Course Description

This seminar explores recent changes in the practice of trust law and retirement plan beneficiaries, including some COVID-19 related issues.  Topics include:

  • Remote notarization
  • Remote executions by principal
  • Digital Assets
  • Special needs trusts
  • Long term care concerns
  • SECURE Act changes

This course includes video recorded from a Zoom presentation for the Lycoming Law Association

Course Deadline Notice:

Axom Education will no longer be offering online CLE courses after the December 31st, 2022 compliance deadline.  Any courses purchased from October 15th, 2022 through December 31st, 2022 must be completed by January 10th, 2023 to receive CLE credit.

CLE Credit:

1.0 PA Substantive CLE

This course contains approximately 60 minutes of content, all of which is required for course completion.  

Your certificate of completion will be issued automatically after all elements of the course have been viewed/completed.  Credits will be reported to the CLE Board within 30 days of your completion of the course and your completion date will be reported as the day on which you actually finished the course.

Minimum System Requirements:

This course includes downloads of PDF documents (Portable Document Format) and streaming video. Viewing the documents will require Adobe Acrobat Reader or other PDF viewing software.  Adobe Acrobat Reader is available for free from the Adobe website.

The video player will run on Mac OS, Windows and Linux as well as most mobile devices and tablets on any browser that supports Adobe Flash and/or HTML5.  Supported browsers include Chrome, Safari, Firefox, Internet Explorer 9,10,11, and Microsoft Edge.  Internet Explorer 8 is not supported on Windows XP for security reasons, but is supported on Windows 7 or higher operating systems.

An internet connection with a minimum speed of 768 kilobits per second is required.  At least 5MB/sec is recommended to stream video in full HD quality.  Please note that the video player may downgrade the quality of the video to accommodate lower connection speeds.

Course Presenter

  • Jenna Franks, Esq.

    Steinbacher, Goodall & Yurchak

    Jenna Franks, Esq.

    Jenna L. Franks is an Attorney at Steinbacher, Goodall & Yurchak licensed to practice law in Pennsylvania and Florida. Jenna graduated from Penn State in 2009 with a Bachelor of Arts degree in Crime, Law and Justice, and with a minor in History. After graduating from Penn State, Jenna moved to Florida and attended law school at Nova Southeastern University where she graduated cum laude. During law school, Jenna was a member of the Steven R. Booher American Inns of Court, Broward County Bar Association, Florida Bar Young Lawyers Division, and the National Transactional LawMeet competition.

    Jenna worked as a paralegal at a Social Security and veterans’ disability law firm throughout law school. She also clerked for firms concentrating in litigation. In June 2017, Jenna joined Steinbacher, Goodall & Yurchak and moved back to Pennsylvania to be with family. Her focus is primarily on estate planning, long-term care planning, and guardianships.

    Jenna resides in Bellwood, PA, with her husband, Josh, and their daughter, Ava. In her free time, Jenna loves spending time with her family. She also enjoys swimming, running, kayaking, board games, puzzles, and reading.

Course curriculum

  • 1
    Course Content
    • How to Navigate This Course
    • Trust and Retirement Course Materials
    • Trust and Retirement Part One
    • Trust and Retirement Part Two
    • Course Evaluation (Required)