Course List click each course for details

• AI, Lawyers and Bias: Navigating Impacts in the Workplace and Legal Practice
• AI, Lawyers and Bias: Navigating Impacts in the Workplace and Legal Practice

  If you’ve seen Blade Runner, you know all about the Turing Test that was established in 1950. The test measures a machine's ability to exhibit intelligent behavior equivalent to, or indistinguishable from, that of a human. Well, ChatGPT broke the Turing Test.
  
  Unfortunately, this new AI technology thinks like humans just a little too much – AI can produce results that promote bias and discrimination. The question now becomes how can attorneys harness this revolutionary new technology while remaining ethical in their legal practice. Presented by Amanda M. Blair of Fisher Phillips, this CLE will highlight some of the common pitfalls associated with attorneys using generative AI, show you how AI can be subject to biased & discriminatory results, provide steps for attorneys to avoid biased results and conclude with best practices for attorneys when using AI in their legal practice. Additional topics: Work Trend Index Annual Report, document & contract review, legal research & analysis, predicting case outcomes & litigation support, Westlaw Precisions with CoCounsel, risks & ethics of AI use, hallucinations & bias, data privacy & security, discrimination litigation involving AI bias, Automated Employment Decision Tools (AEDTs), EEOC guidance, sources of bias in AI systems and laws & policies addressing AI & Bias.
  
  Amanda Blair is an associate in the firm’s New York office, focusing her practice on complex employment issues. Amanda’s experience as an assistant corporate counsel in the New York City Law Department has her well equipped to handle cases involving Title VII, ADA, the First Amendment, ADEA, FMLA, Section 1983, and State and City Human Rights Laws.

  Specialty Areas: Access to Justice
  
  Practice Areas: Access to Justice, Diversity and Inclusion, Diversity and Wellness, Diversity, Inclusion and Elimination of Bias, Elimination of Bias, Equity in Justice (NM), Equity, Diversity and Inclusivity (EDI), Equity, Inclusion and Mitigation of Implicit and Explicit Bias (WA), Ethics, Implicit Bias, Professional Conduct, Professionalism
  
  Offered In: 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) | 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) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 09/13/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.50 credit hours | 1.50 Access to Justice
  
  Original Production Date: 09/13/2024
  Run Time: 1:30:00

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• Attorney Billing and Timekeeping: A How-To Guide
• Attorney Billing and Timekeeping: A How-To Guide

  Proper billing is critical to the success of your law firm. BUT…. law firm billing can be one of the most repetitive, dreaded & time-consuming parts of any lawyer’s day. And we all love chasing down clients to get paid.
  
  In this program, Josh Andrews will present the best practices for attorney billing & timekeeping and handing issues with nonpaying clients. From essential guidelines for capturing billable hours to the top billing mistakes that attorneys make, Josh will provide you with the tools and strategies you need to run a tight ship. Josh will: examine the best practices for avoiding & resolving fee disputes, present strategies for dealing with nonpaying clients and highlight emerging billing and timekeeping tools for law firms. Additional subjects: understanding your firm codes, capturing your time, nonbillable time, knowing the billing cycles, planning for profit, Model Rules 1.5 & 8.4, putting it in the contract, protecting your rights & preserving your relationship and software is your friend.
  
  Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law and complex transactions.

  Practice Areas: Law Practice Management
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | 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) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 09/30/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 09/30/2024
  Run Time: 1:00:00

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• Attorneys Serving on Nonprofit Boards: Avoiding the Pitfalls
• Attorneys Serving on Nonprofit Boards: Avoiding the Pitfalls

  If you are an attorney, you’ve probably been asked to serve on a Board. However, if you do agree there are numerous legal & ethical pitfalls that you must avoid as an attorney.
  
  In this CLE, Nikki Semanchik will teach you what you need to know about serving on a Board, from your initial homework & due diligence to your ethical duties & avoiding conflicts of interest. The course is broken into three main parts, with Nikki first providing background on the key points of Nonprofit Law, she will then take a deep dive into your fiduciary duties and conclude by detailing the risks of serving as Director & legal counsel. Additional topics: entity type, public transparency, Board Committees vs. Advisory Boards, the duties & role of Directors, the Articles of Incorporation, reviewing bylaws & internal policies, Duty of Care, Duty of Inquiry, Duty of Loyalty, Duty to Follow Investment Standards, conflicts of interest, director protections, the Business Judgment Rule, volunteer immunity, Indemnification, Directors & Officers (D&O) Insurance, Nonprofit Compliance, the loss of the attorney-client privilege and your liability exposure.
  
  Nikki Semanchik is the Founding Attorney of Semanchik Law Group, a business and nonprofit firm located in San Diego, California. In addition to assisting nonprofits with formation, compliance and governance, she also represents for profit businesses on a wide variety of matters.

  Practice Areas: Business Law
  
  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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 07/10/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 07/10/2024
  Run Time: 1:00:00

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• Boilerplate Clauses: Impact and Considerations
• Boilerplate Clauses: Impact and Considerations

  Choice of Law, Prevailing Party, Forum Selection, Force Majeure. “Boilerplate” refers to the standard clauses that typically appear at the end of a contract.
  
  These provisions are often pulled from templates and frequently overlooked by the parties and the attorneys tasked with drafting the agreements. However, these clauses establish essential rights for the parties and warrant careful consideration – especially in the front-end drafting stage of the agreement so you can avoid trying to enforce or fight these common clauses on the back end in litigation. In this CLE, Shannon Bell will delve into these common boilerplate clauses: choice of law, arbitration, forum & venue selection, amendment & modification, force majeure, jury waiver, prevailing party, merger and survival. Shannon will dissect key case law from around the country and provide practical tips & suggestions for drafting better boilerplate clauses in your contracts.
  
  Shannon M. Bell has years of trial experience in state and federal courts and litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues, with a specialization in construction.

  Practice Areas: Business Law, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 06/10/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 06/10/2024
  Run Time: 1:00:00

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• Cognitive Science, Decision-Making and Persuading Your Jury
• Cognitive Science, Decision-Making and Persuading Your Jury

  Getting 8 or 9 figure settlements for your clients is not from luck, an accident, or magic. It is not a talent you are born with or a gift that is given to you. It comes from learning the science of persuasion and then discovering how to deploy it in the courtroom.
  
  R. Rex Parris obtained an historic $370 million defamation verdict for his clients against the founder of Guess jeans. He gets up at 4:00 a.m. every morning to study cognitive science & the irrational way jurors make decisions so he can achieve the best results for his clients. In this CLE, he will share his knowledge of persuasion & how to change minds by covering: behavioral decision making & how jurors think, keeping things simple and “priming” your jury to get the best results. Further topics: how decisions are affected by heuristics, biases & other influences, the SIMPLEST case wins, how to control fear in the courtroom, smiling & making eye contact, proximity, unconscious competence, attorneys are wordsmiths, trimming the fat & cutting extra words, visual priming, obsessing over the results, living life with laughter turned off and reversals. The following books are discussed, Click: Ten Truths for Building Extraordinary Relationships, The Power of Eye Contact, Start With Why, The Influentials and Behave: The Biology of Humans at Our Best and Worst.
  
  R. Rex Parris, Esq. has achieved outstanding results in the courtroom over the span of his career – including an historic, record-breaking defamation jury verdict in Los Angeles for $370,000,000. Rex has also been the mayor of Lancaster, California, since 2008.

  Practice Areas: Criminal Law, Litigation, Personal Injury
  
  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) | ITA (ITA) | Kentucky (KY) | 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) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 07/03/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.50 credit hours
  
  Original Production Date: 07/03/2024
  Run Time: 1:30:00

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• Drafting Controversial Contract Clauses: What Clauses Are Worth the Fight?
• Drafting Controversial Contract Clauses: What Clauses Are Worth the Fight?

  Most clients want everything in a contract negotiation. Unfortunately, the other side probably wants everything too. The real question for practitioners is: which clauses are truly worth the fight? The answer, of course, is…. it depends.
  
