M. Yvonne Crouse

Paralegal

Yvonne Crouse is a fiduciary paralegal in the Trusts and Estates Group and brings over 30 years of fiduciary experience to the firm. She is highly skilled in all facets of trust and estate administration. In addition, she has substantial experience in Orphans’ Court litigation. Yvonne routinely interfaces with executors and trustees, beneficiaries, counsel, Registers of Wills and Clerks of Orphans’ Courts.

Yvonne works closely with executors to administer estates and trusts to facilitate the transfer of real and personal property including preparation of accounts and income, death and gift tax returns. She also drafts Orphans’ Court pleadings and non-court agreements. Yvonne was a presenter for the Institute for Paralegal Education on the topic of “The Probate Process From Start to Finish For Paralegals.” Yvonne has significant experience working with corporate fiduciaries.

Yvonne is also a member of the Business and Corporate and Real Estate Groups. Her work in these groups includes drafting business governance documents and assisting with entity formation, corporate mergers and acquisitions, buy-ins and buy-outs of physician practices, sales closings, SEC filings and real estate records research.

She began her fiduciary career as a bank trust officer. Yvonne earned her PA Bankers Association Central Atlantic School of Trust certificate, with honors, and her B.A. from Duke University.

EDUCATION

PA Bankers Association Central Atlantic School of Trust Certificate, with honors, 1994

Duke University, B.A., 1986

presentation

PA Credit Union Webinar, Death & Member Accounts: What Happens After a Member Dies?, February 2019

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