Change-Up to Fix-Up: Trust Modification and Reformation in Pennsylvania

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Change-Up to Fix-Up: Trust Modification and Reformation in Pennsylvania

Program Originally Presented Tuesday, June 9, 2026

When an issue arises in a trust matter, sometimes an important element to resolve the issue or “fix” the problem involves modifying or reforming a trust document. This CLE program will examine how modifications and reformations work, how they might help if that path is a viable option, what factors need to be considered in evaluating these options, what the pros and cons might be, and the nuts-and-bolts of implementing such an approach using “real-world” fact patterns.

This CLE is beneficial for trusts and estates attorneys and paralegals of varying degrees of experience and is a can’t miss for those seeking deeper insight on one of the most consequential phases of estate and trust administration.

Panelists:
Bradley D. Terebelo, Esq.
Heckscher, Teillon, Terrill & Sager

Lindsey P. Ermey, Esq.
BNY Wealth

Course Planners:              
Devin S. Fox, Esq.
Of Counsel, Stevens & Lee, P.C.

Kathryn E. Ott, Esq.
Stevens & Lee, P.C.

Supriya G. Philips, Esq.
Klenk Law

0409ODV