Category Archives: Malpractice

New CLE Course on Assessing Liability, Damages and Collectibility in a Personal Injury Case

imgresThree key areas can make or break your personal injury case – liability, damages & collectability. Understanding how to assess these three key areas of your case can have a significant affect on the results that you obtain for your clients and can save you a lot of time, effort and resources.

In this course, San Diego trial attorney Dan Gilleon analyzes the big three factors of personal injury – liability, damages & collectability. Dan also covers a myriad of other considerations when handling a personal injury case.

In this follow up course to Personal Injury: Liability, Damages and Collectibility, trial attorney Dan Gilleon thoroughly analyzes these three key areas when handling a personal injury case. The main topics discussed include the importance of jury instructions, using experts to establish liability & damages and how to leverage liability & damages to maximize recovery for your client. To access the course please click here: Personal Injury: A Detailed Examination of Liability, Damages and Collectibility.

Further subjects covered in the CLE course include:

  • Learning to rely & build your case on jury instructions
  • The basic duty of care
  • Presumption of negligence per se
  • Causation/substantial factor
  • Reliance on the good conduct of others
  • Failing to properly prepare your experts
  • Accident reconstructionists
  • Safety experts
  • Biomechanic experts
  • Human factors experts
  • Lighting experts
  • Helmet experts
  • Expert issues with written discovery & depositions
  • Insurance issues
  • Past medical expenses
  • General damages
  • Pre-existing conditions
  • The eggshell plaintiff
  • Damages experts
  • Settlement offers
  • Underinsured motorist coverage
  • Bifurcation
  • Maintaining your professionalism

Daniel M. Gilleon has spent more than a decade at the forefront of San Diego personal injury and civil rights litigation. Known as a tenacious litigator, his outstanding track record makes him a distinguished legal voice in the local and national media. Mr. Gilleon practices in the areas of personal injury, employment law and civil rights.

This course on Personal Injury is offered in these states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.

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CLE Course on Compromised Competence: Addiction in the Legal Profession

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Numerous studies conducted by the American Bar Association (ABA) and state bar associations show that there is a definite correlation between substance abuse and discipline in the legal profession. The bottom line: attorneys with substance abuse issues are much more likely to face discipline and disbarment. This is the reason that some states such as California require a mandatory course on Competence Issues that focuses on substance abuse in the legal profession, and many other states allow substance abuse courses to qualify for legal ethics credit.

One recent study found that in nearly 85% of all trust fund violation cases the attorney has an underlying substance abuse problem.

To learn more about how substance abuse and addiction affects an attorney’s competence to practice law join Susan Brown as she provides her expertise into addiction and what can be done about the problem. The main issues covered include lawyer stressors that contribute to substance use & addiction, the signs of addiction and where attorneys can go to get help for themselves and fellow attorneys. To access the course please click here: Compromised Competence: Addiction in the Legal Profession.

Further issues addressed in this CLE course include:

  • The “culture” of the legal profession
  • The result of stressors
  • Perfectionism
  • DSM-V symptoms of depression
  • Symptoms of secondary traumatic stress
  • “The solution”
  • Alcohol & other substances
  • CAGE screening
  • Addictive thinking
  • Consequences of addiction in the legal profession
  • “Real lawyers don’t ask for help”
  • Suggested solutions
  • The Lawyer Assistance Program (LAP)
  • The “Other Bar”
  • Lawyers Helping Lawyers
  • Trauma
  • EMDR therapy for trauma & addiction

Susan Brown is a Licensed Clinical Social Worker (LCSW) and Board Certified Diplomate (BCD). Since 1987 she has been in private practice in San Diego, California, and her areas of expertise include mood disorders, Post Traumatic Stress Disorder (PTSD), substance & behavioral addictions, and marriage counseling. Mrs. Brown specializes in a treatment approach called EMDR (Eye Movement Desensitization and Reprocessing) developed by psychologist Francine Shapiro, Ph.D., in 1989. She is a Certified Approved Consultant through the EMDR International Association. EMDR is an efficient, effective, and extensively researched therapy for clearing out and resolving negative traumas. Susan is often called in by attorneys to work with clients that have suffered severe trauma.

