Estate Planning for Younger Clients

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TypeTitleStartEndCLEPrice
VIdeo Replay - Pottsville
Schuylkill County Courthouse Law Library
401 North Second Street, Pottsville PA, 17901
STARTMon., Apr. 23, 2018
9:00 AM
ENDMon., Apr. 23, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $179.00
New Attorney: $90.00

About

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!

Faculty

NameFirm/Company
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.
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