Individual CLE Courses
Continuing Legal Education Online Courses with MCLEZ are for Illinois attorneys who want to make the most of their time and money. Easily earn Illinois 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 your entire CLE requirement, see our Illinois Bundles page under CLE State Bundles.
MCLEZ provides continuing legal education courses which have been pre-approved by the MCLE Board of the Supreme Court of Illinois.
Illinois CLE Courses
Aliant Law - Economic Crime Conference
Price: $29.99
This program features an expert panel of attorneys from across the world who discuss global trends in sanctions and Asset Recovery, particularly in relation to the Ukraine-Russia war. This second Aliant Law International Economic Crime Conference provides valuable information for attorneys who represent U.S. businesses impacted by sanctions on Russia, both here and globally. Attorneys from the UK, Italy, India, and France identify which countries have, or have not been affected, in various sectors, such as the financial sector, shipping, aviation and energy. Remedies or compliance measures, such as asset-recovery (seizure of ships/aviation), anti-money laundering statutes in numerous countries. and whistle-blower remedies are examined. The panelists also discuss immigration and human rights issues and specific remedies implemented (or not) in many countries. This program is of great value for lawyers who value the expertise of colleagues from other countries and how they asses the relative impacts of this conflict on the global legal landscape for businesses and other clients across the globe and in the U.S., and recommendations they have on how to best provide protective legal measures for their clients.
Credits:
AK - Voluntary: 2.0 Credits, AL - On-Demand: 2.0 Credits, AZ - General: 2.0 Credits, CA - General: 2.0 Credits, CT - General: 2.0 Credits, FL - General: 2.5 Credits, IL - General: 2.0 Credits, MO - Self Study: 2.0 Credits, NC - General: 2.0 Credits, ND - Self Study: 2.0 Credits, NH - General: 2.0 Credits, NJ - General: 2.5 Credits, NV - General: 2.0 Credits, NY - General: 2.5 Credits, PA - Distance Learning: 2.0 Credits, TX - General: 2.0 CreditsCourse Agenda:
Russian Sanctions- The Present
- Current Magnitude
- Effect on Biz Sector
- Energy Impacts
- Energy Sector
- Financial Sector
- Export Controls
- Aviation
- Block, Freeze, Seize
- How to Respond
- L.D. n. 231/2001
- Sanctions
- Precautionary Measures
- Warning
- Conclusion
- Statutory Details
- 2 Categories of Requesting States
- Extradition Process for Category 1 Territories
- Category 2 Territories
- Category 2 Territories - Type B
- Extradition Process for Category 2 Territories
- Extradition Hearing
- Secretary of State's Decision
- Bars to Extradition
- The Transitional Period
- No Supervisory Jurisdiction by CJEU
- End of Dual Criminality Assumptions?
- Extradition of Nationals
- ECHR
- Key Provisions
- Registration of Overseas Entities
- What Steps Does and Overseas Entity Need to Take?
- What is a Registrable Beneficial Owner?
- Requirements
- Civil Asset Recovery - Unexplained Wealth Orders
- Key Changes to the UWO
- Unlawful Conduct
Course Presenter(s):
- Jacob Stein, Esq
And Then There is FRAUD
Price: $19.99
This course is an examination of FRAUD and an analysis of legal trends and legislative solutions intended to bring attention to today's legal practitioners, through real-world examples, of the dangers of swatting, deep fakes, crypto-currency, and other fraud on the internet and other routine transactions, to better protect their clients and improve quality of life.
Credits:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.25 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, NH - General: 1.25 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Self Study: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TN - General: 1.27 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 CreditsCourse Agenda:
Course Presenter(s):
- Greg Woods, J.D.
Attorney Civility and Professionalism
Price: $19.99
Why is this important? The adversarial process can be taken to extremes, to where it may become an internal aspect of a firm's culture. This obstructs the kind of cooperation that can ease and expedite workloads. It's also been shown to create a level of stress that is extremely unhealthy; including life-threatening issues. Furthermore, we've all heard the expression ?you catch more flies with honey,? and yet the singular adversarial approach works against this. We need to recognize that this approach is only one tool in the toolbox, and you have access to many more. In addition, adding these tools will positively impact your success, health, and income.
Credits:
AZ - Professional Responsibility: 1.0 Credits, CA - Civility: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Professionalism: 1.0 Credits, IL - General: 1.0 Credits, IN - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Ethics: 1.0 Credits, TN - Dual: 1.03 Credits, TX - Ethics: 1.0 Credits, UT - Civility: 1.0 CreditsCourse Agenda:
- I. The Problem - Working too hard for stable income.
- II. The Solution - supercharging our negotiating skills.
- III. Implementation
- A. Mind Prep ? The Empty Cup (synopsis of the Koan)
- 1. Tempo / Pace - The Cues.
- 2. Primary Processing Center (fear, need, control)
- 3. Thinking vs. Emotions in decision-making
- IV. Summary
- A. Adjusted Responses
Course Presenter(s):
- Russell Jackman, Esq.
- Ian Blei
Attorneys and the Cloud - Update
Price: $19.99
What is "The Cloud"?
Who runs it? Where is it? Will it go away? Where is all my information? Is it worth using? These questions and more are discussed in this program which helps attorneys learn about this major development in law technology and also meet ethical obligations to remain knowledgeable in this area, as stated by the ABA.
ABA Model Rule 1.1 Competence: A lawyer shall provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness and preparation reasonably necessary for the representation. Additional Cloud areas discussed include Centralized case/matter management, Document management, Time and billing, Scheduling/reporting, Contact management, Conflict checking and more.
Credits:
FL - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, SC - Ethics: 1.13 CreditsCourse Agenda:
- What is the "cloud"?
