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Handling Estates and Inheritances (Conference on Pennsylvania Taxes)


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 Conference on Pennsylvania Taxes on July 29, 30, or Aug 1, 2019 this course would be considered a duplicate and cannot be used towards your CPE requirement.


Click play to earn CPE!

Hear from Jonathan Ellis on the following:

  • State inheritance tax update: Pennsylvania, New Jersey, and Florida
  • Review Spousal Lifetime Access Trusts (SLATS), Deceased Spousal Unused Exclusions (DSUE), Anti-Clawback Regulations, and a 706 Update
  • Federal and state taxation issues regarding trusts and estates
  • Review of the Kaestner case



Jonathan H. Ellis, JD, LLM
Plotnick & Ellis PC

Mr. Ellis is currently a Shareholder in the law firm of Plotnick & Ellis, PC, where his practice focuses primarily on estate planning, estate administration, elder law, and the representation of closely held businesses.

He has a B.S. in Accounting from Pennsylvania State University, J.D. from Widener University, and LL.M. (Taxation) from Temple University.  In addition, Mr. Ellis is Executive Editor and Co-author, along with Stephen Leimberg,, of Tools and Techniques of Estate Planning, 16th Edition, The National Underwriter Company, as well as a Co-Author of the 15th Edition. Also, Mr. Ellis is the author of the book "Drafting Wills and Trusts in Pennsylvania," 2010 Edition for PBI Press. Mr. Ellis is also a member of the Editorial Advisory Board for Tax Facts 2012 and 2013, The National Underwriter Company. In addition, he is the author of 30 articles for Pennsylvania Tax Service Insights (LexisNexis Matthew Bender). Finally, he is former member of the adjunct faculty at Villanova Law School where he taught family wealth planning.

Mr. Ellis frequently speaks to a variety of groups, including attorneys, accountants, and financial planners throughout Pennsylvania, New Jersey, Delaware, and Maryland. Mr. Ellis is also the course planner for the PBI courses "Drafting Wills and Trusts in Pennsylvania," "Wills v. Trusts: A Primer in the Right Tool for Your Clients," "Use of Trusts," and "Post-Mortem Estate PIanning," and a participant in a variety of additional courses for PBI. He is also an annual participant in Villanova University's annual tax conference, co­sponsored with the Internal Revenue Service.

He is a member of the Pennsylvania, New Jersey, and Florida Bars; the Montgomery County Bar Association; and the Philadelphia Estate Planning Council. Mr. Ellis is also a Fellow of the American College of Trust and Estate Counsel.


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