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ABA Professional Responsibility Client-Lawyer Guidelines Part IV
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 - 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 NH - Ethics: 1.0 Credits NJ - Ethics: 1.2 Credits NV - Ethics: 1.0 Credits NY - Ethics: 1.0 Credits OK - Legal Ethics: 1.0 Credits PA - Ethics: 1.0 Credits SC - Ethics: 1.03 Credits UT - 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
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
AK - Ethics: 1.0 Credits AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.2 Credits GA - Ethics: 1.0 Credits IL - Professional Responsibility: 1.0 Credits IN - Ethics: 1.0 Credits KY - Ethics: 1.0 Credits NH - Ethics: 1.0 Credits NJ - Ethics: 1.2 Credits NV - Ethics: 1.0 Credits NY - Ethics: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits OK - Legal Ethics: 1.0 Credits PA - Ethics: 1.0 Credits SC - Ethics: 1.0 Credits TN - Dual: 1.0 Credits TX - Ethics: 1.0 Credits UT - 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.
Attorney Jacob Stein offers an in-depth review of trusts in general, specific types of trusts and when and how each may be appropriate. He defines a "Trust" as a private agreement between two people, and the roles of the settlor, trustee and beneficiaries. He then focuses on
irrevocable trusts and necessary special considerations, use of trusts in advanced
tax planning, defective grantor trusts, asset protection generally, how to best structure
asset protection trusts, self-settled trusts and foreign protection trusts. Both in the general
overview of trusts within our legal system and in the specific considerations necessary to
evaluate different types of trusts, this program provides attorneys with information on trusts
which can be of enormous value, both to themselves and to their clients.
Course Agenda
The Basics
Terminology - Types of Trusts
Focus on Irrevocable Trusts
Requirements for a Valid Trust
Trustee - Selection, Duties, Powers
Possible Benefits of Trusts
Special Considerations
GRATs
Income Tax Planning with DINGs
Structuring Asset Protection Trusts
Self-Settled Trusts
Course Credit per State
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: 1.2 Credits NH - General: 1.0 Credits NJ - General: 1.2 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.
Advances in Technology: Protecting the Truth Details
Price:
$19.99
Course Description
With Deepfake videos the ability to manipulate audio, video and images has created a fundamental trust problem and is a major corporate threat. Soon, we literally might not be able to believe our own eyes or ears when trying to detect and deter corporate fraud, for example disgruntled employees creating fake clips of their supervisor or co-employee to undermine them or get them fired, or changing a voicemail recording of what a person said to support a false claim. Additionally, so called "pump and dump" schemes use a combination of fake audios and videos to quickly spread corporate misinformation to impact high-frequency trading algorithms that rely on digital information to make investment calls. In the courtroom sophisticated AI generated images has raised issues related to legal challenges to digital evidence based on authenticity, with similar problems in e-discovery. Of course, the cultural and political ramifications, and privacy and social media concerns about deepfake videos becomes more evident every day.
Course Agenda
What is Ephemeral Messaging?
How is it used today?
What are the legal, regulatory and ethical issues of using ephemeral technology?
What are some appropriate vs. inappropriate use scenarios?
Debate pros and cons
Best practices
Course Credit per State
AL - On-Demand: 1.0 Credits AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Technology: 1.0 Credits IL - General: 1.0 Credits MO - Self Study: 1.2 Credits NH - Ethics: 1.0 Credits NJ - General: 1.2 Credits NV - Ethics: 1.0 Credits NY - Ethics: 1.0 Credits TX - Ethics: 1.0 Credits UT - Self Study: 1.0 Credits
Course Presenter(s)
Albert Barsocchini
ALBERT BARSOCCHINI, Esq. is an internationally recognized expert and thought leader in discovery, information governance and digital investigations. He is a past chair of the California State Bar's Law Practice Management & Technology Section. Mr. Barsocchini has over ten years of experience as a first-chair trial attorney and is a California State Bar Special Master and Certified E-discovery Specialist. He is currently Director of Strategic Consulting and Client Advisory Service at NightOwl Discovery.
Course Price:
$19.99
Attorneys and Hi-Tech Communication: A Basic Guide
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 FL - Technology: 1.0 Credits IL - General: 1.0 Credits IN - Distance Education: 1.2 Credits KY - General: 1.0 Credits MO - Self Study: 1.0 Credits NJ - General: 1.4 Credits NV - General: 1.0 Credits NY - General: 1.0 Credits OH - Self Study: 1.0 Credits OK - Distance Learning: 1.0 Credits SC - General: 1.13 Credits TX - General: 1.0 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.
