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Wendy Denton Heleen and Elizabeth Warner Altman speak about common estate planning myths

On October 9, 2012, Wendy Denton Heleen and Elizabeth Warner Altman spoke before the University of Pittsburgh’s Osher Lifelong Learning Institute (OLLI), presenting common estate planning myths and misunderstandings. The presentation provided information on powers of attorney, trusts, wills and how to best administer an estate.

The Osher Lifelong Learning Institute is part of the university’s College of General Studies, aimed for adults of 50 years or older. Established in 2005, the OLLI is a learning community that doesn’t involve the stress of testing or grades, but focuses primarily on the benefits of adult education in a relaxed environment.

Wendy Denton Heleen specializes in all matters relating to planning and dealing with incapacity and death, including charitable planning and estate and trust documents.  She advises her clients in regard to probate and non-probate matters, beneficiary designations and planning to minimize income, gift, Federal estate and state inheritance tax.  She also advises decedent’s family members on estate administration procedures, including the preparation of death tax returns and the establishment of trusts. 

Elizabeth Warner Altman drafts wills, powers of attorney, and trusts and special needs trusts. She also represents clients in guardianship proceedings, as well as estate litigation in the Orphan’s Division. In addition to her estate planning practice, she maintains an active and growing family law practice. She represents clients in divorce, custody and support litigation, as well as premarital agreements and represents parents in adoption proceedings. She has recently been trained in the methods of Collaborative Law, a method of settling disputes outside the courtroom.