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Beaver
Collapse Death & Taxes (Philadelphia, Simulcasts, Live Webcast)

Discover new ways to save your client’s money

Examine the Pennsylvania inheritance tax return and learn how to utilize exemptions and deductions to save your client’s money.

 

Walk through the Pennsylvania inheritance tax return. Get practical information!

On a step-by-step basis, examine each line of the PA inheritance tax return and compare/contrast that filing with the federal estate tax return.

 

Learn the basics of inheritance tax returns

  • The assets included in the taxable estate
  • The deductions of the estate
  • How assets are valued, including family businesses
  • Calculation of inheritance taxes

 

Program schedule

Overview/Reconciliation; Real Estate; Stocks/Bonds/Notes/Cash; Closely Held Businesses; Jointly Held Property; Non-probate, Misc.; Funeral & Administrative Expenses, Debts, Liens; Charitable Bequests; and Life Estates/Annuities

 

10168-lm/da

Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: February 01, 2018
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Death & Taxes (Philadelphia, Simulcasts, Live Webcast)
    Collapse How to Prepare the Pennsylvania Inheritance Tax Return (Mechanicsburg, Simulcasts, Live Webcast)

    Sample filled-in returns included

     

    After starting off with a refresher on Pennsylvania inheritance tax law, you’ll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.

     

    This program is a great opportunity to:

    • Be sure you’ve picked up every deduction and credit available to you
    • Get practical tips about the documentation you should be attaching to your returns and the reasons it matters
    • Be updated on all that’s new
    • Brush up on what is and what is not subject to tax
    • Get tips for handling trusts, annuities, mutual funds & other nonprobate assets
    • Clarify how and when the new family-owned business exemption is used
    • and more!

     

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

     


    10102-clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 11, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO How to Prepare the Pennsylvania Inheritance Tax Return (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Internet Legal Research 2018 (Philadelphia, Simulcasts, Live Webcast)

    Gather the critical knowledge needed to:

    • Analyze the pros and cons of free versus pay resources
    • Distinguish good information from the bad
    • Narrow down your search results
    • Access information available in the deep/invisible web
    • Ethically pursue information
    • Understand the limitations of social media searching
    • Evaluate the plethora of research apps for mobile devices

     

    Explore free and paid online resources

    The amount of information available on the web is staggering; making a simple web search overwhelming.

    • Identify techniques to efficiently comb through the vast amount of online data
    • Receive pointers to narrow your search results
    • Discover resources to perform traditional and deep/invisible web searches

     

    10092-et

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 13, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Internet Legal Research 2018 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Law of Guns in Pennsylvania 2017 (Philadelphia, Simulcasts, Live Webcast)

    Gun laws are still the most controversial issue facing today's practitioner

     

    In this course, the faculty will address:

    • What Counsel needs to know when your case meets a media feeding frenzy
    • Special concerns in defending VUFA and GCA charges
    • The Lethal Weapons Training Act 235 certification and License to Carry Firearms; open carry, carry without a license and Mens Rea
    • Approaches to the 'traditional' dispossessory regulations including mental health criteria
    • What the latest appellate court decisions, state and federal, mean to you and your clients
    • Due process and the right to keep and bear arms
    • Principles of Justification and the Castle Doctrine, illustrated in shoot / no-shoot video scenarios
    • Board of Pardons and Parole procedures and concerns - how the Board works and what it expects your presentation to address
    • License to Carry Firearms issuance and revocation - what you can do for your client and how to do it

     

    Special guest speaker:
    Lieutenant Governor of Pennsylvania

     

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

     

    10060
    hdo/sy

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 20, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Law of Guns in Pennsylvania 2017 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Realty Transfer Tax Update 2018 (Philadelphia, Simulcasts, Live Webcast)

    An update on the Pennsylvania and Philadelphia realty transfer taxes, including recent Philadelphia changes

     

    Follow the panel of experts as they present a hypothetical transaction and explain different ways to structure the transactions and the various realty transfer tax results.

     

    Gain insight from the experts

    • Hear from those who administer these taxes and find out new developments
    • Review recent realty tax cases rulings and regulations
    • Review practice examples
    • Hear from the lawyers who wrote the regulations, work on rulings and assist in deciding cases to pursue

     

    Walk away with a great reference tool

    • Your course book will serve as a one-stop shop for your realty tax transfer questions
    • Receive side-by-side comparison of Pennsylvania and Philadelphia realty transfer taxes

     

    10175-lm/da

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

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Realty Transfer Tax Update 2018 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Tips from the Bench: How 25 Recent Cases Influence the Way We Draft Contracts (Philadelphia, Simulcasts, Live Webcast)

    This full-day program analyzes 25 recent contract cases from Delaware Chancery, federal courts, and other jurisdictions across the country to glean practical drafting advice straight from the pens of judges who deciphered the provisions at issue. Using the original text of the litigated provision, the arguments of both parties as to the “correct” interpretation, and the ultimate judicial rendering of it, we’ll make practical recommendations on substance and style for these types of provisions:

     

    • indemnification
    • earnouts
    • drag alongs
    • limitations of liability
    • liquidated damages
    • restrictive covenants
    • browse wrap licenses
    • click wrap licenses
    • arbitration
    • assignment
    • forum selection
    • governing law
    • and much more!

     

    ml/aj
    9868

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 18, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO Tips from the Bench: How 25 Recent Cases Influence the Way We Draft Contracts (Philadelphia, Simulcasts, Live Webcast)
    Collapse Title Insurance 101 (Beaver)

    Learn why it is so important and how to make sure
    your client is protected

     

    Identify the players, their roles and responsibilities

    • Title insurance company (underwriter)
    • Title insurance agent
    • Approved attorney
    • Title searcher

     

    Understand the status of title

    • Good or perfect title
    • Marketable title
    • Insurable title

     

    Demystify the documents

    • The title policy
    • Title commitment
    • Endorsements
    • Indemnification

     

    Develop a checklist to ensure the deal is closed properly

     

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

     

    Course Planners: David J. Scaggs, Esq. and Brett M. Woodburn, Esq.



    9957-ml/aj

    Formats Available: Video Replay
    Original Product Date: December 14, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Title Insurance 101 (Beaver)