Free CLE

Course Credit per State

Course Presenter(s)

Paul Waldau

From 2004 through 2008, Paul was the Director of the Center for Animals and Public Policy at Tufts University School of Veterinary Medicine, where he remains on the faculty. In addition, Paul directed the Center''s Master of Science graduate program, which originated in 1995 and through 2006-2008 developed as the world''s leading program in human-animal studies. Paul has a Doctor of Philosophy degree from University of Oxford. He also has a Juris Doctor degree from UCLA Law School and a Master''s Degree from Stanford University in Religious Studies.

Paul is the author or editor of three books?sole author of The Specter of Speciesism: Buddhist and Christian Views of Animals published by Oxford University Press in 2001; co-editor of A Communion of Subjects: Animals in Religion, Science, and Ethics published by Columbia University Press in 2006; and co-editor of An Elephant in the Room: The Science and Well-being of Elephants in Captivity, published by the Center for Animals and Public Policy in 2008.

Paul publishes widely, recent examples of which are the article in the prestigious Encyclopedia of Religion on "Animals" and a series of articles in the Journal of Veterinary Medical Education on ethics instruction in veterinary schools. Copies of various publications by Paul, as well as various interviews, can be accessed at www.paulwaldau.com and www.religionandanimals.org.

Paul has been teaching ethics courses at the veterinary school for ten years, and in 2008 was again named the Barker Lecturer in "Animal Law" at Harvard Law School, where he also taught in 2002 and 2006. He has also directed the Yale Law School "Animal Law Reading Group" (2007 and 2003), and also taught courses at Boston College Law School. Paul is again offering a lecture in the summer term for Yale''s Interdisciplinary Center for Bioethics, and he will later this year offer a course entitled "Religion and Animals" at Harvard. He is also the founder of the Animals and Religion Consultation at the American Academy of Religion and a consultant for many institutes and groups interested in animal protection issues.

Course Credit per State

Course Presenter(s)

Francine Ward, Esq.

A 1989 graduate of Georgetown University Law Center, Francine Denise Ward earned her undergraduate degree in 1986 from the City University of New York---Hunter College. Admitted to practice in both California and New York, her IP focus is on copyrights, trademarks, internet, and publishing law. Ms. Ward has carved out a niche working with eCommerce entrepreneurs, information marketers, authors, and professional speakers.

Not surprisingly, Francine loves working with entrepreneurs and authors--because she is one! She understands from firsthand experience the importance of safeguarding what she''s invested so much time and money creating, e.g, books, articles, web content, product, videos, her brand and the right to create these things. She''s written two self-help books (Esteemable Acts: 10 Actions for Building Real Self-Esteem and 52 Weeks of Esteemable Acts: A Guide to Right Living), has given a number of motivational business keynotes, and has talked extensively to entrepreneurs on the importance of protecting their valuable intellectual property. She has now expanded her reach to social media, including the Second Life.

Francine Ward is an active member of the American Bar Association''s Intellectual Property Law Section, and currently chairs Committee 408 (In the Interest of Individuals and Small Businesses). Always willing to be of service and forever involved in her community, Francine volunteers her time helping women struggling with addiction who have lost their kids, she''s on the boards of the National Council on Alcoholism and Other Drugs in the Bay Area and the National Speakers Association, and is a pro-bono volunteer lawyer through the VLSP program with the San Francisco Bar Association.

Francine D. Ward resides in Mill Valley, CA with her husband Richard Lipfield, and three cats, Mango, Spike, and Kiwi.

• Benefits, including pension.
• No loss of Social Security

• Historic Loss (''back pay'')
• Present Value of Future Loss (''front pay)

• Wage growth rate
• Inflation rate
• Discount Rate "controversy"
• Net discount rate

• Salary or compensation basis
• Mitigation of loss
• Punitive Damages
• Economic analysis only in assessing defendant''s financial condition

  Course Credit per State

  
  AK - General: 1.0 Credits
  AZ - General: 1.0 Credits
  CA - General: 1.0 Credits
  CO - General: 1.0 Credits
  FL - General: 1.0 Credits
  MO - Self Study: 1.0 Credits
  MS - General: 1.0 Credits
  NV - General: 1.0 Credits
  NY - General: 1.0 Credits
  TN - General: 1.0 Credits
  TX - General: 1.0 Credits
  VT - General: 1.0 Credits
  WA - General: 1.0 Credits
  WV - General: 1.2 Credits
  

  Course Presenter(s)

  George Jouganatos

  George A. Jouganatos has been a professor of economics for over 17 years. He has taught economics, finance, and quantitative analysis at University of California, Davis, University of California, Santa Cruz, California State University, Sacramento, and California State University, Hayward. He has published and engaged in seminars in the fields of the economics of development, political economy, economic history, environmental economics, public policy, and economic modeling and forecasting.

  Dr. Jouganatos conducted research at the University of Athens and the Center of Economic Research and Planning in Athens, Greece where he conferred with many of the nation''s top economists and political officials. The fruit of the research resulted in a seminal book on the development of the Greek economy. His work on the Greek economy has been cited numerous times. He also engaged in research at the Institute of Development Studies, University of Sussex.

