Attention: CLE rules have temporarily changed in several states due to the Coronavirus Pandemic. MCLEZ is monitoring these changes and will provide updates as they occur. Click here for details.

CLE rules have temporarily changed in several states due to the Coronavirus Pandemic. MCLEZ is monitoring these changes and will provide updates as they occur.

Alabama: No rule changes have been made at this time.

Alaska: No rule changes have been made at this time.

Arizona:The Supreme Court of Arizona has issued an Order extending the deadlines for both the completion of mandatory continuing legal education hours and the required affidavit of compliance, solely for the educational year 2019-2020. The deadline for completion of the necessary hours is extended through December 30, 2020; the deadline for submission of the affidavit of compliance is also extended through December 30, 2020.

California: The State Bar of California has issued an order extending the late CLE deadline, which was previously June 30, 2020, to September 30, 2020 for attorneys in Group 3 who have not yet completed their MCLE requirement. Failure to complete the requirement by September 30, and pay any outstanding license fees, will result in being enrolled in Involuntary Inactive status.

Connecticut: No rule changes have been made at this time.

Florida: The Florida Bar issued an order extending CLE reporting deadlines for February, March, April and May 2020 to August 31, 2020. All other annual compliance deadlines remain the same.

Georgia: The Supreme Court of Georgia issued an order temporarily waiving the 6 hour in-person CLE requirement until the late CLE deadline on March 31, 2020. Georgia attorneys can now complete their full 12 hour requirement through self-study, in-house or online seminars.

Illinois: The Illinois Supreme Court has issued an order extending the MCLE deadline by 90 days (to September 30) for attorneys due in 2020 (last name A-M) who are unable to complete their requirement by June 30. To receive this extension, attorneys must log in to the MCLE Board's website and report "Not Yet Completed" by July 31. No reason for the extension is required.

Indiana: The Indiana Supreme Court has waived the credit-hour limitations on distance education courses for attorneys whose three-year Educational Period ends on December 31, 2020. Those credit-hour limitations are amended for all other attorneys whose educational periods expire on or before December 31, 2022 may obtain no more than 24 hours of distance education. https://www.in.gov/judiciary/files/order-other-2020-20S-ms-239.pdf

Kansas:On April 8, 2020, the Kansas Supreme Court issued Administrative Order 2020-RL-033. This order modifies continuing legal education attendance and reporting deadlines, and waives the limitation on prerecorded programming through September 30, 2020

Kentucky: No rule changes have been made at this time.

Maine:The Maine Supreme Judicial Court has issued an order temporarily waiving the in-person CLE requirement. Maine attorneys may complete their entire CLE requirement via On-Demand courses until further notice. In addition, the Board of Overseers of the Bar for the State of Maine has extended the reporting deadline to May 1, 2020 and will not impose any late fees for the 2018-2019 reporting period.

Mississippi: The Supreme Court of Mississippi approved the waiver of the in-person requirement for MCLE so that attorneys may earn all their credits through online programs or live webinars. The Court also extended the deadline to September 30, 2020 with a reporting deadline of October 15, 2020. This waiver and deadline extension also apply to newly licensed attorneys whose new lawyer requirement deadline is July 31, 2020. https://courts.ms.gov/appellatecourts/docket/sendPDF.php?f=700_496517.pdf&c=91465&a=N&s=2

Missouri: No rule changes have been made at this time.

Montana: No rule changes have been made at this time.

Nevada: No rule changes have been made at this time.

New Hampshire:No rule changes have been made at this time.

New Jersey: The Supreme Court of New Jersey issued an order temporarily relaxing the 12-hour live classroom credit requirement. Until further notice from the courts, New Jersey attorneys may fulfill their entire CLE requirement through approved courses offered in alternative verifiable learning formats.

New York: No rule changes have been made at this time.

North Carolina: No rule changes have been made at this time.

