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Collapse 18th Annual Legal Issues in an Age of Aging (Easton)

18 Years and going strong

Pennsylvania’s population remains one of the oldest in the nation. Stay up-to-date with new trends in elder law.

 

How To Help Your Clients and Loved Ones

For the past 17 years, this program has been a fundamental source of information for attorneys representing elderly persons and their families. It has also proven to be invaluable for attorneys making arrangements for their own and their family’s long-term needs. PBI’s expert panel of attorneys, who work closely with the elderly on a day-to-day basis, will share their insights and advice in this ever-changing and heavily regulated field.

 

Sessions for Overview Page

 

  • Identifying and Litigating Failures in Long-Term Care Facilities
  • What to Look for in Choosing a Nursing Home, Assisted Living or Continuing Care Community, and What You Need to Know About the Contracts
  • Pennsylvania Support Laws: Filial Obligations and the Necessaries Act
  • Home and Community-Based Services: When Your Client Wants to Remain in the Home
  • Strategies for Dealing with Incapacity
  • Medicaid Review
  • What Every Elder Law Attorney Needs to Know About Veterans’ Benefits
  • Ethical Issues in the Representation of the Elderly

 


 

Course Planners: Sanford L. Pfeffer, Esq., Debra G. Speyer, Esq.

 

Related Products

  • Course Book (2017-9660) — $69
  • Podcast with credit — $279
  • Podcast no credit — FREE
  • On-demand video with credit — $279
  • 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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9660V

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

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

  • MORE INFOMORE INFO 18th Annual Legal Issues in an Age of Aging (Easton)
    Collapse A Day on Contracts (Philadelphia, Simulcasts, Live Webcast)

    Get it all here in one place. This program will feature plenary sessions with presentations on practical drafting issues and techniques, the importance of being tuned in to regional and cultural differences, electronic contracting, an overview of crucial core clauses, mock hearings, ethics and professionalism as well as breakout sessions covering different types of contracts.

     

    Individual breakout sessions on:

    • Agency and distributorship contracts
    • Labor and employment contracts
    • International contracts of sale/CISG
    • Licensing and franchising contracts
    • Sale of goods contracts
    • Software and intellectual property contracts
    • Professional services contracts
    • Construction contracts
    • Commercial real estate contracts 

     

    Course Planners: Timothy Murray, Esq., Steven M. Richman, Esq.

     


     

    Related Products

    • Course Book (2017-9691) — $69
    • Podcast with credit — $299
    • Podcast no credit — FREE
    • On-demand video with credit — $299
    • 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: July 13, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO A Day on Contracts (Philadelphia, Simulcasts, Live Webcast)
    Collapse Autonomous Vehicles (Mechanicsburg, Simulcasts, Live Webcast)

    When you drive down the highway, you might see a car with no driver in the next lane. Maybe the car has someone in the driver’s seat, but she is reading a book. How should a lawyer advise clients to avoid the legal potholes of autonomous vehicles? A panel of experienced practitioners will break down the regulations and potential liability involved in this rapidly-changing industry. Here is your chance to stay on top of this new industry.

     

    Take away practical tips on:

    • The technology of automatic emergency braking, adaptive cruise control, lane keep assist, stop and go, and more and how they work
    • How crash avoidance technology affects our cases
    • Overall accident and injury rates
    • The next 10 years and the future of motor vehicle design liability

     

    Program Sponsor: PBA Civil Litigation Section

     


     

    Related Products

    Course materials are not available for separate purchase.

    • 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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    9830

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

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Autonomous Vehicles (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Big Changes Are Here for LLCs, LLPs, LPs and GPs ENCORE PRESENTATION (Philadelphia, Simulcasts, Live Webcast)

    Overhauling laws that are 25+ years old, Act 170 provides new and current businesses with a legal guide that is cleaner and easier to use.

     

    This new law means big changes for your practice.
    Join the attorneys who drafted this new legislation as they take apart Act 170, one provision at a time.