  In this CLE, Kristi Zentner and Heather Marx — a seasoned transactional attorney & an experienced commercial litigator — share insights drawn from daily practice on both sides of the negotiating table. They explore the most common flashpoints in contract drafting and negotiation, from indemnification and limitation of liability to representations, warranties, and confidentiality provisions. The dynamic duo also provide practical strategies for recognizing which provisions merit aggressive advocacy, show you how to tailor clauses to a client’s risk profile, and drafting the contact with enforceability in mind. Attendees will also gain tools for memorializing the negotiation: ensuring that contracts clearly reflect agreed terms, avoid ambiguities and reduce the risk of costly disputes down the road.
  
  Learning Objectives
  
  * Identify key contract clauses — such as indemnification, limitation of liability, and representations and warranties — that most often become points of contention and potential litigation.
  
  * Evaluate negotiation dynamics, including leverage, market conditions, and counterparty risk, to determine which provisions are worth pressing and which can be compromised.
  
  * Draft clear and enforceable risk-shifting provisions tailored to the transaction, including defining scope, triggers, exceptions, and remedies.
  
  * Recognize common mistakes in contract drafting and negotiation that create ambiguity or weaken enforceability, and implement strategies to avoid them.
  
  * Apply effective review techniques to ensure that contracts accurately memorialize negotiations, reflect agreed business terms, and align with preliminary documents such as term sheets or letters of intent.
  
  * Integrate practical drafting tips—such as consistency of defined terms, clarity of structure, and avoidance of boilerplate legalese—into daily practice to improve contract quality and reduce litigation risk.
  
  Kristi Zentner, Esq., is a transactional attorney who represents clients in general business, supply chain management, as well as tariff, customs, and trade matters. Heather Marx. Esq., applies her experience in the areas of complex business and commercial litigation to represent a variety of clients.

  Practice Areas: Business Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | 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) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 09/25/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours
  
  Original Production Date: 09/25/2025
  Run Time: 1:00:00

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• Drafting Real Estate Operating Agreements
• Drafting Real Estate Operating Agreements

  Nathan Osborn frequently works with clients to buy investment properties on the ski slopes of Breckenridge, Beaver Creek, Aspen and more. These clients buy these properties as VRBOs (Vacation Rental By Owner) to generate revenue – but what they fail to realize is that one accident on their property could put their personal assets at risk. Nate Osborn often recommends a very practical solution that offers asset protection & tax benefits – the LLC. In this CLE he provides practical guidance on how to draft a real estate limited liability company (LLC) operating agreement. Nate will provide a plethora of practical guidance on: asking the right questions, determining whether an LLC is the appropriate entity for your client, selecting a member or manager managed LLC, maximizing personal asset protection through the LLC, drafting capital contribution provisions, drafting real estate profit distribution provisions, drafting dispute resolution provisions and tax implications & how to maximize tax benefits. Specific topics covered: vacation rentals & investors, understanding the client’s business, the advantages of LLCs in real estate, putting title to real estate into an LLC, potential LLC liability, piercing the corporate veil, structuring capital calls, provisions to share real estate profits, incorporating IRAs, holding strategies & double FICA taxes and utilizing 1031 like-kind exchanges.
  
  Nathan G. Osborn, Esq., focuses on real estate litigation, real estate transactions and commercial litigation. Mr. Osborn effectively uses his significant trial experience to help transactional clients avoid situations that often end up in court.

  Practice Areas: Business Law, Real Property
  
  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) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | 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) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 11/27/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 11/27/2024
  Run Time: 1:00:00

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• Drop the Rope: De-Escalate Angry Clients and Emotional People
• Drop the Rope: De-Escalate Angry Clients and Emotional People

  Our adversarial legal system is full of angry & emotional people – from clients and judges, to court personnel and opposing counsel. As a Divorce Coach, India Kern knows this all too well and she helps emotional clients and angry attorneys in her everyday practice.
  
  By analyzing her own clients and studying some of the top resources in the field, India has developed a framework for dealing with attorneys & clients that would be considered High Conflict Personalities (HCPs). She will introduce you to these concepts by mainly covering: understanding the client’s mental & emotional state, client triggers & practicing self-awareness and cultivating effective communication strategies. Additional topics: managing client expectations, communication barriers, the reptilian brain, how the Amygdala hijacks logical thought, using B.I.F.F. statements (Brief, Informative, Friendly & Firm), 6 key triggers (competence, autonomy, fellowship, status, reliability & integrity), Lenski's Conflict Pivot, Transactional Analysis Overview: Parent | Child |Adult, Critical Parent (CP), Nurturing Parent (NP), 3 steps to deescalate angry clients & emotional people, empathy vs. sympathy and affect labeling.
  
  As a Certified Divorce Coach, India Kern specializes in working with clients who are stuck in the divorce process. I assist attorneys in understanding the client and facilitating communication to achieve the best possible divorce outcome for clients and make it a smooth resolution for the attorney.

  Practice Areas: Employment Law, Family Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | 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) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 02/07/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 02/07/2024
  Run Time: 1:00:00

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• Eliminating Bias in Your Law Office: Implicit Bias and Microaggressions
• Eliminating Bias in Your Law Office: Implicit Bias and Microaggressions

  You're a good speaker for an immigrant. Where are you from really? You're so good at coding – especially since you are a woman. Microaggressions are subtle words and actions that express prejudice and highlight difference in regard to a marginalized and often legally-protected group.
  
  Through a combination of real-world scenarios, interactive discussion and practical strategies, attorney Nicole Sorokolit Croddick will provide tools to identify and address microaggressions & unconscious bias, improve cultural competency and foster a more respectful, inclusive workplace. Attorneys will learn the difference between microassaults, microinsults & microinvalidations, understand their psychological & professional consequences, and explore how these behaviors can affect workplace morale, productivity & create legal risks. By the end of this program, attendees will be better equipped to recognize their own biases, respond to microaggressions thoughtfully, and contribute to a culture of dignity, professionalism, and fairness within their organizations. By the end of this course, participants will be able to:
  
  • Define and differentiate between implicit bias, microaggressions and other forms of subtle discriminatory behavior.
  
  • Identify common types of microaggressions — including microassaults, microinsults, and microinvalidations — and their legal and emotional impact in a professional setting.
  
  • Understand the cumulative effects of microaggressions on mental health, employee engagement and organizational culture – particularly for individuals in marginalized or protected groups.
  
  • Analyze real-world scenarios to evaluate whether a microaggression has occurred and determine the appropriate strategies for response or intervention.
  
  • Apply proactive tools and communication frameworks to reduce bias, foster inclusion, and create a respectful, equitable environment within legal workplaces.
  
  Nicole Sorokolit Croddick, Esq., is an attorney and experienced bilingual business training facilitator. As a consultant and compliance trainer on employment law issues, Nicole facilitates classes on sexual harassment and discrimination prevention; ethnic sensitivity; workplace ethics; lawful hiring; and employee disciplinary procedures and documentation mechanics.

  Specialty Areas: Access to Justice
  
  Practice Areas: Access to Justice, Diversity and Inclusion, Diversity, Inclusion and Elimination of Bias, Equity in Justice (NM), Equity, Diversity and Inclusivity (EDI), Equity, Inclusion and Mitigation of Implicit and Explicit Bias (WA), Ethics, Implicit Bias, 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) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 06/26/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours | 1.00 Access to Justice
  
  Original Production Date: 06/26/2025
  Run Time: 1:00:00

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• Ethical Issues in Managing U.S. eDiscovery of International Data
• Ethical Issues in Managing U.S. eDiscovery of International Data

  Data privacy stands at the forefront of eDiscovery, bearing significant legal and ethical implications for attorneys. A failure to uphold stringent data privacy standards – especially Internationally – can lead to ethical violations, breach of sensitive data and hefty fines.
  
