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Texas CLE and MCLE Courses

Continuing Legal Education Online Courses with MCLEZ are for Texas attorneys who want to make the most of their time and money. Easily earn Texas MCLE 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 your entire Texas MCLE requirement, see our Texas Bundles page under State CLE Bundles.

All MCLEZ courses offered to Texas attorneys have been approved by the State Bar of Texas. Our Sponsor ID # is 12883. For more information, please visit the State Bar of Texas Website, or call 512-427-1463.

Texas CLE Course Catalog

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A Practical Approach to Asset Protection and Bankruptcy

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A Practical Approach to Asset Protection and Bankruptcy Details


Price:
$19.99

Course Description

Attorneys Steven R. Fox and Jacob Stein provide insight into Bankruptcy, and how to protect assets in the event of one. Fox provides a practical approach to a sensitive subject. He discusses the different options, and the pros and cons of each. He then focuses on key elements, rounding up with potential pitfalls to avoid. Stein answers the big question, is there life after bankruptcy? He provides an overview of Asset Protection before delving into the structures and strategies best used in the event of a bankruptcy.

Course Agenda

ASSET PROTECTION
  • Debt Collection
  • Fraudulent Transfers
  • Planning in Context of Marriage
  • Entity Planning
  • Choice of Entity
  • Planning with Trusts
  • Foreign Trusts
  • Retirement Plans
  • Comprehensive Examples
BANKRUPTCY
  • The Twin Purposes of Bankruptcy
  • Chapter 7 Liquidation and Its Essentials
  • Chapters 11 And 13 Reorganization
  • Objecting to The Dischargeability Of A Specific Debt. Section 523
  • Objecting to the Discharge of All Debts. Section 727
  • Property of The Bankruptcy Estate. Section 541
  • Property of The Bankruptcy Estate. Section 541
  • The Automatic Stay. Section 362
  • Fraudulent Conveyances, Preferential Transfers and Other Avoiding Powers. Sections 544 To 551
  • Mistakes on The Road to Bankruptcy
  • Signs A Business Headed on The Road Toward Bankruptcy

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
NH - General: 1.2 Credits
NY - General: 1.0 Credits
TX - General: 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.

Steven R. Fox
Steven R. Fox is active in professional organizations relevant to his practice and is a leader in the legal community. He chairs the Bankruptcy Section of the San Fernando Valley Bar Association where he is known for presenting timely and compelling programming. He is a member of the Los Angeles Bankruptcy Forum, the American Bankruptcy Institute and the National Association of Consumer Bankruptcy Attorneys. In the early 2000s, recognizing a need for new attorneys practicing consumer bankruptcy law to have a forum to learn and to grow in their field, Mr. Fox became one of the founders of the Central District Consumer Bankruptcy Attorneys Association in Los Angeles.
  Course Price:
$19.99
 
 

A Primer on International Taxation

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A Primer on International Taxation Details


Price:
$19.99

Course Description

There is a multitude of issues that drive a cross-border business transaction. Sale of shares versus sale of assets; statutory mergers; joint ventures; security for enforcement of representations and warranties; governing law and venue; earn-outs and holdbacks; restrictions on foreign ownership; due diligence; local customs; privacy and many other. Most non-tax considerations are not country specific. They are driven by the economics of the deal and the negotiating position of the parties. When a transaction touches the U.S., tax has the center-stage.

From a U.S. standpoint, none of the other issues are as important as the tax consequences. Taxation of an M&A transaction will very often determine the deal structure. The parties can negotiate and agree to all the other terms, but tax will determine how the transaction is structured, what is possible and what is not.

For U.S. tax purposes, cross-border transactions are divided into two classes: inbound (foreigners doing business or investing in the U.S.), and outbound (Americans doing business and investing overseas). The tax rules that apply to inbound and outbound transactions are entirely different. We will examine both, and will then delve into the related subjects of pre-immigration tax planning (foreigners immigrating to the U.S.) and expatriation (Americans emigrating from the U.S.).

Course Agenda

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CO - General: 1.3 Credits
CT - General: 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
PA - Distance Learning: 1.0 Credits
SC - General: 1.08 Credits
TX - General: 1.0 Credits
VA - General: 1.0 Credits
WI - On-Demand: 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
 
 

ABA Professional Responsibility Client-Lawyer Guidelines

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ABA Professional Responsibility Client-Lawyer Guidelines Details


Price:
$29.99

Course Description

The Rules of Professional Conduct created by the American Bar Association are "the gold standard" when making decisions about legal ethics and best practice. These rules have been adapted by most state bars for the benefit of their members. In addition, the Rules are a standard authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this MLCEZ course, David Graulich, Esq. provides a closer look at the ABA Rules that pertain to the attorney-client relationship. What is the division of authority between the client and the attorney? How does an ethical attorney avoid the appearance "or reality -- of conflict of interest" Can an attorney ethically agree to represent a client in an unfamiliar area of law? Can an attorney loan money to a client? Graulich illustrates the rules with real-life examples as well as working through hypothetical ethical questions that typically arise in private practice.

Course Agenda

  • Introduction
  • Competence
  • Client-lawyer relationship
  • Diligence
  • Communication
  • Fees
  • Confidentiality of information
  • Conflict of interest
  • Duties to former clients
  • Imputations of conflicts of interest: general rule
  • Special conflicts of interest for former and current governmental officers and employees
  • Former judge, arbitrator, mediator or other third-party neutral
  • Organization as client
  • Clients with diminished capacity
  • Safekeeping property
  • Declining or terminating representation
  • Sale of law practice
  • Duties to a prospective client

    Course Credit per State


    AZ - Ethics: 2.0 Credits
    CA - Ethics: 2.0 Credits
    CO - Ethics: 2.3 Credits
    CT - Ethics: 2.0 Credits
    IL - Professional Responsibility: 1.75 Credits
    KS - Ethics: 2.0 Credits
    NC - Professional Responsibility: 1.75 Credits
    NH - Ethics: 2.0 Credits
    NJ - Ethics: 2.3 Credits
    NY - Ethics: 2.0 Credits
    OH - Attorney Conduct: 2.0 Credits
    PA - Ethics: 2.0 Credits
    SC - Ethics: 1.88 Credits
    TX - Ethics: 2.0 Credits
    UT - Ethics: 1.5 Credits
    VA - Ethics: 2.0 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:
    $29.99
     
     

    ABA Professional Responsibility Client-Lawyer Guidelines Part II

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    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.

      Course Price:
    $29.99
     
     

    Advanced Topics in Employment Law

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    Advanced Topics in Employment Law Details


    Price:
    $29.99

    Course Description

    This course is a companion to David Graulich's previous MCLEZ class, FIVE FUNDAMENTALS OF FEDERAL EMPLOYMENT LAW. The issues in this class are drawn from emerging controversies and court decisions in 2016 and 2017. Graulich examines the alarming erosion of privacy in the workplace and how the intrusion into employees? emails and files by employers has become routine. The course will cover the proliferation of local employment laws, enacted by cities and counties, that often contradict or conflict with federal workplace laws. The rise of "the gig economy," with companies such as Uber and Lyft, has created new controversy around the question "what is an employee." Graulich will also discuss how the rise of compulsory arbitration is replacing the jury trial as a venue for resolution of employment cases.

