• On-Demand Video

Fundamentals of Estate Planning 2018

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On-Demand Video

---------- CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Subscribers Pay: $0.00


  • Explore each step of the estate planning process, from the initial client interview through execution
  • Sort through the complexities of the estate planning process from choosing a fiduciary, beneficiary designations, making charitable contributions and special needs trusts
  • Examine common pitfalls such as failing to consider tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust
  • Discuss the key elements that make-up a complete estate plan from which documents to draft, spousal distributions, handling minor beneficiaries and more!

Recorded during a live webcast in June 2018.

Practice Areas


Alison T. Smith Esq. PNC Bank National Association
Anthony C. Weiss Esq. Citi Private Bank
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.