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  • Downloadable Course Book

Estate Law Institute 2020 (Electronic Download)

Available: In Stock
Price: $149.00
Item Code: 10921-DL


In its 27th year, the Estate Law Institute continues to inform Pennsylvania attorneys of the latest and most important developments in estates and trust law. This year’s materials bring some of the most important issues and topics for estate planning and administration from top-notch attorneys.

Summary of Contents

  • Planning for Retirement Benefits: Recent Developments: CARES, SECURE, New Life Expectancy Tables & IRS Notices 2020-50 and -51
  • Estate Planning for Retirement Benefits: Selected Case Studies
  • Charitable Giving with Retirement Benefits
  • PA Inheritance Tax – Not Just the Basics
  • The Pennsylvania Revised Uniform Fiduciary Access to Digital
  • Assets Act (RUFADAA)
  • Ethical Obligations to Clients with Diminished Capacity:
  • Concerns and Best Practices
  • Recent Noteworthy Pennsylvania Cases, Statutes and Rules
  • in the Field of Trusts and Estates, 2019 –
  • The Taxation of Simple v. Complex Trusts – How Hard Can It Be?
  • New Section 67(g) – Form 1041 Trust Deduction Rules
  • Post TCJA of 2017
  • Safeguarding Estate Planning from Undue Influence
  • Using Declaratory Judgments to Resolve Claims in the
  • Orphans’ Court Division
  • Achieving A Step-Up in Basis for Certain Trust Assets Through a General Power of Appointment
Practice Areas
Published: 11/5/2020
Pages: 584
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