Estate Planning After the Tax Cuts & Jobs Act

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Erie
Erie County Bar Association
429 West 6th Street, Erie PA, 16507
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland Intermediate Unit 7
102 Equity Drive, Greensburg PA, 15601
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Johnstown
University of Pittsburgh - Johnstown - Living/Learning Cntr
450 Schoolhouse Rd., Johnstown PA, 15904
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Montrose
The Community Foundation of the Endless Mountains
270 Lake Avenue, Montrose PA, 18801
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19404
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Uniontown
Penn State University Fayette Campus - Eberly Corporate Training Center
Route 119 North, Uniontown PA, 15401
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTWed., Jun. 13, 2018
9:00 AM
ENDWed., Jun. 13, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

The Tax Cuts and Jobs Act, which became effective on January 1, 2018, is considered the most significant overhaul of the U.S. Tax Code since 1986. The changes will have a profound impact on individuals, trusts, estates, and businesses in a variety of ways.

Some key changes included in this law are: altering individual income taxation and estate planning concepts, reducing corporate income taxes, and introducing a new method of taxing the earnings from certain pass-through entities. It also significantly impacts taxation for Estate, Gift & Generation-Skipping taxes. Many estate plans created under the prior tax laws will not produce the desired result. Join us as our faculty review these issues plus more.

This course will cover:

  • Tax reform for individuals and non-profits
  • Impact of tax reform techniques for estate planning and charitable giving
  • Tax reform for pass throughs (new Section 199A) implications for closely held businesses

Faculty

NameFirm/Company
Kathryn H. Crary Esq. Gadsden Schneider & Woodward, LLP
Carlo R. Ferri Kreischer Miller
Robert H. Louis Esq. Saul Ewing Arnstein & Lehr LLP (Phila)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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