• Webcast

Estate Law Institute 2021

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Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Webcast - Both Days

STARTThu., Nov. 11, 2021
9:00 AM
ENDFri., Nov. 12, 2021
4:30 PM
CLE 10 sub/2 eth PRICE Regular: $575.00
New Attorney: $275.00
Webcast - Day One

STARTThu., Nov. 11, 2021
9:01 AM
ENDThu., Nov. 11, 2021
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $350.00
New Attorney: $175.00
Webcast - Day Two

STARTFri., Nov. 12, 2021
9:00 AM
ENDFri., Nov. 12, 2021
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $350.00
New Attorney: $175.00

About

Reserve your seat for the Commonwealth’s finest Estate and Trust Law event!

28 years and still the best in the field!  Join us as we continue our tradition of bringing you cutting edge concepts, current trends, legal updates, first class reference manuals and top notch faculty. 
Although we are meeting virtually this year, attendees will still have the opportunity to learn from top estate planning professionals with information you can use now.

Our Keynote Speaker is Prof. Samuel Donaldson, Georgia State University. He will cover the Federal Tax Update as well as Unwinding Estate Plans.

Our Agenda:

Thursday, Nov. 11

9:05 - 10:05
Estate Law Update

10:15-11:15
Elder Law Update

11:30-12:30
POAs & Healthcare Directives (Ethics)

1:10-2:10
Trusts

2:20-3:20
Inheritance Tax Update

3:30-4:30
Living Wills

Friday, Nov. 12

9:05-10:05
Federal Tax Update

10:15-11:15
Unwinding Estate Plans

11:30-12:30
Digital Assets

1:10-2:10
Interviewing Estate Planning Clients

2:20-3:20
Opinion Testimony in Orphans' Court Litigation

3:30-4:30
Ethics

THANK YOU TO FIDUCIARY TRUST AND LACKNER GROUP FOR THEIR SUPPORT OF THE ESTATE LAW INSTITUTE 2021

ProPass - Online does not apply to institute programs delivered by webcast.

CPE Credits
The Pennsylvania Board of Accountancy has accepted PBI as a CPE program sponsor. This course qualifies program qualifies for a total of number of hours of CPE credit for Pennsylvania CPAs listed below.

Day 1 – 1.2 Tax Credits, 4.8 Specialized Knowledge Credits, 1.2 Professional Ethics Credits
Day 2 – 1.2 Tax Credits, 4.8 Specialized Knowledge Credits, 1.2 Professional Ethics Credits



All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $80. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI customer service at 800-932-4637. Please allow up to two weeks after the program for the printed version of the course book to be shipped.

Practice Areas

Faculty

NameFirm/Company
Latisha Bernard Schuenemann Esq. Leisawitz Heller Abramowitch Phillips PC
Justin H. Brown Esq. Troutman Pepper Hamilton Sanders LLP (Phila)
Ross E. Bruch Esq. Brown Brothers Harriman & Company
Robert Clofine Esq., CELA The Elder Law Firm of Robert Clofine
Amanda K. DiChello Esq. Cozen O'Connor (Phila)
Professor Samuel A. Donaldson Georgia State University College of Law
Obadiah G. English Esq. Mannion Prior LLP
Linda Rhone Enion Esq. Fox Rothschild LLP (Pgh)
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Marielle F. Hazen Esq., CELA Hazen Law Group
Terrance A. Kline Esq., LL.M. Law Office of Terrance A. Kline
Hon. Anne E. Lazarus Superior Court of Pennsylvania
Dianne C. Magee , Esq. Grim Biehn & Thatcher
Jennifer Nevins Esq. Stevens & Lee (Reading)
Mario Santilli Esq. Dentons Cohen & Grigsby, P.C.
Patti S. Spencer Esq. Spencer Law Firm LLC
Nina B. Stryker Esq. Obermayer Rebmann Maxwell & Hippel LLP (Phila)
Bradley D. Terebelo Esq. Heckscher Teillon Terrill & Sager PC
Karen S. Timko Esq., CELA Julian Gray Associates
C. Thomas Work Esq. Stevens & Lee (Reading)
Jennifer L. Zegel Esq. Kleinbard LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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