Estate Planning: Getting Started

Code: IM22007

Dates: April 11, 2023

Meets: 6:30 PM to 8:30 PM

Sessions: 1

Location: Lower Merion High School

Course Fee: $59.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

Discover why everyone should have a will. Who are fiduciaries and what do they do? Get an overview of estate administration, including state inheritance tax, taxable assets vs. probate assets, and federal estate and gift taxes. Recent changes to the law are explained.
Fee: $59.00
You could save $9.00 on this course by becoming a member of MLSN Membership

Lower Merion High School

315 E Montgomery Avenue
Ardmore, PA 19003
Click here to visit their site

Bass Chadwick

Bass joined the firm in the summer of 2021. He earned a bachelor’s degree from the University of Maine, a Juris Doctorate from Charleston School of Law, in Charleston, South Carolina, and is currently a candidate for his Master of Laws (L.L.M.) in Taxation at Georgetown Law. Bass is licensed to practice in Pennsylvania. A native of the State of Maine, Bass now lives in Wayne with his wife, Kate, their daughter, and his loyal companion Winston, an English Golden Retriever. Bass focuses his practice on trust and estate planning for individuals and families. He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, individual and fiduciary tax returns, asset protection, charitable giving, and premarital planning.