    Course Agenda

    • LOCAL JURISDICTIONS
    • ARBITRATION
    • EMPLOYEE OR CONTRACTOR?
    • PREDICTABLE SCHEDULING
    • EMPLOYEE PRIVACY IN THE WORKPLACE

    Course Credit per State


    AZ - General: 2.0 Credits
    CA - General: 2.0 Credits
    CO - General: 2.16 Credits
    CT - General: 2.0 Credits
    IL - General: 1.75 Credits
    KS - General: 2.0 Credits
    KY - General: 1.75 Credits
    NC - General: 1.75 Credits
    NH - General: 1.8 Credits
    NJ - General: 2.2 Credits
    NY - General: 2.0 Credits
    OH - Self Study: 1.75 Credits
    PA - Distance Learning: 2.0 Credits
    SC - General: 1.8 Credits
    TX - General: 2.0 Credits
    UT - Self Study: 1.5 Credits
    VA - General: 2.0 Credits
    WI - On-Demand: 2.0 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:
    $29.99
     
     

    Advocacy, Ethics, and the Law for Librarians

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    Advocacy, Ethics, and the Law for Librarians Details


    Price:
    $19.99

    Course Description

    This course is an introduction to public advocacy and lobbying for librarians. As professionals, how can we make sure our voices are heard on issues of freedom, equity, truth, and justice? What is ethically required of us? Where are the legal (and political) danger zones? Presented by Rob Mead, Washington State Law Library.

    Course Agenda

    • Advocacy by Librarians
    • Library ethical considerations in the light of the legal restrictions on lobbying and advocacy for public libraries.
    • Critical Intersection for Today
    • March 2017 Trump Administration Budget
    • What is Advocacy?
    • What is Lobbying?
    • Library Ethics - What should we do?
    • How do our values inform our professional advocacy?
    • Legal Restrictions on Library Advocacy
    • Hatch Act (1939 - Act to Prevent Pernicious Political Activities) - 5 U.S.C. §§ 7321-7326
    • Federal Lobbying Prohibitions 31 U.S.C § 1352

    Course Credit per State


    CA - Ethics: 1.0 Credits
    IL - Professional Responsibility: 1.0 Credits
    KY - General: 1.0 Credits
    NC - Professional Responsibility: 1.0 Credits
    NH - Ethics: 1.08 Credits
    NY - Ethics: 1.0 Credits
    TX - Ethics: 1.0 Credits

    Course Presenter(s)

      Course Price:
    $19.99
     
     

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

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    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.

      Course Price:
    $24.99
     
     

    Asset Protection-Planning

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    Asset Protection-Planning Details


    Price:
    $19.99

    Course Description

    For the past several years asset protection has been one of the fastest growing areas of law. It is also one of the most controversial - the goal of asset protection is to shield assets from the reach of creditors. Asset protection should simply be about structuring the ownership of one's assets to safeguard them from potential future risks. Most asset protection structures are commonly used business and estate planning tools, such as limited liability companies, family limited partnerships, trusts and the like. Properly implemented asset protection planning should be legal and ethical. It should not be based on hiding assets or on secrecy. It is not a means or an excuse to avoid or evade U. S. taxes. There is no one 'magic bullet' in asset protection. The term 'asset protection' encompasses a number of planning and structuring mechanisms that may be implemented by a practitioner to minimize a client?s exposure to risk. For each client the asset protection solution will be different, depending on (i) the identity of the debtor; (ii) the nature of the claim; (iii) the identity of the creditor; and (iv) the nature of the assets. These are four threshold factors that are either expressly or implicitly analyzed in each asset protection case. The analysis of these four factors determines what planning would be possible and effective for a specific client.

    Course Agenda

    • INTRODUCTION
    • COLLECTING ON JUDGMENTS
    • FRAUDULENT TRANSFERS
    • PLANNING IN THE CONTEXT OF MARRIAGE
    • USE OF TRUSTS IN ASSET PROTECTION
    • FOREIGN TRUSTS
    • ADVANCED PLANNING WITH FOREIGN TRUSTS
    • CHOICE OF ENTITY
    • BANKRUPTCY PLANNING
    • RETIREMENT PLANS

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    CT - General: 1.0 Credits
    IL - General: 1.0 Credits
    KS - General: 1.0 Credits
    NH - General: 1.0 Credits
    NY - General: 1.0 Credits
    OH - Self Study: 1.0 Credits
    SC - General: 1.05 Credits
    TX - General: 1.0 Credits
    VA - General: 1.0 Credits
    WI - On-Demand: 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
     
     

    Attorneys and the Cloud

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    Attorneys and the Cloud 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.

    Course Agenda

    What is the "cloud"?
    • Who runs it?
    • Where is it?
    • Will it go away?
    • Where is all my information?
    • Is it worth using?
    Cloud Benefits
    • File Sharing
    • File centralization
    • "Virtual machines"
    • Log into system
    • "Zero Maintenance"
    • "always on"
    • No longer have to go to the office
    Ethics behind Cloud Computing
    • 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.
    • ABA Model Rule 1.6(c), "make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client."
    • ALL States that offer opinions on Cloud Computing= allowed with "reasonable care"
    • CA OPINION NO. 2010-179
    • "Evaluate the nature of the technology, available security precautions, and limitations on third-party access."
    • "Consult an expert if lawyer's technology expertise is lacking."
    • "Weigh the sensitivity of the data, the impact of disclosure on the client, the urgency of the situation, and the client's instructions."
    Cloud Concerns
    • Security
    • Control
    • What happens if you don't pay on time?
    • If you decide to cancel, will all the data be permanently deleted?
    • Trust of vendor
    • Reliability of Internet connection & speed
    Cloud Tasks for Attorneys
    • Centralized case/matter management
    • Document management
    • Time and billing
    • A hosted Quickbooks or Time Matters system often works better than trying to locally network it between workstations
    • Scheduling/reporting
    • Contact management
    • Conflict checking
    Cloud Considerations
    • What law governs (yours or where the server is?)
    • How would you be notified if there was a security concern?
    • You own all the data uploaded, right?
    • What's the vendor's reputation in the community overall?
    • Will my data be encrypted? What type?
    • Duty to Supervise
    • Duty to Communicate with Client
    Managing Cloud Risks
    • Internal Due Diligence
    • External Due Diligence; Contracts
    • Continuous Access to Data
    • Security, Security Breaches
    • Termination
    • Implementation
    • TRAINING
    • NEW HIRES
    • DOCUMENTED INSTRUCTIONS ON RETRIEVING/STORING DATA!
    Cloud Computing Services
    • Dropbox/Box.net for Business
    • OneDrive Professional
    • Google Apps for Business (attorneys)
    • Hosted App Servers (almost any ISP; hostgator, godaddy, amazon, etc.)
    • Mozy & Carbonite backup services
    • Remote access: Logmein, GoToMyPc, Teamviewer, Join.me
    • Encrypted Email Servers: DiaLawg, Rpost,ZixCorp, Barracuda

    Course Credit per State


    AZ - Ethics: 1.0 Credits
    CA - Ethics: 1.0 Credits
    CO - Ethics: 1.3 Credits
    CT - Ethics: 1.0 Credits
    IL - Professional Responsibility: 1.0 Credits
    NH - Ethics: 1.0 Credits
    NJ - Ethics: 1.3 Credits
    NY - Ethics: 1.0 Credits
    OH - Attorney Conduct: 1.0 Credits
    PA - Ethics: 1.0 Credits
    TX - Ethics: 1.0 Credits
    VA - 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
     
     

    Competence Issues Relevant to an Attorneys Ability to Perform Legal Services

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    Competence Issues Relevant to an Attorneys Ability to Perform Legal Services Details


    Price:
    $19.99

    Course Description

    In this program patent attorney Steven A. Nielsen discusses the evolution of awareness of the general subject matter of competence as it relates to substance abuse (including new legal medical cannabis), stress, age, dementia and other factors and their relationship to the practice of law. The maxim that "the law is a jealous mistress" can be true if attorneys fail to take a big picture view of the factors at work which can cause physical and mental harm and distract lawyers from enjoyment of their lives and the need to pay attention to their physical and mental health.

