Program sponsored by

Ancestry ProGenealogists

ABA Section of Real Property, Trust and Estate Law

Skills Training for Estate Planners

This program will present a consolidated take on the ideal estate planning CLE program for both new and experienced lawyers. Young and transitioning lawyers new to the practice will receive an educational experience focused on the “how to” of estate planning. The outstanding faculty includes experts in all aspects of estate planning and will cover a wide range of topics.

What you will learn at the Skills Training for Estate Planners?

Basics of Estate Planning

August 11, 9-10 am

Estate and Gift Tax

Estate and Gift Tax, Part I
August 11, 10:15 – 11:45am

Estate and Gift Tax, Part II
August 11, 1 – 2:30 pm

Leader's Lunch

August 11, 12 – 12:45 pm

Planning for Probate Contests

August 11, 2:45 – 3:45 pm

Protective Proceedings and Representing Persons with Diminished Capacity

August 11, 4 – 5 pm

Basics of Estate and Trust Administration

August 12, 9 – 10 am

Individual and Fiduciary Income Tax

August 12, 10:15 – 11:15 am

Common Planning Techniques (e.g. ILITs, Grantor Trusts and gift/sales, GRATs, QPRTs)

August 12, 11:30 am – 12:30 pm

Young Leader's Lunch

August 12, 12:45 – 1:30 pm

Tax Considerations in Drafting Trusts

August 12, 1:45 – 2:45 pm

Testamentary Estate Planning: Marital and Credit Shelter Formulas

August 12, 3 – 4 pm

Ethics for Estate Planners

August 12, 4:15 – 5:15 pm


Sponsored by the American Bar Association Section of Real Property, Trust & Estate Law


“Outstanding resource for all who may want to learn or refresh their knowledge on estate planning. Knowledgeable and engaging presenters make this enjoyable and practical.”
– 2020 Participant

Brian M. Balduzzi, Esq

Tax LL.M., MBA, CFP®, Wilmington Trust, Philadelphia, Pennsylvania




CLE Credit

The ABA will seek 10.5 hours of CLE credit in 60-minute states, and 12.6 hours of CLE credit for this program in 50-minute states*. Including 1 hour of CLE specialty ethics credit in 60-minute states and 1.2 hours of CLE specialty ethics credit in 50-minute states as needed. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

*Florida Bar regulators have stated that attorneys will not receive Florida credit for any ABA program, even if they self-apply.

Scholarship Information

To apply for a financial scholarship, please complete this application. You will be contacted regarding your scholarship prior to the program date.