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Utah CLE and MCLE Courses

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

If you are new to MCLEZ, try a course for free before you make your purchase with our Free CLE program. To easily fulfill all of your allowable self-Study CLE hours, see our Utah Bundles page under State CLE Bundles.

MCLEZ provides continuing legal education activities which have been individually pre-approved by the Utah Supreme Court Board of Continuing Legal Education.

Utah Supreme Court Board of CLE phone # 801-531-9077

Utah CLE Course Catalog

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10 Legal Considerations for Starting and Running a Medical Practice

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10 Legal Considerations for Starting and Running a Medical Practice Details


Price:
$19.99

Course Description

In this fast-paced and highly informative program, the speakers address core issues with which attorneys who may be involved with medical practitioners must be familiar. These include how to help limit liability exposure, choice of business entity, supervision issues, compensation, Contracts 101 (HR and more), Intellectual Property, legal issues regarding marketing and how to avoid and/or best resolve disputes with patients. Also discussed are recommended asset protection and estate planning strategies and common asset protection mistakes which medical professionals need to be aware of and avoid.

Course Agenda

  • Limiting Your Liability
  • Supervision Issues
  • Compensation
  • Contracts 101
  • Intellectual Property
  • Marketing Legal Issues
  • How to Avoid Disputes

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - General: 1.05 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part III

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ABA Professional Responsibility Client-Lawyer Guidelines Part III Details


Price:
$19.99

Course Description

This class is the third 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 IV (Transactions with Persons other than Clients) and Rule V (Law Firms and Associations). Among the topics covered: Truthfulness in Statements to Others; Communication with Persons Other Than Clients; Dealing with Unrepresented Persons; Respect for the Rights of Third Persons, and Responsibilities of Partners, Managers and Supervisory Lawyers. 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

Course Credit per State


AL - Ethics: 1.1 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
KY - Ethics: 1.0 Credits
ME - Professional Responsibility: 1.0 Credits
NC - Professional Responsibility: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.4 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.13 Credits
TN - Dual: 1.13 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

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

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part IV

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ABA Professional Responsibility Client-Lawyer Guidelines Part IV Details


Price:
$19.99

Course Description

This class is the fourth in a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Rule VII (Information about Legal Services). Among the topics covered: Communication Concerning a Lawyer's Services, Communications Concerning a Lawyer's Services: Specific Rules, Solicitation of Clients and Political Contributions to Obtain Legal Engagements or Appointments by Judges. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

  • ABA Ethics Guidelines Context
  • Rules Overview
  • Rule 7.1 Communication Concerning a Lawyer's Services
  • Rule 7.2 Communications Concerning a Lawyer's Services: Specific Rules
  • Rule 7.3 Solicitation of Clients
  • Rule 7.6 Political Contributions to Obtain Legal Engagements or Appointments by Judges
  • Conclusion

Course Credit per State


AL - Ethics: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Professionalism: 1.0 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
KY - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.03 Credits
TN - Dual: 1.03 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

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

  Course Price:
$19.99
 
 

ABA Professional Responsibility Client-Lawyer Guidelines Part V

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ABA Professional Responsibility Client-Lawyer Guidelines Part V Details


Price:
$19.99

Course Description

This class is part of a special MCLEZ series on The Rules of Professional Conduct. The Rules, written by the American Bar Association, are "the gold standard" when making critical decisions about ethics, compliance and best practice. The ABA Rules have been adapted by most state bars for the benefit and guidance of their members. In addition, the Rules are an authority across the U.S. during attorney disciplinary hearings and fee dispute arbitrations. In this class, David Graulich, Esq. examines Section VIII (Maintaining the Integrity of the Profession). Among the topics covered: Bar Admission and Disciplinary Matters, Judicial and Legal Officials, Reporting Professional Misconduct, Misconduct and Disciplinary Authority; Choice of Law. Graulich illustrates the ABA rules with citations from actual cases as well as personal anecdotes from his experiences as a plaintiff's employment lawyer in Northern California.

Course Agenda

  • Rules Overview ? Maintaining the Integrity of the Profession
  • Rule 8.1 - Bar Admission and Disciplinary Matters
  • Rule 8.2 - Judicial and Legal Officials
  • Rule 8.3 - Reporting Professional Misconduct
  • Rule 8.4 - Misconduct
  • Rule 8.5 - Disciplinary Authority; Choice of Law
  • Further Reading

Course Credit per State


AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Ethics: 1.2 Credits
GA - Ethics: 1.0 Credits
IL - Professional Responsibility: 1.0 Credits
IN - Ethics: 1.0 Credits
KY - Ethics: 1.0 Credits
NH - Ethics: 1.0 Credits
NJ - Ethics: 1.2 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.0 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits
VA - Ethics: 1.0 Credits

Course Presenter(s)

David Graulich, Esq.

