The settlement for small estates via petition was a tool for practitioners where there was a small asset held in the decedent’s name that was unable to be transferred under other sections of the Pennsylvania Estate and Fiduciaries Code, or a small estate that needed an alternative to the standard probate procedure. With the new rule modifications that went into effect on October 1, 2020, will practitioners continue the practice or will more be probating estates in order to meet the necessary requirements of information needed in for the petition? Please join Attorney Alexandra M. Sipe, Esq. of Bybel Rutledge, LLP in discussing the options surrounding these rule changes and how these changes alter the landscape of this practice area.
Alexandra M. Sipe, Esq. joined the firm of Bybel Rutledge, LLP in October 2020 to start and chair the Wealth, Estate Trust Planning and Administration Division. Previously she owned and operated Maxwell Sipe Law Offices, LLC; a boutique estate planning and administration firm in Waynesboro, Pennsylvania.