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Alabama CLE and MCLE Courses

Continuing Legal Education Online Courses with MCLEZ are for Alabama attorneys who want to make the most of their time and money. Easily earn Alabama Online CLE credit through courses which have been produced in a variety of legal subjects that matter to you.

If you are new to MCLEZ, try a course for free before you make your purchase with our Free CLE program. To easily fulfill all of your allowable online CLE hours, see our Alabama Bundles page under State CLE Bundles.

MCLEZ is an approved provider with the Alabama State Bar CLE Department

Alabama State Bar CLE Department phone # 334-269-1515

Alabama CLE Course Catalog

 

Demystifying Cyber Security

View Course Details

Demystifying Cyber Security Details


Price:
$19.99

Course Description

This program helps attorneys understand the ethical issues which surround cyber security, including protection of client data and advice lawyers should provide businesses and other clients. Mr. Jackman provides real-world examples of the issues raised in the ABA Rules and Opinions, and offers helpful guidance on how lawyers can best understand cyber security, how they can best comply with their ethical obligation to protect client information and to act promptly to stop any breach and mitigate damage resulting from the breach.

As he digs into the subject of cyber security, Mr. Jackman offers an overview of the actors involved with cyber security threats, the scope of the problem and the types of threats prevalent, (hacking, phishing, ransomware), and the risks to capital, property, business continuity, costs of response, damage to brand name, reputation and customer confidence. He discusses the tensions between privacy and security, reviews recent cyber attacks and analyzes data breaches by types of attacks and the relevant federal regulations. Of interest is a sample security questionnaire which can be utilized to evaluate vulnerabilities and create a breach response action plan with suggested solutions for easy and affordable ways to materially help protect against cyber threats.

Course Agenda

  • What is Cyber Security?
  • How did we get here
  • What are the types of current threats? How big is the risk really?
  • Who are the targets?
  • Where is this leading us?
  • What can I do to protect myself and my business?

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - Technology: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - Cybersecurity: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.

  Course Price:
$19.99
 
 

Demystifying Cyber Security

View Course Details

Demystifying Cyber Security Details


Price:
$19.99

Course Description

This program helps attorneys understand the ethical issues which surround cyber security, including protection of client data and advice lawyers should provide businesses and other clients. Mr. Jackman provides real-world examples of the issues raised in the ABA Rules and Opinions, and offers helpful guidance on how lawyers can best understand cyber security, how they can best comply with their ethical obligation to protect client information and to act promptly to stop any breach and mitigate damage resulting from the breach.

As he digs into the subject of cyber security, Mr. Jackman offers an overview of the actors involved with cyber security threats, the scope of the problem and the types of threats prevalent, (hacking, phishing, ransomware), and the risks to capital, property, business continuity, costs of response, damage to brand name, reputation and customer confidence. He discusses the tensions between privacy and security, reviews recent cyber attacks and analyzes data breaches by types of attacks and the relevant federal regulations. Of interest is a sample security questionnaire which can be utilized to evaluate vulnerabilities and create a breach response action plan with suggested solutions for easy and affordable ways to materially help protect against cyber threats.

Course Agenda

  • What is Cyber Security?
  • How did we get here
  • What are the types of current threats? How big is the risk really?
  • Who are the targets?
  • Where is this leading us?
  • What can I do to protect myself and my business?

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - Technology: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - Cybersecurity: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.

  Course Price:
$19.99
 
 

Ethical Issues - Pro Bono Representation

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Ethical Issues - Pro Bono Representation Details


Price:
$19.99

Course Description

Pro bono legal representation is more critical now than ever with the issues that are with us in the challenges of the economy and Covid 19. This lecture discusses the ethical requirements of providing pro bono representation for under represented clients and why it makes such a big difference to the image and performance of the legal profession.

Course Agenda

  • Pro Bono: Definition
  • The need for Pro Bono
  • CASES
  • How to get involved
  • Conclusions

Course Credit per State


AK - Ethics: 1.0 Credits
AL - Ethics: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
FL - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.0 Credits
KY - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.3 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.08 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.

