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Avoid Common Estate Planning Blunders

Discuss common oversights, gaffes and errors encountered by estate planners…and learn what to do to avoid them! From problems related to naming a trust as a beneficiary in an IRA, planning for death, but not incapacity and other novel technologies, you will receive practical tips so you don’t find yourself caught in an unexpected planning trap.


Compare Trust Laws

Evaluate Pennsylvania’s trust laws against those of neighboring states such as Delaware and Ohio to determine how an estate plan could be affected due to relocation or other measures.


Examine Taxes, Ethics and Other Planning Concepts

Analyze estate planning in the current interest rate environment. Consider the ethical implications every estate planner must recognize. Discuss cross border planning issues when working with international clients.


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


Related Products

  • Course Book (2017-9722) — $69
  • Podcast with credit — $279
  • Podcast no credit — FREE
  • On-demand video with credit — $279
  • On-demand video no credit — FREE

If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.



Product Information
Product Date:
April 27, 2017
Publication Time:
9:00 am - 4:15 pm
Estate Planning: Beyond the Basics (Pittsburgh)
Speaker Information
Charles B. Hadad, Esq.   [ view bio ]
Alison T. Smith, Esq.   [ view bio ]
Matthew C. Sperry, Esq.   [ view bio ]
Richard R. Tarantine, Esq.   [ view bio ]
Melissa Moran Taylor, Esq.   [ view bio ]
Tracy L. Zihmer, Esq.   [ view bio ]
Individual topic purchase: Selected
Pennsylvania CLE
Substantive Credits: 5.00
Ethics Credits: 1.00
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  • Attend In-Person
    • PBI Professional Development Conference Center Heinz 57 Center 339 Sixth Ave., 7th Fl. Pittsburgh PA 15222
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