North Dakota: Effective immediately and continuing until further notice attorneys in Reporting Group 3, who report in 2020, will be allowed to earn all or a portion of the required 45 credits through self-study. Three (3) ethics CLE hours will still be required. https://www.sband.org/news/496604/Important-News-from-the-ND-CLE-Commission.htm

Ohio: The Ohio Commission on Continuing Legal Education has waived the self-study cap for the 2018-2019 Late Compliance period and extended the deadline to June 29, 2020. Ohio attorneys who still need to finish their CLE requirements from the 2018-2019 compliance period can do so by watching On-Demand programming.

Oklahoma: No rule changes have been made at this time.

Pennsylvania: The April 30, 2020 CLE compliance deadline is extended to August 31, 2020. Click Here to View Court Order

South Carolina: Chief Justice Donald Beatty issued an order on March 17, 2020, allowing lawyers who failed to comply with the 2019-2020 CLE requirements to earn all or any portion of the required 14 hours of CLE credit for the annual reporting year through online or telephonic programs.

Tennessee: On March 27, 2020, the Supreme Court issued an order allowing attorneys to use unlimited online hours to establish their compliance for the 2020 compliance year. Attorneys seeking reinstatement in 2020 are also covered by the order.

Texas: The State Bar of Texas has granted the following automatic extensions for their CLE requirement: (1) A 60 day extension for attorneys with March, April, or May 2020 compliance deadlines; (2) A 60 day extension for missed January or February 2020 compliance deadlines, to prevent the assessment of further fees; (3) A one month extension for attorneys subject to suspension for failure to comply with MCLE requirements in November or December 2019.

Utah: The Supreme Court Board of Continuing Education issued an order suspending all requirements for the in-person CLE requirement until June 30, 2020. Utah attorneys can now complete their required hours through webinars and other self-study courses.

Vermont: No rule changes have been made at this time.

Virginia:The Supreme Court of Virginia issued an order April 14, 2020, extending a number of compliance deadlines that affect Virginia lawyers to ease their professional responsibilities during the COVID-19 emergency. The order extends the MCLE compliance deadline from October 31, 2020 to December 31, 2020.

Washington: No rule changes have been made at this time.

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Kentucky CLE and MCLE Courses

Continuing Legal Education Online Courses with MCLEZ are for Kentucky attorneys who want to make the most of their time and money. For as little as $19.99 per course, easily earn Kentucky technological 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 Kentucky Bundles page under State CLE Bundles.

All courses offered to Kentucky attorneys have been approved for technological CLE credit by the KY Bar Association, CLE Commission. Our sponser ID # is 6641.

Kentucky Bar Association phone # 502- 564-3795

Kentucky CLE Course Catalog

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ABA Professional Responsibility Client-Lawyer Guidelines Part III

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ABA Professional Responsibility Client-Lawyer Guidelines Part III Details


Price:
$19.99

Course Description

This class is the third in a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Rule IV (Transactions with Persons other than Clients) and Rule V (Law Firms and Associations). Among the topics covered: Truthfulness in Statements to Others; Communication with Persons Other Than Clients; Dealing with Unrepresented Persons; Respect for the Rights of Third Persons, and Responsibilities of Partners, Managers and Supervisory Lawyers. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

Course Credit per State


AL - Ethics: 1.1 Credits
AZ - Ethics: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.1 Credits
KS - Ethics: 1.0 Credits
KY - Ethics: 1.0 Credits
ME - Professional Responsibility: 1.0 Credits
MS - Ethics: 1.1 Credits
NC - Professional Responsibility: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.4 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Conduct: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.13 Credits
TN - Dual: 1.13 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part IV

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ABA Professional Responsibility Client-Lawyer Guidelines Part IV Details


Price:
$19.99

Course Description

This class is the fourth in a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Rule VII (Information about Legal Services). Among the topics covered: Communication Concerning a Lawyer's Services, Communications Concerning a Lawyer's Services: Specific Rules, Solicitation of Clients and Political Contributions to Obtain Legal Engagements or Appointments by Judges. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