  This CLE will teach attorneys the best ethical practices when managing U.S. eDiscovery of data that is stored abroad. Main topics covered: U.S. matters & cross-border legal considerations, international requirements, international technology & collection strategies, using eDiscovery & forensics technology in cross-border reviews and data disposition & reuse. Additional topics: FRCP Rule 1 – Cooperation, Form of Production – FRCP 34(b)(2)(E), data sources, ESI Orders/Stipulations, evolving data laws, global geopolitical factors & economic drivers, cultural differences, understanding data flows, legal hold best practices & scoping, data reservation strategies and collection considerations. The following ABA Model Rules are implicated: Rule 1.1 – Technological Competence, Rule 3.4 – Fairness to Opposing Party & Avoiding Spoliation, Rule 1.15 – Safekeeping Property and Rule 5.1 – Responsibilities of a Supervisory Lawyer.
  
  Panelists include: Carolyn Bigg of DLA Piper (Global Co-Chair of Data Protection, Privacy & Security), Matthew Krengel of Cooley LLP (Discovery & Information Governance (IG) Counsel) and Alex Marjanovic & Chris Marks of Ankura Global Consulting (Senior Managing Director).

  Specialty Areas: Legal Ethics
  
  Practice Areas: Business Law, Ethics, Litigation, Professional Conduct
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | 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) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 02/13/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 02/13/2024
  Run Time: 1:00:00

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• Evidence 102: Testimonial Evidence
• Evidence 102: Testimonial Evidence

  Presented by seasoned trial attorney & noted CLE speaker Michael DeBlis III, this third part of our four-part Evidence series will focus on witnesses and testimonial evidence.
  
  Mike will begin the program by detailing the highlights of cross-examination and then drill down to the core of impeachment & the credibility of witnesses. These specific topics are addressed: the Sixth Amendment right to cross-examination, the limits of cross, questions or issues addressing the scope of direct examination, leading questions, impeachment & the attacking the credibility of the witness, intrinsic & extrinsic impeachment, the Collateral Matter Rule, accrediting your own witness, impeaching your adversary’s witness, sensory defects of the witness, demonstrating a showing of bias, interest, or motive to misrepresent or to exaggerate, character evidence, Prior Inconsistent Statements, felony convictions not involving dishonesty, remote convictions (more than 10 years), specific acts of deceit or lying, bad reputation, rehabilitation after impeachment and prior consistent statements.
  
  Michael is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law. As a former public defender, he has spent nearly eight years cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey.

  Practice Areas: Criminal Law, Litigation, Personal Injury
  
  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) | 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 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: 04/30/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.25 credit hours
  
  Original Production Date: 04/30/2024
  Run Time: 1:15:00

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• Evidence 103: Hearsay
• Evidence 103: Hearsay

  In the last installment of his comprehensive evidence series, Michael DeBlis takes a deep dive into every attorney’s favorite subject – out-of-court statements other than the one made by the declarant while testifying at a trial or hearing that is offered into evidence to prove the truth of the matter asserted.
  
  Yes, hearsay. Mike will mainly cover the following points on hearsay: Rule 801 & hearsay definitions, forms of non-hearsay and the hearsay exceptions. Specific topics: determining who the declarant is, the 4 point hearsay checklist, verbal acts, non-assertive conduct, state of mind, prior inconsistent statements, prior consistent statements, prior identifications, direct admissions, transactional words, witness unavailability, present sense impression, excited utterance, statement of present mental or physical condition, past recollection recorded, business records, public records, hearsay exceptions dealing with records, learned treatises, hearsay catch-all exceptions, dying declaration, declaration against interest, hearsay exceptions under 804. Mike will also provide numerous memorable hypotheticals so you can think fast on your feet during the trial and practically deploy the Rules of Evidence to your advantage.
  
  Michael is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law. As a former public defender, he has spent nearly eight years cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey.

  Practice Areas: Criminal Law, Litigation, Personal Injury
  
  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) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | 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: 04/30/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  2.00 credit hours
  
  Original Production Date: 04/30/2024
  Run Time: 2:00:00

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• Free Speech on College Campuses Following the Israel-Hamas War
• Free Speech on College Campuses Following the Israel-Hamas War

  “From the River to the Sea, Palestine will be free, Jews for Palestine.” “Let’s take the f*king streets later.” “All Zionists must die tonight at midnight.”
  
  Following the start of the Israel-Hamas War tensions burst wide open on college campuses all over the country following the aftermath of the October 7th attack. By the spring, a wave of pro-Palestinian tent encampments led to massive demonstrations, student takeovers and more than 3,200 people arrested. As tensions escalated, it became very difficult to delineate the line between protected free speech and unprotected harassment & true threats of violence. In this CLE, FIRE attorney Zach Greenberg will give his reasoning why it’s so important to protect the freedom of speech and the freedom of expression on college campuses and the line between protected speech and unprotected threats & harassment. Zach will specifically address: the Looking Glass theory, public vs. private universities, true threats, harassment, the More Speech approach, calls for genocide, encampments, content neutral + time + manner restrictions, disruption & the Heckler’s Veto and creating a culture of free speech.
  
  A native New Yorker, Zach graduated from Binghamton University in 2013 and Syracuse Law in 2016. Zach developed an appreciation for free speech while leading the College Libertarians and the Federalist Society.

  Practice Areas: Constitutional Law, Education Law
  
  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) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 11/22/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 11/22/2024
  Run Time: 1:00:00

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• How to Exit: A Masterclass in Law Firm Succession Planning
• How to Exit: A Masterclass in Law Firm Succession Planning

  Only 28% of law firms – and only 27% of solo & small firm lawyers – have a formal exit strategy. 75% of firm owners regret selling within 1 year due to poor succession planning. And 70% of lawyers who retire without a plan say they wish they would have started preparing 5-10 years earlier.
  
  Whether retirement is 15 years away or imminent, too many lawyers lack a formal succession plan — leading to undervalued sales, client disruption and professional regret. Attorney Alex Gertsburg will explore practical strategies to exit on favorable terms while protecting your clients, legacy and financial well-being. Alex will mainly cover: Building a Succession Plan, Why Exit Planning & Pre-Succession Planning Matters, Deal Logistics, Valuation & Financial Considerations, How to Create a Recurring Revenue Stream for Life and Ethical Requirements. Additional topics: pre-succession planning, the succession plan checklist, types of transitions, 5 reasons transitions fail, pre-sale best practices, how to value your practice, and value & leverage drivers. The program emphasizes the “Merge, Monetize, and Multiply” framework, which helps lawyers create sustainable post-retirement revenue streams, maintain client relationships and utilizing of-counsel agreements.
  
  Learning Objectives:
  
  • Evaluate transition options — sale, internal transfer, wind-down, or merger — and determine which approach best fits their financial and personal goals
  
  • Apply valuation methodologies (multiples of earnings, gross revenue, EBITDA) to assess the fair market value of a law practice
  
  • Recognize common pitfalls in practice transitions and adopt proactive strategies to mitigate risk, client attrition, and deal breakdowns
  
  • Navigate ethical rules (ABA Model Rule 1.17 and Rule 1.5(e)) governing the sale of a practice, confidentiality obligations, and fee-sharing
  
  • Leverage professional advisors (intermediaries, M&A counsel, tax and estate planners) to ensure smooth transactions and maximize firm value
  
  Mr. Gertsburg has been a practicing attorney for over twenty years. His early career was spent with two large regional business law firms, where he represented private and publicly- traded companies and non-profit organizations of all sizes, as well as their owners.

  Practice Areas: Business Law, Law Practice Management
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | 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) | Washington (WA)
  
  Course Expiration: 08/21/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.25 credit hours
  
  Original Production Date: 08/21/2025
  Run Time: 1:15:00

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• Innovation Protection: The Intersection of Patents and Trade Secrets
• Innovation Protection: The Intersection of Patents and Trade Secrets

  From Mullets on the Go to the KFC Colonel’s Secret Recipe – and even MLB’s Lena Blackburne Rubbing Mud for baseballs– you won’t find a more entertaining CLE. This course features intellectual property attorneys Eric Hanscom and David Branfman, who provide practical guidance for attorneys counseling clients on patent and trade secret protection. Drawing from decades of experience, the presenters explain the distinctions between utility and design patents, the benefits and limitations of provisional applications and the strategic application of trade secrets. Through numerous entertaining case studies and real client stories, this session offers insights into leveraging multiple IP tools effectively. The discussion includes legal requirements, enforcement risks, best practices and how to advise clients based on business goals and budget constraints.
  
