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Erie
Collapse Elections and Disclaimers in Estates (Philadelphia, Simulcasts, Live Webcast)

Learn how to effectively use disclaimers in your estate practice

  • Know the risks and benefits of disclaiming an interest and what the effects are
  • Explore special situations related to spousal disclaimers, disclaimers of jointly held property and disclaimers by fiduciaries

 

Gain a better understanding of estate and inheritance tax elections

  • Stay up to date with the latest changes in state and federal tax law that could impact the administration of an estate
  • Get practical tips on how to avoid unwanted problems and adverse tax consequences for your client

 

Choose the best strategies for using income tax and business elections

  • Get practical tips on post mortem planning 
  • Learn how to utilize the election under Section 645 and pick up ways to maximize fiduciary income tax elections

 

9937-ae

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

  • MORE INFOMORE INFO Elections and Disclaimers in Estates (Philadelphia, Simulcasts, Live Webcast)
    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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    9717D

    Formats Available: Video Replay
    Original Product Date: October 27, 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 How to Comply with the New Rules on Pennsylvania Court Filings (Philadelphia, Simulcasts, Live Webcast)

    Effective January 6, 2018—changes are coming in Pennsylvania and appellate courts. Lawyers will be required to redact confidential and sensitive information in all court-filed documents. Creating uniform standards and specifying the types of safeguarded information, lawyers will be subject to sanctions for failure to comply with this new policy.

    • Understand the development of the public access policy
    • Learn about how the policy is applied locally and the inconsistencies amount different counties
    • Find out how to handle court filings as the new policy goes into effect
    • Gain practical tips and techniques for complying with the new policy
    • Analyze the specific requirements under the new policy and what sanctions may be imposed for non-compliance

     

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



    10062-et

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

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

  • MORE INFOMORE INFO How to Comply with the New Rules on Pennsylvania Court Filings (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. 

     

    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 Special Needs Trusts (Erie)

    A Special Needs Trust is a specialized trust made for the benefit of someone with a disability, enabling them to have assets held in trust for them. If properly drafted, those assets are not considered countable assets for purposes of determining eligibility for certain government benefits programs. These trusts are used frequently in personal injury case settlements providing for additional lifetime care over and above the basic government benefits that might be available. In estate planning, these trusts are often incorporated into plans providing care for family members without risking the loss of benefits for which they are eligible.

     

    Identify the types of special needs trusts and how to choose the most appropriate type

    • Trust funded with disabled beneficiary’s assets
    • Trust funded with third party assets
    • Pooled trusts
    • ABLE Accounts

     

    Identify the requirements of each type of trust

     

    Learn how to draft and administer special needs trusts

    • Selection of trustee
    • The role of the corporate fiduciary in administering SNTs
    • Relationships with trustee
    • Creation
    • Operation
    • Taxes
    • Administrative issues

     

    Identify situations where special needs trusts are helpful

    • Personal injury settlements
    • Divorce
    • Estate and trust plans
    • Know when to establish a pooled trust through a nonprofit agency
    • Planning for care of disabled persons

     

    Understand the interplay between various government entities and special needs trusts

    • Pennsylvania Department of Human Services and special needs trusts (Medicaid)
    • Social Security Administration and special needs trusts (SSI)

     

     

    Course Planners: Nora Gieg Chatha, Esq., Dennis C. McAndrews, Esq., Lesley M. Mehalick, JD, LL.M.

     

    9859-ml/aj

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Special Needs Trusts (Erie)
    Collapse Super Stars of Litigation: A Day on Personal Injury (Erie)

    Personal injury lawyers focus their practice on cases related to psychological or physical injuries. They work to ensure that their client’s rights are protected and that the client receives a fair settlement to compensate for their injuries.

     

    Attend this day filled with important topics presented
    by some of the top litigators in the state

    • Negotiations - Charles J. Schleifer, Esq. 
    • Catastrophic Injury Case - Edward A. Greenburg, Esq. 
    • Medical Malpractice - Robin Schleifer Weiss, Esq. 
    • Workers’ Compensation - Jerry M. Lehocky, Esq. 
    • Ethical Consideration in Representing Contingent Fee Case - Howell K. Rosenberg, Esq. 
    • Premise Liability - Scott J. Tredwell, Esq. 
    • Trial of the UIM/Bad Faith Case - James C. Haggerty, Esq., Steven M. Schorr, P.E., Stuart J. Setcavage, Paul Null
    • Cross Examination - Mark W. Tanner, Esq. 
    • Evidence - Kenneth M. Rothweiler, Esq. 
    • Closing Arguments - Robert J. Mongeluzzi, Esq.

     

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

     

    Tuition includes course book and lunch. Course materials are available for separate purchase.

     


     

    cap/bh
    9949

    Formats Available: Video Replay
    Original Product Date: November 30, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits, 1 hour Ethics Credits

  • MORE INFOMORE INFO Super Stars of Litigation: A Day on Personal Injury (Erie)
    Collapse The Basics of UM/UIM and Limited Tort (Erie)

    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: Video Replay
    Original Product Date: November 15, 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 (Erie)
    Collapse Trial Evidence: Artistry & Advocacy in the Courtroom (Erie)

    This is a video replay of a pre-recorded event.

     

    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

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

    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.

     

    clw/eb
    9451

    Formats Available: Video Replay
    Original Product Date: December 06, 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 (Erie)