Available Online CLE Courses
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.
• 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.
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.
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.
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?
Categories: Estates & Trusts
3:59:28
Understanding and Navigating Medicare
Bill McKendree is a respected and popular speaker on the subject of Medicare for the ECBA. He is the Director of the APPRISE program in Allegheny County. APPRISE is Pennsylvania's State Health Insu... Read More »
Bill McKendree is a respected and popular speaker on the subject of Medicare for the ECBA. He is the Director of the APPRISE program in Allegheny County. APPRISE is Pennsylvania's State Health Insurance Assistance Program, helping consumers with Medicare, Medicaid, long term care and health insurance concerns.
Mr. McKendree also teaches courses on Medicare, Health Insurance Law and Health Care Policy at the University of Pittsburgh's School of Law and the School of Pharmacy.
Prior to his position with APPRISE, Mr. McKendree was Director of the Western Pennsylvania Center for Aging Services and was a member of the Pittsburgh law firm of Gabriel and Associates. Mr. McKendree has a J.D. degree from Duquesne University's School of Law and a Masters in Public Administration from the University of Pittsburgh.
Mr. McKendree also teaches courses on Medicare, Health Insurance Law and Health Care Policy at the University of Pittsburgh's School of Law and the School of Pharmacy.
Prior to his position with APPRISE, Mr. McKendree was Director of the Western Pennsylvania Center for Aging Services and was a member of the Pittsburgh law firm of Gabriel and Associates. Mr. McKendree has a J.D. degree from Duquesne University's School of Law and a Masters in Public Administration from the University of Pittsburgh.
Categories: Estates & Trusts
59:01
Wrongful Death Claims and Survival Actions Related to an Estate
Subjects Related to Wrongful Death Claims:
• Brief review of the applicable statutes
• Rules and civil jury instructions
• Obtaining prior approval from the Department of Revenue on an al... Read More »
Subjects Related to Wrongful Death Claims:
• Brief review of the applicable statutes
• Rules and civil jury instructions
• Obtaining prior approval from the Department of Revenue on an allocation between wrongful death and survival recoveries
• The contents of a Petition for Court Approval of a Settlement
• Process for obtaining court approval
Speaker
S.E. "Tim" Riley, Jr., Esq.
Conner Riley Friedman & Weichler
• Brief review of the applicable statutes
• Rules and civil jury instructions
• Obtaining prior approval from the Department of Revenue on an allocation between wrongful death and survival recoveries
• The contents of a Petition for Court Approval of a Settlement
• Process for obtaining court approval
Speaker
S.E. "Tim" Riley, Jr., Esq.
Conner Riley Friedman & Weichler
Categories: Civil LitigationEstates & Trusts