Dealing with Financial Institutions in Estates & Elder Law

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Registration Options

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Beaver
Beaver County Bar Association
788 Turnpike Street, Beaver PA, 15009
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Indiana
ARIN Intermediate Unit 28
2895 West Pike, Indiana PA, 15701-9769
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Johnstown
University of Pittsburgh - Johnstown - Living/Learning Cntr
450 Schoolhouse Rd., Johnstown PA, 15904
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19404
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Stroudsburg
Monroe County Bar Center
913 MAIN STREET, Stroudsburg PA, 18360
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Uniontown
Penn State University Fayette Campus - Eberly Corporate Training Center
Route 119 North, Uniontown PA, 15401
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Williamsport
Lycoming Law Association
25 W. Third St, Ste 803, Williamsport PA, 17701
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York College of Pennsylvania
Grantley Hall, Rm. 10, York PA, 17403
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTMon., Apr. 30, 2018
9:00 AM
ENDMon., Apr. 30, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTTue., May. 29, 2018
10:00 AM
ENDTue., May. 29, 2018
2:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Chambeesburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTTue., Jun. 12, 2018
9:00 AM
ENDTue., Jun. 12, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTThu., Jun. 07, 2018
9:30 AM
ENDThu., Jun. 07, 2018
1:30 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTTue., Jun. 19, 2018
9:15 AM
ENDTue., Jun. 19, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTFri., Jun. 08, 2018
9:00 AM
ENDFri., Jun. 08, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Pottsville
Schuylkill County Courthouse Law Library
401 North Second Street, Pottsville PA, 17901
STARTMon., Jun. 18, 2018
9:00 AM
ENDMon., Jun. 18, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTFri., Jun. 08, 2018
9:00 AM
ENDFri., Jun. 08, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., May. 30, 2018
9:00 AM
ENDWed., May. 30, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Williamsport
Lycoming Law Association
25 W. Third St, Ste 803, Williamsport PA, 17701
STARTThu., Jun. 14, 2018
9:00 AM
ENDThu., Jun. 14, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTTue., Jun. 19, 2018
9:00 AM
ENDTue., Jun. 19, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Even with perfectly executed power of attorney documents, it’s still hard to get banks to honor them.

Learn about the changes to the power of attorney statute and how they affect bank policies and procedures.

Bridge the divide:

Both sides of the issues will be represented
Learn how to understand the needs of the attorney and the financial institution

Identify methods to deal with:

  • Checks payable to trustees and executors in their financial capacities
  • A trust’s authority to borrow money or to mortgage trust property
  • The authority of agents under POAs to act on behalf of trustees and executors in their financial capacities
  • Fiduciaries acting on behalf of business owners
  • When a new tax identification number is needed
  • Changes in the law governing agents
  • And more!

Faculty

NameFirm/Company
Craig Allen Hatch Esq. Halbruner Hatch & Guise LLP
Kevin J. Hayes Esq.
Timothy A. Hoy Esq. Mette, Evans & Woodside
James J. Ruggiero Esq. Ruggiero Law Offices LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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