    This program addresses both the need for awareness of substance abuse, depression, mental illness, age, cognitive decline and related issues, plus practical, easy to implement steps to facilitate an enjoyable and effective practice.

    Course Agenda

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - Competence Issues: 1.0 Credits
    IL - Mental Health - Substance Abuse : 1.0 Credits
    NH - Ethics: 1.06 Credits
    NY - : 1.0 Credits
    OH - Attorney Conduct: 1.0 Credits
    SC - Ethics: 1.06 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
     
     

    Conflicts of Interest for Nonprofits: Counseling Nonprofit Boards on Avoiding Conflicts

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    Conflicts of Interest for Nonprofits: Counseling Nonprofit Boards on Avoiding Conflicts Details


    Price:
    $19.99

    Course Description

    You've probably heard that "Conflicts of Interests" are bad and that nonprofit boards need to avoid conflicts of interests. But, what exactly is a "conflict of interest", and what should you do if your nonprofit has a "conflict of interest?

    Conflicts of interest are not necessarily bad. The important thing is being able to identify conflicts of interest and knowing how to manage conflicts of interests when they arise.

    This course on "Dealing with Conflicts of Interests" will define what a "conflict of interest" is; Give specific examples of common types of conflicts of interests that arise for nonprofits; Explain the law on conflicts of interest as it applies to nonprofits; Discuss strategies on how to manage conflicts of interests.

    Course Agenda

    • What are the key fiduciary duties of Board members?
    • What is a conflict of interest?
    • Why is it important to be able to identify a conflict of interest?
    • How should a conflict of interest be addressed?

    Course Credit per State


    CA - Ethics: 1.0 Credits
    IL - Professional Responsibility: 1.0 Credits
    KY - Ethics: 1.0 Credits
    NH - Ethics: 0.95 Credits
    NY - Ethics: 1.0 Credits
    TX - Ethics: 1.0 Credits
    VA - General: 1.0 Credits

    Course Presenter(s)

      Course Price:
    $19.99
     
     

    Credit Damages and their Application in Cases: An Overview

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    Credit Damages and their Application in Cases: An Overview Details


    Price:
    $19.99

    Course Description

    Credit damage and loss of credit reputation can occur when misconduct by a third party results in negative information appearing on a credit report that leads to an individual or business to lose access to credit that was available prior to the damage. The ability to identify and assess a client?s credit damages can increase the value of a damage demand significantly in litigation matters. This damage can result in increased out-of-pocket costs, loss of credit capacity and loss of credit expectancy (the inability to obtain any new credit or new credit at the same interest rate category as pre-injury).

    As credit reputation damages become more common, courts are rejecting the defense?s "subjective" argument and allowing credit reputation damage as a general or special injury. Attorneys should learn how to identify such damages and undertake a credit damage investigation whenever a significant monetary loss appears to have occurred. This program examines credit report issues and credit reputation damage compensation and helps attorneys identify these potential damages in a wide variety of cases.

    Course Agenda

    • Why are ?Client Credit Damages? important? The ability to identify and assess a client?s credit damages can increase the value of a damage demand significantly in litigation matters.
    • Statutes: In California, the applicable statute is California Code of Civil Procedure Section 3333. Other states may have similar statutes.
    • When do Credit Damage and Loss of Credit Reputation Occur? Definition: Credit damage and loss of credit reputation can occur when misconduct by a third party results in negative information appearing on a credit report that leads to an individual or business to lose access to credit that was available prior to the damage.
    • Typical LossesInvolved: This damage can result in increased out-of-pocket costs, loss of credit capacity and loss of credit expectancy (the inability to obtain any new credit or new credit at the same interest rate category as pre-injury).
      • Examples of Credit Damage and Loss of Credit Reputation.
      • Typical cases where Credit Damage May Apply:
      • Personal injury
      • Improper real estate transactions
      • Identity theft
      • Breach of contract
      • Fraud
      • Malpractice (i.e., legal, medical)
      • Mortgage delinquency/modification programs
      • Health insurance coverage rescission
      • Contested divorce
      • Partnership disputes
    • Complaints from Clients: Examples and How to Increase Awareness of Attorneys to Credit Damage
    • Example: Property Owner?s Insurance Claim Ignored by Insurer
    • Example: Contested Divorce
    • Credit Reputation Damage As a Special Injury: Case Law
    • Need to Include Credit Reputation Damage in Damage Demands
    • Typical Indicators
    • Assessing Credit Damage Demand
    • Questions to ask clients. Consumer Credit Reports.
    • What Can Be Used in Court?
    • What Subscriber Credit Reports Reveal
    • Measuring Credit Reputation Damages
    • Conclusion: As credit reputation damages become more common, courts are rejecting the defense?s "subjective" argument and allowing credit reputation damage as a general or special injury. Attorneys should undertake a credit damage investigation whenever a significant monetary loss appears to have occurred.
    • Review: Questions and Answers

    Course Credit per State


    AL - On-Demand: 1.0 Credits
    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    CO - General: 1.2 Credits
    CT - General: 1.0 Credits
    FL - General: 1.0 Credits
    GA - Self Study: 1.0 Credits
    IL - General: 1.0 Credits
    NC - General: 1.0 Credits
    NH - General: 1.0 Credits
    NJ - General: 1.2 Credits
    NY - General: 1.0 Credits
    TN - General: 1.0 Credits
    TX - General: 1.0 Credits
    UT - Self Study: 1.0 Credits
    WA - General: 1.0 Credits
    WI - On-Demand: 1.0 Credits
    WV - General: 1.2 Credits

    Course Presenter(s)

    Georg Finder

    Georg Finder, an Orange County, CA Independent Credit Evaluator (ICE), is an expert on credit reporting violations and credit damage measurement. He has more than 20 years of experience evaluating credit reports and has appeared as an expert witness for both plaintiff and defense. He is an expert on credit report issues and credit reputation damage compensation and teaches a certified Credit Damages Assessor (CDA) program through the Financial Education Academy.

    James Ellis Arden

    James Ellis Arden is an attorney in California who on litigation and appeals involving civil procedure and attorney malpractice issues. He is rated AV-preeminent by Martindale-Hubbell. Arden writes andlectures on legal practice, technology, and ethics. He authors the ?TechnoEthics? column in GPSOLO magazine, published by the ABA General Practice, Solo and Small Firm Division. Arden is a member of the Association of Professional Responsibility Lawyers (APRL), the Professional Responsibility and Ethics Committee (PREC) of the Los Angeles County Bar Association, and the California State Bar Committee on Professional Liability Insurance (COPLI). In the olden days, he studied psychology and computer programming.

      Course Price:
    $19.99
     
     

    Depositions

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    Depositions Details


    Price:
    $24.99

    Course Description

    In this course, attorney David Graulich will cover the basics of depositions in civil litigations. David is a plaintiff's attorney himself, but will discuss depositions from both the plaintiff's and the defense attorney's side. By the end of this session, attorneys who have never been involved in a deposition, as well as those who have, should be able to leave with some useful tools for future depositions.

