How to Close an Estate

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TypeTitleStartEndCLEPrice
Video Replay - Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
STARTFri., May. 17, 2019
9:00 AM
ENDFri., May. 17, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTTue., May. 14, 2019
9:00 AM
ENDTue., May. 14, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTTue., May. 07, 2019
9:00 AM
ENDTue., May. 07, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Emporium
Malizia & Malizia, P.C.
25 East Fourth Street, Emporium PA, 15834
STARTWed., May. 08, 2019
9:00 AM
ENDWed., May. 08, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Indiana
Budash & Welch, LLP
120 South 7th Street, Indiana PA, 15701
STARTFri., May. 10, 2019
9:00 AM
ENDFri., May. 10, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTWed., Jun. 12, 2019
9:00 AM
ENDWed., Jun. 12, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTThu., May. 23, 2019
9:15 AM
ENDThu., May. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTMon., Jun. 17, 2019
9:00 AM
ENDMon., Jun. 17, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Jun. 27, 2019
9:00 AM
ENDThu., Jun. 27, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., May. 13, 2019
9:00 AM
ENDMon., May. 13, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTFri., May. 10, 2019
9:00 AM
ENDFri., May. 10, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., May. 08, 2019
9:00 AM
ENDWed., May. 08, 2019
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Learn the Basics About How to Close an Estate in Pennsylvania

Seasoned practitioners will teach you essential procedures for closing an estate in this basic to intermediate level program. Understand the advantages and disadvantages of the methods used to close an estate, and gain the practical advice you won't find reading the Probate, Estates and Fiduciary Code or the Orphans' Court Rules.

Examine Each Step of a Formal Court Accounting and the Audit Process

  • Learn the statutory requirements for filing an account
  • Understand the nuances involved in providing proper notice to an accounting
  • Know what forms to use and when
  • Understand how to handle objections to the accounting and walk through the audit process

Get the Nitty Gritty on Family Settlement Agreements and Receipts and Releases

  • Understand what elements are required in a family settlement agreement
  • Avoid common mistakes when drafting a family settlement agreement
  • Review sample agreements and discuss enforceable issues

Faculty

NameFirm/Company
William R. Blumer Esq. Leisawitz Heller Abramowitch Phillips PC
Michael Cherewka Esq. The Law Offices Of Michael Cherewka
Patti S. Spencer Esq. Spencer Law Firm LLC
Ambria L. Wessel Esq. McNees Wallace & Nurick LLC (Lanc)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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