- Cloud Benefits
- Ethics behind Cloud Computing
- Cloud Concerns
- Cloud Tasks for Attorneys
- Cloud Considerations
- Cloud Computing Services
- Managing Cloud Risks
- Legal Specific Cloud Computing Services
Course Presenter(s):
- Russell Jackman, Esq.
Business and Asset Protection Strategies in the Age of Covid-19
Price: $19.99
than those who have not. This engaging presentation on protecting assets from plaintiffs, lenders, creditors and the government will cover lessons learned from the financial crisis of 2008 that we can apply to the current landscape, what businesses can do now to transition into the recession, and how companies and individuals can protect their assets from litigation and creditor threats. The instructor will share real-life stories and anecdotes, and will present a very practical approach to protecting assets. The discussion will also cover asset protection planning in a troubled economy, focusing on protecting assets from lenders and landlords and how to plan after a lawsuit, a default or an accident.
Credits:
AK - Voluntary: 1.5 Credits, AZ - General: 1.5 Credits, CA - General: 1.5 Credits, CT - General: 1.5 Credits, FL - General: 1.5 Credits, IL - General: 1.25 Credits, NJ - General: 1.5 Credits, NY - General: 1.5 Credits, SC - General: 1.31 CreditsCourse Agenda:
- Overview of Asset Protection
- Fraudulent Transfers
- Business Entities
- Trusts in Asset Protection
- Protecting Specific Assets
- How to plan for a lawsuit
Course Presenter(s):
- Jacob Stein, Esq
Coming to America and Staying: Immigration Law Basics
Price: $19.99
At the forefront of the news and a subject that is intensely controversial for both foreigners and citizens is the topic of Immigration laws in the United States. However, many people do not know the inner workings of the system or what the immigration laws of the United States really means for people trying to come in legally to the USA. This lecture will cover those basics and give the attendee the status of where we are today when it comes to the topic of Immigration.
Credits:
AK - Voluntary: 1.0 Credits, 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, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 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: 1.02 CreditsCourse Agenda:
- Immigration and Nationality Act
- Family Based Immigration
- Employment Based Immigration
- Refugees and Asylum
- Other forms of relief
- US Citizenship
- U-VISA
- What happens if you don?t follow the rules?
- Prosecutorial Discretion
- The Future Of DACA
- What is the current status of DACA?
- Conclusions
Course Presenter(s):
- Russell Jackman, Esq.
Continued Progress in Diversity and Inclusion in the Legal Profession
Price: $19.99
Steven A. Nielsen objectively addresses progress made and new challenges faced by the legal profession in the areas of diversity and inclusion. This program includes a through review of multiple newly published articles and surveys, discernable trends, and valuable resources available. Topics include bullying as a form of gender discrimination, and ageism and mental health as other forms of perceived bias. He includes information on new programs that provide loan counseling and cross-cultural competency in ABA accredited law schools, the Diverse Lawyers Trial Academy which aims to further "first chair" opportunities for women, the Community Fund for Black Bar applicants and the AccessLex Center for Legal Education Excellence.
Mr. Nielsen reviews new data from the ABA on diversity and the need to promote minority associates. He notes a general cultural shift, such as in California where an ethnic studies course is required to graduate high school. He also discusses efforts by large law firms to now allow numerous hours per year of pre-approved Diversity and Inclusion work to count toward billable hours and bonuses and suggests a number of courses of action to improve discussion of diversity, equity and inclusion issues in law firms.
Credits:
AZ - General: 1.0 Credits, CA - Elimination of Bias: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - Diversity and Inclusion: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.25 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NV - General: 1.0 Credits, NY - Diversity and Inclusion: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Diversity and Inclusion, and now Equity - Have we seen progress?
- Can C-suite diversity officers really make a difference?
- SEC Approves Nasdaq Listing Rules Regarding Board Diversity
- LinkedIn debuts Top Voices in Racial Equity
- Workplace Bullying
- Loan counseling and cross-cultural competency programing
- What does the past literature tell us?
- What does the current literature tell us?
- A Summary of the Current Trends
- Is Mental Health a Point of Diversity?
- Bias - A Proposed Big Picture View
- A Proposed Big Picture Approach
- Group Bias
- Discriminating
- How do we reduce bias?
- Bias in Action
Course Presenter(s):
- Steven A Nielsen
COVID-19 Legal Implications and Considerations for Businesses
Price: $19.99
When a crisis hits, getting a head start matters and those who have prepared will fare better than those who have not. This engaging presentation on protecting assets from plaintiffs, lenders, creditors and the government will cover lessons learned from the financial crisis of 2008 that we can apply to the current landscape, what businesses can do now to transition into the recession, and how companies and individuals can protect their assets from litigation and creditor threats. The instructor will share real-life stories and anecdotes, and will present a very practical approach to protecting assets. The discussion will also cover asset protection planning in a troubled economy, focusing on protecting assets from lenders and landlords and how to plan after a lawsuit, a default or an accident.
Credits:
AZ - General: 1.5 Credits, CA - General: 1.5 Credits, FL - General: 1.75 Credits, IL - General: 1.25 Credits, MO - Self Study: 1.8 Credits, NJ - General: 1.5 Credits, NY - General: 1.5 CreditsCourse Agenda:
- Overview of Asset Protection
- Fraudulent Transfers
- Business Entities
- Trusts in Asset Protection
- Protecting Specific Assets
- How to plan for a lawsuit
Course Presenter(s):
- Jacob Stein, Esq
Cryptocurrency - New Age Money or Scam
Price: $19.99
Cryptocurrency: There has been much talk about the use of cryptocurrencies, such as Bitcoin, as the hot new investment and a fast way of making money. But it's a very complicated process and has many pitfalls and challenges legally. This lecture will discuss the creation and use of cryptocurrencies, along with some of the challenges of trying to use and maintain cryptocurrencies as a financial tool and/or investment strategy.
