Oklahoma CLE and MCLE Courses

ABA Professional Responsibility Client-Lawyer Guidelines Part II Details

Price:
$29.99

Course Description

04-19-2018 Recorded date

This class is the second 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 II (Counselor) and Rule III (Advocate). Among the topics covered: ethical guidelines when a lawyer serves as third-party neutral; standards for candor towards the tribunal; fairness to opposing party and opposing counsel; expediting litigation and avoiding delay, and trial publicity. 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 - Counselor
• Rules Overview - Advocate
• Rule 2.1 Advisor
• Rule 2.2 - Deleted (Moved to Rule 1.7)
• Rule 2.3 Evaluation for Use by Third Persons
• Rule 2.4 Lawyer Serving as Third-Party Neutral
• Rule 3.1 Meritorious Claims and Contentions
• Rule 3.2 Expediting Litigation
• Rule 3.3 Candor Toward the Tribunal
• Rule 3.4 Fairness to Opposing Party and Counsel
• Rule 3.5: Impartiality & Decorum of the Tribunal
• Rule 3.6: Trial Publicity
• Rule 3.7: Lawyer as Witness
• Rule 3.8: Special Responsibilities of a Prosecutor
• Rule 3.9: Advocate in Nonadjudicative Proceedings

Course Credit per State

CA - Ethics: 2.5 Credits
CT - Ethics: 2.5 Credits
ME - Professional Responsibility: 2.46 Credits
NY - Ethics: 2.5 Credits
OK - Legal Ethics: 3.0 Credits
TX - Ethics: 2.5 Credits
VA - Ethics: 2.5 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.

Age Bias at Work: Why Our Laws are Ineffective and How to Improve Them Details

Price:
$24.99

Course Description

There is a saying that everyone in America will ultimately be a target of age bias, as the passage of time doesn't discriminate. We all get old. However, as plaintiff's attorney David Graulich explains in this class, U.S. laws that were intended to protect employees and job applicants from age discrimination have become ineffectual and weak. Technological and demographic change have far outpaced the primary Federal law, the Age Discrimination in Employment Act (ADEA), which first became law in the 1960's. Today algorithms, micro-marketing and data mining can ferret out who is "old" without even requiring human interaction. As Graulich points out, a regrettable decision by the United States Supreme Court has also made it difficult for plaintiffs to win in a lawsuit predicated on age discrimination. Graulich lays out his recommendations for how to overhaul and strengthen our legal framework, so that civil actions grounded in age bias will once again be a genuine deterrent for employers who discriminate against older people.

Course Agenda

• Management and Age Bias
• ?Wall of Discrimination
• ?Micro-Targeting?
• How Employers See Persons Who Are Age 40+
• How Recruiters See Persons Who are Age 40+
• How Company Lawyers See Persons Who Are Age 40+
• ?Bro Culture?
• Gray Hair? How Awful!!!
• ?Older female applicants??
• ?Frozen? in Dead-End Jobs
• Federal Legal Framework
• What?s a BFOQ????
• California Legal Framework
• CACI 2570 ? Age Discrimination
• Harsh Realities
• Setback for Plaintiffs
• Algorithms Crush the Law
• Key California Decisions
• Age Bias in Legal Industry
• Support Professionals
• REFORMS

Course Credit per State

AZ - General: 1.5 Credits
CA - General: 1.5 Credits
FL - General: 1.5 Credits
IL - General: 1.5 Credits
ME - Self Study: 1.55 Credits
NH - General: 1.55 Credits
NY - General: 1.5 Credits
OK - Distance Learning: 2.0 Credits
TX - General: 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.

Asset Protection and Estate Planning Under the New Tax Act Details

Price:
$19.99

Course Description

Jacob Stein and Michelle Lerman discuss the changes to asset protection and estate planning as a result of the new Tax Act. They will provide an overview of the current legal landscape before delving into how the changes will affect existing practices, potential pitfalls to avoid, and opportunities to take advantage of in the new tax era.

Jacob Stein will discuss asset protection under the new tax act. He will present a practical approach to protecting assets, applying real-life stories to theory. He will discuss strategies and solutions to protecting specific assets like residences, retirement plans, real estate investments and businesses. He will also touch on more sophisticated strategies such as Advanced trust and Offshore structures.

Michelle Lerman will lead the discussion on estate planning under the new tax act. She will provide an overview on choosing the right estate plan, taking advantage of the transfer tax law, using irrevocable trusts to protect assets and much more.

Course Agenda

• Threshold Questions
• Debt Collection
• Fraudulent Transfers
• Planning in Context of Marriage
• Entity Planning
• Choice of Entity
• Planning with Trusts
• Foreign Trusts
• Retirement Plans
• Comprehensive Example
• New Tax Act
• Planning Under the New Tax Law

Course Credit per State

CA - General: 1.0 Credits
KY - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
VA - 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.

Michelle Lerman

Michelle Lerman is an Estate Planning Attorney who is passionate about helping people reach their estate planning goals. She is a Superlawyer and certified specialist; an author who recently published the 2nd Edition of her book "Create Your Best Legacy; a featured commentator on radio and television, and a sought-after professional speaker.

How the Third-Party Doctrine Affects Law Enforcement, Technology Company Practices, and Data Privacy Expectations Details

Price:
$24.99

Course Description

Join the Wikimedia Foundation and guest speakers for a discussion on how the third-party doctrine affects law enforcement, technology company practices, and data privacy expectations as the Supreme Court prepares to rule on Carpenter v. United States. In this case, the Court will consider whether the Fourth Amendment requires law enforcement to obtain a search warrant before accessing historical cell phone location records.

Course Agenda

• Third Party Doctrine
• What types of consumer data to tech companies collect?
• How does the third-party doctrine affect tech companies and their business practices?
• Do consumers really care about privacy, and what do they consider when they decide to sacrifice their privacy for certain services?
• Do companies tend to care about privacy more or less than consumers?
• Carpenter v. United States
• Katz v. United States
• Q&A

Course Credit per State

CA - General: 1.5 Credits
IL - General: 1.25 Credits
NH - General: 1.4 Credits
NY - General: 1.5 Credits
OK - Distance Learning: 1.5 Credits
TX - General: 1.5 Credits
VA - General: 1.5 Credits

Course Presenter(s)

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

AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits

Course Presenter(s)