  He works as a consulting economist providing economic and statistical analysis for the private and public sectors since 1991. He has written many economic impact, efficiency, cost, and feasibility studies. He has designed economic models, strategic plans, and performance measures. Dr. Jouganatos serves as an expert witness for cases involving personal Injury, wrongful death, wrongful termination, housing discrimination, employment discrimination, economic loss, business valuations, public finance, and breach of contracts. He has consulted and given testimony for numerous attorneys in California as well as in Nevada, Iowa, Montana, Hawaii and New York.

  His selected clients include California Department of Boating and Waterways, California Resources Agency, California Attorney General, California Department of Finance, California Department of Education, California Department of Transportation, California Department of Justice, California Department of Corrections. Governor''s Office of Planning and Research, City of San Francisco, Harcourt Brace, State Farm Insurance, General American Investments, Individual Rights Foundation, Allied Electric Motor, Bank of New York, and numerous law firms.

  Dr. Jouganatos has advised California State Assembly and Congressional candidates on economic issues and policies. He was asked to review economic platforms of United States Senate and California gubernatorial candidates. On several occasions he has provided brief commentaries on economic events and issues for television and radio.

  In 2000, he was awarded a Faculty Research Fellows Grant from the Center of California Studies, California State University, Sacramento to analyze state land holdings for the Governor''s Office of Planning and Research.

  He received a Ph.D. in economics from the University of California at Riverside.

• Compensatory Damages
• Punitive Damages
• Hedonic Loss
• The Calculations

• The Main Components of the Analysis
• Worklife
• Salary Base
• Discount Rate
• Growth Rate (of salary)
• Growth Rate of Future Medical Costs

• Pension
• Social Security
• Unused Vacation
• Mitigation of Loss
• Taxes
• "Lost Years"
• No deduction for future living expenses

Course Credit per State

Course Presenter(s)

George Jouganatos

George A. Jouganatos has been a professor of economics for over 17 years. He has taught economics, finance, and quantitative analysis at University of California, Davis, University of California, Santa Cruz, California State University, Sacramento, and California State University, Hayward. He has published and engaged in seminars in the fields of the economics of development, political economy, economic history, environmental economics, public policy, and economic modeling and forecasting.

Dr. Jouganatos conducted research at the University of Athens and the Center of Economic Research and Planning in Athens, Greece where he conferred with many of the nation''s top economists and political officials. The fruit of the research resulted in a seminal book on the development of the Greek economy. His work on the Greek economy has been cited numerous times. He also engaged in research at the Institute of Development Studies, University of Sussex.

He works as a consulting economist providing economic and statistical analysis for the private and public sectors since 1991. He has written many economic impact, efficiency, cost, and feasibility studies. He has designed economic models, strategic plans, and performance measures. Dr. Jouganatos serves as an expert witness for cases involving personal Injury, wrongful death, wrongful termination, housing discrimination, employment discrimination, economic loss, business valuations, public finance, and breach of contracts. He has consulted and given testimony for numerous attorneys in California as well as in Nevada, Iowa, Montana, Hawaii and New York.

His selected clients include California Department of Boating and Waterways, California Resources Agency, California Attorney General, California Department of Finance, California Department of Education, California Department of Transportation, California Department of Justice, California Department of Corrections. Governor''s Office of Planning and Research, City of San Francisco, Harcourt Brace, State Farm Insurance, General American Investments, Individual Rights Foundation, Allied Electric Motor, Bank of New York, and numerous law firms.

Dr. Jouganatos has advised California State Assembly and Congressional candidates on economic issues and policies. He was asked to review economic platforms of United States Senate and California gubernatorial candidates. On several occasions he has provided brief commentaries on economic events and issues for television and radio.

In 2000, he was awarded a Faculty Research Fellows Grant from the Center of California Studies, California State University, Sacramento to analyze state land holdings for the Governor''s Office of Planning and Research.

He received a Ph.D. in economics from the University of California at Riverside.

Course Credit per State

Course Presenter(s)

Gregory Alan Rutchik

Gregory Alan Rutchik is the founding lawyer of the arts and technology law group. a firm focused on intellectual property infringement litigation and technology transactions.

Attorney Rutchik's practice focuses on: copyright and trademark infringement litigation, "bet the business" disputes about technology, preparing and negotiating a diverse set of agreements to commercialize, and the development and distribution of software and information technology.

Gregory Alan Rutchik's practice focuses on preparing and negotiating a diverse set of agreements to commercialize, develop and distribute software and information technology. His experience includes general commercial and contractual law issues, in and out licensing and distribution agreements, technology development and maintenance agreements, agreements for technology-related consulting services, telecommunications services and complex information technology outsourcing agreements.

Current and former clients include public and private entities in business ranging from managed infrastructure service providers, embedded OS developers and consumer products to Palm software applications.

