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Pennsylvania lawyers can
to 4 of the required 12 annual CLE credits by distance learning,
(online CLE, podcasts, or call-in CLE). Distance learning credits can
NOT be carried forward into your next compliance period.
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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.