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Plymouth Meeting
Collapse 19th Annual Estate & Elder Law Symposium (Philadelphia, Simulcasts, Live Webcast)

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 at each of our conference centers make it easy for you to choose the topics that interest you the most. You can also join us on the web or at any of our simulcast sites for a selected track of great topics.

 

Register today so you can

  • 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

 

Program Sponsor: PBA Real Property and Probate and Elder Law Sections

 

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Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: February 22, 2018
On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO 19th Annual Estate & Elder Law Symposium (Philadelphia, Simulcasts, Live Webcast)
    Collapse Binder on Evidence 2018 (Mechanicsburg, Simulcasts, Live Webcast)

    Included with your tuition – the newest edition of Binder on Pennsylvania Evidence (10th ed.)

     

    Learn from the best

    David F. Binder and Bret M. Binder provide crucial information and guidance that enables practitioners to confidently maneuver through the ever-evolving world of evidence.

     

    When, how and what???

    Discover step-by-step techniques on WHEN you should object to evidence, HOW you should object and to WHAT you should object.

     

    Get ready for the courtroom

    Want to know the best way to prepare your case correctly and excel in your evidential arguments, this is the seminar for you!

     

    Still on the fence?

    This course will present insightful and unique techniques for every attorney regardless of where you are in your career.

     

    10192-sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 05, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Binder on Evidence 2018 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Civil Litigation Update 2018 (Philadelphia, Simulcasts, Live Webcast)

    Enhance your practice with updates in key areas of civil litigation, fine tune your knowledge, and learn from leading practitioners.

     

    Analyze recent important decisions from the Pennsylvania state and federal courts and maximize your time with relevant updates, valuable practice tips and convenient locations.

     

    Topics to be covered:

    • Motor vehicle law
    • Products liability
    • Recent legislation
    • Ethical issues
    • Developments in PA civil procedure

     

    Program Sponsor: PBA Civil Litigation Section

     

    10241-cap/bh

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 15, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Civil Litigation Update 2018 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Communication Skills for Lawyers 2018 (Mechanicsburg, Simulcasts, Live Webcast)

    Power up your presentations

    Join us for a day-long, intensive, yet entertaining program. Using humor, archival footage of some of the great speakers of our time and a fast-paced approach, noted public speaker and media specialist Charlie Gerow will prepare attendees to make more powerful presentations or “meet the press.”

     

    Gain insights on persuasion

    • Understand the best ways to use your clients’ stories or your own expertise
    • Learn the fine points of more persuasive presentations
    • Discover how to best frame your message and deliver it with passion and confidence
    • Explore tips on dressing for success, handling nervousness and using humor
    • Study how body language and voice projection work

     

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



    10075-hdo/sy

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 07, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Communication Skills for Lawyers 2018 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Coordinating Medicare & Medicaid Benefits 2018 (Mechanicsburg, Simulcasts, Live Webcast)

    Obtain coverage without jeopardizing existing benefits

    Millions of Americans enrolled in Medicare are also eligible for additional health care assistance programs such as Medicaid. If you are a practitioner in elder law and estate planning, and you don’t understand the new changes under Pennsylvania’s Community HealthChoices (CHC), a mandatory managed care program for dually eligible individuals and individuals with physical disabilities, it could be detrimental to your clients who need to access health care and long term care.

     

    Maximize your clients’ benefits 

    Examine Pennsylvania’s new Medical Assistance
    managed health care system, the parts of “basic” Medicare, enhancements such as Medigap Supplemental Plans, Medicare Advantage, and the Medicare Part D prescription drug program. Identify how to maximize the effectiveness
    of all these programs to cover the costs of quality medical care and prescription medications—without jeopardizing existing benefits.

     

    Program Sponsor: PBA Elder Law Section

     

    10189-lm/bkt

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 14, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Coordinating Medicare & Medicaid Benefits 2018 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Debt Collection Trends in Litigation, Compliance and Enforcement (Philadelphia, Simulcasts, Live Webcast)

    Examine the scope and evolution of the Fair Debt Collection Practices Act (FDCPA)

    Join us for an in depth examination of the current status of the FDCPA including current trends in litigation, compliance and enforcement of the Federal Statute.

     

    Equip yourself to comply with state and federal laws

    Learn how attorneys, or anyone, who collect debts need to understand the FDCPA and Pennsylvania’s related law, the Fair Credit Extension Uniformity Act, and federal laws such as the Telephone Consumer Protection Act (TCPA) and the Fair Credit Reporting Act (FCRA).