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.
Course 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 Credit per State
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: 1.2 Credits NJ - Ethics: 1.2 Credits NY - Ethics: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits PA - Ethics: 1.0 Credits SC - Ethics: 1.13 Credits TX - Ethics: 1.0 Credits UT - Ethics: 1.0 Credits
Course Presenter(s)
Russell Jackman, Esq.
Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.
Course Price:
$19.99
Business and Asset Protection Strategies in the Age of Covid-19
Business and Asset Protection Strategies in the Age of Covid-19 Details
Price:
$19.99
Course Description
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.
Course Agenda
Overview of Asset Protection
Fraudulent Transfers
Business Entities
Trusts in Asset Protection
Protecting Specific Assets
How to plan for a lawsuit
Course Credit per State
AZ - General: 1.5 Credits CA - General: 1.5 Credits CT - General: 1.5 Credits GA - Self Study: 1.5 Credits IL - General: 1.25 Credits IN - Distance Education: 2.1 Credits NJ - General: 1.6 Credits NY - General: 1.5 Credits OH - Self Study: 1.25 Credits OK - Distance Learning: 1.5 Credits SC - General: 1.31 Credits TX - General: 1.25 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.
In an overview of his program, attorney Steven A. Nielsen discusses the new definition of the former required program which focused solely on substance abuse and emotional distress, and why it is more relevant and vital to take a 'big picture' approach which considers the multiple pressures which lawyers face in their practices, from physical and
mental issues which may impair competence, such as depression, age and natural cognitive decline, to substance abuse (including cannabis), alcohol abuse and general health. He discusses mental illness, mental impairment and depression and how they may be recognized, and programs which help eliminate the stigma of mental health in the workplace. He then offers a series of practical recommendations, such as limitation of constant interruptions from email, texts and cell phones, which he call "Interruption Management," and a "buddy system" by which attorneys can informally check on each other's practices, such as compliance deadlines and other projects. He also suggests
ways in which lawyers can focus on activities to help keep a sharp focus, how to embrace physical activities with the caveat "sitting is the new smoking," improved eating habits, and how it may be necessary to sometimes say 'no' to new work in order to deliver top quality legal services and to maintain good mental and physical health.
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
Complex Financial Issues Affecting Marital Standard of Living Analysis
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.
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 NH - General: 1.0 Credits NJ - General: 1.2 Credits NV - General: 1.0 Credits NY - General: 1.0 Credits PA - Distance Learning: 1.0 Credits TX - General: 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.
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.
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.
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 KY - General: 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 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.
This lecture discusses the background and substance of the Digital Millennium Copyright Act, case law surrounding it and what the implications of the DMCA are currently, plus what it might mean for the future of the Internet and Intellectual Property.
Course Agenda
What is the DMCA?
DMCA CASES
DMCA Penalties
Is the DMCA Successful?
Conclusions
Course Credit per State
AK - Voluntary: 1.0 Credits CA - General: 1.0 Credits IL - General: 1.0 Credits MS - General: 1.0 Credits NC - General: 1.0 Credits NJ - General: 1.2 Credits NY - General: 1.0 Credits OH - Self Study: 1.0 Credits OK - Distance Learning: 1.0 Credits SC - General: 1.0 Credits TN - General: 1.0 Credits TX - General: 1.0 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.
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 IN - Distance Education: 1.0 Credits KY - General: 1.0 Credits NH - General: 1.0 Credits NJ - Diversity Inclusion Elimination of Bias: 1.2 Credits NY - Diversity and Inclusion: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits OK - Distance Learning: 1.0 Credits TN - General: 1.02 Credits TX - General: 1.0 Credits
Course Presenter(s)
Steven A Nielsen
Based in Larkspur, California, Steven A. Nielsen is a U.S. registered patent attorney with many years of experience in patent procurement and in achieving favorable results in federal court in the field of intellectual properly litigation. Mr. Nielsen is the past chairperson of the Intellectual Property Section of the Marin County Bar Association. Mr. Nielsen received his J.D. in 1987 from Boalt Hall, University of California at Berkeley and also holds a B.A. in Computer Science.
He may be contacted at steve@nielsenpatents.com, on his website, nielsenpatents.com or via his LinkedIn page.
Course Price:
$19.99
Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act
Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act Details
Price:
$19.99
Course Description
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.
