• Webcast

Estate and Elder Law Symposium 2023

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Remote - Live Webcast

STARTWed., Feb. 15, 2023
9:00 AM
ENDWed., Feb. 15, 2023
4:20 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00


Take advantage of “the Best of” two of PBI’s most popular Institutes
In this Symposium we feature some of the most popular sessions from our annual Estate Law Institute and Elder Law Institute. Whether you have a general practice or you concentrate in estate law, elder law or both, you’ll pick up important practice tips and hear the latest developments.

Learn from our top flight faculty
Our presenters are seasoned practitioners who will share their experiences, give you practice tips, and open your eyes to new ideas. They will guide you through the many tricky questions that arise in estate and elder law practice so that you can be confident about the advice you are giving and the documents you are drafting. With changes taking place on both a state and federal level, you’ll be ready!

Sessions include:

Elder Law Update -  In this annual highlight of the Institute, get a quick summary of recent legislative, regulatory and policy developments in elder law and brief summaries of the most significant cases over the past 12 months. You won’t want to miss it!

VA Compensation Benefits - This discussion will go through several types of VA benefits focusing on VA Compensation Benefits and VA Survivor’s Dependency and Indemnity Compensation Benefits.  Included will be a discussion of compensation claims for veterans exposed to Agent Orange and issues for Gulf War veterans.

Estate Recovery Update - Pennsylvania’s Medical Assistance Estate Recovery Program collects approximately $50 million dollars annually from the estates of deceased recipients of Medicaid long-term care benefits.  Tye J. Cressman, Esq., will walk you through the estate recovery process from beginning to end sharing practical tips on how you can secure the best results for your clients.     

Navigating the Home & Community Waiver Enrollment Process - With the implementation of Community HealthChoices (CHC), there have been some changes to the process of applying for Home and Community Based Waiver Services (HCBS), and it can be cumbersome and time-consuming. This course will examine the enrollment process and offer practical tips on getting waiver services approved for your clients.

Guardianship - Proposed Legislation - Current hot topics in guardianship law include certification of professional guardians and training for lay guardians, least restrictive alternatives, and mandatory appointment of legal counsel for alleged incapacitated persons. Your presenters want you to be prepared to handle the practical pleading and practice changes associated with these topics and potentially hot-off-the-press legislative changes.

Estate Law Update - This annual update discusses important cases in estate law over the last 12 months

In Terrorem Clauses - This session discusses digital assets, what they are and how to include them in your estate planning. They will go over the federal laws impacting digital assets, with a close inspection of Pas RUFADAA

Tips and Tricks in Estate Administration - A walk through of the administration of an estate highlighting traps that arise and provide tips for making the administration process go smoothly.

Income Taxation of Trusts and Estates - This session will discuss the structure of Subchapter J including the concept of distributable net income (DNI), the types of trusts (simple, complex and grantor), trust accounting income, the distribution system, the separate share rule, the 65 day rule, the fiduciary income tax charitable deduction, termination of a trust or estate and administration expenses. In addition, the session will give an overview of the state income taxation of trusts.

Cyber Security Ethics: Safeguarding Client Data in Today's Emerging Hybrid Practice - Cyberthreats against attorneys and law firms, including attacks such as ransomware and phishing, are at an all-time high and continue to grow. These threats are of particular concern for attorneys because of their duties of competence in technology and their ethical obligation to maintain confidentiality. This session will explore the most current threats and attorneys' duties to safeguard confidential data and will offer practical solutions on how to comply with these duties, whether in a traditional or a hybrid practice.

This course is co-sponsored by the PBA's Elder Law Section.


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. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637.

Practice Areas


Patrick S. Cawley Esq.
Tye J. Cressman Esq., CELA Cressman Erde & Ferguson LLC
Jeremiah W. Doyle IV, Esq. BNY Mellon Wealth Management
Lindsey P. Ermey JD BNY Mellon Wealth Management (Phila)
Jennifer A. Galloway Esq. Saxton & Stump LLC (Lanc)
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Marielle F. Hazen Esq., CELA Hazen Law Group
Rebecca A. Hobbs Esq. O'Donnell Weiss & Mattei PC (Pottstown)
John Stanley Kamarados Esq. Kamarados Law Offices
Marianne E. Kreisher Esq., NCG, CELA Kreisher Marshall & Associates, LLC
David G. Ries Esq. Clark Hill PLC (Pgh)
Sally L. Schoffstall Esq., CELA Schoffstall Elder Law LLC
Daniel J. Siegel Esq. Law Offices of Daniel J. Siegel, LLC
Erik D. Spurlin Esq., LLM, CELA MPL Law Firm, LLP
Bradley D. Terebelo Esq. Heckscher Teillon Terrill & Sager PC
Vicky Ann Trimmer Daley Zucker LLC
Pamela Walz Esq.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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