  Course Price:
$19.99
 
 

FOIA: Freedom of Information Act - 2021 Update

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FOIA: Freedom of Information Act - 2021 Update Details


Price:
$29.99

Course Description

Presentation Goals: To help attorneys - in all fields of practice - learn how to more successfully navigate the FOIA process to better support their clients

Course Agenda

  • The phases/steps of the FOIA process
  • Background and Purpose of FOIA
  • Practical tips to increase the success of a FOIA request
  • Provide practical tips for the administrative appeal and judicial review phases
  • Increase the likelihood of a reasonable attorneys? fees shift award

Course Credit per State


AL - On-Demand: 2.0 Credits
AZ - General: 2.0 Credits
CA - General: 2.0 Credits
FL - General: 2.5 Credits
GA - Self Study: 2.0 Credits
IL - General: 2.0 Credits
KY - General: 2.0 Credits
MT - Self Study: 2.0 Credits
NC - General: 2.0 Credits
NJ - General: 2.5 Credits
NY - General: 2.0 Credits
OK - Distance Learning: 2.5 Credits
PA - Distance Learning: 2.0 Credits
TX - General: 2.0 Credits

Course Presenter(s)

Pete Sorenson

With more than 30 years as an attorney, lawyer and advocate, I am licensed to practice law in the District of Columbia and the State of Oregon. I specialize in the Freedom of Information Act (FOIA) law and help journalists, authors, nonprofits, for profit businesses, and others to access federal government records. I assist clients with FOIA Requests, Administrative Appeals, Judicial Reviews and FOIA litigation. In addition to assisting clients, I speak and lecture on FOIA, most recently at the Appalachian Public Interest Environmental Law (APIEL) Conference in Tennessee, University of Georgia School of Law, and at University of Tennessee College of Law.

Public and civic service is a cornerstone, with earlier careers working for a member of Congress and as Special Assistant to the Secretary of Agriculture. I am currently serving my 24th year as an elected Commissioner on the Lane County Board of Commissioners in Eugene, Oregon. Prior to that, I served in the Oregon State Senate. My political and civic experience adds a depth and understanding to my FOIA work that is unique among lawyers.

RECENT FOIA CASES: (2016 ? Present)
  • Food and Drug Administration: assisted journalist in obtaining the calendar of a crucial FDA official
  • Central Intelligence Agency: obtained records for a journalist writing on the activities of a prominent CIA official, used in questioning President's nominee for CIA Director
  • Environmental Protection Agency: made request for client; assisted company in obtaining a report of a competitor's product performance
  • Central Intelligence Agency: made request, filed administrative appeal and judicial review; assisted in obtaining records of a client's father's service in the CIA
  • Bureau of Land Management: on behalf of a nonprofit organization, filed judicial review, obtained records and then obtained significant judgment for attorneys' fees for that work
  • Agricultural Marketing Service: filed judicial review; assisted nonprofit organization in obtaining records and then obtained judgment for attorneys' fees for that work February 6, 2020

Federal Bureau of Investigation: filed request and administrative appeal on behalf of an individual seeking DNA evidence in criminal matter; obtained records; matter pending Centers for Medicare and Medicaid Services: assisting client in obtaining records held by CMS (in progress) Environmental Protection Agency: filed judicial review, obtained records, and obtained settlement of attorneys' fees for engineering firm needing data and reports

CURRENT WORK:
  • 1997 ? Present Elected County Commissioner, Lane County Board, Eugene, Oregon
  • 1982 ? Present Attorney and Owner, Sorenson Law Office, Eugene, Oregon
PAST EXPERIENCE:
  • 2005 ? 2006 Adjunct Professor, School of Law, University of Oregon
  • 1993 ? 1997 Oregon State Senator (Member of Judiciary Committee), Salem, Oregon
  • 1984 ? 1985 Visiting Professor, Department of Geography, University of Oregon
  • 1983 ? 1984 Instructor, Dept. of Planning, Public Policy and Management, University of Oregon
  • 1981 ? 1982 Volunteer Prosecutor, Lane County District Attorney's Office, Eugene, Oregon
  • 1979 ? 1982 Law Clerk, Dwyer Simpson and Wold, Attorneys, Eugene, Oregon
  • 1977 ? 1979 Special Assistant, Office of the Secretary of Agriculture, Washington, DC
  • 1974 ? 1977 Legislative Assistant, Congressman Jim Weaver (Oregon), Washington, DC
EDUCATION:
  • 1996 ? Certificate of Completion, Program for America's Emerging Political Leaders, Darden School, University of Virginia, Charlottesville, Virginia
  • 1982 ? J.D. University of Oregon School of Law, Eugene, Oregon
  • 1979 ? M.A. University of Oregon Geography Department, Eugene, Oregon
  • 1973 ? B.A. University of Oregon Geography Department, Eugene, Oregon
  • 1972 ? A.A. Southwestern Oregon Community College, Coos Bay, Oregon
BAR MEMBERSHIPS:
  • 1994 United States District Court for the District of Columbia
  • 1993 United States Court of Appeals for the District of Columbia Circuit
  • 1993 District of Columbia Court of Appeals
  • 1991 Supreme Court of the United States of America
  • 1984 United States Court of Appeals for the Ninth Circuit
  • 1983 United States District Court for the District of Oregon
  • 1982 Lane County Bar Association
  • 1982 Oregon State Bar
  Course Price:
$29.99
 