    Course Agenda

    1. Preliminaries
    • Purpose of the Deposition
    • Who Will Be Present
    • When to Depose
    • Where to Depose
    2. Going on the Record
    • Preliminary Matters
    • Stipulations
    • Introduction
    3. Style of Questioning
    • Using an Assistant
    • Documents
    • Cross-examination
    4. Coping with Objections and Other Problems
    • Form of the Question
    • Privilege/Protected Work Product
    • Motion to Compel
    5. When Your Side Is Deposed
    • Defending Attorney Role
    • Preparing the Deponent
    • Making Objections
    • Maintaining Contact
    • Asking Questions

      Course Credit per State


      AL - On-Demand: 1.4 Credits
      AZ - General: 1.5 Credits
      CA - General: 1.5 Credits
      CO - General: 1.62 Credits
      CT - General: 1.25 Credits
      FL - General: 1.5 Credits
      IL - General: 1.25 Credits
      MO - Self Study: 1.5 Credits
      NC - General: 1.25 Credits
      NH - General: 1.35 Credits
      NJ - General: 1.6 Credits
      NY - General: 1.5 Credits
      PA - Distance Learning: 1.5 Credits
      TX - General: 1.5 Credits
      UT - Self Study: 1.0 Credits
      VA - General: 1.5 Credits
      WA - General: 1.25 Credits
      WV - General: 1.62 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:
    $24.99
     
     

    Diversity in the Legal Profession

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    Diversity in the Legal Profession Details


    Price:
    $19.99

    Course Description

    While awareness of the need for support for diversity among law firms continues to increase, the goal of proportionate inclusion for people of diverse ethnicity and women remains substantially unfulfilled. Members of historically underrepresented groups remain seriously disadvantaged in both training and work environments. In this program attorney Steven A. Nielsen discusses the gap between efforts to increase diversity and inclusion in the legal profession and the less than satisfactory results as documented in current statistical data. He offers his thoughts on how the profession can first recognize the root causes that contribute to a lack of diversity and how, with this knowledge, firms can implement practical policies of inclusion to provide a way forward to increase racial and gender diversity.

    Course Agenda

    • What does the current literature tell us?
    • Pressure for Law School Ranking Hurts Women
    • Both Law and Medicine have Diversity Problems
    • Getting into Law School
    • Making a Living as a Lawyer
    • Covering the Bases of D and I
    • A Broader Definition of Diversity
    • 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 frim considered success?
    • Crossover Subjects
    • Bias - A Proposed Big Picture View
    • A Proposed Big Picture Approach
    • What is Bias?
    • Mechanical Bias
    • Group Bias
    • What is Discrimination?
    • 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 Skilled Mediator Example
    • Bias in Action
    • Can we learn to withhold judgment?
    • Question Everything

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    FL - General: 1.25 Credits
    IL - Diversity and Inclusion: 1.0 Credits
    NH - General: 1.05 Credits
    NY - Diversity and Inclusion: 1.0 Credits
    OH - Attorney Conduct: 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
     
     

    Drafting Software Development Agreements

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    Drafting Software Development Agreements Details


    Price:
    $19.99

    Course Description

    This session provides an overview of the practice of drafting and negotiating software development agreements. Topics to be covered include: pros and cons of waterfall vs. agile approaches to software development; myths of SDAs; SDA clauses of interest; term definitions; warranties; intellectual property concerns; breach of contracts and possible remedies; negotiation styles; negotiation tips for SDA?s; and a list of resources for future reference, including SDA examples and checklists.

    Course Agenda

    • Software Development
    • Waterfall vs. Agile Software Development
    • Agreement Components
    • The Software Development Agreement (SDA)
    • Myths of SDA?s
    • Contract Requirements
    • SDA Clauses of Interest
    • Points of Interest
      • Definitions
      • Pricing/Payment
      • Exclusivity Clauses
      • Disclosure/Confidentiality Requirements
      • Security Clauses
      • Indemnity Clauses
      • Assignments
      • Termination
      • State Law Jurisdiction
      • Warranties
      • Insurance
      • IP Issues
      • Make it present tense ?hereby assigns? not future tense
      • ?Work for hire? language is ineffective without a specific transfer of the copyrights
      • Sublicensing, Transferability
      • What about a merger? Can that breach non-assignment provisions?
      • In US: each joint copyright owner may commercialize a copyrighted work WITHOUT their joint owner?s consent, but must account for licensing royalties and may not destroy the value of the work.
      • Address this in your SDA.
      • IP Issues
      • Software Escrow
      • Breach of Contracts
      • Remedies
      • Negotiating Tips

      Course Credit per State


      AL - On-Demand: 1.3 Credits
      AZ - General: 1.25 Credits
      CA - General: 1.0 Credits
      CO - General: 1.2 Credits
      CT - General: 1.5 Credits
      FL - General: 1.5 Credits
      GA - Self Study: 1.3 Credits
      IL - General: 1.25 Credits
      MO - Self Study: 1.5 Credits
      MS - General: 1.3 Credits
      NH - General: 1.31 Credits
      NJ - General: 1.2 Credits
      NY - General: 1.5 Credits
      SC - General: 1.31 Credits
      TN - General: 1.32 Credits
      TX - General: 1.25 Credits
      UT - Self Study: 1.0 Credits
      WA - General: 1.25 Credits
      WI - On-Demand: 1.5 Credits
      WV - General: 1.58 Credits

      Course Presenter(s)

      Deborah Gonzalez

      Deborah Gonzalez, Esq. is the founder of Law2sm, LLC, a new legal consulting firm focusing on helping its clients navigate the legal issues relating to the new digital and social media world.

      Deborah graduated from New York Law School. Following graduation, she built a successful boutique practice in New York City, focusing on the arts, music and entertainment scene. In 2007, Deborah relocated to Georgia where she was employed by the University System of Georgia. In 2008 she was granted reciprocity to practice law in Georgia.

      Deborah's practice has taken her from an inner-city arts community center in NYC to a sidewalk café in Eastern Europe; from preparing programs for diplomats in the EU to assisting medical missions with refugee communities in Thailand; from protecting against music piracy in the US to protecting against bio-piracy in South America. And now it is transporting her beyond the Internet to the social space where the physical and digital dimensions of her clients co-exist and where she can leverage her legal expertise to their benefit.

      Deborah enjoys engaging with those around her - so social media is a natural fit. But it is her skill in being able to connect the dots to understand the next big paradigm shift in global communication and legal application that makes her a leader in social media law. Deborah serves as Chair of the GA Bar Association's Annual Program on Social Media and the Law and serves as a social media legal liaison for social media marketing companies and their clients (such as Chick-fil-A and Nestle). In addition, Deborah speaks on the legal issues relating to intellectual property; art, music, and digital entertainment law; and social media legal trends and practices in various venues throughout the United States and abroad.

      Course Price:
    $19.99
     
     

    Effective Use of Experts in Litigation

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    Effective Use of Experts in Litigation Details


    Price:
    $24.99

    Course Description

    As a college lecturer for 27 years and an economic consultant to attorneys for 25 years, George A. Jouganatos, Ph.D. discusses the effective use of an expert from the point of view of the expert. His experience includes a wide variety of cases in employment, personal injury, wrongful death and commercial matters.

    The topics discussed include selection and timing of engagement, ethics for experts, identifying experts, selection criteria, fees, and preparing for testimony.

