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Attorney Stephen Olsen is Featured Faculty Member on Estate Planning at Pennsylvania Bar Institute

Stephen Olsen

Stephen J. Olsen

Gawthrop Greenwood partner Stephen J. Olsen presented as a faculty member for the Pennsylvania Bar Institute‘s “Fundamentals of Estate Planning” program held June 24, 2020.

The Continuing Legal Education course provided 5 substantive credits and 1 ethics credit to colleagues in the legal profession, and the course was simulcast to multiple locations across Pennsylvania.

Olsen provided a framework of understanding of estate planning, including:

  • Key elements of a complete estate plan
  • Digital assets
  • How to get started on planning for death and incapacity
  • The terminology and default rules associated with inheritance
  • What constitutes your probate and non-probate estate
  • Why you might consider executing a will, durable power of attorney, health care power of attorney, living will and/or revocable trust
  • How your estate planning may change over time
  • Income tax consequences
  • Inconsistent beneficiary designations

On-Demand Video is available here, and a webcast replay is available August 21, 2020

For more information on Trust & Estate planning, or to book a workshop for your organization, click here.

Gawthrop Greenwood

Gawthrop Greenwood, PC has offices in West Chester, PA and Wilmington, DE serving clients throughout the greater mid-Atlantic region and nation. For more than a century, the firm has stood behind its core principle of providing high-quality legal services with personal attention. Gawthrop Greenwood’s diverse portfolio of clients comprises entrepreneurs, businesses, and governmental entities that entrust the firm with their representation in a wide range of matters including mergers and acquisitions, commercial litigation, estate and tax planning, land use and development, and domestic relations. A complete listing of the firm’s practice areas and attorneys, as well as a variety of legal resources, can be found at www.gawthrop.com.

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