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Collapse Elections and Disclaimers in Estates: Maximizing Benefits (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

 

Course Planners: Jennifer L. Rawson, Esq., Lisa A. Shearman, Esq.

 

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: Maximizing Benefits (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 For the Love of Deeds (Pittsburgh, Simulcasts, Live Webcast)

    Learn the fundamentals of deed drafting and recording

    This course, taught by the deed experts Erin Fagnilli and Frank Kosir will cover everything an attorney needs to know about deeds, including:

    • Manners in which title can be held
    • Types of estates in title
    • The common-law deed
    • Deed procedures
    • How to tailor model language to your client’s circumstances
    • Plus much, much more!

     

    PBI Press book Fagnilli and Kosir on Deeds – 2nd Edition (an $89.00 value) is included with your tuition.

     

    10077-hdo/sy

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 14, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO For the Love of Deeds (Pittsburgh, Simulcasts, Live Webcast)
    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

     

    10137-cap/bh

    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 Municipal Law Update 2018: The Best of the Municipal Law Colloquium (Mechanicsburg, Simulcasts, Live Webcast)

    Brush up and refresh your municipal law knowledge

    If you didn’t have a chance to attend last summer’s Municipal Law Colloquium, this is your opportunity to take part in a reprise of some of the most lauded sessions from that program.

     

    Something for everyone!

    This seminar provides ample opportunity for both new and experienced solicitors to catch up on recent developments and explore the most important issues in depth

     

    Topics:

    • Recent Developments
    • Municipality’s Obligation of 'Good Faith Dealing' in Processing Subdivision and Land Development Applications
    • Role of the Solicitor (Ethics)
    • Right to Know Law/Sunshine Act
    • Common HR Questions for the Solicitor
    • Industrial Blight

     

    10079-hdo/sy

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: January 10, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Municipal Law Update 2018: The Best of the Municipal Law Colloquium (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

     

    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 Impact of Act 170 on LLCs, LLPs, LPs and GPs (Mechanicsburg, Simulcasts, Live Webcast)

    PBI marks the one-year anniversary of Act 170 with a program that delves into the impact that the legislation has had on Pennsylvania business formation and operation.

     

    Members of the Title 15 Task Force that drafted the legislation and created the model forms reunite to analyze and comment on the evolving impact that Act 170 is having on your practice.

     

    • The new forms and provisions
    • Nonprofit and Benefit Entities
    • Derivative suits
    • Transfer of Interests and Governance Rights
    • Charging Orders
    • New Filings Defining Authority
    • Full Shield Protection for Partners
    • Elimination or Alteration of Fiduciary Duties
    • Dissociation and dissolution of an LLC

     

    10036-cap/sat

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 20, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Impact of Act 170 on LLCs, LLPs, LPs and GPs (Mechanicsburg, Simulcasts, Live Webcast)