Mr. Rutchik received a J.D. in 1992 from the Beasley School of Law, Temple University, Philadelphia, Pennsylvania where he was a member of the Dean's List. He received a B.A. in American Studies from Skidmore College, Saratoga Springs, New York, in 1987.

Mr. Rutchik was a Fulbright Fellow at the University of Tokyo, Graduate School of Law from 1992 - 1993. His focus was the Licensing of technology by Japanese information technology companies. Upon completing his Fulbright, he published some of the results of his research in a work entitled Japanese Research Projects and Intellectual Property Rights (US Commerce Department, 1996.)

Mr. Rutchik is a member of the State Bar of California, the State Bar of Connecticut, the State Bar of New York, the Bar of the District of Columbia and the American Bar Association. He is a member of the Board of Directors of the Central Pacific Region of the Anti-Defamation League.

Joanne Haag

Joanne Haag practices immigration law on the Monterey Peninsula, in Salinas and in San Jose. She is an active member of the American Immigration Lawyers Association and lobbies Congress in Washington, D.C each year for better immigration laws.

Ms. Haag's practice focuses on consultations with businesses regarding the E-Verify system, I-9 procedure and audit avoidance, and employer liabilities and sanctions. In the area of personal and family immigration law she helps clients with legal permanent residence (green cards) and naturalization issues. Attorney Haag is also a former arbitrator for the Santa Clara Superior Court and a pro-tem judge and mediator in the Santa Clara County Small Claims Court.

Ms. Haag received her J.D. from University of California Hastings College of the Law, San Francisco.

• Groupon case, North Carolina: Lawyer advertising on Groupon considered improper fee-sharing.

• Review ABA Commission on Ethics 20/20 Report on Multijurisdictional Practice; Comparison of rules in jurisdictions, foreign lawyers.

• Consults with Mentors, Listserves and Discussion Boards

• ABA Opinion 10-457 on Lawyers Websites
• Disclaimers

• Use of testimonials on, e.g., LinkedIn

• Duty to Maintain Screen Shots of website for 2 years
• State Bar of California Rules of Professional Conduct 1-400 et seq. re Advertising, B&P Sec. 6157-6159.2 and Advisory Opinions of State Bar
• Misuse of the word "Specialized"

• California Opinions

• ABA Rule 5.3

• Attorney Advertising, Attorney/Client Privilege, Website Disclaimers and Chat Room Discussions

Course Credit per State

Course Presenter(s)

Francine Ward, Esq.

A 1989 graduate of Georgetown University Law Center, Francine Denise Ward earned her undergraduate degree in 1986 from the City University of New York---Hunter College. Admitted to practice in both California and New York, her IP focus is on copyrights, trademarks, internet, and publishing law. Ms. Ward has carved out a niche working with eCommerce entrepreneurs, information marketers, authors, and professional speakers.

Not surprisingly, Francine loves working with entrepreneurs and authors--because she is one! She understands from firsthand experience the importance of safeguarding what she''s invested so much time and money creating, e.g, books, articles, web content, product, videos, her brand and the right to create these things. She''s written two self-help books (Esteemable Acts: 10 Actions for Building Real Self-Esteem and 52 Weeks of Esteemable Acts: A Guide to Right Living), has given a number of motivational business keynotes, and has talked extensively to entrepreneurs on the importance of protecting their valuable intellectual property. She has now expanded her reach to social media, including the Second Life.

Francine Ward is an active member of the American Bar Association''s Intellectual Property Law Section, and currently chairs Committee 408 (In the Interest of Individuals and Small Businesses). Always willing to be of service and forever involved in her community, Francine volunteers her time helping women struggling with addiction who have lost their kids, she''s on the boards of the National Council on Alcoholism and Other Drugs in the Bay Area and the National Speakers Association, and is a pro-bono volunteer lawyer through the VLSP program with the San Francisco Bar Association.

Francine D. Ward resides in Mill Valley, CA with her husband Richard Lipfield, and three cats, Mango, Spike, and Kiwi.

• Option to use a vendor as the expert witness
• Third party vendor contract advice.
• Outsourced IT Departments

• Specificity of Notice, "reasonable particularity."
• General subject matter: Data retention and management
• The corporation must designate one or more persons on its behalf.
• Possible use of interrogatories.
• Importance of preparation and consideration of costs.

• Comparison of the "fact witness" vs. the "vendor."
• Witness preparation: Demeanor, credentials, effectiveness.

• How to Analyze the Notice
• Responding to a Vague Notice
• Meet and Confer Conferences: important hot topic; necessary to discuss risks and high costs of e-discovery.
• Motion for Protective Order
• Motion to Quash

• Not limited to current materials and information.
• Risks of communication with clients by email.

