Continuing Legal Education Online Courses with MCLEZ are for Oklahoma attorneys who want to make the most of their time and money. Easily earn Oklahoma Online CLE credit through courses which have been produced in a variety of legal subjects that matter to you.
If you are new to MCLEZ, try a course for free before you make your purchase with our Free CLE program. To easily fulfill all of your allowable online CLE hours, see our Oklahoma Bundles page under State CLE Bundles.
MCLEZ provides distance computer-based legal education programs that meet the criteria established in the Rules of the Oklahoma Supreme Court for Mandatory Continuing Legal Education, Rule 7, Regulation 4 and have been pre-approved by the Oklahoma Supreme Court Mandatory Continuing Legal Education Commission for online CLE credit.
ABA Professional Responsibility Client-Lawyer Guidelines Part V Details
Price:
$19.99
Course Description
This class is part of a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Section VIII (Maintaining the Integrity of the Profession). Among the topics covered: Bar Admission and Disciplinary Matters, Judicial and Legal Officials, Reporting Professional Misconduct, Misconduct and Disciplinary Authority; Choice of Law. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.
Course Agenda
Rules Overview ? Maintaining the Integrity of the Profession
Rule 8.1 - Bar Admission and Disciplinary Matters
Rule 8.2 - Judicial and Legal Officials
Rule 8.3 - Reporting Professional Misconduct
Rule 8.4 - Misconduct
Rule 8.5 - Disciplinary Authority; Choice of Law
Further Reading
Course Credit per State
AK - Ethics: 1.0 Credits AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.0 Credits IL - Professional Responsibility: 1.0 Credits NH - Ethics: 1.0 Credits NV - Ethics: 1.0 Credits NY - Ethics: 1.0 Credits OK - Legal Ethics: 1.0 Credits PA - Ethics: 1.0 Credits SC - Ethics: 1.0 Credits
Course Presenter(s)
David Graulich, Esq.
Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.
Course Price:
$19.99
ABA Professional Responsibility Client-Lawyer Guidelines Part V
ABA Professional Responsibility Client-Lawyer Guidelines Part V Details
Price:
$19.99
Course Description
This class is part of a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Section VIII (Maintaining the Integrity of the Profession). Among the topics covered: Bar Admission and Disciplinary Matters, Judicial and Legal Officials, Reporting Professional Misconduct, Misconduct and Disciplinary Authority; Choice of Law. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.
Course Agenda
Rules Overview ? Maintaining the Integrity of the Profession
Rule 8.1 - Bar Admission and Disciplinary Matters
Rule 8.2 - Judicial and Legal Officials
Rule 8.3 - Reporting Professional Misconduct
Rule 8.4 - Misconduct
Rule 8.5 - Disciplinary Authority; Choice of Law
Further Reading
Course Credit per State
AK - Ethics: 1.0 Credits AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.0 Credits IL - Professional Responsibility: 1.0 Credits NH - Ethics: 1.0 Credits NV - Ethics: 1.0 Credits NY - Ethics: 1.0 Credits OK - Legal Ethics: 1.0 Credits PA - Ethics: 1.0 Credits SC - Ethics: 1.0 Credits
Course Presenter(s)
David Graulich, Esq.
Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.
Course Price:
$19.99
Attorneys and Hi-Tech Communication: A Basic Guide
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 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 Hi-Tech Communication: A Basic Guide
Attorneys and Hi-Tech Communication: A Basic Guide Details
Price:
$19.99
Course Description
In today's modern workplace, Attorneys need to understand the importance of meeting with clients in a virtual setting. This lecture discusses the ethical and practical reasons to go virtual with meetings and how to accomplish that task, plus tips and troubleshooting ideas for making those online meetings happen as successfully as possible.
Course Agenda
We all know about the internet but?
Why is it important?
ABA MODEL RULE 1.4
Sensitivity to meeting in person
Advantages/Necessities to online meeting
What are the options?
Facebook
Skype
Zoom
Citrix/VPN Apps
Troubleshooting
Things to consider
Course Credit per State
AZ - General: 1.0 Credits CA - General: 1.0 Credits FL - Technology: 1.0 Credits IL - General: 1.0 Credits 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 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.
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.
Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.
This lecture discusses the background and substance of the Digital Millennium Copyright Act, case law surrounding it and what the implications of the DMCA are currently, plus what it might mean for the future of the Internet and Intellectual Property.