  • ABA Ethics Guidelines Context
  • Rules Overview
  • Rule 7.1 Communication Concerning a Lawyer's Services
  • Rule 7.2 Communications Concerning a Lawyer's Services: Specific Rules
  • Rule 7.3 Solicitation of Clients
  • Rule 7.6 Political Contributions to Obtain Legal Engagements or Appointments by Judges
  • Conclusion

Course Credit per State


AL - Ethics: 1.0 Credits
AZ - Ethics: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.0 Credits
KS - Ethics: 1.0 Credits
KY - Ethics: 1.0 Credits
MS - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.03 Credits
TN - Dual: 1.03 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part V

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ABA Professional Responsibility Client-Lawyer Guidelines Part V Details


Price:
$19.99

Course Description

This class is part of a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Section VIII (Maintaining the Integrity of the Profession). Among the topics covered: Bar Admission and Disciplinary Matters, Judicial and Legal Officials, Reporting Professional Misconduct, Misconduct and Disciplinary Authority; Choice of Law. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

  • Rules Overview ? Maintaining the Integrity of the Profession
  • Rule 8.1 - Bar Admission and Disciplinary Matters
  • Rule 8.2 - Judicial and Legal Officials
  • Rule 8.3 - Reporting Professional Misconduct
  • Rule 8.4 - Misconduct
  • Rule 8.5 - Disciplinary Authority; Choice of Law
  • Further Reading

Course Credit per State


CA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
KY - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NY - Ethics: 1.0 Credits
PA - Ethics: 1.0 Credits
TX - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.

  Course Price:
$19.99
 
 

Attorneys and Hi-Tech Communication: A Basic Guide

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Attorneys and Hi-Tech Communication: A Basic Guide Details


Price:
$19.99

Course Description

In today's modern workplace, Attorneys need to understand the importance of meeting with clients in a virtual setting. This lecture discusses the ethical and practical reasons to go virtual with meetings and how to accomplish that task, plus tips and troubleshooting ideas for making those online meetings happen as successfully as possible.

Course Agenda

  • We all know about the internet but?
  • Why is it important?
  • ABA MODEL RULE 1.4
  • Sensitivity to meeting in person
  • Advantages/Necessities to online meeting
  • What are the options?
  • Facebook
  • Skype
  • Zoom
  • Citrix/VPN Apps
  • Troubleshooting
  • Things to consider

Course Credit per State


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
KY - General: 1.0 Credits
NY - General: 1.0 Credits
TN - General: 1.13 Credits
TX - General: 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
 
 

Attorneys and the Cloud

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Attorneys and the Cloud Details


Price:
$19.99

Course Description

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.

Course Agenda

What is the "cloud"?
  • Who runs it?
  • Where is it?
  • Will it go away?
  • Where is all my information?
  • Is it worth using?
Cloud Benefits
  • File Sharing
  • File centralization
  • "Virtual machines"
  • Log into system
  • "Zero Maintenance"
  • "always on"
  • No longer have to go to the office
Ethics behind Cloud Computing
  • 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.
  • ABA Model Rule 1.6(c), "make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client."
  • ALL States that offer opinions on Cloud Computing= allowed with "reasonable care"
  • CA OPINION NO. 2010-179
  • "Evaluate the nature of the technology, available security precautions, and limitations on third-party access."
  • "Consult an expert if lawyer's technology expertise is lacking."
  • "Weigh the sensitivity of the data, the impact of disclosure on the client, the urgency of the situation, and the client's instructions."
Cloud Concerns
  • Security
  • Control
  • What happens if you don't pay on time?
  • If you decide to cancel, will all the data be permanently deleted?
  • Trust of vendor
  • Reliability of Internet connection & speed
Cloud Tasks for Attorneys
  • Centralized case/matter management
  • Document management
  • Time and billing
  • A hosted Quickbooks or Time Matters system often works better than trying to locally network it between workstations
  • Scheduling/reporting
  • Contact management
  • Conflict checking
Cloud Considerations
  • What law governs (yours or where the server is?)
  • How would you be notified if there was a security concern?
  • You own all the data uploaded, right?
  • What's the vendor's reputation in the community overall?
  • Will my data be encrypted? What type?
  • Duty to Supervise
  • Duty to Communicate with Client
Managing Cloud Risks
  • Internal Due Diligence
  • External Due Diligence; Contracts
  • Continuous Access to Data
  • Security, Security Breaches
  • Termination
  • Implementation
  • TRAINING
  • NEW HIRES
  • DOCUMENTED INSTRUCTIONS ON RETRIEVING/STORING DATA!
Cloud Computing Services
  • Dropbox/Box.net for Business
  • OneDrive Professional
  • Google Apps for Business (attorneys)
  • Hosted App Servers (almost any ISP; hostgator, godaddy, amazon, etc.)
  • Mozy & Carbonite backup services
  • Remote access: Logmein, GoToMyPc, Teamviewer, Join.me
  • Encrypted Email Servers: DiaLawg, Rpost,ZixCorp, Barracuda