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

  Course Price:
$19.99
 
 

Advances in Technology: Protecting the Truth

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Advances in Technology: Protecting the Truth Details


Price:
$19.99

Course Description

With Deepfake videos the ability to manipulate audio, video and images has created a fundamental trust problem and is a major corporate threat. Soon, we literally might not be able to believe our own eyes or ears when trying to detect and deter corporate fraud, for example disgruntled employees creating fake clips of their supervisor or co-employee to undermine them or get them fired, or changing a voicemail recording of what a person said to support a false claim. Additionally, so called "pump and dump" schemes use a combination of fake audios and videos to quickly spread corporate misinformation to impact high-frequency trading algorithms that rely on digital information to make investment calls. In the courtroom sophisticated AI generated images has raised issues related to legal challenges to digital evidence based on authenticity, with similar problems in e-discovery. Of course, the cultural and political ramifications, and privacy and social media concerns about deepfake videos becomes more evident every day.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
MO - Self Study: 1.2 Credits
NH - Ethics: 1.0 Credits
NJ - General: 1.2 Credits
NV - Ethics: 1.0 Credits
NY - Ethics: 1.0 Credits
TN - Dual: 0.98 Credits
TX - Ethics: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Albert Barsocchini
ALBERT BARSOCCHINI, Esq. is an internationally recognized expert and thought leader in discovery, information governance and digital investigations. He is a past chair of the California State Bar's Law Practice Management & Technology Section. Mr. Barsocchini has over ten years of experience as a first-chair trial attorney and is a California State Bar Special Master and Certified E-discovery Specialist. He is currently Director of Strategic Consulting and Client Advisory Service at NightOwl Discovery.
  Course Price:
$19.99
 
 

Attorneys and Hi-Tech Communication: A Basic Guide

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Attorneys and Hi-Tech Communication: A Basic Guide Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.2 Credits
KY - General: 1.0 Credits
MO - Self Study: 1.0 Credits
NJ - General: 1.4 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.13 Credits
TN - General: 1.13 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Attorneys and the Cloud - Update

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Attorneys and the Cloud - Update Details


Price:
$19.99

Course Description

What is "The Cloud"?

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

ABA Model Rule 1.1 Competence: A lawyer shall provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness and preparation reasonably necessary for the representation. Additional Cloud areas discussed include Centralized case/matter management, Document management, Time and billing, Scheduling/reporting, Contact management, Conflict checking and more.

Course Agenda

  • What is the "cloud"?
  • Cloud Benefits
  • Ethics behind Cloud Computing
  • Cloud Concerns
  • Cloud Tasks for Attorneys
  • Cloud Considerations
  • Cloud Computing Services
  • Managing Cloud Risks
  • Legal Specific Cloud Computing Services

Course Credit per State


AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
FL - Ethics: 1.0 Credits
IN - Ethics: 1.2 Credits
NJ - Ethics: 1.2 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
PA - Ethics: 1.0 Credits
SC - Ethics: 1.13 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Complex Financial Issues Affecting Marital Standard of Living Analysis

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Complex Financial Issues Affecting Marital Standard of Living Analysis Details


Price:
$19.99

Course Description

Certified Divorce Financial Analyst Karen Sparks discusses the myriad of financial issues which are involved in defining the Marital Standard of Living (MSOL) in both Community Property and Equitable Distribution states. She defines Marital Asset Distribution in the general sense including the two main general approaches, with examples of statutory guidelines. Her overview of Marital Standard of Living, (or the lifestyle enjoyed by the parties during the marriage), defines in detail the terms and the factors which go into the calculations and the process of navigating complex financial issues, such as investment assets, real estate and deferred compensation and how these factors are also involved in the calculation of spousal support.

Course Agenda

Course Credit per State


AL - On-Demand: 1.3 Credits
AZ - General: 1.5 Credits
CA - General: 1.25 Credits
CT - General: 1.5 Credits
FL - General: 1.5 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.25 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.5 Credits
NJ - General: 1.5 Credits
NV - General: 1.0 Credits
NY - General: 1.5 Credits
OK - Distance Learning: 1.5 Credits
PA - Distance Learning: 1.5 Credits
TX - General: 1.25 Credits
UT - Self Study: 1.25 Credits

Course Presenter(s)

  Course Price:
$19.99
 
 

Consumer Collections

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Consumer Collections Details


Price:
$19.99

Course Description

This course provides a general overview of the use of attorneys to collect on consumer debt using the judicial system and also dives into some subtleties that practicing consumer collection attorneys will encounter. Topics covered include the difference between specializations in Consumer Collections, FDCPA and bankruptcy areas of law; general consumer collections principles; situations where the debtor wants to settle; seeking a default clerk?s judgment, discovery, trial preparation and efforts in enforcement of the judgement.