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 for Trust, Estate & Probate Attorneys Under the California End of Life Option Act
Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act Details
Price:
$19.99
Course Description
The California End of Life Option Act ("EOLOA" or "the Act"), operative since June 9, 2016, impacts estate, trust, and probate practice in a variety of ways. This article explains the Act's eligibility and procedural criteria and shows how potential EOLOA fact patterns can implicate certain ethical rules of professional responsibility. Specifically, this article focuses on the interaction between the EOLOA and some of the updated Rules of Professional Conduct, effective since November 1, 2018.
Course Agenda
EOLOA Eligibility Criteria & Procedures
California's End of Life Option Act (EOLOA)
Summary of Eligibility Criteria
Health & Safety Code Sec. 443.2
Key Terms
Qualified Individual
Capacity to Make Medical Decisions
Informed Decision
Terminal Disease
Self-Administer
Summary of Process: Patient Perspective
Health & Safety Code Sections 443.3, 443.5-443.7
Requirements for Patient's Written Request
Who Can be a Witness?
Summary of Process: Physician Perspective
EOLOA: Estate Planning
Donative Transfers Presumed Invalid
Care Custodian
Health & Social Services
Dependent Adult (Senior)
Dependent Adult (Non-Senior)
EOLOA & Care Custodian
Care Custodian as Heir?
EOLOA: Safe Harbor
EOLOA: Criminal Conduct
EOLOA & Cal. Rules of Professional Responsibility
Ethical Issue #1: Diligence
(as of November 10, 2018)
Fact Pattern: Diligence
Ethical Analysis
Ethical Issue #2: Confidential Information of a Client
(as of November 10, 2018)
Fact Pattern: Permissive Disclosure of Client Information
Ethical Analysis
Ethical Issue #3: Conflict of Interest -
Current Clients
(as of November 10, 2018)
Directly Adverse
Significant Risk?
Materially Limit
Financial, Family, or Intimate
Relationships
Fact Pattern: Avoiding the Representation of Adverse Interests
Ethical Analysis
Course Credit per State
AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.0 Credits IL - Professional Responsibility: 1.0 Credits IN - Ethics: 1.0 Credits NJ - Ethics: 1.2 Credits NY - Ethics: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits OK - Legal Ethics: 1.0 Credits TX - Ethics: 1.0 Credits
Course Presenter(s)
Ariana Perfecto
Ariana M. Perfecto is an attorney at Lagerlof, LLP in Pasadena, California. She focuses on estate planning and trust administration. Ms. Perfecto earned her Juris Doctor from Pepperdine University School of Law. The California Trusts and Estates Quarterly recently published her article entitled, "The Practitioner's Guide to Preserving the Latino Legacy."
Course Price:
$19.99
Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act
Ethical Issues for Trust, Estate & Probate Attorneys Under the California End of Life Option Act Details
Price:
$19.99
Course Description
The California End of Life Option Act ("EOLOA" or "the Act"), operative since June 9, 2016, impacts estate, trust, and probate practice in a variety of ways. This article explains the Act's eligibility and procedural criteria and shows how potential EOLOA fact patterns can implicate certain ethical rules of professional responsibility. Specifically, this article focuses on the interaction between the EOLOA and some of the updated Rules of Professional Conduct, effective since November 1, 2018.
Course Agenda
EOLOA Eligibility Criteria & Procedures
California's End of Life Option Act (EOLOA)
Summary of Eligibility Criteria
Health & Safety Code Sec. 443.2
Key Terms
Qualified Individual
Capacity to Make Medical Decisions
Informed Decision
Terminal Disease
Self-Administer
Summary of Process: Patient Perspective
Health & Safety Code Sections 443.3, 443.5-443.7
Requirements for Patient's Written Request
Who Can be a Witness?
Summary of Process: Physician Perspective
EOLOA: Estate Planning
Donative Transfers Presumed Invalid
Care Custodian
Health & Social Services
Dependent Adult (Senior)
Dependent Adult (Non-Senior)
EOLOA & Care Custodian
Care Custodian as Heir?
EOLOA: Safe Harbor
EOLOA: Criminal Conduct
EOLOA & Cal. Rules of Professional Responsibility
Ethical Issue #1: Diligence
(as of November 10, 2018)
Fact Pattern: Diligence
Ethical Analysis
Ethical Issue #2: Confidential Information of a Client
(as of November 10, 2018)
Fact Pattern: Permissive Disclosure of Client Information
Ethical Analysis
Ethical Issue #3: Conflict of Interest -
Current Clients
(as of November 10, 2018)
Directly Adverse
Significant Risk?