     

    Explore the issues

    Discover how to avoid liability and recognize when your clients have been subjected to unfair collection practices in:

    • Bankruptcy
    • Credit reporting
    • Student loans
    • Payday loans
    • Repossessions
    • Telephone communications

     

    10188-lm/bkt

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 19, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Debt Collection Trends in Litigation, Compliance and Enforcement (Philadelphia, Simulcasts, Live Webcast)
    Collapse Elections and Disclaimers in Estates: Maximizing Benefits (Philadelphia, Simulcasts, Live Webcast)

    Learn how to effectively use disclaimers in your estate practice

    • Know the risks and benefits of disclaiming an interest and what the effects are
    • Explore special situations related to spousal disclaimers, disclaimers of jointly held property and disclaimers by fiduciaries

     

    Gain a better understanding of estate and inheritance tax elections

    • Stay up to date with the latest changes in state and federal tax law that could impact the administration of an estate
    • Get practical tips on how to avoid unwanted problems and adverse tax consequences for your client

     

    Choose the best strategies for using income tax and business elections

    • Get practical tips on post mortem planning 
    • Learn how to utilize the election under Section 645 and pick up ways to maximize fiduciary income tax elections

     

    Course Planners: Jennifer L. Rawson, Esq., Lisa A. Shearman, Esq.

     

    9937-ae

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 12, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Elections and Disclaimers in Estates: Maximizing Benefits (Philadelphia, Simulcasts, Live Webcast)
    Collapse Family Law 101 (Mechanicsburg, Simulcasts, Live Webcast)

    Receive practical step-by-step instruction on approaching domestic relations practice

    You will receive practice pointers from seasoned practitioners and learn the questions to ask and when you should ask them. Forms will be discussed as well as tips to effectively represent your client.

     

    Topics to be covered:

    • Pre-nuptial agreements
    • Divorce
    • Support
    • Custody
    • Equitable distributions
    • Interim relief
    • Appeals

     

    Program Sponsor: PBA Family Law Section

     

    9952-cap/bh

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 13, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Family Law 101 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Finance for Lawyers 2018 (Philadelphia, Simulcasts, Live Webcast)

    Be ready when you’re called on to provide counsel
    on financial matters

    Possessing a modest understanding of key elements of finance is important in assisting your clients with their problems and in meeting their objectives and goals. The more you understand, the better you’re able to counsel clients with confidence, and use your financial understanding to their advantage during negotiations or litigation.

     

    Topics will include:

    • Foundations of Modern Accounting and the Basic Equation of Finance
    • Accounting Methodologies and Principles
    • Who’s Who in Financial Reporting
    • Private Company Accounting
    • Key Numbers and Ratios
    • Present Value Concepts and Business Valuations
    • The Lawyer’s Role in Financial Audits
    • Basic Concepts of Financial Investment
    • Financial Fraud Schemes

     

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



    10074-hdo/sy

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 21, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Finance for Lawyers 2018 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Handling the Workers

    JOIN PBI FOR AN EYE-OPENING DAY OF INSTRUCTION!

    Are you new to the practice? Experienced but interested in “refreshing” your skills? Dabbling in comp practice but hoping to do more? Our “boot camp” seminar takes you step-by-step through a simulated case, so that you know exactly what to expect and how to prepare for your first (or 100th!) workers’ comp case.

     

    LEARN FROM EXAMPLE AS YOU WATCH A CASE UNFOLD

    Relax in your seat and watch a typical comp case proceed from claim to negotiation to compromise and release. After each skit, the panel gathers for a lively exchange as the actions in the preceding skit are analyzed and evaluated.

     

    ESTABLISH AND REVITALIZE YOUR PRACTICE AS YOU LEARN:

    • How to conduct client conferences, depositions, and hearings
    • How to use investigative services and the Internet to make or break a case
    • What criteria a judge will use to decide a questionable case
    • All about comp forms and filings—what’s required when, and where to file

     

    MAKE THE BOOK YOUR PREFERRED DESK MATE!

    • The law and procedure 
    • Rules and regulations 
    • Internet sources 
    • A “jargon” glossary 
    • Sample documents!

