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Montana CLE and MCLE Courses

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

MCLEZ provides online continuing legal education courses that are applicable toward the Montana MCLE requirement based on the reciprocity rule of the Montana Board of CLE. For more information about this rule, please visit the Montana Board of CLE Website, or call (406) 442-7660.

Montana CLE Course Catalog

 

Complex Financial Issues Affecting Marital Standard of Living Analysis

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Complex Financial Issues Affecting Marital Standard of Living Analysis Details


Price:
$19.99

Course Description

Certified Divorce Financial Analyst Karen Sparks discusses the myriad of financial issues which are involved in defining the Marital Standard of Living (MSOL) in both Community Property and Equitable Distribution states. She defines Marital Asset Distribution in the general sense including the two main general approaches, with examples of statutory guidelines. Her overview of Marital Standard of Living, (or the lifestyle enjoyed by the parties during the marriage), defines in detail the terms and the factors which go into the calculations and the process of navigating complex financial issues, such as investment assets, real estate and deferred compensation and how these factors are also involved in the calculation of spousal support.

Course Agenda

Course Credit per State


AZ - General: 1.5 Credits
CA - General: 1.25 Credits
CT - General: 1.5 Credits
FL - General: 1.5 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.25 Credits
MT - Self Study: 1.0 Credits
NJ - General: 1.5 Credits
NV - General: 1.0 Credits
NY - General: 1.5 Credits
PA - Distance Learning: 1.5 Credits

Course Presenter(s)

  Course Price:
$19.99
 
 

Consumer Collections

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Consumer Collections Details


Price:
$19.99

Course Description

This course provides a general overview of the use of attorneys to collect on consumer debt using the judicial system and also dives into some subtleties that practicing consumer collection attorneys will encounter. Topics covered include the difference between specializations in Consumer Collections, FDCPA and bankruptcy areas of law; general consumer collections principles; situations where the debtor wants to settle; seeking a default clerk?s judgment, discovery, trial preparation and efforts in enforcement of the judgement.

Course Agenda

  • What is consumer collections?
  • Consumer Collections General Principles
  • Situations Where the Debtor Wants to Settle
  • Seeking a Default Clerk?s Judgment
  • Discovery
  • Trial Preparation
  • Efforts in Enforcement of the Judgment

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits

Course Presenter(s)

Lawrence M. Smith
Lawrence M Smith, Esq. received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Smith is currently working in private practice and resides in Sacramento, California and specializes in Consumer Collections and has over 25 years of experience in this field.
  Course Price:
$19.99
 
 

Cryptocurrency - New Age Money or Scam

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Cryptocurrency - New Age Money or Scam Details


Price:
$19.99

Course Description

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.

Course 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 Credit per State


AK - Voluntary: 1.0 Credits
AZ - General: 1.0 Credits
CA - 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
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.06 Credits
TN - General: 1.07 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Demystifying Computers for Attorneys

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Demystifying Computers for Attorneys Details


Price:
$19.99

Course Description

This basic lecture helps attorneys understand the components and roles of the different types of technology available or present in the law office, what to look for as far as stats and performance is concern

Course Agenda

  • ABA Rule 1.1: Competence
  • What IS a computer?
  • What are computers made of?
  • What are peripherals?
  • Storage
  • OPERATING SYSTEMS
  • Printers & Scanners & OCR
  • Internet Types + Security
  • How to get the most out of your computer
  • Online Meetings
  • Document Formation
  • Other Internet uses

Course Credit per State


AK - Voluntary: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - General: 1.0 Credits
TN - General: 1.1 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

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
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NY - 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
 
 

FOIA: Freedom of Information Act - 2021 Update

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FOIA: Freedom of Information Act - 2021 Update Details


Price:
$29.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 2.0 Credits
CA - General: 2.0 Credits
GA - Self Study: 2.0 Credits
IL - General: 2.0 Credits
MT - Self Study: 2.0 Credits
NJ - General: 2.5 Credits
NY - General: 2.0 Credits
OK - Distance Learning: 2.0 Credits
PA - Distance Learning: 2.0 Credits
TN - General: 2.05 Credits
TX - General: 2.0 Credits

Course Presenter(s)

Pete Sorenson

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

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

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

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

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

Gambling as an Addiction - Not Worth the Gamble

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Gambling as an Addiction - Not Worth the Gamble Details


Price:
$19.99

Course Description

Gambling has become more present and easier to do in recent years, with many new forms of gambling existing and new ones coming on the horizon. Attorneys or their friends or family who may fall victim to the addiction of gambling may be unsure of the signs or what to do to deal with the problem. This lecture talks about how attorneys can identify the professional threats to their practice that could come from a gambling addiction, the laws regarding online gambling and what resources there are available to attorneys to help alleviate the problem.

Course Agenda

  • Gambling
  • Gambling As An Addiction
  • What Makes Online Gambling More Dangerous?
  • Is the Site I am using legal?
  • CASES
  • Solutions?

