Wilmington Trust Estate Planning Teleconference Series

Date: Tuesday, December 11, 2012
Time: 12:30 PM - 2:00 PM
Location: M&T Bank, 1330 South Atherton Street, State College
Speaker: Panel

 2012 Wilmington Trust Estate Planning Teleconference Series

Sponsored by the Cannon Financial Institute



The Wilmington Trust Estate Planning Teleconference Series, featuring nationally renowned estate planning attorneys, continues on Tuesday, December 11, 2012 at 12:30 p.m.  It is our pleasure to invite you to join us for this Wilmington Trust Complimentary “Lunch and Learn,” with CE credits available, including CLE and CPA/CPE.


This month’s seminar will present “Recent Developments in Estate Planning: Round 2.” The speakers will focus instruction on the expected post-election and federal law changes taking effect in 2013 and the latest fiduciary concerns relevant to today’s current issues and complexities in your estate planning practice. Register today!


With the presidential election and many other important elections in Washington and around the country behind us, and potentially fundamental changes in trust and estate law on the horizon, this teleconference will focus on a wide variety of critical and interesting issues such as the following:

·         Getting a handle on the changes in federal law taking effect in 2013

·         The most important cases, rulings, guidance, regulations and statutes issued over the past year

·         The practical implications of these developments on our practices


A luncheon will be hosted beginning at 12:30 p.m. in the boardroom at M & T Bank, 1330 South Atherton Street, State College.  The conference call commences promptly at 1:00 p.m. and continues until 2:00 p.m., followed by a half-hour Q&A session.


Please R.S.V.P. by Monday, December 3rd to Debra Spaid at 814-234-5187 or by e-mail at dspaid@mtb.com.  Seating is limited so we encourage you to make your reservation as early as possible.   If one of your colleagues is interested in attending, please extend this invitation to him or her. Also, please watch for new dates and estate planning teleconference offerings soon to be announced for 2013.


Thank you for your consideration and participation.  Should you have any questions, please do not hesitate to contact Dan Keane directly at 814‑234-5184 or his associate, Debra Spaid, at 814-234-5187.

See Upcoming Event Calendar