Available Online CLE Courses

Category:
3:16:36
Fundamentals of Understanding the Pennsylvania Inheritance and Estate Tax Act
PRESENTATION INCLUDES • Review of the 1919 and 1961 inheritance tax acts as they relate to potential clients in the year 2018.• Review of the 1982 inheritance tax act and potential problems ... Read More »
PRESENTATION INCLUDES

• Review of the 1919 and 1961 inheritance tax acts as they relate to potential clients in the year 2018.• Review of the 1982 inheritance tax act and potential problems for you and your client.• Explanation of definitions found under section 9102 of the current inheritance tax.• Discussion of transfers under section 9107 and 9108 of the current inheritance tax.• Discussion of historic and current Pennsylvania inheritance tax rates.• Discussion of assets that are exempt from Pennsylvania inheritance tax• Discussion of Notices issued by the Pennsylvania Department of Revenue, Office of Chief Counsel as they relate to Pennsylvania inheritance tax.• Questions.

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Categories: Estates & Trusts
57:00
Buying or Selling from an Estate? What You Need to Know about Inheritance Taxes
Speakers: J.W. Alberstadt, Jr., Esquire - MacDonald Illig Jones & Britton, LLP John J. Shimek, III, Esquire - Sterrett Mott Breski & Shimek Whether your client is selling or purchasing real es... Read More »
Speakers:
J.W. Alberstadt, Jr., Esquire - MacDonald Illig Jones & Britton, LLP
John J. Shimek, III, Esquire - Sterrett Mott Breski & Shimek

Whether your client is selling or purchasing real estate from an estate, a proactive approach by the seller's and buyer's attorneys will facilitate a smoother transaction, without unnecessary delays. This seminar, which will help both attorneys get things moving in the right direction, will cover:

Inheritance Tax in General
Source of the Lien
Duration of Lien
Getting the Right Name on the Sales Agreement
Property Held by Joint Tenants
Resolving Old Inheritance Tax Liens
Indemnification Letters
Inheritance Tax Escrows
Escrow Agreements and Fees
PA Title Insurance Rating Board (TIRBOP) Regulations
Early Communication with the Estate Attorney

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Categories: Estates & Trusts
3:06:58
Medicare
If you deal with Medicare, personally or professionally, take advantage of this special program with speaker: William McKendree, JD, MPA - Director of APPRISE - Allegheny County. Read More »
If you deal with Medicare, personally or professionally, take advantage of this special program with speaker:

William McKendree, JD, MPA - Director of APPRISE - Allegheny County.

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Categories: Estates & Trusts
1:05:58
Powers of Attorney - Review of Recent Cases (2014 to the present)
SPEAKER Thomas J. Minarcik, Esquire, Elderkin Law Firm Speaker will review eight recent Superior Court cases on the topic of financial Powers of Attorney. All of these cases were decided in the... Read More »
SPEAKER
Thomas J. Minarcik, Esquire, Elderkin Law Firm

Speaker will review eight recent Superior Court cases on the topic of financial Powers of Attorney. All of these cases were decided in the last 5 years. The case review will also include practice tips to help practitioners avoid the issues that were litigated.

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Categories: Estates & Trusts
1:34:31
Recognizing and Responding to Possible Elder Investment Fraud and Financial Exploitation
An attorney who is ignorant of elder investment fraud and financial exploitation (EIFFE) may unwittingly fail to protect their client from harm or participate in the client's victimization, resulti... Read More »
An attorney who is ignorant of elder investment fraud and financial exploitation (EIFFE) may unwittingly fail to protect their client from harm or participate in the client's victimization, resulting in possible disciplinary charges or liability for malpractice. EIFFE costs victims, families, businesses, and the government more than $36.48 Billion annually. Every attorney should understand, recognize and learn how to respond to possible fraud and abuse they may suspect or encounter.This program will help you spot potential financial fraud victims before they become victims, learn what to do when a family member – or you as their attorney – feels like "something is wrong." What resources are available to you and your clients?

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Categories: Estates & Trusts
1:02:30
Roth Conversions: Is paying the tax now a good idea?
With Federal Estate tax affecting far fewer people, attorneys should focus on longer term income tax reduction. Attend this seminar and learn how to spot situations where your clients are going to ... Read More »
With Federal Estate tax affecting far fewer people, attorneys should focus on longer term income tax reduction. Attend this seminar and learn how to spot situations where your clients are going to need estate planning assistance and guidance related to income taxes which become relevant after age 70 ½ .

Speakers:
Art Laneve, Senior Financial Advisor at Northwest Savings Bank
Thomas J. Minarcik, Esquire, Partner, Elderkin Law Firm
Shannon Wiertel, CFP, Financial Advisor at Northwest Savings Bank

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Categories: Estates & Trusts
1:03:27
Selected 2015 Federal and State Statutory and Case Law Updates for Estate Planners
Speakers:  Nadia A. Havard, Esq., Knox, McLaughlin, Gornall & Sennett, P.C. and Darlene M. Vlahos, Esq., Vlahos Law Firm, P.C. Our two knowledgeable presenters will be highlighting the major... Read More »
Speakers:  Nadia A. Havard, Esq., Knox, McLaughlin, Gornall & Sennett, P.C. and Darlene M. Vlahos, Esq., Vlahos Law Firm, P.C.

Our two knowledgeable presenters will be highlighting the major developments in federal & state tax law and estate planning, which occurred during 2015, as well as responding to your questions.

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Categories: Estates & Trusts