Course Agenda

  • What is consumer collections?
  • Consumer Collections General Principles
  • Situations Where the Debtor Wants to Settle
  • Seeking a Default Clerk?s Judgment
  • Discovery
  • Trial Preparation
  • Efforts in Enforcement of the Judgment

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
ME - Self Study: 1.0 Credits
MO - Self Study: 1.2 Credits
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.2 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Lawrence M. Smith
Lawrence M Smith, Esq. received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Smith is currently working in private practice and resides in Sacramento, California and specializes in Consumer Collections and has over 25 years of experience in this field.
  Course Price:
$19.99
 
 

Cryptocurrency - New Age Money or Scam

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Cryptocurrency - New Age Money or Scam Details


Price:
$19.99

Course Description

Cryptocurrency: There has been much talk about the use of cryptocurrencies, such as Bitcoin, as the hot new investment and a fast way of making money. But it's a very complicated process and has many pitfalls and challenges legally. This lecture will discuss the creation and use of cryptocurrencies, along with some of the challenges of trying to use and maintain cryptocurrencies as a financial tool and/or investment strategy.

Course Agenda

  • What is crypto currency?
  • Defining Bitcoin
  • Advantages and Disadvantages of Cryptocurrency
  • The Real Cost of Mining Bitcoin
  • CASES
  • Top 5 Crypto Currency Failures

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - General: 1.0 Credits
MS - General: 1.1 Credits
NC - General: 1.0 Credits
NJ - General: 1.3 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
OK - Distance Learning: 1.0 Credits
SC - General: 1.06 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Demystifying Computers for Attorneys

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Demystifying Computers for Attorneys Details


Price:
$19.99

Course Description

This basic lecture helps attorneys understand the components and roles of the different types of technology available or present in the law office, what to look for as far as stats and performance is concern

Course Agenda

  • ABA Rule 1.1: Competence
  • What IS a computer?
  • What are computers made of?
  • What are peripherals?
  • Storage
  • OPERATING SYSTEMS
  • Printers & Scanners & OCR
  • Internet Types + Security
  • How to get the most out of your computer
  • Online Meetings
  • Document Formation
  • Other Internet uses

Course Credit per State


CA - General: 1.0 Credits
FL - General: 1.0 Credits
MS - General: 1.1 Credits
NC - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
SC - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Digital Millennium Copyright Act

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Digital Millennium Copyright Act Details


Price:
$19.99

Course Description

This lecture discusses the background and substance of the Digital Millennium Copyright Act, case law surrounding it and what the implications of the DMCA are currently, plus what it might mean for the future of the Internet and Intellectual Property.

Course Agenda

  • What is the DMCA?
  • DMCA CASES
  • DMCA Penalties
  • Is the DMCA Successful?
  • Conclusions

      Course Credit per State


      CA - General: 1.0 Credits
      MS - General: 1.0 Credits
      NC - General: 1.0 Credits
      NJ - General: 1.2 Credits
      NY - General: 1.0 Credits
      OH - Self Study: 1.0 Credits
      SC - General: 1.0 Credits
      TX - General: 1.0 Credits
      UT - Self Study: 1.0 Credits

      Course Presenter(s)

      Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Doing Business in South America

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Doing Business in South America Details


Price:
$19.99

Course Description

Supremely qualified presenters address the many differences and similarities of how business is conducted in both Brazil and Argentina as compared to the United States. Topics include tax reform and compliance in Argentina, corporate governance, corporate criminal liability, an overview of the Brazilian economy, political landscape and capital markets, commonly used business structures and legal entities an introduction to the Brazilian legal system and taxation, the do's and don'ts of foreign investment, corporate and joint venture issues for U.S. investors in South America, establishing the optimal corporate structure, U.S. Taxation of Outbound Transactions (CFCs and Subpart F income) and Income Tax Treaties. Moreover, the program offers a stimulating overview of these two large countries, the opportunities they present and the intricacies of their investment structures and legal systems.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
MO - Self Study: 1.3 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Ethical Issues - Pro Bono Representation

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Ethical Issues - Pro Bono Representation Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - Professional Responsibility: 1.0 Credits
CA - Ethics: 1.0 Credits
GA - Ethics: 1.0 Credits
MS - Ethics: 1.1 Credits
NC - Professional Responsibility: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
SC - Ethics: 1.08 Credits
TX - Ethics: 1.0 Credits
UT - Ethics: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

FOIA - Freedom of Information Act

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FOIA - Freedom of Information Act Details