 

Foreign Financial Accounts

View Course Details

Foreign Financial Accounts Details


Price:
$19.99

Course Description

The government crackdown on foreign accounts over the past several years has created uncertainty about taxation and compliance. This program sheds some lights on the topic. It provides an overview of foreign financial accounts, private banking in Switzerland, investments, asset protection, client responsibilities, and FATCA, (the Foreign Account Tax Compliance Act). It presents a thorough discussion of tax reporting and compliance, penalties for non-disclosure, and options available for remedying non-compliance. In addition, the presenters discuss tax preparation for foreign transactions, distinguishing between U.S. and non-U.S. persons for tax purposes, Nexus, disclosure and more.

Course Agenda

Private Banking in Switzerland
  • Why Switzerland?
  • Swiss Vital Statistics
  • What is a Private Bank?
  • Diversification: Investments, Currency and Jurisdiction
  • Portfolios
  • Bank Compliance
Compliance with FBAR Filing Requirements & Government Enforcement of Offshore Compliance
  • Reporting Requirements Related to Offshore Accounts and Assets
  • Foreign Bank Account (FBAR) Reporting
  • FBAR Filing Requirements
  • Other International Reporting Requirements
  • Criminal and Civil Penalties ? FBAR Violations
  • Willful or Non-Willful Penalty?
  • Maximum Amount of FBAR Willful Penalty
  • Non-Willful Penalty
  • Recent Developments in Offshore Tax Enforcement
  • Undisclosed Foreign Accounts ? What to Do?
  • Voluntary Disclosure Resolution Framework
  • Streamlined Filing Compliance Procedures
  • Delinquent FBAR Procedures and Delinquent International Information Return Submission Procedures
  • Alternatives for Voluntary Disclosure
  • Audit and Litigation
Compliance in Cross Border Foreign Direct Investing
  • US Persons Defined
  • Reporting Primary Tax Filings
  • Foreign Tax Credit Form 1118 & 1116
  • Reporting Foreign Activity
  • GILTI
  • Disclosures

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Foreign Financial Accounts

View Course Details

Foreign Financial Accounts Details


Price:
$19.99

Course Description

The government crackdown on foreign accounts over the past several years has created uncertainty about taxation and compliance. This program sheds some lights on the topic. It provides an overview of foreign financial accounts, private banking in Switzerland, investments, asset protection, client responsibilities, and FATCA, (the Foreign Account Tax Compliance Act). It presents a thorough discussion of tax reporting and compliance, penalties for non-disclosure, and options available for remedying non-compliance. In addition, the presenters discuss tax preparation for foreign transactions, distinguishing between U.S. and non-U.S. persons for tax purposes, Nexus, disclosure and more.

Course Agenda

Private Banking in Switzerland
  • Why Switzerland?
  • Swiss Vital Statistics
  • What is a Private Bank?
  • Diversification: Investments, Currency and Jurisdiction
  • Portfolios
  • Bank Compliance
Compliance with FBAR Filing Requirements & Government Enforcement of Offshore Compliance
  • Reporting Requirements Related to Offshore Accounts and Assets
  • Foreign Bank Account (FBAR) Reporting
  • FBAR Filing Requirements
  • Other International Reporting Requirements
  • Criminal and Civil Penalties ? FBAR Violations
  • Willful or Non-Willful Penalty?
  • Maximum Amount of FBAR Willful Penalty
  • Non-Willful Penalty
  • Recent Developments in Offshore Tax Enforcement
  • Undisclosed Foreign Accounts ? What to Do?
  • Voluntary Disclosure Resolution Framework
  • Streamlined Filing Compliance Procedures
  • Delinquent FBAR Procedures and Delinquent International Information Return Submission Procedures
  • Alternatives for Voluntary Disclosure
  • Audit and Litigation
Compliance in Cross Border Foreign Direct Investing
  • US Persons Defined
  • Reporting Primary Tax Filings
  • Foreign Tax Credit Form 1118 & 1116
  • Reporting Foreign Activity
  • GILTI
  • Disclosures

