Pennsylvania Bar Association. Real Property, Probate & Trust Law Section. Annual Meeting WEDNESDAY-THURSDAY, MAY Hershey

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1 Pennsylvania Bar Association Real Property, Probate & Trust Law Section Annual Meeting WEDNESDAY-THURSDAY, MAY Hershey Lodge, Hershey 2014

2 Pennsylvania Bar Association REAL PROPERTY PROBATE & TRUST LAW SECTION ANNUAL MEETING May 14 15, 2014 Hershey Lodge, 325 University Drive, Hershey, PA :00 a.m. 7:00 p.m. Registration Wednesday, May 14 9:00 a.m. 9:45 a.m. Recent Developments in Real Property CLE 301 This perennially favorite presentation of the most recent court decisions, hottest topics and must-know happenings in the field of real property law is eagerly anticipated each year. Speakers: Louis M. Kodumal, Esq., Law Offices of Vincent B. Mancini & Associates, Media Vincent B. Mancini, Esq., Law Offices of Vincent B. Mancini & Associates, Media *CLE Credit: 0.5 Substantive Hour 10:00 a.m. 10:45 a.m. Recent Developments in Probate CLE 302 Each year, attendees are captivated by Mr. Upright s discussion of key probate issues that affect practitioners and their clients. Don t miss this important session! Kirby G. Upright, Esq., King, Spry, Herman, Freund & Faul LLC, Bethlehem *CLE Credit: 0.5 Substantive Hour *If you attend both Recent Development sessions, you will receive 1.5 hours of substantive CLE credits. If only one session is attended, you will receive.5 hours of credit per session. 10:45 a.m. 11:45 a.m. Current Concerns about ADR for Real Estate, Probate & Trust Lawyers Examples of Opportunities & Concerns CLE 303 Jim Rosenstein, a long-time real estate lawyer and commercial mediator, will engage the audience in a discussion about the pros and cons of including various ADR clauses in real estate contracts, focusing on provisions from the widely-used Pennsylvania Association of Realtors Standard Agreement for the Sale of Real Estate. (30 minutes) Using alternative dispute resolution processes to resolve contentious disputes among family members arising during the course of estate and trust administration is usually preferable to costly and divisive court battles, especially when the parties expect or want to maintain positive relationships subsequently. Bernice Koplin, chair of the Fiduciaries & Orphans Court Subcommittee of PBA s ADR Committee, will demonstrate how ADR processes, particularly mediation, can be used effectively in lieu of or in conjunction with court hearings to resolve these types of disputes. (30 minutes) Speakers: James A. Rosenstein, Esq., Fineman Krekstein & Harris PC, Philadelphia Bernice Koplin, Esq., Schachtel, Gerstley, Levine & Koplin PC, Philadelphia 12:00 p.m. 2:00 p.m. PBA Women in the Profession Luncheon 2:00 p.m. 3:00 p.m. Defending Counsel Accused of Professional Misconduct CLE 304 Experienced defense counsel will offer valuable information for practitioners. Learn how to avoid charges of professional misconduct and what to do if faced with such claims. Robert H. Davis, Jr., Esq. Davis Law Office, Harrisburg CLE Credit: 1.0 Ethics Hour 3:00 p.m. 3:15 p.m. Networking Break 3:15 p.m. 4:15 p.m. Mortgage Assignments & MERS CLE 305 Discover how and why the electronic document registry known as the Mortgage Electronic Registration System (MERS) has been a source of controversy and litigation nationwide, including cases now pending in Pennsylvania. Speakers: Anne N. John, Esq. John & John, Uniontown David M. Scolnic, Esq., Hangley Aronchick Segal Pudlin & Schiller, Philadelphia 3:15 p.m. 4:15 p.m. Estate Planning for Digital Assets CLE 306 What happens to Facebook, LinkedIn and other Internet-related accounts and files when we become incapacitated or pass away? Gain valuable tips and planning strategies for digital assets by attending this seminar. David M. Brown, Esq., Duane Morris LLP, Philadelphia 4:15 p.m. 5:15 p.m. The M.S. Hershey Foundation & the Enduring Legacy of Milton S. Hershey CLE 307 This seminar focuses on the