Course Credit per State

Course Presenter(s)

Albert Barsocchini

• Income Taxation
• Estate Tax
• Gift Tax
• Branch Tax

• Individual Ownership
• Limited Liability Company
• Partnership
• United States Corporation
• Foreign Corporation
• Trusts
• Tiered Entities

Estate Tax Dilemma
• The Smaller Investor ($500,000 and less)
• The Larger Investor ($1,000,000 or more)

• Tiered Entities
• Corporate Liquidation (Single Tax)
• Portfolio Loans
• Like Kind Exchanges
• Sale of Stock in a Foreign Corporation

Course Credit per State

Course Presenter(s)

Richard S. Lehman

Richard S. Lehman is a graduate of Georgetown Law School and obtained his Master?s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney, Interpretative Division, Chief Counsel?s Office, Internal Revenue Service, Washington D.C.

Mr. Lehman has been practicing in South Florida for more than 35 years. During Mr. Lehman?s career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic client base.

Mr. Lehman has authored a number of articles on taxation and was the Editor and Contributing Author of ?A Guide to Florida International Business and Investment Opportunities,? an informative guide to foreign business persons published by the Florida Department of Commerce, and translated in German, Spanish and Japanese.

Course Credit per State

Course Presenter(s)

Albert Barsocchini

• Copyrights
• Trademarks
• Patents
• Trade Secrets
• Rights of Publicity

• Not having a Social Media Use Policy,
• Making defamatory statements on Twitter, Facebook or in your Blog
• The unauthorized use of copyright protected material (videos, music, text, photos)
• The unauthorized use of trademark protected material (logos, designs, keywords)
• Second Life "Terms of Use"

• Rule 1-400 Advertising & Solicitation
• Rule 1-300 Unauthorized Practice of Law
• Rule 2-100 Communication With a Represented Party
• Rule 3-100 Confidential Information of a Client
• Relevant California State Bar Ethical Opinions
• Attorney Advertising ? 2001-155
• Attorney/Client Privilege ? 2003-161
• Web site Disclaimers ? 2005-168
• Chat Room Discussions ? 2004-166

  Course Credit per State

  
  AK - General: 1.0 Credits
  AZ - General: 0.75 Credits
  CA - General: 1.0 Credits
  CO - General: 1.0 Credits
  FL - General: 1.0 Credits
  NY - General: 1.0 Credits
  TN - General: 0.9 Credits
  TX - General: 1.0 Credits
  VT - General: 1.0 Credits
  WA - General: 1.0 Credits
  WV - General: 1.08 Credits
  

  Course Presenter(s)

  Francine Denise Ward

  A 1989 graduate of Georgetown University Law Center, Francine Denise Ward earned her undergraduate degree in 1986 from the City University of New York---Hunter College. Admitted to practice in both California and New York, her IP focus is on copyrights, trademarks, internet, and publishing law. Ms. Ward has carved out a niche working with eCommerce entrepreneurs, information marketers, authors, and professional speakers.

  Not surprisingly, Francine loves working with entrepreneurs and authors--because she is one! She understands from firsthand experience the importance of safeguarding what she's invested so much time and money creating, e.g, books, articles, web content, product, videos, her brand and the right to create these things. She?s written two self-help books (Esteemable Acts: 10 Actions for Building Real Self-Esteem and 52 Weeks of Esteemable Acts: A Guide to Right Living), has given a number of motivational business keynotes, and has talked extensively to entrepreneurs on the importance of protecting their valuable intellectual property. She has now expanded her reach to social media, including the Second Life.

  Francine Ward is an active member of the American Bar Association's Intellectual Property Law Section, and currently chairs Committee 408 (In the Interest of Individuals and Small Businesses). Always willing to be of service and forever involved in her community, Francine volunteers her time helping women struggling with addiction who have lost their kids, she?s on the boards of the National Council on Alcoholism and Other Drugs in the Bay Area and the National Speakers Association, and is a pro-bono volunteer lawyer through the VLSP program with the San Francisco Bar Association. Francine D. Ward resides in Mill Valley, CA with her husband Richard Lipfield, and three cats, Mango, Spike, and Kiwi.

PPAs are often sent back as having "Missing Parts" with no filing date granted. In court, drawings help show a jury and judge just what your patent covers. Can help clients looking to secure VC funding; clear drawings save time in describing the invention.

Goal: Produce an Application that shows a judge and jury that your client reduced the invention to practice and that one reasonably skilled in the area could make the invention by reading the application. There is also a need to efficiently draw up an instruction book. PPAs are the backbone of Non-provisional patent applications.

Course Credit per State

Course Presenter(s)

Steven A Nielsen

Course Credit per State

Course Presenter(s)

Steven A Nielsen

• A Careful Study
• Study the Patent
• Read the Claims

• Story
• Patent
• Claim
• Federal Court Hearings

Course Credit per State

Course Presenter(s)

Steven A Nielsen

• The Amount & Timing of the Theft Loss
• Comparison of Revenue Procedure vs. Revenue Ruling

• Year of Discovery
• Amount of the Loss in the Year of Discovery
• Reasonable Prospect of Recovery
• Ascertainable Standard

• Amended Returns

Course Credit per State

Course Presenter(s)

Richard S. Lehman

Richard S. Lehman is a graduate of Georgetown Law School and obtained his Master?s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney, Interpretative Division, Chief Counsel?s Office, Internal Revenue Service, Washington D.C.

