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Estates and Trusts for the Non-Specialist

SKU: EST2600
Total Credits
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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

Lecturer Bios

John W. Ament, Esq.

John is a member of the Estate Planning and Estate Administration, Real Estate, and Business Planning groups at Feldstein Grinberg Lang & McKee. In this capacity, he helps clients plan or administer their estates, advises clients on all aspects of real estate transactions, and leans on his real-world corporate experiences to provide clients with insight on corporate structure and planning matters.

A summa cum laude graduate of Indiana University of Pennsylvania with a Bachelor of Science in Operations Management, John began his career working at Respironics (now Philips/Respironics) in its International Logistics Department, and prior to starting at the firm worked in management within Del Monte Foods’ Integrated Business Planning Department.

While working full-time, John graduated from Duquesne University’s joint evening JD/MBA program and served as a senior staff member on Duquesne’s Business Law Journal. John worked as a sole-practitioner in the Murrysville area, for two years prior to joining the firm.

John is a member of the Allegheny County Bar Association and the Pennsylvania Bar Association, and is admitted to practice before the Pennsylvania state courts and the federal courts in the Western District of Pennsylvania.

Edwin W. Russell, Esq.

Edwin's practice focuses on estate and trust planning, administration and related litigation matters as well as counseling clients on taxation matters. Over the past ten years Edwin has represented executors of estates ranging up to multimillion dollar estates. He represented both fiduciaries and beneficiaries of estates and trusts involved in related litigation matters. Edwin regularly prepares sophisticated estate plans for clients designed to minimize Federal Estate and Gift Taxes while focusing on the client's wealth transfer and business succession goals. He also represents clients involved in tax controversy matters with the Pennsylvania Department of Revenue and the Internal Revenue Service.

Edwin accepted a nomination to the Allegheny County Bar Association Probate and Trust Law Section Council, is a member of the Bar Association's Taxation Section as well as the Estate Planning Council of Pittsburgh.

Edwin received his Bachelor of Science in Business Administration and his Juris Doctorate from Duquesne University. Edwin earned a LLM in Taxation from the University of Alabama School of Law.

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