    Course Agenda

    Course Credit per State


    AZ - General: 1.5 Credits
    CA - General: 1.5 Credits
    CO - General: 1.7 Credits
    CT - General: 1.0 Credits
    IL - General: 1.25 Credits
    KS - General: 1.5 Credits
    NH - General: 1.5 Credits
    NJ - General: 1.7 Credits
    NY - General: 1.5 Credits
    OH - Self Study: 1.5 Credits
    PA - Distance Learning: 1.0 Credits
    SC - General: 1.41 Credits
    TX - General: 1.5 Credits
    UT - Self Study: 1.0 Credits
    VA - General: 1.5 Credits

    Course Presenter(s)

    George Jouganatos

    George A. Jouganatos has been a professor of economics for over 17 years. He has taught economics, finance, and quantitative analysis at University of California, Davis, University of California, Santa Cruz, California State University, Sacramento, and California State University, Hayward. He has published and engaged in seminars in the fields of the economics of development, political economy, economic history, environmental economics, public policy, and economic modeling and forecasting.

    Dr. Jouganatos conducted research at the University of Athens and the Center of Economic Research and Planning in Athens, Greece where he conferred with many of the nation''s top economists and political officials. The fruit of the research resulted in a seminal book on the development of the Greek economy. His work on the Greek economy has been cited numerous times. He also engaged in research at the Institute of Development Studies, University of Sussex.

    He works as a consulting economist providing economic and statistical analysis for the private and public sectors since 1991. He has written many economic impact, efficiency, cost, and feasibility studies. He has designed economic models, strategic plans, and performance measures. Dr. Jouganatos serves as an expert witness for cases involving personal Injury, wrongful death, wrongful termination, housing discrimination, employment discrimination, economic loss, business valuations, public finance, and breach of contracts. He has consulted and given testimony for numerous attorneys in California as well as in Nevada, Iowa, Montana, Hawaii and New York.

    His selected clients include California Department of Boating and Waterways, California Resources Agency, California Attorney General, California Department of Finance, California Department of Education, California Department of Transportation, California Department of Justice, California Department of Corrections. Governor''s Office of Planning and Research, City of San Francisco, Harcourt Brace, State Farm Insurance, General American Investments, Individual Rights Foundation, Allied Electric Motor, Bank of New York, and numerous law firms.

    Dr. Jouganatos has advised California State Assembly and Congressional candidates on economic issues and policies. He was asked to review economic platforms of United States Senate and California gubernatorial candidates. On several occasions he has provided brief commentaries on economic events and issues for television and radio.

    In 2000, he was awarded a Faculty Research Fellows Grant from the Center of California Studies, California State University, Sacramento to analyze state land holdings for the Governor''s Office of Planning and Research.

    He received a Ph.D. in economics from the University of California at Riverside.

      Course Price:
    $24.99
     
     

    Effective Workplace Policies and Handbooks

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    Effective Workplace Policies and Handbooks Details


    Price:
    $19.99

    Course Description

    Policies and Handbooks allow employers to establish guidelines and expectations. When properly drafted these policies are beneficial to both employers and employees, and prevent potential problems. Thomas Lenz discusses a wide range of issues, from the obvious, "do you have written workplace policies" to, are they understandable? In many work environments this requires the policies to be in multiple languages, and some policies are required by law.

    Mr. Lenz reviews "at will" employment and numerous hot button issues such as cellular phone usage, electronic communications and social media, and the rules which cover employees' personal use of these technologies, both in and out of the workplace. He reviews harassment policies and general rules regarding proper calculation of hours of work, meal and rest periods and standards of conduct rules. Effective policies allow management flexibility and help create a workplace where Everybody Wins!

    Course Agenda

    • Do You Have Written Workplace Policies?
    • Big Questions Can Arise When Policies Don?t Reflect Reality
    • Policies and Handbooks Allow Employers to Establish Guidelines & Expectations
    • Some Policies are Required by Law
    • At-Will
    • Acknowledgment of At-Will
    • Acknowledgment of Receipt
    • Bulletin Boards
    • Cellular Telephone Policy
    • Confidentiality
    • Electronic Communications & Social Media
    • EEO (17 Classifications)
    • Harassment Policy
    • Hours of Work
    • Introductory Period
    • Meal & Rest Periods
    • In Closing
    • Jury Duty
    • Leaves of Absence
    • Management Rights
    • Open Door
    • Overtime
    • Recovery Periods
    • Security
    • Sick Leave/PTO
    • Solicitation/Distribution
    • Standards of Conduct Rules
    • Time Cards
    • Vacation
    • Workplace Violence
    • You Should Consider Whether Your Policies and Handbook Reflect:
    • Make Sure that what You Practice is what You Preach
    • Caveat

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    IL - General: 1.0 Credits
    NH - General: 1.0 Credits
    NY - General: 1.0 Credits
    OH - Self Study: 1.25 Credits
    TX - General: 1.0 Credits
    VA - General: 1.0 Credits

    Course Presenter(s)

    Thomas A. Lenz
    Experience

    Thomas Lenz is a senior partner handling all aspects of labor and employment law issues from the firm's Cerritos and Pasadena offices. He heads the firm's traditional labor and National Labor Relations Board practice. He works with employers in all major industries across California and the West. He currently services on the Executive Committee of the Labor and Employment Section for the State Bar of California. Tom began his law practice with the National Labor Relations Board, Region 21, in Los Angeles, where he investigated and tried unfair labor practice cases, ran workplace elections, and acted as an administrative hearing officer. Tom was assigned difficult cases, including numerous charges involving SEIU's Justice for Janitors campaign activity throughout Los Angeles, and the majority of his cases required work in the Spanish language. He received a formal commendation for his performance from the Agency's General Counsel.

    Education

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

    Memberships

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

    Awards and Recognitions

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

      Course Price:
    $19.99
     
     

    Got a Handle on Employee Leaves of Absence

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    Got a Handle on Employee Leaves of Absence Details


    Price:
    $19.99

    Course Description

    Jason A. Geller, Managing Partner of Fisher & Phillips' San Francisco office, addresses recent requirements for employer compliance with updated regulations under the California Family Rights Act (CFRA) and significant distinctions between CFRA and the Federal Family and Medical Leave Act (FMLA). Because these laws are quite similar in many respects, the description of an employer and employee's duties under CFRA will parallel those under the FMLA. Jason also addresses practical challenges faced by the parties in complying with these laws and suggested policies and practices to ensure compliance.

    Course Agenda

    • Introduction
    • Review of rise of leave rights generally
    • The basic requirements under CFRA/FMLA
    • Distinctions between FMLA and CFRA
    • Important changes to CFRA regulations
    • Suggested changes to leave policies and practices

    Course Credit per State


    AL - On-Demand: 1.0 Credits
    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    CO - General: 1.32 Credits
    CT - General: 1.0 Credits
    FL - General: 1.0 Credits
    GA - Self Study: 1.0 Credits
    IL - General: 1.0 Credits
    MO - Self Study: 1.2 Credits
    NH - General: 1.0 Credits
    NJ - General: 1.2 Credits
    NY - General: 1.0 Credits
    TN - General: 1.0 Credits
    TX - General: 1.0 Credits
    WA - General: 1.0 Credits
    WI - On-Demand: 1.0 Credits
    WV - General: 1.2 Credits

    Course Presenter(s)

    Jason A. Geller

    Jason A. Geller is the Managing Partner of Fisher & Phillips? San Francisco office. Fisher & Phillips is one of the largest U.S. law firms representing management exclusively in the areas of labor, employment, civil rights, employee benefits, and immigration law. The firm has 31 offices with 300 attorneys.

    Jason represents employers in all facets of employment law matters. He has considerable experience defending employers in litigation involving claims under the Family and Medical Leave Act (FMLA), the California Family Rights Act (CFRA), the Age Discrimination in Employment Act (ADEA), the California Fair Employment and Housing Act (FEHA) and California wage and hour laws. Jason has also defended employers against whistleblowing and retaliation claims, including claims under the California Whistleblower Act, the False Claims Act and various provisions of The California Labor Code.

