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Collapse Retirement Planning for Attorneys (Mechanicsburg, Simulcasts, Live Webcast)

Thinking About Retirement?

It is never too early to develop a succession plan; whether you are considering retirement from a large firm, a small firm, or are a solo practitioner planning for an unanticipated absence, this seminar will discuss the steps you need to take to wind down your law practice.

 

Social Security and Medicare Explained!

Organize your interests and analyze your goals from social security, Medicare and other health insurance needs. Learn about the practical concerns related to retirement such as when to opt-in to Medicare, the rules of distribution from retirement savings plans and IRAs and discuss other health insurance options.

 

What to Do with Your Time?

Discuss post-retirement employment options and other fulfilling assignments to make use of your years of experience and legal training. Find out about the many service opportunities that exist for retired attorneys.

 

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


 

Course Planners: William L. Adler, Esq., Robert H. Louis, Esq.

 

Related Products

  • Course Book (2017-9739) — $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: May 04, 2017
On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Retirement Planning for Attorneys (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Running Your Law Firm Like a Business (Mechanicsburg, Simulcasts, Live Webcast)

    You want to practice law and want to make money doing it. Attorneys who are sole practitioners or are in boutique firms often serve as their own CFO, chief accountant and human resource officer. Whether you are thinking of starting your own practice, just beginning in the legal profession or have been running your own firm for years, this very practical program is full of essential, easy to understand pieces of information to help you become and stay successful.

     

    Learn how to develop a plan of action before you start your solo or small practice or buy into an existing practice.

    • Decide which structure of business will benefit you most
    • Understand financing at the beginning as well as when the firm grows
    • Go to the bank before you need the money
    • Consider the necessary and desirable insurance coverages
    • Learn critical and needed knowledge of books and records—more than just compliance
    • Know about trust accounts—so very important—
      get the checklist
    • Learn practical steps to limit risk and reduce expenses
       

     

    Course Planners: Martin H. Abo, CPA/ABV/CVA/CFF 

     

    Related Products

    • Course Book (2017-9837) — $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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    9837

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 08, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Running Your Law Firm Like a Business (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse The Nuts and Bolts of a Title Insurance Claim (Mechanicsburg, Simulcasts, Live Webcast)

    The unique nature of title insurance makes claims handling and litigating challenging, but it also allows one to be creative in solving title problems. Join a panel of experienced attorneys who investigate and litigate these claims, as they walk you through the basic steps of filing and defending a claim.

     

    A “nuts and bolts” look at—

    • The title insurance policy itself—what it is, who it benefits, coverage exceptions and limitations
    • The “top ten” title insurance claims from a lender’s policy perspective—including unrecorded mortgages, mortgages with missing or insufficient legal descriptions, mortgages and other liens from prior owners remaining of record
    • Initiating a claim—how and when to initiate a claim, what support to include with the claim, the “etiquette” for contacting the title insurer
    • The response of the title insurer to a claim—options, what the claimant can expect to hear.
    • Resolving the claim—typical tactics, communication with assigned counsel

     

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


     

    Related Products

    • Course Book (2017-9697) — $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: June 20, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Nuts and Bolts of a Title Insurance Claim (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Tough Problems in Workers

    Every other spring, we offer this program designed specifically by and for the experienced workers’ compensation practitioner. Explore how your colleagues across the state are handling these matters, and what judges think. Review recent decisions and how they affect you, your clients and your practice.

    • Identify this year’s tough problems
    • Hear from experienced lawyers and judges as they examine the various issues
    • Gain insight into the cases that have been decided and their impact
    • Insights and tips from both perspectives
       

     

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

     


     

    Related Products

    • Course Book (2017-9709) — $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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    9709

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 03, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Tough Problems in Workers
    Collapse Wills of the Rich and Famous (Philadelphia, Simulcasts, Live Webcast)

    Gain insight into the lives of some of the world’s best-known figures and glean creative approaches to offer your clients.

     

    Discuss fundamental principles to consider when drafting
    and executing Pennsylvania wills.

     

    Illustrated by an examination of wills of the rich, famous
    and just plain weird, you will receive important information
    to assist you in your practice.

     

    Program topics will include

    • The proper form of a will.
    • How do you protect a will from a contest based on incapacity?
    • What constitutes proper execution?
    • Why you must specifically address personal effects
      in the will.
    • How to properly draft gift provisions—including general and specific bequests, class gifts, residuary bequests, etc.
    • How to properly disinherit someone.
    • What administrative provisions must be included?
    • The proper drafting of tax clauses.

     

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


     

    Related Products

    • Course Book (2017-9820) — $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: June 08, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Wills of the Rich and Famous (Philadelphia, Simulcasts, Live Webcast)