Course Agenda
EOLOA Eligibility Criteria & Procedures
California's End of Life Option Act (EOLOA)
Summary of Eligibility Criteria
Health & Safety Code Sec. 443.2
Key Terms
Qualified Individual
Capacity to Make Medical Decisions
Informed Decision
Terminal Disease
Self-Administer
Summary of Process: Patient Perspective
Health & Safety Code Sections 443.3, 443.5-443.7
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
EOLOA & Cal. Rules of Professional Responsibility
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 Credit per State
AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits IN - Ethics: 1.0 Credits NJ - Ethics: 1.2 Credits NY - Ethics: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits OK - Legal Ethics: 1.0 Credits TX - Ethics: 1.0 Credits
Course Presenter(s)
Ariana Perfecto
Ariana M. Perfecto is an attorney at Lagerlof, LLP in Pasadena, California. She focuses on estate planning and trust administration. Ms. Perfecto earned her Juris Doctor from Pepperdine University School of Law. The California Trusts and Estates Quarterly recently published her article entitled, "The Practitioner's Guide to Preserving the Latino Legacy."
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 CT - General: 2.0 Credits FL - General: 2.0 Credits GA - Self Study: 1.5 Credits IL - General: 1.75 Credits IN - Distance Education: 1.8 Credits KY - General: 1.75 Credits MO - Self Study: 2.1 Credits MS - General: 1.8 Credits NH - General: 1.75 Credits NJ - General: 2.2 Credits NY - General: 2.0 Credits OH - Self Study: 1.75 Credits OK - Distance Learning: 2.0 Credits SC - General: 1.8 Credits TX - General: 2.0 Credits UT - Self Study: 1.5 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
The government crackdown on foreign accounts over the past several years has created uncertainty about taxation and compliance. This program sheds some lights on the topic. It provides an overview of foreign financial accounts, private banking in Switzerland, investments, asset protection, client responsibilities, and FATCA, (the Foreign Account Tax Compliance Act). It presents a thorough discussion of tax reporting and compliance, penalties for non-disclosure, and options available for remedying non-compliance. In addition, the presenters discuss tax preparation for foreign transactions, distinguishing between U.S. and non-U.S. persons for tax purposes, Nexus, disclosure and more.
Course Agenda
Private Banking in Switzerland
Why Switzerland?
Swiss Vital Statistics
What is a Private Bank?
Diversification: Investments, Currency and Jurisdiction
Portfolios
Bank Compliance
Compliance with FBAR Filing Requirements & Government Enforcement of Offshore Compliance
Reporting Requirements Related to Offshore Accounts and Assets
Foreign Bank Account (FBAR) Reporting
FBAR Filing Requirements
Other International Reporting Requirements
Criminal and Civil Penalties ? FBAR Violations
Willful or Non-Willful Penalty?
Maximum Amount of FBAR Willful Penalty
Non-Willful Penalty
Recent Developments in Offshore Tax Enforcement
Undisclosed Foreign Accounts ? What to Do?
Voluntary Disclosure Resolution Framework
Streamlined Filing Compliance Procedures
Delinquent FBAR Procedures and Delinquent International Information Return Submission Procedures
Alternatives for Voluntary Disclosure
Audit and Litigation
Compliance in Cross Border Foreign Direct Investing
US Persons Defined
Reporting Primary Tax Filings
Foreign Tax Credit Form 1118 & 1116
Reporting Foreign Activity
GILTI
Disclosures
Course Credit per State
AL - On-Demand: 1.0 Credits AZ - General: 1.0 Credits CA - General: 1.0 Credits CT - General: 1.0 Credits GA - Self Study: 1.0 Credits IL - General: 1.0 Credits IN - Distance Education: 1.0 Credits NH - General: 1.0 Credits NJ - General: 1.3 Credits NV - General: 1.0 Credits NY - General: 1.0 Credits TX - 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
How to Understand and Properly Value Client Assets
How to Understand and Properly Value Client Assets Details
Price:
$19.99
Course Description
Legal issues arise in many areas when it comes to collectibles, and one of the hottest and most contentious areas involves record collections (from 78s to digital), and related music memorabilia.
Accredited Senior Appraiser and member of the American Society of Appraisers who specializes in this area, Stephen M.H. Braitman has been involved in a myriad of cases which have required his services. In addition to his role as an expert witness in litigation, practice areas in which his expertise has been utilized include Family Law, Estate Planning and Insurance issues, evaluations for credible Fair Market Value, Replacement Value, and Liquidation value appraisals of contested property.