Materially Limit
Financial, Family, or Intimate
Relationships
Fact Pattern: Avoiding the Representation of Adverse Interests
Ethical Analysis
Course Credit per State
AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.0 Credits IL - Professional Responsibility: 1.0 Credits IN - Ethics: 1.0 Credits NJ - Ethics: 1.2 Credits NY - Ethics: 1.0 Credits OH - Attorney Professional Conduct: 1.0 Credits OK - Legal Ethics: 1.0 Credits TX - Ethics: 1.0 Credits
Course Presenter(s)
Ariana Perfecto
Ariana M. Perfecto is an attorney at Lagerlof, LLP in Pasadena, California. She focuses on estate planning and trust administration. Ms. Perfecto earned her Juris Doctor from Pepperdine University School of Law. The California Trusts and Estates Quarterly recently published her article entitled, "The Practitioner's Guide to Preserving the Latino Legacy."
FOIA: Freedom of Information Act - 2021 Update Details
Price:
$29.99
Course Description
Presentation Goals: To help attorneys - in all fields of practice - learn how to more successfully navigate the FOIA process to better support their clients
Course Agenda
The phases/steps of the FOIA process
Background and Purpose of FOIA
Practical tips to increase the success of a FOIA request
Provide practical tips for the administrative appeal and judicial review phases
Increase the likelihood of a reasonable attorneys? fees shift award
Course Credit per State
AL - On-Demand: 2.0 Credits AZ - General: 2.0 Credits CA - General: 2.0 Credits FL - General: 2.5 Credits GA - Self Study: 2.0 Credits IL - General: 2.0 Credits KY - General: 2.0 Credits MT - Self Study: 2.0 Credits NC - General: 2.0 Credits ND - Self Study: 2.0 Credits NH - General: 2.0 Credits NJ - General: 2.5 Credits NY - General: 2.0 Credits OK - Distance Learning: 2.5 Credits PA - Distance Learning: 2.0 Credits TX - General: 2.0 Credits
Course Presenter(s)
Pete Sorenson
With more than 30 years as an attorney, lawyer and advocate, I am licensed to practice law in the District of Columbia and the State of Oregon. I specialize in the Freedom of Information Act (FOIA) law and help journalists, authors, nonprofits, for profit businesses, and others to access federal government records. I assist clients with FOIA Requests, Administrative Appeals, Judicial Reviews and FOIA litigation.
In addition to assisting clients, I speak and lecture on FOIA, most recently at the Appalachian Public Interest Environmental Law (APIEL) Conference in Tennessee, University of Georgia School of Law, and at University of Tennessee College of Law.
Public and civic service is a cornerstone, with earlier careers working for a member of Congress and as Special Assistant to the Secretary of Agriculture. I am currently serving my 24th year as an elected Commissioner on the Lane County Board of Commissioners in Eugene, Oregon. Prior to that, I served in the Oregon State Senate. My political and civic experience adds a depth and understanding to my FOIA work that is unique among lawyers.
RECENT FOIA CASES: (2016 ? Present)
Food and Drug Administration: assisted journalist in obtaining the calendar of a crucial FDA official
Central Intelligence Agency: obtained records for a journalist writing on the activities of a prominent CIA official, used in questioning President's nominee for CIA Director
Environmental Protection Agency: made request for client; assisted company in obtaining a report of a competitor's product performance
Central Intelligence Agency: made request, filed administrative appeal and judicial review; assisted in obtaining records of a client's father's service in the CIA
Bureau of Land Management: on behalf of a nonprofit organization, filed judicial review, obtained records and then obtained significant judgment for attorneys' fees for that work
Agricultural Marketing Service: filed judicial review; assisted nonprofit organization in obtaining records and then obtained judgment for attorneys' fees for that work February 6, 2020
Federal Bureau of Investigation: filed request and administrative appeal on behalf of an individual seeking DNA evidence in criminal matter; obtained records; matter pending
Centers for Medicare and Medicaid Services: assisting client in obtaining records held by CMS (in progress)
Environmental Protection Agency: filed judicial review, obtained records, and obtained settlement of attorneys' fees for engineering firm needing data and reports
CURRENT WORK:
1997 ? Present Elected County Commissioner, Lane County Board, Eugene, Oregon
1982 ? Present Attorney and Owner, Sorenson Law Office, Eugene, Oregon
PAST EXPERIENCE:
2005 ? 2006 Adjunct Professor, School of Law, University of Oregon
1993 ? 1997 Oregon State Senator (Member of Judiciary Committee), Salem, Oregon
1984 ? 1985 Visiting Professor, Department of Geography, University of Oregon
1983 ? 1984 Instructor, Dept. of Planning, Public Policy and Management, University of Oregon
1981 ? 1982 Volunteer Prosecutor, Lane County District Attorney's Office, Eugene, Oregon
1979 ? 1982 Law Clerk, Dwyer Simpson and Wold, Attorneys, Eugene, Oregon
1977 ? 1979 Special Assistant, Office of the Secretary of Agriculture, Washington, DC
1974 ? 1977 Legislative Assistant, Congressman Jim Weaver (Oregon), Washington, DC
EDUCATION:
1996 ? Certificate of Completion, Program for America's Emerging Political Leaders, Darden School, University of Virginia, Charlottesville, Virginia
1982 ? J.D. University of Oregon School of Law, Eugene, Oregon
