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
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
September 16, 2025 Understanding the PEF Code’s New Rules for Nonjudicial Settlement Agreements
This presentation will focus on giving estate, trust, and elder law practitioners an understanding of Nonjudicial Settlement Agreements (NJSAs) as authorized under Pennsylvania’s Uniform Trust Act as well as the Uniform Trust Code in general....
2024 Webinars
October 22, 2024: Mental Health AHCDs and Powers of Attorney: Contents, Applications, and Obstacles
Over the past 20 years, Pennsylvania statutes and case law have evolved dramatically in the realm of powers of attorney and healthcare representation. However, mental health powers of attorney remain an underutilized and often-forgotten tool in...
2023 Webinars
September 20, 2023 Webinar: Determining Capacity to Execute a Power of Attorney
As attorneys, we must deal with questions about the capacity of our clients to execute legal documents, including Powers of Attorney. We need to determine whether clients have sufficient capacity or...
2022 Webinars
March 28, 2022 Webinar: Guardianship Reform Issues in Pennsylvania, Least Restrictive Alternatives, and Court Appointment of Counsel
This program on guardianship law primarily addressed the importance and role of counsel for the alleged incapacitated person and the use of less restrictive alternatives to guardianship. Discussion questions will include: How do we assure that...
2021 Webinars
October 21, 2021 Webinar #2: Real Estate in a Special Needs Trust
Presented by: Harvey, Ballard and BornsteinAnthony L. Marone, Esq.Anthony.marone@hbblic.com S&T Wealth ManagementStephen J. McGann, CTFA, AEP,...
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.