  Learning Objectives:
  
  • Understand the distinctions between utility, design, and provisional patents.
  • Identify when trade secrets are preferable over patent protection.
  • Recognize how trademarks, trade dress, and patents can work in tandem.
  • Evaluate common IP pitfalls and missteps made by clients.
  • Apply legal and strategic considerations to IP planning and protection.
  • Develop trade secret protection plans and understand their legal foundations.
  • Analyze real-world examples to understand the practical application of IP law.
  
  Patent attorney Eric Hanscom is actively involved in overseeing IP litigation, contract negotiation and customs issues around the globe. David Branfman’s IP practice focuses on entertainment law, including trademarks, copyrights, trade secrets, licensing, motion pictures & TV and music.

  Practice Areas: Business Law, Intellectual Property
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | 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) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 05/31/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours
  
  Original Production Date: 05/31/2025
  Run Time: 1:00:00

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• IP Issue Spotting for the Non-IP Practitioner
• IP Issue Spotting for the Non-IP Practitioner

  Intellectual Property (IP) is one of the greatest sources of value creation in the business world – but it is also one of the most underutilized & under protected. While up to 90% of company value is linked to intellectual capital, most businesses still fail to adequately protect their IP.
  
  Presented by Kirby Drake, this CLE program will help non-IP practitioners spot IP issues that often arise in their client’s businesses. The course will mainly focus on trademark & trade secret law and also touch on common copyright & patent issues. Kirby will conclude the program by presenting two hypothetical scenarios & providing in-depth analysis on real world IP issues so you can better assist your clients protect possibly the most valuable component of their businesses. Additional topics: types of trademarks, benefits of registering a trademark, what makes a strong trademark, common trademark pitfalls, failure to adequately select an enforceable TM, copyright rights, pitfalls with provisional patent applications, patent misconceptions, improperly written patent applications, protectable trade secrets, trade secret considerations and “reasonable measures” businesses must take to protect trade secrets.
  
  Kirby Drake has focused her efforts on helping clients successfully navigate their intellectual property (IP) challenges. A registered patent attorney, Kirby enjoys being an advisor to clients when they need assistance in identifying, protecting, and leveraging their IP.

  Practice Areas: Business Law, Intellectual Property
  
  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) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Minnesota (MN) | Missouri (MO) | 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) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 08/21/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 08/21/2024
  Run Time: 1:00:00

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• Key Clauses and Practical Aspects of Commercial Office Leases
• Key Clauses and Practical Aspects of Commercial Office Leases

  A new roof? A new elevator? If a landlord buys and hangs a giant oil painting of Donald Trump in the lobby can the landlord pass through the cost to tenants? These are just some of the important questions to ask & practical points to consider before signing an office lease.
  
  And while the legal landscape of negotiating commercial office leases is constantly evolving, many of the same issues continue to arise for landlords & tenants. Grant & Todd will share their wisdom gleaned from years of experience in the commercial real estate market and they will mainly cover: the basic provisions of standard triple net office lease, Common Area Maintenance (CAMs) expenses & exclusions and often overlooked contractual & practical aspects of the lease. Additional subjects: SNDA Agreements (subordination, non-disturbance & attornment), BOMA (Building Owners and Managers Association) & measuring base rents, using CPI language, lease terms, tenants & flexibility, landlords & certainty, defining common areas, exclusions from Common Area costs, work letters & tenant improvements, Force Majeure clauses and issues arising out of assignment & subletting.
  
  A partner at Duane Morris, Grant Puleo, Esq., focuses his practice on a wide variety of real estate, finance and business transactions. Todd Bulich, Esq., is the President of the Todd Bulich Real Estate Company, Inc., which exclusively represents top-tier law firms with respect to their commercial property.

  Practice Areas: Business Law, Real Property
  
  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) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | 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) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 10/25/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  2.00 credit hours
  
  Original Production Date: 10/25/2024
  Run Time: 2:00:00

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• Legal Framework for Cryptocurrency and Money Transmission Licenses
• Legal Framework for Cryptocurrency and Money Transmission Licenses

  This CLE course offers legal professionals an in-depth examination of the complex and rapidly evolving regulatory landscape surrounding money transmitter licensing (MTL) and cryptocurrency businesses. Through detailed case studies and statutory analysis, attorneys will gain practical insights into the legal obligations imposed on financial services providers operating in traditional and digital asset spaces.
  
  The course begins by defining a “money transmitter” and outlining the foundational legal principles that apply to money services businesses (MSBs). It then explores the regulatory requirements imposed by the FinCEN and state regulators, using real-world enforcement actions — such as those involving Coinstar, Ripple Labs, Sigue Corporation, and Block Inc. — to highlight the legal and financial risks of non-compliance. The training also examines the specific compliance burdens facing cryptocurrency companies, including licensing requirements like BitLicenses, ongoing AML/BSA obligations, and emerging legislation like California’s Digital Financial Assets Law (DFAL). Finally, the course concludes with a look at how artificial intelligence (AI) is streamlining the licensing process and regulatory compliance.
  
  Learning Objectives:
  
  • Define what constitutes a money transmitter under federal and state law
  
  • Identify state-specific licensing requirements for cryptocurrency companies
  
  • Analyze key enforcement actions and understand their implications for compliance
  
  • Understand licensing prerequisites, including financial, operational & documentation standards
  
  • Apply knowledge of ongoing maintenance requirements for MTLs and crypto licenses
  
  • Evaluate how AI and technology are transforming licensing and compliance workflows
  
  Molly Siems Cavanaugh, Esq., has a diverse background in business development, channel sales, and strategic planning that has honed her ability to identify market opportunities, develop innovative strategies and execute with precision. The CEO of Brico, Snigdha Kumar has over 10 years of experience working in FinTech in operations, strategy, partnerships and consulting roles, including investing, banking, cash advance, savings and payments.

  Practice Areas: Business Law
  
  Offered In: Alabama (AL) | 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 Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 08/09/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours
  
  Original Production Date: 08/09/2025
  Run Time: 1:00:00

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• Legal Malpractice Actions: Elements, Claims and Defenses
• Legal Malpractice Actions: Elements, Claims and Defenses

  Did you know that solo practitioners are at the highest risk for malpractice lawsuits? Or that Family Law attorneys receive the second most malpractice claims – next to only Plaintiff’s Personal Injury attorneys?
  
  In this detailed & comprehensive CLE program, malpractice attorney William McCaffery discusses the elements, claims and defenses involved in legal malpractice actions. Mr. McCaffery begins the program by covering malpractice statistics, then discusses negligence, proximate cause & damages and concludes by covering the main defenses, additional courses of actions and procedural matters involved in a legal malpractice claim. Defenses include Privity, Standing, the Professional Judgment Rule, Subsequent Representation, Speculative Damages, Collectability, Statute of Limitations, Res Judicata/Claim Preclusion, Collateral Estoppel/Issue Preclusion, Prematurity and Redundant/Duplicative Claims. Additional causes of action: Fraud, Emotional Distress, Concealment of Malpractice, Ethical Violations and Punitive Damages. Concluding considerations: Expert Witness Requirements, Pre-Judgment Interest, Prior Settlement, Other Liable Parties and Consent to Settlement Provisions.
  
  William T. McCaffery concentrates in the areas of legal malpractice defense, professional liability, commercial litigation, and general liability defense. He is experienced in both trial and appellate practice.

