Print Page | Contact Us | Sign In | Register
AmTrust Agent Seminar - Ligonier - June 20, 2019
Tell a Friend About This EventTell a Friend
 

Three (3) PA CE & CLE credits plus Lunch

6/20/2019
When: Thursday, June 20, 2019
From 11:30 am till 3:30 pm
Where: Ligonier Country Club
Route 711 South
Country Club Road
Ligonier, Pennsylvania  15658
United States
Contact: Kim Kostusiak
610-265-5980


Online registration is closed.
« Go to Upcoming Event List  

AmTrust 2019 Agent Seminar


Thursday, June 20, 2019

At

Ligonier Country Club
  Route 711 South
Country Club Road
Ligonier, PA
(724) 238-7620


11:30 am - 3:30pm


Accredited for 3 PA CE and CLE credits

Includes Lunch

AGENDA:

  11:30am - 12:00pm - Registration & Lunch
  12:00pm                   - Seminar Begins
    3:30pm                   - Seminar Adjourns

Presented by:
Karen Gutman, Esq.: AmTrust Title PA State Counsel
Gerry Simon, Esq.: AmTrust Title PA State Counsel
Gregory Heeb, Esq.: Supervising Special Agent/FBI

Course Outline:

I. Tenancies – Presented by: Karen Gutman, Esq.

a. Tenants by the Entireties (TBE)
b. Joint Tenants with Right of Survivorship (JTWROS)
c. Tenants in Common (TC)


II. Inheritance Taxes – Presented by: Karen Gutman, Esq.

a. Basic Facts Regarding Inheritance Taxes
b. Inheritance Tax Rates
c. Property Subject to Inheritance Tax
d. Updated Underwriting Practices for Inheritance Taxes



III. Powers of Attorney – Presented by: Gerry Simon, Esq.

a. Applicable Statute
b. Mandatory Requirements for Agents
c. Additional Duties of Agents
d. Liability of Agents
e. Changes in Duty to Accept POAs
f. Durability of POA
g. Incapacitated Person


IV. Fraud – Presented by: SSA Greg Heeb - FBI

a. Overview of FBI’s Complex Financial Crimes Program
b. Frauds and Swindles Threats
c. Corporate and Securities/Commodities Fraud
d. Financial Institution Related Fraud
e. Selected Case Overviews

PRICING:
There is NO fee  for agents to attend.


Register online or download a Registration Form.


Pennsylvania Land Title Institute (PLTI) is an accredited provider for
the Pennsylvania Board of Continuing Legal Education and the Pennsylvania Department of Insurance.


All Fees Must Be Paid Prior To Seminar
.
No cancellation refunds after 3:00 pm day prior to seminar.

NEED HELP WHILE REGISTERING?
PLEASE CONTACT PLTI DIRECTLY AT 610.265.5980.
THANK YOU!

PLTA Partners