Estate Planning: Getting Started

Code: IM22003

Dates: October 17, 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
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Carol Livingood

Carol Ryan Livingood, Esq., Timoney Knox Carol joined Timoney Knox as a Partner in 2022 in the Wills, Trusts and Estates Department. She focuses her practice on all aspects of estate planning and estate administration. Carol previously was the managing partner of Davis Bennett Spiess & Livingood – a firm which had been serving individuals, families and businesses on Philadelphia’s Main Line since 1930. Along with the support of Timoney Knox, Carol continues to bring large firm services with a focus on building long-standing relationships and innovative legal solutions to the community of Wayne. Carol has represented clients in all aspects of estate and tax planning and estate administration for over two decades. Her clients include individuals and families with small to extremely sizable estates who appreciate her keen eye in trying to preserve their wealth for their intended beneficiaries while minimizing the tax liabilities. A graduate of Brown University, Carol received her law degree from Widener University School of Law. After law school, she was awarded an Estate Planning Certificate from Temple University James E. Beasley School of Law. Prior to being in private practice, she served for seven years as a Deputy Attorney General in the Pennsylvania Office of Attorney General’s Charitable Trusts and Organizations Section. Carol is admitted to the Pennsylvania Bar and is a member of the Delaware County Bar Association and the Delaware County Estate Planning Council. Carol has been named to the Pennsylvania Super Lawyers list in Estate & Probate Law since 2022. Each year no more than 2.5% of the lawyers in the state are selected by Super Lawyers to receive this Honor. Carol grew up in Wayne and is a graduate of the Academy of Notre Dame, where she formerly served as a member of the Board of Trustees.