  Practice Areas: Business Law, Criminal Law, Ethics, Family Law, Law Practice Management, Personal Injury, Professional Conduct, Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | 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)
  
  Course Expiration: 03/15/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.25 credit hours
  
  Original Production Date: 03/15/2024
  Run Time: 1:15:00

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• LLCs: The Good, the Bad and the Ugly
• LLCs: The Good, the Bad and the Ugly

  LLCs have bulletproof liability protection for the owners. Forming an LLC in another state helps avoid taxes. And LLCs are easy to form, just grab some corporate formation documents and copy & paste LLC in there.
  
  Yes, business attorney R. Shawn McBride has seen the good, the bad – and the just plain ugly – when it comes to LLCs. Too many attorneys think that LLCs are an easy, one size fits all entity for a business. Shawn will dispel common myths, explain the basic building blocks of an LLC, highlight liability issues, detail common mistakes and conclude by showing you how to make a better LLC. Additional topics: Freedom of Contract, the LLC Operating Agreement, what varies in state statutes, what varies in case law, common pitfalls, what’s different than corporations, fraudulent transfers, personal guarantees, avoiding piercing the veil, Capitalization & Insurance, Series LLCs, Wrong Concepts In Formation, planning for the 4 D’s (Death + Disability + Divorce + Disagreement), understanding the LLC Statute, integrating with Accounting & Estate Planning, Fiduciary Duty Planning, Indemnification, Board/Decision Making and planning for disagreement.
  
  R. Shawn McBride works with business owners that want to lay the foundation first and get their business going in the right direction or assess where they are and set the stage for a brighter future for their business.

  Practice Areas: Business Law, Real Property
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | 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)
  
  Course Expiration: 03/22/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 03/22/2024
  Run Time: 1:00:00

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• Loan Assumptions in Real Estate Transactions
• Loan Assumptions in Real Estate Transactions

  A loan assumption occurs when a buyer purchases a property and takes over a seller's existing mortgage loan through the lender. Many types of commercial loans can be assumed, including most Fannie & Freddie Mac, HUD multifamily and even commercial mortgage-backed securities.
  
  This in-depth CLE will discuss how the unprecedented rise in interest rates has led many real estate investors looking to acquire real property to consider assuming a seller's existing debt with low fixed interest rates. Andrew Demirchyan will mainly cover: benefits & downsides of a loan assumption for the buyer & seller, purchase & sale considerations, diligence best practices when an acquisition includes a loan assumption, steps, strategies & mitigating risks in executing assumable mortgage deals and lender & loan servicer considerations in executing assumable mortgage deals. Subjects detailed by Andrew: current market conditions, seller’s representations & warranties regarding the existing debt, lender’s approval of the loan assumption, loan assumption timeline, assumption fees + other costs, assignment of reserves, survival period, understanding the timeline & managing client expectations.
  
  With a strong background working in nearly all aspects of real estate in California – from property management, residential and commercial real estate transactions, to real estate development and preservation work – Andrew Demirchyan, Esq., skillfully aids clients in navigating complicated and ever-changing real estate laws.

  Practice Areas: Real Property
  
  Offered In: Alabama (AL) | 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) | Missouri (MO) | 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)
  
  Course Expiration: 08/12/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.75 credit hours
  
  Original Production Date: 08/12/2024
  Run Time: 1:45:00

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• Mandatory Child and Elder Abuse Reporting for Oregon Attorneys
• Mandatory Child and Elder Abuse Reporting for Oregon Attorneys

  To better protect children and the elderly, both vulnerable groups in our society, the Oregon Legislature created a mandatory abuse reporting duty on certain classes of professionals.
  
  Attorneys are now mandatory reporters of both child abuse and elder abuse – but do you know what triggers your reporting duty? Or the key exceptions to this new duty? This CLE will cover the main elements of the reporting statute and highlights the exceptions to the mandatory child and elder abuse reporting duty. The following topics are addressed: mandatory reporters, why mandatory reporting is important, ORS 419B.005, RAC (Reasonable Cause, Abuse & Contact), protecting those that cannot protect themselves, adult abuse in Oregon, financial abuse, neglect, verbal & physical abuse, sexual abuse, common abusers, the duty of confidentiality, privileged information, RPC 1.6(A) & (B), how to report, civil immunity & anonymity, forms of child abuse, reporting old abuse and intention to commit abuse.
  
  Jason Castillo researches diverse legal topics and emerging areas of law to create CLE courses with significant current intellectual content in his position as the Director of Legal Education with Attorney Credits.

  Specialty Areas: Elder Abuse Reporting Oregon
  
  Practice Areas: Elder and Child Abuse Reporting Oregon
  
  Offered In: Oregon (OR) | Washington (WA)
  
  Course Expiration: 12/15/2026

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Elder Abuse Reporting Oregon
  
  Original Production Date: 12/15/2023
  Run Time: 1:00:00

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• Medication Misadventures: Medical Malpractice from a Toxicologist's Perspective
• Medication Misadventures: Medical Malpractice from a Toxicologist's Perspective

  Last year over 7 BILLION prescriptions were filled in the U.S. With this flood of dangerous prescription medications & people taking multiple prescriptions, adverse reactions occur every day and so does medical malpractice stemming from these dangerous drugs.
  
  Presented by toxicologist Dr. Allison A. Muller, this CLE explores 10 different points when analyzing the details of a possible medication-related case. Dr. Muller will: identify “red flags” in a medical record that a patient may have suffered harmed from a medication, cite 2 reasons why safe dosages of a medication vary among patients, list 3 resources for reliable & user-friendly drug information and analyze 4 case examples from her own practice. Also covered: prescription stats, when medication misadventures occur, overdose & drug interactions, limitations of the medical chart, right medication… right patient?, right dose?, antidotes: why are they in the chart?, drug levels, older adults & medications: safety, checking the prescribing information, some drugs have rare toxicities, drug info resources and picking the right toxicologist.
  
  Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology and registered pharmacist with over 20 years’ experience in the field of clinical toxicology.

  Practice Areas: Criminal Law, Litigation, Personal Injury, Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | 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) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 01/31/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 01/31/2024
  Run Time: 1:00:00

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• Modern Trial Skills: Getting Emails, Texts and Social Media Into Evidence
• Modern Trial Skills: Getting Emails, Texts and Social Media Into Evidence

  In 2006 the FRCP was amended to include a “new” type of evidence – Electronically Stored Information (ESI). Twenty years later almost every trial hinges on text messages, Facebook posts, IG stories, tweets, emails, blogs & countless more sources of electronic evidence.
  
  In this CLE, Nicholas J. Schneider, Esq. will discuss the basics of laying a foundation for the admission of evidence, provide tangible trial tips and show you example trial examinations for establishing each of the five core foundation elements. Nick will then apply this framework, with practical examples, to common types of modern digital evidence, including business records, text messages, social media and other forms of ESI. These rules and procedures are addressed: Introduction & Exclusion of Evidence, Pre-Foundation, Competence, Foundation, the Original Document Rule, Privilege, Relevance, Authenticity and Hearsay. Nick will specifically discuss preparing & introducing: ESI, photos, video, email, texts, social media and websites & blog posts.
  
  Nicholas Schneider is a trial attorney and Partner with the national law firm Eckert Seamans. He focuses his practice on complex commercial disputes involving breach of contract, breach of fiduciary duty, business torts, employment disputes, copyright infringement, unfair competition and class actions.

  Practice Areas: Criminal Law, Litigation, Personal Injury
  
  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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | 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: 08/28/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 08/28/2024
  Run Time: 1:00:00

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• Navigating the Ethical Minefield: Internet Marketing for Attorneys
• Navigating the Ethical Minefield: Internet Marketing for Attorneys

  Attorneys are no longer confined to print ads in the Sunday paper & late night T.V. commercials. The Internet & social media have opened an entirely new online landscape for attorneys to advertise their services & law firms – but this new electronic terrain presents new ethical challenges.
  