    Jason has extensive experience defending employers in Federal and State courts, as well as in investigations by the Equal Employment Opportunity Commission (EEOC), the DFEH, United States Department of Labor (DOL) and the National Labor Relations Board (NLRB).

    In addition to defending his clients in litigation, Jason frequently counsels employers to assist them in avoiding litigation. He regularly advises clients on leave management issues and the interactive process for employees with disabilities, reinstatement obligations under various leave laws and wage and hour compliance. Jason has prepared employee handbooks and a variety of agreements, including independent contractor, employment, confidentiality and trade secrets agreements.

    His clients are involved in a variety of industries, including assisted living, independent living facilities, construction, manufacturing, engineering, architecture, professional services, agriculture, technology, retail and restaurant industries.

    Jason was included in Northern California Super Lawyers in 2015.

    Professional Activities
    • Board Member, Northern California Human Resources Association - East Bay Chapter
    • Member, Marin Human Resources Forum (1995-2000)
    • Member, Labor and Employment Section of the San Francisco Bar Association
    • Board Member & Legislative Co-chair, Employers' Advisory Council of the California Employment Development Department
    • Member, Labor and Employment Section of the State Bar of California
    • Member, Advisory Committee on Employment Law Jury Instructions of the Labor and Employment Section of the State Bar of California
      Course Price:
    $19.99
     
     

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

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    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)

      Course Price:
    $24.99
     
     

    How to Understand and Properly Value Client Assets

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    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)

      Course Price:
    $19.99
     
     

    Law Office Security

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    Law Office Security Details


    Price:
    $19.99

    Course Description

    Another day, another data breach. Data breaches have proliferated with amazing speed. Don't be lulled into thinking that law firms (large and small) aren't being attacked by hackers or suffering actual data breaches. With lawyers and law firms, however, who are constantly entrusted with highly sensitive information about their clients as a course of business, the need for effective data security is of even more critical importance. This course helps lawyers and law firms of today ensure that their clients' confidential data and intellectual property are secure.

    Course Agenda

    • Law Firm Data Security: Experts On How To Protect Legal Clients' Confidential Data
    • The "abysmal" state of law firm security
    • ABA - ETHICS
    • ISO 27001 - SECURITY STANDARDS
    • ISO 27001 & SSAE 16 certification published by the International Organization for Standardization (ISO) and the International Electro-technical Commission (IEC).
    • Reasonableness - LEGAL DUTY
    • Ethical issues of lawyers using the cloud
    • GDPR -EU General Data Protection Regulation 
    • ABA Preventing Law Firm Data Breaches
    • Top Practical Security Tips
    • FTC RECOMMENDATIONS
    • Data Minimization
    • Vendors
    • Document Destruction
    • Network Safeguards

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    IL - General: 1.0 Credits
    NH - General: 1.0 Credits
    NY - General: 1.0 Credits
    OH - Self Study: 1.0 Credits
    SC - General: 1.0 Credits
    TX - General: 1.0 Credits
    VA - General: 1.0 Credits

    Course Presenter(s)

    Albert Barsocchini
    Albert Barsocchini is an internationally recognized expert in e-Discovery (patent litigation), international and national privacy and protection, compliance, audit and corporate investigations. He writes and lectures frequently on these topics.
      Course Price:
    $19.99
     
     

    Leak-Driven Law

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    Leak-Driven Law Details


    Price:
    $24.99

    Course Description

    Over the past decade, a number of well-publicized data leaks have revealed the secret offshore holdings of high-net-worth individuals and multinational taxpayers, leading to a sea change in cross-border tax enforcement. Spurred by leaked data, tax authorities have prosecuted offshore tax cheats, attempted to recoup lost revenues, enacted new laws, and signed international agreements that promote "sunshine" and exchange of financial information between countries.

    The conventional wisdom is that data leaks enable tax authorities to detect and punish offshore tax evasion more effectively, and that leaks are therefore socially and economically beneficial. This Article argues, however, that the conventional wisdom is too simplistic. In addition to its clear benefits, leak-driven lawmaking carries distinctive risks, including the risk of agenda setting by third parties with specific interests and the risk associated with leaks' capacity to trigger non-rational responses. Even where leak-driven lawmaking is beneficial overall, it is important to appreciate its distinctive downside risks, in order to best design policy responses.

    This Article is the first to thoroughly examine both the important beneficial effects of tax leaks, and their risks. It provides suggestions and cautions for making and enforcing tax law, after a leak, in order to best tap into the benefits of leaks while managing their pitfalls.

    Course Agenda

    INTRODUCTION THE EMERGENCE OF TAX LEAKS
    • Understanding the Emergence of Tax Leaks
    • Seven Significant Leaks
    • Some Initial Observations
    THE BENEFITS AND RISKS OF TAX LEAKS
    • Cross-Border Tax Administration and Enforcement
    • The Benefits of Leaked Information
    • The Distinctive Risks of Tax Leaks
    LEAK-DRIVEN LAWMAKING IN THE REAL WORLD
    • Agenda Setters
    • The Messy Transmission of Leaked Data
    • Leak-Driven Laws
    LAW, AFTER THE LEAK
    • Suggestions for Optimal Leak-Driven Lawmaking
    • The Road Ahead: Three Open Questions

    Course Credit per State


    AZ - General: 1.5 Credits
    CA - General: 1.5 Credits
    FL - General: 1.5 Credits
    IL - General: 1.5 Credits
    NH - General: 1.6 Credits
    NY - General: 1.5 Credits
    TX - General: 1.5 Credits
    VA - General: 1.5 Credits

    Course Presenter(s)

      Course Price:
    $24.99
     
     

    Managing Data Privacy Risk for Life Science Companies

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    Managing Data Privacy Risk for Life Science Companies Details


    Price:
    $19.99

    Course Description

    Course Agenda

    Topics for Discussion
    • How and when HIPAA applies to Life Sciences Companies
    • Examples of current government agency enforcement of HIPAA and other privacy statutes that apply to life sciences
    • Safely and legally conducting data transfers from the EU to the U.S using the health data exception
    • The new EU General Data Protection Regulation (GDPR) and its impact on life sciences companies
    • Cybersecurity and the board of directors: fiduciary duties and governance

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    IL - General: 1.0 Credits
    NH - General: 1.0 Credits
    NY - General: 1.0 Credits
    TX - General: 1.0 Credits

    Course Presenter(s)

    Diana Maier

    Diana Maier is an employment and privacy law expert who founded The Law Offices of Diana Maier, PC, a San Francisco Bay Area company that provides exceptional customer service in privacy and employment law. Diana and her team advise companies on the legality of their workplace privacy and employment practices, litigate cases when needed, and conduct workplace investigations. Diana is certified in both European Union and US privacy laws and is a fluent Spanish-speaker.

    Diana attended Stanford Law School and graduated in 1998. She received a Bachelor of Science in Foreign Service, magna cum laude, from Georgetown University in 1992.

    Diana began her legal career as a Public Defender for Santa Clara County, where she spent each day in the courtroom defending misdemeanor, felony, and three strike cases. She enjoyed great success in winning trials for her clients and felt that she had found her ?calling? in life. But in 2003, Diana decided to transition to a career that was more sustainable for family life, and she began practicing employment law. She joined forces with the plaintiffs? employment law firm Bushnell, Caplan & Fielding, LLP, which later became Bushnell, Caplan, Fielding & Maier, LLP. Diana left the firm in 2008 in order to launch the Law Offices of Diana Maier and focus more on the defense side of employment work, particularly litigation preventative work.