Price:
$19.99

Course Description

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

Course Agenda

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

    Course Credit per State


    AZ - General: 2.0 Credits
    CA - General: 1.75 Credits
    CT - General: 2.0 Credits
    FL - General: 2.0 Credits
    GA - Self Study: 1.5 Credits
    IL - General: 1.75 Credits
    IN - Distance Education: 1.8 Credits
    KY - General: 1.75 Credits
    MO - Self Study: 2.1 Credits
    MS - General: 1.8 Credits
    NH - General: 1.75 Credits
    NJ - General: 2.2 Credits
    NY - General: 2.0 Credits
    OH - Self Study: 1.75 Credits
    OK - Distance Learning: 2.0 Credits
    SC - General: 1.8 Credits
    TX - General: 2.0 Credits
    UT - Self Study: 1.5 Credits
    VA - General: 2.0 Credits

    Course Presenter(s)

    Pete Sorenson

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

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

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

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

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

Foreign Financial Accounts

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Foreign Financial Accounts Details


Price:
$19.99

Course Description

The government crackdown on foreign accounts over the past several years has created uncertainty about taxation and compliance. This program sheds some lights on the topic. It provides an overview of foreign financial accounts, private banking in Switzerland, investments, asset protection, client responsibilities, and FATCA, (the Foreign Account Tax Compliance Act). It presents a thorough discussion of tax reporting and compliance, penalties for non-disclosure, and options available for remedying non-compliance. In addition, the presenters discuss tax preparation for foreign transactions, distinguishing between U.S. and non-U.S. persons for tax purposes, Nexus, disclosure and more.

Course Agenda

Private Banking in Switzerland
  • Why Switzerland?
  • Swiss Vital Statistics
  • What is a Private Bank?
  • Diversification: Investments, Currency and Jurisdiction
  • Portfolios
  • Bank Compliance
Compliance with FBAR Filing Requirements & Government Enforcement of Offshore Compliance
  • Reporting Requirements Related to Offshore Accounts and Assets
  • Foreign Bank Account (FBAR) Reporting
  • FBAR Filing Requirements
  • Other International Reporting Requirements
  • Criminal and Civil Penalties ? FBAR Violations
  • Willful or Non-Willful Penalty?
  • Maximum Amount of FBAR Willful Penalty
  • Non-Willful Penalty
  • Recent Developments in Offshore Tax Enforcement
  • Undisclosed Foreign Accounts ? What to Do?
  • Voluntary Disclosure Resolution Framework
  • Streamlined Filing Compliance Procedures
  • Delinquent FBAR Procedures and Delinquent International Information Return Submission Procedures
  • Alternatives for Voluntary Disclosure
  • Audit and Litigation
Compliance in Cross Border Foreign Direct Investing
  • US Persons Defined
  • Reporting Primary Tax Filings
  • Foreign Tax Credit Form 1118 & 1116
  • Reporting Foreign Activity
  • GILTI
  • Disclosures

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
TN - General: 1.07 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Free Expression and Social Media

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Free Expression and Social Media Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


CA - General: 1.0 Credits
MS - General: 1.1 Credits
NC - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
OK - Distance Learning: 1.0 Credits
SC - General: 1.11 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Gambling as an Addiction - Not Worth the Gamble

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Gambling as an Addiction - Not Worth the Gamble Details


Price:
$19.99

Course Description

Gambling has become more present and easier to do in recent years, with many new forms of gambling existing and new ones coming on the horizon. Attorneys or their friends or family who may fall victim to the addiction of gambling may be unsure of the signs or what to do to deal with the problem. This lecture talks about how attorneys can identify the professional threats to their practice that could come from a gambling addiction, the laws regarding online gambling and what resources there are available to attorneys to help alleviate the problem.

Course Agenda

  • Gambling
  • Gambling As An Addiction
  • What Makes Online Gambling More Dangerous?
  • Is the Site I am using legal?
  • CASES
  • Solutions?

Course Credit per State


AZ - General: 1.5 Credits
CA - Ethics: 1.0 Credits
MS - General: 1.2 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

How CRMS Can Help Your Legal Practice

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How CRMS Can Help Your Legal Practice Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.25 Credits
MS - General: 1.3 Credits
NY - General: 1.25 Credits
OH - Self Study: 1.25 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Intellectual Property Law Basics

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Intellectual Property Law Basics Details


Price:
$19.99

Course Description

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

Course Agenda

    Intellectual Property Basics Patents Trademarks Copyrights

Course Credit per State


CA - General: 1.0 Credits
MS - General: 1.2 Credits
NC - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.15 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

IT 4 the JD - Update

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IT 4 the JD - Update Details


Price:
$19.99

Course Description

This program offers to the legal professional a treasure trove of Information Technology tips, tricks and advice on how to upgrade your law office, legal department or legal assistant practice and get the most out of your (limited) technology budget!

