Bringing her clients over 25 years of experience as a litigator, Kendra works to successfully resolve legal problems and disputes for her clients. Her representative clients include financial institutions,companies, shareholders, educational organizations, healthcare institutions and providers, charities and individuals. Focusing on litigation for her entire career, Kendra’s courtroom experience includes numerous jury trials, injunction proceedings, hearings, and mediations.
Kendra focuses her practice in Orphans’ Court and fiduciary litigation. Kendra works with trust officers, estate administrators, financial institutions, financial advisors, brokers, colleges and other educational institutions, charities, investment advisors, financial planners, securities firms, and individuals to assist them in all matters related to their role as a fiduciary, stakeholder or beneficiary.
Kendra litigates disputes related to all aspects of the fiduciary’s duty. She has assisted fiduciary clients in all aspects of trust administration, including termination, revocation, cy pres and modification matters. She has litigated trustee removal actions and other trust matters involving trust interpretation, discretionary distributions, fiduciary accounting principles, surcharge actions, and situs as well as disputes involving fee and commissions. She has assisted fiduciary clients and beneficiaries in all aspects of estate administration, powers of attorney and guardianships. Her experience includes representation and counseling of shareholders, both majority and minority shareholders, in all manner of disputes under shareholder agreements.
Kendra works closely with corporate fiduciaries, not only to meet litigation goals, but in recognition that corporate fiduciaries must maintain unique relationships with any number of individuals, companies, vendors and governmental and regulatory bodies.
Kendra has litigated fiduciary matters and has advised clients on fiduciary matters throughout Pennsylvania. She has argued and handled fiduciary matters before the Superior and Supreme Courts of Pennsylvania. She has been appointed by judges and chosen by her peers to serve as a mediator of fiduciary matters. She has also served and has been qualified as an expert in fiduciary matters both in Pennsylvania and in the UK.
Kendra works collaboratively with out-of-state lawyers and law firms when they find themselves litigating in the United States District Courts for the Eastern and Middle Districts of Pennsylvania and in Pennsylvania state courts.
Franklin & Marshall College, B.A., 1984
University of Pittsburgh School of Law, J.D., 1987
Kendra has contributed to the advancement, establishment and clarification of state law on fiduciary matters. By way of recent examples, she litigated the discovery of prior wills, receiving a favorable opinion from the Cumberland County Orphans’ Court. See, Fasick Estate, 3 Fiduc. Rep. 3d 89 (Cumberland 2013). She was lead trial counsel in In re: Betty J. Fiedler, 4 Fiduc. Rep. 3d 90 (Lancaster 2014)(addressing, inter alia, the scope of the agency relationship, inter vivos gifting and the Slomski holding) which is currently pending before the Pennsylvania Superior Court. She has litigated trust interpretation issues, including the interpretation of 2 trust clauses, a 5X5 power and the other directing trustee to consider other resources when making discretionary distributions of principal. She litigated the power of an agent to change beneficiary designations on insurance policies, receiving a favorable opinion from the Pennsylvania Supreme Court in In re: Wiedner Estate, 595 Pa. 263, 938 A.2d 354 (2007).
Best Lawyers in America®
Best Lawyers®, Lawyer of the Year, 2017, Fiduciary Litigation
2018 Women of Influence, Central Penn Business Journal
Philadelphia Magazine Top Attorneys in Pennsylvania
Martindale Hubbell AV rated
American Bar Association
Pennsylvania Bar Association
Lancaster Bar Association, Past-Chair of Law Review Committee and Nominating Committee, past Member of Judiciary Committee and Board of Directors
Lancaster County Orphans’ Court Rules Committee
The Hamilton Club of Lancaster, President, Board of Directors
Franklin & Marshall College, Member, Leadership Council and Alumni Volunteer
Lancaster County Civil Rules Task Force, Member
Lancaster County Community Foundation, Community Volunteer, Grant Reviewer
Lancaster Symphony Orchestra, Past Board Chair
United Way of Lancaster County, Past Board Member and Campaign Committee Member
Visiting Nurse Association, Past Board Member
Martindale-Hubbell® Peer Review Ratings
U.S. District Court – Eastern District of Pennsylvania
U.S. District Court – Middle District of Pennsylvania
U.S. Court of Appeals for the Third Circuit