• Simulcast
  • Webcast

How to Prepare the PA Inheritance Tax Return 2021

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Registration Options

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TypeTitleStartEndCLEPrice
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Stroudsburg
Monroe County Bar Center
913 MAIN STREET, Stroudsburg PA, 18360
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Webcast

STARTWed., Dec. 15, 2021
9:00 AM
ENDWed., Dec. 15, 2021
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $299.00
New Attorney: $150.00
Subscribers Pay: $0.00

About

The PBA requires that everyone, including speakers and attendees, must be fully vaccinated against COVID-19 to attend live CLE events. In addition, all participants and attendees, regardless of COVID-19 vaccination status, must wear masks except when presenting, eating or drinking.

After starting off with a refresher on Pennsylvania inheritance tax law, you'll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.

This program is a great opportunity to:

Be sure you've picked up every deduction and credit available to you
Get practical tips about the documentation you should be attaching to your returns and the reasons it matters
Be updated on all that's new
Brush up on what is and what is not subject to tax
Get tips for handling trusts, annuities, mutual funds & other nonprobate assets
Clarify how and when the family-owned business exemption is used
Learn ways to avoid getting tripped up on remainder returns and future interest compromises
Understand how Schedule O raises potential personal liability implications for executors
And more!

All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. 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. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Practice Areas

Faculty

NameFirm/Company
Robert M. Maxwell Esq. Glenmede Trust Company (Phila)
Vicky Ann Trimmer Esq., CPA Daley Zucker Meilton & Miner LLC
Raymond C. Vogliano Esq. Eckert Seamans (Pgh)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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