Sponsored by the Estates and Trusts Section of the Delaware State Bar Association 

6.0 Hours of CLE credit for Delaware and Pennsylvania Attorneys

This seminar will be held in Wilmington at the DSBA Conference Center and broadcasted to Georgetown (Tunnell & Raysor, P.A.) and Dover (Morris James). As this will be a live broadcast, this seminar offers live ethics credits only. Join us at either facility: 

DSBA- 405 North King Street, Suite 100, Wilmington, DE 19801

Dover- Morris James- 850 New Burton Rd Suite 101, Dover, DE 19904

Georgetown- Tunnell & Raysor, P.A., 30 East Pine Street, Georgetown, Delaware 19947

Thank you to Tunnell & Raysor, P.A and Morris James for hosting our downstate attorneys! 

This course is one of the seven Fundamentals courses which new bar members must take to comply with their Continuing Legal Education Commission requirements. Attendees will learn from experienced practitioners about the basics of estate planning and estate administration. This engaging and interactive program is designed to equip those new to the practice area with the tools needed to succeed and is full of practical tips. You will even get to see a case study to demonstrate the sorts of things you will need to know to practice in this area. Program Highlights: Overview of Estate Planning; Overview of Estate Administration; Basics of Will Drafting; Practice and Procedure Before the Register of Wills.

Moderator:

Scott E. Swenson, Esquire
Connolly Gallagher LLP

9:00am-10:15am
Overview of Estate Planning

An in-depth look of what a new estate planner should know in the form of a case study.

Scott E. Swenson, Esquire
Connolly Gallagher LLP

Barbara Snapp Danberg, Esquire
Baird Mandalas Brockstedt Federico & Cardea, LLC

10:15am-10:30am
Break

10:30am-12:00pm
Basics of Will Drafting

In continuation of the case study, this panel will explain the import and significance of various provisions of the will.

Beth Gansen Knight, Esquire
Richards, Layton & Finger, P.A. 

Matthew P. D’Emilio, Esquire
McCollom D’Emilio Smith Uebler LLC

12:00pm-12:45pm
Lunch (On your own)

12:45pm- 4:15pm
Overview of Estate Administration

A high-level take on the concepts you should know and tips to bear in mind when administering estates in Delaware.

Practice and Procedure Before the Register of Wills

This panel will walk you through the probate process and explain the what, when, and how of the necessary steps.

P. Kristen Bennett, Esquire
Gawthrop Greenwood, PC

Lisa L. Coggins, Esquire
Woloshin, Lynch & Associates, P.A. 

Alex J. Mili, Esquire
New Castle County Register of Wills Office 

James J. Gallagher, Esquire
Morris James LLP

* advertised price is for the standard member rate.

OUT OF STATE CLE CREDIT INFO

Those attendees who wish to receive CLE credit, other than from Delaware or Pennsylvania, should contact their individual State’s CLE Commission for credit. The Delaware State Bar Association can provide you with the Agenda (included in the Materials sent with your registration confirmation) and a Certificate of Attendance (upon completion of the webinar), which should meet the requirements of compliance.

All rates include CLE Seminar and any materials. To register now or review DSBA CLE Policies, click below.