Course Agenda

  • Is It Time to Upgrade?
  • Windows 10: Does upgrading make sense?
  • Windows 10 Upgrade Assistant
  • What are the costs?
  • What should I upgrade? What should I keep in place?
  • Backups
  • Cloud
  • Cloud Services
  • ANTIVIRUS/FIREWALLS
  • Security Tips
  • Examples of ?Fake Antivirus? or ?PC tool? ?ransomware?
  • Case Management Systems
  • TRENDS AND FADS

    Course Credit per State


    AZ - General: 1.0 Credits
    CA - General: 1.0 Credits
    FL - General: 1.0 Credits
    IL - General: 1.0 Credits
    IN - Distance Education: 1.0 Credits
    NJ - General: 1.3 Credits
    NY - General: 1.0 Credits
    OH - Self Study: 1.0 Credits
    OK - Distance Learning: 1.0 Credits
    TX - General: 1.0 Credits
    UT - Self Study: 1.0 Credits

    Course Presenter(s)

    Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Lawyers & The Opioid Crisis

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Lawyers & The Opioid Crisis Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 1.0 Credits
CA - Competence Issues: 1.0 Credits
GA - Self Study: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MS - General: 1.1 Credits
NJ - Ethics: 1.3 Credits
NV - Substance Abuse: 1.0 Credits
NY - General: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
SC - Substance Abuse: 1.05 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Managing Sexual Harassment Investigations and Employee Training Obligations

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Managing Sexual Harassment Investigations and Employee Training Obligations Details


Price:
$19.99

Course Description

California law has taken a leading role in requiring proactive steps to prevent workplace harassment and bullying. This session covers the latest rule changes, which impact small business, including law firms, more than ever before in terms of workplace training obligations as well as the need to put message into action by investigating issues of harassment and abusive conduct in the workplace. With a 2020 deadline approaching for expanded workplace training requirements, and at a time when the number of harassment and bullying claims continues to increase, the need to stay in compliance warrants everyone's attention.

Course Agenda

Course Credit per State


AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
PA - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Thomas A. Lenz
Experience

Thomas A. Lenz is a Partner in Atkinson, Andelson, Loya, Ruud & Romo, (AALRR), a leading full-service firm with over 180 attorneys in 9 offices in California. Mr. Lenz handles all aspects of labor and employment law issues and heads the firm's traditional labor and National Labor Relations Board practices. He works with employers in all major industries across California and the West. Mr. Lenz served as Chair of the Labor and Employment Section for the California Lawyers Association (formerly the State Bar of California) during the 2017-2018 term. He serves as a Lecturer in Law, teaching at the USC Gould School of Law.

Education

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

Memberships

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

Awards and Recognitions

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

  Course Price:
$19.99
 
 

Mindfulness and Elimination of Bias for Attorneys

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Mindfulness and Elimination of Bias for Attorneys Details


Price:
$19.99

Course Description

This course provides takes a look at the concept of Implicit bias and explores its implications in the law profession. It then looks at the practice of mindfulness and how it can be a useful tool to avoid the negative consequences of Implicit Bias. Mr. Smith shares his own experience as a lawyer and how mindfulness was usefulness in overcoming biases in his law practice.

Course Agenda

  • Defining Implicit Bias
  • Implicit Bias in the Law Profession
  • Defining Mindfulness
  • Brain States and Mindfulness
  • Mindfulness Practice
  • Example of Mindfulness working against Racism
  • Practical Examples of Mindfulness Practice in the context of Law Practice

Course Credit per State


AZ - General: 1.0 Credits
CA - Elimination of Bias: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NH - General: 1.0 Credits
NJ - Diversity Inclusion Elimination of Bias: 1.2 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
SC - General: 1.03 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Lawrence M. Smith
Lawrence M Smith, Esq. received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Smith is currently working in private practice and resides in Sacramento, California and specializes in Consumer Collections and has over 25 years of experience in this field.
  Course Price:
$19.99
 
 

Music Copyright: the 2x6 Workshop

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Music Copyright: the 2x6 Workshop Details


Price:
$29.99

Course Description

San Francisco Bay Area based Entertainment Law attorney Mark A. Pearson of ARC Law Group discusses the fundamentals of copyright in the music industry, focusing on the foundation of "two copyrights and six royalty streams." Mark breaks down how to protect written and recorded music and provides insights into how each is monetized. Topics include an overview of U.S. Copyright Law, protection of copyright rights, how to effectively work with producers/songwriters, performing rights societies, and licensing. He also discusses streaming royalties and changes under the Music Modernization Act. This program is designed to help attorneys who may already represent artists and other industry professionals, or who may have the opportunity to do so, understand the basics of music copyright and the implications of new content-delivery technologies.

