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Pottsville
Collapse 18th Annual Estate & Elder Law Symposium (Pottsville)

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 make it easy for you to choose the topics that interest you the most.

 

Register today so you can

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

 

Learn from our top flight faculty

A great faculty makes for sessions rich in content. Our presenters at each of the three locations are skilled local practitioners who will share their experiences, give you practice tips, and open your eyes to new ideas. They will guide you through the many tricky questions that arise in estate and elder law practice so that you can be confident about the advice you are giving and the documents you are drafting. With changes taking place on both a state and federal level, you’ll be ready!

 

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


 

Course Materials

  • Course Book (2017-9618) — $69
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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9618

Formats Available: Video Replay
Original Product Date: March 23, 2017
On-Demand Release Date: Available Now

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

  • MORE INFOMORE INFO 18th Annual Estate & Elder Law Symposium (Pottsville)
    Collapse Death & Taxes (Pottsville)

    Discover new ways to save your client’s money

    Examine the Pennsylvania inheritance tax return and learn how to utilize exemption and deductions to save your client’s money, how to calculate the inheritance taxes in a way that yields the least financial impact on the estate and how to advise other clients about estate planning options that will save their family money in the long run.

     

    Walk through the Pennsylvania inheritance tax return

    • On a step-by-step basis, examine each line of the PA inheritance tax return and compare/contrast that fi ling with the federal estate tax return
    • Look at how the decedent’s final income tax return impacts the estate tax filing too
    • Come away with the confidence to complete and fi le an inheritance tax return if you have never done one before

     

    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/Schedule J
    • Schedules A, AU — Real Estate
    • Schedules B, D & E — Stocks, Bonds, Notes, Cash
    • Schedules C, C-SB — Closely Held Businesses
    • Schedules F & G — Jointly Held Property, Non-probate, Misc
    • Schedules H & I — Funeral & Administrative Expenses, Debts, Liens
    • Schedule J — Charitable Bequests
    • Schedule K — Life Estates, Annuities, Etc.
    • Differences Between Rev 1500 and Fed 706
    • Decedent’s Last Return 

     

    Course Planners: Vicky Ann Trimmer, Esq., CPA

     

    Related Products

    • Course Book (2017-9763) — $79
    • 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/da

    9763

    Formats Available: Video Replay
    Original Product Date: April 21, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • PA CLE: 4.00 hours Substantive Credits

  • MORE INFOMORE INFO Death & Taxes (Pottsville)
    Collapse Internet Legal Research (Pottsville)

    Explore Online Resources

    • Identify techniques to simplify web searching
    • Receive pointers for narrowing search results
    • Discover resources to perform traditional and deep web searches
    • Distinguish the good information from the bad
    • Understand the pros and cons of both free and paid online resources

     

    Search Using ALL Your Devices

    • Discover how to navigate different search engines on your smartphone, tablet and computer
    • Learn best practices for social media searching
    • Understand the limitations of using free sites
    • Glimpse the variety of resources available to you
    • Evaluate the plethora of research apps for mobile devices

     

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

     


     

    Related Products

    One copy of the course materials is included in your registration. These materials are not available for separate purchase.

    • 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

    9699

    Formats Available: Video Replay
    Original Product Date: March 29, 2017
    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 (Pottsville)
    Collapse Using Social Media Effectively and Ethically in Your Practice (Pottsville)

    Build Your Presence

    Learn how you and your law firm can harness the power of social media and be competitive in today’s marketplace. Capitalize on the opportunities that social media offers and steer clear of the ethical problems it can sometimes create.

     

    Examine the Ins and Outs of Social Media

    • What’s appropriate for business
    • How to use it for marketing and public relations
    • The difference between using it personally and professionally
    • What your firm should/should not share on social media
    • The best way to use it for practicing law

     

    FAQs You Will Learn

    • Strategy on how social media should be used
    • How to identify your target audience using social media
    • Best approaches to marketing legal services through social media
    • Different uses for Facebook, Twitter and LinkedIn
    • What amount of time you should devote
      to social media
    • How to avoid getting into ethical trouble
    • Distinctions/similarities between blogging and social media
    • Guidelines for your profile
    • Best practices for effective content sharing
    • The Real SECRETS to Social Media Success!

     


     

     

     

    Your Colleagues Raved:

    • Laura is very smart and knowledgeable.
    • Laura provided great resources and practical tips – down to the nitty gritty!
    • She was very well-informed, tuned in and focused on audience needs.

     

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

     


     

    Related Products

    • Course Book (2017-9651) — $39
    • 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

    9561

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

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

  • MORE INFOMORE INFO Using Social Media Effectively and Ethically in Your Practice (Pottsville)