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  • Course Book

Estate Law Institute 2019

Available: In Stock
Price: $149.00
Item Code: 10730-BK


Explore cutting edge concepts, current trends, and legal updates, and the comprehensive topics that will refresh your knowledge. Fire up your practice, boost your professional skills, and gain the tips and insights you need.

Summary of Contents


  • Recent Developments
  • Drafting Considerations, Estate Plans for Owners of Closely-Held Businesses
  • Trust Guide for Estate Law Attorneys
  • Beneficiary Designations
  • PA Inheritance Tax on Trusts and Making the Future Interest Compromise
  • A Continuing Retrospective of the Pennsylvania Uniform Trust Act
  • A Short Course for Lawyers on the Retirement Years
  • Shareholders Agreements and Voting Arrangements
  • Preparing the PA Inheritance Tax Return
  • Digital Do’s and Don’ts in Estate Planning and Estate Administration(Slides)
  • Life Under the New Orphans’ Court Rules
  • Rules to Avoid Conflicts Within the Family in Estate Planning
  • Pennsylvania Inheritance Tax Update
  • Business Valuation for Estate Planning
  • In Terrorem Clauses in Pennsylvania
  • Choice of Entity
  • Drafting a Substance Abuse Trust for a Child or Grandchild
  • Charitable Planning for Business Owners
  • Legislative Proposals for Addressing Current Issues in Trust Administration
  • Attorney-Client Privilege in Estate Planning, Administration and Litigation


  • Post-Mortem Estate
  • Family Business: Planning for a Successful Sale or Succession
  • Estate and Fiduciary Income Tax Planning for S Corporations (Slides)
  • What Trust & Estate Planning Attorneys Need to Know About Special Needs Trusts
  • Administering an Estate with Retirement Assets
  • Lessons Learned: Top 5 Trust Strategies for Business Owners After One Year of Tax Reform
  • Fiduciary Income Tax Refresher
  • Advanced Care Planning: Advance Directives and Other Tools to Guide Medical Decisions
  • When a Catastrophic Long-Term Care Illness Hits a Family Business 
  • Pennsylvania Orphans’ Court Rules: Guardianships of Incapacitated Persons (Slides)
  • New Jersey Update: Ethical Issues of Practicing in NJ for a PA Lawyer (Slides)
  • Federal Tax Update
  • Selected Issues in Buy-Sell Agreements for Trust and Estate Attorneys
  • The Tax Cut and Jobs Act of 2017 – Impact on Lawyers and The Advice That They Givev
  • Gifting Business Interests
  • Succession Planning for Lawyers: Pitfalls, Opportunities, and Best Practices
  • Why Can't Lawyers and Psychiatrists Speak the Same Language? What Does
  • Diminished Capacity Really Mean?
  • Grandparents: Adoption Rights and Responsibilities
  • Life Insurance for Lawyers (Slides)

Volume 3

  • Choice of Entity
  • Practice Areas
    Published: 11/7/2019
    Pages: 2300
    Volumes: 3
    Size: 8.5x11
    ©2020 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.