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Collapse Advising the Closely Held or Family Owned Business (Philadelphia, Simulcasts, Live Webcast)

LEARN STRATEGIES TO PREVENT THE MOST DANGEROUS AND DIFFICULT EMPLOYMENT LAW COMPLIANCE PROBLEMS

  • Help your clients design and implement procedures to prevent ADA and FMLA issues
  • Understand exempt/non-exempt/independent contractor classification requirements and risks
  • Understand the new overtime and “off the clock” issues
  • Learn how to minimize employment compliance risks through documentation strategies

 

PROTECTING YOUR CLIENT’S “SECRET SAUCE”

  • What every lawyer needs to know, and advise their clients, about hacking and cybersecurity
  • Computer and technical strategies to protect customer lists, manufacturing processes, business plans and other proprietary information, from disclosure by employees and other insiders

 

EXPLORE HOW YOUR CLIENT CAN MINIMIZE COMMERCIAL LITIGATION RISKS

  • Understand key contracting strategies for both sellers and buyers of goods and services, such as:
    • Contract drafting and structure strategies
    • Liability and damage limitations
    • Breach of contract and collection issues
    • Litigation versus arbitration/mediation
  • Winning the “he said/she said” battles
  • Minimizing email risks

 

SUCCESSION PLANNING CONSIDERATIONS 

  • How listening to your client can help you to devise an optimal succession plan
  • Overview of legal, business and tax considerations
  • How family dynamics can impact the development and implementation of succession plans 

 



Course Planners: William E. Lestitian, CPA, Esq., Michael G. Trachtman, Esq.

 

Related Products

  • Course Book (2017-9565) — $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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Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: April 25, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Advising the Closely Held or Family Owned Business (Philadelphia, Simulcasts, Live Webcast)
    Collapse How to Handle Small and Insolvent Estates (Mechanicsburg, Simulcasts, Live Webcast)

    Are you dealing with an “estate”?

    Learn how to evaluate a case to determine if you need to open an estate and whether it is safe to simply “walk away” from a decedent’s creditors.

     

    Who gets paid?

    When the decedent’s debts exceed his assets, in what order are the assets distributed?

     

    Is it in your client’s best interest to serve as a personal representative?

    Learn the appropriate things to take into consideration when advising your client and what other alternatives are available

     

    Learn the Steps to

    • Identify an insolvent estate
    • Determine who gets paid and in what order
    • Resolve disputes
    • Determine alternatives and procedures for handling these estates
    • Deal with creditors’ claims

     

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


     

    Course Planner: Susan Mondik Key, Esq.

     

    Related Products

    • Course Book (2017-9640) — $39
    • Podcast with credit — $179
    • Podcast no credit — FREE
    • On-demand video with credit — $179
    • 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: April 24, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO How to Handle Small and Insolvent Estates (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Mechanics

    Receive a refresher and get the latest updates on the Mechanics’ Lien Law.

     

    The 2007 amendments Pennsylvania’s Mechanics’ Lien Law made dramatic alterations to that law, changing, and in some cases, reversing, the balance of power among owners and claimants. But those amendments were only the beginning. If the 2007 amendments were a revolution, the ten years that followed brought an almost constant evolution of the law. In addition to the four sets of amendments the General Assembly made over that period, faced with a steady stream of mechanics’ lien cases, the courts have contributed significantly to what is a very different looking Mechanics’ Lien Law landscape.

     

    This course provides a framework for attorneys new to mechanics’ liens in Pennsylvania as well as an up-to-the-minute update on recent case law and legislation that will be valuable to even the most experienced practitioners.

    • Find out about the latest developments in the Pennsylvania Contractor and Subcontractor Payment Act
    • Hear the differencing perspectives on the Mechanics’ Lien Law from counsel for claimants, owners and lenders.
    • Learn about some of the ethical considerations that apply in working with mechanics’ liens

     

    Discuss and learn the answers to the following questions:

    • How have the courts been applying the Supreme Court’s 2014 Bricklayers decision, and how should counsel proceed in the face of what sometime appear to be inconsistent approaches by the lower courts?
    • What have we learned in the first months of operation of the State Construction Notices Directory and what legal issues are likely to arise as we move forward?
    • How do you preserve and perfect or defend against a lien claim?
    • When may lien rights still be waived?
    • What are the practical considerations when the Mechanics’ Lien Law and bankruptcy intersect?

     


     

    Course Planners: Stanley B. Edelstein, Esq.

