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Examine each step of the estate planning process

Discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution.


Draft an appropriate estate plan to suit your client’s needs

From determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will impact the end product, creating an appropriate estate plan is filled with many intricacies. Attend this seminar to sort through the complexities involved in the process to create the best plan for your client.


Avoid hidden pitfalls

Failing to consider income tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust are just a few of the common pitfalls that can cause the best laid plans to go awry. Don’t let your clients fall into these traps. This program will examine familiar estate planning blunders and help you to spot them before trouble arises.



Course Planners: Alison T. Smith, Esq., Anthony C. Weiss, Esq.


Course Materials

  • Course Book (2016-9188) — $69
  • Audio CD (ACD-9188) — $39
  • Audio CD & Book Set (ACDS-9188) — $99
To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.


Product Information
Date Presented:
March 08, 2016 9:00 AM Eastern
7 hours, 30 minutes
Registration Fee:
Part One (Running Time 3:08)
Speaker Information
Jennifer L. Damelio, Esq.
Stephen J. Olsen, Esq.   [ view bio ]
Melissa B. Paszamant, Esq.
Alison T. Smith, Esq.   [ view bio ]
Anthony C. Weiss, Esq.   [ view bio ]
J. William Widing, III, Esq.
John Yocum
Part Two (Running Time 3:25)
Individual topic purchase: Selected
Pennsylvania CLE
Substantive Credits: 5.00
Ethics Credits: 1.00
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  • Attend In-Person
    • The CLE Conference Center Wanamaker Bldg., 10th FL, Ste. 1010 Juniper Street Entrance Philadelphia PA 19107
  • Simulcast
    • Bar Association of Lehigh County 1114 Walnut Street Allentown PA 18102
    • Beaver County Bar Association 788 Turnpike Street Beaver PA 15009
    • Community Foundation of the Endless Mountains 270 Lake Avenue Montrose PA 18801
    • Franklin County Bar Association 100 Lincoln Way East Suite E Chambersburg PA 17201
    • Lebanon County Bar Association 547 South Tenth St. Lebanon PA 17042
    • Mansfield University Alumni Hall 317 20 Straughn Dr. Mansfield PA 16933
    • Montgomery Bar Association 100 W. Airy Street Norristown PA 19404
    • PBI Conference Center 5080 Ritter Road Mechanicsburg PA 17055
    • Penn State Cooperative Ext. of Lawrence Co. Lawrence County Courthouse 430 Court Street New Castle PA 16101
    • University of Pittsburgh-Johnstown Living/Learning Center 450 Schoolhouse Road Johnstown PA 15904
    • Wayne County Bar Association 922 Church Street 2nd Floor Honesdale PA 18431
    • Westmoreland I.U. 7 102 Equity Dr. Greensburg PA 15601
    • York County Bar Center 137 E. Market Street York PA 17401
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