• Simulcast
  • Live In-Person
  • Webcast

Estate and Elder Law Symposium 2020

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Feb. 27, 2020
9:00 AM
ENDThu., Feb. 27, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Feb. 11, 2020
9:00 AM
ENDTue., Feb. 11, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Montrose
The Community Foundation of the Endless Mountains
270 Lake Avenue, Montrose PA, 18801
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Uniontown
Fayette County Bar Association
45 East Main Street, Ste. 100, Uniontown PA, 15401
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00
Webcast
Online
STARTWed., Feb. 05, 2020
9:00 AM
ENDWed., Feb. 05, 2020
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $279.00
New Attorney: $140.00

About

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 pick up important practice tips and hear the latest developments.

Register today so you can

  • Get “the BEST of” two of PBI’s most popular Institutes
  • Catch up on the latest developments in estate and elder law
  • Receive excellent course materials full of updated resources
  • Hear a variety of topics from refreshers in the fundamentals to analysis of recent changes

Learn from our top flight faculty

A great faculty makes for sessions rich in content. Our presenters are seasoned 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!


Program
Philadelphia, Simulcasts and Webcast – Feb. 5, 2020 (*one session each hour will be simulcast and webcast)
9:00 – 10:00
1. *Estate & Elder Law Update – Kathryn H. Crary & Kirby G. Upright

10:10 – 11:10 
2. Community HealthChoices Update – Alissa E. Halperin, Diane A. Menio & Mark J. Newell
3. *Administering an Estate with Retirement Assets – Thomas O. Hiscott & Peter E. Moshang

11:20 – 12:20
4. Your Medicaid Application Was Denied! Now What? – Andrew A. Coates, Anthony L. Marone & Mark J. Newell
5. *Digital Do’s and Don’ts – Karen A. Fahrner & Eric R. Strauss

12:50 – 1:50
6. Addressing the Attorney-Client Privilege in Orphans’ Court Litigation (ETHICS) – Jennifer D. Gayle, Adam T. Gusdorff & Hon. Anne E. Lazarus
7. *Life Insurance for Attorneys – James M. Frank

2:00 – 3:00
8. VA Pension and Aid & Attendance: New Rules and Planning Strategies – Dionysios C. Pappas
9. *Lessons Learned: Top 5 Trust Strategies for Business Owners after Tax Reform – Marguerite C. Weese & Jeffrey C. Wolken

3:10 – 4:10
10. *Advance Care Planning: Advance Directives and Other Tools to Guide Medical Decisions (ETHICS) – Dr. Jeanne Kerwin & Dionysios C. Pappas

Program
Pittsburgh – Feb. 11, 2020
9:00 – 10:00
1. Estate & Elder Law Update – John F. Meck & Carol Sikov Gross

10:10 – 11:10
2. Medicaid: How to Apply Quickly – Colleen D. Bratkovich & Andrew G. Sykes
3. Administering an Estate with Retirement Assets – Matthew Rak

11:20 – 12:20
4. Practical Drafting of Powers of Attorney – Carol Sikov Gross & Karen S. Timko
5. Fiduciary Income Tax Refresher – Jennifer L. Rawson

12:50 – 1:50
6. Advocating for Nursing Home Clients – Susan Cardello & Caitlin E. Harper
7. Preparing the PA Inheritance Tax Return – Aubrey H. Glover

2:00 – 3:00
8. Emergency Guardianships – Process and Procedure – Daniel P. Buzard & Thomas J. Dempsey, Jr.
9. Lessons Learned: Top 5 Trust Strategies for Business Owners after Tax Reform – Mario Santilli, Jr.

3:10 – 4:10
10. Ethical Dilemmas in Representing Clients with Diminished Capacity (ETHICS) – Thomas J. Dempsey, Jr. & Martin J. Hagan

Program
Mechanicsburg – Feb. 27, 2020
9:00 – 10:00
1. Estate & Elder Law Update – Robert Clofine & Marielle Hazen

10:10 -11:10
2. CCRCs – Admission Contracts and Medical Assistance Implications – Kimber L. Latsha & Katherine C. Pearson
3. Top 9 Pitfalls to Avoid When Drafting a Trust – Julieanne E. Steinbacher & Samantha K. Wolfe

11:20 – 12:20
4. Tools to Help Mom and Dad Age at Home When Care Is Needed – Marianne E. Kreisher & Marissa B. Marshall
5. Lessons Learned: Top 5 Trust Strategies for Business Owners after Tax Reform – Julieanne E. Steinbacher & Samantha K. Wolfe