Credits:
CA - General: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, MT - Self Study: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits, SC - General: 1.06 CreditsCourse Agenda:
- What is crypto currency?
- Defining Bitcoin
- Advantages and Disadvantages of Cryptocurrency
- The Real Cost of Mining Bitcoin
- CASES
- Top 5 Crypto Currency Failures
Course Presenter(s):
- Russell Jackman, Esq.
Cyber Security Concerns and Solutions for the Law Office
Price: $19.99
The increases computer usage since the onset of the Pandemic plus new challenges created by new technologies has created significant threats towards attorneys and their clients. This program helps attorneys meet their ethical ABA model rule 1.1 requirements while getting vital information to help them safeguard their practice and their clients.
Credits:
AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, FL - Technology: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - Cybersecurity: 1.0 Credits, OH - Self Study: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TN - General: 1.0 CreditsCourse Agenda:
ul>Course Presenter(s):
- Russell Jackman, Esq.
Economic Analysis in Employment Matters
Price: $19.99
Dr. Jouganatos discusses the appropriate benefits to include in loss calculations, the discount rate, wage growth rate, earnings basis, present value calculations, mitigation issues including inferior employment, and hearsay problems as well as adverse tax consequences of a lump-sum award or settlement. Methods of computing loss of benefits and pensions, are discussed, among other issues. He also discusses his approach when undertaking cases. Through this course, attorneys will have a greater understanding of the elements of economic analysis in employment matters.
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, KY - General: 1.0 Credits, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Self Study: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TN - General: 1.1 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Compensatory Damages
- Loss of earnings (all forms of compensation) past and future Benefits, including pension.
- No loss of Social Security possible
- The Calculations
- Historic Loss ('back pay')
- Present Value of Future Loss ('front pay')
- The Main Components
- Worklife
- Discount Rate
- Net discount rate
- Tax issue
- Wage growth rate
- Inflation rate
- Salary or compensation basis
- Other Issues
- Pension
- Health Benefits
- Social Security
- Unused vacation
- Mitigation of loss
- Taxes
- Punitive Damages
- Economic analysis only in assessing defendant's financial condition
- Credit Score Damage
Course Presenter(s):
- George Jouganatos
Electronic Discovery and the Cloud in the Practice of Law
Price: $19.99
This course about electronic discovery and the cloud in practice of law will explore ten topics that are relevant to attorneys. First, the course will explore legal implications of cloud storage in electronic discovery. Next, the course will investigate data privacy challenges in cloud-based electronic discovery. The course will then explore preservation obligations in cloud-stored electronic evidence. After this, the course will investigate accessing and securing cloud data in legal investigations. Next, the material will cover compliance with esi protocols in cloud environments. The course will then turns towards impact of gdpr on U.S. cloud discovery practices. Next, the course will investigate authenticity verification of cloud-stored legal documents. The course will then explore cloud service provider agreements in ESI management. The course will next investigate legal ethics in using cloud platforms for ediscovery. Lastly, the material will cover cost-effective cloud solutions for small law firms.
Credits:
AK - Voluntary: 1.0 Credits, 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, KY - General: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.4 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TN - General: 1.15 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Legal implications of cloud storage in electronic discovery.
- Data privacy challenges in cloud-based electronic discovery.
- Preservation obligations in cloud-stored electronic evidence.
- Accessing and securing cloud data in legal investigations.
- Compliance with ESI protocols in cloud environments.
- Impact of GDPR on U.S. cloud discovery practices.
- Authenticity verification of cloud-stored legal documents.
- Cloud service provider agreements in ESI management.
- Legal ethics in using cloud platforms for eDiscovery.
- Cost-effective cloud solutions for small law firms.
Course Presenter(s):
- Berry Crawford
Employment Law Facts Every Virginia Attorney Should Know
Price: $19.99
Several new laws went into effect in 2020 that shifted Virginia from a from a pro-employer state to a decidedly pro-employee state. The new laws create a much greater risk of liability for employers. This course is designed to get attorneys up to date with this new regulatory landscape and discusses both civil and criminal liabilities that employers may face. Topics include independent contracting, liabilities for unpaid wages, discrimination liabilities, the pros and cons of arbitration, pregnant employee rights and numerous other important legal issues.
Credits:
IL - General: 1.0 Credits, IN - Ethics: 1.0 Credits, TN - General: 1.05 CreditsCourse Agenda:
- Its not the Old Dominion Anymore
- Independent Contractors Should be a Rarity
- Employees Can Sue for Unpaid Wages
- Companies may be liable for their sub?s unpaid wages
- Discrimination claims will be more common and more difficult to defend
- Arbitration agreements can protect a business
- Companies should implement best practices to reduce discrimination claims
- Minimum wage has gone and may go up more
- Employers must post/distribute pregnancy discrimination/accommodation notices
- Non competes are banned for some employees
- Project Labor Agreements
- Companies will defer payroll tax withholdings at their own risk
- Employers must provide FFCRA paid leave
- New whistleblower protections
- Employees can discuss wages
- Employers should not ask about simple possession of marijuana
- Layoffs, Furloughs and Terminations
Course Presenter(s):
- Anne G. Bibeau, Esq
Ethical Considerations During Mediation and Arbitration
Price: $19.99
In this course we will look at the ethical considerations that should be followed during the mediation and arbitration processes. First, we will review both mediation and arbitration at a high level and investigate what roles they play in the alternative dispute resolution process. We will then look at the ethical frameworks that have been developed by the American Bar Association for mediation and arbitration. We will finish the course by exploring real world scenarios of these principles in action by investigating specific cases where these issues arose.
