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- Advanced Planning Using Trusts
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Advanced Planning Using Trusts
When Pierre DuPont engaged in his classic “Freeze Transaction” in the 1930’s, he was able to freeze the value of $15 million worth of stock that was eventually sold for $500 million by his children. But this was a risky transaction predicated upon one massive gamble — that the value of the DuPont Corporation would continue to increase.
Today, you can help your clients with advanced asset and tax planning with much more security by using irrevocable trusts. Attorney Jacob Stein, a true master of his craft, will dispel myths about irrevocable trusts and show you how they are commonly deployed in estate & income tax planning. Jacob will address the following topics: modern drafting practice, trust protectors & retaining control, the trust as an agreement, trusts & the two bundles of rights, revoking the trust, retaining the power to control & amend the trust, appointing the trust protector, defining the power given to the trust protector, Intentionally Defective Grantor Trusts (IDGT), state tax planning, DINGs & WINGs.
Jacob Stein is a partner with the law firm Aliant, LLP, in Los Angeles, California. A prolific writer and speaker, Mr. Stein has represented over a thousand clients, from Forbes 400 families to Internet entrepreneurs. He focuses on asset & income protection, in addition to International Tax issues.Practice Areas: Wills, Trusts & Estates
Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Pennsylvania (PA) | South Dakota (SD) | Vermont (VT) | Washington (WA)
Course Expiration: 07/01/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
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Original Production Date: 08/27/2019
Run Time: 1:00:10 - Attorney Licensure and the Impaired Professional
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Attorney Licensure and the Impaired Professional
From darkness and the depths of despair — to recovery and redemption. Unfortunately, Laurie’s struggles with drugs, alcohol and substances are not unique. What is unique is her phoenix-like rise from impairment to the Executive Director of Lawyers Concerned for Lawyers.
Laurie shares her personal story, and accompanied by Tracy Kepler, she will detail how impaired attorneys risk destroying their careers and lives. Laurie and Tracy will discuss recent studies & statistics, detail the resources provided by state LAPs, instruct attorneys on how to recognize signs of impairment, identify the possible disciplinary implications of an impaired attorneys' conduct and show you what law firms & attorneys can do about the problem. Additional topics: Lawyer Assistance Programs (LAPs), the Prevalence of Substance Use Among American Attorneys, Bloomberg Law’s Attorney Workload & Hours study, the “Stress, Drink, Leave” study, tips for helping, Model Rule 5.1, Model Rule 1.1, Model Rule 1.16(a)(2), ABA & State Ethics Opinions, programs & policies, assessments, mentoring, counseling, well-being training and making YOURSELF a priority.
Laurie Besden is the Executive Director of Lawyers Concerned for Lawyers of Pennsylvania, Inc. (LCL). Tracy L. Kepler is a Risk Control Director for CNA’s Lawyers Insurance Program.Specialty Areas: Legal Ethics
Practice Areas: Attorney Wellness, Competence Issues, Diversity and Wellness, Ethics, Mental Health & Substance Abuse, Professional Conduct, Professionalism, Substance Abuse
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 12/01/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours | 1.20 Legal Ethics
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Original Production Date: 02/08/2023
Run Time: 1:00:00 - Ethics of Contract Review
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Ethics of Contract Review
Your long-time business client emails you and wants you to review some documents & contracts for his new business selling cryptocurrency to teenagers — and he also wants you to be the new CEO and general counsel. Good idea??
R. Shawn McBride works with business owners all over the country and he knows that things can get a little dicey with your business clients. From fake real estate transactions to drafting executive compensation packages, there are many intersections between reviewing contracts for client’s and the ethical standards of the legal profession. Shawn will present numerous common everyday scenarios where attorneys run into ethical dilemmas by discussing: Rule 1.2 — Scope of Representation, Rule 1.7-1.10 — Conflicts of Interest & Business Transactions with Clients, Rule 1.18 — Duties to Prospective Clients, Rule 1.13 — Organization as Client, Rule 2.4 — Lawyer as 3rd Party Neutral, Rule 4.3 — Unrepresented Persons, Rule 5.1 — Supervisors & Subordinates, Rule 7.3 — Info About Legal Services, Rule 1.5 — Fees, Rule 1.15 — Safekeeping Property, Rule 1.3 — Diligence, Rule 8.3 — Reporting Professional Misconduct and Rule 2.1 — Advisor.
Based in Dallas, R. Shawn McBride works with business owners all over the country. He frequently speaks on business and legal topics and he is currently licensed to practice law in 13 states and the District of Columbia.Specialty Areas: Legal Ethics
Practice Areas: Business Law, Ethics, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 08/15/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours | 1.20 Legal Ethics
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Original Production Date: 08/12/2022
Run Time: 1:00:01 - Ford and Ferrari: IP and Trade Dress Protection for Cars
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Ford and Ferrari: IP and Trade Dress Protection for Cars
From Fords & Ferraris to Chevys & Lambos, Americans have a deep rooted love affair with their cars. And when car companies invest millions into the development and marketing of their iconic vehicles — only to see their goodwill and investment knocked off by another company — then the IP lawyers are unleashed.