life story of Milton Hershey, his philanthropies and the growth and activities of the M.S. Hershey Foundation, since its creation through the 1935 Agreement of Trust, an evolving story sure to be of interest to all attendees. Pamela C. Whitenack, director of the Hershey Community Archives 5:00 p.m. 7:30 p.m. Law School Alumni Receptions The MCLE programs for the 2014 PBA Real Property, Probate and Trust Law Section Annual Meeting are presented in cooperation with the Pennsylvania Bar Institute. The Pennsylvania Bar Institute is approved by the Pennsylvania Supreme Court CLE Board as an accredited CLE provider. The individual CLE programs for this conference have been approved for the number of credit hours indicated. 2

3 6:00 p.m. 9:00 p.m. RPPT Beer-tasting Event Join us at nearby Tröegs Brewing Company for a night of socializing with friends, colleagues and guests as we enjoy seasonally inspired fare and craft beers in the Barrel-Aging Room. Tröegs award-winning beers will be served with perfectly-paired food, prepared fresh inhouse. Feel free to enjoy the self-guided tour Photo courtesy of at your own pace, where you can see 90 percent of the facility through the glass-lined tour path. The General Store is full of great Tröegs merchandise and cold craft beer to-go. Knowledgeable staff will be available during this event to answer any questions you have about the history of the brewery or the brewing process. Transportation will be provided. A percentage of the cost is subsidized for members by the RPPT Section. Cost: $50.00 RPPT Section Members $70.00 Non-section Members Thursday, May 15 8:00 a.m. 9:00 a.m. RPPT Law Section Breakfast Meeting 9:00 a.m. 10:00 a.m. American Land Title Association (ALTA) Best Practices What They Are Why They Matter How to Comply CLE 308 Remember where you were in the fall of 2008 when all residential real estate transactions stopped in a matter of three days? What transpired over the next months and years is not about the title insurance industry or even about consumers: It was, and is, all about lenders. Come learn how you can make changes to the way you do business to meet lender demands and garner the business of their borrowers by embracing the seven ALTA Best Practices. Lynn A. Greto, Esq., First American Title Insurance Company, Springfield CLE Credit: 1.0 substantive hour 9:00 a.m. 10:00 a.m. PA Disciplinary Board Lessons for Real Estate and Estate & Trust Attorneys CLE 309 This seminar will outline the role and practice of the Disciplinary Board, with special emphasis on recommendations and lessons for practitioners in the real property and estate law fields for avoiding ethics violations. Robert P. Fulton, Esq., Office of Disciplinary Counsel, Philadelphia CLE Credit: 1.0 ethics hour 10:00 a.m. 10:15 a.m. Break 10:15 a.m. 11:15 a.m. What Estate Attorneys (and Others) Should Know About the New PAR Agreement of Sale CLE 310 Whether your practice involves real estate for your present clients or you are helping a passed client s estate sell real estate, you will likely find yourself looking at the Pennsylvania Association of Realtors Residential Agreement of Sale. Find out what changes have been made for 2014 and learn how to use standardized forms to draft the best agreement for your clients. Speakers: Marshal Granor, Esq., Granor & Granor, PC, Horsham Brett M. Woodburn, Esq., Caldwell & Kearns PC, Harrisburg CLE Credit: 1.0 substantive hour Lunch On Your Own RPPT attendees may also attend the PBA Awards Luncheon. See Meal Functions on the registration form for cost. Optional Afternoon Hershey Activities Join colleagues and friends for an afternoon experiencing The Great American Chocolate Town! In addition to fabulous outlet shopping, the excitement of Hersheypark and chocolate spa treatments at the renowned Chocolate Spa located just minutes away at The Hotel Hershey, plan to participate in one of the group activities Segway Tour and Kayaking Trip listed below. Each of these activities has