    In early 2013, Diana began working as outsourced In-House Counsel for Labor and Employment and Privacy Law for Quantum Corporation in Silicon Valley. To handle this role more skillfully, Diana earned two privacy credentials, CIPP/US and CIPP/E, through the International Association of Privacy Professionals (IAPP). Diana?s CIPP/US and CIPP/E certifications represent her dedication to thoroughly understanding global privacy laws for the benefit her clients. By knowing and applying privacy and data protection laws and regulations in the United States and Europe, Diana is able to ensure privacy compliance on a global scale.

    Diana is a frequent speaker and writer on an enormous range of topics in employment and privacy law. She presents a quarterly public webinar (which can be found on her website under ?Lunchtime Legal Chats?) and also frequently speaks to the Marin County & San Francisco Bar Associations, as well as numerous non-attorney organizations. She has been published in The Recorder, the ABA Journal, and countless online publications, and she is often cited as an expert in news stories pertinent to employment and privacy law. You can find handouts from her presentations and articles featuring her at www.dianamaierlaw.com/resources. Diana is the former Chair of the Marin County Bar Association Labor and Employment section, and she serves as an advisor in the areas of employment law and privacy to Casetext, a legal start-up organization in Silicon Valley.

    Diana's legal hobbies are blogging on employment and privacy law issues and exploring the practice of compassionate law, the idea that lawyers can be problem solvers and healers of conflict rather than just combatants for hire. Diana especially enjoys serving on the Board and heading up the Fundraising Committee of OneJustice, a California based legal non-profit that provides legal services to marginalized populations who otherwise wouldn?t have access to an attorney.

    You can read Diana?s blog at www.dianamaierlaw.com/employment-and-privacy-law-blog-by-diana-maier/ and also read about her talented staff at www.dianamaierlaw.com/about/staff-bios/. Her email is diana@dianamaierlaw.com, and her phone number is 415-515-1707. In addition, you can find her on LinkedIn and on Twitter under @DianaMaierLaw, to name just a few social media sites where Diana likes to ?hang out? and talk law.

      Course Price:
    $19.99
     
     

    Public Health Data and the Law

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    Public Health Data and the Law Details


    Price:
    $19.99

    Course Description

    This presentation by Rachel L. Hulkower from CDC will address the legal principles framing the collection, use, and release of health data for public health activities, including issues such as privacy, confidentiality, HIPAA, and data use agreements.

    Course Agenda

    • Public Health Law Program
    • Privacy, Confidentiality, Security, and Authorization - Untangling the Legal Issues
    • Sources of Data - Disease Surveillance, Reporting, and the Law
    • Uses of Data - State Authority to Investigate and Control Disease Outbreaks
    • Disclosure of Data - Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule
    • Data Use Agreements

    Course Credit per State


    AZ - General: 1.25 Credits
    CA - General: 1.25 Credits
    FL - General: 1.25 Credits
    IL - General: 1.25 Credits
    ME - Self Study: 1.25 Credits
    NH - General: 1.25 Credits
    NY - General: 1.0 Credits
    TX - General: 1.25 Credits

    Course Presenter(s)

      Course Price:
    $19.99
     
     

    The Ethics of Aging Clients

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    The Ethics of Aging Clients Details


    Price:
    $19.99

    Course Description

    Learning Objectives After this course, attendees will be able to
    • Describe the reasons for concern over the issue of diminished capacity in older clients
    • Understand the differences among testamentary, contractual and financial capacity for decision making in their clients
    • Identify the nine domains of financial capacity
    • Describe criteria for a lawyer to use in assessing a client's capacity for decisions
    • State generally how to assess an aging client's basic abilities that demonstrate capacity for decisions
    • Identify alternatives to guardianship or conservatorship for clients as the least restrictive choices
    • Understand the lawyer's role in financial elder abuse prevention and ethical choices in whether to report abuse
    • Consider options when using mediation of elder related issues.

    Course Agenda

    1. Introduction- why are we talking about this? 2. Ethical concerns with older clients, the risks to lawyers 3. The continuum of decisional capacity
    • Testamentary
    • Contractual
    • Financial
    4. The Complexities of Financial Capacity
    • Nine domains or areas needed to have capacity
    5. How do you determine a client's capacity?
    • Criteria every lawyer should use
    6. The impaired client
    • Using surrogates
    • Considerations
    • Reasoning, appreciation, consistency
    7. Least restrictive alternatives for your client 8. Ethical choices when a client is impaired
    • Dangers for the client with your choices
    9. Financial elder abuse
    • Extent of the problem
    • The lawyer's role in prevention
    • Report abuse or not?
    10. Ethical concerns in mediation of elder-related issues
    • Illustration
    11. Summary

    Course Credit per State


    AL - Ethics: 1.0 Credits
    AZ - Ethics: 1.0 Credits
    CA - Ethics: 1.0 Credits
    CT - Ethics: 1.0 Credits
    FL - Ethics: 1.0 Credits
    GA - Ethics: 1.0 Credits
    IL - Professional Responsibility: 1.0 Credits
    ME - Professional Responsibility: 1.0 Credits
    NH - Ethics: 1.0 Credits
    NJ - Ethics: 1.2 Credits
    NY - Ethics: 1.0 Credits
    PA - Ethics: 1.0 Credits
    TX - Ethics: 1.0 Credits
    UT - Ethics: 1.0 Credits
    WA - Ethics: 1.0 Credits
    WV - Ethics: 1.22 Credits

    Course Presenter(s)

    Carolyn Rosenblatt

    Carolyn Rosenblatt is an attorney and mediator with over 45 years of experience in her combined professions. Together with her co-presenter and husband, geriatric psychologist Dr. Mikol Davis, she founded AgingParents.com, a resource for families, and AgingInvestor.com offering training about aging issues for professionals. She is a consultant in aging and mediator and has been quoted in the Wall Street Journal, the New York Times, Reuters, NextAvenue, Bankrate, ThinkAdvisor, Financial Planning, AARP, the National Safety Council journal and many other sources. Ms. Rosenblatt blogs at Aging Parents on Forbes.com. She is the author of The Family Guide to Aging Parents, ABA's Working with Aging Clients: A Guide for Lawyers, Business and Financial Professionals and Succeed With Senior Clients, A Financial Advisor's Guide to Best Practices. For more information, visit www.agingparents.com and http://www.aginginvestor.com.

    Dr. Mikol Davis

    Dr. Mikol Davis has over 40 years of clinical experience in mental health. He frequently assesses capacity for decision making in aging adults. He continues to provide direct mental health services. Dr. Davis creates many online courses and products to assist with understanding aging issues and has extensive experience in treating anxiety and depression for persons of all ages. He has a special focus on geriatrics. He is a mediator of family conflicts with issues about elders. He volunteers as a settlement panelist for Marin County Courts in high conflict family matters. Dr. Davis and his co-presenter Ms. Rosenblatt, share a passion for elder abuse prevention. He co-authored Succeed With Senior Clients, A Financial Advisor's Guide to Best Practices He and Ms. Rosenblatt have been married for 34 years. For more information, visit www.agingparents.com and http://www.aginginvestor.com.

      Course Price:
    $19.99
     
     

    The Five Fundamentals of Federal Employment Law

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    The Five Fundamentals of Federal Employment Law Details


    Price:
    $24.99

    Course Description

    In this course, attorney David Graulich will cover the five fundamentals of employment law. He begins by discussing title 7 of the Civil Rights Act, which basically begins the modern era of employment law. He will then will move on to cover at will employment, who is an employee? (employee vs. independent contractor), exempt or non-exempt? and the large area of leaves of absence law under the federal venue.

