Available Programs

Seminars range from one to three hours in length with a "Q & A" session following. Most seminars are approved for continuing education credits (or can be submitted upon request), and all attendees receive a certificate of completion. All seminar topics can be adapted to fit other needs or interests.

If you are interested in hosting or attending a seminar, please contact Sarah Holland by calling (814) 923-4897 or sending an e-mail.

Click here for the current Knox Law Institute® seminar schedule.

The MaxProtect Plan®: The Perfect Plan for Your Son/Daughter

A must-consider plan for all businesses and those leaving gifts to children and/or grandchildren. Uses ordinary tools to produce extraordinary asset protection and tax savings.

You Earned It, Now Keep it Safe: Asset Protection Strategies

Understanding the legal principles related to protection of personal assets through legal means: what and who needs protection, how it can be achieved, and how much it may cost.

Collection Strategies for the Modern World: How to Get What's Coming To You

Understanding basic debt collection from both a creditor's and debtor's perspective, including strategies and insights that will improve the odds of debt recovery for your clients.

Buying Business Assets Out of Bankruptcy: Everyone Wants a Good Deal

You (or your clients) could be missing out on opportunities to buy assets at a discount. This program discusses the benefits and potential risks.

On the Grid: Energy Sector and Insolvency Issues in Today's Market 

In light of the current energy market, this program explores relevant issues for producers, landowners, trade creditors, potential buyers, and investors.

Insolvency and Restructuring in the Modern Era

Brief history of bankruptcy law, pros and cons of filing for bankruptcy, and an overview on how to handle bad debt.

Bankruptcy Basics: A Primer for Non-Lawyers

How to identify the need for reorganization or the signs of bankruptcy before it is too late, and how to improve your client's position in the meantime.

Business Succession Planning

Overview of estate and business succession planning, including use of trusts, voting control, ownership equity, tax considerations and more.

Shareholder Agreements: Buy, Sell or Option? That Is the Question

Primer on the key areas of an agreement that determine a shareholder’s rights and responsibilities, including what an individual should consider when drafting or entering into a shareholder agreement.

Buying or Selling a Business For the First Time: Navigating Uncharted Territory

Explores practical questions, answers and areas of concern you and your clients may have when contemplating buying or selling a business.

Business Contracts: I Read the Fine Print... So Should You

Explains the perils and pitfalls of "boilerplate" terms and conditions attached to every business contract and how to address the associated issues.

Pay Me Now, or Pay Me Later: Resolution and Exit Strategies to Avoid Litigation

Discusses financial and tax risks and damages caused by poor planning for exit strategies and ownership structures of small businesses.

This is Going to be Great, But What If It Isn't? Buy/Sell Agreements

Identifying and understanding the key areas of a shareholder agreement that determine a shareholder's rights and responsibilities, including a litigator's perspective.

The New ERISA Fiduciary Rule: Don't Think You Are a Fiduciary? Think Again

Explores the new Department of Labor fiduciary regulations (2016), including fiduciary investment advisor status, types of advisor compensation, covered and exempted communications, the impact on plan sponsors, and more.

"It Depends" - The Answer to All Simple Yes or No Questions

Explores how even the simple aspects of business, financial and estate planning can be frustrated by facts, interpretation, and misunderstanding. Just when you thought you understood the law... life happens.

Buying Business Assets Out of Bankruptcy: Everyone Wants a Good Deal

You (or your clients) could be missing out on opportunities to buy assets at a discount. This program discusses the benefits and potential risks.

Micro Captive Insurance Companies 

Learn how to identify an appropriate candidate for self insurance provided through a captive. Structure, benefits, insurance requirements and U.S. income tax implications are also reviewed.

Lending Decisions and Actions: The Trickle-Down Effect on Collections

Explores how good or bad loan documentation has a significant impact on ultimate collectability of a loan. Learn how to improve the odds of collection in the event of a default.

Franchising

Issues, opportunities and pitfalls for franchisors and franchisees.

Demystifying Medicaid Planning

Reviews the rules affecting an applicant's ability to qualify for Medicaid as well as some of the basic planning techniques used to preserve assets and facilitate a client's Medicaid qualification.

The IDIOT™: This Ain't Your Daddy's Grantor Trust

Explores the complexities involved when clients use grantor trusts, including long-term care planning, Medicaid eligibility, asset protection, income and capital gain tax, inheritance tax and real property transfer tax.

