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Indiana
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 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 Tough Problems in Workers

    Every other spring, we offer this program designed specifically by and for the experienced workers’ compensation practitioner. Explore how your colleagues across the state are handling these matters, and what judges think. Review recent decisions and how they affect you, your clients and your practice.

    • Identify this year’s tough problems
    • Hear from experienced lawyers and judges as they examine the various issues
    • Gain insight into the cases that have been decided and their impact
    • Insights and tips from both perspectives
       

     

    This course has been approved for 3 CE credits for Title Insurance agents. 

     


     

    Related Products

    • Course Book (2017-9709) — $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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    9709

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 03, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Tough Problems in Workers
    Collapse Wills of the Rich and Famous (Philadelphia, Simulcasts, Live Webcast)

    Gain insight into the lives of some of the world’s best-known figures and glean creative approaches to offer your clients.

     

    Discuss fundamental principles to consider when drafting
    and executing Pennsylvania wills.

     

    Illustrated by an examination of wills of the rich, famous
    and just plain weird, you will receive important information
    to assist you in your practice.

     

    Program topics will include

    • The proper form of a will.
    • How do you protect a will from a contest based on incapacity?
    • What constitutes proper execution?
    • Why you must specifically address personal effects
      in the will.
    • How to properly draft gift provisions—including general and specific bequests, class gifts, residuary bequests, etc.
    • How to properly disinherit someone.
    • What administrative provisions must be included?
    • The proper drafting of tax clauses.

     

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


     

    Related Products

    • Course Book (2017-9820) — $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: June 08, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Wills of the Rich and Famous (Philadelphia, Simulcasts, Live Webcast)