    • General Partnerships
      Entity status, Certificates of authority, Duties of care and loyalty
    • Limited Partnerships
    • LLPs and LLLPs
      “Full shield” protection for general partners,
      Distribution tests, Satisfaction of creditors upon liquidation
    • Limited Liability Companies
      How to modify the statutory default rules (with a few notable exceptions) by careful drafting of the contract among the owners
    • Governance rights versus economic rights—the critical difference
    • Nonprofit limited partnerships and LLCs 

     

    Tuition includes course book, complete set of LLC forms and paperback copy of revised Title 15. Book with forms are available for separate purchase (excludes Title 15 paperback).

     

    • 9:00 - 9:05
      • Welcome
    • 9:05 - 9:30
      • General and Introductory Comments
    • 9:30 - 9:45
      • Derivative Suits
    • 9:45 - 9:55
      • Nonprofit LPs and LLCs
    • 9:55 - 10:20
      • LLPs
    • 10:20 - 10:45
      • GPs, LPs, and LLCs: Agreements—New Rules on Content and Freedom of Contract
    • 10:45 - 11:00
      • Break
    • 11:00 - 11:30
      • GPs, LPs, and LLCs: Transferees and Charging Orders
    • 11:30 - 12:00
      • GPs, LPs, and LLCs: Dissociation v. Dissolution
    • 12:00 - 12:30
      • Lunch
    • 12:30 - 1:15
      • GPs, LPs, and LLCs: Management Structures for LLCs
    • 1:15 - 1:30
      • GPs, LPs, and LLCs: New Filings Defining Authority
    • 1:30 - 2:15
      • GPs, LPs, and LLCs: Duties
    • 2:15 - 2:30
      • GPs, LPs, and LLCs: Winding Up, Barring Claims, Terminations
    • 2:30 - 2:45
      • Break
    • 2:45 - 3:45
      • Ethics
    • 3:45 - 4:00
      • Questions & Answers

     


     

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    9813E

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: July 27, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO Big Changes Are Here for LLCs, LLPs, LPs and GPs ENCORE PRESENTATION (Philadelphia, Simulcasts, Live Webcast)
    Collapse eDiscovery (Easton)

    Join the authors of eDiscovery and a panel of experts as they discuss the fundamentals of eDiscovery 

     

    Understand your professional obligations, including cooperation with your opponent, and basic familiarity with your client’s hardware, software, data storage and mobile devices. 

     

    Learn about the new protocols associated with technology-assisted review

     

    Know how and when to use the services of an eDiscovery Special Master.

     

    Learn how to advise your clients about data breaches.

     

    Topics

    • Spoliation of Evidence: The Duty to Preserve Records Relevant to Litigation 
    • The E-discovery Special Master Program for the United States District Court for the Western District of Pennsylvania 
    • eDiscovery: Professional Responsibility Considerations 
    • Admissibility of Electronically Stored Information 
    • eDiscovery Collection, Processing and Review 
    • The Evolution of Technology-Assisted Review 

     

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


     

    Course Planners: Susan Ardisson, Esq., Joseph Decker, Esq.

     

    Related Products

    • Course Book & USB (2017-9368) — $119
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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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    9368

    Formats Available: Video Replay
    Original Product Date: May 25, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO eDiscovery (Easton)
    Collapse Entertainment Law (Philadelphia, Simulcasts, Live Webcast)

    Learn the balancing act

    Get tips on how to balance your clients’ varied and conflicting needs, such as publicity vs. privacy rights, honoring a contract vs. freedom of creativity and copyright protection vs. artistic license.

     

    Explore complex issues

    Master the critical details you need to look for when drafting, reviewing and negotiating contracts and licensing rights. Discover what you need to know about intellectual property assets, established and emerging media, financing, labor requirements, conflicting state regulations and more.

     

    Topics Include:

    • Book Publishing Contracts
    • A Corporate Counsel Song and Dance, IP Counseling for Counselors
    • Legal & Business Issues in the Making of “The Lennon Report”, a Feature Film
    • Music Law and Practice
    • The Legal & Business Aspects of Reality Television
    • A View from the Wings: Theatre Law Overview (Business Structure and Rights Acquisition)

     

    Course Planner: Alexander Murphy Jr., Esq.

