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.
Thursday, Nov. 11
9:05 - 10:05
Estate Law Update
Elder Law Update
POAs & Healthcare Directives (Ethics)
Inheritance Tax Update
Friday, Nov. 12
Federal Tax Update
Unwinding Estate Plans
Interviewing Estate Planning Clients
Opinion Testimony in Orphans' Court Litigation
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.• Day 1 – 1.2 Tax Credits, 4.8 Specialized Knowledge Credits, 1.2 Professional Ethics 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 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.