Mr. Lehman has been practicing in South Florida for more than 35 years. During Mr. Lehman?s career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic client base.

Mr. Lehman has authored a number of articles on taxation and was the Editor and Contributing Author of ?A Guide to Florida International Business and Investment Opportunities,? an informative guide to foreign business persons published by the Florida Department of Commerce, and translated in German, Spanish and Japanese.

• Taxation on Worldwide Income
• Similar to Taxation on U.S. Citizens
• Tax Planning

• The Affect of Treaties
• The Substantial Presence Test
• The Closer connection Exception
• Additional Exceptions

• Substantial Presence Test
• Permanent Residency Test
• Tax Election

Course Credit per State

Course Presenter(s)

Richard S. Lehman

Richard S. Lehman is a graduate of Georgetown Law School and obtained his Master?s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney, Interpretative Division, Chief Counsel?s Office, Internal Revenue Service, Washington D.C.

Mr. Lehman has been practicing in South Florida for more than 35 years. During Mr. Lehman?s career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic client base.

Mr. Lehman has authored a number of articles on taxation and was the Editor and Contributing Author of ?A Guide to Florida International Business and Investment Opportunities,? an informative guide to foreign business persons published by the Florida Department of Commerce, and translated in German, Spanish and Japanese.

Course Credit per State

Course Presenter(s)

Steve Baker

Steve Baker is a nationally known San Francisco-based sports attorney and adjunct law professor at Golden Gate School of Law. He has negotiated millions of dollars of precedent setting NFL contracts for such players as Cleveland Browns' QB Jeff Garcia, Philadelphia Eagles' fullback Jon Ritchie, Oakland Raiders' 2003 1st round draft choice defensive back Nnamdi Asomugha, Houston Texans' linebacker Kailee Wong, 49ers' Linebacker Jamie Winborn and former NFL Pro-Bowlers Ken Harvey, Ray Brown and Brian Mitchell.

Mr. Baker has also represented numerous basketball, baseball and broadcasting clients and is frequently interviewed and consulted by the national press on collective bargaining, athlete salaries, and the economic dimensions of the sports marketplace.

His firm takes on only a few new clients each year so as to provide a great deal of personal attention to them in contract negotiation, athletic training, off-field marketing and public relations work. His recent marketing deals include the Lincoln Navigator television campaign featuring Jeff Garcia. He is a graduate of Tufts University and Cornell Law School.

Course Credit per State

Course Presenter(s)

Mark A. Lemley, Esq.

Mark Lemley is the William H. Neukom Professor of Law at Stanford Law School, the Director of the Stanford Program in Law, Science and Technology, and the Director of Stanford''s LLM Program in Law, Science and Technology. He teaches intellectual property, computer and Internet law, patent law, and antitrust. He is the author of seven books (most in multiple editions) and 109 articles on these and related subjects, including the two-volume treatise IP and Antitrust. His works have been reprinted throughout the world, and translated into Chinese, Japanese, Korean, Spanish, and Italian.

He has taught intellectual property law to federal and state judges at numerous Federal Judicial Center and ABA programs, has testified seven times before Congress and numerous times before the California legislature, the Federal Trade Commission and the Antitrust Modernization Commission on patent, trade secret, antitrust and constitutional law matters, and has filed numerous amicus briefs before the U.S. Supreme Court, the California Supreme Court, and the federal circuit courts of appeals. He has been named California Lawyer''s Attorney of the Year (2005), Best Lawyers'' San Francisco IP Lawyer of the Year (2010), and a Young Global Leader by the Davos World Economic Forum (2007). In 2009 he received the California State Bar''s inaugural IP Vanguard award. In 2002 he was chosen Boalt''s Young Alumnus of the Year.

He has been recognized as one of the top 50 litigators in the country under 45 by the American Lawyer (2007), one of the 100 most influential lawyers in the nation by the National Law Journal (2006), one of the top intellectual property lawyers in California (2003, 2007, 2009, 2010) and one of the 100 most influential lawyers in California (2004, 2005, 2006, and 2008) by the Daily Journal, among other honors.

Mark is a founding partner of Durie Tangri LLP. He litigates and counsels clients in all areas of intellectual property, antitrust, and Internet law. He has argued six Federal appellate cases and numerous district court cases, and represented clients including Comcast, Genentech, Google, Grokster, Hummer Winblad, Impax, Intel, NetFlix, Palm, TiVo, and the University of Colorado Foundation in 75 cases in nearly two decades as as lawyer.

After graduating from law school, Mark clerked for Judge Dorothy Nelson on the United States Court of Appeals for the Ninth Circuit, and has practiced law in Silicon Valley with Brown and Bain and with Fish and Richardson and in San Francisco with Keker and Van Nest. Until January 2000, he was the Marrs McLean Professor of Law at the University of Texas School of Law, and until June 2004 he was the Elizabeth Josslyn Boalt Professor of Law at the Boalt Hall School of Law, University of California at Berkeley.