     

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


     

    Related Products

    • Course Book (2017-9805) — $69
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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.

     

    hdo/sy

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits, 2.00 hours Ethics Credits

  • MORE INFOMORE INFO Entertainment Law (Philadelphia, Simulcasts, Live Webcast)
    Collapse Estate Planning: Beyond the Basics (Easton)

    Avoid Common Estate Planning Blunders

    Discuss common oversights, gaffes and errors encountered by estate planners…and learn what to do to avoid them! From problems related to naming a trust as a beneficiary in an IRA, planning for death, but not incapacity and other novel technologies, you will receive practical tips so you don’t find yourself caught in an unexpected planning trap.

     

    Compare Trust Laws

    Evaluate Pennsylvania’s trust laws against those of neighboring states such as Delaware and Ohio to determine how an estate plan could be affected due to relocation or other measures.

     

    Examine Taxes, Ethics and Other Planning Concepts

    Analyze estate planning in the current interest rate environment. Consider the ethical implications every estate planner must recognize. Discuss cross border planning issues when working with international clients.
     


     

    Course Planners: Alison T. Smith, Esq., Anthony C. Weiss, Esq.

     

    Related Products

    • Course Book (2017-9722) — $69
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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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    9722V

    Formats Available: Video Replay
    Original Product Date: June 15, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Estate Planning: Beyond the Basics (Easton)
    Collapse Ethics Potpourri: Friend or Foe: The Ethical Impact of Technology on a Lawyer

    From social media to online reviews to securing your office’s infrastructure, to preparing for and trying cases, technology impacts every aspect of a lawyer’s practice. This program will highlight the current ethical issues technology presents, and provide practical guidance. The course will also provide an overview of how to prepare for the Pennsylvania Trial and Appellate Courts Public Access Policy, which goes into effect in January 2018.

     


     

    Related Products

    Tuition includes course materials. Course materials are not available for separate purchase. 

     

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    9717DV

    Formats Available: Video Replay
    Original Product Date: June 29, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 1 hour Ethics Credits

  • MORE INFOMORE INFO Ethics Potpourri: Friend or Foe: The Ethical Impact of Technology on a Lawyer
    Collapse Ethics Potpourri: Harry Potter and the Lawyer

    Twenty years ago, the world first met  Harry Potter.  Although at that time, young Harry was living under a staircase, over the next ten years Muggles everywhere  watched him grow up to be the Rules of Professional Conduct`s "citizen with a special responsibility for the quality of justice." In this program, travel with the young wizard through J.K. Rowling`s popular series and encounter Harry`s lessons on rules, justice, forgiveness, honor, and the magic in practicing law.

     


     

    Related Products

    Tuition includes course materials. Course materials are not available for separate purchase. 

     

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    9717A

    Formats Available: Video Replay
    Original Product Date: June 29, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 1 hour Ethics Credits

  • MORE INFOMORE INFO Ethics Potpourri: Harry Potter and the Lawyer
    Collapse Family Law Institute 2017 (Easton)

     

    The Family Law Institute has become an annual tradition

    This year’s Institute will provide the latest practical information and practice hints available. Whether you are a “veteran” of family law, just beginning your practice, or somewhere in between, you are sure to benefit from the knowledge and experience of each faculty member.

     

    Sessions

    • 21st Century Extended Family Issues
      Join us in the opening plenary session as we tackle the growing issues of families in the 21st Century. Among the many topics to be discussed, we will explore the rights and responsibilities of grandparents and other third parties in both custody and support matters. We will focus on the ever-changing nature of modern families and discuss what “family law” might look like as we move into the future.
    • Passports & International Travel
      Travel around the world with this panel discussion of issues facing family law practitioners on a regular basis. As our world becomes a smaller place, issues involving international travel and relocation become more prevalent for family law attorneys advising clients with children. Using hypotheticals and real life experiences, the panel will guide you from start to finish, whether your client is seeking to travel or concerned about allowing the other parent to travel internationally. Discover how to request safeguards to be put in place before travel and what to do when travel goes wrong. Learn how to register and enforce a foreign order in the United States and abroad. The panel will also discuss the Hague Convention on child abduction.
    • Art of Cross Examination
      Through the use of popular clips from TV shows and movies, as well as the recreation of real life cross-examinations by some of Pennsylvania’s most prominent civil litigators, Judge Bernstein brings his renowned style of courtroom presentation to the family law environment. Join one of Pennsylvania’s foremost authorities on evidence and cross-examination for an insightful and entertaining program providing keys to effective and compelling cross-examination.
    • Ethics and Civility in Family Law
      This session will cover the hot topics on relevant ethical, disciplinary and malpractice issues to avoid in family law, including how to spot and mitigate troubling situations before they get you in trouble.