Wealth Preservation for Seniors

How to identify risks associated with (and potential pitfalls of) traditional planning techniques or bad advice. Also includes a primer on Medicaid rules.

Estate Planning: Documents, Designations, Titling & Trusts

Explore the basics of estate planning: what individuals need to consider, why asset ownership & titling matters, and why trusts can be helpful in some situations.

Estate Planning for the Rest of Us: Planning for Estates with Less Than $10M

Understanding the most relevant considerations in planning for estates with assets below the federal estate tax exclusion amount and examining special issues that may arise.

Estate Planning for Blended Families

Identifying issues involved with multiple marriages and blended families; proposing solutions through the use of various estate planning tools. Case studies are used to illustrate the issues and tools.

The MaxProtect Plan®: The Perfect Plan for Your Son/Daughter 

A must-consider plan for all businesses and those leaving gifts to children and/or grandchildren. Uses ordinary tools to produce extraordinary asset protection and tax savings.

Probate (#*@$%!): Misconceptions, Pros and Cons

Explains the formal estate administration (probate) process and typical methods used to avoid it; discusses benefits, limitations and drawbacks of probate avoidance.

Business Succession Planning 

Overview of estate and business succession planning, including use of trusts, voting control, ownership equity, tax considerations and more.

"It Depends" - The Answer to All Simple Yes or No Questions 

Explores how even the simple aspects of business, financial and estate planning can be frustrated by facts, interpretation, and misunderstanding. Just when you thought you understood the law... life happens.

Shale Energy Estate and Business Succession Planning

Overview of estate planning and how it relates to shale energy planning (Marcellus and Utica Shale). An explanation of geology and valuation of shale deposits is also available (often given in conjunction with a geologist).

Shale Energy and Forest Legacy Planning

Overview of estate planning and how it relates to shale energy (OGM interests) and/or forest land planning, with an emphasis on using trusts to maximize desired outcomes and mitigate unforeseen risk.

Special Needs Estate Planning

Overview of specialized estate planning techniques for special needs individuals and their families.

So Now You Are a Trustee: What's Next?

Highlights the major issues and complexities to consider when acting as a trustee for yourself or someone else.

Estate as IRA Beneficiary: Don’t Panic!

Options available for post mortem planning when an estate happens to be the IRA beneficiary.

Post Mortem Estate Tax Planning

Ensuring a smooth administration process for the intestate decedent or those with errors in their estate plans.

Tax Return Disclosure Position Standards - Is There a "Realistic Possibility" of Success? (For CPAs)

How your advice and disclosure recommendations can help avoid ethical violations. Offers 1.0 Ethics Continuing Education Credit Hour for CPAs

Buying and Selling Intellectual Property: How What You Can't See Can Hurt You

Explains the basics of patent, trademark, copyright and trade secret laws, and provides guidance on buying and selling intellectual property assets.

What You Need to Know About Intellectual Property

A practical primer on what intellectual property is, and how it can benefit you (or your clients).

Workplace Law Forum

Biennial event focusing on legal issues affecting business leaders and human resource professionals. 
*Next installment will be September 2018*

Our Labor & Employment Attorneys speak often on a variety of topics, some of which are listed here:

  • Hot Topics in Discrimination Law (includes Sexual Harassment and Disability Discrimination)
  • Drug Use in the Workplace
  • Fostering Positive Employee Relations
  • Hiring & Firing Issues: Legal Aspects
  • Prevent New Employees from Becoming New Litigation
  • Employee Handbooks: Tips to Keep Yours Current
  • 10 Things Every HR Professional Should Know
  • An Employer's Guide to Conducting Internal Investigations
  • Responding To and Investigating Employee Complaints
  • EEO Claims: What Actually Happens When Someone Alleges Employment Discrimination
  • Taking the Mystery Out of Employment Litigation: Understanding the Litigation Process and Identifying Best Practices
  • Wage & Hour Update
  • Social Media & Work Rules
  • Employees Who are Fired or Who Quit: Why Are They Entitled to Unemployment Compensation Benefits?
  • The Family and Medical Leave Act: Still Crazy After All These Years
  • An Employer's Obligation To Grant A Leave of Absence: Guidelines from the EEOC about Reasonable Accommodation and the ADA
  • Common HR Issues in the Professional Workplace: All in a Day's Work
  • Clearances for the Nonprofit Employer: Amendments to Pennsylvania's Child Protective Services Law

Pay Me Now, or Pay Me Later: Resolution and Exit Strategies to Avoid Litigation

Discusses financial and tax risks and damages caused by poor planning for exit strategies and ownership structures of small businesses.