  “In a wreck, need a check?,” attorneys with sledgehammers, a “healthy dose of Dic,” monster trucks & guns. As attorneys that help lawyers with websites & online marketing, Desire'e Martinelli & Jeff Lantz have seen these numerous attorneys violate the rules of professional conduct with their online advertising. They are here to keep your conduct ethical in your YouTube vidoes, Facebook posts & PPC advertising. Primary subject covered: tips to avoid common ethical pitfalls, the consequences & penalties of unethical online advertising, and the best practices & plan when advertising online. Additional topics: using disclaimers, testimonial, making promises, required notifications, misleading ads, confidentiality issues, unjustified expectations, comparative statements, truthfulness & accuracy, case law, creating an ethical compliance plan and tools & resources. Ethical Rules addressed: Rule 1.6: Confidentiality, Rule 7.1: Communications Concerning a Lawyer’s Services, Rule 5.5: Unauthorized Practice of Law and Rule 8.4: Third-Party Violations.
  
  Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.

  Specialty Areas: Legal Ethics
  
  Practice Areas: Ethics, Law Practice Management, Professional Conduct
  
  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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 07/18/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 07/18/2024
  Run Time: 1:00:00

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• Personal Injury Cases: Trial Tips and Techniques
• Personal Injury Cases: Trial Tips and Techniques

  Yes, a trial takes longer than 60 minutes to wrap up. You can blame shows like Suits, CSI, Bull and Law & Order for the reason that most people – and almost all jurors – have an unrealistic view of trial & the courtroom.
  
  Successful trial lawyers know how to overcome short attention spans & downright apathy to connect with the jury and get the best results in the courtroom. Experienced New York trial lawyers Jeffrey Kimmel and Joseph Bavaro provide a lively discussion filled with practical points and tips that you can deploy at your next trial. The dynamic duo will mainly discuss gaining credibility by being yourself, practically applying the rules of civil procedure to your case, building rapport with the jury during voir dire, telling your client’s story during the opening statement and listening to the opposing side’s case. Additional topics covered: using buzz words, developing your own style, doing what works for you, avoiding being too stiff in the opening, keeping the jury’s attention and tips for direct & cross examination.
  
  Jeffrey M. Kimmel is highly regarded for his fierce litigation style and persistent drive to achieve optimal results for his clients. With over 30 years of legal experience, Joseph S. Bavaro is an invaluable advocate for his clients.

  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) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | 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) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 02/26/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  2.00 credit hours
  
  Original Production Date: 02/26/2024
  Run Time: 2:00:00

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• Practical Steps to Avoid Conflicts of Interest
• Practical Steps to Avoid Conflicts of Interest

  The ethical rules regarding conflicts of interest may appear deceptively simple. However, there are numerous situations that may arise where they can be very complicated or deceptive. Or there could be an exception to the conflicts rule or a way to work around it with a well-crafted consent.
  
  In this CLE, ethics expert & Professor of Legal Ethics Cari Sheehan will provide practical guidance on specific ethical situations that arise in your daily practice. Cari will mainly discuss the ethical framework, practical steps to avoid conflicts of interest and specific scenarios where conflicts occur. The steps to conflicts of interest resolution discussed: (1) identifying if it’s a current, former or prospective client, (2) analyzing whether a conflict exists, (3) determining if the conflict is consentable, (4) obtaining informed consent, and (5) remedies if the conflict is not resolved. Specific issues presented: joint representation, the informed disclosure that is required, simultaneous representation in unrelated matters, the material limitation standard, prior work conflicts, informed consent, injunctive relief, disqualification, fee forfeiture, former clients, imputed conflicts, utilizing a firm-wide database and creating ethical walls/screens. Model Rules implicated: 1.7, 1.8, 1.9, 1.10 1.11 & 1.13.
  
  With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, Cari Sheehan serves as the Taft Law’s Assistant General Counsel. She is also an Assistant Clinical Professor of Business Law and Ethics with the IU Kelley School of Business in Indianapolis where she teaches courses in Business Law and Ethics.

  Specialty Areas: Legal Ethics
  
  Practice Areas: Ethics, Law Practice Management, Professional Conduct
  
  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) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | 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 Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 03/14/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 03/27/2025
  Run Time: 1:00:00

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• Prepared Get Their Price: The Importance of Pre-Due Diligence When Selling a Business
• Prepared Get Their Price: The Importance of Pre-Due Diligence When Selling a Business

  Preparing a business for sale in today’s complex marketplace requires an approach that goes beyond traditional due diligence. An in-depth review of the pre-due diligence process can maximize business value and ensure a seamless sale and transition.
  
  This course presents a proven process that evaluates potential risks, validates investment return and identifies opportunities to enhance business value in preparation for business sale or transition. Attorney & Growth Strategist Melanie Wall will mainly cover the action steps involved in pre-due diligence, the main focus when selling a business, lessons from case studies and practical takeaways. Additional topics: drivers & headwinds in M&A, timeline: sales process, implications for lower middle market companies, the sales process, value acceleration drivers & process, scope of diligence, data management, financial performance & goals, legal & regulatory issues, agreements & mitigation, the mini pre-due diligence checklist and overcoming client inertia.
  
  Melanie Wall is the founder and director of GO Growth Partners LLC, a boutique consulting firm that provides value-enhancement services and interim CEO/COO consulting to help small to mid-market companies prepare for successful sale or exit of their businesses.

  Practice Areas: Business Law, Family Law, Taxation, 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) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | 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: 03/08/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 03/08/2024
  Run Time: 1:00:00

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• Recognizing and Eliminating Implicit Bias in Your Legal Practice
• Recognizing and Eliminating Implicit Bias in Your Legal Practice

  If you have a brain, you have a bias. There is no way around it. Implicit, unconscious biases are hardwired into us. This bias originated as a survival instinct when we had to rapidly identify if faces were friendly – or they were a threat we had to protect against.
  
  Cari Sheehan provides a thoughtful analysis of bias, civility and professionalism in our daily legal practice and how we can better understand our decision-making processes as attorneys. Cari will also describe self-assessment tests and exercises that you can apply to yourself to gauge your own implicit biases & those of the attorneys at your firm to avoid unconscious bias in your legal practice. The main areas addressed in this Implicit Bias CLE: Eliminating Bias: The Core of Professionalism & Civility, Biased Conduct & Civility in the Legal Profession, Tests & Exercises to Reduce Bias in Attorneys & Your Legal Practice and How Biased Conduct & Incivility Leads to Professional Discipline. Additional subjects: bias in relationships with clients, bias & professionalism in the court, Model Rule 8.4(d) – Prejudicial to the Administration of Justice, Model Rule 8.4(g) – Avoiding Harassment or Discrimination Based on Protected Classes in the Practice of Law and the Fusiform Face Area (FFA). Cari will also give practical examples of how bias manifests in: recruiting & hiring attorneys, the job screening process (name bias) and work allocation & promotion.
  
  With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, Cari Sheehan serves as the Taft Law’s Assistant General Counsel. She is also an Assistant Clinical Professor of Business Law and Ethics with the IU Kelley School of Business in Indianapolis where she teaches courses in Business Law and Ethics.

  Specialty Areas: Access to Justice
  
  Practice Areas: Access to Justice, Diversity and Inclusion, Diversity, Inclusion and Elimination of Bias, Equity in Justice (NM), Equity, Diversity and Inclusivity (EDI), Equity, Inclusion and Mitigation of Implicit and Explicit Bias (WA), Ethics, Implicit Bias, Professional Conduct, Professionalism
  
  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) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 04/23/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours | 1.00 Access to Justice
  
  Original Production Date: 04/23/2025
  Run Time: 1:00:00

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• Sports Betting: Legal and Practical Tips for Your Clients
• Sports Betting: Legal and Practical Tips for Your Clients

  Pete Rose was banned permanently from baseball for gambling on games while managing the Cincinnati Reds. “Shoeless” Joe Jackson was banned permanently by Commissioner Kenesaw Mountain Landis in 1920 for his part in the Black Sox Scandal – even though he hit .375 in the World Series with 12 hits, 3 doubles and a home run.
  