Course Agenda

  • Two Music Copyrights
  • Six Revenue Streams
  • Composition
  • Sound Recording
  • Copyright Duration
  • Copyright Registration
  • Music Copyright - 2x6
  • Music Streaming

Course Credit per State


AK - Voluntary: 2.0 Credits
AZ - General: 2.0 Credits
CA - General: 1.5 Credits
CT - General: 1.5 Credits
FL - General: 2.0 Credits
GA - Self Study: 1.5 Credits
IL - General: 1.5 Credits
IN - Distance Education: 1.7 Credits
ME - Self Study: 1.66 Credits
MO - Self Study: 2.0 Credits
MT - Self Study: 1.5 Credits
NH - General: 2.0 Credits
NJ - General: 2.0 Credits
NV - General: 1.5 Credits
NY - General: 2.0 Credits
OK - Distance Learning: 2.0 Credits
PA - Distance Learning: 1.5 Credits
SC - General: 1.68 Credits
TX - General: 1.75 Credits
UT - Self Study: 1.5 Credits

Course Presenter(s)

Mark A. Pearson
Mark A. Pearson is the principal counsel at ARC Law Group, a law firm focused on advising Creative, Talented and Entrepreneurial clients in the areas of business, entertainment, sports and technology law. Following his career as an award-winning television producer, Mark spent the past decade advising some of the hardest working acts in the music biz, including international touring artists Con Brio, Front Country and DJ Mark Farina, as well as, up and coming acts such as Barrio Manouche and Ellise. In addition to his work in the music industry, Mark served as production counsel for Academy Award nominee, Borrowed Time and was recently awarded the Governor's Citation Medallion for his service to the National Academy of Television Arts & Sciences (Emmy® Award). Based in the San Francisco Bay Area, but with clients in Los Angeles, Chicago, New York and Nashville, Mark also advises leading entertainment-technology disruptors like TuneGo, Caffeine and Fandor.
  Course Price:
$29.99
 
 

NLRB-Labor Law Update

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NLRB-Labor Law Update Details


Price:
$19.99

Course Description

Changes in the composition of the National Labor Relations Board have led to changes in workplace law. The scope of employees? protected activity as well as employers? rights to set policy and to manage the workforce are in flux. More change is anticipated as the NLRB looks at setting new standards for union organizing, workplace access of union representatives, use of electronic communications, and the scope of protected employee dissent. In case rulings, guidance memos, and proposed regulations, this is a time of change labor and employment law practitioners need to follow.

Course Agenda

  • The National Labor Relations Act vests employees with rights under Section 7 to engage in activities relating to unions, mutual aid and protection on wages, hours, and terms and conditions of employment, or to refrain from such activity.
  • The NLRB has two principal functions pursuant to the NLRA:
  • enforcing laws to ensure that workers may freely exercise their rights under Section 7 of the National Labor Relations Act (the Act) without any interference from employers or unions, and
  • holding secret ballot elections at which workers can choose whether to have a union represent them.

Course Credit per State


AK - Voluntary: 1.0 Credits
AL - On-Demand: 1.0 Credits
AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.1 Credits
MO - Self Study: 1.3 Credits
MT - Self Study: 1.0 Credits
NC - General: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NV - General: 1.0 Credits
NY - General: 1.0 Credits
SC - General: 1.11 Credits
TN - General: 1.12 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Thomas A. Lenz
Experience

Thomas A. Lenz is a Partner in Atkinson, Andelson, Loya, Ruud & Romo, (AALRR), a leading full-service firm with over 180 attorneys in 9 offices in California. Mr. Lenz handles all aspects of labor and employment law issues and heads the firm's traditional labor and National Labor Relations Board practices. He works with employers in all major industries across California and the West. Mr. Lenz served as Chair of the Labor and Employment Section for the California Lawyers Association (formerly the State Bar of California) during the 2017-2018 term. He serves as a Lecturer in Law, teaching at the USC Gould School of Law.

Education

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

Memberships

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

Awards and Recognitions

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

  Course Price:
$19.99
 
 

Online Civility and Attorneys

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Online Civility and Attorneys Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
GA - Self Study: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MS - General: 1.1 Credits
NC - General: 1.0 Credits
NJ - General: 1.3 Credits
NY - General: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
OK - Distance Learning: 1.0 Credits
TX - General: 1.0 Credits
UT - Civility: 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
 
 

Outside Tech Coming into Your Law Office

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Outside Tech Coming into Your Law Office Details


