Covid-19

Live ECBA Lunch-n-Learn Seminar: Estates & Trusts 101 - Basic Estate Planning

ECBA Seminars
Tuesday, August 30, 2022
12:00 pm - 1:30 pm

TIME

Registration: 11:45 a.m.
Seminar: 12:00 - 1:30 p.m.

COST

$70 - ECBA Members (Judges & Attorneys) and their Paraprofessional Staff
$90 - Non-members

This course has been approved for 1.5 hours Substantive CLE credit

SEMINAR

In a panel discussion format, attendees will learn about different issues that commonly arise in connection with estate planning and the panel’s suggestions and practices for addressing such issues. Emphasis will be placed on fundamentals as distinguished from more sophisticated forms of planning and procedures. This seminar will be especially suited to recent admittees, and those experienced practitioners who are considering adding estate planning to their practice.

SPEAKERS

  • Atty. Jeffrey D. Scibetta’s (moderator) practice involves complex estate planning and administration, business planning, succession planning, tax planning, elder care planning, and real estate. He is a licensed title insurance agent in the Commonwealth of Pennsylvania. He was licensed as a Certified Public Accountant in Pennsylvania and the District of Columbia and previously worked in the Tax Department of the Washington, D.C. office of Deloitte & Touche. He also served as a Judicial Clerk to the late Arnold Raum of the United States Tax Court.
  • Atty. Denise C. Pekelnicky focuses her practice on Estate Administration, Estate Planning, Family Law, Criminal Law, Business Law and Formation, and Real Estate. She is a member of the PBA and the ECBA. She attended Case Western Reserve University Law School, Cleveland, Ohio graduating with honors and the Order of the Coif and Penn State Erie – The Behrend College
    with a degree in Business Economics and a minor in management.
  • Atty. John J. Shimek, III (Jay) is a partner in the law firm of Sterrett Mott Breski & Shimek.  He received a Bachelor’s Degree in Economics and English from Boston College, a Master’s Degree in English from Gannon University, and his JD from the University of Pittsburgh School of Law at the age of 37. The majority of his practice is in Estate Planning and Estate Administration. He also practices in the area of Real Estate Law, and is a Pennsylvania licensed title insurance agent. From 2002 to 2004, he served as District Justice in the City of Erie’s Fourth Ward.
  • Atty. Grant M. Yochim holds a bachelor’s degree in Telecommunications from Penn State University and a Juris Doctor degree from the Cleveland-Marshall School of Law in Cleveland, Ohio, where he was the recipient of the Pro-Bono Award in 2008. Grant is licensed to practice in both Ohio and Pennsylvania. Grant has been awarded the status of a Certified Elder Law Attorney from the National Elderlaw Foundation upon passing the CELA Exam in the summer of 2019.

Reservations due to the ECBA office by Tuesday, August 23, 2022. 

Registration Cost: See registration form for details