  Now with the explosion of online gambling and companies like DraftKings, FanDuel and BetMGM, there are even more risks involved for attorneys that represent athletes. Brandon Leopoldus is a sports agent and he constantly reminds his clients about the perils of sports betting, even something as simple as participating in fantasy football with friends. This CLE is broken into 3 parts: the historical context, legal & practical aspects of sports betting and the sponsorship, integration & industry governance of sports betting companies. Additional topics: betting scandals, violations & penalties of Rule 21 in Major League Baseball, the Shohei Ohtani Situation, legalization & regulation of sports betting, Murphy vs. NCAA (2018), Professional and Amateur Sports Protection Act (PAPSA) of 1992, conflicts with league policies, use of AI & geolocation to monitor betting activity, collaboration with leagues to identify anomalies, advising clients on compliance & regulations and best practices for lawyers.
  
  Brandon Leopoldus is a California-based attorney and founder of Leopoldus Law, APC – a specialized law firm dedicated to serving clients in the sports industry. With a focus on providing tailored legal solutions and strategies, Mr. Leopoldus is committed to helping his clients navigate the complexities of their off-field and off-screen needs.

  Practice Areas: Sports and Entertainment
  
  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) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 10/31/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 10/31/2024
  Run Time: 1:00:00

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• Tesla Autopilot Failure Litigation and the Future of CAT
• Tesla Autopilot Failure Litigation and the Future of CAT

  Nearly a century before the first Tesla hit the streets, the driverless car du jour was a Pontiac known as the Phantom developed in the 1920’s. The Phantom was remote controlled by the tap of a telegraph key by a second car trailing miles behind.
  
  Fast forward to today & driverless cars are set to take the world by storm with the global market for self-driving vehicles reaching around $2.5 trillion by 2030. But we are still at the infancy of this new technology that heavily employs autopilot and CAT (Collision Avoidance Technology). In this CLE, Brett Scheiber will detail this new technology and discuss litigation that has ensued from accidents involving Tesla vehicles. Brett will mainly: demystify autopilot, describe how the tech works & how it fails, review Tesla’s claims regarding its autopilot and CAT (Collision Avoidance Technology) technology, show you how to collect the evidence for litigation and how to vett these & other CAT cases. He will also discuss: the 5 levels of tech, myths & facts regarding autopilot & CAT, EDR (Event Data Recorder) data, on-board Tesla videos, car log/D16, the NHTSA & NTSB and the future of Tesla cases & litigation.
  
  Brett Schreiber’s practice includes mass torts, personal injury, medical malpractice and condemnation law. Whether lecturing student groups or handling pro bono claims for wrongfully convicted, he is guided by the Hebrew principle of tikkun olam meaning “to heal the world.”

  Practice Areas: Litigation, Personal Injury
  
  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) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 01/24/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 01/24/2025
  Run Time: 1:00:00

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• The ADA and Website Accessibility
• The ADA and Website Accessibility

  While the DOJ has made clear that the Americans with Disabilities Act (ADA) applies to business websites, to date, it has refused to develop specific regulations that can be used to measure compliance.
  
  Instead, under its recent “Flexibility Guidance,” the DOJ simply leaves it up to business owners to figure out if they are in compliance. With all this gray area – what can be done? Jeff Lantz & Desire'e Martinelli of Esquire Interactive will enlighten you on the best practices for website accessibility for business owners by covering: key rulings & DOJ Guidance, WCAG Success Criteria (Level AA), website accessibility best practices, accessibility compliance checkers, accessibility plugins and key takeaways for attorneys & law firms. Additional topics: recent DOJ Flexibility Guidance, Robles v. Domino’s Pizza, Public Accommodations, text size + color contrast, WCAG Success Guidelines, webpages + applications, Google reCAPTCHA, ALT tags, navigation, video elements, Microsoft Office Accessibility Checker, Adobe Accessibility Checker, closed captioning, heading tags, transcription, PDFs, WAVE and risk tolerance.
  
  Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.

  Practice Areas: Administrative Law, Business Law, Law Practice Management, Litigation, Technology
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | 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) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 01/25/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 01/25/2024
  Run Time: 1:00:00

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• The Biggest Cybersecurity Threat: Human Behavior
• The Biggest Cybersecurity Threat: Human Behavior

  If cybercrime was a country, it would be the third largest economy behind only China and the United States. By 2028, the annual cost of cybercrime worldwide is expected to approach $15 trillion. Attorneys must be educated on the risks associated with cybersecurity in order to protect their firms and clients.
  
  Your law firm’s cybersecurity is only as strong as your weakest link: your employees. 95% of all successful cyber breaches are due to human behavior. In the CLE Tom Kirkham will describe the extent of the cybercrime threat to your law firm, address strategies & trainings and he will conclude by introducing you to the 3 pillar methodology to protect your law firm. Additional topics: the size & scale of the hacking industry, what is at risk for attorneys, common shortfalls, the NIST Cybersecurity Framework, exploiting human factors & behavior, psychological warfare, why training fails, plan & act, Cybersecurity Defense Systems, IT Infrastructure, governance, and Managed Cybersecurity Services (MSSP). With these strategies that Tom details, you can create a security-first culture that will help your law firm survive and thrive in the face of the cyber pandemic. This program is designed for attorneys at any level of practice in any field of law.
  
  Tom Kirkham, founder and CEO of Intech Security provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment.

  Practice Areas: Business Law, Criminal Law, Cybersecurity, Law Practice Management, Personal Injury, Technology, 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) | 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 Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 07/31/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 07/31/2024
  Run Time: 1:00:00

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• The Fundamentals of Franchise Law
• The Fundamentals of Franchise Law

  7-Eleven, Chick-fil-A, The UPS Store, ACE Hardware… walk down any street in America and you will by numerous franchises. Truly an American invention, it was Benjamin Franklin that created the first “franchise” in 1731 that now dominates American business.
  
  Chris Howard specializes in this growing area of law and he represents both franchisors and franchisees all across the country. He counsels his clients with practical information to help avoid some of the common pitfalls that can trip up franchisees. Chris will mainly discuss: Terminology & Key Documents, the Regulatory Framework, Key Items in the Franchise Disclosure Document (FDD) and How to Review a Franchise Agreement. Additional topics: FTC Franchise Rule (16 CFR pt. 436), the 14 Day Rule, state franchise laws, “material change,” Going Dark, Item 3 — Litigation, Item 12 — Territory Restrictions, Item 19 — Financial Performance Representations, Item 20 — openings, closings & transfers of franchise locations, Step 1 — Questions for the Client, Step 2 — What type of FA is it?, Step 3 — Review Material Terms, Step 4 — Territory Rights, Step 5 — Obligations, Step 6 — Default, Termination, Breach Provisions, Joint—Employer, Trademarks, Territorial Encroachment Arbitration and Inadvertent Franchise.
  
  Chris specializes in franchise and corporate law, representing both franchisors and franchisees all across the country. He has drafted franchise documents and contracts for many large franchisors, franchisees, and entrepreneurs.

  Practice Areas: Business Law
  
  Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Idaho (ID) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | 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) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 06/30/2026

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.25 credit hours
  
  Original Production Date: 06/30/2023
  Run Time: 1:15:00

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• The Secret Addiction: Attorneys and the Impact of Internet and Sports Betting
• The Secret Addiction: Attorneys and the Impact of Internet and Sports Betting

  Online gambling is BIG business. By 2029, the projected market volume is expected to reach $133 BILLION. It’s no wonder that gambling disorder was recently recognized by the DSM-V as an addictive disorder.
  
  It’s also no surprise that lawyers are especially at risk because addiction is already problematic for lawyers, who suffer disproportionate rates of mental & addictive disorders. A former alcoholic with a cocaine & sports gambling addition, Brian Quinn knows the depths of despair all too well. From being suspended from the practice of law for 5 years to serving as Education & Outreach Coordinator at LCL, Brian learned to persevere & overcome. He will share his personal story and take a deep dive into gambling addiction – including its warning signs, risks, co-morbidities, related ethical issues and the toll it takes on the legal profession. Additional topics: how LAPs (Lawyer Assistance Programs) help attorneys, the Hazelden-Betty Ford Study on Lawyer Impairment, the DSM-5: Gambling Disorder definition, the Gambling Establishment, Murphy v National Collegiate Athletic Association, Roger Goodell & The NFL, accessibility & anonymity, perfectionism, excessive self-reliance and the stigma of addiction for attorneys.
  
  Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for Lawyers Concerned for Lawyers 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.

  Specialty Areas: Mental Health & Substance Abuse
  
  Practice Areas: Attorney Wellness, Diversity and Wellness, Ethics, Mental Health & Substance Abuse, Prevention & Detection Competence, Professional Conduct, Professional Well Being (NC), Professionalism, Substance Abuse
  
  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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | 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) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 09/06/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Mental Health & Substance Abuse
  
  Original Production Date: 09/06/2024
  Run Time: 1:00:00

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• The Unprofessionalism Zone: Lessons from Lawyers Behaving Badly
• The Unprofessionalism Zone: Lessons from Lawyers Behaving Badly

  "I know it when I see it." Potter Stewart’s words are one of the more famous legal quotes and referred to hardcore pornography.
  
  Well, I think we can all agree without further details that (repeatedly) pooping in a pringles can and throwing it in the opposing party’s parking lot violates some type of ethical rule or professionalism guideline. And yes, that actually happened and the lawyer was suspended for 1 year. In this CLE, Ron Daniels turns things around and provides professionalism lessons from lawyers behaving badly. The case examples analyzed: the attorney who pooped in the pringles can, lawyers & unprofessional emails, a defense attorneys unprofessional use of AI, unprofessional conduct at deposition and unprofessional conduct on social media. Additional topics: Ethics vs. Professionalism, the Lawyer’s Creed, Georgia’s Aspirational Statements on Professionalism, the Golden Rule and civility. Ron E. Daniels is a trial attorney that represents clients in consumer protection cases.
  
  Ron E. Daniels is a trial attorney that represents clients in consumer protection cases. He fiercely and proudly represent Georgians in cases involving credit card, student loan and medical debt.

  Specialty Areas: Legal Ethics
  
  Practice Areas: Civility, 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) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | 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 Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 12/27/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 12/27/2024
  Run Time: 1:00:00

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• TikTok Attorneys, Ethics Doesn't Stop
• TikTok Attorneys, Ethics Doesn't Stop

  Do you know Michael Mandell, Anthony Barbuto or @TikTorTok?? You might not know them yet - but literally millions of other people do. Yes, even attorneys are breaking into the TikTok market… and some have 10M+ followers!!!
  
  However, TikTok does not come without ethical concerns for attorneys, especially considering the constraints of attorney advertising rules. In this CLE, Cari Sheehan will detail the ethical issues associated with using social media & TikTok and review some attorney influencer videos to see if their online conduct truly comports with the Rules of Professional Conduct. Main topics covered: attorney advertising in a TikTok world, how artificial intelligence can help attorney advertising and ethical rules implicated in advertising on social media platforms. Additional subjects: how attorneys can educate, entertain & inspire on TikTok, how AI like ChatGPT & otter.ai can help attorneys, using disclaimers, YouTube, Facebook, LinkedIn, Twitter, Instagram, using TikTok for hiring & collecting evidence, the perks of successful advertising, showing your personality & humanizing the profession, the cons of TikTok and best practices for remaining ethical while advertising online.
  
  Cari Sheehan is an Assistant Clinical Professor of Business Law and Ethics with the IU Kelley School of Business - Indianapolis where she teaches courses in Business Law and Ethics.

  Specialty Areas: Legal Ethics
  
  Practice Areas: Ethics, Law Practice Management, Professional Conduct
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | 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)
  
  Course Expiration: 05/17/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 05/17/2024
  Run Time: 1:00:00

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• Trade Secret Litigation: A Comprehensive Guide
• Trade Secret Litigation: A Comprehensive Guide

  This CLE program offers attorneys an in-depth exploration of trade secrets litigation, with a particular focus on the Defend Trade Secrets Act (DTSA) and its interplay with the Uniform Trade Secrets Act (UTSA).
  
  Participants will be guided through the full lifecycle of a trade secret dispute — identifying and protecting proprietary information, investigating misappropriation, litigating claims in federal or state court and enforcing remedies and protective measures. Attorneys will gain skills for conducting internal investigations, drafting cease-and-desist letters, assessing whether information qualifies as a trade secret, selecting appropriate forums, crafting discovery strategies, anticipating defenses & counterclaims, and protecting confidential information during litigation. Special attention is given to the unique remedies available under the DTSA, including ex parte seizure orders and enhanced damages for willful misappropriation.
  
  Learning Objectives:
  
  - Understand the statutory definitions of trade secrets and misappropriation under the DTSA, and how they compare to the UTSA and common law approaches.
  
  - Recognize what types of information may qualify as protectable trade secrets, including both positive and negative information, combinations of known elements, and single-use data.
  
  - Evaluate pre-litigation strategies such as trade secret audits, forensic analysis of departing employees, and the strategic use of cease-and-desist letters.
  
  - Analyze the practical and legal considerations in bringing a trade secrets lawsuit, including forum selection, personal jurisdiction, venue, and choice of law.
  
  - Identify the causes of action and defenses available in trade secret cases, and anticipate counterclaims that may be raised by defendants.
  
  - Develop discovery strategies to uncover direct and circumstantial evidence of misappropriation, including forensic analysis, third-party discovery, and expert witness involvement.
  
  - Assess remedies and relief available under federal and state law, including injunctive relief, damages, attorney’s fees, punitive damages, and ex parte seizure orders.
  
  - Implement best practices for protecting trade secrets during litigation, including protective orders, confidentiality protocols, and sealing of court records.
  
  Nicholas Schneider is a trial attorney and Partner with the national law firm Eckert Seamans. He focuses his practice on complex commercial disputes involving breach of contract, breach of fiduciary duty, business torts, employment disputes, copyright infringement, unfair competition and class actions.

  Practice Areas: Business Law, Intellectual Property, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | 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) | Washington (WA)
  
  Course Expiration: 08/31/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.25 credit hours
  
  Original Production Date: 08/31/2025
  Run Time: 1:15:00

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• Trust Establishment from Drafting to Funding: Avoiding Common Pitfalls
• Trust Establishment from Drafting to Funding: Avoiding Common Pitfalls

  This CLE program is designed to guide estate planning attorneys through the often-overlooked nuances of trust drafting and funding. With real-world examples and practical drafting language, attorney Leah Morrison highlights the most common mistakes practitioners make when preparing and funding trusts. From discretionary standards and trustee powers to titling assets and interpreting ambiguous clauses, this course equips attendees with actionable strategies to improve trust clarity, enforceability and alignment with client intent. This session provides essential tools to reduce risk, avoid litigation and deliver higher-value estate plans.
  
  After completing this course, participants will be able to:
  
  • Identify the essential components of a valid trust and explain the roles and responsibilities of trustees, beneficiaries, and grantors.
  • Interpret and evaluate key trust language — including Health, Education, Maintenance, and Support (HEMS) clauses — to ensure clarity and consistency with settlor intent.
  • Assess the implications of trustee discretion and standard of review in discretionary distributions, with an emphasis on avoiding misinterpretation and potential litigation.
  • Analyze real-world drafting and funding mistakes to understand their consequences and apply corrective strategies in practice.
  • Implement effective funding strategies by correctly titling assets and coordinating trust provisions with beneficiary designations, tax implications, and estate planning goals.
  
  Leah Morrison thinks of tax law as a board game with very elaborate rules. Once you learn the rules, you can learn how to navigate the game – and win. Her knowledge of both tax and estate law allows her to present her clients with options for estate plans that take taxes into account when appropriate.

  Practice Areas: 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) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 06/06/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB

  1.00 credit hours
  
  Original Production Date: 06/06/2025
  Run Time: 1:00:00

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