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In-Person CLE – Estate and Financial Planning in Business Succession Planning
In Person: Embassy Suites Hotel
Wed, December 10, 2025
4:00 PM - 5:00 PM ET
Presented by the Allegheny County Bar Association Probate and Trust Law Section
Estate and Financial Planning in Business Succession Planning
This program will provide an overview of the estate planning and financial planning aspects of business succession planning, including:
- Planning for incapacity
- Personal financial planning for owners
- Personal and business readiness planning
- Legacy planning
- Tax optimization
This program is free for a limited number of Probate and Trust Law Section members. Instead of paying a CLE registration fee, a donation to Attorneys Against Hunger is requested instead.
The ACBA Probate and Trust Law Section Holiday Party will immediately follow the CLE, courtesy of Fort Pitt Capital Group.
*This program is only being offered live in-person at the Embassy Suites Hotel.
*This program has been approved for 1 hour of Substantive CLE credit and also qualifies for 1.2 hours of credit under the West Virginia Rules for Mandatory Continuing Legal Education.
Last day to Pre-register: Monday, Dec. 8, 2025, 11:59 p.m.
Register by mail: Print and return the hard copy registration form available here.
*Please note: The Pa. CLE Board can take up to 45 days to post credits.
CLE and Events Registration Policy: Members and Non-members can register for ACBA programs online or by paper mail-in registration, up to two days prior to a program start date. Seating is limited, so pre-registration is strongly encouraged. Walk-ins will be accommodated as space permits. To secure your spot, payment must be made in advance due to limited registration capacity. You can do so online via credit card or by mailing in a check. If this ACBA CLE cannot be held in-person, it will be converted into a webinar and held on the same date and time. You will be notified via email if that change is made.
Printed materials are available for an additional fee upon request.
Interested in this program but have a conflict and can’t attend? The vast majority of our webinar CLEs programs are recorded and available for CLE credit online within 72 hours. Click here to see all available ACBA online CLEs.
Supreme Court of Pennsylvania Continuing Legal Education Board
Credit has been approved with the Supreme Court of Pennsylvania Continuing Legal Education Board for 1.00 Substantive credit.
West Virginia State Bar MCLE
Credit has been approved with the West Virginia State Bar MCLE for 1.20 General credits.
535 Smithfield Street
Pittsburgh, PA 15222
If cancelling your registration, you must notify the Allegheny County Bar Association by email CLEcancel@acba.org no later than 2 business days prior to the CLE course presentation date in order to receive a 100% refund; 1 business day or less, you will receive a full refund minus a $25 administrative fee.
The Allegheny County Bar Association welcomes the transferring of a CLE registration to a substitute course date and time. If you do not attend the CLE course and did not notify Allegheny County Bar Association in the appropriate advanced notice, you waive eligibility for a refund. Also, cancellation received after the day of the program will not be refunded.
The Allegheny County Bar Association reserves the right to modify or cancel a program if circumstances warrant. If the ACBA cancels a program, the cost of that program will be refunded.
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