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Collapse 19th Annual Estate & Elder Law Symposium (Philadelphia, Simulcasts, Live Webcast)

Take advantage of “the Best of” two of PBI’s most popular Institutes

In this one-day Symposium we feature some of the most popular sessions from our annual Estate Law Institute and Elder Law Institute. Whether you have a general practice or you concentrate in estate law, elder law or both, you’ll find this course offers just what you need. You’ll pick up important practice tips and the latest developments. Break-out sessions at each of our conference centers make it easy for you to choose the topics that interest you the most. You can also join us on the web or at any of our simulcast sites for a selected track of great topics.

 

Register today so you can

  • Learn the latest developments in estate and elder law
  • Customize your program – you choose the topics that matter most to you
  • Get an excellent course manual full of updated, practical resource material
  • Enjoy networking with your colleagues during our continental breakfast, lunch and refreshment breaks

 

Program Sponsor: PBA Real Property and Probate and Elder Law Sections

 

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Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
Original Product Date: February 22, 2018
On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO 19th Annual Estate & Elder Law Symposium (Philadelphia, Simulcasts, Live Webcast)
    Collapse 2018 Medical Marijuana and Hemp Law Symposium (Philadelphia, Simulcasts, Live Webcast)

    Don’t miss this first annual, day-long event! With an estimated value of $150 million, Pennsylvania’s medical marijuana industry continues to have a sweeping impact across the state. Join our panel of experts and hear about the latest developments in Pennsylvania’s medical marijuana program and how this emerging industry is impacting other areas of legal practice. From employment issues to zoning challenges, attorneys in various practice areas are encountering and dealing with the effects of one of Pennsylvania’s newest industries. With leading experts in the legal, medical and government sectors, the Symposium will provide a multifaceted look at how the industry and Pennsylvania’s implementation of its program has and will continue to impact the state.

    • Update on Medical Marijuana Litigation and Legal Issues
    • Municipal, Employment and Health Law Issues
    • The Business of Medical Marijuana—Commercial Leases, Investment Issues, Liability
    • The Medical Community’s Perspective
    • Regulations, Government Oversight and Transparency
    • How Program Challenges Have Been Met By Other Jurisdictions

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 16, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO 2018 Medical Marijuana and Hemp Law Symposium (Philadelphia, Simulcasts, Live Webcast)
    Collapse 21st Annual  Family Law Update (Lebanon)

    This annual program includes the latest trends, the newest case law, legislation, and procedural rules. Realizing that knowing the most recent developments can make all the difference in litigation strategy and settlement negotiations, gives an edge over your opponents!

     

    Each of our panels includes a sitting judge who offers important insight as to what courts in their area have noted within the twelve months.

     

    Pick up valuable practice tips on

    • Support
    • Custody
    • Equitable distribution
    • Alimony

     

    Program Sponsor: PBA Family Law Section

     

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    Formats Available: Video Replay
    Original Product Date: December 12, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO 21st Annual  Family Law Update (Lebanon)
    Collapse Civil Litigation Update 2018 (Philadelphia, Simulcasts, Live Webcast)

    Enhance your practice with updates in key areas of civil litigation, fine tune your knowledge, and learn from leading practitioners.

     

    Analyze recent important decisions from the Pennsylvania state and federal courts and maximize your time with relevant updates, valuable practice tips and convenient locations.

     

    Topics to be covered:

    • Motor vehicle law
    • Products liability
    • Recent legislation
    • Ethical issues
    • Developments in PA civil procedure

     

    Program Sponsor: PBA Civil Litigation Section

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 15, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Civil Litigation Update 2018 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Death & Taxes (Philadelphia, Simulcasts, Live Webcast)

    Discover new ways to save your client’s money

    Examine the Pennsylvania inheritance tax return and learn how to utilize exemptions and deductions to save your client’s money.

     

    Walk through the Pennsylvania inheritance tax return. Get practical information!

    On a step-by-step basis, examine each line of the PA inheritance tax return and compare/contrast that filing with the federal estate tax return.

     

    Learn the basics of inheritance tax returns

    • The assets included in the taxable estate
    • The deductions of the estate
    • How assets are valued, including family businesses
    • Calculation of inheritance taxes

     

    Program schedule

    Overview/Reconciliation; Real Estate; Stocks/Bonds/Notes/Cash; Closely Held Businesses; Jointly Held Property; Non-probate, Misc.; Funeral & Administrative Expenses, Debts, Liens; Charitable Bequests; and Life Estates/Annuities

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 01, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Death & Taxes (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!

     

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    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 Family Law 101 (Mechanicsburg, Simulcasts, Live Webcast)

    Receive practical step-by-step instruction on approaching domestic relations practice

    You will receive practice pointers from seasoned practitioners and learn the questions to ask and when you should ask them. Forms will be discussed as well as tips to effectively represent your client.