In this program Mr. Braitman reviews the role of the appraiser and the process for certification as an appraiser. Specific issues include: The potential of a music collection, what to look for in "hidden assets" that may be significant, what issues arise between collectors (and?everyone else!) , some contentious records and memorabilia, the need for accurate appraisals and how an undervalued appraisal can affect both the financial and legal outcome of a family or institution, the current market in music records and memorabilia collectibles, the Uniform Standards of Professional Appraisal Practice, credentialing of the appraiser, the appraisal process, issues in divorce, property settlements and estates, how to overcome the lack of value-knowledge of an insurance adjuster, appraised value as leverage or as collateral, satisfying I.R.S. donation requirements, auctions, and an in depth review of specific types of records and music memorabilia and their current and future value.
Course Agenda
If your firm represents libraries, archives, insurance agencies, or executors for estates, or is involved in family law, this program is a unique and valuable resource. Moreover, the cases in which Mr. Braitman has been personally involved, such as the Michael Jackson property at Neverland Ranch, the Elton John record collection, and donations to the Library of Congress and the Rock and Roll Hall of Fame, make this program a fascinating, behind-the-scenes look at a wide variety of legal issues related to music, such as
Insurance Replacement Cost Coverage
IRS Charitable Donations
Equitable Division of Property in an Estate or Divorce
Estate Planning
Expert Witness
IRS Federal Estate Tax
Loss of Value Claims
Opinions of Value
Settlement of Damage
Valuation and Settlement
Course Credit per State
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 ME - Self Study: 1.0 Credits ND - Self Study: 1.0 Credits NJ - General: 1.2 Credits NY - General: 1.0 Credits
This program offers to the legal professional a treasure trove of Information Technology tips, tricks and advice on how to upgrade your law office, legal department or legal assistant practice and get the most out of your (limited) technology budget!
Course Agenda
Is It Time to Upgrade?
Windows 10: Does upgrading make sense?
Windows 10 Upgrade Assistant
What are the costs?
What should I upgrade? What should I keep in place?
Backups
Cloud
Cloud Services
ANTIVIRUS/FIREWALLS
Security Tips
Examples of ?Fake Antivirus? or ?PC tool? ?ransomware?
Case Management Systems
TRENDS AND FADS
Course Credit per State
AZ - General: 1.0 Credits CA - General: 1.0 Credits FL - General: 1.0 Credits IL - General: 1.0 Credits IN - Distance Education: 1.0 Credits NJ - General: 1.3 Credits NY - General: 1.0 Credits OH - Self Study: 1.0 Credits OK - Distance Learning: 1.0 Credits TX - General: 1.0 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.
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
AZ - General: 1.0 Credits CA - Competence Issues: 1.0 Credits IL - Mental Health - Substance Abuse : 1.0 Credits IN - Distance Education: 1.0 Credits KY - General: 1.0 Credits MS - General: 1.1 Credits NJ - Ethics: 1.3 Credits NV - Substance Abuse: 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 SC - Substance Abuse: 1.05 Credits TN - General: 1.05 Credits TX - General: 1.0 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.
Mindfulness and Elimination of Bias for Attorneys Details
Price:
$19.99
Course Description
This course provides takes a look at the concept of Implicit bias and explores its implications in the law profession. It then looks at the practice of mindfulness and how it can be a useful tool to avoid the negative consequences of Implicit Bias. Mr. Smith shares his own experience as a lawyer and how mindfulness was usefulness in overcoming biases in his law practice.
Course Agenda
Defining Implicit Bias
Implicit Bias in the Law Profession
Defining Mindfulness
Brain States and Mindfulness
Mindfulness Practice
Example of Mindfulness working against Racism
Practical Examples of Mindfulness Practice in the context of Law Practice
Course Credit per State
AZ - General: 1.0 Credits CA - Elimination of Bias: 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 NH - General: 1.0 Credits NJ - Diversity Inclusion Elimination of Bias: 1.2 Credits NV - General: 1.0 Credits NY - General: 1.0 Credits SC - General: 1.03 Credits TX - General: 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.
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 AZ - General: 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 NH - General: 2.0 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 TX - General: 1.75 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.
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 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: 1.1 Credits MO - Self Study: 1.3 Credits MT - Self Study: 1.0 Credits NH - General: 1.0 Credits NJ - General: 1.3 Credits NV - General: 1.0 Credits NY - General: 1.0 Credits SC - General: 1.11 Credits TX - General: 1.0 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.