In this eloquent & entertaining CLE program, Peter Afrasiabi reviews how the automotive industry has used trade dress law to protect their automobile designs and parts. Peter will mainly discuss the fundamentals & three elements of a trade dress claim and analyze key case law involving Hummers, Bentleys, Spyders, Porsches & Lamborghinis, kit cars and more. Throughout the course Peter also provides numerous practice tips for litigating claims of trade dress infringement about social media & survey evidence, expert & witness testimony and many other valuable points. He will also provide expert analysis on the Lanham Act, the nonfunctional requirement, inherently distinctive (ID) or secondary meaning, the likelihood of confusion and trade dress in advertising.
From battles with Madonna over the "Material Girl" brand to fair use disputes with the Eagles' Don Henley to protecting such iconic brands as Bettie Page in trademark and trade dress disputes, Peter R. Afrasiabi primarily handles copyright, trademark and entertainment disputes.Practice Areas: Business Law, Intellectual Property
Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Illinois (IL) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA)
Course Expiration: 03/01/2025Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
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Original Production Date: 05/06/2020
Run Time: 1:00:13 - I Do Not Belong: Impostor Syndrome in the Legal Profession
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I Do Not Belong: Impostor Syndrome in the Legal Profession
"I'm a creep, I'm a weirdo. What the hell am I doing here? I don't belong here." Poignant words penned by Thom Yorke of Radiohead while at university in the late 1980s - and possibly the most eloquent expression of impostor syndrome.
Brian S. Quinn was a young lawyer. Fresh out of law school. What started as an exciting day with his mentor at trial - ended with Brian watching his mentor leave the courthouse in a body bag. Worse yet, fellow attorneys then taunted Brian to the point he lost his confidence he eventually felt like he didn't belong - to the point he developed impostor syndrome and began to self-medicate. When the feelings of self-doubt and personal incompetence overwhelmed him, it led to theft from clients, stints in jail and the eventual loss of his law license. Brian shares his story and will talk about three main subjects: normalizing help, Impostor Syndrome & attorneys and trauma centered Impostor Syndrome. Additional topics: Lawyer Assistance Programs, confidentiality, services, ethical exceptions, studies on mental health & impairment, causes, frequency, the 5 personality types, what law firms & attorneys can do, stress vs. distress, a chance for success and being resilient.
Brian S. Quinn maintains a private practice and currently serves as the Education and Outreach Coordinator for LCL of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, drug addiction and mental health disorders.Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 07/01/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
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Original Production Date: 07/22/2022
Run Time: 1:00:00 - Implicit Bias in the Courtroom: Will It Cost You Your Next Case?
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Implicit Bias in the Courtroom: Will It Cost You Your Next Case?
Are you biased? Nobody thinks they are biased ? but every person has hidden, unconscious bias wired into our brains. Implicit bias is a subtle cognitive process that starts in the amygdala and affects the way we process information and formulate decisions.
Mike Wakshull will introduce you to the neuroscience of unconscious, implicit bias and how this cognitive bias leads to errors during trial. The course will focus on attorney & judge decision-making and implicit bias in forensic sciences and expert witnesses. Mike will conclude by providing potential solutions for attorneys to overcome these hidden biases. Additional issues discussed include stereotypes, confirmation bias, sources of bias, how implicit bias leads to false results, personal appearance & bias, contextual bias, confirmation bias, juries & heuristics, telling stories, familiarity & human error and expert methodology. After this course you will be able to recognize & reduce your biases, know how to counter the opposition's biases, determine if the forensic examiner's report is biased, recognize the effects of bias on forensic examiners' opinions and learn how biases impacts juries.
A court-qualified forensic document examiner, Michael N. Wakshull has been involved in the Forensic Document Examination arena since 2010 and belongs to a number of Document Examination Associations.Specialty Areas: Diversity & Inclusion
Practice Areas: Access to Justice, Diversity and Inclusion, Diversity and Wellness, Elimination of Bias, Equity, Diversity and Inclusivity (EDI), Equity, Inclusion and Mitigation of Implicit and Explicit Bias (WA), Implicit Bias, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 10/01/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours | 1.20 Diversity & Inclusion
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Original Production Date: 10/06/2022
Run Time: 1:00:00 - Take Command: Proving Military Economic Damages
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Take Command: Proving Military Economic Damages
There are close to two million service members in the U.S. armed forces around the globe and our country — and nearly one million serve in the national guard and reserves. Even though you don’t live near a military base, you might be missing substantial economic claims from service members in your files.
