When the Draft Becomes Reality: A Trustee’s View from the Other Side with Co-Host Jennifer Galloway | Season 2 Episode 9

<p>In this episode of <em>Death &amp; Dirt</em>, the microphone turns to co-host Jenn Galloway. After more than a decade in private practice as a trusts and estates attorney, Jenn moved from drafting trusts to administering them as Chief Fiduciary Officer of Counsel Trust Company. She shares what she now understands differently, the drafting choices that matter most in real-world trust administration, and the conversations attorneys should have with clients before a trustee is named. </p><p>The discussion also explores the human side of fiduciary decision-making, the realities of working with families and money, and what Jenn wishes she had known from the other side of the table—followed by a lightning round that settles everything from HEMS versus absolute discretion to Wawa versus Sheetz.</p><p>~~~</p><p>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.</p><p>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 &amp; Hagerman, where he currently works. Jay resides in Hampton Township with his wife and family, which allows him to serve clients throughout Western Pennsylvania.</p><p>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