Settling an Estate without a Will (Personal Financial Planning Conference)


CPE Credits



PICPA Member: $29 | Nonmember: $39

 More Information

Course No.

You will have up to 90 days after the date of purchase to complete the course and take the exam.


If you attended the Personal Financial Planning Conference on November 7, 2016, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Sit back and click play!

Hear Christopher M. Harvey, CPA, JD, LLM speak about the following:

  • What happens when someone dies without a will
  • Effects on financial planning
  • Legal consequences in different states


Christopher M. Harvey, CPA, JD, LL.M. (Taxation)
Managing Partner
Harvey Ballard & Bomstein, LLC

Christopher M. Harvey is a member in the law firm of Harvey Ballard & Bomstein, LLC,
where he heads up the estate planning and tax practice areas.

Mr. Harvey focuses in the legal transactions surrounding estate and tax planning.
Currently, he is an adjunct professor at Villanova University School ofLaw teaching
Federal Wealth Transfer Taxation, Income Taxation of Trusts and Estates, Estate
Planning II, Post-Mortem Estate Planning, and Decedents' Estates and Trusts. In addition,
he is a frequent lecturer throughout the country on these topics for accountants and
attorneys earning continuing professional and legal education credit.

Mr. Harvey earned his B.S. degree in accounting (cum laude) from the University of
Delaware, as well as his J.D. (magna cum laude) and LL.M. from the Villanova
University School of Law where he was associate editor of the Law Review. In addition
to being a Certified Public Accountant, he is admitted to the Pennsylvania and New
Jersey bars.

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