Credits:
AK - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.5 Credits, CT - Ethics: 1.5 Credits, FL - Ethics: 1.5 Credits, IL - Professional Responsibility: 1.25 Credits, ND - Ethics: 1.0 Credits, NH - Ethics: 1.25 Credits, NJ - Ethics: 1.5 Credits, NV - Ethics: 1.5 Credits, NY - Ethics: 1.5 Credits, TX - Ethics: 1.5 CreditsCourse Agenda:
- Introduction
- Mediation Overview
- Arbitration Overview
- ABA Rules of Professional Responsibility
- ABA Model Standards of Conduct for Mediators
- ABA Arbitration Code of Ethics
- Case Law
Course Presenter(s):
- David Graulich, Esq.
Ethical Considerations for the In-house Counsel
Price: $19.99
In this course we will look at the ethical issues that are particularly relevant to an organization?s in-house counsel. After a brief overview of what makes the situation of an in-house counsel unique, we will explore specific ABA rules of professional responsibility and look at example cases that illuminate the issues in-house counsels may face. Areas covered are: Confidentiality of Information, Conflict of Interest: Current Clients, Current Clients: Specific Rules, Organization as Client and Unauthorized Practice of Law; Multijurisdictional Practice of Law.
Credits:
AK - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, TN - Dual: 1.08 CreditsCourse Agenda:
- ABA Rules of Professional Responsibility
- Confidentiality of Information
- Conflict of Interest: Current Clients
- Current Clients: Specific Rules
- Organization as Client
- Unauthorized Practice of Law; Multijurisdictional Practice of Law
Course Presenter(s):
- Joe Schofield
Ethical Considerations when Marketing and Advertising Legal Services
Price: $19.99
In this course we will look at the ethical considerations that should be followed when lawyers engage in marketing and advertising. First, we examine the history and context of marketing and advertising by attorneys. Next, we look at the ABA Model Rules of Professional Conduct and determine which rules are most relevant to attorney marketing and advertising. Lastly, we explore real world scenarios of these principles in action by investigating specific cases where these issues arose.
Credits:
AK - Ethics: 1.0 Credits, AL - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, GA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, PA - Ethics: 1.0 Credits, TN - Dual: 1.05 CreditsCourse Agenda:
- Overview of Marketing
- ABA Model Rules of Professional Conduct
- Communications Concerning a Lawyer?s Services
- Communications Concerning a Lawyer?s Services: Specific Rules
- Solicitation of Clients
- Case Law
Course Presenter(s):
- David Graulich, Esq.
Ethical Considerations when Screening and Selecting New Clients
Price: $19.99
One of the most important yet overlooked issues in practicing law are the ethical considerations when screening and selecting new clients. If you work in a large law firm with a dedicated research department or work for a small law firm, it is important to understand the rules and nuances of new client ethics. In this course we look at what the ethical framework is that underlies these principles. We first look at conflicts of interests. Next, we examine meritorious claims and contentions. We then look at the various issues involved into going into business with or investing in a client. We examine the related concepts of competence and capacity and then lastly review the importance of not overselling a case with a potential client.
Credits:
AZ - Professional Responsibility: 1.25 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, GA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.25 Credits, NC - Professional Responsibility: 1.0 Credits, NY - Ethics: 1.0 CreditsCourse Agenda:
- Overview
- Ethical Framework
- Conflict of Interests
- Meritorious Claims & Contentions
- Going into Business With a Client
- Competence
- Capacity
- Do Not ?Oversell? a Case
Course Presenter(s):
- David Graulich, Esq.
Ethical Issues - Pro Bono Representation
Price: $19.99
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.
Credits:
AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, SC - Ethics: 1.08 CreditsCourse Agenda:
- Pro Bono: Definition
- The need for Pro Bono
- CASES
- How to get involved
- Conclusions
Course Presenter(s):
- Russell Jackman, Esq.
Ethical Issues During the Discovery Process
Price: $19.99
In this course we will look at the ethics of the discovery process as it pertains to Interrogatories and Document Production. First we will review what the discovery process entails and how it fits into the overall litigation picture. We will next look at the relationship between the courts and the discovery process. Next, we will look at the ABA rules and Federal Rules of Civil Procedure which are the sources of rules regarding the discovery process. We will then look in detail at various cited cases that resolved around these discovery process rules. Lastly we will look at a taxonomy of discovery abusers and investigate some practical considerations for litigators.
Credits:
AK - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, ND - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, TX - Ethics: 1.0 CreditsCourse Agenda:
- What is the discovery process?
- The Courts and Discovery
- ABA Rules of Professional Responsibility
- Federal Rules of Civil Procedure
- Case Law
- Taxonomy of Discovery Abusers
- Practical Considerations
Course Presenter(s):
- David Graulich, Esq.
Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act
Price: $19.99
The California End of Life Option Act ("EOLOA" or "the Act"), operative since June 9, 2016, impacts estate, trust, and probate practice in a variety of ways. This article explains the Act's eligibility and procedural criteria and shows how potential EOLOA fact patterns can implicate certain ethical rules of professional responsibility. Specifically, this article focuses on the interaction between the EOLOA and some of the updated Rules of Professional Conduct, effective since November 1, 2018.
Credits:
AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, NY - Ethics: 1.0 CreditsCourse Agenda:
EOLOA Eligibility Criteria & Procedures- California's End of Life Option Act (EOLOA)
- Summary of Eligibility Criteria
- Key Terms
- Qualified Individual
- Capacity to Make Medical Decisions
- Informed Decision
- Terminal Disease
- Self-Administer
- Summary of Process: Patient Perspective
- Requirements for Patient's Written Request
- Who Can be a Witness?
- Summary of Process: Physician Perspective
- EOLOA: Estate Planning
- Donative Transfers Presumed Invalid
- Care Custodian
- Health & Social Services
- Dependent Adult (Senior)
- Dependent Adult (Non-Senior)
- EOLOA & Care Custodian
- Care Custodian as Heir?
