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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 Coordinating Clients

    This is a video replay of a program originally held on October 9, 2017.

     

    Protect your clients by ensuring that their estate documents work together

    • Learn how to determine if an older client’s existing documents are compatible
    • Get the tools you need to ensure that the documents you draft work well together

     

    Learn how to develop and execute an adaptive estate plan

    • Create an estate plan that will adapt to your client’s changing needs
    • Learn how to sort through the complexities involved in developing an estate plan

     

    10051-sbi

    Formats Available: Video Replay
    Original Product Date: December 13, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Coordinating Clients
    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 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 Estate Planning for Younger Clients (Philadelphia, Simulcasts, Live Webcast)

    Many young families put off estate planning, however, it is never too early to begin this process. Everyone should have a proper, professionally prepared estate plan.

     

    For young people, the process is usually inexpensive and painless, but the benefits can be profound.

     

    Learn about

    • Naming executors or trustees
    • Naming a guardian for young children
    • Providing instructions for distribution of assets
    • Naming a trustee for children’s inheritance
    • Reviewing insurance needs
    • Planning for a disability
    • Handling debt
    • And more!

     

    10115
    cap/bh

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: January 18, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Estate Planning for Younger Clients (Philadelphia, Simulcasts, Live Webcast)
    Collapse From File to Trial: 8 Keys to Success in Court and Beyond--Featuring Hon. Mark A. Drummond (Philadelphia, Simulcasts, Live Webcast)

    Illinois trial judge and nationally acclaimed trial advocacy instructor, Hon. Mark Drummond, brings cutting edge persuasion tools with techniques he has acquired through his training around the world combined with ideas from outside the courtroom. Since most civil and criminal cases resolve before trial, this program also focuses on tips and techniques that apply to motions, discovery, depositions and appeals, in addition to the actual trial of the case. Hon. Mark Drummond has devoted the last 30 years to the art of persuasion and brings you persuasion techniques that you can use from the day the case comes into your office to verdict.

     

    Master persuasion tools and techniques

    • Make a good first impression with opposing counsel, the judge and the jury
    • Discover the top ten things a judge wants during a trial
    • Acknowledge the hierarchy of the attention in the courtroom
    • Understand the power of the Trial Notebook
      and more!

     

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

     

    Program Sponsor: PBA Civil Litigation Section

     

    10099-clw/eb

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 02, 2018
    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 and Beyond--Featuring Hon. Mark A. Drummond (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 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 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 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 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 Understanding Social Security Retirement 2018 (Philadelphia, Simulcasts, Live Webcast)

    Learn when to apply

    Choosing when to retire is one of the most important decisions you or your clients will make in their lifetime. Determining how much money is available from Social Security may be a huge factor in that decision. Today, about 56 million people receive monthly Social Security benefits. How and when should you claim these benefits? This course dispels the myths and focuses on the practical realities of Social Security benefits – both for yourself or your client. Get a practical overview, tips for planning and advice for handling all kinds of complicated questions and situations.

     

    Get tips on 

    • Eligibility for retirement benefits 
    • Deadlines 
    • Amount and duration of benefits 
    • Exceptions 
    • Overpayments and waivers 
    • Special situations that create changes

     

    Program Sponsor: PBA Elder Law Section

     

    10116-lm/bkt

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: January 25, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Understanding Social Security Retirement 2018 (Philadelphia, Simulcasts, Live Webcast)