Fundamentals of Estate Planning 2018

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Registration Options

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TypeTitleStartEndCLEPrice
On-Demand Video
Online
---------- CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
 Subscribers Pay: $0.00
Video Replay - Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
 4500 6th Ave., Altoona PA, 16602
STARTFri., Aug. 24, 2018
9:00 AM		ENDFri., Aug. 24, 2018
3:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Video Replay - Emporium
Malizia & Malizia, P.C.
 25 East Fourth Street, Emporium PA, 15834
STARTWed., Jul. 25, 2018
9:00 AM		ENDWed., Jul. 25, 2018
3:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Video Replay - Lebanon
Lebanon County Bar Association
 547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTTue., Aug. 28, 2018
9:15 AM		ENDTue., Aug. 28, 2018
3:45 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Video Replay - Mechanicsburg
PBI Conference Center
 5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Aug. 21, 2018
9:00 AM		ENDTue., Aug. 21, 2018
3:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Video Replay - Philadelphia
The CLE Conference Center
 Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Aug. 07, 2018
9:00 AM		ENDTue., Aug. 07, 2018
3:30 PM		 CLE 5 sub/1 eth PRICE Regular: $279.00
 New Attorney: $140.00
Video Replay - West Chester
Chester County Bar Association
 15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTThu., Aug. 09, 2018
9:00 AM		ENDThu., Aug. 09, 2018
3:30 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!

Recorded during a live webcast in June 2018.

Faculty

NameFirm/Company
Alison T. Smith Esq. PNC Bank National Association
Anthony C. Weiss Esq. Citi Private Bank
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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