- EOLOA: Safe Harbor
- EOLOA: Criminal Conduct
- Ethical Issue #1: Diligence (as of November 10, 2018)
- Fact Pattern: Diligence
- Ethical Analysis
- Ethical Issue #2: Confidential Information of a Client (as of November 10, 2018)
- Fact Pattern: Permissive Disclosure of Client Information
- Ethical Analysis
- Ethical Issue #3: Conflict of Interest - Current Clients (as of November 10, 2018)
- Directly Adverse
- Significant Risk? Materially Limit
- Financial, Family, or Intimate Relationships
- Fact Pattern: Avoiding the Representation of Adverse Interests
- Ethical Analysis
Course Presenter(s):
- Ariana Perfecto
Ethical Issues When Taking or Defending Depositions
Price: $19.99
In this course we will look at the ethics of the taking and defending depositions. First, we will review what the deposition process entails and how it fits into the overall litigation picture. We will next look at common unethical behaviors during depositions and investigate the breadth of the problem. Next, we will look at the ABA rules which are the sources of rules regarding the discovery process. We will then look in detail at various cited cases that illustrate unethical behavior during depositions. Lastly, we will look some practical considerations for litigators in dealing with ethical abusers during depositions and also ways to look at our own behavior.
Credits:
AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, ND - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, PA - Ethics: 1.0 CreditsCourse Agenda:
- Depositions Overview
- Unethical Behavior During Depositions
- ABA Rules of Professional Conduct
- Case Law
- Practical Considerations
Course Presenter(s):
- David Graulich, Esq.
Ethics and the Court of Public Opinion
Price: $19.99
Calculated to increase awareness of significant issues impacting the integrity of the legal profession and public trust, the course examines high profile examples of wrongful behavior and traditional notions of moral character. From select sections of the Model Rules of Conduct and terms and concepts from the ethical tradition, it is an informed analysis of questionable decision making under difficult circumstances requiring practitioners to employ the highest standards of care, to preserve the rights and remedies of those they serve and promote the credibility of the justice system.
Credits:
AK - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, PA - Ethics: 1.0 Credits, TN - Dual: 1.13 Credits, TX - Ethics: 1.0 Credits, UT - Ethics: 1.0 CreditsCourse Agenda:
Attorneys will benefit from the examination of the Model Rules of Conduct, increase awareness of issues and trends involving professional responsibility, and visit the harmful impact questionable behavior has on the public trust. To better deliver the constitutional imperative and improve their advocacy for the rights and remedies of those they serve, the result delivers a prescription for credibility of the judicial process and integrity of the justice system for practitioners in the United States. The overall value aspires to preserve civil rights, promote dignity of the profession, increase public trust, and improve quality of life.
Course Presenter(s):
- Greg Woods, J.D.
FOIA: Freedom of Information Act - 2021 Update
Price: $29.99
Presentation Goals: To help attorneys - in all fields of practice - learn how to more successfully navigate the FOIA process to better support their clients
Credits:
AZ - General: 2.0 Credits, CA - General: 2.0 Credits, FL - General: 2.5 Credits, IL - General: 2.0 Credits, IN - Distance Education: 2.0 Credits, MT - Self Study: 2.0 Credits, NC - General: 2.0 Credits, ND - Self Study: 2.0 Credits, NJ - General: 2.5 Credits, NY - General: 2.0 CreditsCourse 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 Presenter(s):
- Pete Sorenson
Implicit Bias and Bias Identification Strategies
Price: $19.99
Attorney Steven Nielsen focuses on bias-reduction strategies to address how unintended biases regarding race, ethnicity, gender identity, sexual orientation, socioeconomic status, or other characteristics undermine confidence in the legal system. Among specific Implicit (or "Subconscious") Biases he addresses are "Heightism," and "Elitism." He discusses the impact these biases have on the legal profession and society writ large.
Credits:
AZ - General: 1.0 Credits, CA - Implicit Bias: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 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 - Dual: 1.1 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Initial Discussion ? Biases
- Definitions of Bias
- Why does humanity face this challenge?
- Advantages of being in a group
- The Robber?s Cave Experiment
- Types of Implicit or unconscious bias
- Explicit Bias
- Impact of Implicit, Explicit and Systemic Bias on the Legal System
- Actionable steps licensees can take to recognize and address their own implicit biases
- Height Discrimination ? Heightism
- Elitism Bias
- Ageism
- Distinguished Surname Bias or, simply, Name Bias
- Caste Bias
- Financial Bias
- The protected classes are just a start
- Can we learn to withhold judgment ?
Course Presenter(s):
- Steven A Nielsen
Implicit Bias and Bias-Reduction Strategies
Price: $19.99
Having presented MCLE programs in the areas of "Elimination of Bias in the Legal Profession" and "Diversity, Inclusion and Equity" for over a decade, attorney Steven A. Nielsen has witnessed the importance of these issue grow, along with the statistical data and measurement of progress. In this presentation, Mr. Neilsen focuses on "Implicit Bias," and the promotion of bias-reducing strategies to address how unintended biases regarding race, ethnicity, gender identity, sexual orientation, socioeconomic status, or other characteristics undermine confidence in the legal system. Among specific Implicit (or "Subconscious") Biases which he addresses are "Ageism," and "The Halo Effect." He discusses the impact these biases have on the legal profession and society writ large, on individual lawyers and their practices, and scenarios in which they can impact the courtroom and the law firm workplace.
