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Ohio CLE and MCLE Courses

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

MCLEZ On-demand programs have been approved for credit in Ohio qualify as self-study credit. Per Rule X, Regulation 409, Ohio attorneys may earn up to twelve credits during any reporting period via self-study.

Supreme Court Commission on Continuing Legal Education phone # (614)387-9320

Ohio CLE Course Catalog

 

Aliant Law - Economic Crime Conference

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Aliant Law - Economic Crime Conference Details


Price:
$29.99

Course Description

This program features an expert panel of attorneys from across the world who discuss global trends in sanctions and Asset Recovery, particularly in relation to the Ukraine-Russia war. This second Aliant Law International Economic Crime Conference provides valuable information for attorneys who represent U.S. businesses impacted by sanctions on Russia, both here and globally. Attorneys from the UK, Italy, India, and France identify which countries have, or have not been affected, in various sectors, such as the financial sector, shipping, aviation and energy. Remedies or compliance measures, such as asset-recovery (seizure of ships/aviation), anti-money laundering statutes in numerous countries. and whistle-blower remedies are examined. The panelists also discuss immigration and human rights issues and specific remedies implemented (or not) in many countries. This program is of great value for lawyers who value the expertise of colleagues from other countries and how they asses the relative impacts of this conflict on the global legal landscape for businesses and other clients across the globe and in the U.S., and recommendations they have on how to best provide protective legal measures for their clients.

Course Agenda

Russian Sanctions
  • The Present
  • Current Magnitude
  • Effect on Biz Sector
  • Energy Impacts
  • Energy Sector
  • Financial Sector
  • Export Controls
  • Aviation
  • Block, Freeze, Seize
  • How to Respond
Sanctions and Precautionary Measures Within 231 Compliance Programs in Italy
  • L.D. n. 231/2001
  • Sanctions
  • Precautionary Measures
  • Warning
  • Conclusion
The new scheme for extradition with EU member states
  • Statutory Details
  • 2 Categories of Requesting States
  • Extradition Process for Category 1 Territories
  • Category 2 Territories
  • Category 2 Territories - Type B
  • Extradition Process for Category 2 Territories
  • Extradition Hearing
  • Secretary of State's Decision
  • Bars to Extradition
  • The Transitional Period
  • No Supervisory Jurisdiction by CJEU
  • End of Dual Criminality Assumptions?
  • Extradition of Nationals
  • ECHR
Economic Crime Transparency and Enforcement Act 2002
  • Key Provisions
  • Registration of Overseas Entities
  • What Steps Does and Overseas Entity Need to Take?
  • What is a Registrable Beneficial Owner?
  • Requirements
  • Civil Asset Recovery - Unexplained Wealth Orders
  • Key Changes to the UWO
  • Unlawful Conduct

Course Credit per State


AZ - General: 2.0 Credits
CA - General: 2.0 Credits
CT - General: 2.0 Credits
FL - General: 2.5 Credits
IL - General: 2.0 Credits
IN - Distance Education: 2.0 Credits
KY - General: 2.0 Credits
NC - General: 2.0 Credits
ND - Self Study: 2.0 Credits
NH - General: 2.0 Credits
NJ - General: 2.4 Credits
NV - General: 2.0 Credits
NY - General: 2.5 Credits
OH - Self Study: 2.0 Credits
PA - Distance Learning: 2.0 Credits
TN - General: 2.0 Credits
TX - General: 2.0 Credits
UT - Self Study: 2.0 Credits
VA - General: 2.0 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:
$29.99
 
 

Attorneys and Hi-Tech Communication: A Basic Guide

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Attorneys and Hi-Tech Communication: A Basic Guide Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
MO - Self Study: 1.0 Credits
ND - Self Study: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - General: 1.13 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Attorneys and the Cloud - Update

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Attorneys and the Cloud - Update Details


Price:
$19.99

Course Description

What is "The Cloud"?

Who runs it? Where is it? Will it go away? Where is all my information? Is it worth using? These questions and more are discussed in this program which helps attorneys learn about this major development in law technology and also meet ethical obligations to remain knowledgeable in this area, as stated by the ABA.

