• Video Replay

Administering an Estate in PA: A Step by Step Guide 2019

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Video Replay - Emporium
Malizia & Malizia, P.C.
25 East Fourth Street, Emporium PA, 15834
STARTWed., Feb. 12, 2020
9:00 AM
ENDWed., Feb. 12, 2020
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Video Replay - Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Feb. 04, 2020
9:00 AM
ENDTue., Feb. 04, 2020
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Video Replay - Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Mar. 10, 2020
9:00 AM
ENDTue., Mar. 10, 2020
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Video Replay - Ridgway
Pontzer & Pontzer Law Office
220 Center St., Ridgway PA, 15853
STARTFri., Feb. 14, 2020
9:00 AM
ENDFri., Feb. 14, 2020
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Video Replay - West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTTue., Feb. 18, 2020
9:00 AM
ENDTue., Feb. 18, 2020
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00



  • Collecting all assets
  • Locating all creditors
  • Paying all debts
  • Paying all applicable taxes
  • Distributing the remaining assets to the persons entitled to inherit


  • Initial Steps in Estate Administration
  • Dealing with Estate Assets
  • Tax Returns
  • Fiduciary Litigation
  • Ethics Hour
  • Complicated Issues
  • Closing the Estate
  • Q&A

Get step-by-step instruction on administering an estate from attorneys in the field.
This program covers the process from creating a timeline, the grant of letters, determining beneficiaries and the administrative steps to be taken.
We will discuss estate assets, debts of the estate and payment of creditors. We will arm you with information for any issues that may arise such as ancillary probate, divorce, disabled and minor beneficiaries and wrongful death and survival action litigation.  We will explore all the steps involved in closing the estate such as the formal accounting and petition for allowance, receipts and releases and distributions.

The materials include hypotheticals and sample forms and agreements.

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 $40. 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.

Recorded live in September 2019.

Practice Areas


Vance E. Antonacci Esq. McNees Wallace & Nurick LLC (Lanc)
Melissa L. Dougherty Esq. Cohen & Grigsby PC
Erik D. Spurlin Esq., LLM, CELA The Estate & Elder Law Firm of Erik Spurlin
Vicky Ann Trimmer Esq., CPA Daley Zucker Meilton & Miner LLC
Jay R. Wagner Esq. Stevens & Lee (Reading)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.