Member-Only Resources & Events

Upcoming Events

PAELA’s 18th Annual Winter Conference

February 19 – 21, 2026

OMNI Bedford Springs Resort & Spa, Bedford PA

 

Past Winter Conferences & Resources

PAELA’s 17th Annual Winter Conference February 20-22, 2025

PAELA’s 2025 annual winter conference at the Omni Bedford Springs Resort & Spa in Bedford, PA on February 20-22, 2025, 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
  • AmeriServ Trust and Financial Services Company
  • Asbher
  • Commonwealth Community Trust
  • Complete Care Strtegies
  • Contour Mortgage
  • F & M Trust
  • IKOR of Western and Eastern Pennsylvania
  • InterActive Legal
  • Krause Financial Services
  • Minnesota Lawyers Mutual Insurance Co.
  • Secured Futures
  • The Family Heritage Trust Company
  • The Lackner Group Inc.
  • The Option Group

17th Winter Conference

This conference has concluded as one of the best-attended and well-informed education program for PAELA members.

This event offered 9 CLEs with two being ethic CLEs on important topics on elder law, special needs, guardianship cases, AI, etc.

Refer to the links on the right  to obtain the speaker presentations and handouts.

Past Winter Meeting Handouts & Resources

Webinars

Upcoming Webinars

Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities, and Legal Considerations 

presented by Ben Tiefenback, Esq from Commonwealth Community Trust

October 28, 2025

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, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges.  From balancing beneficiaries’ needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust’s objectives effectively.  This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, risk management, and tax considerations in trust disbursements.

REGISTER FOR WEBINAR

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

2024 Webinars

2023 Webinars

2022 Webinars

2021 Webinars

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.

CLICK TO ACCESS

Highlighted Links:

PAELA is the Pennsylvania Official Chapter of NAELA.