CLE - VIDEO ENCORE: Executing Estate Plng Docs in a Pandemic

CLE - VIDEO ENCORE: Executing Estate Plng Docs in a Pandemic
10:00 AM - 11:00 AM - Login link and materials will be provided electronically the morning of the program. 1 SUB credit



ATTEND via WEBCAST

VIDEO ENCORE: Executing Estate Planning Documents in a Pandemic: What you Need to Know


On April 2, 2020, in light of current events and the pandemic in the Commonwealth of Pennsylvania, the Pennsylvania Department of State issued an Administrative Order allowing Remote Notarization of some documents used in estate planning in Pennsylvania. Attend this video-encore program to learn how this Order affects current practice. 

Panelists will address the following:
(1) The traditional protections and controls afforded to testamentary documents to ensure reliability
(2) The effect of modern technology upon document execution
(3) Recent legislative initiatives related to remote notarization
(4) The current Administrative Order, its advantages and its limitations

Hear answers to questions that help provide the guidance needed to properly advocate for your clients.

Moderator:
Scott S. Small, Esq.
Senior Vice President
Wells Fargo Private Bank
Philadelphia

 
Panelists:
Ross E. Bruch, Esq.
Vice President, Private Wealth Management
Brown Brothers Harriman & Co.
Philadelphia

Jennifer L. Zegel, Esq.
Partner, Business and Finance Department
Kleinbard, LLC
Philadelphia
 

NON-MEMBERS - IMPORTANT REGISTRATION CODES:  FOR CLE CREDIT OPTIONS ONLY

WEBCAST Registrants
1. Non-Member Government Attorney or Judicial Non-Member, please enter PROMO Code GVNMWC1 in the Checkout Cart 
2. Non-Member Legal Services/Public Interest Attorney, please enter PROMO Code LSPINMWC1 in the Checkout Cart 
3. Non-Member Court Reporter or Non-Member Paralegal, please enter PROMO Code CRPLNMWC1 in the Checkout Cart


Registration amount and category will be verified prior to credits being reported!
When
7/8/2020 10:00 AM - 11:00 AM
Where
Philadelphia Bar Association Via WEBCAST PA UNITED STATES
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