     

    Course Planners: Mary Cushing Doherty, Esq., Ned Hark, Esq., J. Paul Helvy, Esq., Christina M. DeMatteo, Esq.

     

    Related Products

    • Course Book (2017-9657) — $99
    • Podcast with credit — $299
    • Podcast no credit — FREE
    • On-demand video with credit — $299
    • 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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    9657

    Formats Available: Video Replay
    Original Product Date: June 08, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 1.50 hours Ethics Credits, 4.50 hours Substantive Credits

  • MORE INFOMORE INFO Family Law Institute 2017 (Easton)
    Collapse Handling the Dog Bite Case (Philadelphia, Simulcasts, Live Webcast)

    Did you know?

    • With more than 4 million people bitten in the U.S. annually, dog bites account for about 1/3 of homeowner claims
    • More than 70 million dogs are owned by Americans
      40% of households own a dog
    • Some insurance companies have created “breed exclusions” – what does that mean?
    • Which breeds are most/least likely to inflict bite injuries?

     

    Learn about

    • The “strict liability” concept in Pennsylvania
    • The intersection of criminal and civil dog statutes
    • The roles of law enforcement, dog wardens, animal control officers and humane officers in dog bite cases
    • How to evaluate a dog bite case
    • Why and when dogs bite

     

    Related Products

    Course materials are available for separate purchase.

    • 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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    9840

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: June 15, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Handling the Dog Bite Case (Philadelphia, Simulcasts, Live Webcast)
    Collapse Revisiting Younger

    Irving Younger’s seminars electrified, entertained and energized an entire generation of America’s advocates. Professor Stephen Easton introduces a new generation to Younger’s landmark work bringing a fresh and contemporary approach to Younger’s time-honored classic that has served as an essential foundation for real-world practice. Easton will help you reconcile the rules of evidence law and the modern considerations of the craft of advocacy. This fast-paced, media-rich program will both entertain and provide invaluable, practical tips to benefit every practicing lawyer.

     

    Incorporating extensive video clips from Younger’s masterpiece presentation, Easton will:

    • Take a fresh look at the philosophy, psychology and physiology of credibility
    • Analyze modern tools for preparing a witness to be credible
    • Reflect on the skills that every lawyer must master to expose an adversary’s lack of credibility

     

    Program Sponsor: PBA Civil Litigation Section

     


     

    Related Products

    To inquire about course material purchases please contact the PROFESSIONAL EDUCATION GROUP, at (800) 229-CLE1 (2531) or shop online at www.proedgroup.com

     

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    9450

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: June 22, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Revisiting Younger
    Collapse Snapshots of Special Education Law (Philadelphia, Simulcasts, Live Webcast)

    Join PBI for a “snapshot” look at four independent areas that are essential stepping stones on the road to effectively advocating for your client.

     

    Early Intervention and Transition to School Age

    Through a multimedia presentation, the panel of experts will discuss their experiences and challenges in the transition to school aged programming.

    • Guidelines to Support Parents
    • Preschool Programs to School-Aged Programs
    • Funding Responsibilities for Early Intervention Services
    • Ethical considerations in special education law

     

    Why Hasn’t This Case Settled?

    This session explores the many reasons why a settlement cannot or does not occur.

