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Plymouth Meeting
Collapse Advising the Closely Held or Family Owned Business (Philadelphia, Simulcasts, Live Webcast)

LEARN STRATEGIES TO PREVENT THE MOST DANGEROUS AND DIFFICULT EMPLOYMENT LAW COMPLIANCE PROBLEMS

  • Help your clients design and implement procedures to prevent ADA and FMLA issues
  • Understand exempt/non-exempt/independent contractor classification requirements and risks
  • Understand the new overtime and “off the clock” issues
  • Learn how to minimize employment compliance risks through documentation strategies

 

PROTECTING YOUR CLIENT’S “SECRET SAUCE”

  • What every lawyer needs to know, and advise their clients, about hacking and cybersecurity
  • Computer and technical strategies to protect customer lists, manufacturing processes, business plans and other proprietary information, from disclosure by employees and other insiders

 

EXPLORE HOW YOUR CLIENT CAN MINIMIZE COMMERCIAL LITIGATION RISKS

  • Understand key contracting strategies for both sellers and buyers of goods and services, such as:
    • Contract drafting and structure strategies
    • Liability and damage limitations
    • Breach of contract and collection issues
    • Litigation versus arbitration/mediation
  • Winning the “he said/she said” battles
  • Minimizing email risks

 

SUCCESSION PLANNING CONSIDERATIONS 

  • How listening to your client can help you to devise an optimal succession plan
  • Overview of legal, business and tax considerations
  • How family dynamics can impact the development and implementation of succession plans 

 



Course Planners: William E. Lestitian, CPA, Esq., Michael G. Trachtman, Esq.

 

Related Products

  • Course Book (2017-9565) — $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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Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: April 25, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Advising the Closely Held or Family Owned Business (Philadelphia, Simulcasts, Live Webcast)
    Collapse An Attorney

    Streamline Your Practice; Save Money

    A paperless office is more efficient and can save your law firm money. From hardware to software, you will learn what it takes to develop a "paper-less" office and discover what you need to do to save yourself time and provide better results for your clients.

     

    Paper Reduction is Easy!

    Receive practical tips to make the transition to paper reduction simple:

    • Learn how to set up your practice
    • Discuss scanners, document and case management software
    • Use electronic documents
    • Keep information confidential in the cloud

     

     

    Adobe Acrobat—Learn the Ins and Outs of this Key Software 

    Adobe Acrobat is a key component to managing a paperless office. Discover what this software can do to flex your administrative ability: 

    • Effectively reduce file sizes 
    • Make scanned text editable and searchable 
    • Convert e-mails and web pages to PDF documents 
    • Add comments 
    • Reproduce records 
    • Add form fields 
    • Combine files into portfolios 
    • Signatures and security 
    • Utilize Bates numbering 
    • Redact or search text for redactions 
    • Expand e-discovery, litigation tools and more!

     

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

     


     

    Course Planner: Daniel J. Siegel, Esq.

     

    Related Products

    • Course Book (2017-9731) — $69
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 25, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO An Attorney
    Collapse Metadata Risks: Scrubbing, Mining, Redacting, Tracking Locations & Protecting Client Information (Philadelphia, Simulcasts, Live Webcast)

    Learn what you need to know to protect yourself and your clients when dealing with: 

    • PDF Conversions 
    • Redaction 
    • eDiscovery 
    • Mobile computing issues 
    • Social media

     

    More importantly, learn what you DON’T know that can expose you to liability

    Follow along with our expert faculty as they go through a document, step by step, and remove confidential information . Avoid making critical mistakes by leaving confidential information in Word documents, spreadsheets, PowerPoint presentations and PDF files. 

     

    Register today and learn how to protect yourself!

     

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

     


     

    Course Planners: David Hall, Esq.

     

    Related Products

    • Course Book (2017-9760) — $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.

     

    sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 24, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Metadata Risks: Scrubbing, Mining, Redacting, Tracking Locations & Protecting Client Information (Philadelphia, Simulcasts, Live Webcast)
    Collapse Privacy, Confidentiality and Disclosure of Mental Health Information in Pennsylvania (Philadelphia, Simulcast, Live Webcast)

    Hear everything you need to know about mental health information

    • The Right to Privacy
    • Professional Standards
    • HIPAA
    • PA Mental Health Laws
    • Social Media Considerations
    • Act 147
    • Duty to Warn
    • Act 112
    • Subpoenas, Court Orders and Privilege
    • EHR Incentives
    • Breach Notifications
    • Health Care Reform
    • And more!

     

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


     

    Related Products

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

    • Podcast with credit — $299
    • Podcast no credit — FREE
    • On-demand video with credit — $299
    • 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.

