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to 4 of the required 12 annual CLE credits by distance learning,
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This program examines the strategic considerations in designing an estate plan for your client and when the use of trusts should be considered. The faculty discusses hypothetical estate planning situations to highlight the purposes served by various types of trusts, both for estates subject to federal estate tax and for smaller estates with goals other than tax savings.
Important Notice Affecting Many of PBIs Online Ethics Courses (Revised November 2013)
(5 Pages, 29 KB)
"Very, very good seminar" (Hermitage, PA)
"This 3 hour 45 minute CLE from March 2011, "USING TRUSTS AS BUILDING BLOCKS IN YOUR CLIENT'S ESTATE PLAN" was interesting, informative, and helpfu. Everyone on the panel was knowledgeable. They made these rather complicated trust "mechanisms" understandable; each panel member contributed to a well-balanced, flowing, and most importantly, instructional, presentation. Mr. Jonathan Ellis, Esquire, who led the panel, is a teacher of the highest order. Mr. Ellis is authoritative, a thoughtful and thought provoking TEACHER, and an attorney who the Pennsylvania Bar Institute and all Pennsylvania attorneys can respect and "TRUST." Lastly, the company that provided me computer technical help made it possible to enjoy this on my computer at home.
" (Philadelphia, PA)
"Excellent panel." (Jeffersonville, PA)
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