    • Expensive transportation
    • Pendency
    • Insurance terms
    • Precedent within the district
    • Engagement and cost committal to experts
    • G.L. v. Ligonier trajectory

     

    Extended School Year

    This session will provide you with answer to the most frequently asked questions about Extended School Year (ESY) services, including

    • Who qualifies for ESY
    • What is ESY programing
    • What are the legal requirements under the IDEA and Chapter 14?

     

    Ethical Considerations When School Discipline and Juvenile Justice Overlap

    Students with disabilities are at greater risk of being pulled into the school-to-prison pipeline and can suffer more from its effects.  Students with disabilities are suspended or expelled for behaviors that are a direct result of their disabilities.  Sometimes those students are referred directly to the juvenile justice system for the same conduct.  Sometimes court involvement comes later--children who are separated from school more frequently end up in the juvenile justice system down the line.  And seventy percent of children in the juvenile justice system have educational disabilities.  Frequently, though, the prosecutors, juvenile probation officers, and judges in the juvenile system are not informed about a student's disabilities and the role(s) it may have played in her or his conduct.  This panel explores these problems--and the ethical concerns that confronting it raises for lawyers representing students and districts.


     

    Related Products

    • Course Book (2017-9635) — $69
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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.

     

    cap/sat
    9635

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: July 24, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Snapshots of Special Education Law (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Basics of UM/UIM and Limited Tort (Mechanicsburg, Simulcasts, Live Webcast)

    Get the basics to handle auto law cases

    Two of the core aspects of auto insurance coverage—uninsured (UM)/underinsured (UIM) motorist coverage and limited tort coverage law—will be outlined in detail. Learn the key terminology, how to properly read an insurance policy, what exceptions apply and how to bring or defend cases involving disputes over these coverages.

     

    Learn the keys to understanding UM/UIM

    • Whose insurance is primary
    • When you can “stack” policies
    • How to take advantage of multiple policies
    • When a claim for bad faith should be pursued

     

    Know the ins and outs of limited tort

    • What injuries overcome the threshold and allow for pain and suffering recovery
    • How you can prove “serious impairment of a bodily function”
    • How to evaluate the “election” of limited tort and challenge its applicability 

     


     

    Related Products

    • Course Book (2017-9842) — $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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    9842

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO The Basics of UM/UIM and Limited Tort (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse The Best Retirement and Estate Plans for Attorneys - 2017 (Philadelphia, Simulcasts, Live Webcast)

    Gain practical and resourceful guidance on retirement
    and estate planning

    There were two married couples, the Rushers and the Planners, with identical earnings records and investments. The Rushers didn’t attend this program and ended up running out of money. The Planners attended, utilized the recommended strategies, and when the Rushers ran out of money, the Planners had $2,013,881 to leave to their heirs. Be a planner, not a rusher. Attend this workshop.

     

    Meet the instructor

    James Lange, best-selling author, CPA and attorney, is the President of three interrelated companies that provide estate & trust preparation, tax planning and preparation, and financial services to IRA and retirement plan owners. He is a nationally recognized IRA, 401(k) and retirement plan distribution expert and the Founder of The Roth IRA Institute™.

     

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


     

    Related Products

    Course materials are not available for separate purchase.

     

    hdo/sy
    9693

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

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

  • MORE INFOMORE INFO The Best Retirement and Estate Plans for Attorneys - 2017 (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Essentials of Chapter 7 & 13 Bankruptcy Practice (Philadelphia, Simulcasts, Live Webcast)

    Bankruptcy is one of the most viable areas of law for new attorneys and general practitioners. This basic program has been designed for those attorneys who do not normally handle bankruptcy cases or have not handled them recently and are looking for a basic foundation in bankruptcy law and procedure—specifically for Chapter 7 and 13 cases.

     

    What the new consumer bankruptcy practitioner
    needs to know

    • Initial client interview
    • Learn about 707(b) issues
    • Observe a mock 341 meeting
    • Master basic plan drafting
    • Examine the confirmation and post-confirmation proces
    • Know about motions practice
    • Discuss lien avoidance 

     

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

     

    Course Planners: James K. Jones, Esq., Patricia M. Mayer, Esq., Jana S. Pail, Esq.

     


     

    Related Products

    • Course Book (2017-9844) — $69
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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.