Price:
$19.99

Course Description

As more employees bring their personal technology to work, (like smartphones, tablets, laptops, and even desktop PCs), businesses can take advantage of this trend and reap a number of benefits, such as shorter technology learning curves, greater productivity, lower hardware and software costs and more active and involved employees. However, there is a downside to the BYOT development, of which risks to computer systems and exposure of confidential client information are just two examples. It is imperative to manage these risks with an official BYO Tech Policy ? an important implementation which most businesses and law firms have not yet done

In this presentation by Russell Jackman, Esq. of Calmputer Consulting Services in Marin County, California, Mr. Jackman discusses employee/employer control of technology and the legal issues that come from Bringing Your Own Technology to work. He discusses the types of technology available to the modern law office to control the access to information and data and addresses strategies to create a solid plan to deal with BYOT challenges. Moreover, with the ethical duty to maintain confidentiality, it is vitally important that lawyers and law firms be aware of the risks of BYOT.

Course Agenda

  • Why Bring Your Own Tech?
  • What Are the Challenges?
  • New Laws/Changing Requirements
  • The Dichotomy of Saving Data vs Erasing it completely
  • Where should you start?
  • NO LOCALIZATION OF DATA
  • Major Issues Facing Use of BYOT
  • Implementing a BYOT program
  • Bibliography

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NC - General: 1.0 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Paperless Office and E-Discovery Techniques

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Paperless Office and E-Discovery Techniques Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
FL - Technology: 1.0 Credits
IN - Distance Education: 1.1 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.11 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

PowerPoint for the Courtroom and Beyond

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PowerPoint for the Courtroom and Beyond Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


CA - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
NC - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Sexual Harassment, Attorneys and Social Media

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Sexual Harassment, Attorneys and Social Media Details


Price:
$19.99

Course Description

Recent events show that the issue of sexual harassment in all areas, specifically the legal field, needs to be addressed. This discussion addresses the costs of sexual harassment, how the growth of social media can create harmful sexual harassment situations and how attorneys can utilize social media to help fight it.

Course Agenda

  • Sexual Harassment: The Numbers
  • The Costs of Harassment
  • ABA Rule 8.4 (g)
  • Social Media makes it easier to harass
  • Yik Yak: A Social Media Harassment Case Study
  • What can be done?
  • Can Social Media Help?

Course Credit per State


CA - General: 1.0 Credits
CT - General: 1.0 Credits
MS - General: 1.0 Credits
NC - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
UT - Self Study: 1.0 Credits
VA - General: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Sophisticated Planning for High Net Worth Individuals

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Sophisticated Planning for High Net Worth Individuals Details


Price:
$19.99

Course Description

Transactions and Asset Protection, discusses trends and developments in a number of important areas. He reviews in detail how the drafting of irrevocable trusts has changed over the last 10 years and how to best structure these instruments to allow for greater flexibility through the use of a "trust protector." He discusses how irrevocable trusts can be used to protect assets, to provide privacy for assets, to enhance tax planning and their use in offshore planning. He describes the use of LLCs and which states may be the most advantageous for LLC/trust formation. He discusses specific trust provisions, asset protection with both domestic and foreign trusts, and which types of trusts may be most useful for assets which may be expected to appreciate in value, like start-ups. Additional topics include international tax planning, structuring foreign investment in the U.S., pre-immigration tax planning, and which offshore jurisdictions may be favored.

Course Agenda

  • Structuring Irrevocable Trusts
  • Asset Protection
  • Asset Protection with Trusts
  • Asset Protection with Domestic Trusts
  • Asset Protection with Foreign Trusts
  • Foreign Trusts - Tax Treatment and Reporting
  • Defective Grantor Trusts
  • SCINs
  • GRATs
  • Income Tax Planning with DINGs
  • Monetized Installment Sale
  • Foreign Investment - FDAP and Capital Gains
  • Foreign Investment - Effectively Connected Income
  • Foreign Investment - Branch Profits Tax
  • Foreign Investment: FIRPTA
  • Foreign Investment: FIRPTA
  • Pre-Immigration Tax Planning

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - Technology: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MS - General: 1.1 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
NJ - General: 1.3 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
SC - General: 1.08 Credits
TX - General: 1.0 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Jacob Stein, Esq

Jacob Stein, Esq. is a partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. He is AV-rated (highest possible rating) by Martindale-Hubbell, has been named ?A Super Lawyer? by the Los Angeles Magazine and one of ?America?s Most Honored Professionals 2016?, by the American Registry.

Over the course of his career Mr. Stein has represented thousands of clients, including: officers and directors of Fortune 500 companies; Forbes 400 families; celebrities; Internet entrepreneurs; high-profile real estate developers, builders and investors; physicians; wealthy foreigners doing business in the United States; small business owners; attorneys, accountants and financial advisors; and many other individuals facing financial adversity or seeking privacy for their holdings.

