PBI's 2007 "Estate & Elder Law Symposium"

The Eighth Annual "Estate & Elder Law Symposium", offered by the Pennsylvania Bar Institute, will be held on Tuesday, February 13, 2007, in Pittsburgh, and on Tuesday, February 27, 2007, in Philadelphia.

Take advantage of "the Best of" two of PBI’s most popular Institutes in our Estate and Elder Law Symposium. In this one-day Symposium we feature some of the most popular sessions from our annual Estate Law Institute and Elder Law Institute.

You’ll start off the day with highlights of the year important to both estate and elder law practices. Then you’ll have your choice of two concurrent breakout sessions each hour on a variety of estate and elder law topics. Offered in both Pittsburgh and Philadelphia, this course is a great choice for anyone who has an estate or elder law practice.

Although titled under the same "symposium" name, the two course offerings differ somewhat in their presentations:

Pittsburgh Program – Tues., Feb. 13, 2007

• 8:00 - 8:30 am -- Registration and Continental Breakfast

• 8:30 - 9:30 -- The Year in Review
• 9:30 - 9:40 am -- Break
• 9:40 - 10:40 am -- Concurrent Workshops
• 1. Keeping the Promise: "I will never put you into a nursing home"
• 2. Pennsylvania’s New Uniform Trust Act
• 10:40 - 10:50 am -- Break
• 10:50 - 11:50 am -- Concurrent Workshops
• 1. Crunching the Numbers – Calculating Medicaid Eligibility
• 2. Guardians & the Courts: The Rights, Responsibilities & Limits
• 11:50 am - 12:50 pm -- Lunch (included in your tuition)
• 12:50 - 1:50 pm -- Concurrent Workshops
• 1. Annuities After the Deficit Reduction Act and How to Use Them
• 2. Gifts to Grandkids: 529 Plans & More
• 1:50 - 2:00 pm -- Break
• 2:00 - 3:00 pm -- Concurrent Workshops
• 1. Advising the Dying Client (ETHICS)
• 2. Uses & Abuses of the Durable Power of Attorney
• 3:00 - 3:15 pm -- Break
• 3:15 - 4:15 pm -- Concurrent Workshops
• 1. Planning Options in the Post Deficit Reduction Act Era
• 2. Planning for Your Client’s Special Needs Child

Philadelphia Program – Tues., Feb. 27, 2007

• 8:00 - 8:30 am -- Registration and Continental Breakfast
• 8:30 - 9:30 am -- The Year in Review
• 9:30 - 9:40 am -- Break
• 9:40 - 10:40 am -- Concurrent Workshops
• 1. Keeping the Promise: "I will never put you into a nursing home"
• 2. Pennsylvania’s New Uniform Trust Act
• 10:40 - 10:50 am -- Break
• 10:50 - 11:50 am -- Concurrent Workshops
• 1. How Will PA’s Dept. of Public Welfare Implement, Apply and Enforce the Deficit Reduction Act
• 2. Life Insurance Trusts Powers of Attorney & Gifting Powers
• 11:50 - 12:50 pm -- Lunch (included in your tuition)
• 12:50 - 1:50 pm -- Concurrent Workshops
• 1. Key Drafting Provisions for Special Needs Trusts
• 2. The 60s Client – the New Middle Age: The Financial Issues
• 1:50 - 2:00 pm -- Break
• 2:00 - 3:00 pm -- Concurrent Workshops
• 1. Annuities After the Deficit Reduction Act and How to Use Them
• 2. Special Needs Trusts: Critical Uses & the Developing State of the Art
• 3:00 - 3:15 pm -- Break
• 3:15 - 4:15 pm -- Concurrent Workshops
• 1. Practice Tips for Planning After the Deficit Reduction Act
• 2. Ethics Update (ETHICS)

The Symposium's materials & speakers are drawn from two different Institutes held in the past year.

The two-day "Estate Law Institute", last held on November 1, 2006, offered 4 volumes of materials (2,785 pages). Held annually in October or November, as sponsored by PBA's Real Property, Probate & Trust Law Section (Probate & Trust Law Division), it is now being planned for its fourteenth incarnation in 2007.

The two-day Elder Law Institute", last held on July 1, 2006, offered 3 volumes of materials (1,742 pages). Held annually in June or July, as sponsored by PBA's Elder Law Section, it is now being planned for its tenth incarnation on July 19-20, 2007.

This seminar -- the "Estate & Elder Law Symposium" is co-sponsored by both PBA Sections. Such cooperation is laudable, since the substantive topics of the presenters and the law practices of the attendees for the two Institutes now overlap significantly. Over time, the offerings of the two separate Institutes appear almost to have converged.

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