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
FL - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.13 Credits
TX - 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

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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
FL - General: 1.5 Credits
IL - General: 1.25 Credits
IN - Distance Education: 2.1 Credits
NY - General: 1.5 Credits
OH - Self Study: 1.25 Credits
SC - General: 1.31 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
 
 

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
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
KY - General: 1.0 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - General: 1.06 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
 
 

Digital Millennium Copyright Act

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Digital Millennium Copyright Act Details


Price:
$19.99

Course Description

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
      AZ - General: 1.0 Credits
      CA - General: 1.0 Credits
      CT - General: 1.0 Credits
      FL - General: 1.0 Credits
      IL - General: 1.0 Credits
      NY - General: 1.0 Credits
      OH - Self Study: 1.0 Credits
      OK - Distance Learning: 1.0 Credits
      SC - General: 1.0 Credits

      Course Presenter(s)

      Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Diversity and Inclusion in the Legal Profession

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Diversity and Inclusion in the Legal Profession Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


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
NV - Ethics: 1.0 Credits
NY - Diversity and Inclusion: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Ethics: 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 Considerations During Mediation and Arbitration

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Ethical Considerations During Mediation and Arbitration Details


Price:
$19.99

Course Description

In this course we will look at the ethical considerations that should be followed during the mediation and arbitration processes. First, we will review both mediation and arbitration at a high level and investigate what roles they play in the alternative dispute resolution process. We will then look at the ethical frameworks that have been developed by the American Bar Association for mediation and arbitration. We will finish the course by exploring real world scenarios of these principles in action by investigating specific cases where these issues arose.

Course Agenda

  • Introduction
  • Mediation Overview
  • Arbitration Overview
  • ABA Rules of Professional Responsibility
  • ABA Model Standards of Conduct for Mediators
  • ABA Arbitration Code of Ethics
  • Case Law

Course Credit per State


CA - Ethics: 1.5 Credits
CT - Ethics: 1.5 Credits
FL - Ethics: 1.5 Credits
IN - Ethics: 1.4 Credits
KY - Ethics: 1.5 Credits
ND - Ethics: 1.0 Credits
NH - Ethics: 1.25 Credits
NJ - Ethics: 1.6 Credits
NY - Ethics: 1.5 Credits
OH - Attorney Professional Conduct: 1.25 Credits
TN - Dual: 1.37 Credits
TX - Ethics: 1.5 Credits
UT - Ethics: 1.5 Credits
VA - Ethics: 1.5 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
 
 

Ethical Considerations when Screening and Selecting New Clients

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Ethical Considerations when Screening and Selecting New Clients Details


Price:
$19.99

Course Description

One of the most important yet overlooked issues in practicing law are the ethical considerations when screening and selecting new clients. If you work in a large law firm with a dedicated research department or work for a small law firm, it is important to understand the rules and nuances of new client ethics. In this course we look at what the ethical framework is that underlies these principles. We first look at conflicts of interests. Next, we examine meritorious claims and contentions. We then look at the various issues involved into going into business with or investing in a client. We examine the related concepts of competence and capacity and then lastly review the importance of not overselling a case with a potential client.

Course Agenda

  • Overview
  • Ethical Framework
  • Conflict of Interests
  • Meritorious Claims & Contentions
  • Going into Business With a Client
  • Competence
  • Capacity
  • Do Not ?Oversell? a Case

Course Credit per State


AZ - Professional Responsibility: 1.25 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Ethics: 1.0 Credits
GA - Ethics: 1.5 Credits
IL - Professional Responsibility: 1.25 Credits
IN - Ethics: 1.2 Credits
NC - Professional Responsibility: 1.0 Credits
NH - Ethics: 1.25 Credits
NJ - Ethics: 1.5 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.25 Credits
PA - Ethics: 1.0 Credits
TN - Dual: 1.23 Credits
TX - Ethics: 1.25 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
 
 

Ethical Issues - Pro Bono Representation

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Ethical Issues - Pro Bono Representation Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Ethical Issues During the Discovery Process

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Ethical Issues During the Discovery Process Details


Price:
$19.99

Course Description

In this course we will look at the ethics of the discovery process as it pertains to Interrogatories and Document Production. First we will review what the discovery process entails and how it fits into the overall litigation picture. We will next look at the relationship between the courts and the discovery process. Next, we will look at the ABA rules and Federal Rules of Civil Procedure which are the sources of rules regarding the discovery process. We will then look in detail at various cited cases that resolved around these discovery process rules. Lastly we will look at a taxonomy of discovery abusers and investigate some practical considerations for litigators.

