• Webcast

Estate Law Institute 2022

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Registration Options

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Remote - Live Day One Webcast

STARTTue., Nov. 29, 2022
8:55 AM
ENDTue., Nov. 29, 2022
4:20 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Remote - Live Day Two Webcast

STARTWed., Nov. 30, 2022
8:55 AM
ENDWed., Nov. 30, 2022
4:20 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00


Join us for The 29th Annual Estate Law Institute as we continue our tradition of bringing you cutting-edge concepts, current trends, legal updates, first class reference manuals and top-notch faculty.

Two Full Days Covering a Spectrum of Key Subjects!

We will also have other important topics, including:
•       Estate Law Update
•       Elder Law Update
Pennsylvania Estate Law Update
State and Federal Fiduciary Income Tax
Subchapter K Partnership Taxation 
Issues of Contested Jurisdiction
Ethics – When should you fire the client? 
In Terrorem Clauses 
Foreign Assets and Beneficiaries
Ethics – Representing Clients in Tax Matters
•       And More!

14 CPA Continuing Education Credits 

All attendees will receive the course book as a digital download. Course materials are not available for separate purchase but a printed copy is available 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


Jerald D. August Esq. Fox Rothschild LLP (Phila)
Natalie B. Choate Esq. Nutter, McClennen & Fish, LLP
Jeremiah W. Doyle IV, Esq. BNY Mellon Wealth Management
Obadiah G. English Esq. Mannion Prior LLP
Linda Rhone Enion Esq. Fox Rothschild LLP (Pgh)
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Terrance A. Kline Esq., LL.M. Law Office of Terrance A. Kline
Patti S. Spencer Esq. Spencer Law Firm LLC
Akane R. Suzuki Esq. Perkins Coie LLP (Seattle)
Bradley D. Terebelo Esq. Heckscher Teillon Terrill & Sager PC
Vicky Ann Trimmer Esq., CPA Daley Zucker LLC
C. Thomas Work Esq. Stevens & Lee (Reading)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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