We all know that we need a will and powers of attorney, but successful wealth planning today requires a broader and more nuanced approach to legacy planning to ensure family success. This course begins with a philosophical context for successful inter-generational planning and then expands to a technical discussion of disposition, tax optimization, elder law, and communication strategy. Participants will leave with a foundational skill set that allows them to diagnose and design a plan for legacy planning targeted toward multi-generational success.

Course dates are March 24, 25, and 26.

Instructor: Tye J. Cressman, Esq., CELA, is a graduate of Penn State (B.A., English, 2005; B.A., Journalism, 2005) and a graduate of the Penn State Dickinson School of Law (J.D., 2008). He is a practicing attorney in the areas of estate planning and elder law at Loviscky & Cressman in State College. He is a board-certified elder law attorney (2014) and has published books and peer-reviewed legal articles on estate planning and elder law during his career. Tye is a frequent teacher and lecturer for the Pennsylvania Bar Institute regarding estate planning.