PBI CLE - Planning does not end when the client dies. This program will discuss post-mortem tax elections that may be made on the decedent’s final income tax return, the fiduciary income tax return, a gift tax return, the estate tax return and elections available for generation-skipping tax purposes. The discussion will include methods available […]

PBI CLE - The Mindful Balance: Ethical Responsibilities in Addressing Client Trauma, Compassion Fatigue, and Lawyer Well-Being: Legal professionals frequently encounter client trauma, high stress, and emotional demands that can contribute to burnout, compassion fatigue, and secondary traumatic stress. This program examines the ethical implications of lawyer impairment, including its impact on competence, judgment, and professional responsibility. […]

PBI CLE - This CLE, designed to help build confidence when reviewing the IRS Form 990, is an essential course for attorneys serving as board members, officers, or advisors to nonprofit organizations, particularly in light of anticipated updates to this form coming in 2026. As a publicly available document reflecting a nonprofit’s governance, finances, program […]

PBI CLE - Employee handbooks are often an employer’s first (and sometimes best!) line of defense. In this engaging three‑hour program, employment law attorneys will dive into the building blocks of a legally sound, strategically crafted employee handbook. We’ll explore emerging trends, high‑risk policy areas, and recent decisions that shape how handbooks are interpreted in […]

PBI CLE - Mastering persuasion is one of the most valuable skills a trial attorney can develop. This dynamic CLE program brings together a panel of seasoned litigators and trial advocates to explore the art and strategy behind effective courtroom advocacy—from the first interaction with a jury through closing argument. Through practical insights, real-world experiences, […]