How to Close an Estate

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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
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
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
Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
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
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
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
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
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
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
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
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
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
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
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
Honesdale
Wayne County Bar Association
Pro Bono Office, 922 Church St., 2nd Flr., Honesdale PA, 18431
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
Indiana
ARIN Intermediate Unit 28
2895 West Pike, Indiana PA, 15701-9769
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
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
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
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
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
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
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
Montrose
The Community Foundation of the Endless Mountains
270 Lake Avenue, Montrose PA, 18801
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
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
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
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19401
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
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
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
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
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
Scranton
Lackawanna County Bar Association
233 Penn Ave., Scranton PA, 18503
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
Stroudsburg
Monroe County Bar Center
913 MAIN STREET, Stroudsburg PA, 18360
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
Uniontown
Penn State University Fayette Campus - Eberly Corporate Training Center
Route 119 North, Uniontown PA, 15401
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
Warren
Warren Library Association
205 Market St., Warren PA, 16365
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
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
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
York
York College of Pennsylvania
Grantley Hall, Rm. 10, York PA, 17403
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
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. McNees Wallace & Nurick LLC (Lanc)
William R. Blumer Esq. Leisawitz Heller Abramowitch Phillips PC
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. Antheil Maslow & MacMinn LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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