     

    Topics to be covered:

    • Pre-nuptial agreements
    • Divorce
    • Support
    • Custody
    • Equitable distributions
    • Interim relief
    • Appeals

     

    Program Sponsor: PBA Family Law Section

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 13, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Family Law 101 (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse From File to Trial: 8 Keys to Success in Court and Beyond--Featuring Hon. Mark A. Drummond (Philadelphia, Simulcasts, Live Webcast)

    Illinois trial judge and nationally acclaimed trial advocacy instructor, Hon. Mark Drummond, brings cutting edge persuasion tools with techniques he has acquired through his training around the world combined with ideas from outside the courtroom. Since most civil and criminal cases resolve before trial, this program also focuses on tips and techniques that apply to motions, discovery, depositions and appeals, in addition to the actual trial of the case. Hon. Mark Drummond has devoted the last 30 years to the art of persuasion and brings you persuasion techniques that you can use from the day the case comes into your office to verdict.

     

    Master persuasion tools and techniques

    • Make a good first impression with opposing counsel, the judge and the jury
    • Discover the top ten things a judge wants during a trial
    • Acknowledge the hierarchy of the attention in the courtroom
    • Understand the power of the Trial Notebook
      and more!

     

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

     

    Program Sponsor: PBA Civil Litigation Section

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 02, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO From File to Trial: 8 Keys to Success in Court and Beyond--Featuring Hon. Mark A. Drummond (Philadelphia, Simulcasts, Live Webcast)
    Collapse Handling the Workers

    JOIN PBI FOR AN EYE-OPENING DAY OF INSTRUCTION!

    Are you new to the practice? Experienced but interested in “refreshing” your skills? Dabbling in comp practice but hoping to do more? Our “boot camp” seminar takes you step-by-step through a simulated case, so that you know exactly what to expect and how to prepare for your first (or 100th!) workers’ comp case.

     

    LEARN FROM EXAMPLE AS YOU WATCH A CASE UNFOLD

    Relax in your seat and watch a typical comp case proceed from claim to negotiation to compromise and release. After each skit, the panel gathers for a lively exchange as the actions in the preceding skit are analyzed and evaluated.

     

    ESTABLISH AND REVITALIZE YOUR PRACTICE AS YOU LEARN:

    • How to conduct client conferences, depositions, and hearings
    • How to use investigative services and the Internet to make or break a case
    • What criteria a judge will use to decide a questionable case
    • All about comp forms and filings—what’s required when, and where to file

     

    MAKE THE BOOK YOUR PREFERRED DESK MATE!

    • The law and procedure 
    • Rules and regulations 
    • Internet sources 
    • A “jargon” glossary 
    • Sample documents!

     

     

    • 8:25 - 8:35
      • Welcome & Announcements 
    • 8:35 - 8:50
      • Introduction to Workers’ Compensation Law 
    • 8:50 - 9:45
      • Initial Presentation of Claim 
    • 9:45 - 10:00
      • Break 
    • 10:00 - 11:45
      • Litigation 
    • 11:45 - 12:30
      • Lunch 
    • 12:30 - 12:45
      • Argument 
    • 12:45 - 1:30
      • The Ruling and Appeal Process 
    • 1:30 - 1:50
      • Other Petitions that Can Be Filed Subsequent to the Acceptance of the Claim or the Granting of a Claim Petition 
    • 1:50 - 2:05
      • Break 
    • 2:05 - 3:10
      • Filing and Litigation of a Modification Petition/Attempts to Limit Exposure 
    • 3:10 - 3:25
      • Negotiation between Parties to Settle or Mediate 
    • 3:25 - 3:30
      • Compromise & Release 
    • 3:30 - 3:45
      • Questions & Answers 

     

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

     


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

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

  • MORE INFOMORE INFO Handling the Workers
    Collapse How to Prepare the Pennsylvania Inheritance Tax Return (Mechanicsburg, Simulcasts, Live Webcast)

    Sample filled-in returns included

     

    After starting off with a refresher on Pennsylvania inheritance tax law, you’ll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.

     

    This program is a great opportunity to:

    • Be sure you’ve picked up every deduction and credit available to you
    • Get practical tips about the documentation you should be attaching to your returns and the reasons it matters
    • Be updated on all that’s new
    • Brush up on what is and what is not subject to tax
    • Get tips for handling trusts, annuities, mutual funds & other nonprobate assets
    • Clarify how and when the new family-owned business exemption is used
    • and more!

