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  • Course Book

Estate Law Institute 2023

Available: In Stock
Price: $149.00
Item Code: 11863-BK


This course book attempts to capture the essence of the Estate Law Institute in words, pictures, graphics, and spirit. These course materials provide a comprehensive overview of the many sessions and topics that were presented and shared over the two-day CLE event. We hope you find this year’s topics to be just what you need for your practice – fundamental sessions, updates on new laws and procedures, engaging keynote presentations, and panel discussions that make you think and encourage you to keep pace with our everchanging world.

Summary of Contents:

  • Plenary – Pennsylvania Estate Law Update 
  • Flexible Beneficiary Trusts 
  • Preparing the Pennsylvania Inheritance Tax Return 
  • Electronic Wills: Past, Present (and Future?) 
  • New Developments in Insurance Funded Stock Redemption Agreements 
  • Non-Profits and the Charitable-Minded Client: When and How to Involve the Attorney General’s Office 
  • 411 on 911: POLST, Healthcare POAs, & Living Wills 
  • The Tale of the 4 Exemptions 
  • Is Your Estate Plan SECURE? Estate Planning with Retirement Assets Following the SECURE Act 1.0 and 2.0 
  • Scaife & the Fiduciary Exception to the Attorney-Client Privilege in Pennsylvania 
  • Proceed with Caution! The Complexities of Administering Charitable Trusts 
  • Planning for Special Needs Beneficiaries with Retirement Assets 
  • Navigating the Ethical Challenges in an Estate Planning Practice 
  • Who Owns What When – The Multiple Party Accounts Act 
  • Strategies to Maximize Social Security Benefits 
  • The War on Money Laundering: The Important and Growing Role of Lawyers 
  • Dividing Fiduciary Responsibilities: Delegation, Directed Trustees, and Advisors 
  • Estate Planning for Business Owners 
  • Fiduciary Income Taxes 
  • Inheritance Tax – Special Topics – Future Interest Compromises and FOBE 
  • Trust, Estates, and Cannabis: The Beginners’ Guide to Ridin’ Dirty 
  • NJ/DE Update 
  • Premarital Agreements in Estate Planning 
  • Financial POAs 
  • Advanced and Enhanced Gifting Strategies 
  • Corporate Transparency Act 
  • What You Might Not Know About Special Needs Trusts – A Comprehensive Guide 
  • Investing as a Fiduciary
Practice Areas
Published: 11/14/2023
Pages: 1415
Size: 8.5x11
©2023 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.