• Live In-Person

Estate Law Institute - 2019

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Registration Options

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Philadelphia - Both Days
Pennsylvania Convention Center
12th & Arch Streets, Philadelphia PA, 19107
STARTThu., Nov. 07, 2019
8:30 AM
ENDFri., Nov. 08, 2019
4:30 PM
CLE 10 sub/2 eth PRICE Regular: $575.00
New Attorney: $275.00
Philadelphia - Day One
Pennsylvania Convention Center
12th & Arch Streets, Philadelphia PA, 19107
STARTThu., Nov. 07, 2019
8:31 AM
ENDThu., Nov. 07, 2019
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $350.00
New Attorney: $175.00
Philadelphia - Day Two
Pennsylvania Convention Center
12th & Arch Streets, Philadelphia PA, 19107
STARTFri., Nov. 08, 2019
8:30 AM
ENDFri., Nov. 08, 2019
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $350.00
New Attorney: $175.00


Reserve your seat for the Commonwealth’s finest Estate and Trust Law event

26 years and still the best in the field!  Join us as we continue our tradition of bringing you cutting edge concepts, current trends, legal updates, phenomenal networking, first class reference manuals and top notch faculty. 

Attendees will have the opportunity to learn from top estate planning professionals and network with professionals within the estate planning community.

Customize your  CLE. You can design your day of learning suited to your needs and pick and choose the sessions that will keep you competitive and boost your professional skills.
Why you should attend

  • Build up your practice knowledge
  • Fire up your practice 
  • Boost your professional skills
  • Gain tips and insights to take back to the office
  • Invest in two intensive days and earn your credits for the year

Topics Include:

  • Recent Developments
  • Drafting Considerations, Estate Plans for Owners of Closely-Held Businesses
  • Trust Guide for Estate Law Attorneys
  • Beneficiary Designations
  • PA Inheritance Tax on Trusts and Making the Future Compromise
  • UTA Update
  • Retirement Planning for Lawyers
  • Shareholders Agreements and Voting Agreements
  • Preparing the Inheritance Tax Return
  • Choice of Entity as Relevant to Estate Planning
  • Life Under the New Orphans' Court Rules
  • How to Avoid Family Conflicts in Estate Planning (Ethics)
  • PA Inheritance Tax Update
  • Business Valuation for Estate Planning
  • In Terrorem Clauses
  • Digital Assets
  • Drafting Substance Abuse Trusts
  • Charitable Planning for Business Owners
  • Legislative Proposals for Addressing Current Issues in Trust Administration
  • Addressing the Attorney-Client Privilege in Orphans' Court Litigation (Ethics)
  •  Valuation of Closely-Held Business Interests
  • Fundamentals of the Income Taxation of Estates and Trusts
  • What Trust & Estate Planning Attorneys need to Know About Special Needs Trusts
  • Administrating an Estate with Retirement Assets
  •  Top Five Strategies for Business Owners One Year After Tax Reform
  • Fiduciary Income Tax Refresher
  •  Advance Care Planning: Advance Directives and Other Tools to Guide Medical Decisions (Ethics)
  • Gifts of Closely Held Business Interests
  • Guardianship Update-New Rules and Reporting Requirements
  • Ethical Issues of Practicing in DE and NJ for a PA Lawyer (Ethics)
  • Federal Tax Update
  • Anatomy of a Buy-Sell Agreement
  • How the New Tax Law Impacts Your Law Firm
  • What Can Be Done When a Long-Term Catastrophic Illness Hits a Key Member of a Family Business
  • Succession Planning-Is It Mandatory for Lawyers? (Ethics)
  • Bridging the Gap between Lawyers & Psychiatrists: Understanding the Capacity (Ethics)
  • Special Provisions in a Will for Adoptions
  • Life Insurance for Lawyers

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $80. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Practice Areas


