Estates and Trusts for the Non-Specialist

CLE Courses Available Online & iOS/Android App and with Live Webinars!

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About This Course

This CLE program will provide an overview of the steps necessary to conduct an estate administration in Pennsylvania. The program will include topics such as whether an estate should be probated or not, the various deadlines and filing requirements if the estate is probated and possible complications that may arise in concluding the estate and distributing the assets to the beneficiaries.

Also discussed will be an overview of the requirements for drafting an estate plan, which include a Last Will and Testament and Power of Attorney.

Topics Covered Include:

  • How to determine whether an estate should be probated or not
  • How to begin the estate administration process
  • Various deadlines and filing requirements
  • Precautionary steps that should be taken before distributing the assets
  • Drafting a Will in Pennsylvania (statutory requirements and basic planning)
  • Drafting a Pennsylvania Power of Attorney in 2015
  • Estate tax planning

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