Course Credit per State


AZ - Ethics: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
KY - Ethics: 1.0 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
PA - 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
 
 

COVID-19 Legal Implications and Considerations for Businesses

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COVID-19 Legal Implications and Considerations for Businesses Details


Price:
$19.99

Course Description

Course Agenda

Course Credit per State


KY - General: 1.5 Credits

Course Presenter(s)

  Course Price:
$19.99
 
 

Demystifying Cyber Security

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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
IL - General: 1.0 Credits
KY - General: 1.0 Credits
NH - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
TX - General: 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
 
 

Diversity and Inclusion in the Legal Profession

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Diversity and Inclusion in the Legal Profession Details


Price:
$19.99

Course Description

Attorney Steve Nielsen provides a candid assessment of where the legal profession stands in terms of diversity and inclusion, and reviews what ideas and programs have worked, and some which have not. He walks through and discusses key, topical articles and reviews the current statistical data on diversity and whether or not progress has been achieved. He suggests positive ways in which diversity and inclusion can properly and constructively be discussed in the law office and notes the important role of leadership in discussing diversity and inclusion in the office. Mr. Nielsen offers recommendations on how to effectively enhance inclusion efforts, such as mentoring and networking to help new attorneys, and includes some tips on what policies or strategies may be counter-productive He adds a list of the numerous categories of diversity which exist and which deserve attention to help create a better environment for legal professionals.

Course Agenda

  • What does the current literature tell us?
  • A Newer CLE Requirement
  • Pressure for Law School Ranking Hurts Women
  • Both Law and Medicine have Diversity Problems
  • National Association of Women Lawyers (NAWL):
  • The national Association for Law Placement (NALP) www.nalp.org
  • A slow and discouraging trend..
  • From 'Why You Should Insist on Diversity in Your Law Practice": BY SUZIE SCANLON RABINOWITZ, JANUARY 23, 2020
  • New Reports Are Not Encouraging
  • Is Mental Health a Point of Diversity?
  • 'Belongingness'
  • THE DO'S OF DISCUSSING DIVERSITY
  • THE DON'TS OF DISCUSSING DIVERSITY
  • Covering the Bases of D and I
  • New York - Has a Diversity and Inclusion Office (D&I)
  • A Broader Definition of Diversity
  • Illinois
  • Mentoring and Networking Seem to be an Answer
  • Diversity and Inclusion
  • Is our definition of 'reaching the top' to be reconsidered?
  • Is running a solo or small firm considered success?
  • Bias - A Proposed Big Picture View
  • A Proposed Big Picture Approach
  • What is Bias?
  • Mechanical Bias
  • Group Bias
  • What is Discrimination?
  • Discriminating
  • Discriminating Tastes
  • Do we learn hate?
  • How did we evolve?
  • Advantages of being in a group
  • Group Study Data
  • The Robber's Cave Experiment
  • Is Group Theory Supported by Current Events?
  • Groups or Traits to consider in the reduction of bias in the legal profession
  • The protected classes are just a start
  • Perhaps broad definitions of 'diversity' are helpful in defining the scope of our anti-bias efforts
  • Still allowed to judge or discern, but judge with knowledge of the individual
  • How do we reduce bias?
  • How do we make everyone feel equal?
  • The Judge and the Fishing Story
  • The Skilled Mediator Example
  • Bias in Action
  • Can we learn to withhold judgment?
  • Question Everything