     

    ml/aj

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: July 21, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Essentials of Chapter 7 & 13 Bankruptcy Practice (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Intersection of Estates and Civil Litigation (Easton)

    Understand What Happens in Existing Litigation When a Litigant Dies

    • How does the litigation continue?
    • Does an estate need to be opened?
    • Do parties need to be substituted?

     

    Explore Wrongful Death and Survival Actions and the Subsequent Consequences on a Decedent’s Estate

    • Ensure your familiarity with these causes of actions and what is encompassed by each: proper parties, statute of limitations, etc.
    • Delve into the allocation of proceeds between Wrongful Death and Survival Action claims
    • Review inheritance tax implications and discuss issues related to valuation of proceeds from survival actions

     

    Analyze Tax Issues Associated with the Receipt of Litigation Proceeds

    • Look at allocation and reporting of the proceeds from pre- and post-death causes of action and what the death tax consequences are
    • Dig into income tax liability issues for estate beneficiaries

     

    Discuss the Ethical and Malpractice Issues for Estate Attorneys

    • Referral Fee Arrangements with litigation attorneys
    • Statute of Limitations Issues to consider

     


     

    Course Planner: Lisa A. Shearman, Esq.

     

    Related Products

    • Course Book (2017-9562) — $49
    • 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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    9562

    Formats Available: Video Replay
    Original Product Date: June 07, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Intersection of Estates and Civil Litigation (Easton)
    Collapse The Life of an Internal Investigation (Philadelphia, Simulcasts, Live Webcast)

    In today’s complex regulatory environment, small, medium and large corporate clients are conducting internal investigations more frequently than ever. No matter the size of the corporation, the investigations all have the same goal: to find out whether a problem exists, how big the problem is, and how to fix it.

     

    This program will provide the building blocks of an effective, but efficient, internal investigation in response to both internal complaint and external governmental or other queries.

     

    Learn how to handle:

    • Crisis management: putting out the fire
    • Answering the big questions:
      • WHO? Forming the investigation team together
      • WHAT? Defining the scope of the investigation and developing a communication plan
      • HOW? Identifying documents and witnesses
      • WHY? What are the issues and possible remedies?
      • WHEN? How to pace the investigation and what to tackle first

     

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

     

    Course Planner: Ellen C. Brotman, Esq.
     


     

    Related Products

    • Course Book (2017-9836) — $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.

     

    ml/aj

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: July 12, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Life of an Internal Investigation (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Medicaid Application Process (Easton)

    DISCOVER THE MANY FACETS OF MEDICAL ASSISTANCE PLANNING

    There are many facets of Medicaid benefits planning that must be mastered in order to successfully navigate the waters of this complicated area of law. This course will introduce you to the basics of Medicaid such as:

    • eligibility rules for single persons and married couples
    • spend-down techniques
    • asset transfer rules
    • basic planning strategies to help properly advise your clients -- and keep you from committing malpractice

     

    LEARN HOW TO COMPLETE THE PA 600L APPLICATION 

    You also need to convince the Department of Human Services of your client’s eligibility. Learn how to fill out the PA 600L application for Medical Assistance in a way that is most advantageous to your client. Gain practical knowledge of the process and pick up practice tips. You will come away knowing how to avoid common mistakes when completing the PA 600L in order to prevent unnecessary delays and efficiently obtain the desired result for your client.

     

    KNOW THE ISSUES, TIMELINES AND PLAYERS INVOLVED

    You’ll learn how to interface with the various players involved, deal with such issues as penalized gifts, caregiver agreements, prepaid funeral expenses, purchasing personal items for the applicant or spouse, post eligibility planning and post-death issues, including sale of an exempt home and dealing with filial responsibility. Prepare yourself now to guide your clients through what is often a very difficult time in their lives.

     

    TEST YOUR KNOWLEDGE WITH THESE QUESTIONS

    Exactly how does the Medicaid application process work?
    What are the medical and financial eligibility rules for singles and married couples in Pennsylvania?
    Which spend-down tactics are best for your client? 


