Estate Planning for Younger Clients

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
VIdeo Replay - Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTMon., Jul. 23, 2018
9:00 AM
ENDMon., Jul. 23, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $179.00
New Attorney: $90.00


Many young families put off estate planning. However, it is never too early to begin this process. Everyone should have a proper, professionally prepared estate plan.

In this course, you will learn about advising your clients on:

  • Naming the executors or trustees
  • Naming a guardian for young children
  • Providing instructions for distribution of assets
  • Using trusts to hold retirement assets
  • Reviewing insurance needs and beneficiary designations
  • Planning for a disability
  • Handling debt
  • Providing for college education
  • And more!


Andrew S. Rusniak Esq. McNees Wallace & Nurick LLC (Lanc)
Alison T. Smith Esq. PNC Bank National Association
Patti S. Spencer Esq. Spencer Law Firm LLC
Neil Warner Yahn Esq. James Smith Dietterick & Connelly LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.