Patrick Reilly, Esq.

Patrick Reilly is an intellectual property attorney working in the areas of patent law, creative rights management and new media. His law and consulting practices include patent prosecution, intellectual property rights development and business strategy execution.

As founder and CEO of the Intellectual Property Society, Patrick produces and hosts events, educational seminars and videoblogs in collaboration with organizations like the the Center for Continuing Education, the High Tech Law Institute of Santa Clara University and Stanford Law School. He specializes in bringing together leading academics, high technology entrepreneurs and creative workers to discuss new and emerging legal issues that are redefining the possibilities and dynamics of world culture.

Patrick is a graduate of the Defense Language Institute in Russian Language Studies. He has additionally earned a BS in Sociology from the State University of New York, a BS in Electrical Engineering from the University of Toledo and a JD from Concord University. Patrick is a member of the U.S. Patent Bar and the California State Bar.

His personal interests include linguistics, CrossFit, open water swimming and rowing, and Shakespeare Santa Cruz. Patrick is the 2010 Chair of the Santa Cruz Film Festival.

• A) The IC-DISC must sell, lease, license or service "export property".
• B) Export property means property manufactured, produced, grown or extracted in the United States, held for sale, lease or rental, in the ordinary course of business for use, consumption or disposition outside the United States and Not more than 50% of the fair market value of which is attributed to articles imported into the United States.
• C) Services furnish by DISC.

• A) A corporation taxable as a corporation, must be formed under the laws of any State or the District of Columbia to be the IC-DISC.
• B) The corporation must have only one class of stock and minimum capital of $2,500. The IS-DISC shareholders may be related to the IC-DISC.
• C) The IC-DISC must take a tax election to be an IC-DISC that must be filed with the Internal Revenue Service within 90 days after the beginning of the tax year of the IC-DISC.
• D) The IC-DISC must maintain separate books and records.
• E) The IC-DISC must have a certain amount of Qualified Export Assets.
• F) The IC-DISC must receive a certain amount of Qualified Export Receipts.

• A) Tax Deferral
• B) Major Savings

• A) Gross Receipts Method
• B) Taxable Income Method
• C) Arm's Length Method

• A) Manufactured, produced, grown or extracted in the United States by a person other than a DISC.
• B) Held primarily for sales lease or rental, in the ordinary court of trade or business, by, or to, a DISC, for direct use, consumption or disposition outside the United States.
• C) Not more than 50 percent of the fair market value of which is attributable to articles imported into the United States.

• A) A sale or exchange of the legal rights constituting a copyright.
• B) A license of a copyright.
• C) A sale or exchange of an article produced under a copyright.
• D) A lease of an article produced under a copyright.

• A) Source of Income - Sales
• B) Source of Income - Leases Partial Transfer of a Copyrighted Article

Course Credit per State

Course Presenter(s)

Richard S. Lehman

Richard S. Lehman is a graduate of Georgetown Law School and obtained his Master?s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney, Interpretative Division, Chief Counsel?s Office, Internal Revenue Service, Washington D.C.

Mr. Lehman has been practicing in South Florida for more than 35 years. During Mr. Lehman?s career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic client base.

Mr. Lehman has authored a number of articles on taxation and was the Editor and Contributing Author of ?A Guide to Florida International Business and Investment Opportunities,? an informative guide to foreign business persons published by the Florida Department of Commerce, and translated in German, Spanish and Japanese.

• Trademarks
• Service Marks
• Collective Marks
• Certification Marks

• Use in Commerce/Register
• Involuntary Loss
• Don't Let it Become Generic

• Continued Use, Monitor, Renewal

Course Credit per State

Course Presenter(s)

Francine Denise Ward

A 1989 graduate of Georgetown University Law Center, Francine Denise Ward earned her undergraduate degree in 1986 from the City University of New York---Hunter College. Admitted to practice in both California and New York, her IP focus is on copyrights, trademarks, internet, and publishing law. Ms. Ward has carved out a niche working with eCommerce entrepreneurs, information marketers, authors, and professional speakers.

Not surprisingly, Francine loves working with entrepreneurs and authors--because she is one! She understands from firsthand experience the importance of safeguarding what she's invested so much time and money creating, e.g, books, articles, web content, product, videos, her brand and the right to create these things. She?s written two self-help books (Esteemable Acts: 10 Actions for Building Real Self-Esteem and 52 Weeks of Esteemable Acts: A Guide to Right Living), has given a number of motivational business keynotes, and has talked extensively to entrepreneurs on the importance of protecting their valuable intellectual property. She has now expanded her reach to social media, including the Second Life.

Francine Ward is an active member of the American Bar Association's Intellectual Property Law Section, and currently chairs Committee 408 (In the Interest of Individuals and Small Businesses). Always willing to be of service and forever involved in her community, Francine volunteers her time helping women struggling with addiction who have lost their kids, she?s on the boards of the National Council on Alcoholism and Other Drugs in the Bay Area and the National Speakers Association, and is a pro-bono volunteer lawyer through the VLSP program with the San Francisco Bar Association. Francine D. Ward resides in Mill Valley, CA with her husband Richard Lipfield, and three cats, Mango, Spike, and Kiwi.

