PBA Real Property, Probate and Trust Law Section. Annual Meeting

Transcription

1 PBA Real Property, Probate and Trust Law Section Annual Hershey Lodge, Hershey, Pa. May 12-13, 2010

2 Pennsylvania Bar Association REAL PROPERTY, PROBATE AND TRUST LAW SECTION ANNUAL MEETING May 12-13, 2010 Hershey Lodge, Hershey, PA 7:00 a.m. 7:00 p.m. Registration WEDNESDAY, May 12 9:00 a.m. 10:30 a.m. Recent Developments in Real Property & Probate CLE 301 The perennially favorite presentation of the most recent court decisions, hottest topics and mustknow happenings in the field of real property and probate law has returned! Join us as we highlight this year s hot-button items, including Recent Developments in Pennsylvania Estate Law and a discussion of the recent RESPA changes. Andrea Geraghty, Esq., Geraghty & Associates, PC, Pittsburgh Vincent B. Mancini, Esq., Law Offices of Vincent B. Mancini Kirby G. Upright, Esq., King, Spry, Herman, Freund & Faul, LLC, Bethlehem CLE Credit: 1.5 Substantive hours 10:45 a.m. 11:45 a.m. Till Debt Do Us Part CLE 302 An overview of the special problems facing executors and creditors when an estate is insolvent (or close to insolvent). Topics covered will include priority of claims, notices and procedures to protect the executor or administrator from personal liability to creditors, procedures available to creditors to enforce their rights, formal and informal settlements of insolvent estates, and the rights of creditors in non-estate assets. Speaker: Daniel B. Evans, Esq., Attorney at Law, Philadelphia 12:00 noon 2:00 p.m. Women In The Profession Annual Luncheon Featured Keynote Speaker: Claire Shipman 2:00 p.m. 3:00 p.m. Real Estate Financing 2010 CLE 303 Join Mr. Kogan and Mr. Tatnall as they address the state of the real property market, recent and proposed changes to the regulatory regime, the latest in financial options, and current state and federal programs for real estate and business entities. Discover who is still doing deals and how they are being done. Arnold B. Kogan, Esq., Goldberg Katzman PC, Harrisburg James G. Tatnall, Senior V.P. Capital Region, Fulton Bank 2

3 3:15 p.m. 4:15 p.m. Aging Issues Potpourri CLE 304 So you re getting older or your parents or other family members are there. What do you need to know to assure that they are getting the best medical care, the most from their insurance coverage and taking advantage of the best tax strategies? Many issues will be identified, analyzed and simplified. Robert C. Gerhard, III, Esq., Gerhard and Gerhard, Glenside Marielle Hazen, Esq., Hazen Elder Law, Harrisburg 4:15 p.m. 5:15 p.m. RESPA CLE 305 The Real Estate Settlement Procedures Act (RESPA), which governs the sale of residential real estate, has undergone significant changes. The New RESPA regulations went into effect on Jan. 1, This program will detail the changes in the Good Faith Estimate and show the transition to the new HUD-1 Settlement Sheet. If you are conducting settlements, or are representing buyers at settlement, this course will provide valuable insight and understanding. Speaker: Brett Woodburn, Esq., Caldwell & Kearns PC, Harrisburg 4:15 p.m. 5:15 p.m. Get What s Coming to You Remedies in Orphans Courts CLE 306 This seminar will review procedures for obtaining judgments and awards through the Orphans Court and enforcing them. Thomas A. Boulden, Esq., Timoney Knox, LLP, Fort Washington Adam T. Gusdorff, Esq., Mannion Prior, LLP, King of Prussia 5:00 p.m. 7:30 p.m. Law School s 7:30 p.m. 10:00 p.m. RPP&T Wine-pairing Dinner Cost: $60 RPP&T Section Members $100 Non-members At our celebrated annual Wine Pairing Dinner, you will have the opportunity to taste/drink at least six carefully selected delicious wines, paired with gourmet food courses. A percentage of the cost of this dinner is subsidized for members by the RPPT Section. It s a delicious opportunity not to be missed. THURSDAY, May 13 8:00 a.m. 9:00 a.m. RPP&T Law Section Breakfast 9:00 a.m. 10:00 a.m. Estate Tax Roundtable: 2010 Forward CLE 307 A discussion of the most likely direction that Congress will take to resolve the present debacle and what to do for your clients now. Many people are employing various types of clauses. What should we do? Bridget M. Whitley, Esq., Skarlatos & Zonarich LLP, Harrisburg William C. Mackrides., Esq., Mackrides Associates, Media Jill R. Fowler, Heckscher Teillon Terrill & Sager PC, West Conshohocken 10:00 a.m. 11:00 a.m. Conservation Easements CLE 308 Discussion of the use of Conservation Easements as a tool for land planning, tax planning and estate planning Speaker: Patricia L. Pregmon, Esq., Pregmon Law Offices Cost: $300 (Section Members) Includes registration, RPP&T CLE Sessions, Wednesday s WIP luncheon and Thursday s RPP&T Law Section Breakfast. You are also invited to attend the the PBA Awards Luncheon on Thursday for an additional cost. The MCLE programs for the 2010 PBA Real Property, Probate and Trust Law Section Annual 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. Hershey is a trademark used with permission. 3

