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Collapse 15th Annual Nonprofit Institute (Philadelphia, Simulcast)

Special Tuition Available

$225 - Nonprofits grossing $500,000 or less

$150 - Nonprofits grossing $100,000 or less

To register, please call customer service at 1-800-932-4637

 


 

Join your colleagues

There is so much happening in the nonprofit sector, and PBI’s Nonprofit Institute is THE annual program that allows you to network, learn and build a program that fits your needs. Join us in Philadelphia and select from many different sessions or sign up at a simulcast site convenient to you and get a six hour program, including ethics, focused on the latest hot topics for nonprofits. Walk away with a course manual of valuable resources and get re-charged with new ideas to take back to your clients and your nonprofit staff!

 

Hear from:

  • Lawyers with expertise in nonprofit law
  • Nonprofit directors, staff and board members
  • Nonprofit regulators
  • Other professionals with unique insights for the nonprofit sector

 

Find something for everyone

  • Select sessions that fit your interests and practice
  • The Basics! – Join us for a basic level track on starting and running a nonprofit
  • Discover topics for lawyers, nonprofit staff, volunteers and fundraisers
  • Network with others from the nonprofit community

 

Back by popular demand!

  • Don Kramer’s annual case law and legislative update
  • A BASIC track
  • Ethics credit

 

Get a great course book

  • Hundreds of pages of valuable information
  • Tons of sample documents
  • One of PBI’s “Bestsellers”

 

Mark your calendars

It will be a dynamic day featuring a wide array of topics for nonprofits big and small. A MUST ATTEND for anyone involved in the nonprofit sector.

 

Workshop choices will determine whether credits are in substantive law, practice and procedure or ethics.

 

PBI is pleased to cosponsor this program with the Charitable Organizations Committee of the Pennsylvania Bar Association
 


 

Course Planners: Anne L. Gingerich, MSW, Donald W. Kramer, Esq., Jack Owen, Esq., Mark A. Pacella, Esq., Deborah J. Zateeny, Esq.

 

Related Products

  • Course Book (2017-9650) — $119
  • Podcast with credit — $399
  • Podcast no credit — FREE
  • On-demand video with credit — $399
  • 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, PBI INTERNAL USE ONLY...DO NOT PURCHASE, Simulcast
Original Product Date: May 18, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 6.00 hours Total Credits

  • MORE INFOMORE INFO 15th Annual Nonprofit Institute (Philadelphia, Simulcast)
    Collapse 30th Annual Civil Litigation Update (Mechanicsburg, Simulcasts, Live Webcast)

    Enhance your practice with updates in key areas of civil litigation

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

     

    Fine tune your knowledge

    • Analyze recent important decisions from the Pennsylvania state and federal courts
    • Learn from leading practitioners
    • Maximize your time with relevant updates, valuable practice tips and convenient locations
    • Attend a full day of CLE with faculty members who will educate, engage and enrich you

     

    PBI is pleased to cosponsor this program with the PBA Civil Litigation Section
     


     

    Course Planner: Peter J. Hoffman, Esq.

     

    Course Materials

    • Course Book (2016-9642) — $69
    • Audio CD (ACD-9642) — $39
    • Audio CD & Book Set (ACDS-9642) — $99
    To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
     
    If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
     

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    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: March 22, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO 30th Annual Civil Litigation Update (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse Big Changes Coming for LLCs, LLPs, LPs and GPs (Philadelphia, Simulcasts, Live Webcast)

    Overhauling laws that are 25+ years old, Act 170 is expected to provide new and current businesses with a legal guide that is cleaner and easier to use.

     

    This new law means big changes for your practice.
    Join the attorneys who drafted this new legislation as they take apart Act 170, one provision at a time.

     

    General Partnerships

    • Entity status, Certificates of authority,
    • Duties of care and loyalty

     

    Limited Partnerships

     

    LLPs and LLLPs

    • “Full shield” protection for general partners, Distribution tests, Satisfaction of creditors upon liquidation

     

    Limited Liability Companies

    • How to modify the statutory default rules (with a few notable exceptions) by careful drafting of the contract among the owners

     

    Governance rights versus economic rights—the critical difference

     

    Nonprofit limited partnerships and LLCs

     



    Morning

    • 9:00 – 9:30
      • General and introductory comments
        • effective date
        • derivation from uniform acts
        • structure of Title 15
        • restricted professional companies
        • benefit companies 
    • 9:30 – 9:45
      • Derivative suits 
        • clarification of rules for corporations, LPs, & LLCs 
        • special litigation committees 
        • lawsuits by partners in a general partnership
    • 9:45 – 9:55
      • Nonprofit LPs and LLCs 
        • nonprofit purposes and restrictions 
    • 9:55 – 10:20
      • LLPs 
        • change to full shield 
        • new distribution tests 
        • dissolution proceedings 
        • LLLPs 
    • 10:20 – 10:45
      • GPs, LPs, and LLCs 
        • agreements (new rules on content and freedom of contract) 
    • 10:45- 11:00
      • Break 
    • 11:00 – 11:30
      • GPs, LPs, and LLCs (continued) 
        • concept of a “transferee” 
        • charging orders 
        • single member LLCs 
        • redemption 
    • 11:30 – 12:00
      • GPs, LPs, and LLCs (continued) 
        • dissociation v. dissolution 
        • events causing dissociation 
        • events causing dissolution & how to avoid dissolution 
    • 12:00 – 12:30
      • Lunch