Course Credit per State

Course Presenter(s)

Alexander Anolik, Esq.

Alexander Anolik, a seasoned trial attorney, is widely recognized as one of the pre-eminent travel attorneys in the world. He is president of one of the largest U.S. law corporations emphasizing the practice of travel law and travel industry litigation, with a travel law support staff including attorneys, consultants, paralegals and industry trained registration assistants in his San Francisco, California offices. Mr. Anolik received his Juris Doctor degree from Hastings Law School, San Francisco in 1967. He studied International Law at the University of California, Boalt Hall, and the Academia Internationalis Lex et Scientia, The Hague, Netherlands, in 1971. He is a member of the California and Washington D.C. Bars, and is admitted to practice in several Federal District Courts, U.S. Tax Court, and the U.S. Supreme Court.

His international expertise in "travel law" became widely known to the travel industry when he prevailed in two landmark cases: American Society of Travel Agents v. The Bank of America, 385 F.Supp. 1084 (N.D.Cal. 1974), a case restricting national banks from engaging in the travel agency business; and Foremost vs. Qantas, limiting carrier antitrust immunity.

Publications

In 1977, Mr. Anolik wrote the first comprehensive text on travel law, The Law and the Travel Industry. It is a guide for travel agents, consumers and attorneys covering basic laws governing the travel industry. The Fourth Edition published in 1995 includes State Travel Promoter and Seller of Travel legal requirements for outside agents. Prentice-Hall has commissioned a revised edition of The Law and the Travel Industry for University use to be published in 2008.

Mr. Anolik''s new books, The Frequent Traveler''s Guide and Traveler''s Rights: Your Legal Guide to Fair Treatment and Full Value (Legal Survival Guides) are now available from Amazon.com and are sold at Barnes and Noble, Borders and most other major bookstores.

He is the author of a 10 ½ hour cassette album of seminar tapes, Preventive Legal Care? for Travel Agents, which includes a booklet of sample contracts and forms, as well as a seven-hour seminar tape with syllabi, Outside Sales: Issues and Answers and a four-hour tape with syllabi, Evaluating a Travel Agency. He has also written a training text for colleges and vocational schools titled Travel, Tourism, and Hospitality Law, and co-authored a complete agency personnel and procedures manual called A Personnel and Operations Manual for Travel Agencies, that has been incorporated and offered by ARTA (the Association of Retail Travel Agents) as their official members procedure manual. He is co-author of The Official Outside Sales Manual, published in 1992, 1994, 1996, and the Fourth Revised Edition in 1999 that summarizes current state travel laws, distributed by AAA for various agencies.

Judicial Experience

Mr. Anolik has served as an arbiter for the American Arbitration Association and as part of hearings before numerous travel industry agencies and organizations such as: Airlines Reporting Corporation (ARC), the ATC (predecessor of ARC), International Air Transport Association (IATA), and International Airlines Travel Agents Network (IATAN). He has served as an arbiter for the San Francisco Superior Court and the Federal Courts in the Ninth Circuit, and as Judge Pro Tem in the San Francisco and Marin County Courts. He has served the State Bar of California as a Docket Judge, Disciplinary Referee, and Probationary Monitor.

Travel Industry Legal Consultant

He has assisted in appraising, purchasing, selling or merging over 2000 agencies, suppliers, and travel entities. Mr. Anolik has written extensively on this subject, and has been involved in more purchase and sales than any other travel attorney.

Mr. Anolik has represented Hickory Travel Systems, TIME, Cruiselink, GEM, and Riverside (the consortiums), and the Outside Sales Support Network - OSSN. He has served as Litigation Counsel for National ASTA and counsel for the Coalition of Concerned Travelers in the $458 million Domestic Air Antitrust Litigation and was Co-Plaintiff Counsel in the multi-million dollar carrier "commission cap" case. He represents many major travel wholesalers, hotel chains, independent travel agents, and international cruise lines and air carriers.

Mr. Anolik has been featured on ABC, CBS, CNN, NBC, MSNBC, CNBC, and "48 Hours" as well as NBC''s Dateline where he analyzed the travel industry and explained consumer rights. He has assisted in research and has appeared on "Inside Edition" and "Fox News". Mr. Anolik has been chosen to be on the International Advisory Council of the International Board of Maritime Healthcare.

He has been cited by the United States 9th Circuit Court of Appeals, Conde Nast travel magazine, The Wall Street Journal, New York Times, USA Today and over 100 trade and international periodicals, and has testified as an expert in Federal and State Courts and before various other government entities in the United States and throughout the world.

has been legal tourism consultant to private industry and law firms dealing with travel, as well as Travel Law Editor for Travel Agent Magazine, one of the most widely read travel agent magazines in the U.S. He has worked and written for travel magazines around the world. Most recently, he was appointed a Field Editor for Annals of Tourism Research, a social science journal. He has represented mega-travel agencies such as BTI Americas and Carlson Travel Network, nationwide coalitions, and the National Association of Cruise Only Agencies ? NACOA. He serves as Co-Editor for IFTTA News and IFTTA Journal, published for travel attorneys. During the administration of California Governor Edmund G. Brown, Mr. Anolik worked with State Judicial security investigations as liaison between the consular corps and the press in the Governor''s office in San Francisco.

