• Webcast

Estate and Elder Law Symposium 2021

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TypeTitleStartEndCLEPrice
Webcast

STARTTue., Feb. 23, 2021
9:00 AM
ENDTue., Feb. 23, 2021
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00

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.

Learn from our top flight faculty
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!

Agenda:

Medicare Basics
Get an overview of Medicare and how the system works in delivering health care coverage for more than 50 million individuals. Examine the purpose and design of Medicare, its eligibility and enrollment criteria and the various components – their individual characteristics and function, how they interact within the Medicare system and coordinate with non-Medicare health care coverage (such as Medicaid).

When Disaster Strikes You Should....(Ethics)
Having a disaster plan is essential for lawyers in every size firm. We will discuss how to deal with attorney arrests, embezzlements, malpractice suits, natural disasters, pandemics, hacking, press inquiries, conservatorships and other heart stopping events in your practice.

Tips on Closing an Estate
Many factors impact the length of time it takes to close an estate, including size, complexity, and state law. Sometimes, estate proceedings continue to be open for years with no end in sight. As an executor, personal representative, or heir of an estate, you should be aware of a few general guidelines for closing an estate. These are certain steps that must be taken to close the estate.

Basics of PA Trusts
Hear about the different types of trusts, what they are used for and which may be best for your client

Medicaid Planning
If you are new to the practice of Medicaid planning or just want to brush up on the rules, come hang out with us for the hour because this session is for you! We will discuss the fundamentals of Medicaid and touch on topics such as the rules of eligibility, spend-down techniques, asset transfer rules and strategies, annuities, and other useful planning strategies.

Understanding Social Security
Social Security retirement benefits are one part of a broader retirement plan. Consider how these benefits can supplement other sources of retirement income.

 

Practice Areas

Faculty

NameFirm/Company
Hon. William "Skip" Arbuckle US District Court Middle District of PA
Thomas A. Boulden Esq. Timoney Knox, LLP
Caitlin E. Harper Esq., CELA Julian Gray Associates
Adam C. Kachurak Esq. Mannion Prior LLP
William McKendree JD, MPA
Jennifer A. Rose Esq., CELA Julian Gray Associates
Tammy A. Weber Esq., CELA Marshall Parker & Weber LLC (Williamsport)
John S. Whitelaw Esq. Community Legal Aid Society Inc
Samantha K. Wolfe Law Offices of Samantha K. Wolfe LLC
Elaine T. Yandrisevits Esq. Antheil Maslow & MacMinn LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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