• Simulcast
  • Webcast

ABCs of Pennsylvania Trusts and Trusts Drafting 2020

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Registration Options

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TypeTitleStartEndCLEPrice
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
1150 Chestnut St., Ste. 2, Fritz Leiss Carpet Bldg., Lebanon PA, 17042
STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 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
STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast

STARTFri., Oct. 30, 2020
9:00 AM
ENDFri., Oct. 30, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00

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. Learn the basics of trusts and discover the practical ways they can help your clients accomplish their estate planning goals. 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.
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