In-Person Event
CC

ABCs of Pennsylvania Trusts & Trust Drafting 2026 – Erie

  • City:Erie County Bar Association, 429 West 6th St., ., Erie, PA, 16507
  • Start Date:2026-03-05 13:00:00
  • End Date:2026-03-05 16:15:00
  • Length:
  • Level:Intermediate
  • Topics:Trusts & Estates

$299.00

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This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

This is a simulcast of a live webcast course, streamed live to a local site with faculty in remote locations. Please note: Walk-in registrations will not be accepted - you must register in advance.

Overview

Drafting a trust involves careful consideration of various elements to ensure it accurately reflects the intentions and desires of the person creating the trust.

Learn the basics of trusts in this half-day CLE and discover the practical ways trusts can help your clients accomplish their estate planning goals.

Discussion topics include:

• Conversations with clients

• Types of trusts

• Trustee selection

• Trust modification

• Family dynamics

• Trust drafting – a “walk through” the document

• Hypotheticals

Faculty

Edward L. Perkins, JD, LL.M., CPA

Mr. Perkins has been a practicing estate planning and tax attorney for over 35 years. He is a principal shareholder of the law firm of Gibson & Perkins, P.C., Media, and has been a member of the faculty of the Graduate Tax Program of the Villanova Law School since 1981. In that program, he developed and taught “The Drafting Fundamentals of Estate Planning Documents.” Mr. Perkins is also the author of four recently published books: Pennsylvania Trusts Handbook, The Taxation of Trusts and Estates, The Fundamentals of Trusts, and Drafting Wills that Work in Pennsylvania. He is a frequent contributor to the continuing professional education programs of the Pennsylvania Bar Institute and the American Institute of Certified Public Accountants, among others. Mr. Perkins is also the founder of YourOnLineProfessor.net, an online provider of continuing professional education for CPAs and attorneys.

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