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Neutral-Driven Dispute Resolution: NDR

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Neutral-Driven Dispute Resolution: NDR Details


Price:
$19.99

Course Description

In this engaging session, led by Rob Christopher, AV Preeminent rated litigation attorney, General Counsel, and entrepreneur, you will learn when and how you can use an innovative approach to address limited stakes legal disputes in a way that is cost-effective for clients.

The approach, Neutral-Driven (Nonadversarial) Dispute Resolution (NDR) provides attorneys and their clients with an alternative to litigation, arbitration, or mediation for resolving cases in which potential legal and related costs threaten to consume the amount at stake.

Based on his 40+ year career as a successful litigator, businessperson, and now General Counsel, Rob uses thoughtful analysis and real world examples to demonstrate both ethical reasons to consider NDR and long-term practical value to incorporating this approach into your practice.

The program covers what NDR is, how it works, where it comes from, how it differs from arbitration and mediation, and where it fits and doesn?t fit. In the process, Rob gives hands-on demonstrations of assessment tools you can use to determine if NDR makes sense in a particular case. The program concludes with clear takeaways on when and how you can use Neutral-Driven Dispute Resolution for real and lasting wins with your clients.

Rob's entertaining style and innovative and ethical approach to addressing limited stakes disputes make this a must-take session for all client-centric attorneys.

Course Agenda

  • Why an innovative approach is needed for limited stakes cases
  • The growing gap these cases cause in American civil justice
  • The Neutral-Driven Dispute Resolution Process
  • How NDR delivers value to client and attorney
  • Estimating the total costs of litigation for your case
  • When and how to access NDR to win with your clients
  • Common Questions
  • Action Plan and Closing

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NC - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
TN - General: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Rob Christopher

Rob Christopher is an AV Preeminent rated litigation and trial attorney who served as Northern California Managing Partner of international law firm Coudert Brothers and later litigation Counsel with Bay Area law firm Hopkins & Carley. Currently he is General Counsel of his family?s farming business, Christopher Ranch LLC, and Founder and Managing Director of independent neutral service Just Resolve LLC.

Rob earned his JD at the University of California at Davis, and an AB with Honors in Economics at Stanford University. He has also been a mediator, arbitrator, and settlement judge in California superior courts and is admitted to practice before numerous federal district and appellate courts, and the U.S. Supreme Court. 41 years married and now a grandfather of 4, over the last decade Rob has developed and now champions a new approach to delivering cost-effective justice in common limited-stakes legal disputes using a neutral-driven nonadversarial resolution process (NDR). Learn more at www.justresolve.com..

  Course Price:
$19.99
 
 

NLRB-Labor Law Update

View Course Details

NLRB-Labor Law Update Details


Price:
$19.99

Course Description

Changes in the composition of the National Labor Relations Board have led to changes in workplace law. The scope of employees? protected activity as well as employers? rights to set policy and to manage the workforce are in flux. More change is anticipated as the NLRB looks at setting new standards for union organizing, workplace access of union representatives, use of electronic communications, and the scope of protected employee dissent. In case rulings, guidance memos, and proposed regulations, this is a time of change labor and employment law practitioners need to follow.

Course Agenda

  • The National Labor Relations Act vests employees with rights under Section 7 to engage in activities relating to unions, mutual aid and protection on wages, hours, and terms and conditions of employment, or to refrain from such activity.
  • The NLRB has two principal functions pursuant to the NLRA:
  • enforcing laws to ensure that workers may freely exercise their rights under Section 7 of the National Labor Relations Act (the Act) without any interference from employers or unions, and
  • holding secret ballot elections at which workers can choose whether to have a union represent them.