     

     

    • 8:25 - 8:35
      • Welcome & Announcements 
    • 8:35 - 8:50
      • Introduction to Workers’ Compensation Law 
    • 8:50 - 9:45
      • Initial Presentation of Claim 
    • 9:45 - 10:00
      • Break 
    • 10:00 - 11:45
      • Litigation 
    • 11:45 - 12:30
      • Lunch 
    • 12:30 - 12:45
      • Argument 
    • 12:45 - 1:30
      • The Ruling and Appeal Process 
    • 1:30 - 1:50
      • Other Petitions that Can Be Filed Subsequent to the Acceptance of the Claim or the Granting of a Claim Petition 
    • 1:50 - 2:05
      • Break 
    • 2:05 - 3:10
      • Filing and Litigation of a Modification Petition/Attempts to Limit Exposure 
    • 3:10 - 3:25
      • Negotiation between Parties to Settle or Mediate 
    • 3:25 - 3:30
      • Compromise & Release 
    • 3:30 - 3:45
      • Questions & Answers 

     

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

     


    10038-cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 20, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Handling the Workers
    Collapse Powers of Appointment: A Useful Estate Planning Tool (Philadelphia, Simulcasts, Live Webcast)

    One of the most valuable, but also most underutilized, estate planning tools is the power of appointment. They allow the holder to appoint property held in Trust to a specified group of individuals or organizations. Powers of appointment can add a great deal of flexibility to an estate plan. However, in the case of any power of appointment, the creation and manner of exercise is critical.

     

    You will learn about:

    • The recent addition of Chapter 76 to the Probate, Estate & Fiduciaries Code
    • The advantages and disadvantages of powers of appointment
    • General powers and special/limited powers of appointment
    • The practical uses of a power of appointment
    • Proper exercise of a power of appointment

     

    10144-cap/bh

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 08, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Powers of Appointment: A Useful Estate Planning Tool (Philadelphia, Simulcasts, Live Webcast)
    Collapse Responding to Allegations of Sexual Misconduct (Philadelphia, Simulcasts, Live Webcast)

    Are you prepared?

    Federal and Pennsylvania Law has changed significantly in recent years, increasing legal exposure for employers, educators and health care providers.

     

    Join us for this half-day program and get the practical information you need:

    • How to conduct investigations into allegations of sexual misconduct
    • Address concerns about confidentiality, for both the complainant and respondent/accused
    • How to appropriately interact with law enforcement
    • Discuss training programs and best practices for employers

     

    Get up to speed on the most recent developments

    • Become familiar with Pennsylvania’s statutory landscape concerning background checks and mandatory reporting
    • Get the latest updates on the interpretations of Title IX and how federal law applies to educational institutions that receive federal funding
    • Understand federal and state legal exposures to employers for improperly addressing allegations of sexual misconduct

     

    10186-ae

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 22, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Responding to Allegations of Sexual Misconduct (Philadelphia, Simulcasts, Live Webcast)
    Collapse Restrictive Covenants and Trade Secrets (Philadelphia, Simulcasts, Live Webcast)

    Today’s workforce is more mobile than ever. And technology makes your clients’ proprietary information more accessible and easier to copy and take than before. Sooner or later, a key employee will move to a competitor, placing your client’s confidential information and customer relationship at risk. In this program, you will learn about the basic legal principles and most recent Pennsylvania case law on restrictive covenant agreements.

     

    Attend this program to:

    • Find out the requirements for making a restrictive covenant enforceable
    • Get the latest on Pennsylvania’s case law
    • Pick up practical tips for drafting restrictive covenants
    • Learn effective strategies for defending against restrictive covenant cases
    • Understand how to use computer forensics when an employee leaves and you suspect foul play

     

    Program Sponsor: PBA Labor and Employment Law Section

     

    10174-clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: January 24, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Restrictive Covenants and Trade Secrets (Philadelphia, Simulcasts, Live Webcast)
    Collapse Steven Stark on Writing and Speaking to Win (Philadelphia, Simulcasts, Live Webcast)

    Steven D. Stark
    http://www.starkwriting.com/

     

     

    WRITING TO WIN

    Do you know what your writings are really saying to your clients and peers? Understanding the law is one thing, but knowing how to communicate it in a meaningful way is another. Being unclear in communication can cause costly errors and disastrous effects in the cases you handle.

     

    SPEAKING TO WIN

    Be your best in the courtroom, boardroom and classroom. Whether you are called upon to give legislative testimony, a presentation to clients, or comments to the press, you'll come to understand what makes a great speaker effective, and discover how to use those techniques yourself.