     

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

     


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

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO How to Prepare the Pennsylvania Inheritance Tax Return (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Internet Legal Research 2018 (Philadelphia, Simulcasts, Live Webcast)

    Gather the critical knowledge needed to:

    • Analyze the pros and cons of free versus pay resources
    • Distinguish good information from the bad
    • Narrow down your search results
    • Access information available in the deep/invisible web
    • Ethically pursue information
    • Understand the limitations of social media searching
    • Evaluate the plethora of research apps for mobile devices

     

    Explore free and paid online resources

    The amount of information available on the web is staggering; making a simple web search overwhelming.

    • Identify techniques to efficiently comb through the vast amount of online data
    • Receive pointers to narrow your search results
    • Discover resources to perform traditional and deep/invisible web searches

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: February 13, 2018
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Internet Legal Research 2018 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Law of Guns in Pennsylvania 2017 (Philadelphia, Simulcasts, Live Webcast)

    Gun laws are still the most controversial issue facing today's practitioner

     

    In this course, the faculty will address:

    • What Counsel needs to know when your case meets a media feeding frenzy
    • Special concerns in defending VUFA and GCA charges
    • The Lethal Weapons Training Act 235 certification and License to Carry Firearms; open carry, carry without a license and Mens Rea
    • Approaches to the 'traditional' dispossessory regulations including mental health criteria
    • What the latest appellate court decisions, state and federal, mean to you and your clients
    • Due process and the right to keep and bear arms
    • Principles of Justification and the Castle Doctrine, illustrated in shoot / no-shoot video scenarios
    • Board of Pardons and Parole procedures and concerns - how the Board works and what it expects your presentation to address
    • License to Carry Firearms issuance and revocation - what you can do for your client and how to do it

     

    Special guest speaker:
    Lieutenant Governor of Pennsylvania

     

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

     

    10060
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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 20, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Law of Guns in Pennsylvania 2017 (Philadelphia, Simulcasts, Live Webcast)
    Collapse Powers of Appointment: A Useful Estate Planning Tool (Philadelphia, Simulcasts, Live Webcast)

    One of the most valuable, but also most underutilized, estate planning tools is the power of appointment. They allow the holder to appoint property held in Trust to a specified group of individuals or organizations. Powers of appointment can add a great deal of flexibility to an estate plan. However, in the case of any power of appointment, the creation and manner of exercise is critical.

     

    You will learn about:

    • The recent addition of Chapter 76 to the Probate, Estate & Fiduciaries Code
    • The advantages and disadvantages of powers of appointment
    • General powers and special/limited powers of appointment
    • The practical uses of a power of appointment
    • Proper exercise of a power of appointment

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 08, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Powers of Appointment: A Useful Estate Planning Tool (Philadelphia, 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

     

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    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 Strategic Negotiator (Philadelphia, Simulcasts, Live Webcast)

    Taught by Nina Meierding, one of the top-rated negotiation speakers in the country

     

    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

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 27, 2018
    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 Tips from the Bench: How 25 Recent Cases Influence the Way We Draft Contracts (Philadelphia, Simulcasts, Live Webcast)

    This full-day program analyzes 25 recent contract cases from Delaware Chancery, federal courts, and other jurisdictions across the country to glean practical drafting advice straight from the pens of judges who deciphered the provisions at issue. Using the original text of the litigated provision, the arguments of both parties as to the “correct” interpretation, and the ultimate judicial rendering of it, we’ll make practical recommendations on substance and style for these types of provisions:

     

    • indemnification
    • earnouts
    • drag alongs
    • limitations of liability
    • liquidated damages
    • restrictive covenants
    • browse wrap licenses
    • click wrap licenses
    • arbitration
    • assignment
    • forum selection
    • governing law
    • and much more!

     

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    9868

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: December 18, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 6.00 hours Substantive Credits

  • MORE INFOMORE INFO Tips from the Bench: How 25 Recent Cases Influence the Way We Draft Contracts (Philadelphia, Simulcasts, Live Webcast)
    Collapse Understanding Social Security Retirement 2018 (Philadelphia, Simulcasts, Live Webcast)

    Learn when to apply

    Choosing when to retire is one of the most important decisions you or your clients will make in their lifetime. Determining how much money is available from Social Security may be a huge factor in that decision. Today, about 56 million people receive monthly Social Security benefits. How and when should you claim these benefits? This course dispels the myths and focuses on the practical realities of Social Security benefits – both for yourself or your client. Get a practical overview, tips for planning and advice for handling all kinds of complicated questions and situations.

     

    Get tips on 

    • Eligibility for retirement benefits 
    • Deadlines 
    • Amount and duration of benefits 
    • Exceptions 
    • Overpayments and waivers 
    • Special situations that create changes

     

    Program Sponsor: PBA Elder Law Section

     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: January 25, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Understanding Social Security Retirement 2018 (Philadelphia, Simulcasts, Live Webcast)