Mario Santilli, Jr.

Director
412.297.4853
 

Mr. Santilli concentrates his practice in the areas of estate planning and estate administration. 

Education

  • J.D., University of Pittsburgh School of Law, 1983
  • B.A., University of Pittsburgh, 1980

Representative Matters

  • Estate planning transactions designed to preserve wealth and minimize death taxes
  • Administration of estates of varying degrees of complexity including estates containing interests in closely-held companies
  • Represent corporate and individual fiduciaries in such matters as accounting, surcharge and removal actions, interpretation issues, defending testamentary instruments, reformation of governing instruments and tax planning and tax controversies, as well as individuals in contesting testamentary instruments and initiating guardianship proceedings

Memberships

  • Member, Estates Group of the Corporate and Business Section
  • Member, Pennsylvania and Allegheny County Bar Associations
  • Sts. John and Paul Roman Catholic Church (Eucharistic Minister)
  • Our Lady of Fatima Roman Catholic Church (Eucharistic Minister, Member of Finance Committee, Member of Parish Council)

Seminars & Speeches

  • Course planner and speaker, How to Prepare the Federal Estate Tax Return, Pennsylvania Bar Institute, Pittsburgh and Harrisburg, PA (July and August 2003)
  • Course planner, speaker and author, How to Prepare the Pennsylvania Inheritance Tax Return, Pennsylvania Bar Institute, Pittsburgh, PA (1990 to present)
  • Speaker, How to Prepare the Decedent's Final and the Estate's Fiduciary Income Tax Returns, Pennsylvania Bar Institute, Pittsburgh, PA (October and November 2005, April 2003)
  • Course planner, speaker and author; Estate Planning for Subsequent Marriages, Pennsylvania Bar Institute, Pittsburgh, PA (August 2002)
  • Co-presenter, Estate Planning: A Closer Examination of Wills and Living Trusts, Allegheny County Bench-Bar Conference, Seven Springs, PA (June 2002)
  • Course planner, speaker and author; Estate Planning in Divorce and Remarriage in Pennsylvania, National Business Institute, Pittsburgh, PA (October 2001)
  • Co-presenter, Elder Law Issues: Powers of Attorney and Guardianships, Allegheny County Bench-Bar Conference, Seven Springs, PA (June 2001)
  • Speaker, Tough Problems in Estate Planning, Pennsylvania Bar Institute, Pittsburgh, PA (February 2001)
  • Course planner, speaker and author; Drafting Powers of Attorney and Healthcare Directives, Pennsylvania Bar Institute, Pittsburgh, PA (February 2001)
  • Speaker and author, Advanced Fiduciary Income Tax Issues, Pennsylvania Bar Institute, Pittsburgh, PA (August 2000)
  • Speaker and author, How to Prepare the Pennsylvania Inheritance Tax Return, Pennsylvania Bar Institute, Pittsburgh, PA and Erie, PA (July 2000)
  • Speaker, Preparing the Fiduciary & Decedent’s Final Income Tax Return, Pennsylvania Bar Institute, Pittsburgh, PA (September 1999)
  • Speaker and author, How to Prepare the Pennsylvania Inheritance Tax Return, Pennsylvania Bar Institute, Philadelphia, PA (July 1999)
  • Course planner, speaker and author; Pennsylvania Probate Beyond the Basics, National Business Institute, Pittsburgh, PA (June 1999)
  • Speaker and author, Fundamentals of Estate and Trust Administration, Pennsylvania Bar Institute, Pittsburgh, PA (May 1999)

Publications

  • Quoted, Proper Estate Planning Can Help Familities Avoid Asset Disputes, Pittsburgh Business Times (September 23, 2005)
  • Author, Sprecial Concerns for Second MarriageEstate Planning, Pennsylvania Law Weekly (July 25, 2005)
  • Author, Estate Planning for Subsequent Marriages (2002)
  • Author, How to Prepare the Pennsylvania Inheritance Tax Return (originally published in 1992, revised in 1995, 1998, 2000, and 2002)
  • Author, Drafting Powers of Attorney and Healthcare Directives (2001)
  • Author, A Practical Guide to Estate Administration in Pennsylvania (1996)