limited space available and is offered on a first-registered, first-reserved basis. Be sure to register separately for these events on the attached registration form. 1:30 p.m. Segway Tour Experience the lush landscaping and grounds surrounding The Hotel Hershey by gliding along its secluded pathways and learning the history of this beautiful resort on your own Segway! This 2½-hour adventure begins with a complete safety briefing and introduction. Designed to go anywhere you go, a Segway requires no special skills to operate. Price: $75.00 per person Details: Includes round-trip transportation, Segway gear (helmet, gloves, etc.) and bottled water. Participants should wear comfortable clothing and walking shoes or sneakers. 1:30 p.m. Kayaking Enjoy a relaxing scenic river tour of the Susquehanna and city of Harrisburg. Climb into your personal kayak with professional guides to lead the way and take in the breathtaking setting of our state s capital. A popular pastime, recreational kayaking will provide a calming, peaceful afternoon for Photo courtesy of all participants. Price: $ per person Details: Wear swimsuit or shorts, sunscreen and water shoes. Bring along a towel. Transportation from Hershey is provided. As overnight guests of the Hershey Lodge, upon check-in you will receive complimentary tickets to the famous Hershey Gardens and The Hershey Story Museum. Both attractions are within a short drive of the Hershey Lodge and can be visited any time during your stay. For registrants travelling with family and children, the Hershey Lodge offers a variety of in-room and on-site amenities and activities, including child care and concierge services. For more information and to make arrangements in advance of your arrival, visit its website at www. hersheylodge.com or call Photography Disclaimer The PBA takes photographs and videotapes programs for later use. By being present during PBA activities, you consent to use of your appearance or likeness by the PBA and its licensees, designees or assignees in all media, worldwide, in perpetuity. Questions or concerns should be directed to the PBA Communications Department at or at communications@pabar.org. Cost: $295 (Section Member); $330 PBA member, non-section member*; $490 non-pba member; $170 non-attorney fee. Includes registration, RPPT CLE sessions; Wednesday s PBA Women in the Profession Luncheon; Thursday s RPPT Law Section Breakfast Meeting. You are also invited to attend the Beer-Tasting Event on Wednesday and the PBA Awards Luncheon on Thursday for an additional cost. *Includes RPPT Section dues for the 2014 year. 3

4 PBA Real Property, Probate & Trust Law Section Annual Meeting Registration Form May 14-15, 2014, Hershey Lodge REGISTRATION DEADLINE: MAY 2 Name (Please type or print) Nickname for Badge Supreme Court ID Number Phone # Fax # Address Name of Spouse/Guest Spouse/Guest Name to appear on Badge Check here if you require special services. Attach a written description of needs. Attorneys in practice for one year or less do not need to pay the registration fee, but must pay CLE fees and meal costs. No fee for non-attorney spouses, except meal function costs. The registration fees apply to those participating in Wednesday s and Thursday s events; there is no registration fee to participate in a committee or section meeting or in the House of Delegates Meeting. All PBA members are invited to attend the House of Delegates Meeting. REGISTRATION OPTION 1: ANNUAL MEETING REGISTRATION Registration does NOT include the fee for meals or CLE Courses. YOU MUST REGISTER FOR AND PAY THE ASSOCIATED FEES TO ATTEND THE INDIVIDUAL CLE COURSES LISTED ON PAGE 5. PBA Member $125 Non- PBA Member Attorneys $290 Attorney in Practice one year or less $0 AMOUNT DUE $ REGISTRATION OPTION 2: REAL PROPERTY, PROBATE AND TRUST LAW SECTION ANNUAL MEETING: (for those attending all RPPT Annual Meeting events only). Includes registration, RPPT CLE Sessions, Wednesday s WIP Luncheon and Section Breakfast Meeting