Fundamentals of Estate Planning 2018

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
 Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Pittsburgh
PBI Professional Development Center
 Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Jun. 05, 2018
9:00 AM		ENDTue., Jun. 05, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Allentown
Bar Association of Lehigh County
 1114 Walnut Street, Allentown PA, 18102
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Bellefonte
Centre County Bar Association
 Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Butler
Butler County Bar Association
 240 S. Main Street, Butler PA, 16001
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Chambersburg
Franklin County Bar Association
 100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Doylestown
Bucks County Bar Association
 135 E. State Street, Doylestown PA, 18901
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Easton
Northampton County Bar Association
 155 South Ninth Street, Easton PA, 18042-4399
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Greensburg
Westmoreland County Bar Association
 129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Honesdale
Wayne County Bar Association
 Pro Bono Office, 922 Church St., 2nd Flr., Honesdale PA, 18431
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Johnstown
University of Pittsburgh - Johnstown - Living/Learning Cntr
 450 Schoolhouse Rd., Johnstown PA, 15904
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Lebanon
Lebanon County Bar Association
 547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Mansfield
Mansfield University
 20 Straughn Drive, Mansfield PA, 16933
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
 764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Mechanicsburg
PBI Conference Center
 5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Montrose
The Community Foundation of the Endless Mountains
 270 Lake Avenue, Montrose PA, 18801
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Norristown
Montgomery Bar Association
 100 West Airy Street, P.O. Box 268, Norristown PA, 19404
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Plymouth Meeting
LaSalle University Montgomery County Center
 220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Stroudsburg
Monroe County Bar Center
 913 MAIN STREET, Stroudsburg PA, 18360
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Warren
Warren Library Association
 205 Market St., Warren PA, 16365
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
West Chester
Chester County Bar Association
 15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Webcast
Online
STARTTue., Jun. 12, 2018
9:00 AM		ENDTue., Jun. 12, 2018
4:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00

About

  • Explore each step of the estate planning process, from the initial client interview through execution
  • Sort through the complexities of the estate planning process from choosing a fiduciary, beneficiary designations, making charitable contributions and special needs trusts
  • Examine common pitfalls such as failing to consider tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust
  • Discuss the key elements that make-up a complete estate plan from which documents to draft, spousal distributions, handling minor beneficiaries and more!

Faculty

NameFirm/Company
Nora Gieg Chatha Esq. Tucker Arensberg (Pitts)
Jennifer Damelio Esq. Friedman Schuman, PC
Robert M. Maxwell Esq. Glenmede Trust Company (Phila)
Stephen John Olsen Esq. Gawthrop Greenwood PC
Matthew D. Rak Esq. Metz Lewis Brodman Must O’Keefe LLC
Alison T. Smith Esq. PNC Bank National Association
Richard Rocco Tarantine Esq. Tarantine & Associates PC
Jay R. Wagner Esq. Stevens & Lee (Reading)
Anthony C. Weiss Esq. Citi Private Bank
Joseph William Widing III, Esq. Kozloff Stoudt
John Yocum Highland Capital Brokerage
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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