Montgomery Bar Association Continuing Legal Education
Think MBA for CLE
Great Upcoming CLE Events - Coming to the MBA
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PBI GC - Looking Under the Hood: Drafting Better Trusts to Accomplish Your Clients? Estate Planning Goals (#7335G)
| Date: |
Friday, July 20, 2012 |
| Time: |
9:00am to 1:15pm |
| Location: |
MBA CLE Room |
| Credit(s): |
4.0 Hours Substantive |
| Speaker(s): |
Jonathan H. Ellis, Esq., Plotnick & Ellis, P.C., Jenkintown; Edward L. (Ted) Perkins, Esq., Gibson & Perkins, PC, Media; Eric R. Strauss, Esq., Worth, Magee & Fisher, P.C., Allentown and Vicky Ann Trimmer, Esq., Persun & Heim, P.C., Mechanicsburg |
| Topic(s): |
Examine several basic types of trusts, what purpose they serve, and how to customize language so it will be specifically tailored to your client's estate planning goals. Look at both tax planning aspects of trusts, as well as non-tax related planning goals. The core provisions of several types of trusts will be discussed, including Special Needs Trusts, Marital Trusts, Revocable Trusts, Testamentary Trusts, Irrevocable Trusts, and more! |
| Registration: |
8:30 AM |
| Comments: |
Lunch not included. To register call 800-247-4724. Please note that if we have no registrations or very low registrations, we will cancel the program at the site 7-10 days prior to the scheduled date. You will receive an email or fax of the cancellation. |
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Register for this CLE at the PBI website
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