4 Name (Please type or print) PBA Real Property, Probate and Trust Law Section Annual May 12-13, 2010, Hershey Lodge REGISTRATION DEADLINE: APRIL 30 First Name or Nickname for Badge Supreme Court ID Address Phone # FAX # 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. All PBA members are invited to attend the House of Delegates. 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 ON PAGE 5. PBA Member $125 Non- PBA Member Attorneys $290 Attorney in Practice one year or less $0 AMOUNT DUE $ REGISTRATION OPTION 2: WOMEN IN THE PROFESSION (for those attending all the WIP events only) Includes registration, the Breakfast, WIP CLE sessions, the WIP Luncheon and Reception. Additional meal tickets may be purchased in MEAL FUNCTIONS section below. PBA Member $220 Non-Attorney $145 Non-PBA Member Attorney $395 AMOUNT DUE $ REGISTRATION OPTION 3: Real Property, Probate and Trust Section Annual (for those attending all RPP&T Annual events only). Includes registration, RPP&T CLE Sessions, Wednesday s WIP Luncheon, and Section Breakfast on Thursday. It does NOT include Wednesday night dinner or the Awards Luncheon on Thursday. Additional meal tickets may be purchased in MEAL FUNCTIONS section below. RPP&T Section Member $300 PBA Member, non-section Member $350 Non-PBA Member Attorney $470 Non-Attorney $150 AMOUNT DUE $ CLE FEES: Complete the CLE Registration Form on the reverse page. Enter the total cost of CLE hours onto the line below. TOTAL CLE FEES DUE $ MEAL FUNCTIONS: IF YOU REGISTERED FOR OPTION 2 OR 3, THE WOMEN IN THE PROFESSION CONFERENCE OR THE RPPT 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 RPP&T Section Wine-pairing Dinner Section Member $60 Non-Section Member $100 AMOUNT DUE $ Thursday PBA Awards Luncheon Committee/Section Day Attendee $12 Others $30 AMOUNT DUE $ Annual Reception/Dinner $105 YLD Members/YLD Spouse or Guest $75 Friday House of Delegates Luncheon $0 4 AMOUNT DUE $ TOTAL DUE $ (Copy this figure where indicated on page 5.)

