My Client's Dead, Now What? 2019

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 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
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Honesdale
Wayne County Bar Association
Pro Bono Office, 922 Church St., 2nd Flr., Honesdale PA, 18431
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Indiana
ARIN Intermediate Unit 28
2895 West Pike, Indiana PA, 15701-9769
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 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
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Montrose
The Community Foundation of the Endless Mountains
270 Lake Avenue, Montrose PA, 18801
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19401
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 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
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Scranton
Lackawanna County Bar Association
233 Penn Ave., Scranton PA, 18503
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 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
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 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
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 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
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTFri., Feb. 01, 2019
9:00 AM
ENDFri., Feb. 01, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

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 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.

Get practical tips for:

  • Identifying and dealing with an executor
  • Negotiating your fee
  • Setting reasonable expectations for the family

Explore these questions

  • How do you handle disagreeing family members?
  • What are some of the basic laws people need to know about funeral homes/cremation/cemeteries?
  • What benefits (Social Security, Medicare, life insurance, pension, etc.) need to be dealt with and what ongoing benefits might a surviving spouse be entitled to?
  • How do you locate all of the assets/heirs of the deceased and how do you dispose of assets?

Hear from those in the “know”

Our panelists include those who have knowledge about related areas such as funeral laws and current practices; Social Security benefits; sale of estate property, and more. Join us for this enlightening and practical program!


SCHEDULE
9:00 9:20 Funeral & Burial Issues
9:20 9:45 Getting Started with Your Clients
Handling the initial meeting
Negotiating the fee/engagement letter
Probate
9:45 10:00 Setting up Bank Accounts
10:00 10:20 Dealing with Probate Assets
10:20 10:35 Break
10:35 11:00 Handling Non-probate Assets (life insurance, retirement accounts, Social Security, DHS claims)
11:00 11:30 Inheritance Tax Returns
11:30 11:45 Real & Personal Property – How to Get Rid of Stuff!
11:45 12:00 Settling with Creditors – Getting the Bills Paid
12:00 12:15 Wrapping up the Estate – Family Settlements

Materials: All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Faculty

NameFirm/Company
Ms. Carol Ryan Livingood Esq. Davis Bennett Spiess & Livingood LLC
Elizabeth Z. Milne LLM, Esq. Connor & Weber PC
Bradley Newman Esq. Estate & Elder Law Office of Bradley Newman
David T Videon Esq. Baratta, Russell & Baratta
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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