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Pennsylvania Estate Planning and Probate CLE Courses

Understanding Asset Protection Tools and Planning
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Presented by: Douglas Lodmell
PA: 1
Description
A thorough understanding of asset protection methods is a key component of estate and business planning. In this program, Douglass Lodmell presents the tools and information you need to educate your clients in this complex area of law.
Best Practices for Professional Genealogy in a Legal Setting
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Presented by: Laurie Hermance-Moore
PA: 1
Description
This CLE course provides attorneys with essential insights into the specialized role of a credentialed forensic genealogist in legal proceedings involving probate, real estate, and mineral rights.
Offshore vs. Domestic Asset Protection: What You Need to Know
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Presented by: Blake Harris
PA: 1
Description
This course explores the complex world of offshore trusts and international banking, focusing on asset protection and wealth preservation strategies used by high-net-worth individuals.
Offshore VS Domestic Asset Protection
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Presented by: Blake Harris
PA: 1
Description
In this course, we delve into the intricate realm of asset protection, comparing and contrasting domestic and international strategies.
The SECURE Act: The Impact on IRAs and Estate Planning
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Presented by: Len Garza
PA: 1
Description
This program will dive into the key provisions of the SECURE Act and give viewers tips on how these changes affect business, estate, and retirement planning considerations for clients.
The Good, Bad, and Ugly of Internal Investigations
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Presented by: C. Evan Stewart
PA: 1 Ethics
Description
This program will examine the good reasons to proceed with an internal investigation, as well as the risks to corporate clients and ethical challenges attorneys may face while handling work in this area.