PA Specific

Trusts, Estates & Probate

4.76

Pennsylvania Trusts Guide

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 53 minutes
Eric Ladley
Joanne Parise
Tye Cressman
Kathryn Crary
With Eric Ladley from Montco Elder Law, LLP + 3 others
Recorded April 28, 2026.
Product ID 101731

Buy This Course

Course Includes
$389

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Explore the Building Blocks of Estate Plans

This practical introduction to trusts will help you build a better understanding of how they're chosen, created, and used. Break down the different types of trusts, the trust language used in drafting and case law, key tax planning and reporting issues, and essential trust administration tasks. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Register today!

  • Master essential trust principles.
  • Explore top trusts currently in practice: their unique features, requirements, and uses.
  • Identify key revocable trust mistakes and get guidance for preventing problems.
  • Explore tax saving tactics tailored to unique client needs.
  • Get suggestions for the use of specific language in trusts.
  • Clarify the requirements for the formation of a special needs trust.
  • Come away with practical examples and trust language needed to put your new knowledge to use right away.

Abbreviated Agenda

  1. Introduction to Trusts: Main Terms, Concepts, Parties
  2. Revocable Living Trusts
  3. Irrevocable Trusts: Essential Uses and Key Provisions
  4. Taxation and Tax Consequences of Trusts
  5. Trust Administration Basics
  6. Other Unique Trust Structures of Note
  7. Special Needs Trusts (SNTs) Structures and Uses (With Sample Trust Language)
  8. Legal Ethics of the Trusts Practice

Related Topics

Product ID 101731

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Introduction to Trusts: Main Terms, Concepts, Parties

    1. Main Terms and Concepts Defined
    2. State and Federal Laws Governing the Creation and Administration of Trusts
    3. State and Local Tax and Property Laws Affecting Trust Drafting
    4. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    5. Clarifying Reasons for Drafting a Trust
    6. Deciding Which Type of Trust to Use
    7. Top Trust Uses for Non-Taxable Estates

  2. Revocable Living Trusts

    1. Testamentary vs. Revocable Trusts (and Pourover Wills)
    2. Drafting Tips and Samples
    3. Common Mistakes to Avoid
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Tax Consequences and Planning
    6. When a Revocable Trust Becomes Irrevocable

  3. Irrevocable Trusts: Essential Uses and Key Provisions

    1. Unique Features of Irrevocable Trusts
    2. Trust Language Review
    3. Types of Irrevocable Trusts and Their Uses

  4. Taxation and Tax Consequences of Trusts

    1. State and Federal Tax Laws Update
    2. Tax Reporting: Accounting vs. Distributable vs. Taxable Income
    3. Fiduciary Tax Returns
    4. Tax Basis in the Assets
    5. Tax Consequences of Trustee Investment, Distributions, and Other Activity
    6. Trusts Used for Tax Reduction
    7. Marital Trusts After ATRA and TCJA
    8. Grantor Trusts and Grantor Trust Status Toggling
    9. Trusts in Estate Administration

  5. Trust Administration Basics

    1. Trust Funding and Trust Assets Management
    2. Laws Governing the Administration of Trusts
    3. Administration Expenses and Trustee Compensation
    4. Distributions and Accountings
    5. Trust Modification, Decanting, and Constructive Trusts
    6. Common Disputes

  6. Other Unique Trust Structures of Note

    1. Charitable Trusts
    2. IRA Trusts After the SECURE Act
    3. Generation-Skipping/Dynasty Trusts
    4. Medicaid Qualifying Income-Only Trusts (Miller Trusts)
    5. Pet Trusts
    6. Cabin Trusts
    7. Irrevocable Life Insurance Trusts
    8. NFA Gun Trusts
    9. Incomplete Non-Grantor Trusts

  7. Special Needs Trusts (SNTs) Structures and Uses (With Sample Trust Language)

    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Protecting Benefits Eligibility
    4. Drafting Tips and Sample Trust Provisions
    5. Maximizing Allowable Expenses

  8. Legal Ethics of the Trusts Practice

    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing the Client's Capacity
    4. Avoiding Fraudulent Transfers

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Speakers

Eric Ladley
Eric
Ladley
Montco Elder Law, LLP
Joanne L Parise
Joanne L.
Parise
Williams, Coulson, Johnson, Lloyd, Parker
Tye J Cressman
Tye J.
Cressman
Loviscky & Cressman
Kathryn Crary
Kathryn
Crary
Gadsden Schneider & Woodward LLP
Speaker bio
Eric Ladley

Eric Ladley

Montco Elder Law, LLP
Eric Ladley

, CELA, is an attorney with Montco Elder Law, LLP, where he focuses his practice in the areas of estate planning, long-term care planning, estate administration, and guardianships. He is certified as an elder law attorney by the National Elder Law Foundation. Mr. Ladley is also accredited by the Veterans Administration to represent veterans, and can prepare, present and prosecute claims before the department. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys and Lycoming Law Association. Mr. Ladley earned his B.A. degree from George Washington University and his J.D. degree from Penn State Dickinson School of Law.

View full profile
Speaker bio
Joanne L Parise

Joanne L. Parise

Williams, Coulson, Johnson, Lloyd, Parker
Joanne Parise

is an attorney at Williams, Coulson, Johnson, Lloyd, Parker. She has experience representing clients in estate planning, Orphans' Court litigation, business, and real estate matters as well as civil litigation matters involving commercial disputes, real estate, and various torts. Ms. Parise is active in the Allegheny County Bar Association Young Lawyers Division. Through the Young Lawyers Division, she serves as a coordinator of the Wills for Heroes program in Allegheny County which provides basic estate planning services to first responders and military veterans free of charge. Ms. Parise also served on the Young Lawyers Division Council and as a co-chair of the Young Lawyers Division Diversity Committee and completed the Bar Leadership Initiative program. She earned her B.A. degree from Point Park University and her J.D. degree, summa cum laude, from Duquesne University School of Law.

View full profile
Speaker bio
Tye J Cressman

Tye J. Cressman

Loviscky & Cressman
Tye Cressman

is an attorney at Loviscky & Cressman. He is a certified elder law attorney (CELA), focusing on the areas of elder law, estate planning, Medicaid planning, and estate administration. Mr. Cressman was certified as an elder law attorney by the National Elder Law Foundation (NELF). He is accredited to practice before the Board of Veterans' Appeals in the representation of Veterans and Veterans' claims. Mr. Cressman is a member of the Pennsylvania Bar Association (Trusts and Estates Section), Pennsylvania Association of Elder Law Attorneys (PAELA), National Association of Elder Law Attorneys (NAELA), and Crawford County Bar Association. He earned his undergraduate degree from Pennsylvania State University and his J.D. degree from The Dickinson School of Law.

View full profile
Speaker bio
Kathryn Crary

Kathryn Crary

Gadsden Schneider & Woodward LLP
Kathryn Crary

is of counsel with Gadsden Schneider & Woodward LLP. Her practice focuses on sophisticated estate planning for high net worth individuals, charitable planning, estate and trust administration, and Orphans' Court litigation, including guardianships. Ms. Crary has significant experience in the creation and management of nonprofit organizations. She is a member of the Philadelphia (Probate and Trust Law Section), Pennsylvania and American bar associations. Ms. Crary is a regular presenter on the topics of estate planning, and the taxation of estates and trusts. She earned her A.B. degree, with distinction, from Cornell University; and her J.D. degree, magna cum laude, and LL.M. degree in taxation from Temple University Beasley School of Law.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us