Course Credit per State


AZ - General: 1.5 Credits
CA - Ethics: 1.0 Credits
FL - General: 1.5 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
MS - General: 1.2 Credits
MT - Self Study: 1.0 Credits
NJ - General: 1.4 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.25 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Google LLC v. Oracle America Inc.

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Google LLC v. Oracle America Inc. Details


Price:
$29.99

Course Description

One of the most important copyright and fair use cases of our time has been Google LLC v. Oracle America, Inc. This case has worked its way through many levels of courts while examining two key concepts: Are Application Programming Interfaces copyrightable and if they are, is copying them fair use? This course looks at these two concepts in detail and provides arguments from Oracle's and Google's advocates on both key topics.

Course Agenda

  • Background and Technical Context
  • Two important issues
  • Arguments that APIs are copyrightable
  • Arguments that APIs are not copyrightable
  • Fair Use Doctrine
  • Arguments that Android using the API was fair use
  • Arguments that Android using the API was not fair use

Course Credit per State


AZ - General: 2.0 Credits
CA - General: 1.5 Credits
CT - General: 2.0 Credits
FL - General: 2.0 Credits
GA - Self Study: 1.5 Credits
IL - General: 1.5 Credits
MT - Self Study: 1.75 Credits
NH - General: 1.75 Credits
NJ - General: 2.1 Credits
NY - General: 2.0 Credits
PA - Distance Learning: 1.5 Credits
TX - General: 1.75 Credits
VA - General: 1.5 Credits

Course Presenter(s)

Michael Carroll
Michael W. Carroll is a Professor of Law and Director of the Program on Information Justice and Intellectual Property at American University's Washington College of Law.[1][2] Carroll is one of the founding Board Members of Creative Commons, a not-for-profit organization devoted to expanding the range of creative work available for others to legally build upon and share.[1] He also is a member of the Board of Directors of the Public Library of Science PLOS and served on the National Academy of Sciences' Board on Research Data and Information from 2008 to 2013.
  Course Price:
$29.99
 
 

Music Copyright: the 2x6 Workshop

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Music Copyright: the 2x6 Workshop Details


Price:
$29.99

Course Description

San Francisco Bay Area based Entertainment Law attorney Mark A. Pearson of ARC Law Group discusses the fundamentals of copyright in the music industry, focusing on the foundation of "two copyrights and six royalty streams." Mark breaks down how to protect written and recorded music and provides insights into how each is monetized. Topics include an overview of U.S. Copyright Law, protection of copyright rights, how to effectively work with producers/songwriters, performing rights societies, and licensing. He also discusses streaming royalties and changes under the Music Modernization Act. This program is designed to help attorneys who may already represent artists and other industry professionals, or who may have the opportunity to do so, understand the basics of music copyright and the implications of new content-delivery technologies.

Course Agenda

  • Two Music Copyrights
  • Six Revenue Streams
  • Composition
  • Sound Recording
  • Copyright Duration
  • Copyright Registration
  • Music Copyright - 2x6
  • Music Streaming

Course Credit per State


AK - Voluntary: 2.0 Credits
CA - General: 1.5 Credits
CT - General: 1.5 Credits
FL - General: 2.0 Credits
GA - Self Study: 1.5 Credits
IL - General: 1.5 Credits
IN - Distance Education: 1.7 Credits
ME - Self Study: 1.66 Credits
MO - Self Study: 2.0 Credits
MT - Self Study: 1.5 Credits
NJ - General: 2.0 Credits
NV - General: 1.5 Credits
NY - General: 2.0 Credits
PA - Distance Learning: 1.5 Credits
SC - General: 1.68 Credits

Course Presenter(s)

Mark A. Pearson
Mark A. Pearson is the principal counsel at ARC Law Group, a law firm focused on advising Creative, Talented and Entrepreneurial clients in the areas of business, entertainment, sports and technology law. Following his career as an award-winning television producer, Mark spent the past decade advising some of the hardest working acts in the music biz, including international touring artists Con Brio, Front Country and DJ Mark Farina, as well as, up and coming acts such as Barrio Manouche and Ellise. In addition to his work in the music industry, Mark served as production counsel for Academy Award nominee, Borrowed Time and was recently awarded the Governor's Citation Medallion for his service to the National Academy of Television Arts & Sciences (Emmy® Award). Based in the San Francisco Bay Area, but with clients in Los Angeles, Chicago, New York and Nashville, Mark also advises leading entertainment-technology disruptors like TuneGo, Caffeine and Fandor.
  Course Price:
$29.99
 
 

NLRB-Labor Law Update

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NLRB-Labor Law Update Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

Thomas A. Lenz
Experience

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

Education

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

Memberships

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

Awards and Recognitions

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

  Course Price:
$19.99
 
 

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
IN - Distance Education: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.08 Credits
TX - General: 1.0 Credits
UT - Self Study: 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
 
 

Technology and Bias - Spreading it and Stopping it

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Technology and Bias - Spreading it and Stopping it Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

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


AK - Voluntary: 1.0 Credits
AZ - General: 1.0 Credits
CA - 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
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
UT - Self Study: 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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