     

    Afternoon

    • 12:30 – 1:15
      • GPs, LPs, and LLCs (continued) 
        • management structures for LLCs 
        • manager-managed v. member-managed 
        • review of LLC forms 
        • apparent authority 
    • 1:15 – 1:30
      • GPs, LPs, and LLCs (continued) 
        • new filings defining authority 
        • for GPs 
        • for LLCs 
    • 1:30 – 2:15
      • GPs, LPs, and LLCs (continued) 
        • duties 
        • care and loyalty 
        • contractual obligation of good faith & fair dealing 
        • variation of duties 
    • 2:15 – 2:30
      • GPs, LPs, and LLCs (continued) 
        • winding up, barring claims, and termination 
    • 2:30 – 2:45
      • Break 
    • 2:45 – 3:45
      • Ethics 
    • 3:45 – 4:00
      • Q&A 

    BONUS! INCLUDED IN YOUR TUITION:

    Pennsylvania LLC Documents, 3rd Edition—a top-notch desk reference, featuring

    • 41 fully annotated forms in PDF and Word formats for easy drafting (includes 26 updated and 15 new forms)
    • Tax planning tips, optional clauses and provisions, and practical guidance for the user
    • Available in print with searchable USB or as an eBook
    • Authored by the PBA Title 15 LLC Task Force and edited by Bill Clark

     

    PENNSYLVANIA BUSINESS ASSOCIATION LAWSOURCE®
    This handy 800+ page, soft cover source for business
    lawyers contains relevant full text sections of 

    • Title 15—Corporations and Unincorporated Associations
      • Corporations
      • Partnerships and Limited Liability Companies
      • Unincorporated Associations
      • Business Trusts
    • Title 54 — Names
    • Current committee comments
    • Reporter's comments for 1990 anti-takeover provisions 

    Best of all, the Lawsource® is edited by Bill Clark, moderator of this program and the chairman and draft sman of the PBA Task Force that wrote the comments!

     


     

    Related Products

    • Pennsylvania LLC Documents, 3rd Edition (2017-9586) — $169
    • 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.

     

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    9813

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

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

  • MORE INFOMORE INFO Big Changes Coming for LLCs, LLPs, LPs and GPs (Philadelphia, Simulcasts, Live Webcast)
    Collapse Family Law Institute 2017 (Both Days--Philadelphia, Simulcasts, Live Webcasts)

    This is for both days of the Institute.

    Click here to register for day one only.

    Click here to register for day two only.

     


     

    The Family Law Institute has become an annual tradition

    This year’s Institute will provide the latest practical information and practice hints available. Whether you are a “veteran” of family law, just beginning your practice, or somewhere in between, you are sure to benefit from the knowledge and experience of each faculty member.

     

    Design a Program SUited to Your Individual Needs

    With so many exciting workshops from which to choose, you can hone in on those sessions that are most important to your practice. All of the sessions are designed to provide you with practical information and practice tips to make you better at what you do.

     

    Sessions

    Day 1 (April 19th) – Philadelphia & simulcast

    • Grandparents & Third Parties Rights and Responsibilities
    • Passports & International Travel
    • Art of Cross Examination
    • Ethics and Civility in Family Law 
    • In Philadelphia only: Beginner’s Track – Divorce Custody & Support 

     

    Day 2 (April 20th) – Philadelphia & simulcast

    • Evolving Support Cases
    • Family Law Update/Case Law Update

     

    Workshop choices will determine whether credits are in substantive law, practice and procedure or ethics.
     


     

    Course Planners: Mary Cushing Doherty, Esq., Ned Hark, Esq., J. Paul Helvy, Esq., Christina M. DeMatteo, Esq.

     

    Related Products

    • Course Book (2017-9657) — $99
    • Podcast with credit — $299
    • Podcast no credit — FREE
    • On-demand video with credit — $299
    • 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, Simulcast
    Original Product Date: April 19, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 7.50 hours Substantive Credits, 1.50 hours Ethics Credits

  • MORE INFOMORE INFO Family Law Institute 2017 (Both Days--Philadelphia, Simulcasts, Live Webcasts)
    Collapse Family Law Institute 2017 (Day One--Philadelphia, Simulcasts, Live Webcast)

    This is for day one of the Institute.

    Click here to register for both days.

    Click here to register for day two only.

     


     

    The Family Law Institute has become an annual tradition

    This year’s Institute will provide the latest practical information and practice hints available. Whether you are a “veteran” of family law, just beginning your practice, or somewhere in between, you are sure to benefit from the knowledge and experience of each faculty member.

     

    Design a Program SUited to Your Individual Needs

    With so many exciting workshops from which to choose, you can hone in on those sessions that are most important to your practice. All of the sessions are designed to provide you with practical information and practice tips to make you better at what you do.