     

    Course Planner: Julian E. Gray, Esq., CELA

     

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    • Course Book (2017-9706) — $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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    9706

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO The Medicaid Application Process (Easton)
    Collapse The Pain Puzzle: Putting the Pieces Together (Philadelphia, Simulcasts, Live Webcast)

    Doctors share cutting edge techniques for diagnosing and treating pain; lawyers show you how to use this information in your next case!

     

    Proving pain in a compensation context— how do you do it?

    Everyone has experienced pain but place it in a compensation context, and it is filled with controversy and doubt—it is “subjective,” with no objective diagnostic criteria. In a nutshell: pain is a challenging concept to prove.

     

    Understand the latest techniques for diagnosing and treating pain

    This unique program puts you in touch with a team of doctors and attorneys who provide an in-depth but easily understood overview of the diagnosis and treatments
    of pain syndromes, as well as tips on how to use this knowledge in representing your clients.

    • The pathophysiology of pain
    • Pain management techniques
    • Psychological issues in pain management
    • Complex regional pain syndrome (RSD)
    • Fibromyalgia and other pain syndromes
    • How to prove or defend a pain case 

     

     


     

    • 8:30 - 8:35
      • Welcome and Introduction
    • 8:35 - 9:15
      • The Pathophysiology of Pain
        • Pain generators
        • Are some people genetically pre-disposed to pain?
        • Objective tests for pain
    • 9:15 - 10:15
      • Pain Management Techniques
        • Physical treatments
        • Injections
        • Physical Therapy
        • Marijuana
        • Acupuncture
        • Surgery
        • Oral Medication
        • Neuromodulation
    • 10:15 - 10:30
      • Break
    • 10:30 - 11:00
      • Pain Management Techniques (Continued)
    • 11:00 - 11:45
      • Psychological Issues in Pain Management
        • Behavioral Therapy
    • 11:45 - 12:15
      • Lunch
    • 12:15 - 1:15
      • Complex Regional Pain Syndrome (RSD)
    • 1:15 - 1:45
      • Fibromyalgia and other Pain Syndromes
    • 1:45 - 2:00
      • Break
    • 2:00 - 2:30
      • Fibromyalgia and other Pain Syndromes (Continued)
    • 2:30 - 3:30
      • How to Prove or Defend a Pain Case

     

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    • Course Book (2017-9610) — $69
    • Podcast with credit — $279
    • Podcast no credit — FREE
    • On-demand video with credit — $279
    • 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.

     

    cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: June 23, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO The Pain Puzzle: Putting the Pieces Together (Philadelphia, Simulcasts, Live Webcast)
    Collapse Trial Evidence: Artistry & Advocacy in the Courtroom (Philadelphia, Simulcasts, Live Webcast)

    Tom Mauet uses his vast experiences as a trial lawyer, law professor and judge to help you organize evidence in the way it should be—from the judge’s perspective. Mauet frames his presentation by using the “3R’s”: Is it relevant? Is it reliable? Is it right? This comprehensive and entertaining program is enhanced by a continuous visual presentation and a detailed evidence manual. Don’t miss this opportunity to learn from an experienced litigator, judge, professor and best-selling author —and a compelling CLE instructor!

     

    5 Reasons to make this your indispensable guide to succeeding at trial

    • First steps – what to do as soon as evidence problem arises
    • Making objections that persuade the judge
    • Establishing proper foundations for witnesses and exhibits
    • 9 steps of expert testimony admissibility
    • Understanding the hearsay/non-hearsay dichotomy
    • 7 impeachment methods and rehabilitation

     

    Program Sponsor: PBA Civil Litigation Section 

     


     

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    To inquire about course material purchases please contact the PROFESSIONAL EDUCATION GROUP, at (800) 229-CLE1 (2531) or shop online at www.proedgroup.com.

     

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    9451

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

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

  • MORE INFOMORE INFO Trial Evidence: Artistry & Advocacy in the Courtroom (Philadelphia, Simulcasts, Live Webcast)
    Collapse Using and Abusing the Residential Agreement of Sale (Easton)


    The Pennsylvania Association of REALTORS® (PAR) residential agreement of sale is the #1 contract used in the Commonwealth of PA. Come review the latest changes and interpretations of this complex and ever-changing form. Our panel of experts, including Brett Woodburn, Counsel to PAR, will review the provisions most commonly used and abused, adding tips and tricks to better represent your clients.

