Estate Planning in Pennsylvania, 5th Edition

  • City:
  • Start Date:2018-12-31 19:00:00
  • End Date:
  • Length:
  • Level:
  • Topics:Estates

$199.00 []


Expert advice for every critical estate planning issue

Editor Terry Kline and a top-notch team of estates practitioners take you step by step from client interview through drafting wills and trusts, tax planning, sophisticated estate planning techniques, execution and safekeeping of documents, to terminating the representation.

Includes the substantive updates, procedures, practice tips, and forms you need to give your clients superior service

This new edition includes

  • How-to advice for representing clients from initial interview through termination
  • Thoroughly revised and updated chapters on
    • powers of attorney and living wills
    • Medicaid payment for long-term care
    • choosing fiduciaries
    • transferring assets outside of probate
  • Best practice tips for drafting wills and trusts and tax planning

Thoroughly revised, comprehensive text and practice tools covering every critical estate planning issue

  • Interviewing the Client
  • Ethical Issues
  • Drafting the Will
  • Drafting the Trust
  • Tax Planning
  • Estate Planning for Closely Held Businesses
  • Estate Planning Using Charitable Gifts
  • Estate Planning for Nontraditional Couples
  • Power of Attorney, Health Care Power of Attorney, Living Will, and Mental Health Care Power of Attorney
  • Medicaid Payment for Long-Term Care
  • Choosing Fiduciaries
  • Transferring Assets Outside of Probate
  • Execution and Safekeeping of Documents
  • Terminating the Representation


Terrance A. Kline Esq., LL.M.
Law Office of Terrance A. Kline

Leslie G. Bohner Esq.
Pennsylvania Trust Company

Jerry B. Chariton Esq.
Chariton Schwager & Malak

Adam T. Gusdorff Esq.
Heckscher Teillon Terrill & Sager PC

Paul C. Heintz Esq.
Obermayer Rebmann Maxwell & Hippel LLP (Phila)

Mark A. Mateya Esq.
Mateya Law Firm PC

Alan J. Mittelman Esq.
Spector Gadon Rosen Vinci PC

Scott S. Small Esq.
Wells Fargo - The Private Bank

Heike K. Sullivan Esq.
Ballard Spahr LLP (Phila)

Kevin D. Birkhead Esq.
Timoney Knox, LLP

Thomas A. Boulden Esq.
Timoney Knox, LLP

Devin S. Fox Esq.
Kaplin Stewart Meloff Reiter & Stein PC (Blue Bell)

Andrew J. Haas Esq.
Blank Rome LLP (Phila)

Amanda Miller Kita Esq.
Stradley Ronon Stevens & Young LLP (Malvern)

Clifford Scott Meyer Esq.
Montgomery McCracken Walker & Rhoads LLP (Phila)

Matthew J. Parker Esq., CELA
Marshall Parker & Weber LLC (Williamsport)

Karen M. Stockmal Esq.
KMS Law Offices, LLC

Kirby G. Upright Esq.
King, Spry, Herman, Freund & Faul, LLC

You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.