Community education on Pennsylvania estate planning
Sean Quinlan, Esq. speaks to elder care facilities, funeral homes, civic groups, libraries, and professional organizations on wills, trusts, inheritance tax, and elder care planning. Presentations are tailored to the audience and delivered in plain English.
Audience-focused programs
Elder care facilities & senior centers
Help residents and families understand powers of attorney, Medicaid asset protection, and why old documents often fail at the bank.
- ▪Powers of attorney that banks will accept
- ▪Medicaid asset protection basics
- ▪Avoiding guardianship court
Funeral homes & grief professionals
Give families a practical orientation to probate, inheritance tax, and the documents they will need in the weeks after a death.
- ▪The first 90 days of probate in Pennsylvania
- ▪Inheritance tax return timeline and discount
- ▪What a will does and does not do
Civic groups, libraries & churches
Plain-English talks on wills, trusts, and estate planning for community audiences who want to understand their options.
- ▪Wills vs. living trusts in Pennsylvania
- ▪Inheritance tax reduction strategies
- ▪Digital asset planning
Professional & business groups
Continuing education for financial advisors, accountants, insurance professionals, and business owners on estate planning and succession.
- ▪Business succession and inheritance tax
- ▪Retirement account planning
- ▪Special needs and disability planning
Popular presentations
Custom topics are available on request. We can adapt length from 30 minutes to a full half-day workshop, and we provide printed handouts when helpful.
Request a workshop
Tell us about your audience, location, preferred topic, and date. We'll confirm availability and tailor the presentation.
Request a free consultation
Tell us a little about your situation. We respond within one business day — usually much sooner.