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

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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., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Sep. 05, 2019
9:00 AM
ENDThu., Sep. 05, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Sep. 24, 2019
9:00 AM
ENDTue., Sep. 24, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Greensburg
Westmoreland Intermediate Unit 7
102 Equity Drive, Greensburg PA, 15601
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Indiana
ARIN Intermediate Unit 28
2895 West Pike, Indiana PA, 15701-9769
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Johnstown
University of Pittsburgh - Johnstown - Living/Learning Cntr
450 Schoolhouse Rd., Johnstown PA, 15904
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Stroudsburg
Monroe County Bar Center
913 MAIN STREET, Stroudsburg PA, 18360
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Williamsport
Lycoming Law Association
25 W. Third St, Ste 803, Williamsport PA, 17701
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
York
York College of Pennsylvania
Grantley Hall, Rm. 10, York PA, 17403
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Webcast
Online
STARTThu., Sep. 12, 2019
9:00 AM
ENDThu., Sep. 12, 2019
4:15 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00

About

THE PROCESS OF ADMINISTERING A DECEDENT’S ESTATE INVOLVES:

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

OUR KNOWLEDGEABLE FACULTY WILL GUIDE YOU THROUGH THE PROCESS FROM START TO FINISH

  • 9:00 - 10:00   
    • Initial Steps in Estate Administration
  • 10:00-10:45   
    • Dealing with Estate Assets
  • 10:45-11:00   
    • Break
  • 11:00-11:45   
    • Tax Returns
  • 11:45-12:15   
    • Fiduciary Litigation
  • 12:15-1:00     
    • Lunch (included)
  • 1:00-2:00       
    • Ethics Hour
  • 2:00-3:00       
    • Complicated Issues
  • 3:00-3:15       
    • Break
  • 3:15-4:00       
    • Closing the Estate
  • 4:00-4:15       
    • 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.

 

Practice Areas

Faculty

NameFirm/Company
Vance E. Antonacci Esq. McNees Wallace & Nurick LLC (Lanc)
Charles J. Avalli Esq. Gentile Horoho & Avalli PC
Mark T. Coulter Esq. The Estate Planning Centers at the Coulter Law Offices, LLC
Melissa L. Dougherty Esq. Cohen & Grigsby PC
Samuel J. Goncz Esq. Cohen & Grigsby PC
Alissa B. Gorman Esq. Semanoff Ormsby Greenberg & Torchia, LLC
Lesley M. Mehalick Esq. McAndrews, Mehalick, Connolly, Hulse, Ryan and Marone P.C. Law Offices (Berwyn)
Shabrei M. Parker Esq. Mincey Fitzpatrick Ross, LLC
Matthew D. Rak Esq. Leech Tishman Fuscaldo & Lampl LLC (Pitts)
Erik D. Spurlin Esq., LLM, CELA The Estate & Elder Law Firm of Erik Spurlin
Vicky Ann Trimmer CPA, Esq. Daley Zucker Meilton & Miner LLC
Mark T. Vuono Esq. Vuono & Gray LLC
Jay R. Wagner Esq. Stevens & Lee (Reading)
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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