Course Agenda

  • What is the discovery process?
  • The Courts and Discovery
  • ABA Rules of Professional Responsibility
  • Federal Rules of Civil Procedure
  • Case Law
  • Taxonomy of Discovery Abusers
  • Practical Considerations

Course Credit per State


AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Ethics: 1.0 Credits
IN - Ethics: 1.2 Credits
ND - Ethics: 1.0 Credits
NJ - Ethics: 1.4 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
TN - Dual: 1.17 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

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

  Course Price:
$19.99
 
 

Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act

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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
FL - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.0 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."
  Course Price:
$19.99
 
 

Ethical Issues When Taking or Defending Depositions

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Ethical Issues When Taking or Defending Depositions Details


Price:
$19.99

Course Description

In this course we will look at the ethics of the taking and defending depositions. First, we will review what the deposition process entails and how it fits into the overall litigation picture. We will next look at common unethical behaviors during depositions and investigate the breadth of the problem. Next, we will look at the ABA rules which are the sources of rules regarding the discovery process. We will then look in detail at various cited cases that illustrate unethical behavior during depositions. Lastly, we will look some practical considerations for litigators in dealing with ethical abusers during depositions and also ways to look at our own behavior.

Course Agenda

  • Depositions Overview
  • Unethical Behavior During Depositions
  • ABA Rules of Professional Conduct
  • Case Law
  • Practical Considerations

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: 1.1 Credits
ND - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.3 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
TN - Dual: 1.07 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

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

  Course Price:
$19.99
 
 

FOIA - Freedom of Information Act

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FOIA - Freedom of Information Act Details


Price:
$19.99

Course Description

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

Course Agenda

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

    Course Credit per State


    AZ - General: 2.0 Credits
    CA - General: 1.75 Credits
    CT - General: 2.0 Credits
    FL - General: 2.0 Credits
    IL - General: 1.75 Credits
    IN - Distance Education: 1.8 Credits
    MO - Self Study: 2.1 Credits
    NY - General: 2.0 Credits
    OH - Self Study: 1.75 Credits
    SC - General: 1.8 Credits

    Course Presenter(s)

    Pete Sorenson

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

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

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

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

    CURRENT WORK:
    • 1997 ? Present Elected County Commissioner, Lane County Board, Eugene, Oregon
    • 1982 ? Present Attorney and Owner, Sorenson Law Office, Eugene, Oregon
    PAST EXPERIENCE:
    • 2005 ? 2006 Adjunct Professor, School of Law, University of Oregon
    • 1993 ? 1997 Oregon State Senator (Member of Judiciary Committee), Salem, Oregon
    • 1984 ? 1985 Visiting Professor, Department of Geography, University of Oregon
    • 1983 ? 1984 Instructor, Dept. of Planning, Public Policy and Management, University of Oregon
    • 1981 ? 1982 Volunteer Prosecutor, Lane County District Attorney's Office, Eugene, Oregon
    • 1979 ? 1982 Law Clerk, Dwyer Simpson and Wold, Attorneys, Eugene, Oregon
    • 1977 ? 1979 Special Assistant, Office of the Secretary of Agriculture, Washington, DC
    • 1974 ? 1977 Legislative Assistant, Congressman Jim Weaver (Oregon), Washington, DC
    EDUCATION:
    • 1996 ? Certificate of Completion, Program for America's Emerging Political Leaders, Darden School, University of Virginia, Charlottesville, Virginia
    • 1982 ? J.D. University of Oregon School of Law, Eugene, Oregon
    • 1979 ? M.A. University of Oregon Geography Department, Eugene, Oregon
    • 1973 ? B.A. University of Oregon Geography Department, Eugene, Oregon
    • 1972 ? A.A. Southwestern Oregon Community College, Coos Bay, Oregon
    BAR MEMBERSHIPS:
    • 1994 United States District Court for the District of Columbia
    • 1993 United States Court of Appeals for the District of Columbia Circuit
    • 1993 District of Columbia Court of Appeals
    • 1991 Supreme Court of the United States of America
    • 1984 United States Court of Appeals for the Ninth Circuit
    • 1983 United States District Court for the District of Oregon
    • 1982 Lane County Bar Association
    • 1982 Oregon State Bar
  Course Price:
$19.99
 
 

Free Expression and Social Media

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Free Expression and Social Media Details


Price:
$19.99

Course Description

More than ever we are seeing current events that are drawing conflicts between the First Amendment and Social Media-- should Social Media be regulated? If so, should it be done by the company or by the government? And how much regulation is too much? These and many more questions will be investigated by this seminar.