     

    Related Products

    • Course Book (2017-9425) — $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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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: June 19, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Mechanics
    Collapse Medicare ABCs and D (Mechanicsburg, Simulcasts, Live Webcast)

    Explore how Medicare works

    Join us for a general overview of Medicare health care coverage. Instructor Bill McKendree, Supervisor of the Apprise Program of Allegheny County, will explain: eligibility and enrollment in Medicare, the various components (Parts A , B and C, Medigap plans, Medicare Advantage plans, and Part D prescription drug plans); the characteristics and function of each component; how they interact within the Medicare system; and how to compare and evaluate the available options.

     

    Find answers for all your questions

    1. How do my clients or I make the best selection of health care coverage?
    2. How does Part D prescription drug coverage work?
    3. Will I need additional insurance coverage for things Medicare does not cover?
    4. How do I integrate Medicare coverage with private insurance products?
    5. What changes may be coming under the Trump administration?

     

    Program Sponsor: PBA Elder Law Section 

     


     

    Related Products

    • Course Book (2017-9817) — $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.

     

    lm/bkt

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

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Medicare ABCs and D (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse My Client

    Know what to do when you get the call

    The family of your deceased client calls to ask you, “What do we do now?” In this practical seminar, our experienced faculty, including a funeral director, will go beyond estate administration basics and deal with other “death questions” that often arise. They will take a look at common issues that arise for a decedent’s family, and they’ll offer practical solutions for resolving those issues and identifying resources for finding answers. Delve into these topics:

    • Getting started with your client
    • Dealing with probate assets
    • Setting up bank accounts
    • Handling non-probate assets
    • Funeral and burial issues
    • Getting rid of stuff – real and personal property
    • Settling with creditors – getting the bills paid
    • Wrapping up the estate – family settlements

     

    Program Sponsor: PBA Real Property, Probate & Trust Law Section

     

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

     

    Course Planners: Carol Ryan Livingood, Esq., Todd T. Jordan, Esq.


     


     

    Related Products

    • Course Book (2017-9816) — $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.

     

    lm/bkt

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

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

  • MORE INFOMORE INFO My Client
    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 Intersection of Estates and Civil Litigation (Philadelphia, Simulcasts, Live Webcast)

    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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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 10, 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 (Philadelphia, Simulcasts, Live Webcast)
    Collapse The Nuts and Bolts of a Title Insurance Claim (Mechanicsburg, Simulcasts, Live Webcast)

    The unique nature of title insurance makes claims handling and litigating challenging, but it also allows one to be creative in solving title problems. Join a panel of experienced attorneys who investigate and litigate these claims, as they walk you through the basic steps of filing and defending a claim.

     

    A “nuts and bolts” look at—

    • The title insurance policy itself—what it is, who it benefits, coverage exceptions and limitations
    • The “top ten” title insurance claims from a lender’s policy perspective—including unrecorded mortgages, mortgages with missing or insufficient legal descriptions, mortgages and other liens from prior owners remaining of record
    • Initiating a claim—how and when to initiate a claim, what support to include with the claim, the “etiquette” for contacting the title insurer
    • The response of the title insurer to a claim—options, what the claimant can expect to hear.
    • Resolving the claim—typical tactics, communication with assigned counsel

     

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


     

    Related Products

    • Course Book (2017-9697) — $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: June 20, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO The Nuts and Bolts of a Title Insurance Claim (Mechanicsburg, Simulcasts, Live Webcast)
    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 

     


     

    Related Products

    • 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 The Strategic Negotiator (Philadelphia, Simulcasts, Live Webcast)

    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 

     


     

    Related Products

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

     

    clw/eb
    9744

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: May 09, 2017
    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)
    Collapse Workers

    Members of the PBA Workers’ Compensation Section Bench Bar Committee, a distinguished panel of statewide Workers’ Compensation judges and experienced practitioners, will discuss the recommendations of the committee. This program will provide an inside view of recommendations for streamlining procedures.

     

    Don’t miss this opportunity to hear the “views from the bench,” as well as valuable advice from experienced practitioners.

     

    Review the Committee’s recommendations with emphasis on the areas that most impact practitioners:

    • Mediation
    • Practice and procedure
    • WCAIS

     

    Program Sponsor: PBA Workers' Compensation Section

     

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


     

    Related Products

    • Course Book (2017-9831) — $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/bh

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: May 17, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Workers