Nora’s knowledge of Orphans’ Court practice and fiduciary duties aids her in providing comprehensive representation to her clients in a variety of complex situations.
Nora’s prior experience as legal counsel for the Pennsylvania State Medicaid (Medical Assistance) Agency, the Department of Human Services (formerly Public Welfare), and status as a Certified Elder Law Attorney by the National Elder Law Foundation uniquely equip her to advise clients in asset protection, tax minimization, special needs, public benefits, elder law, long-term care, and end of life planning.
Practice areas focus on but are not limited to:
- Asset Protection Planning
- Business Succession Planning
- Caring and providing for Special Needs, Elder & Incapacitated loved ones
- Navigation Crisis Situations
- Estate & Trust Planning & Administration
- Federal Estate/Gift/GST and PA Inheritance Tax Minimization
- Fiduciary Compliance & Duties
- Financial abuse
- Guardianship proceedings
- Healthcare and Financial powers of attorney
- Inter-generational transfers of wealth and asset preservation
- Medicaid (Medical Assistance), eligibility and reimbursement
- Orphans’ Court Litigation
- Special and Supplemental Needs Trusts
- Social Security Disability & Dependent benefits (SSD)
- Supplemental Security Income (SSI)
- Will Contests & Account Disputes
Nora has successfully defended clients’ positions in a variety of trust and estate related matters, including the published opinion of Debone v. Commonwealth, 929 A.2d 1219 (Pa. Cmwlth. 2007).
Presentations & Publications
Nora is a frequent speaker for various local community advocacy, outreach and non-profit groups and fiduciary organizations including the Pennsylvania Bankers’ Association, the Fiduciary Education Foundation, the Pennsylvania Bar Institute, and the National Business Institute.