Both attorneys and former members of the armed services, Dennis and Mike McCarthy will help you to spot these types of hidden claims and show you how you can establish these often-overlooked economic damages in your cases — from premises liability to auto injuries. Dennis and Michael will discuss the official Military Personnel File (OMPF), career patterns & regulations, ending a military career, elements of military compensation and proving economic damages at trial. Also covered: types of cases & claims, the legal framework, the SF-180, service obligations, performance evaluations, service culture & customs, the Feres Doctrine, VA disability payments, base pay, retired pay and common questions. This CLE course is intended for lawyers who are involved in a case with a member of the armed forces whose earnings are claimed to have been affected.
Michael & Dennis McCarthy are both Principals in Military Experts, LLC, a consulting firm that advises businesses and attorneys nationwide. Dennis began his Marine Corps service as a platoon leader in Vietnam and served as Assistant Secretary of Defense. Mike is a small business owner who has been mobilized multiple times in support of operations abroad.Practice Areas: Administrative Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 09/15/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
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Original Production Date: 10/27/2021
Run Time: 1:00:04 - The Ethics of Referral Fees
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The Ethics of Referral Fees
Referral fees are unethical. My state prohibits referral fees. Such fees must be based on ‘work performed’ and are only proper for contingency matters. Misconceptions abound.
The reality is that numerous state bars have noted that fee sharing is not only ethical — but it actually leads to better outcomes for clients. Come get cozy with Curt Brown and the rules of professional conduct as he surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, “reasonable fees,” ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services.
Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture’s General Counsel. In 2023, he was named a Rising Star by Super Lawyers.Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | Wyoming (WY)
Course Expiration: 06/06/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours | 1.20 Legal Ethics
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Original Production Date: 05/31/2023
Run Time: 1:00:00 - The Fight for Equality Under Law: Brown v. Board of Education
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The Fight for Equality Under Law: Brown v. Board of Education
Although the Declaration of Independence stated that "All men are created equal," it took a series of legal decisions in the 1950’s culminating in the Brown decision to end segregation in public schools.
While many attorneys know the importance of Brown, not many know the story of how this landmark case arrived at the Supreme Court and the years of legal work that paved the way to one of the most important legal decisions in American jurisprudence. Geeta N. Kapur will tell the story by breaking down the four legal cases that led to Brown, exploring the five communities that challenged segregation & discrimination in schools and discussing the Brown decision as a landmark in American justice. Geeta will also discuss the “Doll Tests,” the importance of Social Science data, Jim Crow Laws & Black Codes, Earl Warren & the Supreme Court, the leading lawyers including Thurgood Marshall, Spottswood Robinson III, Louis L. Redding & James Nabrit, Jr., the “All Deliberate Speed” standard and Southern state’s responses.
A native of Kenya, Geeta N. Kapur is a civil rights attorney and alumna of UNC-Chapel Hill School of Law. She is the author of, "To Drink from the Well: The Struggle for Racial Equality at the Nation's Oldest Public University."Specialty Areas: Diversity & Inclusion
Practice Areas: Access to Justice, Diversity and Inclusion, Elimination of Bias, Equity, Diversity and Inclusivity (EDI), Professional Conduct, Professionalism
Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 01/01/2025Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours | 1.20 Diversity & Inclusion
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Original Production Date: 02/11/2022
Run Time: 1:00:04 - Whoever Tells the Best Story Wins: The Power of Story to Influence and Persuade
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Whoever Tells the Best Story Wins: The Power of Story to Influence and Persuade
"Those who tell the stories rule society." - Plato. And those lawyers who tell the best legal story rule their cases.
In this CLE, Jennifer Gardner shows you how lawyers can tell powerful legal stories and how to be a powerful legal storyteller. The main topics presented include: whoever tells the best story wins the trial or case, telling your client's persuasive legal story, what makes a good legal story great and what makes a good legal storyteller great. Additional topics: key concepts of engaging stories, humans learn through story, telling persuasive stories in your legal case, the neuroscience of storytelling, the right brain & emotions, the left brain as gatekeeper, triggering the right brain, universal story themes, struggle & conflict, Joseph Campbell & The Hero's Journey, archetypes, superheroes + antiheros, outlaws + tricksters, the emotional reality of your clients, credibility & authority, building trust & rapport, being human, how to listen actively and repetition & mirroring.
Jennifer B. Gardner has served clients in criminal and civil legal disputes since 1987 as a trial lawyer in Los Angeles since 1992. A proud graduate of the Trial Lawyers College, Jennifer is also a writer, a speaker and magnetic courtroom presence.Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA)
Course Expiration: 11/10/2024Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
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Original Production Date: 10/30/2023
Run Time: 1:00:00