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.1 Credits
MO - Self Study: 1.3 Credits
MT - Self Study: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
SC - General: 1.11 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Thomas A. Lenz
Experience

Thomas A. Lenz is a Partner in Atkinson, Andelson, Loya, Ruud & Romo, (AALRR), a leading full-service firm with over 180 attorneys in 9 offices in California. Mr. Lenz handles all aspects of labor and employment law issues and heads the firm's traditional labor and National Labor Relations Board practices. He works with employers in all major industries across California and the West. Mr. Lenz served as Chair of the Labor and Employment Section for the California Lawyers Association (formerly the State Bar of California) during the 2017-2018 term. He serves as a Lecturer in Law, teaching at the USC Gould School of Law.

Education

Tom received his undergraduate degree from Marquette University and his law degree from the Louisiana State University Law Center. Tom studied in Spain during college (Universidad Complutense de Madrid) and in France during law school (Universite d'Aix‐en‐Provence).

Memberships

Tom sits on a variety of boards and committees, including San Gabriel Valley Economic Partnership (Board Member), International Institute of Los Angeles (Secretary), State Bar of California Labor and Employment Section (Executive Committee Officer), Associated Builders and Contractors (National Legislative Committee Member), National Club Association (Board Member), Orange County Labor and Employment Relations Association/OC LERA (Past President and current Board Member), and Marquette University Alumni Club of Southern California (Past President and current Board Member).

Awards and Recognitions

Tom has been named to the Top One Hundred Labor Attorneys in the United States by Labor Relations Institute, Inc., a leading industry information source.

  Course Price:
$19.99
 
 

NLRB-Labor Law Update

View Course Details

NLRB-Labor Law Update Details


Price:
$19.99

Course Description

Changes in the composition of the National Labor Relations Board have led to changes in workplace law. The scope of employees? protected activity as well as employers? rights to set policy and to manage the workforce are in flux. More change is anticipated as the NLRB looks at setting new standards for union organizing, workplace access of union representatives, use of electronic communications, and the scope of protected employee dissent. In case rulings, guidance memos, and proposed regulations, this is a time of change labor and employment law practitioners need to follow.

Course Agenda

  • The National Labor Relations Act vests employees with rights under Section 7 to engage in activities relating to unions, mutual aid and protection on wages, hours, and terms and conditions of employment, or to refrain from such activity.
  • The NLRB has two principal functions pursuant to the NLRA:
  • enforcing laws to ensure that workers may freely exercise their rights under Section 7 of the National Labor Relations Act (the Act) without any interference from employers or unions, and
  • holding secret ballot elections at which workers can choose whether to have a union represent them.

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.1 Credits
MO - Self Study: 1.3 Credits
MT - Self Study: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
SC - General: 1.11 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Thomas A. Lenz
Experience

Thomas A. Lenz is a Partner in Atkinson, Andelson, Loya, Ruud & Romo, (AALRR), a leading full-service firm with over 180 attorneys in 9 offices in California. Mr. Lenz handles all aspects of labor and employment law issues and heads the firm's traditional labor and National Labor Relations Board practices. He works with employers in all major industries across California and the West. Mr. Lenz served as Chair of the Labor and Employment Section for the California Lawyers Association (formerly the State Bar of California) during the 2017-2018 term. He serves as a Lecturer in Law, teaching at the USC Gould School of Law.

Education

Tom received his undergraduate degree from Marquette University and his law degree from the Louisiana State University Law Center. Tom studied in Spain during college (Universidad Complutense de Madrid) and in France during law school (Universite d'Aix‐en‐Provence).

Memberships

Tom sits on a variety of boards and committees, including San Gabriel Valley Economic Partnership (Board Member), International Institute of Los Angeles (Secretary), State Bar of California Labor and Employment Section (Executive Committee Officer), Associated Builders and Contractors (National Legislative Committee Member), National Club Association (Board Member), Orange County Labor and Employment Relations Association/OC LERA (Past President and current Board Member), and Marquette University Alumni Club of Southern California (Past President and current Board Member).

Awards and Recognitions

Tom has been named to the Top One Hundred Labor Attorneys in the United States by Labor Relations Institute, Inc., a leading industry information source.