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - Elimination of Bias: 1.0 Credits
CT - General: 1.0 Credits
FL - Ethics: 1.0 Credits
IL - Diversity and Inclusion: 1.0 Credits
KY - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - Ethics: 1.2 Credits
NY - Diversity and Inclusion: 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
 
 

FOIA - Freedom of Information Act

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FOIA - Freedom of Information Act Details


Price:
$19.99

Course Description

The crux of the Freedom of Information Act (5 U.S.C. Sec. 552) is to make Federal agencies accountable for information disclosure policies and practices. While the Act does not grant an absolute right to examine government documents, it does establish the right to request records and to receive a response to the request. If a record cannot be released, the requester is entitled to be formally advised of the reason for the denial. The requester also has a right to appeal the denial and, if necessary, to challenge it in court. Consequently, access to information of the Federal Government can no longer be controlled by arbitrary or unreviewable actions of a hidden bureaucracy. This program introduces attorneys to FOIA and (includes a discussion of FOIA and Environmental Law)

Course Agenda

  • Historical Overview of the Freedom of Information Act (5 U.S.C. Sec. 552)
  • How to make information requests
  • What types of records can be obtained using FOIA
  • FOIA Fee Waivers
  • Time frames for the government to respond to a request for public records
  • Exemptions from disclosure
  • Request Strategies
  • Department of Justice and State and Government Websites
  • How FOIA can best be used to serve the interests of clients, the public and our democracy.

    Course Credit per State


    AZ - General: 2.0 Credits
    CA - General: 1.75 Credits
    FL - General: 2.0 Credits
    IL - General: 1.75 Credits
    KY - General: 1.75 Credits
    NH - General: 1.75 Credits
    NJ - General: 2.2 Credits
    NY - General: 1.75 Credits
    TX - General: 2.0 Credits
    VA - 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:
$19.99
 
 

Lawyers & The Opioid Crisis

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Lawyers & The Opioid Crisis Details


Price:
$19.99

Course Description

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.

Course 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 Credit per State


CA - General: 1.0 Credits
KY - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 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
 
 

Online Civility and Attorneys

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Online Civility and Attorneys Details


Price:
$19.99

Course Description

This course talks about the growing need for civility training and awareness regarding maintaining civility, especially with today's modern online environment. Special attention is paid to the 2Civility program by Illinois and real life examples of civility experiences with an interview of a mediation attorney, Joann Babiak.

Course Agenda

  • Lawyers Image
  • Lack of Civility = National Problem
  • How Prevalent is it?
  • Illinois Example of Civility in Practice
  • California Attorney Guidelines of Civility and Professionalism
  • Civility in the Practice of Law
  • Ways to Maintain Civility
  • Advice from Joann Babiak, mediator
  • SECTION 17 PRIVACY
  • Why is online civility different?
  • The Negative Results of Online Harassment
  • Advice
  • ATTORNEY?S PLEDGE

Course Credit per State


KY - General: 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
 
 

Sophisticated Planning for High Net Worth Individuals

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Sophisticated Planning for High Net Worth Individuals Details


Price:
$19.99

Course Description

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.

Course 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 Credit per State


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
KY - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 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
 
 

Whistle-Blower Claims: Avoiding the Courthouse

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Whistle-Blower Claims: Avoiding the Courthouse Details


Price:
$19.99

Course Description

During this presentation, Fisher Phillips Partner, Jason Geller will discuss, what constitutes retaliation, protecting and defending your company against such claims, whistle-blower protection vs. retaliation claims and creating policies and procedures to minimize problems, claims and lawsuits.