on Thursday. It does NOT include Wednesday night s Beer-Tasting Event or the Awards Luncheon on Thursday. Additional meal tickets may be purchased in MEAL FUNCTIONS section below. RPPT Section Member $295 PBA Member, Non-Section Member $330 Non-PBA Member Attorney $490 Non-Attorney $170 Segway Tour $75 Kayaking $115 AMOUNT DUE $ CLE FEES: Complete the CLE Registration Form on page 5. Enter the total cost of CLE hours onto the line below. TOTAL CLE FEES DUE $ MEAL FUNCTIONS: IF YOU REGISTERED FOR OPTION 2, THE REAL PROPERTY, PROBATE AND TRUST LAW SECTION ANNUAL MEETING, SOME MEAL FUNCTIONS ARE INCLUDED IN THE REGISTRATION FEE. ONLY COMPLETE THE SECTION BELOW FOR ANY ADDITIONAL MEAL TICKETS REQUIRED. (Please indicate the number of tickets required) Wednesday Women in the Profession Luncheon $30 Real Property, Probate and Trust Law Section Beer-Tasting Event Section Member $50 Non-Section Member $70 AMOUNT DUE $ Thursday PBA Awards Luncheon: Committee/Section Day Attendee $20 Others $30 AMOUNT DUE $ Annual Reception/Dinner $105 YLD Members/YLD Spouse or Guest $75 AMOUNT DUE $ Friday House of Delegates Luncheon $0 TOTAL DUE $ (Copy this figure where indicated on page 5.) 4

5 CLE REGISTRATION FOR WEDNESDAY, MAY 14 RPPT Recent Developments in Real Property (301) 9:00 a.m. 9:45 a.m. 0.5 Substantive CLE Hour Cost $17 WIP The Leadership Ambition Gap/Sit at the Table (311) 9:15 a.m. 10:15 a.m. 1.0 Ethics CLE Hour Cost $25 RPPT Recent Developments in Probate (302) 10:00 a.m. 10:45 a.m. 0.5 Substantive CLE Hours Cost $17 WIP It s a Jungle Gym, Not a Ladder (312) 10:30 a.m. 11:30 a.m. 1.0 Ethics CLE Hour Cost $25 RPPT Current Concerns about ADR for Real Estate, Probate & Trust Lawyers Examples of Opportunities & Concerns (303) 10:45 a.m. 11:45 a.m. 1.0 Substantive CLE Hour Cost $25 RPPT Defending Counsel Accused of Professional Misconduct (304) 2:00 p.m. 3:00 p.m. 1.0 Ethics CLE Hour Cost $25 WIP Seek and Speak Your Truth (313) 2:15 p.m. 3:15 p.m. 1.0 Substantive CLE Hour Cost $25 Economic Benefits of Inclusion and How Law Firms Can Get There (315) 2:30 p.m. 4:00 p.m. 1.5 Ethics CLE Hours Cost $37 RPPT Mortgage Assignments & MERS (305) 3:15 p.m. 4:15 p.m. 1.0 Substantive CLE Hour Cost $25 RPPT Estate Planning for Digital Assets (306) 3:15 p.m. 4:15 p.m. 1.0 Substantive CLE Hour Cost $25 WIP The Myth of Doing it All (314) 3:30 p.m. 4:30 p.m. 1.0 Ethics CLE Hour Cost $25 RPPT The M.S. Hershey Foundation & the Enduring Legacy of Milton S. Hershey (307) 4:15 p.m. 5:15 p.m. 1.0 Substantive CLE Hour Cost $25 CLE REGISTRATION FOR THURSDAY, MAY 15 RPPT American Land Title Association (ALTA) Best Practices What They Are Why They Matter How to Comply (308) 9:00 a.m. 10:00 a.m. 1.0 Substantive CLE Hour Cost $25 RPPT PA Disciplinary Board Lessons for Real Estate and Estate & Trust Attorneys (309) 9:00 a.m. 10:00 a.m. 1.0 Ethics CLE Hour Cost $25 RPPT What Estate Attorneys (and Others) Should Know About the New PAR Agreement of Sale (310) 10:15 a.m. 11:15 a.m. 1.0 Substantive CLE Hour Cost $25 (Include the Annual Meeting Registration fees, CLE fees & Meal Functions) TOTAL DUE $ (From bottom of page 4.) My check, payable to PBA, is enclosed. Charge my MasterCard Visa Discover American Express Acct: Exp.: 3-Digit Security Code from back of card: Signature: Date: Cancellation Policy: Pre-registration deadline for Annual Meeting is May 2. After that date, all registrations will be accepted on a space-available basis. Written cancellation for any portion of Annual Meeting registration, including meals, must be received by noon on May 3. Upon receipt, a refund will be issued minus a $25 administrative fee. Return to: Meetings Department, PBA, P.O. Box 186, Harrisburg, PA or fax credit card registration to For more information call , ext Registrations will not be processed without payment. Non-CLE Registration No fee to attend these events Access to Justice/Legal Services to the Public Joint Committee Meeting In Person Teleconference Administrative Law Section