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Revocable Trusts: Types, Funding and Drafting

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTWed., Oct. 09, 2019
9:00 AM
ENDWed., Oct. 09, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland Intermediate Unit 7
102 Equity Drive, Greensburg PA, 15601
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Johnstown
University of Pittsburgh - Johnstown - Living/Learning Cntr
450 Schoolhouse Rd., Johnstown PA, 15904
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 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
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTFri., Oct. 11, 2019
9:00 AM
ENDFri., Oct. 11, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

A revocable trust is sometimes referred to as a “living” or “inter vivos” trust.  Such a trust is created during the life of the donor rather than through a Will.  With a revocable living trust, the donor maintains complete control over the trust and may amend, revoke, or terminate the trust at any time.  With this trust, the donor is able to reap the benefits of the trust arrangement while maintaining the ability to change the trust at any time prior to death.

Learn about:

  • Will vs. Revocable Trust - what's the difference?
  • Who needs a Revocable Trust?
  • Common myths about Revocable Trusts: What they do and what they don't do
  • How Revocable Trusts work in conjunction with other estate planning documents
  • Incapacity planning with Revocable Trusts
  • Tips on drafting Revocable Trusts: Dispositive and administrative provisions
  • Choice of trustees and trustee provisions
  • The importance of funding the Revocable Trust and how to do it

Program

  • 9:00-9:15   
    • What are They?
  • 9:15-10:30 
    • Will vs. Revocable Trust
    • Who Needs a Revocable Trusts?
    • Common Myths: What They Do and What They Don't Do
    • How They Work in Conjunction with Other Estate Planning Docs
    • Incapacity Planning
  • 10:30-10:45
    • Break
  • 10:45-12:15
    • Tips on Drafting: Dispositive and Administrative Provisions
    • Choice of Trustee and Trustee Provisions
    • The Importance of Funding and How to do it

  • 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.

Practice Areas

Faculty

NameFirm/Company
Melissa L. Dougherty Esq. Cohen & Grigsby PC
Devin S. Fox Esq. Kaplin Stewart Meloff Reiter & Stein PC
Stephanie Thomas Kramer Esq. Olimpi & Kramer LLC
Mitchell J. Moximchalk Esq. K & L Gates (Pgh)
William A. Pietrangelo Esq. Pietrangelo Law, LLC
Laura E. Stegossi Esq. Wells Fargo Private Bank
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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