter Klenk Selected to Teach Pennsylvania Bar Institute’s CLE Seminar

Posted on Mon Dec 8, 2014, on Estate Planning

The Pennsylvania Bar Institute, the continuing education arm of the Pennsylvania Bar Association, selected Peter Klenk, the principal at Klenk Law, to teach their CLE seminar on the estate planning impact of Pennsylvania’s Uniform Trust Act. Peter was part of a panel of attorneys chosen for their estate planning expertise and familiarity with Pennsylvania’s Uniform Trust Act.

The three-hour seminar, “Pennsylvania’s Uniform Trust Act: Pitfalls and Solutions,” was held on December 8th in the CLE Conference Center in Philadelphia. Topics covered included:

Fundamental General Changes
Notices
Revocable Trusts vs. Wills
Representation (includes conflicts)
Charitable Trusts and Judicial Proceedings
Non-Judicial Proceedings Modification/Reformation Trust Protectors
Annual Accountings

The seminar provided important information on the practical implications of the Uniform Trust Act, how it impacts estate planning practices and what techniques can be utilized for accounting, filing, claims and virtual representation

Some examples of crucial techniques:

  • Details on when notices of a trust’s existence must be provided to trust beneficiaries
  • The new revocable trust regime and if advantages remain for revocable trusts over wills
  • Beneficiaries’ new authority to modify trusts, including irrevocable trusts
  • Conditions when adult family members can represent minor or future unborn beneficiaries in proceedings or agreements to interpret or modify trusts
  • Drafting trust documents to offer more flexibility to beneficiaries

If you have questions about Pennsylvania’s Uniform Trust Act, feel free to contact our office for a free consultation. Wills, Trusts and Estates, It’s All We Do!

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Pennsylvania

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We recently used Peter's firm to update our wills and trusts. We found he and his staff to be well-informed, professional and highly efficient. And equally valuable, Peter explains the law in terms that a layperson can readily understand.

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I saw four lawyers and was told by all of them; I should just forget contesting my mother's will. I knew what happened, but it is very hard to prove undue influence. I contacted the Law Offices of Peter L. Klenk & Associates. Attorney Amanda DiChello took my case. They were very honest and upfront about what would be involved trying to prove what I knew was true. Attorney DiChello may be young but she is extremely knowledgeable and skilled. She listened and understood what I conveyed to her. She knew exactly what information to use and crafted an outstanding interrogatory and many powerful depositions. Attorney DiChello understood the various emotional feelings this case created for my family and me; she was always there for us with a kind and encouraging word. We went to trial. The amount of work which she and her Paralegal did for the trial was incredible. They both knew my case inside and out! Attorney DiChello's powerful interrogative and thinking skills produced a positive outcome. Attorney DiChello did what other seasoned lawyers said was impossible!

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Peter Klenk and his associates are responsive and professional - It is a pleasure to work with their team. If you have needs in estate planning or administration, they are the firm to go to in the Philadelphia area!

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I contacted Peter through his website using the free consultation link for a question regarding a will. While I was expecting only a few minutes, it was a lengthy conversation. He made sure he understood the situation by asking many questions before offering advice. He then went through my options and results of each one. He left it up to me to decide if I wanted to proceed and did not push me toward one or another. His website has very useful information which I definitely researched before I called him. While I decided not to proceed at this time, I feel I had enough information to make that decision. I would not hesitate to hire him should I need to in the future.

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Klenk Law is an exceptional practice. Their fine lawyers and staff team up to produce excellent results for their clients. They excel at explaining the often cryptic laws and policies that govern estate planning right down to the complexities of the various "trust" frameworks. Peter himself manages each client together with his great team, and he has a rare quality to be both a walking encyclopedia of planning minutia and also one of the most likable lawyers I have ever had the pleasure of dealing with. He is truly generous in intellect and in his personal approach to getting the "big picture" for complex family structures. I trust him implicitly to help me make the right choices for the future. In short, Klenk Law is a gem of a firm.

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