Meeting In Person Teleconference Alternative Dispute Resolution Committee Meeting Appellate Advocacy Committee Meeting In Person Teleconference ByLaws Committee Meeting In Person Teleconference Business Law Section Meeting In Person Teleconference Charitable Organizations Committee Meeting In Person Teleconference Children s Rights Committee Meeting In Person Teleconference Civil and Equal Rights Committee Meeting In Person Teleconference Civil Litigation Section Meeting In Person Teleconference Collaborative Law Committee Meeting Committee/Section Roundtable Community and Public Relations Committee Meeting In Person Teleconference Criminal Justice Section Meeting Editorial Committee Meeting In Person Teleconference Education Law Section Meeting In Person Teleconference Environmental & Energy Law Section Mtg. In Person Teleconference Federal Practice Committee Meeting In Person Teleconference GLBT Rights Committee Meeting In Person Teleconference Government Lawyers Committee Meeting Health Care Law Committee Meeting In Person Teleconference House of Delegates Meeting Immigration Law Committee Meeting In Person Teleconference In-House Counsel Committee Meeting In Person Teleconference Insurance Staff Attorney Committee In Person Teleconference Intellectual Property Law Section Meeting Judicial Administration Committee Meeting In Person Teleconference Labor & Employment Law Section Meeting In Person Teleconference Lawyers Assistance Committee Meeting Lawyers Concerned for Lawyers Committee Meeting Legal Ethics & Professional Responsibility Committee Meeting In Person Teleconference Legal Services to Persons with Disabilities Committee Meeting In Person Teleconference Membership Development Committee Mtg. In Person Teleconference Military & Veteran Affairs Committee Mtg. In Person Teleconference Minority Bar Committee Meeting In Person Teleconference Minority Bar/Solo & Small Firm/Civil & Equal Rights/GLBT Rights/ PA Bar Foundation Reception Municipal Law Section Meeting In Person Teleconference New Delegates Orientation Breakfast PABAR PAC Meeting In Person Teleconference PA Bar Foundation Meeting Directors and Members Annual Meeting PBA Leadership Recruitment and Development Committee Meeting In Person Teleconference Pennsylvania Association of Bar Executives Meeting Plain English Committee Meeting In Person Teleconference Professional Liability Committee Meeting In Person Teleconference Public Utility Law Section Meeting In Person Teleconference Shale Energy Law Committee Meeting In Person Teleconference Solo & Small Firm Practice Section Meeting In Person Teleconference Statutory Law Committee Meeting In Person Teleconference Statutory Law Committee Reception Tax Law Section Meeting In Person Teleconference Tax Law Section Reception Workers Compensation Law Section Mtg. In Person Teleconference Young Lawyers Division Business Meeting 5

6 HOTEL REGISTRATION INFORMATION Pennsylvania Bar Association Real Property, Probate & Trust Law Section Annual Meeting/ Pennsylvania Bar Association Annual Meeting May 14-16, 2014 Hershey The Pennsylvania Bar Association is holding a block of guest rooms for the Annual Meeting at the Hershey Lodge; West Chocolate Avenue & University Drive, Hershey, PA ** For GPS directions use the address 325 University Drive, Hershey, PA Group Rates are: Single/Double Occupancy Rate: $183/room/night Rates include overnight accommodations only and are subject to applicable taxes. Group rates guaranteed only until 4/21/14. Reservations received after 4/21/14 accepted on a space available/rate available basis only. A personalized website for the Pennsylvania Bar Association s 2014 Annual Meeting is now available and will enable you to make your hotel reservations, learn more about the event, modify or cancel a reservation. To Make Your Reservation Online: Go to click on Events Calendar; May 14-16, 2014; click on PBA Annual Meeting; and choose Hotel Reservations. To Make Your Reservation By Phone: Call Photo courtesy of 6