     

    sbi
    9759

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 27, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Privacy, Confidentiality and Disclosure of Mental Health Information in Pennsylvania (Philadelphia, Simulcast, Live Webcast)
    Collapse School Law (Philadelphia, Simulcasts, Live Webcast)

    The education landscape is changing rapidly in Pennsylvania and across the nation — from the federal Every Student Succeeds Act to Pennsylvania’s new truancy laws to the new administration’s focus on privatization and choice. Learn about new laws, case law developments, what’s on the horizon, and ways that school districts, parents and advocates can work together to improve educational opportunities for all students.

     

    • 9:00 - 9:05
      • Introduction/Overview
    • 9:05 - 10:00
      • New Laws You Need to Know
        New requirements under the federal Every Student Succeeds Act and effective implementation of Pennsylvania’s new Truancy Law
    • 10:00 - 10:55
      • School Funding & the Privatization Movement
        Recent developments regarding basic and special education funding in Pennsylvania, what’s on the horizon, the growth of EITC initiatives and the privatization movement
    • 10:55 - 11:10
      • Break
    • 11:10 - 12:05
      • Protecting Our Children From Bullying & Discrimination and Improving School Climate
        Overview of federal and state laws protecting children from bullying, discrimination and harassment, outline the obligations of school districts, and discuss ways to engage parents and support students to stay in school
    • 12:05 - 1:00
      • Special Student Populations: Case Law & Legal Updates
        Recent case law and statutory developments regarding the rights of English language learners, children with disabilities, and youth in the juvenile justice system
    • 1:00 - 1:15
      • Q&A

     

    Course Planner: Maura McInerney, Esq.

     

    Related Products

    • Course Book (2017-9633) — $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.

     

    ml/aj

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO School Law (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Intersection of Estates and Civil Litigation (Philadelphia, Simulcasts, Live Webcast)

    Understand What Happens in Existing Litigation When a Litigant Dies

    • How does the litigation continue?
    • Does an estate need to be opened?
    • Do parties need to be substituted?

     

    Explore Wrongful Death and Survival Actions and the Subsequent Consequences on a Decedent’s Estate

    • Ensure your familiarity with these causes of actions and what is encompassed by each: proper parties, statute of limitations, etc.
    • Delve into the allocation of proceeds between Wrongful Death and Survival Action claims
    • Review inheritance tax implications and discuss issues related to valuation of proceeds from survival actions

     

    Analyze Tax Issues Associated with the Receipt of Litigation Proceeds

    • Look at allocation and reporting of the proceeds from pre- and post-death causes of action and what the death tax consequences are
    • Dig into income tax liability issues for estate beneficiaries

     

    Discuss the Ethical and Malpractice Issues for Estate Attorneys

    • Referral Fee Arrangements with litigation attorneys
    • Statute of Limitations Issues to consider

     


     

    Course Planner: Lisa A. Shearman, Esq.

     

    Related Products

    • Course Book (2017-9562) — $49
    • 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.

     

    ae

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 10, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Intersection of Estates and Civil Litigation (Philadelphia, Simulcasts, Live Webcast)
    Collapse What Every Lawyer Needs to Know about Florida Law (Philadelphia, Simulcasts, Live Webcast)

    Florida is the #1 most popular state for retirees

    About 55,000 Americans over 55 move to Florida every year. Join two Florida attorneys, Brian Duffey and John Cappeller, as they share the critical things you must know if you are representing clients who own property or plan to move to Florida. You’ll get answers to your questions and also identify when you may need the assistance of local counsel to deal with Florida matters.

     

    New tax reforms may impact your client’s estate plan

    Many of your clients in Florida have substantial assets in irrevocable trusts that were created under the paradigm of an estate and generation skipping transfer tax. If the new administration is successful in reforming the tax regime, thousands of those clients will be scrambling to figure out a way to modify, amend or terminate those trusts. It is critical that you as their attorney know and understand any new rules.

     

    Key areas where Florida law may differ

    • Homestead – Explore debtors and creditors rights on Florida real property and learn how the homestead law impacts the passing of property to heirs, tax obligations and claims by creditors.
    • Probate Administration – Discover the nuances of Florida estate administration and when to retain local counsel.
    • Trust Administration – If your client is moving to or owns property in Florida, does that Pennsylvania resident’s estate plan still work? Can you use post-mortem techniques to correct an estate plan under Florida law?

     

    Real Property – Understand how to title real property in Florida, what you need to know about Florida Land Trusts Statute, how Florida has become a target for investments by foreign nationals and how to manage the impact of that trend on buyers.


     

    Course Planner: Brian K. Duffey, JD, AEP

     

    Related Products

    • Course Book (2017-9704) — $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.

     

    lm/bkt

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 05, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO What Every Lawyer Needs to Know about Florida Law (Philadelphia, Simulcasts, Live Webcast)