You Are Currently Viewing the PBI CLE Catalog. Visit pbi.org
Montrose
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.

 

lm/bkt

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 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.

     

    Sessions

    Day 1 (April 19th) – Philadelphia & simulcast

    • 21st Century Extended Family Issues
      Join us in the opening plenary session as we tackle the growing issues of families in the 21st Century. Among the many topics to be discussed, we will explore the rights and responsibilities of grandparents and other third parties in both custody and support matters. We will focus on the ever-changing nature of modern families and discuss what “family law” might look like as we move into the future.
    • Passports & International Travel
      Travel around the world with this panel discussion of issues facing family law practitioners on a regular basis. As our world becomes a smaller place, issues involving international travel and relocation become more prevalent for family law attorneys advising clients with children. Using hypotheticals and real life experiences, the panel will guide you from start to finish, whether your client is seeking to travel or concerned about allowing the other parent to travel internationally. Discover how to request safeguards to be put in place before travel and what to do when travel goes wrong. Learn how to register and enforce a foreign order in the United States and abroad. The panel will also discuss the Hague Convention on child abduction.
    • Art of Cross Examination
      Through the use of popular clips from TV shows and movies, as well as the recreation of real life cross-examinations by some of Pennsylvania’s most prominent civil litigators, Judge Bernstein brings his renowned style of courtroom presentation to the family law environment. Join one of Pennsylvania’s foremost authorities on evidence and cross-examination for an insightful and entertaining program providing keys to effective and compelling cross-examination.
    • Ethics and Civility in Family Law
      This session will cover the hot topics on relevant ethical, disciplinary and malpractice issues to avoid in family law, including how to spot and mitigate troubling situations before they get you in trouble.
    • Beginners’ Track: Custody/PFA/Support/Divorce (Philadelphia only)
      However you spend your working day – estate, criminal, real estate or civil – you undoubtedly encounter a question concerning family law issues from a client. Attend and learn guidelines for support, custody, divorce and protection from abuse. Geared specifically to the lawyer whose practice does not focus primarily on family law. Hear from a panel of experienced family law practitioners as they provide insights and practical tips so you are better prepared to assist your clients and understand what to avoid.

     

    Day 2 (April 20th) – Philadelphia & simulcast

    • Evolving Support Cases
      This session will guide the practitioner through a support case from A to Z, with an in-depth look at: what comprises income of both the traditional and non-traditional earner; what to ask for in discovery; how to calculate net income available for support; and how to read a tax return (both business and personal) to identify and determine appropriate add-backs to and deductions from income and earning capacity and deviation arguments.
    • Family Law Update/Case Law Update
      The updates are a longtime favorite of attendees to keep their family law practice current on recent case law developments in custody, support and equitable distribution. This interactive panel will offer their vast experience and provide practical pointers on how recent decisions impact your daily family law practice.

     

    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: 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.

     

    Sessions

    Day 1 (April 19th) – Philadelphia & simulcast

    • 21st Century Extended Family Issues
      Join us in the opening plenary session as we tackle the growing issues of families in the 21st Century. Among the many topics to be discussed, we will explore the rights and responsibilities of grandparents and other third parties in both custody and support matters. We will focus on the ever-changing nature of modern families and discuss what “family law” might look like as we move into the future.
    • Passports & International Travel
      Travel around the world with this panel discussion of issues facing family law practitioners on a regular basis. As our world becomes a smaller place, issues involving international travel and relocation become more prevalent for family law attorneys advising clients with children. Using hypotheticals and real life experiences, the panel will guide you from start to finish, whether your client is seeking to travel or concerned about allowing the other parent to travel internationally. Discover how to request safeguards to be put in place before travel and what to do when travel goes wrong. Learn how to register and enforce a foreign order in the United States and abroad. The panel will also discuss the Hague Convention on child abduction.
    • Art of Cross Examination
      Through the use of popular clips from TV shows and movies, as well as the recreation of real life cross-examinations by some of Pennsylvania’s most prominent civil litigators, Judge Bernstein brings his renowned style of courtroom presentation to the family law environment. Join one of Pennsylvania’s foremost authorities on evidence and cross-examination for an insightful and entertaining program providing keys to effective and compelling cross-examination.
    • Ethics and Civility in Family Law
      This session will cover the hot topics on relevant ethical, disciplinary and malpractice issues to avoid in family law, including how to spot and mitigate troubling situations before they get you in trouble.
    • Beginners’ Track: Custody/PFA/Support/Divorce (Philadelphia only)
      However you spend your working day – estate, criminal, real estate or civil – you undoubtedly encounter a question concerning family law issues from a client. Attend and learn guidelines for support, custody, divorce and protection from abuse. Geared specifically to the lawyer whose practice does not focus primarily on family law. Hear from a panel of experienced family law practitioners as they provide insights and practical tips so you are better prepared to assist your clients and understand what to avoid.

     

    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.

     

    Day 2 (April 20th) – Philadelphia & simulcast

    • Evolving Support Cases
      This session will guide the practitioner through a support case from A to Z, with an in-depth look at: what comprises income of both the traditional and non-traditional earner; what to ask for in discovery; how to calculate net income available for support; and how to read a tax return (both business and personal) to identify and determine appropriate add-backs to and deductions from income and earning capacity and deviation arguments.
    • Family Law Update/Case Law Update
      The updates are a longtime favorite of attendees to keep their family law practice current on recent case law developments in custody, support and equitable distribution. This interactive panel will offer their vast experience and provide practical pointers on how recent decisions impact your daily family law practice.

     

    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) — $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.

     

    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 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.

     

    ml/aj

    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 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)