Linda M. Anderson Esq., CELA Anderson Elder Law
Charles Bender Esq. Fox Rothschild LLP (Warrington)
Dana M. Breslin Esq., CELA Pappano & Breslin
Michael A. Breslow Esq. Heckscher Teillon Terrill & Sager PC
Kathryn H. Crary Esq. Gadsden Schneider & Woodward, LLP
Thomas J. Dempsey Jr., Esq. Jones Gregg Creehan & Gerace LLP (Pgh)
J. Paul Dibert J. Paul Dibert Consulting
Donald P. DiCarlo Jr., Esq. Wilmington Trust Company (Villanova)
Jeremiah W. Doyle IV, Esq. BNY Mellon Private Wealth Management
Obadiah G. English Esq. Mannion Prior LLP
Linda Rhone Enion Esq. Fox Rothschild LLP (Pgh)
Karen A. Fahrner Esq. Heckscher Teillon Terrill & Sager PC
James M. Frank Esq.
Jennifer D. Gayle Esq. Mannion Prior LLP
Eugene H. Gillin Esq. Alexander & Pelli LLC
Daphne Goldman Esq. PNC Bank National Association
Brian A. Gordon Esq. Gordon & Ashworth PC
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Martin J. Hagan Esq. Meyer Unkovic & Scott LLP
Daniel F. Hayward Esq. Gordon Fournaris & Mammarella
Glenn A. Henkel JD, LLM, CPA Kulzer & Dipadova PA
Thomas O. Hiscott Esq. Heckscher Teillon Terrill & Sager PC
Lisa M Hopkins Esq. Hopkins Law Office
Jeanne Kerwin D.MH, HEC-C
Terrance A. Kline Esq. Law Office of Terrance A. Kline
Jennifer K. Kosteva Esq. Heckscher Teillon Terrill & Sager PC
Jonathan H. Lander J.D., LL.M. PNC Wealth Management
John D. LaRocca Esq. Dechert LLP (Phila)
Hon. Anne E. Lazarus Superior Court of Pennsylvania
Robert H. Louis Esq. Saul Ewing Arnstein & Lehr LLP (Phila)
Robert M. Maxwell Esq. Glenmede Trust Company (Phila)
John F. Meck Esq. Eckert Seamans (Pgh)
Peter E. Moshang Esq. Heckscher Teillon Terrill & Sager PC
Michael J. Moyer Esq. PNC Wealth Managment
Hon. Lois E. Murphy Montgomery County Court of Common Pleas
Mark J. Newell Esq. PA Department of Human Services
James O'Connell Esq. PNC Bank
Hon. Stanley R. Ott (Ret.) Mannion Prior LLP
Dale E. Panzer MD Bryn Mawr Hospital
Dionysios C. Pappas Esq. Vasiliadis Pappas Associates LLC
Heather L. Paterno Esq.
Ted Perkins JD, LL.M., CPA Gibson & Perkins, PC
Joyce K. Petrenchak Esq. PNC Wealth Management
Dennis C. Reardon Esq. Reardon & Associates LLC
Michael F. Rogers Esq. Salvo Rogers & Elinski
James J. Ruggiero Jr., Esq. Ruggiero Law Offices LLC
Marjorie J. Scharpf Esq. Friedman Schuman PC
Mark T. Silliker Esq. Silliker & Reinhold
Patti S. Spencer Esq. Spencer Law Firm LLC
Eric R. Strauss Esq. Worth Magee & Fisher PC
Nina B. Stryker Esq. Obermayer Rebmann Maxwell & Hippel LLP (Phila)
Heike K. Sullivan Esq. Ballard Spahr LLP
Bradley D. Terebelo Esq. Heckscher Teillon Terrill & Sager PC
Vicky Ann Trimmer Esq., CPA Daley Zucker Meilton & Miner LLC
Amy S. Ufberg Esq. Dechert LLP (Phila)
Andrew M. Wilusz Value Management Inc.
Edward A. Wilusz Value Management, Inc.
Samantha K. Wolfe Esq., LLM Maxwell Sipe Law Offices LLC
Jeffrey C. Wolken Esq. Wilmington Trust Company (DE)
C. Thomas Work Esq. Stevens & Lee (Reading)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.