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  • Simulcast
  • Webcast

Fundamentals of Estate Planning 2020

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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
STARTWed., Jun. 24, 2020
9:00 AM
ENDWed., Jun. 24, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $199.00
New Attorney: $100.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Jun. 02, 2020
9:00 AM
ENDTue., Jun. 02, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $199.00
New Attorney: $100.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTTue., Jun. 16, 2020
9:00 AM
ENDTue., Jun. 16, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $199.00
New Attorney: $100.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTWed., Jun. 24, 2020
9:00 AM
ENDWed., Jun. 24, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $199.00
New Attorney: $100.00
Webcast
Online
STARTWed., Jun. 24, 2020
9:00 AM
ENDWed., Jun. 24, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $199.00
New Attorney: $100.00

About

Examine each step of the estate planning process. This program shows you how to discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution. You will learn how to draft an appropriate estate plan to suit your client’s needs From determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will impact the end product, creating an appropriate estate plan is filled with many intricacies. Attend this seminar to sort through the complexities involved in the process to create the best plan for your client.

Avoid hidden pitfalls. Failing to consider income tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust are just a few of the common pitfalls that can cause the best laid plans to go awry. Don’t let your clients fall into these traps. This program will examine familiar estate planning blunders and help you to spot them before trouble arises.

Topics include:

  • Key Elements of a Complete Estate Plan
  • Life Insurance
  • Ethical Concerns for Estate Planners

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

No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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