Credits:
AZ - General: 1.0 Credits, CA - Implicit Bias: 1.0 Credits, CT - General: 1.0 Credits, FL - Professionalism: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - Diversity and Inclusion: 1.0 Credits, IN - Distance Education: 1.0 Credits, ND - Self Study: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, TN - Dual: 1.08 Credits, TX - General: 1.0 CreditsCourse Agenda:
Course Presenter(s):
- Steven A Nielsen
Lawyers & The Opioid Crisis
Price: $19.99
In this important lecture, Russell Jackman, Esq. talks about identifying the largest drug crisis of modern times: Opioid Addiction. He talks about identifying it, the problems involved, possible solutions and his own personal experience dealing with Opioids when he was injured significantly in 2016 and in 2020.
Credits:
CA - Prevention and Detection Competence: 1.0 Credits, CT - General: 1.0 Credits, FL - Substance Abuse: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, NC - Substance Abuse / Mental Health: 1.0 Credits, NY - General: 1.0 Credits, SC - Substance Abuse: 1.05 CreditsCourse Agenda:
- The Opioid Crisis: How Prevalent is it?
- What are Opioids?
- The most commonly used opioids
- Common Opioid Risks
- Opioid Side Effects
- 2016 ABA Survey
- Profession drives depression
- Driving Factors to use Opioids
- Help Available for Attorneys
- "The Other Bar" - otherbar.org
- Other Bar "self test"
- My Own Experience
- Opioid Treatment Alternatives
Course Presenter(s):
- Russell Jackman, Esq.
Neurobiology, Mindfulness and Mental Health in the Practice of Law
Price: $19.99
Practicing attorneys tend to suffer from mental health symptoms and disorders at a higher rate than society at large. The pressures and dynamics of this profession can be and often are intense. In this course we look at mindfulness practice as a proven solution to deal with these challenges. We look at mental health and mindfulness through the lens of their underlying neurological correlates and explore how mindfulness is an evidenced-based solution. We close the course with practical considerations in applying mindfulness principles to law practice.
Credits:
AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - Wellness Competence: 1.0 Credits, CT - General: 1.0 Credits, FL - Mental Illness: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - Substance Abuse: 1.0 Credits, NY - General: 1.0 Credits, OH - Self Study: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TN - General: 1.0 CreditsCourse Agenda:
- The Extent of Mental Health Issues in the Practice of Law
- How To define Mental Health
- The Core Neurological Basis of Depression and Anxiety
- Is there a Solution?
- How Mindfulness Works
- Bringing Mindfulness into the Practice of Law
Course Presenter(s):
- Berry Crawford
Neutral-Driven Dispute Resolution: NDR
Price: $19.99
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.
Credits:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, NC - General: 1.0 Credits, ND - Self Study: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse 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 Presenter(s):
- Rob Christopher
NLRB Update
Price: $19.99
Labor law is currently in the news. High profile campaigns and issues involving many businesses we frequent are in the public eye. Because labor law has a broader scope and greater impact than many practitioners may realize, this program will address recent developments at the National Labor Relations Board on a variety of issues. The focus will be on several areas, including case rulings, expanding remedies for unlawful conduct, hot topic issues, as well as potential change to come through legislation, policy, and regulations. Even if you do not regularly practice before the National Labor Relations Board, this program provides insight on issues on NLRB's agenda which touch upon areas practitioners may have considered to be exclusively regulated by state or federal employment law.
Credits:
AK - Voluntary: 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, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - 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, UT - Self Study: 1.0 CreditsCourse Agenda:
-
Areas of Development
- Case rulings
- Remedies
- Regulations
- Legislation
-
Cases
- American Steel (372 NLRB No. 23)
- ArrMaz Products (372 NLRB No. 12)
- Bexar Performing Arts Center (372 NLRB No. 28)
- Grill Concepts (372 NLRB No. 30)
- McLaren Macomb (372 NLRB No. 58)
- RAV Truck (372 NLRB No. 25)
- Sunbelt Rentals (372 NLRB No. 24)
- T-Mobile (371 NLRB No. 163)
- Tesla (371 NLRB No. 131)
- Thryv, Inc. (372 NLRB No. 22)
- Troutbrook Company (372 NLRB No. 26)
- Valley Hospital (371 NLRB No. 160)
- AFL-CIO v. NLRB
- NLRB v. Aakash
-
Pending Cases of Interest
- Stericycle - NLRB Case 4-CA-137660 on employee handbooks and workplace rules
- The Atlanta Opera - NLRB Case 10-RC-276292 on employee versus independent contractor status
- Amazon.com Services LLC - NLRB Case 29- CA-292392 on employer holding mandatory "captive audience" meetings
- Black Lives Matter cases
- Starbucks and injunction
- Amazon elections and charges
- And more
- Remedies
- Regulations
- Legislation
- Policy Efforts
- Landscape and Conclusion
Course Presenter(s):
- Thomas A. Lenz
Patent Law Basics
Price: $19.99
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
Credits:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse 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 Presenter(s):
- Steven A Nielsen
Policing from Where we Are Today
Price: $19.99
The objective of this presentation is to identify and discuss key legal and social issues in the context of today's volatile society, with an emphasis on limitations on the use of force and legal remedies in response to police misconduct. The presenter discusses how current events give rise to cases in numerous legal areas, from Civil Rights violations, Constitutional Law, including freedom of speech and lawful (and unlawful) protests, and liability for damages from both protests and police misconduct. Moreover, the presenter discusses topical issues of vital importance, such as the ?defund? movement, which runs along a spectrum, from those in Minneapolis who would disband and rebuild their police department (on the theory that the current department?s culture is too pervaded by racism and violence), to those in New York City or Los Angeles who advocate reallocation of spending and reform of police practices. Ultimately these issues end up in Court, where lawyers must be leaders and help society solve these complicated issues. This program aims to increase awareness of the critical legal issues involved.
Credits:
AZ - General: 1.25 Credits, CA - General: 1.25 Credits, CT - General: 1.0 Credits, FL - General: 1.5 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.25 Credits, MO - Self Study: 1.25 Credits, NC - General: 1.25 Credits, ND - Self Study: 1.25 Credits, NJ - General: 1.5 Credits, NV - General: 1.5 Credits, NY - General: 1.5 CreditsCourse Agenda:
- Problem: No trust.
