Pennsylvania CLE - Trusts and Estates Courses
This is a listing of Trusts and Estates CLE Courses for Pennsylvania. Please make your selection below of Pennsylvania CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCDs, DVDs, USB Stick
Business Valuation Essentials for Attorneys
Understand what factors must be considered when determining the valuation of different types of business and why these determinations are important to you and your clients, especially in businesses transactions, estate planning, divorce or separation … and more. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Business Valuation for Attorneys
Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and partnership disputes, in addition to sales, purchases and other transactions, are just some of the circumstances where valuation is a critical factor. This Seminar reviews the po... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Charitable Planning: Evolving Perspectives
Whatever happens with Tax Reform charitable giving is evolving in dramatic ways. This CLE program will help guide counsel on how to advise clients in light of the many social, legal, and other changes affecting charitable giving. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Copyright Infringement: How to Defend Lawsuits and Protect Assets
The instructors provide an overview on copyright infringement, the importance of registration, fair use or unsure defense. They touch on the available damages for copyright and the importance of registration, delving into the actual damages and profits. The discussion also covers liability for the actions of employees, and the use of independent contractors and the avoidance of liability. With a strong bases on theory and its practical implications, the discussion advances to protecting assets i... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Corporate Transparency Act: Lessons from Round One of Implementation
Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency Act ("CTA"). While only new entities will be subject to reporting requirements at first, thousands of those are formed every day who will need to understand—and apply—these new regulations wit... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
COVID-19: Business and Asset Protection
A coronavirus-induced recession is no longer avoidable—it is happening right now. Each recession brings with it declining sales, job losses, falling rents, and defaults on loans and leases. When a crisis hits, getting a head start matters and those who have prepared will fare better than those who have not. This engaging presentation on protecting assets from plaintiffs, lenders, creditors and the government will cover lessons learned from the last financial crisis and what businesses c... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Crowdfunding: Meeting Humanitarian Needs
Substantial sums of money have been raised by crowdfunding websites. Yet, there seems to be little law, and even less guidance, for those using this fundraising approach. This CLE program will identify some of the legal and tax issues and give advisers background to understand the crowdfunding phenomena and knowledge to help those clients creating or using crowdfunding campaigns for humanitarian purposes. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Discovery in Surrogates Court: The Good, The Bad, and The Ugly
Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both the petitioner and the respondent. This course also aims to provide some practical and time saving tips and some suggestions for must dos and absolutely don’ts. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Dividing Defined Benefit Pension Plans in Family Cases
This one hour CLE, conducted by nationally renowned QDRO attorney Matthew Lundy and expert tax attorney Adam Lusthaus, discusses the fine point of the often maze-like world of defined benefit pension plans in family law cases. It discusses both practical issues to be addressed in settlement agreements, and also high-level concepts related to taxability and valuation of defined benefit plans. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Dividing Federal Civilian and Military Retirement Benefits in Family Cases
This one-hour CLE course, presented by nationally-renowned QDRO attorney Matthew L. Lundy, Esq., deals directly with the fine points of federal and military retirement accounts as they relate to family law cases. These accounts, which are highly complex, are potentially huge liabilities in domestic law cases. Neglecting to cover benefits related to these accounts in settlement or trial will not only cause client dissatisfaction but opens the attorney up to serious malpractice claims. The cours... More Info
$501General Credit