5 CLE REGISTRATION FOR WEDNESDAY, MAY 12 RPPT Recent Developments in Real Property & Probate (301) 9:00 a.m. 10:30 a.m. 1.5 Substantive CLE Hours Cost $37 WIP Tackling Gender Specific Challenges in Times of Economic Downturn (309) 9:45 a.m. 11:30 a.m. 1.5 Substantive CLE Hours Cost $37 RPPT Till Debt Do Us Part (302) 10:45 a.m. 11:45 a.m. 1.0 Substantive CLE Hours Cost $25 RPPT Real Estate Financing 2010 (303) 2:00 p.m. 3:00 p.m. 1.0 Substantive CLE Hour Cost $25 On Being A Whole Person (311) 2:30 p.m. 4:00 p.m. 1.5 Ethics CLE Hours Cost $37 WIP Alternatives in Tough Economic Times (310) 2:30 p.m. 3:30 p.m. 1.0 Substantive CLE Hour Cost $25 RPPT Aging Issues Potpourri (304) 3:15 p.m. 4:15 p.m. 1.0 Substantive CLE Hour Cost $25 RPPT RESPA (305) 4:15 p.m. 5:15 p.m. 1.0 Substantive CLE Hour Cost $25 RPPT Get What s Coming to You Remedies in Orphans Courts (306) 4:15 p.m. 5:15 p.m. 1.0 Substantive CLE Hour Cost $25 CLE REGISTRATION FOR THURSDAY, MAY 13 RPPT Estate Tax Roundtable: 2010 Forward (307) 9:00 a.m. 10:00 a.m. 1.0 Substantive CLE Hour Cost $25 RPPT Conservation Easements (308) 10:00 a.m. 11:00 a.m. 1.0 Substantive CLE Hour Cost $25 TOTAL CLE COSTS $ (Include the Annual Registration fees, CLE fees & Meal Functions) TOTAL DUE $ (From bottom of page 5.) My check, payable to PBA, is enclosed. Charge my MasterCard Visa AMEX Discover Acct: Exp. 3-Digit Security Code from back of card: Signature Date Cancellation Policy: Pre-registration deadline for Annual is April 30. After that date, all registrations will be accepted on a space-available basis. Written cancellation for any portion of Annual registration, including meals, must be received by noon on May 7. Upon receipt, a refund will be issued minus a $25 administrative fee. Return to: s 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 Administrative Law Section Legal Services to Persons with Alternative Dispute Resolution Disabilities Committee Committee Legal Services to the Public Committee Appellate Advocacy Committee Medical & Health Related Issues Bar/Press Committee Interdisciplinary Committee By Laws Committee Membership Development Committee Business Law Section O/C CCBL Executive Committee Breakfast Military & Veteran Affairs Committee Charitable Organizations Committee Minority Bar Committee Minority Bar/Solo & Small Firm/Civil Child Advocate Pro Bono Committee & Equal Rights/Gay & Lesbian Rights Reception Children s Rights Committee New Delegates Orientation Breakfast Civil and Equal Rights Committee PA Assn. of Bar Exec. (PABE) PA Bar Foundation Civil Litigation Section O/C PABAR-PAC Board Corrections System Committee PBA Leadership Recruitment & Development Committee Criminal Law Section Pennsylvania State University Duquesne University School of Law Dickinson School of Law Alumni Reception Editorial Committee Plain English Committee Federal Practice Committee Professional Liability Committee Gaming Law Committee Gay and Lesbian Rights Committee Professionalism Committee Public Utility Law Section Government Lawyers Committee O/C Senior Lawyers Committee House of Delegates Solo & Small Firm Practice Section Insurance Staff Attorney Committee O/C Statutory Law Committee Intellectual Property Law Section O/C Tax Law Section Tax Law Section Reception Labor & Employment Law Section University of Akron School of Law O/C Law Related Education Committee Villanova University School of Law Lawyers Assistance Committee Widener University School of Law LCL Board of Directors WIP Reception Legal Ethics & Professional Workers Compensation Law Section Responsibility Committee O/C Legal Services for Exceptional Children Young Lawyers Division Business Committee 5

6 Hotel Registration Information PBA Real Property, Probate and Trust Law Section Annual May 12-13, 2010 Hershey Lodge, Hershey The Pennsylvania Bar Association is holding a block of guest rooms for the Annual at the Hershey Lodge, West Chocolate Avenue & 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 4/10/10. Reservations received after 4/10/10 accepted on a space available/rate available basis only. A personalized Web site for the Pennsylvania Bar Association s 2010 Annual 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 ON-LINE: Go to: click on Events Calendar; May 12-14, click on PBA Annual ; and choose Hotel Reservations. TO MAKE YOUR RESERVATION BY PHONE: Call