     

    • 9:00 - 9:05
      • Welcome and Introduction

     

    Writing to Win

    • 9:05 - 9:45
      • The Do’s and Don’ts of Legal Prose
    • 9:45 - 10:30
      • How to Write and Edit More Efficiently
    • 10:30 - 10:45
      • Break
    • 10:45 - 11:30
      • How to Apply Storytelling to Your Writing
    • 11:30 - 12:15
      • How Studying Advertisements Can Help Your Arguments
    • 12:15 - 12:45
      • Lunch

     

    Speaking to Win

    • 12:45 - 1:30
      • The Five Key Ingredients of Oral Legal Prose
      • Conveying the Message Right as a Lawyer
      • Enhancing the Message and Getting Started
    • 1:30 - 2:15
      • Delivery, Voice and Appearance
      • Visual Aids, Humor and Dealing with Nerves
    • 2:15 - 2:30
      • Break
    • 2:30 - 3:15
      • Oral Argument before a Judge
      • Technical Talks and Presentations to Legal Audiences
      • Handling Questions
    • 3:15 - 4:00
      • Appearances on Television or Before the Press
      • What to Say When You or Your Client Is in Trouble
      • How to Deal with a Hostile or Indifferent Audience

     

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

     


    9854-cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 19, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Steven Stark on Writing and Speaking to Win (Philadelphia, Simulcasts, Live Webcast)
    Collapse Student Loans: What You Need To Know (Mechanicsburg, Simulcasts, Live Webcast)

    Understand more about the student loan process

    Hear from a representative of PHEAA (Pennsylvania Higher Education Assistance Agency) and get a better understanding of the sources, intricacies and payment terms of various types of student loans.

     

    Learn bankruptcy and non-bankruptcy options for student loan debt

    • Explore the options for refinancing and consolidation
    • Examine when the “income-based repayment” criteria apply
    • Understand when student loans may be forgiven or deferred
    • Know the difference between federal and private lenders
    • Look at the complexity of getting student loans discharged in bankruptcy

     

    Leave with knowledge you can use

    Learn the ins and outs of the systems and what is and isn’t possible with respect to student loans. Hear the perspectives of a bankruptcy judge and consumer and creditor counsel and leave with a much better grasp of when consolidation, forgiveness, discharge and/or restructuring is and isn’t possible.

     

    10257-lm/da

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 26, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Student Loans: What You Need To Know (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse The Strategic Mediator (Philadelphia, Simulcasts, Live Webcast)

    Featuring Nina Meierding, one of PBI’s most popular speakers with insights and strategies for making the most of mediation

     

    Using real-world examples, stories from her 4,000+ mediations, social science research and personal insights, Nina Meierding will teach you how to refine your mediation techniques and refresh your practice with new approaches and strategies. Discover how to treat each mediation as unique and not to default to habitual techniques or moves. Nina will explain how to assess the conflict, adjust to the parties and remain thoughtful and flexible throughout the process. She will prompt you to think more purposefully about the choices you make in your practice.

     

    Take away practical tips on how to:

    • Choose between facilitative and evaluative mediation
    • Convene the mediation process
    • Work effectively with attorneys
    • Achieve a durable agreement
    • Break deadlocks

     

    10106-clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 28, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO The Strategic Mediator (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Strategic Negotiator (Philadelphia, Simulcasts, Live Webcast)

    Taught by Nina Meierding, one of the top-rated negotiation speakers in the country

     

    Negotiation expert Nina Meierding returns by popular demand to teach the secrets of strategic negotiation. The strategic negotiator has the flexibility to shift between competitive and cooperative approaches depending on the circumstances of the case. Nina will focus on practical strategies to create durable settlements, including understanding the value of timing and customized moves in competitive negotiations, the importance of the opening offer (and how it is made) and specific techniques to avoid impasse (and move through it when it happens).

     

    Nina Meierding will teach you:

    • How to maximize your negotiation skills
    • How to develop vital listening and tactical questioning skills
    • How to use competitive and collaborative negotiation techniques to your advantage
    • How to recognize and respond to common negotiation tactics
    • How to break deadlocks and revive stalled negotiations
    • How to create durable agreements

     

    10105-clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 27, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO The Strategic Negotiator (Philadelphia, Simulcasts, Live Webcast)
    Collapse What

    Sequel to PBI’s popular course “Who’s on First? Lien Priority in Pennsylvania”

     

    Learn the finer points of divesting liens

    Using case scenarios to frame the issues, our experienced panel will lead you through the finer points of divesting liens and clarifying lien priority issues. To understand the more complicated issues related to liens and how to solve them, join us for this seminar.

     

    Be sure your legal advice is accurate

    When your clients are grappling with properties encumbered by multiple liens, bankruptcies, and foreclosures, you need
    to understand:

    • Mortgage foreclosures
    • Confessed judgments
    • Sheriff sales
    • Mechanics lien problems
    • Tax lien claims
    • And a host of lien priority questions

     

    Program Sponsor: PBA Real Property, Probate & Trust Law Section

     

    10187-lm/bkt

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 06, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO What