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Course Extras

RELATED PAGES:   PLI Course Extras

At PBI, we strive to use all technology available to provide you, the Pennsylvania attorney, with resources to assist you in your practice of law. Faculty at our seminars sometimes provide us with links, slide presentations, last-minute handouts and other materials that you may appreciate having in electronic format. That is the purpose of this value-added service, Course Extras. Materials are available for a month following the program.

This is the place to come for links to items that are a followup to our seminars.

 

Pension Problems, Pitfalls and Solutions (August 3, 2010)

Pension Problems, Pitfalls and Solutions in Divorce (Gross) (53 kb)

Stress Management for Lawyers (August 2, 2010)

Complimentary Coupon (coupon) (50 kb)

Understanding Damages & Indemnities in Commercial Contracts (July 30, 2010)

Biography for Richard S. Swartz, Esquire (Swartz) (8.37 kb)

Damages under Manufacturing and Supply Agreements [updated] (Clark) (267 kb)

Dealing with Damage Issues in Employment and Consulting Agreements (Homan) (229 kb)
Drafting Case Study 1 (Clark1) (602 kb)
Drafting Case Study 2 (Clark2) (777 kb)
Damages under Mergers and Acquisition Agreements (Krane) (108 kb)
Overview of Damages for Breach of Contract (Woodward) (70 kb)

Historic Preservation and the Law: Then and Now (July 29, 2010)

DC Historic Preservation: The Past 10 Years (Boasberg) (3.60mb)

Penn Central: Cornerstone of Historic Preservation Law (Byrne) (962 kb)

Historic Preservation in Philadelphia (Farnham) (7.57 mb)

Roots of Historic Preservation in the US (Mason) (1.72 mb)

Early Preservation Law (Reuter) (1.85 mb)

The Architect's Perspective (Thomas) (8.18 mb)

Case Study: Independence Hall (Tonetti) (3.83 mb)

13th Annual Elder Law Institute (July 27, 2010)

Year in Review

The Top 10 Cases (Clofine) (154 kb)

Session 4

Special Needs Trusts: Self-Settled Payback Trusts (4_Breslin_Marone) (985 kb)

Self Settled Special Needs Trusts (4_Breslin) (22 kb)

Session 5

Medical Assistance (Medicaid) Financial Eligibility Application (5_Colbert) (96 kb)

Medical Assistance (Medicaid) Financial Eligibility Application (slides) (5_Colbert_Fry) (2.97 mb)

Session 6

Retirement Planning: New Distribution Options (6_Schneider_2) (121 kb)

Session 8

Third Party and Self-Settled Non-Payback Special Needs Trusts (8_Frolik) (60 kb)

Session 10

Preparing the Essential Documents: Beyond the Basics (10_Weber) (337 kb)

Session 15

Using Insurance Effectively in Long Term Care Planning (15_Vasiliadis) (24 kb)

Session 16

Income Only Trusts: Medicaid, VA and Tax Planning Considerations (16_Gray) (115 kb)

Session 18

Special Education in Pennsylvania: Major Changes in Recent Regulations (18_McAndrews) (66 kb)

Special Education: A Practical Overview for Families (18_McAndrews_2) (2.54 mb)

Secondary Transition: What Families Need to Know (18_McAndrews_3) (140 kb)

Session 21
A Practitioner's Guide to the VA Pension Program and Aid & Attendance Benefits (21_Pappas) (204 kb)

Session 22

The Pharmaceutical Assistance Contract for the Elderly (PACE): An Overview of the Benefit and Its Administration (22_Snedden) (186 kb)

Session 24
The Use and Abuse of Annuities (24_McLellan) (97 kb)

Session 28

New Health Care Reforms Affecting the Elderly (28_Coffey) (153 kb)

Session 31

Crunching the Numbers (31_SikovGross) (78 kb)

Session 32

Federal Estate Taxes in 2010 (32_Matthews) (56 kb)

Session 33

Caregiver Agreements: Medicaid and VA Benefits Planning (33_Gray) (76 kb)

Session 34

Creative Solutions: Medicaid Case Studies (34_Sykes) (72 kb)

Session 39
Is It Dementia? (39_Goodall) (961 kb)

Session 40

Roth IRA Conversions & Significant Financial Decisions in 2010 (40_Matthews) (296 kb)

Session 43

A Guide for Assisted Living Residents (43_Gupta) (273 kb)

PA's New Assisted Living Regulations (43_Gupta_2) (185 kb)

Assisted Living Residence Assessment Forms and Admission Documents (43_Gupta_3) (308 kb)

Ohlbaum on Evidence-Advocacy: Using the Rules of Evidence to Persuade (July 22, 2010)

Evidence-Advocacy (Ohlbaum) (253 kb)

Due Process Hearing Skills (July 21, 2010)

Ethics Jeopardy (Jeopardy) (286 kb)

Special Education 101 (Lowman) (111 kb)

Understanding Easements in Pennsylvania (July 21, 2010)

Easements and Litigation (Barrett) (180 kb)

Easement Basics (Pregmon) (150 kb)

Easement Litigation (Stein_1) (19 kb)

Understanding Easements (Stein_2) (758 kb)

Common Estate Planning Blunders (July 20, 2010)

Using the Orphan's Court to Correct the Problems (Hanes) (87 kb)

Common Estate Planning Blunders (Perkin) (1.43 mb)

The Last Will and Testament of E.L. (will) (16 kb)

Boating Law & Liability (July 14, 2010)

Coast Guard Jurisdiction (Blount_Wunder) (399 kb)

Overview of Maritime Law (Calder) (2.64 mb)

Overview of Boating in Pennsylvania (Overview) (127 kb)

PBA FLS Summer Meeting 2010

PBA Family Law Section Summer Meeting (Fromkes_edited_FLS_Summer) (3.35 mb)

Family Educational Rights and Privacy Act (June 24, 2010)

Hemanth Salem CV (Salem) (162 kb)

Managing Electronic Information (Managing_Electronic_Information) (714 bk)

Drafting Legal Opinion Letters (June 23, 2010)

Pennsylvania Legal Opinion Deskbook Summary of Contents (slides_legal_opinion_OL1466) (47 kb)

General Practitioners' Update 2010 (June 16, 2010)

2010 Attorney's Professional Liability Update: Supplemental Cases (Albert) (52 kb)

Motor Vehicle Violations (Tully_Wile) (1 kb)

Hot Button Enforcement Issues for In-House Counsel (June 15, 2010)

Stop the Shredders: When and How to Create an Effective Legal Hold (Caridad) (866 kb)

Hot Button Federal Enforcement Issues for In-House Counsel (Grail) (197 kb)

Lawyer as Target (Mathewson) (48 kb)

Insurance Coverage (Rea) (34 kb)

Juvenile Injustice in Luzerne County (June 14, 2010)

Course Planner's Introductory Remarks (intro) (29 kb)

 

Attorney Internet Use (June 9, 2010)

Slides (Attorney_Internet_Use) (77 kb)

 

27th Annual Criminal Law Symposium (June 3, 2010)

Plenary
The Year in Review (Plenary_Piecuch) (462 kb)

Session 3

Sexting (3_Webster) (145 kb)

Session 4

Why Lawyers Shouldn't Use the iPhone (4_Siegel) (356 kb)

Session 11

Three Critical Brady Cross Examination Techniques (11_Ambrose) (3.11 mb)

Session 16

Improving Website Marketing (16_Monheit) (1.50 mb)

Session 19

Expungements (19_DeTulleo) (2 mb)

Session 33

10 Things You Thought You Knew Well about the Pennsylvania Rules of Evidence (33_Fisanick) (283 kb)

Session 40

Jury Selection (40_Epstein) (248 kb)

Session 43

Immigration Consequences of Criminal Law Issues (43_Murphy) (955 kb)

Session 45

Whose Decision Is It Anyway? (45_guido) (182 kb)

 

Fundamentals of ERISA--Mystery Solved! (June 2, 2010)

Ethical Issues in Employee Benefits Practice (Hoffman) (141 kb)

A Primer on Fiduciary Duties under ERISA (Larkin) (84 kb)

ERISA Basics (Litvin) (31 mb)

ERISA Litigation basics (Ortelere) (57 kb)

Employer Health Plans (Whitehorn) (1.05 mb)

 

The New Federal Health Care Law: Issues for All of Our Practices (May 26, 2010)

Pharmaceutical & Medical Devices: The Industry Perspective (Bittenbender_Schreiber) (34 kb)

The Provider Perspective--Institutional Providers (Thallner) (63 kb)

Injunctive Relief in State and Federal Courts in Pennsylvania (May 26, 2010)

Types of Injunctive Relief (Beetlestone) (57 kb)

Injunctive Relief in State and Federal Courts in Pennsylvania (Lund) (2.83 mb)

Differences in the Process between State & Federal Courts (Nieman) (206 kb)

Workers' Compensation Practice and Procedure 2010 (May 25, 2010)

Slides (complete) (slides_complete_WCpracproc_OL1322) (276 kb)

Arbitration Litigation (May 20, 2010)

Arbitration vs. Litigation (Levie) (57 kb)

Nuts & Bolts of Motions to Vacate (LIVINGSTON) (83 kb)

Arbitration--What Law Governs in Pennsylvania? (LIVINGSTON_2) (69 kb)

What Is an Agreement to Arbitrate? (Agreement) (153 kb)

Motions to Compel Arbitration under the Federal Arbitration Act (Compel) (147 kb)

Motions to Confirm the Award (Confirm) (109 kb)

Manifest Disregard after Hall Street (Hall_Street) (280 kb)

Top Ten Arbitration Myths (Myths) (136 kb)

 

Insolvent Estates (May 19, 2010)

Hypothetical Chart (EVANS1) (42 kb)

Fun with Taxes (EVANS2) (62 kb)

Rights of Creditors in Non-Estate Assets (EVANS3) (160 kb)

8th Annual Nonprofit Institute (May 18, 2010)

Commercial Co-Venturers and Charitable Sales Promotions (Emerson) (224 kb)

Becoming Tax Exempt (Fleming_Cheshire) (110 kb)

Sample Attorney/Director Disclosure/Consent (Ingersoll) (10 kb)

Best Practices in Managing Reductions in Force (Kramer_Crawford) (32 kb)

The Prudent Investor Rule, Endowments and Fiduciary Duty (McElhill) (52 kb)

 

Estate Planning for Oil & Gas Law (May 17, 2010)

Serving Your Client's Needs in the New Marcellus Market (GREEVY) (95 kb)

Understanding Royalties and Death Takes (GREEVY2) (537 kb)

Estate Planning Techniques for Mineral Interest Owners (Bourland_Mahon) (45 kb)

Missing Course Materials Pages 37-38 (pages37_38)

Digital Detectives (May 13, 2010)

What the Courts Are Saying about Computer Forensics (Nelson_Ries_Roberts) (496 kb)

Sherlock Holmes Goes Digital (Nelson_Simek) (1.76 mb)

Go Where the Gold Is: Email Forensics (Simek) (4.74 mb)

Cell Phone Forensics (Simek_Mattera) (385 kb)
Computer Forensics Techniques and Tools (Simek_Mattera_2) (525 kb)

Handling the Dog Bite Case (May 6, 2010)

Dogs and Aggression (Parson) (531 kb)

 

Post-Conviction Relief Act: The Basics (May 5, 2010)

Slides (Place_Epstein_1) (124 kb)

PCRA: Issues and Strategies (Place_Epstein_2) (2.16 mb)

 

Long Term Care Planning for Seniors (April 28, 2010)

Worksheet (Miller1) (63 kb)
Slides (Miller2) (110 kb)

Gupta Biography (Gupta) (52 kb)

Ethical Issues for Consideration (Ethics) (28 kb)

Fact Pattern (FactPattern) (64 kb)

Filial Statute (Cowart1) (85 kb)

Filial Support Obligations (Cowart2) (18 kb)

Filial Support (Cowart3) (25 kb)

Slides (Roden1) (59 kb)

Own Your Future: Pennsylvania's Guide to Long Term Care Planning and Resources (Roden2) (666 kb)

A Shopper's Guide to Long Term Care Insurance (Roden3) (1.78 mb)

Long Term Care Insurance (Roden4) (1.56 mb)

 

Environmental Law Forum (April 22, 2010)

PA DEP Radiation Protection Program Profile (Allard_handout) (81 kb)

An Overview of PA's Radiation Protection Program (Allard_slides) (1.97 mb)

Air Update (McPhedran) (223 kb)

Total Dissolved Solids (Bluedorn_Dillen) (362 kb)

Superfund's Big Year (Silver) (217 kb)

Governor's Action Team (Kronig) (108 kb)

Wastewater Treatment Requirements (Solids_Regs) (1.27 mb)

Executive Order 2009-2 "Creating Opportunities for Small and Disadvantaged Businesses in the Expenditure of Federal Stimulus Monies" (Bedrin) (74 kb)

PLUS Program (Bockis_Skjoldal) (675 kb)

Agriculture, Communities, and Rural Environment (ACRE) Program (Bucknum) (77 kb)

River Basin Commissions (Cairo) (36 kb)

River Basin Commissions (slides) (Cairo2) (330 kb)

Assessment of Risk, Legal Issues, and Insurance for Geologic Carbon Sequestration in PA (Drane) (1 mb)

When the Bankruptcy System Encounters Environmental Disputes (Gilkey) (320 kb)

Municipal Responses to Greenhouse Gas Regulation (Graff) (1.85 mb)

Natural Gas Leasing (Hummel) (604 kb)

Carbon Capture & Sequestration Legal and Regulatory Issues (Kantorczyk) (64 kb)

Air Update (McCabe) (586 kb)

Oil & Gas Exploration and Environmental Protection (Perry) (1.27 mb)

Radiation Source Regulation in Pennsylvania (Gelburd_Allard) (617 kb)

Water Update (Miano_Glass_Blasberg) (881 kb)

Stormwater & Real Estate Development (Murphy) (595 kb)

 

Civil Rights: How Lawyers Protect the Constitution through Section 1983 Civil Litigation
(April 8, 2010)

Attorney's Fees (handout) (295 kb)

Section 1983: Constitutional Litigation (Downey_1) (46 kb)

Attorney Fees in Section 1983 Cases (Herbst_Downey) (101 kb)

Questions (QUESTIONS) (158 kb)

Answers (ANSWERS) (286 kb)

 

Basics of E-Discovery (April 20, 2010)

Computer Forensics: Sherlock Holmes Goes Digital (NELSON_SIMEK_1) (1.23 mb)

Dancing in the Minefield: Ethics and E-Discovery (NELSON_SIMEK_2) (1.02 mb)

Stop the Bleeding: Cost Containment in E-Discovery (NELSON_SIMEK_3) (656 kb)

Technical Issues (Yarnall) (826 kb)

E-Discovery: What's It All About? (Ries) (2.41 mb)

 

How to Go Paperless (April 20, 2010)

Course Book (Paperless) (6.10 mb)

 

4th Annual Intellectual Property Law Institute (April 15, 2010)

Advanced Patent Prosecution Strategies (Condo) (321 kb)

IP and Due DIligence (Frank) (71 kb)

Understanding Trademarks (Frandsen) (594 kb)

Copyright Basics (Genovese) (22 kb)

Fair Use in Social Media (Jessum_Schwartz_Levy) (558 kb)

Mock TTAB Final Hearing in an ACR Cancellation Case (Rogers_Pecsenye_JacobsMeadway) (72 kb)

"The Basics": An Introduction to Intellectual Property (Snyder_Genovese_Fransden) (251 kb)

 

Facebook, Twitter and Blogging...Oh MySpace! (April 14, 2010)

Justice in a 2.0 World (Dimond) (81 kb)

Harnessing the Power of the Internet (GDLA_handout) (684 kb)

Social Media Go to Court (NLJ_handout) (265 kb)

When Jurors Seek Evidence Online (NYT_handout) (69 kb)

Legal System Atwitter with Possibilities for Social Media (wl_handout) (359 kb)

 

Banking and Consumer Financial Services Update (April 14, 2010)

Prepaid Card Update (Furletti) (41 kb)

Mortgage Developments (Bryce) (145 kb)

Mortgage Developments (slides) (Bryce2) (17 kb)

Overdraft Litigation (Bryce3) (20 kb)

Recent Developments at the Federal Reserve Board (Cook) (75 kb)

 

Contract Law for the 21st Century (April 13, 2010)

Letters of Intent (Murray_1) (368 kb)
Lawyer Competence (Murray_2) (173 kb)

 

Finding Hidden Assets (April 12, 2010)

Interrogatories (interrogatories) (1.19 mb)

 

14th Annual Insurance Institute (April 12, 2010)

Handout (McKinley) (492 kb)

Protecting Your IP: Trade Secrets, Trademarks, and Domain Names (McKinley_slides) (193 kb)

Protecting IP: Copyright & Patent Basics for Insurance Lawyers (Patterson) (163 kb)

Developments in Insurance Coverage Law (McMenamin) (133 kb)

Aviation Insurance Issues (Slavin_Robinson) (722 kb)

Insurer Beware: A Statistical and Legal Overview of Punitive Damages (Kline_Haar) (32 kb)

 

Internet Law Update (April 12, 2010)

Electronic Contracting: Update on Agreements, Encryption, and Digital Signatures (Watt_Morse_handout) (103 kb)

Electronic Contracting (Watt_Morse_slides) (202 kb)

2010 Case Law Update (Patterson_Foster_updated) (99 kb)

Copyright Issues (Wilf) (140 kb)

 

Piercing the Corporate Veil (April 8, 2010)

Defending the Piercing the Corporate Veil Case (yorsz) (17 kb)

 

Facebook, Twitter & Blogging...Oh MySpace! (March 24, 2010)

Social Media & Legal Ethics: What Attorneys Need to Know before Mixing Business with "Friend"ship (Singer_West) (48 kb)

 

Guardianship 101 (March 24, 2010)

Representation, Ongoing Roles, Special Authority, Termination (Hazen) (251 kb)

 

Contempt of Court (March 23, 2010)

Slides (Myers) (836 kb)

 

UM/UIM (March 18, 2010)

Tips from the Neutral's Perspective (Paras) (37 kb)

Plaintiff's Perspective on UM and UIM (Shollenberger) (806 kb)

 

The New Support Guidelines (March 18, 2010)

Child Support by State--PA and Surrounding States (newslide) (19 kb)

 

16th Annual Health Law Institute (March 11, 2010)

Session 2
American Health Reform 2010
(2_Barnes) (38 kb)

10 Things You Need to Know about Health Care Reform (2_Bullock) (17 kb)

10 Things You Need to Know about Health Care Reform in Historical Perspective (2_Field) (176 kb)

Top 10 Potential Impacts on Insurers/Health Plans (2_Keefe) (80 kb)

Session 3

Primer on HIPAA Privacy & Security (3_Rostolsky) (197 kb)

Session 5

A Patient's View of Health Law--Patient Care and Treatment (5_Franklin) (781 kb)

Session 7

Best Practices to Avoid (or Win) Hospital Practitioner Credentialing & Privileging & Liability & Litigation (7_Peters) (112 kb)

Session 8
FDA Enforcement in the Current Regulatory Environment...It Is Not a Walk in the Park (8_Termini) (73 kb)

Session 15

Just the Basics Mini-Track: Medical Staff Issues (15_Nagele) (49 kb)

Session 16

The Anatomy of a Contract (16_Franklin) (210 kb)

Session 19

Labor & Employment Law Issues Impacting Healthcare in 2010 (19_Lyncheski) (522 kb)

Session 30
Appealing Medicare Overpayments (RAC Audits) (30_Laigaie_Wachlin) (172 kb)

Session 32

Five-Star's Commercial Quality Bar: Balancing the Scales to Ensure Fair and Honest Consumer Reports (32_Smith) (44 kb)

Session 34

Pennsylvania Health Information Exchange (PHIX) (34_Magistro) (45 kb)

Session 35

When Your Physicians Are Your Competition: What's a Hospital to Do? (35_Nagele) (95 kb)

Session 38
Electronic Health Records: Licensing & Incentives (38_Fox_Gillespie) (361 kb)

Session 40
Employed Physicians and the Medical Staff: A Legal Tango (40_Haddad) (204 kb)

Session 43
Data Privacy Compliance: Contracts and Practice (43_Fox_Hardy_Schick) (82 kb)

Session 46

Allied Health Professionals from Licensure to Discipline (46_Howell) (167 kb)

Session 47
The Intersection of Health Care Fraud and Ethics (47_Brotman_Raphael) (64 kb)

Session 48

The Good, the Bad and the Unresolved: Survey of Pennsylvania State and 3rd Circuit Federal Cases Involving Managed Care Organizations (48_Casale) (118 kb)

 

Autism: Fitting the Pieces Together (March 10, 2010)

Public Funding of Treatment Services and Supports for Children & Youths with Autism Spectrum Disorders(Gates) (96 kb)

 

Equine Law (March 8, 2010)

The Nuts and Bolts of an Equine Medication Case (Foreman) (261 kb)

Horse Breeding and Sales 2010 (Scheffler) (138 kb)

 

Preparing LLC Documents (March 10, 2010)

Program Schedule (Program) (107 KB)

Introduction (Clark1) (50 kb)

Filings for Fundamental Transactions (Clark2) (64 kb)

Preparing Organizational Documents for the Pennsylvania Limited Liability Company (Golkow) (38 kb)

Tax Aspects of Pennsylvania LLC Documents (Hamilton) (19 kb)

Selected Checklist Issues (Jacobs) (134 kb)

Corporate Model, Classes of Members and Family LLCs (handout) (Ecker) (80 kb)

Corporate Model, Classes of Members and Family LLCs (slides) (Ecker_2) (497 kb)

Organizational Docs (Eisenhauer) (44 kb)

Preparing Organizational Documents (May) (27 kb)

Assignments/Restrictions on Transfers (Larson) (40 kb)

Preparing LLC Documents (Burns) (49 kb)

Preparing Organizational Documents for the Pennsylvania Limited Liability Company (Piatt) (32 kb)

 

 

 

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