Family Involvement in Estate Planning: Three Key Elements

Date: Wednesday, May 15, 2019
Time: 4:30pm - 6:30pm
Location: Foxdale Village, State College



What are some of the most important elements planners might consider when thinking about engaging family members in planning?

A team of panelists will focus on three areas:

1. When to involve children in the estate planning process and when to share financial information;

2. Power of Attorney preparation and implementation;

3. Postmortem communication of something outside of the scope of the estate planning documents (such as the rationale behind how assets are to be distributed and what considerations the decedent would like the beneficiaries to keep in mind as they determine how to use their inheritance).

Panel members:

  •     Sophie Penney, President, i5 Fundraising
  •     Bob McMinn, EVP & General Counsel, Kish Bank
  •     Andrew Naugle, Administrator, Centre Crest

Wednesday, May 15 from 4:30pm - 6:30pm

  •     Program from 4:30pm - 5:30pm
  •     Networking Reception from 5:30pm - 6:30pm

Foxdale Village
500 E. Marylyn Ave.
State College, PA 16801

Members of CREPC attend at no cost.  Guests may purchase tickets at the door for $20.

1 CLE credit will be available thanks to the Centre County Bar Association. CCBA members can attend this program free of charge.

Please RSVP to Larry Mroz, CREPC Treasurer, at


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