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Emporium
Collapse 18th Annual Estate & Elder Law Symposium (Emporium)

Take advantage of “the Best of” two of PBI’s most popular Institutes

In this one-day Symposium we feature some of the most popular sessions from our annual Estate Law Institute and Elder Law Institute. Whether you have a general practice or you concentrate in estate law, elder law or both, you’ll find this course offers just what you need. You’ll pick up important practice tips and the latest developments. Break-out sessions make it easy for you to choose the topics that interest you the most.

 

Register today so you can

  • Take advantage of “the BEST of” two of PBI’s most popular Institutes
  • Learn the latest developments in estate and elder law
  • Customize your program – you choose the topics that matter most to you
  • Get an excellent course manual full of updated, practical resource material
  • Enjoy networking with your colleagues during our continental breakfast, lunch and refreshment breaks

 

Learn from our top flight faculty

A great faculty makes for sessions rich in content. Our presenters at each of the three locations are skilled local practitioners who will share their experiences, give you practice tips, and open your eyes to new ideas. They will guide you through the many tricky questions that arise in estate and elder law practice so that you can be confident about the advice you are giving and the documents you are drafting. With changes taking place on both a state and federal level, you’ll be ready!

 

PBI is pleased to cosponsor this program with the PBA Elder Law Section and Real Property, Probate and Trust Law Section
 


 

Course Materials

  • Course Book (2017-9618) — $69
To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
 
If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
 

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9618

Formats Available: Video Replay
Original Product Date: March 15, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 5.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO 18th Annual Estate & Elder Law Symposium (Emporium)
    Collapse Dragonetti and Litigation Torts (Emporium)

    Avoid the specter of sanctions

    Dragonetti and other litigation torts are an omnipresence haunting every practice. Avoid liability and learn to use litigation torts to your advantage by strengthening your knowledge of key elements, burdens, testimony and potential damages.

     

    Review the full spectrum of causes of action

    • Wrongful or malicious use of civil proceedings
    • Abuse of process
    • Malicious prosecution
    • Common law-based claims

     

    Understand how each phase of trial affects you

    • The scope and waiver of attorney-client privilege
    • Burdens of proof against each party to the action
    • Requirements and usage of expert testimony
    • Erie issues
    • Sanctions and damages
    • Nuances of litigation
    • The pervasive threat of litigation claims in other actions

     

    Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.
     


     

    Course Planner: David P. Heim, Esq.

     

    Course Materials

    • Course Book (2016-9607) — $29
    To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
     
    If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
     

    cap/bh

    9607

    Formats Available: Video Replay
    Original Product Date: March 08, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 2.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Dragonetti and Litigation Torts (Emporium)
    Collapse From File to Trial: 8 Keys to Success in Court & Beyond (Emporium)

    Master cutting-edge persuasion tools and techniques

    Judge Drummond was a successful trial lawyer for two decades and has spent the last decade doing one thing – presiding over jury and bench trials. Combining his own experience with his jury surveys, he brings you persuasion techniques that you can use from the day the case comes into your office to verdict.

     

    Make a good first impression with opposing counsel, the judge and the jury

    Making a good first impression is persuasion. Equip yourself with a checklist for jury selection, opening statements, direct examination, cross examination and closing arguments. Discover the top ten things a judge wants during a trial.

     

    Acknowledge the hierarchy of attention in the courtroom

    People pay attention to everything that happens in a courtroom, but unless the judge remembers it back in chambers or the jury remembers it in the deliberation room it cannot be effective.

     

    Understand the power of the Trial Notebook

    The Trial Notebook is the most ignored but most powerful tool for all phases of the case.

     

    Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.

     

    PBI is pleased to cosponsor this program with the PBA Civil Litigation Section
     


     

    Related Products

    One copy of the course materials is included in your registration. These materials are not available for separate purchase.