  Course Price:
$19.99
 
 

Patent Law Basics

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Patent Law Basics Details


Price:
$19.99

Course Description

This course is designed to provide information for all attorneys with a general interest in Patent Law as well as those with clients who may have an idea with patent implications which they might like to explore. Although many areas of Patent Law do not often change, with advances in technology, medicine and other areas, along with general updates in rules and regulations specific to Patent Law Practice, this program addresses developments in those areas. Patent Law is a dynamic practice area and Mr. Nielsen's program discusses basic issues and concepts in an easy to understand and enjoyable fashion

Course Agenda

Goals of This Presentation Understand: 1. What is a patent? 2. What might be patentable in 2021? 3. Important deadlines 4. What patent work you may perform? 5. What patent work (or patent punishment) is reserved for registered patent attorneys?

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
TN - General: 1.03 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Steven A Nielsen
Based in Larkspur, California, Steven A. Nielsen is a U.S. registered patent attorney with many years of experience in patent procurement and in achieving favorable results in federal court in the field of intellectual properly litigation. Mr. Nielsen is the past chairperson of the Intellectual Property Section of the Marin County Bar Association. Mr. Nielsen received his J.D. in 1987 from Boalt Hall, University of California at Berkeley and also holds a B.A. in Computer Science. He may be contacted at steve@nielsenpatents.com, on his website, nielsenpatents.com or via his LinkedIn page.
  Course Price:
$19.99
 
 

Security and Confidentiality for Providing Legal Services Remotely

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Security and Confidentiality for Providing Legal Services Remotely Details


Price:
$19.99

Course Description

For lawyers, securing client information is of paramount importance and there can be severe risks that come from not doing so. However, most law firms are not adequately prepared in terms of cybersecurity because they do not invest in the tools necessary to prevent the inadvertent disclosure of, or unauthorized access to, client data. Failure to do so can be devastating for any law firm and the shift to working remotely due to COVID-19 has exacerbated the probability of these problems occurring. This program aims to elucidate the importance of cybersecurity for attorneys who are providing legal services from home and how to protect that legal data from potential cyberattacks.

Course Agenda

  • Why Cybersecurity?
  • Lawyer's Reasons for Cybersecurity
  • Model Rules of Professional Conduct
  • ABA Formal Opinion 477
  • Lawyers? Legal Obligations
  • Client Business Areas
  • Top Security Risks for Law Firms
  • Internal vs. External Risk
  • Cybersecurity Preparedness in Law Firms
  • How to Eliminate High Cyber Risk Vector
  • Cybersecurity Safeguards
  • Cybersecurity Habits
  • Vendor Review - ABA Formal Opinion 08-451
  • Secure Data
  • Use Passwords Intelligently
  • Make it Hard to Unlock with 2FA
  • Use Secure Communication Channels
  • Backups
  • How to Recover from a Cyber Incident
  • ABA Formal Opinion 483
  • Cybersecurity Insurance
  • Virtual-lawyering Risks
  • CLSMF Experience
  • Initial Considerations for Success
  • What Helps
  • Control #1: Inventory & Control Hardware Assets
  • Control #2: Inventory & Control Software Assets
  • Top Threats in 2020
  • Top Mitigations to Implement in 2020

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - Cybersecurity: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Joshua Lenon
Joshua Lenon is an attorney admitted to the New York Bar. He studied law at St. Louis University School of Law, obtaining a J.D. degree and a certificate in international and comparative law. During this time, Joshua clerked for the Missouri Attorney General, helping prosecute discrimination claims on behalf of Missouri citizens. He also studied European union law at the University of Georgia School of Law's Brussels Legal Seminar. Joshua has since helped legal practitioners improve their services, working for Thomson Reuters' publishing departments in both the United States and Canada. He currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform.
  Course Price:
$19.99
 
 

Technology and Bias - Spreading it and Stopping it

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Technology and Bias - Spreading it and Stopping it Details


Price:
$19.99

Course Description

This lecture deals with how technology both spreads and helps eliminate conscious and unconscious bias in the legal profession, and what can be done to continue to use technology to identify and eliminate patterns of bias while being aware of how the wrong use of technology can unfortunately help spread it.

Course Agenda

  • Conscious vs Unconscious Bias
  • UCSF Study
  • AI & Its role in determining bias
  • Using technology to fight bias
  • Bias for not using technology
  • Technology & Age Bias
  • Sexual Bias
  • Economic Bias
  • Cultural Bias
  • Solutions?