1979 ? M.A. University of Oregon Geography Department, Eugene, Oregon
1973 ? B.A. University of Oregon Geography Department, Eugene, Oregon
1972 ? A.A. Southwestern Oregon Community College, Coos Bay, Oregon
BAR MEMBERSHIPS:
1994 United States District Court for the District of Columbia
1993 United States Court of Appeals for the District of Columbia Circuit
1993 District of Columbia Court of Appeals
1991 Supreme Court of the United States of America
1984 United States Court of Appeals for the Ninth Circuit
1983 United States District Court for the District of Oregon
FOIA: Freedom of Information Act - 2021 Update Details
Price:
$29.99
Course Description
Presentation Goals: To help attorneys - in all fields of practice - learn how to more successfully navigate the FOIA process to better support their clients
Course Agenda
The phases/steps of the FOIA process
Background and Purpose of FOIA
Practical tips to increase the success of a FOIA request
Provide practical tips for the administrative appeal and judicial review phases
Increase the likelihood of a reasonable attorneys? fees shift award
Course Credit per State
AL - On-Demand: 2.0 Credits AZ - General: 2.0 Credits CA - General: 2.0 Credits FL - General: 2.5 Credits GA - Self Study: 2.0 Credits IL - General: 2.0 Credits KY - General: 2.0 Credits MT - Self Study: 2.0 Credits NC - General: 2.0 Credits ND - Self Study: 2.0 Credits NH - General: 2.0 Credits NJ - General: 2.5 Credits NY - General: 2.0 Credits OK - Distance Learning: 2.5 Credits PA - Distance Learning: 2.0 Credits TX - General: 2.0 Credits
Course Presenter(s)
Pete Sorenson
With more than 30 years as an attorney, lawyer and advocate, I am licensed to practice law in the District of Columbia and the State of Oregon. I specialize in the Freedom of Information Act (FOIA) law and help journalists, authors, nonprofits, for profit businesses, and others to access federal government records. I assist clients with FOIA Requests, Administrative Appeals, Judicial Reviews and FOIA litigation.
In addition to assisting clients, I speak and lecture on FOIA, most recently at the Appalachian Public Interest Environmental Law (APIEL) Conference in Tennessee, University of Georgia School of Law, and at University of Tennessee College of Law.
Public and civic service is a cornerstone, with earlier careers working for a member of Congress and as Special Assistant to the Secretary of Agriculture. I am currently serving my 24th year as an elected Commissioner on the Lane County Board of Commissioners in Eugene, Oregon. Prior to that, I served in the Oregon State Senate. My political and civic experience adds a depth and understanding to my FOIA work that is unique among lawyers.
RECENT FOIA CASES: (2016 ? Present)
Food and Drug Administration: assisted journalist in obtaining the calendar of a crucial FDA official
Central Intelligence Agency: obtained records for a journalist writing on the activities of a prominent CIA official, used in questioning President's nominee for CIA Director
Environmental Protection Agency: made request for client; assisted company in obtaining a report of a competitor's product performance
Central Intelligence Agency: made request, filed administrative appeal and judicial review; assisted in obtaining records of a client's father's service in the CIA
Bureau of Land Management: on behalf of a nonprofit organization, filed judicial review, obtained records and then obtained significant judgment for attorneys' fees for that work
Agricultural Marketing Service: filed judicial review; assisted nonprofit organization in obtaining records and then obtained judgment for attorneys' fees for that work February 6, 2020
Federal Bureau of Investigation: filed request and administrative appeal on behalf of an individual seeking DNA evidence in criminal matter; obtained records; matter pending
Centers for Medicare and Medicaid Services: assisting client in obtaining records held by CMS (in progress)
Environmental Protection Agency: filed judicial review, obtained records, and obtained settlement of attorneys' fees for engineering firm needing data and reports
CURRENT WORK:
1997 ? Present Elected County Commissioner, Lane County Board, Eugene, Oregon
1982 ? Present Attorney and Owner, Sorenson Law Office, Eugene, Oregon
PAST EXPERIENCE:
2005 ? 2006 Adjunct Professor, School of Law, University of Oregon
1993 ? 1997 Oregon State Senator (Member of Judiciary Committee), Salem, Oregon
1984 ? 1985 Visiting Professor, Department of Geography, University of Oregon
1983 ? 1984 Instructor, Dept. of Planning, Public Policy and Management, University of Oregon
1981 ? 1982 Volunteer Prosecutor, Lane County District Attorney's Office, Eugene, Oregon
1979 ? 1982 Law Clerk, Dwyer Simpson and Wold, Attorneys, Eugene, Oregon
1977 ? 1979 Special Assistant, Office of the Secretary of Agriculture, Washington, DC
1974 ? 1977 Legislative Assistant, Congressman Jim Weaver (Oregon), Washington, DC
EDUCATION:
1996 ? Certificate of Completion, Program for America's Emerging Political Leaders, Darden School, University of Virginia, Charlottesville, Virginia
1982 ? J.D. University of Oregon School of Law, Eugene, Oregon
1979 ? M.A. University of Oregon Geography Department, Eugene, Oregon
1973 ? B.A. University of Oregon Geography Department, Eugene, Oregon
1972 ? A.A. Southwestern Oregon Community College, Coos Bay, Oregon
