Fiduciary Duties, Legal Deserts, and the Future of Mentorship | Season 1 Episode 11

In this episode of Death and Dirt, we’re joined by Alison T. Smith, a leading trusts and estates attorney and past Chair of the Pennsylvania Bar Association’s Real Property, Probate, and Trust Law Section. Alison shares practical insights from her work advising fiduciaries on their roles, responsibilities, and how to set expectations with beneficiaries to reduce the risk of conflict and litigation. With extensive experience in fiduciary litigation and estate and trust administration, she offers a grounded perspective on managing risk and building transparency into the estate planning process.

We also explore Alison’s pioneering work to expand access to estate planning services across Pennsylvania. As Chair of the Section, she launched the Wills Clinics initiative—a model for delivering free estate planning services to low-income individuals in the Commonwealth. Her leadership in this area earned her the Pennsylvania Bar Association’s Louis J. Goffman Award for pro bono service. Alison reflects on the professional and personal impact of this work, the urgent need to address “legal deserts,” and why mentorship is essential to building a sustainable future for the trusts and estates bar.

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Jennifer Galloway - Jenn attended Elizabethtown College, double majored in Criminal Justice and Political Science, always planning to attend law school. She graduated Summa Cum Laude from Duquesne University School of Law, in Pittsburgh, and moved back to York County, where she currently resides and works. After just over a decade in private practice in estate planning, estate and trust administration and Orphans’ Court litigation, Jenn recently joined Counsel Trust Company as their Chief Fiduciary Officer. In this new role, she oversees the trust operations and administrations department back office and team of financial advisors, and was happy to trade the billable hour for a bit more structure.

Jay Hagerman - Jay earned a degree in American history at Gettysburg College. During that time, he worked in the White House Office of Correspondence in Washington, D.C. He attended Duquesne University School of Law, focusing his time learning about laws relating to wealth creation and preservation. He founded the elder law firm Abernethy & Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.

Fred Long - Fred Long is a partner at Long Brightbill, a law firm based in Lebanon, Pennsylvania. His practice is focused on estate planning, trust and estate administration, probate, and real estate transactions. Fred holds an Estate Planning Certificate from Temple University Beasley School of Law and earned a Juris Doctor from Widener University School of Law, graduating with honors. Additionally, he has a Bachelor of Science in Communications with a Minor in Economics from Susquehanna University. In addition to his professional work, Fred is actively involved in community organizations and enjoys spending time with his family and friends, engaging in outdoor activities such as mountain biking, hiking, camping, skiing, and exploring the Pennsylvania wilderness.

*audio editing & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo⁠