Jeffrey D. Scibetta
Shareholder
Jeff's practice involves complex estate planning and administration, business planning, succession planning, tax planning, elder care planning, and real estate. He is a licensed title insurance agent in the Commonwealth of Pennsylvania. He was licensed as a Certified Public Accountant in Pennsylvania and the District of Columbia and previously worked in the Tax Department of the Washington, D.C. office of Deloitte & Touche. He also served as a Judicial Clerk to the late Arnold Raum of the United States Tax Court.
Practice Areas
- Georgetown University, L.L.M. in Taxation; Graduate with Distinction
- University of Pittsburgh, J.D.
- Cornell University, B.S.; Graduate with Distinction
Admissions
- Pennsylvania
- New York
- District of Columbia
- U.S. Tax Court
- U.S. District Court, Western District of Pennsylvania
Ratings
Community and Professional Service
- Hagan History Center, Board of Directors (2022-present)
- Estate Planning Council of Erie, Board of Directors; Board of Corporators
- Hamot Health Foundation, Board of Corporators
- Erie Dance Conservatory, Board Member (2003-2012); President (2009-2011)
- Stairways Behavioral Health, Investment Management Committee (2003-2009)
- Mercy Center for Women, Board Member (1999-2003)
- Erie Runners Club, Board Member (1996-1998)
- Erie Cathedral Prep School, Assistant Coach
Professional Affiliations
- Erie County Bar Association
- Pennsylvania Bar Association
- American Bar Association
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Speaking Engagements
- Firm's Professional Advisor Symposium, 2013-2021
- Erie County Bar Association Seminar on Special Needs Trusts, October 2019
- LECOM Parkside Westminster Estate Planning Lecture Series, October 2016
- Erie County Bar Association Lunch-N-Learn Seminar: Statute Review, April 2015
- LifeWorks Erie Estate Planning Lecture Series, September and October 2014
- UPMC Hamot Spring Educational Session, May 2014
- Speaking engagements include several others, for organizations such as:
- Pennsylvania Institute of Certified Public Accountants
- Hamot Health Foundation
- Estate Planning Council of Erie
- Erie County Bar Association
- Alzheimer's Association
- Northwest Legal Services
- Gannon University
- UBS Financial Services
- National Business Institute
Articles and Publications
- Medicaid Spend Down: Convert Assets into Exempt Resources
- Medicaid Spend Down: Family Caregiver Contracts
- What Transfers are Exempt from the Medicaid Transfer Penalty?
- What Assets are Exempt for Medicaid Eligibility?
- Another Benefit of Medicaid Qualification: PA Filial Support Law
- Demystifying Medicaid Planning
- Estate Planning for Blended Families
- Grantor Trusts Explained: Trusts You Can't Trust
- GST, Easy as 1-2-3: Generation Skipping Transfer Tax
- MaxProtect Plan®: The Perfect Plan for Your Son/Daughter
- MEDICARE vs. MEDICAID: What’s the difference?
- Probate (#*@$%!): Misconceptions, Pros and Cons
- Special Needs Trusts
- Special Needs Trusts: What, Why, When and What Else?
- Transferring Assets: In Trust or to Children?
- Top Mistakes In Administering Clients' Estates: How to Identify and Avoid Them
- Using Disclaimers in Estate Planning & Administration
Audio Presentations
- Jeff Scibetta Presents on Estate Planning for Harbor Creek School District In-Service
- Jeffrey Scibetta Speaks on Trusts for NBI
- Jeffrey Scibetta Speaks on Special Needs Trusts for ECBA
- Jeffrey D. Scibetta Presents Three-Part Estate Planning Series
- Jeffrey D. Scibetta Continues Three-Part Estate Planning Series
- Jeffrey D. Scibetta Speaks on "Wealth Preservation for Seniors"
- Attys Wegley, Scibetta and Hoffman Present Continuing Education Seminar
- Attorneys Wegley, Scibetta and McCormick Participate in Estate Planning Panel for Hamot Health Foundation