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DTSTART;TZID=America/New_York:20260715T120000
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DTSTAMP:20260429T190506Z
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UID:6424-1784116800-1784131200@www.freedmanlpm.com
SUMMARY:WEBCAST:  PBI Technology Ethics Potpourri 2026
DESCRIPTION:HANDLING ENTRUSTED FUNDS \n(1 Hr. Ethics Credit) \nPresentor:  Ellen Freedman    Time:  1-2 pm \nOne of the most common reasons for the imposition of serious discipline against a lawyer is the lawyer’s failure to handle fiduciary funds properly.  Recent changes in the law\, including mandatory IOLTA requirements indicate the wide range of concern within the courts\, the legislature\, and the public as to the importance of proper handling of fiduciary funds. \nDifferent methods for billing fees — flat fee\, hourly\, percentage — can make it unclear when it is appropriate to take fund from trust to deposit into the lawyer’s operating account.  Additional complications arise when fees are considered non-refundable.  Or when the client agrees to have future charges put on their credit card.  Getting the correct language clearly stated in the engagement agreement is often the key to avoid running afoul of ethical requirements. \nThis course will bring you up to date on requirements and best practices. \n  \n 
URL:https://www.freedmanlpm.com/my-event/webcast-pbi-technology-ethics-potpourri-2026/
CATEGORIES:webinar
ORGANIZER;CN="Pennsylvania Bar Institute":MAILTO:kmarks@pbi.org
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DTSTART;TZID=America/New_York:20260603T130000
DTEND;TZID=America/New_York:20260603T150000
DTSTAMP:20260429T175154Z
CREATED:20260429T174955Z
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UID:6413-1780491600-1780498800@www.freedmanlpm.com
SUMMARY:WEBCAST:  Succession Planning for Emergency Purposes (aka Surrogacy Planning)
DESCRIPTION:WEBINAR – 2 HR. ETHICS \nDisasters come in all forms\, from natural to man-made to technological.  You will learn the three universal steps each firm must take to create a plan to meet your ethical responsibilities.  The course focuses in detail on how to continue to run your office when you are sick\, injured or disabled\, missing\, suspended or disbarred\, or how to run you or sell your practice information and forms which can be put to immediate use by your firm.  The seminar handout includes the Surrogacy Planning Toolkit\, normally available only to PBA Members.
URL:https://www.freedmanlpm.com/my-event/succession-planning-for-emergency-purposes-aka-surrogacy-planning/
CATEGORIES:webinar
ORGANIZER;CN="Pennsylvania Bar Institute":MAILTO:kmarks@pbi.org
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DTSTART;TZID=America/New_York:20260528T100000
DTEND;TZID=America/New_York:20260528T120000
DTSTAMP:20260429T164807Z
CREATED:20260429T164807Z
LAST-MODIFIED:20260429T164807Z
UID:6405-1779962400-1779969600@www.freedmanlpm.com
SUMMARY:WEBCAST:  Ethical Considerations & Best Practices for Lawyers Transitioning to Other Roles 2026
DESCRIPTION:Credits:  2 Ethics \nCareer transitions in the legal profession are more common—and more complex—than ever. Whether moving to the bench\, shifting into government service\, transitioning in-house\, launching a virtual practice\, or planning for retirement\, attorneys must navigate a wide range of ethical obligations alongside practical and business considerations. \nThis comprehensive two-hour program provides a structured\, real-world examination of the rules\, risks\, and best practices that govern these transitions. Drawing on Pennsylvania ethics opinions\, Rules of Professional Conduct\, and practical guidance from experienced practitioners\, the panel will address key issues including conflicts of interest\, client communication obligations\, confidentiality\, advertising\, and the ethical implications of nonlegal services and remote practice. \nIn addition to ethics\, the program offers actionable guidance on managing the logistical realities of change—from firm departures and client notifications to succession planning and closing a practice. Attendees will leave with a clearer understanding of how to navigate professional transitions responsibly while protecting clients\, licenses\, and reputations.
URL:https://www.freedmanlpm.com/my-event/webcast-ethical-considerations-best-practices-for-lawyers-transitioning-to-other-roles-2026/
CATEGORIES:webinar
ORGANIZER;CN="Pennsylvania Bar Institute":MAILTO:kmarks@pbi.org
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DTSTART;TZID=America/New_York:20260213T090000
DTEND;TZID=America/New_York:20260213T122000
DTSTAMP:20260131T173501Z
CREATED:20260131T162935Z
LAST-MODIFIED:20260131T173501Z
UID:6358-1770973200-1770985200@www.freedmanlpm.com
SUMMARY:FROM IDEA TO PRACTICE: FIRM MANAGEMENT BASICS & ETHICAL MUST-KNOWS
DESCRIPTION:This program highlights the ethical obligations that govern firm ownership and management. Faculty will review key rules on billing methods and fee agreements\, record management\, secure computing platforms\, the use and billing of AI\, advertising\, hiring and supervision\, and safeguarding client funds—along with common pitfalls for new solo and small-firm practitioners. Through practical examples and real-world scenarios\, participants will gain clarity on how to build a practice that complies with professional responsibility standards from day one. \n 
URL:https://www.freedmanlpm.com/my-event/from-idea-to-practice-firm-management-basics-ethical-must-knows/
CATEGORIES:webinar
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