     

    Sessions

    Day 1 (April 19th) – Philadelphia & simulcast

    • Grandparents & Third Parties Rights and Responsibilities
    • Passports & International Travel
    • Art of Cross Examination
    • Ethics and Civility in Family Law 
    • In Philadelphia only: Beginner’s Track – Divorce Custody & Support 

     

    Workshop choices will determine whether credits are in substantive law, practice and procedure or ethics.
     


     

    Course Planners: Mary Cushing Doherty, Esq., Ned Hark, Esq., J. Paul Helvy, Esq., Christina M. DeMatteo, Esq.

     

    Related Products

    • Course Book (2017-9657) — $99
    • Podcast with credit — $299
    • Podcast no credit — FREE
    • On-demand video with credit — $299
    • 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.

     

    hdo/sy

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: April 19, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.50 hours Substantive Credits, 1.50 hours Ethics Credits

  • MORE INFOMORE INFO Family Law Institute 2017 (Day One--Philadelphia, Simulcasts, Live Webcast)
    Collapse Family Law Institute 2017 (Day Two--Philadelphia, Simulcasts, Live Webcast)

    This is for day two of the Institute.

    Click here to register for both days.

    Click here to register for day one only.

     


     

    The Family Law Institute has become an annual tradition

    This year’s Institute will provide the latest practical information and practice hints available. Whether you are a “veteran” of family law, just beginning your practice, or somewhere in between, you are sure to benefit from the knowledge and experience of each faculty member.

     

    Design a Program SUited to Your Individual Needs

    With so many exciting workshops from which to choose, you can hone in on those sessions that are most important to your practice. All of the sessions are designed to provide you with practical information and practice tips to make you better at what you do.

     

    Sessions

    Day 2 (April 20th) – Philadelphia & simulcast

    • Evolving Support Cases
    • Family Law Update/Case Law Update

     

    Workshop choices will determine whether credits are in substantive law, practice and procedure or ethics.
     


     

    Course Planners: Mary Cushing Doherty, Esq., Ned Hark, Esq., J. Paul Helvy, Esq., Christina M. DeMatteo, Esq.

     

    Related Products

    • Course Book (2017-9657) — $99
    • Podcast with credit — $299
    • Podcast no credit — FREE
    • On-demand video with credit — $299
    • 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.

     

    hdo/sy

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

    Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Family Law Institute 2017 (Day Two--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) — $69
    • 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.

     

    cap/bh

    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 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 Retirement Planning for Attorneys (Mechanicsburg, Simulcasts, Live Webcast)

    Thinking About Retirement?

    It is never too early to develop a succession plan; whether you are considering retirement from a large firm, a small firm, or are a solo practitioner planning for an unanticipated absence, this seminar will discuss the steps you need to take to wind down your law practice.

     

    Social Security and Medicare Explained!

    Organize your interests and analyze your goals from social security, Medicare and other health insurance needs. Learn about the practical concerns related to retirement such as when to opt-in to Medicare, the rules of distribution from retirement savings plans and IRAs and discuss other health insurance options.

     

    What to Do with Your Time?

    Discuss post-retirement employment options and other fulfilling assignments to make use of your years of experience and legal training. Find out about the many service opportunities that exist for retired attorneys.

     

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


     

    Course Planners: William L. Adler, Esq., Robert H. Louis, Esq.

     

    Related Products

    • Course Book (2017-9739) — $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.

     

    et

    Formats Available: Attend In-Person, Live Webcast + Streaming, Simulcast
    Original Product Date: May 04, 2017
    On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO Retirement Planning for Attorneys (Mechanicsburg, Simulcasts, Live Webcast)
    Collapse The Nuts & Bolts of Adoption Practice in Pennsylvania (Mechanicsburg, Simulcasts, Live Webcast)

    Brush up on adoption practice and procedure

    Adoption is a complicated and emotionally-charged process. If you represent adoptive or birth parents, you need a thorough understanding of the current procedures and the applicable international, federal, state and county laws.

     

    Avoid the ethical pitfalls of adoption practice

    In a fun, interactive hour, using hypothetical scenarios, you will spot the ethical dilemmas involved in adoption practice and take away practical solutions to these problems.

     

    Attend to learn this and so much more!

    • Pre-placement planning
    • Basic legal proceedings
    • Relevant statutes
    • PACA
    • Termination of parental rights
    • The contested termination of rights case
    • Competing adoption petitions
    • Standing and Jurisdiction in adoption, custody and dependency court
    • Representation of foster parents
    • Interstate adoption issues
    • International adoption issues

     

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

     

    PBI is pleased to cosponsor this program with the PBA Family Law Section 


     

    Course Planners: Craig B. Bluestein, Esq., Deborah L. Lesko, Esq.

     

    Related Products

    • Course Book (2017-9647) — $69
    • 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.

     

    clw/eb

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

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

  • MORE INFOMORE INFO The Nuts & Bolts of Adoption Practice in Pennsylvania (Mechanicsburg, 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)