"It Depends" - The Answer to All Simple Yes or No Questions

Explores how even the simple aspects of business, financial and estate planning can be frustrated by facts, interpretation, and misunderstanding. Just when you thought you understood the law... life happens.

What to Do After the Sheriff Leaves: Key Decisions at the Onset of Litigation

An overview of the key tactical, logistical and protective steps that should be taken immediately after your client learns of adverse litigation.

Municipal Law Symposium

Annual event focusing on legal issues affecting the public sector.

Training for School Managers

Various workshops and management training programs are available for school directors and administrative staff. Some of the topics include:

  • Disciplining School Employees
  • Grievance Handling for Administrators
  • Managing Employee Performance
  • Employee Documentation and Record Keeping
  • Teacher Evaluations and Observations
  • The Role of the School Board in Personnel Issues
  • Social Networking and School Employees
  • Employee Violation of Computer Use and Technology Policies and Related Forensic Issues
  • Understanding and Avoiding Sexual (and Other) Harassment in the Workplace
  • Crafting and Implementing Act 93 Plans
  • Defining Successful Labor Negotiations
  • What Schools Can Learn About Labor Relations from the Private Sector
  • Common Errors of Management Negotiators
  • Responding to Charges of Employment Discrimination

Nonprofit Fundraising

The law and ethics of fundraising for nonprofit organizations.

Nonprofit Governance

Duties of directors and officers of nonprofit organizations, including protection against personal liability.

Nonprofit Charitable Planning

Reviews the current law related to the 3.8% investment income tax and the charitable opportunities to mitigate its impact.

The ABCs of an LOI

Understanding letters of intent in business and real estate transactions and what happens when litigation ensues.

Shale Energy 101: Anatomy of a Dead Oil and Gas Lease

Explores issues associated with terminating an oil and gas lease subsequent to the lease commencement date.

Commercial Leases

Understanding what needs to be addressed in a commercial lease.

Complex Charitable Gift Planning

Capitalizing on the current estate and tax law to maximize philanthropic and planned giving.

Marital Deduction Planning

The nuts and bolts of marital gift funding.

Real Life Consequences for Not Following the IRS Reporting Rules

Reviews current tax cases involving improper reporting of various business and estate planning transactions, and the related IRS victories.

Spousal Lifetime Access Trusts (SLATs): Not Just for the Rich and Famous

Discusses "rainy day trusts" and why many spouses should consider nonreciprocal lifetime credit shelter trusts.

Brady Bunch Business Succession Planning: What Happens if the Bradys Don't "Trust"

Through a relevant case study (modified Brady Bunch), attendees will learn about key issues and benefits of using trusts for business succession and estate planning.

The MaxProtect Plan®: The Perfect Plan for Your Son/Daughter

A must-consider plan for all businesses and those leaving gifts to children and/or grandchildren. Uses ordinary tools (including trusts) to produce extraordinary asset protection and tax savings.

To Trust an IRA... Or Not: Leaving Retirement Benefits to a Trust

Understanding the basics of having retirement accounts payable to a trust and how to avoid triggering negative income tax consequences.

The IDIOT™: This Ain't Your Daddy's Grantor Trust 

Explores the complexities involved when clients use grantor trusts, including long-term care planning, Medicaid eligibility, asset protection, income and capital gain tax, inheritance tax and real property transfer tax.

So Now You Are a Trustee: What's Next?

Highlights the major issues and complexities to consider when acting as a trustee for yourself or someone else.

Grantor Trusts Explained: Trusts You Can't Trust

Reviews the definition, types, uses and funding of Grantor Trusts. Specific provisions are reviewed, as well as drafting tips and tax implications.

Irrevocable Trust Flexibility 

Understanding the current tax law relative to retaining indirect control over trust assets, strategies for modifying existing irrevocable trusts, and the IRS's increasing concern about these strategies (and what this all means for your clients!).

Trusts: Mitigating the 3.8% Investment Income Tax

Reviews the current law related to the 3.8% investment income tax and the planning strategies to mitigate its impact.

If you are interested in hosting or attending a seminar, please contact Sarah Holland by calling (814) 923-4897 or sending an e-mail.

Click here for the current Knox Law Institute® seminar schedule.