Todd is an attorney with over 25 years of experience representing clients in fiduciary litigation, estate planning, estate administration and taxation. He represents families trying to protect and pass wealth to successive generations while minimizing taxes.

He represents clients in Orphans’ Court throughout Southwestern Pennsylvania and any associated appeals before the appellate courts in Pennsylvania. His litigation practice involves representing executors, trustees, beneficiaries, charities, agents under Power of Attorney’s and guardianship matters. He has argued before the Pennsylvania Supreme Court and Pennsylvania Superior Court.

Mr. Jordan is currently the Vice-Chair of the Allegheny County Probate and Trust section and was the past Secretary and Treasurer after serving 9 years on the Council. He is a frequent presenter at numerous continuing legal education seminars ranging from Litigating in Orphans’ Court to How to prepare the Pennsylvania Inheritance Tax Return.

Personal:

Todd is married with 2 children and lives in Cranberry Township. He enjoys spending time coaching his son’s soccer and attending their swim meets and various school activities.

Memberships

  • Allegheny County Bar Association
  • Probate and Trust Section
    • Vice-Chair-2022-Present
    • Secretary-2020-2022
    • Treasurer-2018-2020
    • Council-2006-2018

Publications

  • Hidden Assets, Real Property, Probate and Trust Journal, 2002

Speaking Engagements

  • Pennsylvania Probate and Trust Litigation
  • Litigating in Orphans Court
  • How to Prepare the Pennsylvania Inheritance Tax Return
  • Mom’s Dead, Now What?

Representative Experience

  • Argued before the Pennsylvania Supreme Court that a Power of Attorney which is not properly executed is void ab initio and actions taken by the Agent which the Principal does not agree with are void.
  • Children of parents who created a Charitable Trust cannot become Trustees because the children wished to be Trustees if they are not specifically named as Trustees.
  • A wife who gave her second husband money to invest and then the husband gifted that money to his children, held that the husband was holding the money as a constructive trust and the money to be returned to the wife’s estate.
  • A wife’s annuity from a motor vehicle accident became payable to her estate after a divorce when the property settlement agreement did not address the annuity.