• Simulcast
  • Live In-Person
  • Webcast

ABCs of Pennsylvania Trusts and Trusts Drafting 2020

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., Apr. 22, 2020
9:00 AM
ENDWed., Apr. 22, 2020
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
STARTThu., Apr. 02, 2020
9:00 AM
ENDThu., Apr. 02, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
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
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
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
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
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
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
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
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Scranton
Lackawanna County Bar Association
233 Penn Ave., Scranton PA, 18503
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Stroudsburg
Monroe County Bar Center
913 MAIN STREET, Stroudsburg PA, 18360
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
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
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
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
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York College of Pennsylvania
Grantley Hall, Rm. 10, York PA, 17403
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTThu., Mar. 26, 2020
9:00 AM
ENDThu., Mar. 26, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

“In the hands of a competent estate planner, a trust can be an extremely versatile estate planning tool, limited in its use only by the imagination.”

Ted Perkins will provide a comprehensive review of the Pennsylvania law as it impacts the drafting, adoption and administration of trusts in Pennsylvania. Discussion topics include:

  • Essential elements of a trust
  • How trusts are used in estate planning
  • Requirements for creating a valid trust in Pennsylvania
  • Duties and powers of the trustee
  • Rights of trust beneficiaries
  • Role of the courts in administering trusts
  • Trust accounting and taxation
  • Rules of construction of trust documents
  • A guide to drafting trust documents

Materials:  Tuition includes a copy of PBI Press book #10946 Pennsylvania Trusts Handbook. Attendees will receive a hard copy of the PBI Press book at the course and a digital copy via download. The PBI Press book is available for separate purchase on PBI's website or by calling PBI's Customer Service at 800-932-4637. 

Practice Areas

Faculty

NameFirm/Company
Ted Perkins JD, LL.M., CPA Gibson & Perkins, PC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
11036