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
AZ - General: 1.0 Credits CA - General: 1.0 Credits GA - Self Study: 1.0 Credits IN - Distance Education: 1.0 Credits KY - General: 1.0 Credits MS - General: 1.1 Credits NC - General: 1.0 Credits NJ - General: 1.3 Credits NY - General: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits OK - Distance Learning: 1.0 Credits TN - General: 1.08 Credits TX - General: 1.0 Credits UT - : 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
Progress in Diversity and Inclusion in the Legal Profession
Progress in Diversity and Inclusion in the Legal Profession Details
Price:
$19.99
Course Description
The 2020 Model Diversity Survey Report, released by the ABA Commission on Racial and Ethnic Diversity in the Profession, is the first ABA report on diversity, equity and inclusion in law firm practice, according to an ABA press release. The survey is based on three years of data. In short, the Report states that while more minorities are getting hired as associates, law firm leadership is mostly white and male because of a diversity ?bottleneck? and higher rates of minority attrition.
In this program, attorney Steven A. Nielsen reflects upon what the Report means in terms of the lack of the progress it describes. The focus of this presentation, however, is to provide a long-range perspective on this important subject and to highlight progress which the profession has made. He offers information on new, innovative programs which have been developed to address the inequities outlined in the ABA report and in society at large, and concrete steps which can help Diversity and Inclusion issues to be successfully addressed in the law office environment. Mr. Neilsen's candid assessment of the data, coupled with a review of how new Diversity and Inclusion programs and educational awareness have helped the profession make progress, makes for an informative and stimulating presentation.
Course Agenda
A Newer CLE Requirement Have we seen progress?
Innovative Ideas in Diversity
The Community Fund for Black Bar Applicants
The AccessLex Center for Legal Education Excellence
What Does The Past Literature Tell Us?
The Past Literature: Pressure for Law School Ranking Hurts Women
The Current Thinking
In Past Studies: Both Law and Medicine have Diversity Problems
What Does the Current Literature Tell Us?
A Summary of the Current Trends
Coca-Cola and Cisco
A Big Picture View
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
What is Bias?
Mechanical Bias
Group Bias
Discriminating
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
AZ - General: 1.0 Credits CA - Elimination of Bias: 1.0 Credits FL - General: 1.0 Credits IL - Diversity and Inclusion: 1.0 Credits NJ - Diversity Inclusion Elimination of Bias: 1.1 Credits NY - Diversity and Inclusion: 1.0 Credits TX - General: 1.0 Credits
Course Presenter(s)
Steven A Nielsen
Based in Larkspur, California, Steven A. Nielsen is a U.S. registered patent attorney with many years of experience in patent procurement and in achieving favorable results in federal court in the field of intellectual properly litigation. Mr. Nielsen is the past chairperson of the Intellectual Property Section of the Marin County Bar Association. Mr. Nielsen received his J.D. in 1987 from Boalt Hall, University of California at Berkeley and also holds a B.A. in Computer Science.
He may be contacted at steve@nielsenpatents.com, on his website, nielsenpatents.com or via his LinkedIn page.
Sexual Harassment, Attorneys and Social Media Details
Price:
$19.99
Course Description
Recent events show that the issue of sexual harassment in all
areas, specifically the legal field, needs to be addressed. This
discussion addresses the costs of sexual harassment, how the growth of
social media can create harmful sexual harassment situations and how
attorneys can utilize social media to help fight it.
Course Agenda
Sexual Harassment: The Numbers
The Costs of Harassment
ABA Rule 8.4 (g)
Social Media makes it easier to harass
Yik Yak: A Social Media Harassment Case Study
What can be done?
Can Social Media Help?
Course Credit per State
AK - Voluntary: 1.0 Credits CA - General: 1.0 Credits CT - General: 1.0 Credits IL - General: 1.0 Credits MS - General: 1.0 Credits NC - General: 1.0 Credits NJ - General: 1.3 Credits NY - General: 1.0 Credits OH - Self Study: 1.0 Credits OK - Legal Ethics: 1.0 Credits TN - General: 1.0 Credits TX - General: 1.0 Credits UT - Self Study: 1.0 Credits VA - 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
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 IN - Distance Education: 1.0 Credits KY - General: 1.0 Credits MO - Self Study: 1.0 Credits MS - General: 1.1 Credits MT - Self Study: 1.0 Credits NH - General: 1.0 Credits NJ - General: 1.3 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.
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