- How to restore trust?
- Follow the law.
- Transparency + Accountability = Trust
- Access to justice?
- Purpose of Justice system?
- Duty of law enforcement?
- Social Contract: Safety and security in exchange for compliance with the law.
- Follow the law, receive safety and security.
- Reduced safety and security increases desperation.
- Desperate people behave desperately.
- Constitutional Imperative:
- Equal Protection under the law.
- Substantive Due Process: Life, Liberty & Property.
- Procedural Due Process: Notice & Hearing.
- Institutional Legitimacy questioned?
- Social Contract breached?
- Worst case scenario: An existential threat?
- Analysis: Why no trust?
- An inherently flawed system?
- The law doesn't work.
- Police use of force?
- Officer involved shootings?
- Inclusion/Access to justice?
- Solution: Change the law.
- Legislative solutions.
- AB 392 Police Use of Force (CA)
- SB 1421 Police Officer Release of Records (CA)
Course Presenter(s):
- Greg Woods, J.D.
Reinvigorating the Lawsuit
Price: $19.99
Thomas Moukawsher, an experienced federal litigator and retired Connecticut complex litigation judge, shares lessons from his 40 years of trying cases in courts across the country. The lessons are based on Judge Moukawsher's 2023 book, The Common Flaw, Needless Complexity in the Courts and 50 Ways to Reduce It. The course confronts litigation flaws with practical solutions, beginning with the filing of the complaint and running through appeals court strategies and briefing.
Credits:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, NH - General: 1.25 Credits, NJ - General: 1.5 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Self Study: 1.0 Credits, TN - General: 1.22 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 CreditsCourse Agenda:
- The best complaints are comprehensible rather than needlessly comprehensive.
- Why summary judgment is the best pre-trial motion.
- Prepare to present your case, not needless motions in limine.
- Use trial admissions to focus the trial on the dispute, not the undisputed.
- Eliminate needless exhibits. They smother the important ones.
- Don't waste money on needless expert testimony.
- Propose a time clock.
- Make a point, not a muddle with prior testimony.
- Cross examine crisply, crushingly or not at all.
- Humanize overstuffed, bewildering jury charges and interrogatories.
- Substitute longer closing arguments for post-trial briefs.
- Make your brief writing literary, not technical.
- Choose appellate issues on quality rather than quantity.
- Rethink the billable hour.
Course Presenter(s):
- Thomas G. Moukawsher
Sophisticated Planning for High Net Worth Individuals
Price: $19.99
Transactions and Asset Protection, discusses trends and developments in a number of important areas. He reviews in detail how the drafting of irrevocable trusts has changed over the last 10 years and how to best structure these instruments to allow for greater flexibility through the use of a "trust protector." He discusses how irrevocable trusts can be used to protect assets, to provide privacy for assets, to enhance tax planning and their use in offshore planning. He describes the use of LLCs and which states may be the most advantageous for LLC/trust formation. He discusses specific trust provisions, asset protection with both domestic and foreign trusts, and which types of trusts may be most useful for assets which may be expected to appreciate in value, like start-ups. Additional topics include international tax planning, structuring foreign investment in the U.S., pre-immigration tax planning, and which offshore jurisdictions may be favored.
Credits:
CA - General: 1.0 Credits, FL - Technology: 1.0 Credits, IL - General: 1.0 Credits, MO - Self Study: 1.0 Credits, NY - General: 1.0 Credits, SC - General: 1.08 CreditsCourse Agenda:
- Structuring Irrevocable Trusts
- Asset Protection
- Asset Protection with Trusts
- Asset Protection with Domestic Trusts
- Asset Protection with Foreign Trusts
- Foreign Trusts - Tax Treatment and Reporting
- Defective Grantor Trusts
- SCINs
- GRATs
- Income Tax Planning with DINGs
- Monetized Installment Sale
- Foreign Investment - FDAP and Capital Gains
- Foreign Investment - Effectively Connected Income
- Foreign Investment - Branch Profits Tax
- Foreign Investment: FIRPTA
- Foreign Investment: FIRPTA
- Pre-Immigration Tax Planning
Course Presenter(s):
- Jacob Stein, Esq
Succession Planning and the Practice of Law
Price: $19.99
What are a lawyer?s ethical obligations to engage in succession planning? NOTE: While this program primarily uses California Rules and developments to illustrate the issues involved in this important area, the guidance and ethical examples provided are relevant to attorneys in every state, and comparable Opinions and Statutes are found in nearly every jurisdiction.
This discussion-format talk with Russell Jackman, Esq. and Don McCrae, Owner of Your Business Legacy, a specialist in helping attorneys close their practices, addresses the issues that are commonly dealt with by attorneys who may be considering closing their practices, retiring, or changing ownership to someone else. Don and Russ discuss strategies and ideas to deal with the challenges of closing up or migrating ownership of a law practice while still adhering to State Ethical Requirements.
Credits:
AZ - General: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Attorney Professional Conduct: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TN - Dual: 1.0 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 CreditsCourse Agenda:
- What is succession planning?
- Why succession plan?
- Ethical and Moral Responsibilities to Succession Plan
- What are the Risks of NOT Succession Planning?
- Who should succession plan?
- When should I start succession planning?
- Succession planning goals
- The succession planning process
- How do I know my successor will succeed when I?m gone?
Course Presenter(s):
- Russell Jackman, Esq.
- Don McCrea, PhD
The CA Privacy Act: What You Need to Know
Price: $19.99
The California Privacy act was put in place in 2018 but is being enforced now in 2020. Learn about how this law changes your practice and what you can do to prepare your law office and clients to deal with this (and soon to be in many other States) Privacy act, in both a technological & contractual way to avoid pitfalls and clarify with clients how their data will be protected.