     

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    9743

    Formats Available: Video Replay
    Original Product Date: March 22, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 5.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO From File to Trial: 8 Keys to Success in Court & Beyond (Emporium)
    Collapse How to Close an Estate: Court Accountings and Family Agreements (Emporium)

    Learn the Basics about How to Close an Estate in Pennsylvania

    PBI’s seasoned practitioners will teach you essential procedures for closing an estate in this basic-to-intermediate level program. Understand the advantages and disadvantages to the methods used to close an estate, and gain the practical advice you won’t find reading the Probate, Estates and Fiduciaries Code, or the Orphans’ Court Rules. 

     

    Examine Each Step of a Formal Court Accounting and the Audit Process

    • Learn the statutory requirements for filing an account
    • Understand the nuances involved in providing proper notice to an accounting
    • Know what forms to use and when
    • Understand how to handle objections to the accounting, and walk through the audit process

     

    Get the Nitty Gritty on Family Settlement Agreements and Receipts and Releases

    • Understand what elements are required in a family settlement agreement
    • Avoid common mistakes when drafting a family settlement agreement
    • Review sample agreements and discuss enforceability issues

     

    Explore How the Recent Changes to the Orphans’ Court Rules Will Impact Closing an Estate

    On September 1, 2016, various changes to Pennsylvania’s Orphans’ Court Rules take effect.  Faculty will highlight these relevant changes for you, particularly as they relate to the filing and auditing of accounts.

     


     

    Course Planners: William R. Blumer, Esq., Thomas A. Boulden, Esq., Thomas J. Dempsey, Esq.

     

    Course Materials

    • Course Book (2016-9029) — $49
    • Audio CD (ACD-9029) — $39
    • Audio CD & Book Set (ACDS-9029) — $79
    To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
     
    If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
     

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    9029

    Formats Available: Video Replay
    Original Product Date: December 07, 2016
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO How to Close an Estate: Court Accountings and Family Agreements (Emporium)
    Collapse Litigating the Employment Discrimination Case (Emporium)

    Establish effective investigation techniques

    • Watch vignettes designed to refine your issue spotting skills.
    • Hear from practitioners on both sides regarding what they are looking for in an effective investigation.
    • Learn how common pitfalls in handling investigations play out in litigation. 

     

    Learn strategies for handling the charge process

    • Choosing the agency
    • Navigating the intake process
    • Defending the charge

     

    Take away practice pointers for navigating trial

    Hear from practitioners on both sides in a
    fast-paced, interactive format, regarding:

    • Pleadings
    • Goals for discovery
    • New federal rules on proportionality
    • Developing themes for trial
    • Experts
    • Order of witnesses

     

    PBI is pleased to cosponsor this program with the PBA Labor and Employment Law Section
     


     

    Course Planners: Richard R. Harris, Esq., Martha J. Keon, Esq.

     

    Related Products

    • Course Book (2017-9769) — $69
    • Podcast with credit — $249
    • Podcast no credit — FREE
    • On-demand video with credit — $249
    • On-demand video no credit — FREE

    If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.

     

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    9769

    Formats Available: Video Replay
    Original Product Date: April 05, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Litigating the Employment Discrimination Case (Emporium)
    Collapse Quiet Title Actions in Western PA (Emporium)

    Get an overview of the law of quiet title or ejectment

    Quiet Title Actions are brought when title to real property is ambiguous. The boundaries are not clear; sellers of a house that has been passed down for generations find out they have no deed or legal title to the house — no one bothered to change the records; fraudulent conveyance of a deed by forged deed or coercion has occurred.
    The process is very detailed and not well known
    to most attorneys filing these actions.

     

    Topics to be covered

    • Review the typical types of problems
    • Learn what you need to know and do when taking one of these cases
    • Know which court has jurisdiction
    • Learn the procedure
    • Ancillary Issues

    This course has been approved for 3 CE credits for Title Insurance agents.
     


     

    Course Planner: Bradley S. Dornish, Esq.

     

    Related Products

    • Course Book (2016-9637) — $69
    • Podcast with credit — $249
    • Podcast no credit — FREE
    • On-demand video with credit — $249
    • On-demand video no credit — FREE

    If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.

     

    jg

    9637

    Formats Available: Video Replay
    Original Product Date: March 29, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Quiet Title Actions in Western PA (Emporium)