Estate Planning in Pennsylvania: From A to Z

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This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributio ns in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today! Explore the top types of wills and trusts used in the practice, and pick the right one for each client. Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure. Prevent POA abuse through wise choice of proxy and careful drafting. Help clients plan for medical decision-making and diminishing capacity. Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden. Spot common mistakes that will land you in hot water in joint representation of spouses. Show more