• Simulcast
  • Webcast

Estate Law Institute 2020

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Both Days - Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTThu., Nov. 05, 2020
9:00 AM
ENDFri., Nov. 06, 2020
4:30 PM
CLE 10 sub/2 eth PRICE Regular: $595.00
New Attorney: $295.00
Both Days - Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTThu., Nov. 05, 2020
9:00 AM
ENDFri., Nov. 06, 2020
4:30 PM
CLE 10 sub/2 eth PRICE Regular: $595.00
New Attorney: $295.00
Day One - Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTThu., Nov. 05, 2020
9:00 AM
ENDThu., Nov. 05, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $186.00
Day One - Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTThu., Nov. 05, 2020
9:00 AM
ENDThu., Nov. 05, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $185.00
Day Two - Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTFri., Nov. 06, 2020
9:00 AM
ENDFri., Nov. 06, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $185.00
Day Two - Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTFri., Nov. 06, 2020
9:00 AM
ENDFri., Nov. 06, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $185.00
Webcast - Both Days

STARTThu., Nov. 05, 2020
9:00 AM
ENDFri., Nov. 06, 2020
4:30 PM
CLE 10 sub/2 eth PRICE Regular: $595.00
New Attorney: $295.00
Webcast - Day One

STARTThu., Nov. 05, 2020
9:00 AM
ENDThu., Nov. 05, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $185.00
Webcast - Day Two

STARTFri., Nov. 06, 2020
9:00 AM
ENDFri., Nov. 06, 2020
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $185.00

About

Sponsored by:

Fiduciary Trust International


Reserve your seat for the Commonwealth’s finest Estate and Trust Law event!

27 years and still the best in the field!  Join us as we continue our tradition of bringing you cutting edge concepts, current trends, legal updates, first class reference manuals and top notch faculty. 

Although we are meeting virtually this year, attendees will still have the opportunity to learn from top estate planning professionals with information you can use now.

Natalie B. Choate, Esq. will present three sessions at the Institute.

  • Real Life Situations after SECURE
  • Case Studies in Estate Planning for Retirement Benefits
  • Charitable Giving with Retirement Benefits

Jere Doyle, Esq. will present two sessions at the Institute

  • Simple & Complex Trusts
  • Section 67(g) What Income Tax Deductions are Available to an Estate of Trust

Why you should attend

Build up your practice knowledge
Fire up your practice 
Boost your professional skills
Gain tips and insights to take back to the office
Invest in two intensive days and earn your credits for the year

This year will bring the Estate Law Institute to you virtually via webcast.

Day One - Thursday, November 5

  • Real Life Situations After Secure - Natalie Choate
  • Case Studies in Estate Planning for Retirement Benefits - Natalie Choate
  • Charitable Giving with Retirement Benefits - Natalie Choate
  • Inheritance Tax: Not Just the Basics - Vicky Trimmer
  • RUFADAA - Kim Fahrner and Eric Strauss
  • Obligations to Clients (Ethics) - Judge Lazarus, Judge Ott, Anne John, Stacey McConnell

Day Two - Friday, November 6

  • Recent Developments in PA Estate Law - Obidiah English, Jack Meck, Tom Work
  • Simple & Complex Trusts - Jere Doyle
  • Section 67(g) What Income Tax Deductions are Available to an Estate or Trust After the TCJA of 2017 - Jere Doyle
  • Safeguarding Estate Planning From Undue Influence (Ethics) - Amos Goodall
  • Declaratory Judgments in Orphans' Court - Jennifer Gayle, Adam Gusdorff
  • Income Tax Basis Planning: Modifying Existing Trusts - Peter Moshang

 

ProPass - Online does not apply to Institute programs delivered via webcast.

Practice Areas

Faculty

NameFirm/Company
Natalie B. Choate Esq. Nutter, McClennen & Fish, LLP
Jeremiah W. Doyle IV, Esq. BNY Mellon Private Wealth Management
Obadiah G. English Esq. Mannion Prior LLP
Linda Rhone Enion Esq. Fox Rothschild LLP (Pgh)
Karen A. Fahrner Esq. Heckscher Teillon Terrill & Sager PC
Jennifer D. Gayle Esq. Mannion Prior LLP
Henry A. Goodall Jr., Esq. Steinbacher Goodall & Yurchak PC (St College)
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Anne N. John Esq. John & John, Attorneys at Law
Terrance A. Kline Esq., LL.M. Law Office of Terrance A. Kline
Hon. Anne E. Lazarus Superior Court of Pennsylvania
Stacey Willits McConnell Esq. Lamb McErlane PC (West Chester)
John F. Meck Esq. Eckert Seamans (Pgh)
Peter E. Moshang Esq. Heckscher Teillon Terrill & Sager PC
Hon. Paula Francisco Ott Superior Court of Pennsylvania
Patti S. Spencer Esq. Spencer Law Firm LLC
Eric R. Strauss Esq. Worth Magee & Fisher PC
Nina B. Stryker Esq. Obermayer Rebmann Maxwell & Hippel LLP (Phila)
Bradley D. Terebelo Esq. Heckscher Teillon Terrill & Sager PC
Vicky Ann Trimmer Esq., CPA Daley Zucker Meilton & Miner LLC
C. Thomas Work Esq. Stevens & Lee (Reading)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
10921
©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.