Course Agenda

  • The Core of Free Speech: The First Amendment
  • What Is Social Media?
  • The Social Media Phenomenon
  • Social Media is more than just chatting
  • COMMERCIAL SPEECH CAN BE REGULATED
  • Is Social Media = The New Town Square?
  • Facebook Censorship
  • Twitter Censorship
  • Trump vs Twitter
  • Trump vs Twitter: Executive Order
  • REAL LIFE FB CENSORSHIP
  • Which way do we go from here?
  • Questions to Ponder

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
KY - General: 1.0 Credits
NH - General: 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
SC - General: 1.11 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
 
 

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 - Competence Issues: 1.0 Credits
FL - General: 1.5 Credits
GA - Self Study: 1.0 Credits
IL - Mental Health - Substance Abuse : 1.0 Credits
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.4 Credits
NV - Substance Abuse: 1.0 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
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
 
 

How CRMS Can Help Your Legal Practice

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How CRMS Can Help Your Legal Practice Details


Price:
$19.99

Course Description

This lecture discusses the role of Client Relationship Management Software) CRMS for the modern law office, strategies on how using the CRMS can be used to increase the efficiency and effectiveness of today's legal practice, which leads to a more streamlined and efficient law office. We talk about types of CRMS systems, how they work and how to integrate them into your practice.

Course Agenda

  • ABA Rule 1.1 Competency
  • What is a CRM?
  • THE CRM PROCESS
  • CRM strategies/advice
  • CRM Features you should be aware of
  • Other Factors
  • Basic CRM: Outlook & Google Apps
  • Disadvantages: Outlook & Google Apps
  • Other Popular Systems
  • ABACUS LAW
  • AMICUS ATTORNEY
  • NEEDLES
  • CLIO
  • MYCASE
  • Conclusions

Course Credit per State


AZ - General: 1.25 Credits
CA - General: 1.25 Credits
FL - Technology: 1.5 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.25 Credits
IN - Distance Education: 1.3 Credits
ND - Self Study: 1.25 Credits
NH - General: 1.25 Credits
NJ - General: 1.5 Credits
NY - General: 1.25 Credits
OH - Self Study: 1.25 Credits
OK - Distance Learning: 1.5 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
 
 

Intellectual Property Law Basics

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Intellectual Property Law Basics Details


Price:
$19.99

Course Description

The field of Intellectual property is an ever-changing area of law. This lecture will talk about the basic concepts behind IP law including Patents, Trademarks and Copyrights, what they cover and what potential limits and conflicts can be in enforcing them.

Course Agenda

    Intellectual Property Basics Patents Trademarks Copyrights

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
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
OK - Distance Learning: 1.0 Credits
SC - General: 1.15 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

IT 4 the JD - Update

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IT 4 the JD - Update Details


Price:
$19.99

Course Description

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
    CT - General: 1.0 Credits
    FL - General: 1.0 Credits
    IL - General: 1.0 Credits
    IN - Distance Education: 1.0 Credits
    NH - General: 1.0 Credits
    NY - Cybersecurity: 1.0 Credits
    OH - 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
 
 

Lawyers & The Opioid Crisis

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Lawyers & The Opioid Crisis Details


Price:
$19.99

Course Description

In this important lecture, Russell Jackman, Esq. talks about identifying the largest drug crisis of modern times: Opioid Addiction. He talks about identifying it, the problems involved, possible solutions and his own personal experience dealing with Opioids when he was injured significantly in 2016 and in 2020.