    Course Agenda

    1. Title 7 of the Civil Rights Act
    • Begins the modern era of employment law
    • First major move into regulating the private workplace
    • Race and gender discrimination
    • Equal Employment Opportunity Commission & right to sue letters
    • Griggs v Duke Power Co, 401 US 424 (1971)
    • EEOC v Abercrombie & Fitch
    • Shifting burdens in litigation
    2. At Will Employment 3. Who Is an Employee?
    • Employee vs Independent Contractor
    • Common law agency test
    • Economic realities test
    • IRS rules & case law
    • Employment laws only protect employees
    4. Exempt or Non-Exempt?
    • Why is this important
    • Brain vs Muscle framework
    • 50% rule ? exempt vs non-exempt tasks
      5. Leaves of Absence Law
      • Family medical leave act
      • Sexual harassment in the workplace

      Course Credit per State


      AL - On-Demand: 1.3 Credits
      AZ - General: 1.25 Credits
      CA - General: 1.25 Credits
      CT - General: 1.25 Credits
      FL - General: 1.0 Credits
      IL - General: 1.25 Credits
      NC - General: 1.25 Credits
      NH - General: 1.28 Credits
      NJ - General: 1.5 Credits
      NY - General: 1.5 Credits
      PA - Distance Learning: 1.5 Credits
      SC - General: 1.28 Credits
      TN - General: 1.28 Credits
      TX - General: 1.25 Credits
      UT - Self Study: 1.0 Credits
      VA - General: 1.5 Credits
      WA - General: 1.25 Credits
      WI - On-Demand: 1.5 Credits
      WV - General: 1.54 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:
    $24.99
     
     

    Workplace Investigations 101

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    Workplace Investigations 101 Details


    Price:
    $19.99

    Course Description

    In any kind of business, there is a chance that employers will be required to investigate one or more employees at some point for allegations of misconduct such as discrimination or sexual harassment. A properly conducted workplace investigation is not only legally required but can also go a long way in protecting companies and mitigating risks for future problems.

    In this webinar, Marin County, California attorneys Diana Maier and Beth Arnese go over the key things to know about workplace investigations so that you can garner the maximum legal protection such investigations may provide.

    Topics addressed include when to investigate, how to prepare for an investigation, how to interview witnesses, how to prepare a written report, what to do after the investigation, and overall best practices for investigations.

    Course Agenda

    • Why Do You Have to Investigate?
    • What Triggers the Duty To Investigate?
    • Benefits of An Investigation (Under California Law)
    • Benefits of An Investigation (Under Federal Law)
    • What Happens If You Don?t Investigate?
    • Attorneys as Investigators
    • Internal Personnel as Investigators
    • Ethical Issues to Understand
    • Privacy Issues
    • Before The Investigation: Preparation
    • Admonitions to The People You?re Interviewing
    • Interviews
    • How to Effectively Interview
    • How to Effectively Interview, Cont.
    • Where to Conduct the Interviews
    • Note-Taking During Interviews
    • Witness Statements
    • Steps to Take After Interviews Are Done
    • When Do You Want a Written Report?
    • Drafting The Report
    • Corrective Action Following the Investigation
    • Some Considerations (If Discrimination or Harassment Took Place)
    • Investigation Best Practices

    Course Credit per State


    AL - On-Demand: 1.0 Credits
    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    CO - General: 1.2 Credits
    CT - General: 1.0 Credits
    FL - General: 1.0 Credits
    GA - Self Study: 1.0 Credits
    IL - General: 1.0 Credits
    NH - General: 1.0 Credits
    NJ - General: 1.0 Credits
    NY - General: 1.0 Credits
    TN - General: 1.0 Credits
    TX - General: 1.0 Credits
    WA - General: 1.0 Credits
    WI - On-Demand: 1.0 Credits
    WV - General: 1.2 Credits

    Course Presenter(s)

    Diana Maier

    Diana Maier is an employment and privacy law expert who founded The Law Offices of Diana Maier, PC, a San Francisco Bay Area company that provides exceptional customer service in privacy and employment law. Diana and her team advise companies on the legality of their workplace privacy and employment practices, litigate cases when needed, and conduct workplace investigations. Diana is certified in both European Union and US privacy laws and is a fluent Spanish-speaker.

    Diana attended Stanford Law School and graduated in 1998. She received a Bachelor of Science in Foreign Service, magna cum laude, from Georgetown University in 1992.

    Diana began her legal career as a Public Defender for Santa Clara County, where she spent each day in the courtroom defending misdemeanor, felony, and three strike cases. She enjoyed great success in winning trials for her clients and felt that she had found her ?calling? in life. But in 2003, Diana decided to transition to a career that was more sustainable for family life, and she began practicing employment law. She joined forces with the plaintiffs? employment law firm Bushnell, Caplan & Fielding, LLP, which later became Bushnell, Caplan, Fielding & Maier, LLP. Diana left the firm in 2008 in order to launch the Law Offices of Diana Maier and focus more on the defense side of employment work, particularly litigation preventative work.

    In early 2013, Diana began working as outsourced In-House Counsel for Labor and Employment and Privacy Law for Quantum Corporation in Silicon Valley. To handle this role more skillfully, Diana earned two privacy credentials, CIPP/US and CIPP/E, through the International Association of Privacy Professionals (IAPP). Diana?s CIPP/US and CIPP/E certifications represent her dedication to thoroughly understanding global privacy laws for the benefit her clients. By knowing and applying privacy and data protection laws and regulations in the United States and Europe, Diana is able to ensure privacy compliance on a global scale.

    Diana is a frequent speaker and writer on an enormous range of topics in employment and privacy law. She presents a quarterly public webinar (which can be found on her website under ?Lunchtime Legal Chats?) and also frequently speaks to the Marin County & San Francisco Bar Associations, as well as numerous non-attorney organizations. She has been published in The Recorder, the ABA Journal, and countless online publications, and she is often cited as an expert in news stories pertinent to employment and privacy law. You can find handouts from her presentations and articles featuring her at www.dianamaierlaw.com/resources. Diana is the former Chair of the Marin County Bar Association Labor and Employment section, and she serves as an advisor in the areas of employment law and privacy to Casetext, a legal start-up organization in Silicon Valley.

    Diana's legal hobbies are blogging on employment and privacy law issues and exploring the practice of compassionate law, the idea that lawyers can be problem solvers and healers of conflict rather than just combatants for hire. Diana especially enjoys serving on the Board and heading up the Fundraising Committee of OneJustice, a California based legal non-profit that provides legal services to marginalized populations who otherwise wouldn?t have access to an attorney.

    You can read Diana?s blog at www.dianamaierlaw.com/employment-and-privacy-law-blog-by-diana-maier/ and also read about her talented staff at www.dianamaierlaw.com/about/staff-bios/. Her email is diana@dianamaierlaw.com, and her phone number is 415-515-1707. In addition, you can find her on LinkedIn and on Twitter under @DianaMaierLaw, to name just a few social media sites where Diana likes to ?hang out? and talk law.

    Beth Arnese

    Beth Arnese received her J.D. from UCLA Law School in 2005. She practiced law for over 10 years, at both large firms and for the public sector, before joining the Law Offices of Diana Maier in 2016. She specializes in litigation as well as employment and privacy law. Beth also conducts workplace investigations.

      Course Price:
    $19.99
     


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