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - Elimination of Bias: 1.0 Credits
FL - Technology: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MT - Self Study: 1.0 Credits
NJ - Diversity Inclusion Elimination of Bias: 1.4 Credits
NY - General: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - General: 1.13 Credits
TX - General: 1.25 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.

  Course Price:
$19.99
 
 

Through the Smoke: Legal Trends and Gun Violence

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Through the Smoke: Legal Trends and Gun Violence Details


Price:
$19.99

Course Description

We are experiencing an epidemic of gun violence in this country.

The parents of a student killed in the 2018 massacre at Marjory Stone-man Douglas High School, in Parkland, Florida, the deadliest high school shooting in United States history, set up and tricked a former president of the National Rifle Association into giving a high school graduation speech defending gun rights in front of 3,044 empty chairs, one chair for each student who couldn?t graduate because they were killed by gun violence.

A political stunt? Perhaps, yet it effectively illustrates the severity of the problem. It further invites us to examine the legislative solutions we ap-ply to those societal problems that impact us most. We are living through a stress test exposing flaws inherent to our system of justice. (We look to the law to fix the flaws!)

With our time together today, we will examine contemporary legal trends in regard to the 1) problem related to Gun Violence, and 2) Legislative solutions in response to those problems, 3) Impacting the rights and remedies of so many, 4) Conclude: Take Away Observations) re: Impact on Practitioners.

Course Agenda

  • Legal trends regarding gun violence
  • The history of gun violence in the U.S.
  • The trajectory of gun legislation
  • Factors contributing to gun violence such as mental health, domes-tic violence, etc.

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TN - General: 1.0 Credits
TX - General: 1.0 Credits
VA - General: 1.0 Credits

Course Presenter(s)

Greg Woods, J.D.

Greg Woods received his Doctor of Jurisprudence from San Francisco Law School and holds a Bachelor of Arts from San Jose State University. At San Francisco Law School Greg was a recipient of the Bernard Witkin Award for academic excellence in Contracts Writing and was an editorial staff member with the San Francisco Law Review. He served as a Certified Legal Intern with the Office of the District Attorney in San Francisco.

Greg Woods presently serves as Lecturer with the Department of Criminal Justice Studies at San Francisco State University and was recently named Lecturer of Justice Studies at San Jose State University and at the Department of Criminology Studies at Sonoma State University.

As an educator, constitutional scholar, law enforcement/legal trend watcher and student of history, Greg constantly seeks and receives information from a wide variety of sources and is in the forefront as a commentator on topical issues in Criminal Law.

Outside the classroom, Greg has been acknowledged by former students at the annual San Francisco State Scholar Athlete Reception as a faculty member who ?made a valuable impact on their academic life.?

  Course Price:
$19.99
 
 

Unauthorized Practice of Law

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Unauthorized Practice of Law Details


Price:
$19.99

Course Description

The unauthorized practice of law, (UPL), is "engaging in the practice of law by persons or entities not authorized to practice law" and the State needs to control who holds themselves out as an attorney to give value to the licensing and ethics control entities such as the Bar Associations and Court systems. Tensions arise when consumers need certain services which they may believe are too costly if performed by a bona fide lawyer or firm. This course outlines those tensions, the balancing factors which certain states have used to address these issues and takes a close look at several situations in which the non-lawyer entities may pose a risk to the public, and where lawsuits have been necessary to limit or curtail these non-lawyer entities.

Course Agenda

  • What is UPL?
  • The Wills Crisis and UPL
  • LegalZoom & UPI
  • Cases
  • The Florida Bar v. Moses, 380 So. 2d 412 (Fla. 1980)
  • Peters Production, Inc. v. Desnick Broadcasting Company
  • Ginger v. Cohn (Cite 426 F.2d 1385)
  • Bay County Bar Association v. Finance System, Inc.
  • State v. Despain, 319 S.C. 317, 460 S.E.2d 576 (1995),
  • Franklin v. Chavis, 371 S.C. 527, 640 S.E.2d 873 (2007)
  • Kone v. Wilson,630 S.E.2d 744, 272 Virginia 59 (2006)
  • House Counsel
  • Punishments for Violations: Examples
  • Conclusions

Course Credit per State


AK - Ethics: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.1 Credits
KY - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.

  Course Price:
$19.99
 


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