Course Agenda

  • The rise in whistleblowing and retaliation lawsuits
  • Important laws protecting employees against retaliation for whistleblowing
  • Enforcement by governmental agencies
  • What is ?protected activity? and how to spot it
  • Effective responses to whistleblowing and ?protected activity?
  • Why So Much Whistleblowing?
  • Publicity: Federal and State whistleblowing claims are in the press
  • Creates liability where none existed!
  • The Legal Landscape: What We Need to Know - ?Protected Activity?
  • Wrongful Discharge in Violation of ?Public Policy?
  • Federal False Claims Act
  • National Labor Relations Act
  • State laws protecting whistleblowers
  • The ?adverse actions? that can cause problems:
  • The Legal Landscape: What We Need to Know ? ?Adverse Action?
  • Look Out! Government Agencies Are Involved
  • EEOC, OSHA, NLRB, SEC State agencies
  • SEC Whistleblowing Program
  • SEC/NLRB enforcement:
  • Defend Trade Secrets Act
  • Social media policies
  • Recent wage/hour complaint?
  • The Best Response: Solid Policies and Practices
  • Employer complaint procedures
  • The Best Response: Solid Policies and Practices
  • Employer?s investigation protocol
  • Employer?s response to protected activity
  • Conduct objective and thorough investigation required by the circumstances
  • Carefully evaluate risks of subsequent discipline to employee
  • The Best Response: Spot Retaliation ?Red-Flags? And Shut Them Down!
  • Stricter supervision
  • New performance issues
  • Higher standards or expectations
  • Supervisor complaints to others
  • Coworkers shun, tease, threaten
  • Knock, Knock: The Government Is at Your Door on A Whistleblowing Complaint
  • Gatekeeping when the auditor arrives
  • Final Questions

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
KY - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
TN - General: 1.1 Credits
VA - General: 1.0 Credits

Course Presenter(s)

Jason A. Geller

Jason A. Geller is the Managing Partner of Fisher & Phillips' San Francisco office. Fisher & Phillips is one of the largest U.S. law firms representing management exclusively in the areas of labor, employment, civil rights, employee benefits, and immigration law. The firm has 31 offices with 300 attorneys.

Jason represents employers in all facets of employment law matters. He has considerable experience defending employers in litigation involving claims under the Family and Medical Leave Act (FMLA), the California Family Rights Act (CFRA), the Age Discrimination in Employment Act (ADEA), the California Fair Employment and Housing Act (FEHA) and California wage and hour laws. Jason has also defended employers against whistleblowing and retaliation claims, including claims under the California Whistleblower Act, the False Claims Act and various provisions of The California Labor Code.

Jason has extensive experience defending employers in Federal and State courts, as well as in investigations by the Equal Employment Opportunity Commission (EEOC), the DFEH, United States Department of Labor (DOL) and the National Labor Relations Board (NLRB).

In addition to defending his clients in litigation, Jason frequently counsels employers to assist them in avoiding litigation. He regularly advises clients on leave management issues and the interactive process for employees with disabilities, reinstatement obligations under various leave laws and wage and hour compliance. Jason has prepared employee handbooks and a variety of agreements, including independent contractor, employment, confidentiality and trade secrets agreements.

His clients are involved in a variety of industries, including assisted living, independent living facilities, construction, manufacturing, engineering, architecture, professional services, agriculture, technology, retail and restaurant industries.

Jason was included in Northern California Super Lawyers in 2015.

Professional Activities
  • Board Member, Northern California Human Resources Association - East Bay Chapter
  • Member, Marin Human Resources Forum (1995-2000)
  • Member, Labor and Employment Section of the San Francisco Bar Association
  • Board Member & Legislative Co-chair, Employers' Advisory Council of the California Employment Development Department
  • Member, Labor and Employment Section of the State Bar of California
  • Member, Advisory Committee on Employment Law Jury Instructions of the Labor and Employment Section of the State Bar of California
  Course Price:
$19.99
 


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