BAR MEMBERSHIPS:
1994 United States District Court for the District of Columbia
1993 United States Court of Appeals for the District of Columbia Circuit
1993 District of Columbia Court of Appeals
1991 Supreme Court of the United States of America
1984 United States Court of Appeals for the Ninth Circuit
1983 United States District Court for the District of Oregon
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.
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.
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.
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.
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 - General: 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 TX - General: 1.25 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.
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 - General: 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 TX - General: 1.25 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.
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 TX - General: 1.25 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.
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 TX - General: 1.25 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.
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.
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.
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.
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.
As more employees bring their personal technology to work, (like smartphones, tablets, laptops, and even desktop PCs), businesses can take advantage of this trend and reap a number of benefits, such as shorter technology learning curves, greater productivity, lower hardware and software costs and more active and involved employees. However, there is a downside to the BYOT development, of which risks to computer systems and exposure of confidential client information are just two examples. It is imperative to manage these risks with an official BYO Tech Policy ? an important implementation which most businesses and law firms have not yet done
In this presentation by Russell Jackman, Esq. of Calmputer Consulting Services in Marin County, California, Mr. Jackman discusses employee/employer control of technology and the legal issues that come from Bringing Your Own Technology to work. He discusses the types of technology available to the modern law office to control the access to information and data and addresses strategies to create a solid plan to deal with BYOT challenges. Moreover, with the ethical duty to maintain confidentiality, it is vitally important that lawyers and law firms be aware of the risks of BYOT.
Course Agenda
Why Bring Your Own Tech?
What Are the Challenges?
New Laws/Changing Requirements
The Dichotomy of Saving Data vs Erasing it completely
Where should you start?
NO LOCALIZATION OF DATA
Major Issues Facing Use of BYOT
Implementing a BYOT program
Bibliography
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: 1.0 Credits OK - Distance Learning: 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.
As more employees bring their personal technology to work, (like smartphones, tablets, laptops, and even desktop PCs), businesses can take advantage of this trend and reap a number of benefits, such as shorter technology learning curves, greater productivity, lower hardware and software costs and more active and involved employees. However, there is a downside to the BYOT development, of which risks to computer systems and exposure of confidential client information are just two examples. It is imperative to manage these risks with an official BYO Tech Policy ? an important implementation which most businesses and law firms have not yet done
In this presentation by Russell Jackman, Esq. of Calmputer Consulting Services in Marin County, California, Mr. Jackman discusses employee/employer control of technology and the legal issues that come from Bringing Your Own Technology to work. He discusses the types of technology available to the modern law office to control the access to information and data and addresses strategies to create a solid plan to deal with BYOT challenges. Moreover, with the ethical duty to maintain confidentiality, it is vitally important that lawyers and law firms be aware of the risks of BYOT.
Course Agenda
Why Bring Your Own Tech?
What Are the Challenges?
New Laws/Changing Requirements
The Dichotomy of Saving Data vs Erasing it completely
Where should you start?
NO LOCALIZATION OF DATA
Major Issues Facing Use of BYOT
Implementing a BYOT program
Bibliography
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: 1.0 Credits OK - Distance Learning: 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.
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 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.
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 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.
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 NJ - Diversity Inclusion Elimination of Bias: 1.2 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.
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 NJ - Diversity Inclusion Elimination of Bias: 1.2 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.
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.
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.
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