12:50 – 1: 50
6. Using Irrevocable Trusts in Medicaid and Veterans’ Benefits Planning – Matthew J. Parker
7. Beneficiary Designations – Understanding, Reviewing and Updating Them – Patti S. Spencer

2:00 – 3:00
8. Crisis Planning Strategies for Your Elder Law Clients – Erik D. Spurlin
9. Federal Tax Update – Vicky Ann Trimmer

3:10 – 4:10
10. Advance Care Planning: Advance Directives and Other Tools to Guide Medical Decisions (ETHICS) – Dr. Jeanne Kerwin & Dionysios C. Pappas

 

Practice Areas

Faculty

NameFirm/Company
Colleen D. Bratkovich Esq. Zacharia Brown (McKeesport)
Daniel P. Buzard Esq. Allegheny County Court of Common Pleas
Susan Cardello LSW Julian Gray Associates
Robert Clofine Esq., CELA The Elder Law Firm of Robert Clofine
Andrew A. Coates Esq. Coates & Coates PC
Kathryn H. Crary Esq. Gadsden Schneider & Woodward, LLP
Thomas J. Dempsey Jr., Esq. Jones Gregg Creehan & Gerace LLP (Pgh)
Donald P. DiCarlo Jr., Esq. Wilmington Trust Company (Villanova)
Karen A. Fahrner Esq. Heckscher Teillon Terrill & Sager PC
James M. Frank Esq.
Jennifer D. Gayle Esq. Mannion Prior LLP
Aubrey H. Glover Esq. Brenlove & Fuller LLC
Carol Sikov Gross Esq., CELA Sikov & Love
Adam T. Gusdorff Esq. Heckscher Teillon Terrill & Sager PC
Martin J. Hagan Esq. Meyer Unkovic & Scott LLP
Alissa E. Halperin Esq. Halperin Butera Consulting
Caitlin E. Harper Esq., CELA Julian Gray Associates
Marielle F. Hazen Esq., CELA Hazen Law Group
Thomas O. Hiscott Esq. Heckscher Teillon Terrill & Sager PC
Jeanne Kerwin D.MH, HEC-C
Marianne E. Kreisher Esq., NCG, CELA Kreisher Marshall & Associates, LLC
Kimber L. Latsha Esq. Latsha Davis Yohe & McKenna PC
Hon. Anne E. Lazarus Superior Court of Pennsylvania
Anthony L. Marone Esq. McAndrews, Mehalick, Connolly, Hulse, Ryan and Marone P.C. Law Offices (Berwyn)
Marissa B. Marshall Esq. Kreisher Marshall & Associates, LLC
John F. Meck Esq. Eckert Seamans (Pgh)
Diane A. Menio CARIE
Peter E. Moshang Esq. Heckscher Teillon Terrill & Sager PC
Mark J. Newell Esq. PA Department of Human Services
Dionysios C. Pappas Esq. Vasiliadis Pappas Associates LLC
Matthew J. Parker Esq., CELA Marshall Parker & Weber LLC (Williamsport)
Prof. Katherine C. Pearson Penn State – The Dickinson School of Law
Matthew D. Rak Esq. Leech Tishman Fuscaldo & Lampl LLC (Pgh)
Jennifer L. Rawson Esq. Eckert Seamans (Pgh)
Mario Santilli Jr, Esq. Cohen & Grigsby PC
Patti S. Spencer Esq. Spencer Law Firm LLC
Erik D. Spurlin Esq., LLM, CELA The Estate & Elder Law Firm of Erik Spurlin
Julieanne E. Steinbacher Esq., CELA Steinbacher Goodall & Yurchak PC (Williamsport)
Eric R. Strauss Esq. Worth Magee & Fisher PC
Andrew G. Sykes Esq., CELA Sykes Elder Law LLC
Karen S. Timko Esq., CELA Julian Gray Associates
Vicky Ann Trimmer Esq., CPA Daley Zucker Meilton & Miner LLC
Kirby G. Upright Esq. King, Spry, Herman, Freund & Faul, LLC
Pamela Walz Esq. Community Legal Services of Philadelphia (North Phila)
Marguerite C. Weese Esq. Wilmington Trust Company (Phila)
Samantha K. Wolfe Esq., LL.M. Maxwell Sipe Law Offices LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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