Thomas A. Boulden

Bio

Thomas Boulden is a partner at Timoney Knox and focuses his practice in estate litigation. In his 20 years of representation of clients in the Orphans’ Courts of Pennsylvania, he has extensive experience in the areas of will contests, trust, fiduciary and surcharge litigation as well as guardianships for incapacitated persons. He has experience representing both fiduciaries and beneficiaries. In addition to litigation matters, Tom assists and counsels clients in estate planning and the review and interpretation of estate documents.

Tom has successfully handled matters at the trial court level as well as on appeal. He has been lead counsel or co-counsel in matters before the Pennsylvania Superior Court, the Commonwealth Court of Pennsylvania and the Supreme Court of Pennsylvania.

Tom received his bachelor’s degree in 1984 from West Chester University graduating magna cum laude. While at West Chester he was a member of the Men’s Lacrosse Team. In 1991 he graduated from the Widener School of Law where he was on the Moot Court Honor Board as the DiBona Chairperson in 1990-91 and was a member of the interscholastic Moot Court team. He was awarded the designation of Order of Barristers.

Tom is a frequent author and lecturer on estate litigation and estate planning areas for the Pennsylvania Bar Institute and the Montgomery Bar Association. He is a member of the Pennsylvania, Montgomery and American Bar Associations. As a member of the Montgomery Bar Association, he has been the chair or co-chair of the Orphans Court Rule Committee for the years 1993-2001 and 2003-2008. Tom served as the Chair of the Montgomery County, Probate and Trust Section from 2017-2018.

Tom has been honored with inclusion in Best Lawyers in America ® since 2007 for Litigation-Trusts and Estates. He has also been named to the Pennsylvania Super Lawyers List since 2014.

Ratings & Certifications

Representative Matters

Allebach v. Commonwealth Dept of Finance and Revenue, 546 Pa. 146; 683 A.2d 625 (1996) (Pennsylvania Supreme Court)

Carl Estate, 17 Fiduc. Rep.2d (O.C. Montg.) (Orphans Court, Montgomery County)

Coleman Trust, 26 Fiduc. Rep.2d 199 (O.C. Montg.) (Orphans Court, Montgomery County)

Colton Trust, 22 Fiduc. Rep.2d 81 (O.C. Montg.) (Orphans Court, Montgomery County)

Dryla Estate, 19 Fiduc. Rep.2d 89; 19 Fiduc. Rep.2d 229

Freedman Will, 21 Fiduc. Rep.2d 213 (O.C. Phila.), aff’d Pa. Supr (Orphans Court, Philadelphia County)

Freedman Will No. 2, 22 Fiduc. Rep. 333 (O.C. Phila) (Orphans Court, Philadelphia County)

Gardner Will, 15 Fiduc. Rep.2d 207 (O.C. Montg.) (Orphans Court, Montgomery County)

Gavin Will, 17 Fiduc. Rep.2d 246 (O.C. Montg.) (Orphans Court, Montgomery County)

Harrison Estate, 19 Fiduc. Rep.2d 229 (O.C. Montg. 1999)

Heinley Estate, Fiduc.Rep.2d 271 (O.C. Montg.) (Orphans Court, Montgomery County)

Howland Will, 24 Fiduc. Rep.2d 144 (O.C. Wyoming) (Orphans Court, Wyoming County)

In Re E.B., an Incapacitated Person, 20 Fiduc. Rep.2d 429 (O.C. Montg.) (Orphans Court, Montgomery County)

In Re Estate of Stephano, 2009 WL 3115720 (Pa. Sept. 2009) (Pennsylvania Supreme Court 2009)

Newhart Estates, 21 Fiduc. Rep. 383 (O.C. Montg.) (Orphans Court, Montgomery County)

Pratt Will, 19 Fiduc. Rep.2d 72; 19 Fiduc. Rep.2d 228 aff’d Pa

Seaton Trust, 26 Fiduc. Rep.2d 354 (O.C. Montg.) (Orphans Court, Montgomery County)

Volchock Estate, 24 Fiduc. Rep.2d 341

Volchock Estate No. 2, 25 Fiduc. Rep.2d 113

W.W. Smith Charitable Trust, 21 Fiduc. Rep. 2d 23; 21 Fiduc. Rep.2d 373

Zebe Estate, 20 Fiduc. Rep.2d 39 (O.C. Montg.) (Orphans Court, Montgomery County)

Published Works

• Co-Author, Law of Wills in Pennsylvania, Bisel, updated 2017, 2018
• Estate Planning in Pennsylvania, Fourth Edition, PBI Press, 2016
• Co-Author portions of Hunters Orphans’ Court Commonplace Book (Second Edition), Bisel
• Co-Author portions of Probate, Estates and Fiduciaries Code, Annotated, Bisel

Classes/Seminars Taught

• “Tax Consequences in Estate Planning”, Fundamentals of Estate Planning, Pennsylvania Bar Institute, 2020
• Closing the Estate: Settlement Agreement or Court Approval, Estate & Elder Law Symposium, Pennsylvania Bar Institute, 2016
• “How to Close an Estate: Court Accountings and Family Agreements,” Pennsylvania Bar Institute, 2016
• Interaction Between Fiduciary Accounting Income, Trust Taxable Income and Distributable Net Income, Pennsylvania Bar Institute, 2015
• PA Uniform Principal & Income Act, Pennsylvania Bar Institute, 2015
• “Estate Law Update,” General Practitioners Update, Pennsylvania Bar Institute, 2015
• Litigating in Orphans’ Court, Pennsylvania Bar Institute, 1997, 2003, 2006, 2009, 2011, 2015
• General Practitioners Update, Pennsylvania Bar Institute, 1999 – 2014
• Estate Law Institute, Pennsylvania Bar Institute, 2006, 2007, 2009-2013
• “Recent Trends in Orphans’ Court Litigation”, Estate and Elder Law Symposium 2010, Pennsylvania Bar Institute, Philadelphia
• Joint Conference of Professional Trustees and Trust Attorneys, 2008
• Gulf Coast Estate Law Conference, Pennsylvania Bar Institute, 2008
• Current Practical Issues in Orphans’ Court Practice, Pennsylvania Bar Institute, 1997, 2003, 2006
• Estate and Elder Law Symposium, Pennsylvania Bar Institute, 2002, 2006
• Avoiding Challenges to Estate Planning Documents, Montgomery Bar Association, 2005
• Orphans’ Court Practice and Procedure, Pennsylvania Bar Institute, 2004
• Practice in the Montgomery County Orphans’ Court, Montgomery Bar Association, 2002
• Incapacitated Persons Limited and Plenary Guardianships, Montgomery Bar Association, 2001
• Current Practical Issues in Orphans’ Court Practice, Pennsylvania Bar Institute, 1997