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Collapse 19th Annual Estate & Elder Law Symposium (Philadelphia, Simulcasts, Live Webcast)

Take advantage of “the Best of” two of PBI’s most popular Institutes

In this one-day Symposium we feature some of the most popular sessions from our annual Estate Law Institute and Elder Law Institute. Whether you have a general practice or you concentrate in estate law, elder law or both, you’ll find this course offers just what you need. You’ll pick up important practice tips and the latest developments. Break-out sessions at each of our conference centers make it easy for you to choose the topics that interest you the most. You can also join us on the web or at any of our simulcast sites for a selected track of great topics.

 

Register today so you can

  • Learn the latest developments in estate and elder law
  • Customize your program – you choose the topics that matter most to you
  • Get an excellent course manual full of updated, practical resource material
  • Enjoy networking with your colleagues during our continental breakfast, lunch and refreshment breaks

 

Program Sponsor: PBA Real Property and Probate and Elder Law Sections

 

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Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: February 22, 2018
On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO 19th Annual Estate & Elder Law Symposium (Philadelphia, Simulcasts, Live Webcast)
    Collapse Dealing with the Problem Employee (Mechanicsburg, Simulcasts, Live Webcast)

    Problem employees can be very costly to businesses. Perhaps your job is to advise employers on how to deal with employees who are problems in the workplace. Or maybe you represent a “problem” employee. In this program, learn the legal issues you need to understand to advise your clients. You’ll hear from lawyers who represent employees and employers, giving you both perspectives.

     

    Gain solid information and answers to these questions

    • What can be done in the hiring process to minimize risks of later problems?
    • What are the pros and cons of performance evaluations?
    • What is the best way to investigate and address employee complaints?
    • How can background checks by consumer reporting agencies create liability issues for employers under the Fair Credit Reporting Act?
    • When can employees be fired for Facebook posts and tweets?

     

    Program Sponsor: PBA Labor and Employment Law Section

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 23, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Dealing with the Problem Employee (Mechanicsburg, Simulcasts, Live Webcast)
    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

     

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    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 Four County Civil Practice: Bucks, Chester, Delaware & Montgomery Counties (Doylestown)

    Avoid being caught uninformed and unprepared in the courts of a neighboring county. Our impressive faculty will fill you in on the “nuts and bolts” of civil practice in each of the four counties. You will learn how to navigate through the local practice and learn the unwritten rules in each county.

     

    Compare and contract procedural and tactical methods
    for practicing within each county

    • Civil court administration
    • Filing of civil action and service requirements
    • Preliminary objections; motions & petitions practice
    • Discovery
    • Case management – how to get the case on the trial list and moving toward trial
    • Pretrial conferences and settlement conferences
    • Trial
    • Post-trial motions & relief
    • and more!

     

    Program Sponsor: PBA Civil Litigation Section

     

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    Formats Available: Attend In-Person
    Original Product Date: June 27, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Four County Civil Practice: Bucks, Chester, Delaware & Montgomery Counties (Doylestown)
    Collapse He Died With Guns in His Closet: Firearms & Estates (Philadelphia, Simulcasts, Live Webcast)

    Firearms are one of the most heavily regulated products in the country. This course will give you information to know what you have and what the regulations and laws are.

     

    The estate plan should include appropriate provisions for the executor or trustee to use estate assets to investigate the laws that impact the transfer of firearms. If a client owns or intends to purchase certain firearms that are regulated by federal law, then a gun trust needs to be considered as part of the client’s estate plan.

     

    Topics to include

    • Concerns raised by possession of a firearm
    • Overview of the relevant federal & PA firearm laws
    • How to transfer the guns to beneficiaries
    • Appraisal guides
    • Securing, transporting and insuring
    • What are gun trusts

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 28, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO He Died With Guns in His Closet: Firearms & Estates (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

     


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    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 Defamation (Philadelphia, Simulcasts, Live Webcast)

    Old doggerel, new tricks

    The Internet generates novel ways to amuse, provoke and stroke, encourage and destroy. Traditional legal issues remain, though, and web-based defamation is an increasingly common allegation for clients and their lawyers to face. Learn how this classic cause of action manifests online.

     

    Discover the difference

    • Common law defamation versus defamation on the Internet 
    • What you need to know about the Communications Decency Act 
    • Get a better grip on slippery ethical issues that arise online

     

    Shield your client

    • Practical tips on how to best protect your client’s reputation 
    • Non-litigation and litigation strategies when dealing with an anonymous Internet defamer

     

    What your colleagues say about this program

    • Fascinating – just the right length of time – great info
    • Good overview of the issues
    • I appreciated the pleadings included in the course manual

     

    9941-ae

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 09, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Internet Defamation (Philadelphia, 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

     

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    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 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. 

     

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    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 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

     

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    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 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 The Strategic Mediator (Philadelphia, Simulcasts, Live Webcast)

    Featuring Nina Meierding, one of PBI’s most popular speakers with insights and strategies for making the most of mediation

     

    Using real-world examples, stories from her 4,000+ mediations, social science research and personal insights, Nina Meierding will teach you how to refine your mediation techniques and refresh your practice with new approaches and strategies. Discover how to treat each mediation as unique and not to default to habitual techniques or moves. Nina will explain how to assess the conflict, adjust to the parties and remain thoughtful and flexible throughout the process. She will prompt you to think more purposefully about the choices you make in your practice.

     

    Take away practical tips on how to:

    • Choose between facilitative and evaluative mediation
    • Convene the mediation process
    • Work effectively with attorneys
    • Achieve a durable agreement
    • Break deadlocks

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 28, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO The Strategic Mediator (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)