Member-Only Resources & Events
Upcoming Events
PAELA’s 19th Annual Winter Conference
February 18 – 20, 2027
OMNI Bedford Springs Resort & Spa, Bedford PA
Past Winter Conferences & Resources
PAELA’s 18th Annual Winter Conference February 19-21, 2026
PAELA’s 2026 annual winter conference at the Omni Bedford Springs Resort & Spa in Bedford, PA on February 19-21, 2026, has ended with a record number of PAELA members attending seeking continuing education on topics that benefit their clients, networking, and sharing information with each other. Fifteen (15) sponsoring companies also participated, who recognized the unique opportunity and need to share their services and products to PAELA attendees to benefit their own clients including the elderly, persons with special needs, veterans, etc.
The 15 sponsoring companies include:
- ACHIEVA Family Trust
- American Cancer Society
- AmeriServ Wealth & Capital Management
- AshBer
- Complete Care Strategies
- Contour Mortgage Trust Lending
- F&M Trust
- IKOR of Eastern & Western PA
- InterActive Legal
- Krause Financial Services
- Members Trust Company
- Minnesota Lawyers Mutual Insurance Company
- Secured Futures
- The Family Heritage Trust Company
- The Lackner Group Inc.
18th Winter Conference
This conference has concluded as one of the best-attended and well-informed education programs for PAELA members.
This event offered 9 CLEs with two being ethic CLEs on important topics on social security benefits, tax planning, and electronic wills, etc.
Refer to the links on the right to obtain the speaker presentations and handouts.
Past Winter Meeting Handouts & Resources
Webinars
Upcoming Webinars
The Benefit of Benefits Counseling: Personalized Strategies for Navigating SSI, SSDI, Employment, and Additional Benefits
Presented by Jodie Esper, enTRUST Services
May 13, 2026
PAELA will be organizing three (3) Webinars in 2026 for PAELA members after the 2026 February Annual Conference.
Past Webinars
All webinars below are now closed and were highly successful! Thank you to our PAELA members who attended. Access the presentations and videos of the courses below.
2025 Webinars
October 28, 2025: Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations
This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations,...
2024 Webinars
November 6, 2024 Understanding the Mental Health Commitment System: Involuntary, Voluntary, Adults, Minors, Guardians, and Capacity
This program provides legal professionals with a comprehensive overview of Pennsylvania’s behavioral health treatment system, starting with the 302 Warrant for involuntary commitments and the 201 process for voluntary admissions. Participants...
2023 Webinars
October 25, 2023: End of Life Decision Making: Revisiting Fiore and DLH and the evolving roles Courts, healthcare agents, representatives, and guardians play in dealing with end of life issues.
This presentation reexamines the role of Courts and decision-makers (i.e.,agents, representatives, and guardians) when an individual reaches the “end of life.” The seminar will evaluate what...
2022 Webinars
June 1st and September 15th, 2022 Webinars: Medicaid and the Second Marriage (Parts 1 & 2)
This two-part webinar will address basic and advanced planning issues for a married couple in which one or both spouses have children from a prior marriage. The panel will address critical issues for the attorney, such as who is the client and...
2021 Webinars
November 18, 2021 Webinar #3: Sheltering Income and Resources—Pooled Special Needs Trusts
Presented by: Achieva Family TrustJacquelyn Elise Connell, Esq., Director of Legal & Trust Administration Services jconnell@achieva.info Julian...
Other Resources
PAELA Public Policy – Members-Only Resources:
PAELA’s many documents pertaining to position papers, templates, policy proposals, etc. can be found here.
If you have any valuable documents to submit for consideration, please contact PAELA directly.
PAELA is the Pennsylvania Official Chapter of NAELA.