Course Agenda

  • The Opioid Crisis: How Prevalent is it?
  • What are Opioids?
  • The most commonly used opioids
  • Common Opioid Risks
  • Opioid Side Effects
  • 2016 ABA Survey
  • Profession drives depression
  • Driving Factors to use Opioids
  • Help Available for Attorneys
  • "The Other Bar" - otherbar.org
  • Other Bar "self test"
  • My Own Experience
  • Opioid Treatment Alternatives

Course Credit per State


AZ - General: 1.0 Credits
CA - Competence Issues: 1.0 Credits
CT - General: 1.0 Credits
FL - Substance Abuse: 1.0 Credits
IL - Mental Health - Substance Abuse : 1.0 Credits
IN - Distance Education: 1.0 Credits
NC - Substance Abuse / Mental Health: 1.0 Credits
NV - Substance Abuse: 1.0 Credits
NY - General: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - Substance Abuse: 1.05 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
 
 

Neutral-Driven Dispute Resolution: NDR

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Neutral-Driven Dispute Resolution: NDR Details


Price:
$19.99

Course Description

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

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

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

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

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

Rob Christopher

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

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

  Course Price:
$19.99
 
 

Online Civility and Attorneys

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Online Civility and Attorneys Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Distance Education: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional Conduct: 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
 
 

Paperless Office and E-Discovery Techniques

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Paperless Office and E-Discovery Techniques Details


Price:
$19.99

Course Description

Attorneys need to find a way in today's high-tech environment to leave the mountains of paperwork behind them and free themselves with today's technology from being tied to paper all the time. This lecture will discuss the ethical and economic advantages of moving to an all-electronic format for most documents and how that can be accomplished.

Course Agenda

  • Tips for reducing paper use in the law office
  • Scanning Tips
  • Email ? The World?s Communication Tool
  • Benefits of Electronic Discovery
  • Benefits of Electronic vs. Paper Review
  • Electronic Discovery is Essential Because Corporate Data is ?Invisible?
  • Legal Authority Supporting Modern Discovery Practices
  • Preservation Only Required for Relevant Data
  • FRCP 30(b)(6)
  • Key Federal Discovery Rules
  • Electronic Discovery Cases Consequences of Spoliation
  • Electronic Storage Capacity
  • Boxes of Bytes
  • Traditional eDiscovery Model: Project vs. Process Based
  • The New Frontier ? Electronic Data Discovery
  • Paper Production What you see is what you get
  • Electronic Discovery Getting more than what?s on paper
  • Metadata in Email
  • ?Live? Word Document with Tracking On
  • Printed Spreadsheet
  • The Electronic Discovery Process
  • Electronic Discovery Defined
  • Electronic Documents Include
  • Modern Evidence Input Devices
  • Data Preparation
  • Data Collection and Preservation
  • Approximate CO$T$ OF EDD AND SCANNING SERVICES
  • The Need for Continuous Training and Consulting
  • Checklist for hiring a trainer for your firm
  • Further Resources

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: 1.1 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
OK - Distance Learning: 1.0 Credits
SC - General: 1.11 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
 
 

Patent Law Basics

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Patent Law Basics Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

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

Policing from Where we Are Today

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Policing from Where we Are Today Details


Price:
$19.99

Course Description

The objective of this presentation is to identify and discuss key legal and social issues in the context of today's volatile society, with an emphasis on limitations on the use of force and legal remedies in response to police misconduct. The presenter discusses how current events give rise to cases in numerous legal areas, from Civil Rights violations, Constitutional Law, including freedom of speech and lawful (and unlawful) protests, and liability for damages from both protests and police misconduct. Moreover, the presenter discusses topical issues of vital importance, such as the ?defund? movement, which runs along a spectrum, from those in Minneapolis who would disband and rebuild their police department (on the theory that the current department?s culture is too pervaded by racism and violence), to those in New York City or Los Angeles who advocate reallocation of spending and reform of police practices. Ultimately these issues end up in Court, where lawyers must be leaders and help society solve these complicated issues. This program aims to increase awareness of the critical legal issues involved.

