You Are Currently Viewing the PBI CLE Catalog. Visit pbi.org
Doylestown
Collapse CLE Ethics Fun and Fantasy With Sean Carter (Doylestown)

Use this page to register for both sessions of CLE Ethics Fun and Fantasy With Sean Carter. Follow the links below to register for the morning or afternoon sessions only.

 

Morning Session (3 substantive credits)
Fantasy Supreme Court League: 2017 Edition
Humorously recap the most significant cases of the most recent U.S. Supreme Court term. In this program, look at the facts of each case, and then compete with your fellow lawyers by attempting to remember (or guess) the outcome and “vote spread” of each case. The 2017 Edition features cases involving such hot-button issues as:
• Immigration • Capital punishment • Religious freedom
• Asset forfeiture • Terrorism • Claims of excessive force

 

Afternoon Session (3 ethics credits)
The 2017 Ethy Awards
Each year, Hollywood celebrates the best performances in motion pictures at the Oscars. Well, in this program, we note the worst ethics violations in the legal profession at the Ethys. Humorist Sean Carter will host the festivities and announce the award winners in such categories as: Most Creative Billing, Least Competent in a Legal Setting and Best Original Excuse. In the process of recapping some of the most egregious instances of unethical behavior, Mr. Carter will demonstrate how the rest of us can avoid common ethical violations.

 

9929-lm/da

Formats Available: Video Replay
Original Product Date: October 27, 2017
On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO CLE Ethics Fun and Fantasy With Sean Carter (Doylestown)
    Collapse Collecting and Enforcing Judgments In Pennsylvania (Mechanicsburg, Simulcasts, Live Webcast)

    Discover how to turn judgments into cash!
    Get a comprehensive overview of collections law

    • Execution practice
    • Article 9
    • Enforcing judgments against real estate
    • Exemptions
    • Fraudulent Transfer Act
    • Fair Debt Collection Practices Act
    • Ethical issues

     

    FREE! Receive the newest edition of Collecting and Enforcing Judgments in Pennsylvania

    • Searchable thumb drive included
    • Filled with useful forms
    • A gold mine of valuable tips, forms and how-to-do-it instructions

     

    9962-sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 04, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Collecting and Enforcing Judgments In Pennsylvania (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Counseling Small Businesses (Philadelphia, Simulcasts, Live Webcast)

    Practical advice on counseling your small business clients

    • Operational considerations
    • Asset protection
    • Business financing
    • Business plans

     

    Get the tools you need to select the right business entity for your client

    Which one is right for your client? Learn the difference between proprietorships, partnerships, LLCs, joint ventures, corporations and business trusts.

     

    Discover how to start, manage and grow a business in Pennsylvania

    Everything the entrepreneur needs to know, from writing a business plan to hiring and managing employees.

     

    8996-sbi

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 29, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Counseling Small Businesses (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 Managing Liens and Subrogation in Auto Litigation (Mechanicsburg, Simulcasts, Live Webcast)

    Anyone handling auto accidents needs to know about and understand the many types of liens that may exist before negotiating or litigating a case. Failure to account for liens can be disastrous to a client’s case and could leave you as the attorney with personal responsibility. Learn about the most often encountered liens, how to find and handle them, what the clients’ rights and obligations are and what the responsibilities of the attorney are.

    • Review the different types of subrogation liens
    • Hear about the basics of subrogation and reimbursement
    • Delve into the intricacies of Medicare Set Aside Trusts and Medicaid Liens
    • Examine the ethical pitfalls that can arise during settlement
    • Participate in the discussion of various fact patterns that present ethical quandaries
    • Learn what documentation you need to determine the validity of a lien
    • Hear perspectives from both sides of the arguments

     

    Course Planner: Lawrence E. Gurrera, II, Esq. 

     

    9925-ml/aj

    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, 1 hour Ethics Credits

  • MORE INFOMORE INFO Managing Liens and Subrogation in Auto Litigation (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Sophisticated Issues for Family Lawyers (Mechanicsburg, Simulcasts, Live Webcast)

     

    Mark your calendar

    Join an experienced faculty of domestic practitioners for this informative and essential workshop for family lawyers!

     

    Broaden your knowledge

    Discover innovative approaches to analyzing and tackling complex problems challenging the family law attorney
    on topics such as support, equitable distribution, taxes
    and custody.

     

    Delve into advanced issues

    From complex equitable distribution to critical trial techniques and strategies, our experienced faculty will help you expand and enhance your practice of family law.

     

    • 9:00 –9:05
      • Welcome and Introduction
    • 9:05 – 10:15
      • Connecting the Dots in Business Valuation
    • 10:15 – 11:15
      • Appellate Practice
    • 11:15 – 11:30
      • Refreshment Break
    • 11:30 – 12:15
      • Navigating the New Military Pension Frozen Benefits Rule
    • 12:15 – 1:15
      • Advanced Custody Issues

     

    Course Planners: Carol A. Behers, Esq., Jennifer A. Brandt, Esq.

    10020-hdo/scm

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 06, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Sophisticated Issues for Family Lawyers (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Success with Summary Judgment Motions (Philadelphia, Simulcasts, Live Webcast)

    Because persuasion matters …

    A winning motion for summary judgment will expedite your client’s case. Successful opposition will allow your client’s claim to survive. Make sure you pitch it right with this course from PBI.

     

    Mesmerize decision makers with your words

    • Learn to gauge your audience
    • Identify strong evidence to support your plea
    • Discover the best approaches to oppose a motion
    • The reply brief is critical – use it well!

     

    Time and execute your plans with special care

    • Understand the difference between state and federal rules, standards, and practices
    • Distinguish nuances relevant to personal injury and commercial cases
    • Will your motion affect discovery? Know in advance

     

    9938-ae

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 14, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Success with Summary Judgment Motions (Philadelphia, Simulcasts, Live Webcast)
    Collapse Uber and Lyft: Where Are We Going? (Philadelphia, Simulcasts, Live Webcast)

    The practices of Uber and Lyft, the two most popular ridesharing applications in Pennsylvania, have drawn varied responses from the legal community. The growth of these companies, and their market shares, has raised legal implications for all involved: the state, cities, drivers, consumers, and the companies themselves. While we love the ease of these applications, we are also bombarded with news articles highlighting the problems in the industry. This program will feature sessions covering: employment law issues related to ridesharing companies, the struggling regulatory state and proposals for effective regulation, and the privacy implications of ridesharing companies’ data collection practices.

     

    Topics covered:

    • Employment status of drivers and unemployment compensation issues
    • Self-driving cars (Pittsburgh only), data collection practices, and the intersection of law and technology
    • Environmental impact and potential regulation
    • Consumer rights
    • And many more!

     

    Course Planner – Julia Simon-Mishel, Esq.

     

    9916-ml/aj

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 28, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Uber and Lyft: Where Are We Going? (Philadelphia, Simulcasts, Live Webcast)