How to Close an Estate

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Registration Options

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Mar. 07, 2019
9:00 AM
ENDThu., Mar. 07, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Mar. 28, 2019
9:00 AM
ENDThu., Mar. 28, 2019
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
STARTThu., Mar. 21, 2019
9:00 AM
ENDThu., Mar. 21, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTThu., Mar. 28, 2019
9:00 AM
ENDThu., Mar. 28, 2019
12:15 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
Ambria L. Armstrong Esq.
William R. Blumer Esq.
Thomas A. Boulden Esq. Timoney Knox, LLP
Michael Cherewka Esq. The Law Offices Of Michael Cherewka
Thomas J. Dempsey Jr, Esq. Jones Gregg Creehan & Gerace LLP (Pitts)
Adam C. Kachurak Esq. Mannion Prior, LLP
Scott A. Kaser Esq. BNY Mellon NA
Patti S. Spencer Esq. Spencer Law Firm LLC
Julia Varholla Esq. Lovett Bookman Harmon Marks LLP
Elaine T. Yandrisevits Esq. McAndrews Law Offices PC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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