Course Agenda

  • Problem: No trust.
  • How to restore trust?
  • Follow the law.
  • Transparency + Accountability = Trust
  • Access to justice?
  • Purpose of Justice system?
  • Duty of law enforcement?
  • Social Contract: Safety and security in exchange for compliance with the law.
  • Follow the law, receive safety and security.
  • Reduced safety and security increases desperation.
  • Desperate people behave desperately.
  • Constitutional Imperative:
  • Equal Protection under the law.
  • Substantive Due Process: Life, Liberty & Property.
  • Procedural Due Process: Notice & Hearing.
  • Institutional Legitimacy questioned?
  • Social Contract breached?
  • Worst case scenario: An existential threat?
  • Analysis: Why no trust?
  • An inherently flawed system?
  • The law doesn't work.
  • Police use of force?
  • Officer involved shootings?
  • Inclusion/Access to justice?
  • Solution: Change the law.
  • Legislative solutions.
  • AB 392 Police Use of Force (CA)
  • SB 1421 Police Officer Release of Records (CA)

Course Credit per State


AZ - General: 1.25 Credits
CA - General: 1.25 Credits
FL - General: 1.5 Credits
IL - General: 1.25 Credits
IN - Distance Education: 1.3 Credits
KY - General: 1.25 Credits
NC - General: 1.25 Credits
ND - Self Study: 1.25 Credits
NH - General: 1.25 Credits
NJ - General: 1.5 Credits
NY - General: 1.5 Credits
OH - Self Study: 1.25 Credits
PA - Distance Learning: 1.5 Credits
TN - General: 1.3 Credits
TX - General: 1.25 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Greg Woods, J.D.

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

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

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

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

  Course Price:
$19.99
 
 

PowerPoint for the Courtroom and Beyond

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PowerPoint for the Courtroom and Beyond Details


Price:
$19.99

Course Description

Whether being used as a mediation/negotiation tool or for opening/closing statements in court, PowerPoint has many features and strategies that allow attorneys to create a better impression for their cases, when used in the correct fashion. This course not only talks about features that can be used to help attorneys win cases but also strategies that make these features more effective on a specifically legal-based audience such as a jury in court.

Course Agenda

  • Why PowerPoint?
  • How Does PowerPoint Work?
  • Visuals
  • Templates
  • Techniques
  • General PowerPoint Strategies
  • Start Digital to Stay Digital
  • Backgrounds/Watermarks
  • Highlighting Documents
  • TIMELINES
  • Organizational Charts
  • Google Maps/Street View
  • Projector tips: 2500 lumens or better
  • Export/Save as Video/Package for CD
  • Work Collaboratively/Cloud?
  • Rehearse, Rehearse & Rehearse (and have a backup plan!!!)

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Progress in Diversity and Inclusion in the Legal Profession

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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
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - Diversity and Inclusion: 1.0 Credits
IN - Distance Education: 1.0 Credits
NH - General: 1.0 Credits
NV - Ethics: 1.0 Credits
NY - Diversity and Inclusion: 1.0 Credits
OH - Attorney Professional Conduct: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TN - General: 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.
  Course Price:
$19.99
 
 

Sexual Harassment, Attorneys and Social Media

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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
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

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

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
 
 

Taking Depositions in the New Virtual Era

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Taking Depositions in the New Virtual Era Details


Price:
$19.99

Course Description

The Coronavirus epidemic has been wildly disruptive to many aspects of our lives and professions and conduction depositions is no exception. Virtual depositions are now standard and routine and are likely to remain ubiquitous even once the epidemic has abated. In this course we look at depositions generally from an overview perspective and then examine both the advantages and disadvantages of virtual definitions. Some important case law examples are explored and then we conclude with some practical considerations when conducting virtual depositions.

Course Agenda

  • High Level Overview
  • Case Law
  • Virtual Deposition Mechanics
  • Advantages of Virtual Depositions
  • Disadvantages of Virtual Depositions
  • Practical Considerations of Virtual Depositions

Course Credit per State


AZ - General: 1.25 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - Technology: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.25 Credits
IN - Distance Education: 1.3 Credits
KY - General: 1.25 Credits
NH - General: 1.25 Credits
NJ - General: 1.5 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.25 Credits
TN - General: 1.28 Credits
TX - General: 1.25 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
 
 

Technology and Bias - Spreading it and Stopping it

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Technology and Bias - Spreading it and Stopping it Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Through the Smoke: Legal Trends and Gun Violence

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Through the Smoke: Legal Trends and Gun Violence Details


Price:
$19.99

Course Description

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

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

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

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

Course Agenda

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

Course Credit per State


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

Course Presenter(s)

Greg Woods, J.D.

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

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

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

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

  Course Price:
$19.99
 
 

Unauthorized Practice of Law

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Unauthorized Practice of Law Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AK - Ethics: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.1 Credits
KY - Ethics: 1.0 Credits
ND - 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

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 


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