     

    Examine new and misused parts of the PAR form, 
    including

    • Dates 
    • Appraisal addendum 
    • Inspection clauses 
    • Resales in condos and planned communities 
    • Seller’s disclosure form 
    • Legal descriptions 
    • Broker disclosure addendum

     

    PBI is pleased to cosponsor this program with the PBA Real Property, Probate and Trust Law Section

     


     

    Course Planners: Marshal Granor, Esq., Brett M. Woodburn, Esq.

     

    Related Products

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    • 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.

     

    lm/bkt

    9705

    Formats Available: Video Replay
    Original Product Date: June 05, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Using and Abusing the Residential Agreement of Sale (Easton)
    Collapse Whistleblowers: The Challenges, Risks, Rewards, and Protections (Philadelphia, Simulcasts, Live Webcast)

    Whistleblower litigation is emerging as a rapidly growing area of the law, with new developments almost on a daily basis.

     

    Explore the legal, practical and ethical issues that a whistleblower discovers illegal and otherwise illegal and improper practices in the workplace.

     

    A diverse panel of experienced practitioners will discuss:

    • Strategies for litigation under the federal False Claims Act and other similar state statutes
    • IRS and SEC programs that reward an informant based upon the amounts recovered on account of the information provided
    • Whistleblower protections against firing, discipline, or other retaliation under:
      • The Pennsylvania Whistleblower Law and other states' laws
      • Federal workplace protections, including those under the False Claims Act, the 2013 Defense Authorization Act, and other federal whistleblower protection statutes covering a wide range of industry sectors
    • The lawyer (in house counsel and otherwise) as whistleblower
    • The whistleblower's use of otherwise confidential documents
    • Negotiating settlement of whistleblower-retaliation claims

     

    Course Planner: Anthony J. Bolognese, Esq., David J. Caputo, Esq.

     


     

    Related Products

    • Course Book (2017-9958) — $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.

     

    cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: November 07, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Whistleblowers: The Challenges, Risks, Rewards, and Protections (Philadelphia, Simulcasts, Live Webcast)
    Collapse Winning Numbers (Philadelphia, Simulcasts, Live Webcast)

    Make sense of accounting concepts and practices to resolve legal problems

    Financial, business and accounting issues are at the heart of many legal problems. This nationally-acclaimed seminar goes well beyond traditional “debit and credit” to offer you a refreshing perspective and simple solutions for wading through complicated rules, terminology and analysis. The comprehensive course materials are carefully designed with numerous checklists and worksheets to help you make your practice more effective and self-assured.

     

    Determine how to detect financial statement manipulation

    Discover how common business transactions are summarized in financial statement form. Learn John Moore’s proven methods for working effectively with statements offered by your client, your opponent, experts…even your firm’s accountant. A carefully constructed series of informative aids will assist you in the prevention and detection of financial statement manipulation and Moore’s simple, but insightful checklists will help you analyze a complete set of “time value of money” concepts.

     

    Review case studies to reveal hidden pitfalls in financial statements

    The practical illustrations used throughout the day will shed new light on accounting concepts as they are applied to legal issues. John Moore’s presentation features concrete examples that are useful to every practicing attorney, regardless of specialty.

     

    Attend, and like your colleagues, you, too, will rave

    • His enthusiasm and energy were contagious.
    • John made this complex subject interesting and entertaining.
    • Absolutely the best speaker!

     


     

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    Each registrant is guaranteed a set of materials prepared by the presenter for this course. Tape recording of this seminar is not permitted. This seminar is copyrighted. To inquire about professional recordings or course material purchases, please contact THE PROFESSIONAL EDUCATION GROUP, at (800) 229-CLE1 (2531) or shop online at www.proedgroup.com

     

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    9978

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: May 25, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Winning Numbers (Philadelphia, Simulcasts, Live Webcast)