Mr. Anolik is presently the weekly travel law commentator on www.tourstalkradio.com. He also serves on the Advisory Board of The Department of Hospitality Management, "Taste of the Bay", of San Francisco State University.

University Professor and Seminars

In addition to his legal practice, Mr. Anolik conducts Travel, Tourism and Hospitality Law seminars throughout the United States and the world on behalf of various travel associations, magazines, universities, colleges and governments. He has served as government travel law consultant to countries such as Israel and Argentina and serves as general counsel for the Association of Retail Travel Agents (ARTA).

He previously taught Travel Law at Cornell University, Golden Gate University, the University of Hawaii, and San Francisco State University.

Travel Security and Safety Instructor

Mr. Anolik has over 30 years of affiliation with security consultation, teaching and implementation of security issues within the travel industry. He has appeared as speaker at security and terrorism conferences and has served as a consultant to security companies and governments in relation to the travel and tourism industry. At present, he serves as the Commander of the San Francisco Mounted Sheriffs'' Unit, and in prior years has served as a Deputy for the Marin County Sheriff''s Posse, and was assigned to Governor Edmund G. Brown as an investigator for the State of California to investigate judicial appointments.

As the Commander of the San Francisco Mounted Sheriffs Unit, Mr. Anolik has been in charge of instructing terrorism awareness, restraint arrests, detention procedures and Civil Rights as they relate to arrests and detention. He is a National Rifle Association (NRA) certified Range Safety Officer. Mr. Anolik has taught subjects ranging from the proper protection of tour, cruise, and air passengers as well as the mutual security duties and obligations owed between the passengers and tour operators. For over 10 years, travel security has been a continuing part of Mr. Anolik''s travel law courses at San Francisco State University and previously at Golden Gate University.

His work also includes travel industry based consulting for safety, risk management, premises conditions and trivial defects in slip and fall cases, crisis management, and emergency procedures standards. Travel to / from and entry at international ports ? including airports, passport, international travel with children, child abduction and application of international treaties and standards. Mr. Anolik is a member of U.S. Department of State International Parental Child Abduction Attorney Network and has regularly assisted with these types of cases.

Professional Memberships

His professional memberships have included the Association of Transportation Practitioners, California and American Trial Lawyers Association; the International Law Association-World Peace Palace, The Hague; the Federal Bar Association; and the International Bar Association section on Travel and Tourism, London, for which he has served as Vice Chairman. He was nominated by the U.S. government for allied membership in the United Nations World Tourism Organization (UNWTO) and his travel law firm was accepted by all participating countries.

Mr. Anolik helped to form the International Forum of Travel and Tourism Advocates (IFTTA), a multi-national organization providing travel industry attorneys with a forum for the collection and dissemination of data on international travel laws, cases and decisions. He was elected President at the International Conference held in Jerusalem in 1986, and was reelected to this office at the International Conferences held in San Francisco in 1987, Palma de Mallorca in 1988, Athens in 1989, Sidney in 1990, Edinburgh in 1991, and Hawaii in 1993.

Mr. Anolik is a member of the NorCal Shomrim, a professional organization for Jewish law enforcement officers. He is an active, competing member of the U.S. Polo Association, a former California Arena Polo Championship winner, and President of the San Francisco Polo Club.

Expert Witness Services

To inquire about Mr. Anolik''s ability to testify as an expert in your case, please contact his office with the names of both parties and attorneys, so that a search may be conducted to determine whether a potential conflict exists. If there is no conflict, Mr. Anolik can help define which issues may exist, and determine in which areas he might be available to testify. Depending on the issues involved, Mr. Anolik may be available to testify through affidavit, telephone, tele-conference, deposition or Court appearance. If Mr. Anolik cannot ethically testify on your behalf, he will notify you as soon as possible.

Anolik Law Corporation

Phone: (415) 673-3333

Fax: (415) 673-3548

Anolik@travellaw.com

www.travellaw.com

Course Credit per State

Course Presenter(s)

Richard S. Lehman

Richard S. Lehman is a graduate of Georgetown Law School and obtained his Master?s degree in taxation from New York University. He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney, Interpretative Division, Chief Counsel?s Office, Internal Revenue Service, Washington D.C.

Mr. Lehman has been practicing in South Florida for more than 35 years. During Mr. Lehman?s career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic client base.

Mr. Lehman has authored a number of articles on taxation and was the Editor and Contributing Author of ?A Guide to Florida International Business and Investment Opportunities,? an informative guide to foreign business persons published by the Florida Department of Commerce, and translated in German, Spanish and Japanese.