On-Demand Video
CC

Fundamentals of Estate Planning 2026

  • City:
  • Start Date:2026-09-28 05:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Trusts & Estates

$299.00 ProPass

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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.

Overview

Build a strong foundation in the fundamentals of estate planning. This program will walk practitioners through the essential elements of developing an effective estate plan, from identifying client goals and assessing assets to selecting the appropriate planning tools and strategies. Topics will include wills, trusts, powers of attorney, advance directives, beneficiary designations, and key considerations for minimizing taxes and avoiding unintended consequences.

Recorded in September 2026.

Faculty

Erik D. Spurlin, Esq., LLM, CELA

Erik D. Spurlin, Esq., LL.M., CELA, is the founder and principal attorney of Battlefield Estate & Elder Law in Gettysburg, Pennsylvania, serving clients throughout Central Pennsylvania. His practice focuses on estate planning and administration, elder law, long-term-care and Medicaid planning, guardianships, special needs planning, fiduciary matters, and related tax issues. He is a Certified Elder Law Attorney and a frequent lecturer for the Pennsylvania Bar Institute. Mr. Spurlin earned his J.D., cum laude, from Temple University Beasley School of Law and his LL.M. in Taxation, with distinction, from Temple, where he also earned a Graduate Certificate in Estate Planning. He was the sole recipient of the Joseph Price Memorial Award for Outstanding Achievement in Tax Law. He earned both his bachelor’s and master’s degrees, summa cum laude, from Arizona State University. Mr. Spurlin is a member of the National Academy of Elder Law Attorneys, the Pennsylvania Association of Elder Law Attorneys, the Elder Law Section of the Pennsylvania Bar Association, and the Estate Planning and Probate Section of the York County Bar Association.

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