[NOTICE about CLE Credits]: This course is 6 hours long and accredited for 6 hours of CLE. BUT For practical purposes, in Pennsylvania you will only be able to use 4 of those 6 credits. In Pennsylvania only 4 hours of distance education can be used toward your annual 12 credits, and distance education credits cannot be carried forward.]
Effective estate planning can be a challenging task. From determining your client’s estate planning goals to sifting through taxation issues to understanding how the various aspects of your client’s life will effect the end product, creating an appropriate estate plan is filled with many intricacies that those unfamiliar with the process may find overwhelming. This seminar will provide you with the opportunity to examine each important step of the estate planning process and discover how it all comes together as well as avoid the pitfalls that lurk along the way.
TOPICS COVERED:
Gathering Data
Non-Tax Issues in Estate Planning
Tax Considerations
Pennsylvania Inheritance Tax
Life Insurance
Estate Planning Considerations During Your Client’s Lifetime
Ethical Concerns for Estate Planners
Credit Information
6.0 Total CLE credits, 1.0 of which may be applied toward Ethics
Faculty
Alison T. Smith, Esq., PNC Bank, National Association, Pittsburgh
Anthony Weiss, JD, CPA, LL.M., PNC Wealth Management, Wayne
Paul Amand, Vice President & Trust Advisor, PNC Wealth Management, Wayne
