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Estate Planning & Administration
Video Replay
Video Replay
Fundamentals of Estate Administration
6 Total CLE credits (No Ethics)
Product №:7937V
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  Item Description | Credit Information | Tuition | Faculty | Dates & Locations
Item Description Back to top
Learn the steps to take, the pitfalls to avoid and the tactical decisions to make which save your clients taxes, time and expense
This program will guide the inexperienced practitioner through each stage of estate administration

Emphasis is placed on tips from practicing attorneys on problem areas
Learn how to properly prepare documents, address potential conflicts between the fiduciary and beneficiaries and your role as attorney for the estate

Get up to speed, whether you are new to the practice or rejoining the field, this is the program for you
The faculty will provide insight into what is required through the estate administration process

Receive insightful tips on
  • Probate process and non-probate issues
  • Tax considerations
  • Debts and claims
  • Closing the estate

PBI is pleased to cosponsor this program with the PBA Real Property, Probate & Trust Law Section

Course Planner: Nina B. Stryker, Esq.

Course Materials
  • Course Book (2013-7937) $69
  • Audio CD (ACD-7937) $39
  • Audio CD & Book Set (ACDS-7937) $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.


Credit Information Back to top
6 Total CLE credits (No Ethics)

Dates & Locations Back to top
Please note: Check-in begins 30 minutes prior to every event.
LocationStart TimeEnd Time 
  • PBI Professional Development Conference Center
    Heinz 57 Center, 339 Sixth Ave., 7th Floor, Pittsburgh, PA
Tue, 9:00A
Sep 16, 2014
Tue, 5:00P
Sep 16, 2014

TuitionBack to top
  • Members--PA or any co. bar assn.
  • Member admitted after 1/1/10
  • Nonmember

Faculty Back to top
Nina B. Stryker, Esq., Author, Obermayer Rebmann Maxwell & Hippel LLP, Philadelphia
Charles Bender, Esq., Fox Rothschild, LLP, Warrington
L. Christian DeDiana, Esq., CELA, L. Christian DeDiana, Attorney at Law, Greensburg
Samuel J. Goncz, Esq., Cohen & Grigsby, P.C., Pittsburgh
H. Amos Goodall, Jr., Esq., CELA, Goodall & Yurchak, P.C., State College
Susan Mondik Key, Esq., Peacock, Keller & Ecker, LLP, Washington
Erin J. Miller, Esq., CELA, The Elder Law Firm of Robert Clofine, York
Jennifer L. Rawson, Esq., Eckert Seamans Cherin & Mellott LLC, Pittsburgh
Lisa A. Shearman, Esq., Hamburg, Rubin, Mullin, Maxwell & Lupin, P.C., Lansdale
Olivia H. Stoner, Esq, Stoner Law Offices, Philadelphia
Eric R. Strauss, Esq., Worth, Magee & Fisher, P.C., Allentown
Kirby G. Upright, LLM, CPA, Esq., King Spry Herman Freund & Faul LLC, Bethlehem
M. Howard  Vigderman, Esq., Montgomery McCracken Walker & Rhoads, LLP, Philadelphia
Jack F. Wolf, Esq., Wolf, Baldwin & Associates, P.C., Pottstown
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