He is the author of numerous books, scholarly articles and technical manuals including his most recent article, Pre-Immigration Taxation, published in the January 2016 edition of EB-5 Investors Magazine Volume 3, Issue 3; His other works include his book: A Lawyer?s Guide to Asset Protection Planning in California, Second Edition, published in April of 2016, which is the only legal treatise on asset protection specific to California, and International Joint Ventures ?A Concise Guide for Attorneys & Business Owners,? published in 2014.

Mr. Stein is a frequent lecturer to various attorneys, CPA and other professional groups, teaching over 100 seminars per year. His presentation topics include: Tax Planning for Cross-Border Joint Ventures, A Foreigner?s Guide to Investing in U.S. Real Estate, Creative Planning with Controlled Foreign Corporations, Advanced Asset Protection Planning, Choice of Entity Planning, Estate Tax Planning and various courses on trust law. He is an instructor with the California CPA Education Foundation, National Business Institute, Thomson Reuters, the Rossdale Group and Lorman Education Services where he teaches courses on advanced tax planning, structuring international business transactions, asset protection and trust law. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

  Course Price:
$19.99
 
 

Technology and Bias - Spreading it and Stopping it

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Technology and Bias - Spreading it and Stopping it Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


CA - General: 1.0 Credits
FL - General: 1.0 Credits
MS - General: 1.1 Credits
NC - General: 1.0 Credits
NY - General: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
OK - Distance Learning: 1.0 Credits
SC - General: 1.13 Credits
UT - Self Study: 1.0 Credits

Course Presenter(s)

Russell Jackman, Esq.

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

  Course Price:
$19.99
 
 

Unauthorized Practice of Law

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Unauthorized Practice of Law Details


Price:
$19.99

Course Description

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

Course Agenda

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

Course Credit per State


CA - Ethics: 1.0 Credits
CT - Ethics: 1.0 Credits
GA - Ethics: 1.0 Credits
NC - Professional Responsibility: 1.0 Credits
NY - Ethics: 1.0 Credits
OH - Attorney Professional conduct: 1.0 Credits
OK - Legal Ethics: 1.0 Credits
UT - 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
 
 

Whistle-Blower Claims: Avoiding the Courthouse

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Whistle-Blower Claims: Avoiding the Courthouse Details


Price:
$19.99

Course Description

During this presentation, Fisher Phillips Partner, Jason Geller will discuss, what constitutes retaliation, protecting and defending your company against such claims, whistle-blower protection vs. retaliation claims and creating policies and procedures to minimize problems, claims and lawsuits.

Course Agenda

  • The rise in whistleblowing and retaliation lawsuits
  • Important laws protecting employees against retaliation for whistleblowing
  • Enforcement by governmental agencies
  • What is ?protected activity? and how to spot it
  • Effective responses to whistleblowing and ?protected activity?
  • Why So Much Whistleblowing?
  • Publicity: Federal and State whistleblowing claims are in the press
  • Creates liability where none existed!
  • The Legal Landscape: What We Need to Know - ?Protected Activity?
  • Wrongful Discharge in Violation of ?Public Policy?
  • Federal False Claims Act
  • National Labor Relations Act
  • State laws protecting whistleblowers
  • The ?adverse actions? that can cause problems:
  • The Legal Landscape: What We Need to Know ? ?Adverse Action?
  • Look Out! Government Agencies Are Involved
  • EEOC, OSHA, NLRB, SEC State agencies
  • SEC Whistleblowing Program
  • SEC/NLRB enforcement:
  • Defend Trade Secrets Act
  • Social media policies
  • Recent wage/hour complaint?
  • The Best Response: Solid Policies and Practices
  • Employer complaint procedures
  • The Best Response: Solid Policies and Practices
  • Employer?s investigation protocol
  • Employer?s response to protected activity
  • Conduct objective and thorough investigation required by the circumstances
  • Carefully evaluate risks of subsequent discipline to employee
  • The Best Response: Spot Retaliation ?Red-Flags? And Shut Them Down!
  • Stricter supervision
  • New performance issues
  • Higher standards or expectations
  • Supervisor complaints to others
  • Coworkers shun, tease, threaten
  • Knock, Knock: The Government Is at Your Door on A Whistleblowing Complaint
  • Gatekeeping when the auditor arrives
  • Final Questions

Course Credit per State


AZ - General: 1.0 Credits
CA - General: 1.0 Credits
CT - General: 1.0 Credits
FL - General: 1.0 Credits
IL - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
KY - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MS - General: 1.1 Credits
MT - Self Study: 1.0 Credits
NY - General: 1.0 Credits
OH - Self Study: 1.0 Credits
TN - General: 1.1 Credits
UT - Self Study: 1.0 Credits
VA - General: 1.0 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
 


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