Credits:
CA - General: 1.0 Credits, CT - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, NY - General: 1.0 CreditsCourse Agenda:
- How did we get here?
- Greater threats than ever before
- Rule 1.6 Confidential Information of a Client
- (a) A lawyer shall not reveal information protected from disclosure by Business and Professions Code section 6068, subdivision (e)(1) unless the client gives informed consent?
- Rule 1.4 Communication with Clients
- What is the CA Privacy Act
- Who is covered?
- What data is covered?
- What is a Data Broker?
- How do I comply?
- Tech Solutions
- Contractual Solutions
- Why get a specialist?
Course Presenter(s):
- Russell Jackman, Esq.
Trust Account Basics
Price: $19.99
This session will cover the practical aspects of managing Client Trust Accounts in a law firm and what profitability measures lawyers should be reviewing.
- Client Trust Account Protection Program [CTAPP]
- What reports should you have for your trust account?
- How should your trust account be reconciled?
- Common mistakes
Credits:
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, KY - General: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.3 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TN - General: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
1. CTAPP a. Certification Changes i. Self-assessments ii. Who is and Who is not required to complete CTAPP 2. IOLTA- Interest on Lawyers? Trust Accounts a. California?s Rules of professional conduct b. Safekeeping funds and Property of Clients c. Who?s money is it? d. How the money will be used? e. More: i. Fees ii. Comingling iii. Opening and closing iv. Record Keeping 1. Record Keeping FIRM 2. Record Keeping CLIENT f. Even More: i. 5 Most Common MistakesCourse Presenter(s):
- Diane Camacho
Use NDR and Compare Alternatives to Earn Your Clients Informed Consent
Price: $19.99
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 cases.
The approach, Neutral Driven (Non-adversarial) Dispute Resolution provides attorneys with an alternative to litigation, arbitration or mediation for cases in which the amount at stake is less than the potential legal costs (attorney and court fees, time and stress) to resolve it.
Based on his 35+ year career as a successful litigator, Rob uses real world examples to demonstrate the ethical reasons to consider NDR as well as the long-term value of incorporating this approach into your practice.
The program includes background on NDR and how it differs from arbitration and media. Rob then describes NDR and give a hands-on demonstration an assessment you can use to determine value of using NDR for a particular case. It concludes with clear guidelines on when and how you can use Neutral Driven Dispute Resolution for long term wins with your clients.
Rob?s entertaining style, innovative and ethical approach to addressing limited stakes (often called "dog cases") make this a must take session for all client-centric attorneys.
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, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Self Study: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TN - Dual: 1.17 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 CreditsCourse Agenda:
- Why an innovative approach is needed for limited stakes cases
- Growing gap in American Legal System - total cost of litigation
- Assessing the total cost of litigation for your case
- The Neutral Driven Dispute Resolution Process
- How NDR delivers value to client and attorney
- When and how to access NDR to win with your clients
- Common Questions
- Action Plan and Closing
Course Presenter(s):
- Rob Christopher
Water Law: Water Rights, Droughts, and a Flood of Legal Issues
Price: $19.99
This program covers an array of legal, regulatory and policy topics involving California water supplies and related environmental issues, all of which implicate federal, state and local laws and regulations. California often serves as a model utilized by other states for some of these matters, making this discussion helpful for understanding what occurs throughout California and beyond. The program identifies different types of water rights, regulatory overlays from all levels of government and distinctions between surface and groundwater rights and rules. Also discussed is navigating through drought and climate change conditions when water demands may be high but supplies low. The presenter offers ideas looking ahead to avoid or resolve water resource disputes.
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, NC - General: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 CreditsCourse Agenda:
Course Presenter(s):
- Wes Miliband
Water Law: Water Rights, Droughts, and a Flood of Legal Issues Part II
Price: $19.99
After recent years in which records have been set for both rain and lack of precipitation, Environmental and Water Law expert Wes Miliband discusses issues which arise when both drought and climate change create conditions over which populations have little control. To help attorneys proactively recognize and address these issues so as to prevent both legal disputes and damage to people and property in the future, Mr. Miliband raises awareness of how, and where, such disputes may arise. He addresses the basic system of water rights, tribal, military and Federal rights, key cases, how local, state and federal water agencies work and long term creative solutions for an uncertain future, such as ocean winds, desalination and other sustainable techniques.
Credits:
AK - Voluntary: 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, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OH - Self Study: 1.0 Credits, TN - General: 1.05 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Overview and Refresh from Part 1 (October 2021)
- Describe the key drivers behind California?s water system;
- Identify federal, state, and local agencies and their respective roles and responsibilities; and
- Provide an overview of the State?s water rights and water conveyance systems.
- Environmental laws affecting water supply allocation. Recent droughts, storm cycles and other current events impacting water supplies in California
Course Presenter(s):
- Wes Miliband
Weed on the Jobsite: Understanding Virginias Marijuana Legalization
Price: $19.99
This course examines that tapestry of Virginia and Federal laws regarding marijuana and the implications of its use of the jobsite. Thus course first looks at the history of Virginia's drug laws culminating in the decriminalization of small amounts of marijuana. It then looks are Federal laws and how they interact with local Virgina laws. Next, we explore regulations from various federal agencies such as MSHA, OSH and DOT. We then investigate important precedents in case law on this topic. Lastly, we look at best practices that employers should follow.
Credits:
CA - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, NY - General: 1.0 Credits, TN - General: 1.02 CreditsCourse Agenda:
- Virginia's Marijuana Laws
- Federal Law
- MSHA
- OSHA
- DOT
- Case Cites
- Employment Considerations
Course Presenter(s):
- Anne G. Bibeau, Esq