This CLE course on competence & substance abuse qualifies for Competence Issues credit in California and legal ethics credit in many  other states and is currently offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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New CLE Course on Ethics & ESI

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Whether you’re in private, government, or corporate practice, you’re likely to deal with ESI (Electronically Stored Information) for a variety of transactional, litigation and business purposes. And as new technologies are developed and then become integrated into society and the practice of law, an attorney’s obligations under the ethical duty of competence continues to evolve. At a very minimum, attorney competence generally requires a basic understanding of, and facility with, issues relating to eDiscovery and the proper discovery of electronically stored information (ESI). The duty of competence may require a higher level of technical knowledge and ability depending on the e-discovery issues involved in a given matter and the nature of the ESI involved.

Failing to adhere to ethical standards in eDiscovery can lead to fines, reduced verdicts and even suspension from the practice of law.

In our brave new electronic world, digital pitfalls are truly lurking everywhere and this program will assist you in understanding the do’s and don’ts of eDiscovery by covering a number of pertinent ethical rules and recent case law in the area. This CLE program will mainly explore your ethical obligations in these areas: competence, the attorney-client privilege, client confidentiality, knowing where to look for ESI and intentionally withholding ESI. To access the course please click here: Ethics & ESI: Pitfalls and Practical Tips For the Wary Practitioner.

Further issues discussed in this CLE course include:

  • Rules of Professional Conduct
  • The Business & Professions Code
  • The ABA Model Rules
  • The Stored Communications Act
  • The I “heart” Hot Moms case
  • Electronic spoliation
  • Intentionally deleting electronic evidence
  • Removing Facebook photos & other social media evidence
  • Innocent deletion
  • Social media’s indefinite half life
  • Emails & the attorney client privilege
  • The work product doctrine
  • The responsibilities of partners & supervisory lawyer
  • The responsibilities of a subordinate lawyer
  • Responsibilities regarding nonlawyer assistance
  • Withholding electronic documents & emails
  • Qualcomm Inc. v. Broadcom Corp.
  • The penalties for failing to live up to ethical standards when conducing eDiscovery

Eric R. Deitz devotes much of his practice to the defense of attorneys and other professionals sued for malpractice. He also practices complex, estate and appellate litigation. Eric’s published opinions include In re Harris, 590 F.3d 730 (C.A.9, 2009) and Woolverton v. McCracken, 321 Ill.App.3d 440 (2001). Eric has tried multiple cases to verdict, including a statewide class action in California Superior Court. He also lectures on legal ethics, e-discovery, and document retention practices and policy. A member of the invitation-only Legal Ethics Committee of the San Diego County Bar Association, Eric currently serves on the committee’s executive board. Since 2013, Eric has been recognized by the Southern California edition of Super Lawyers® in the area of Professional Liability Defense.

This CLE course on ethics & ESI qualifies for legal ethics credit and is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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New CLE Course on Substance Abuse & Competence

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Suicide is the leading cause of premature death for lawyers. The main reason for the high rate of suicide in the legal profession is the fact that a number of attorneys are affected by alcohol & drug abuse and depression. Did you know that attorneys are nearly twice as likely to have problems with drugs & alcohol when compared with the general population? And the depression rate in the legal profession is the highest amongst all professions, as attorneys are nearly four times more likely to suffer from depression when compared against the general population.

Do you know what the leading cause of premature death is among attorneys?  It’s not heart attacks or car accidents.

If you would like to learn more about substance abuse and its affects on lawyers and the legal profession, please join Richard Carlton for an overview of the link between substance abuse, depression and your competence to practice law. The main topics discussed include why the law is a high risk profession, substance abuse & depression disorders, lawyers & personality traits, how to cope with the legal profession, the power of now and managing client expectations. To access the course please click here: Substance Abuse and Competence.

Further issues presented and discussed in this CLE course:

  • Brain chemistry
  • Dopamine
  • Serotonin
  • Depression
  • Pre-law students
  • The effects of law school
  • Common personality traits of lawyers
  • Pessimism & attorneys
  • Thinking like a lawyer
  • The Lawyer Assistance Program (LAP)
  • Thinking vs. circumstance
  • The stress response
  • Worry
  • Negativity bias
  • The special power of fear and negativity
  • Mindfulness
  • Hardwiring happiness
  • Resources & assistance
  • Your cell phone number
  • Pace of life and time shifting

The Acting Director of the Lawyer Assistance Program (LAP) of the State Bar of California, Richard P. Carlton has been addressing mental health and disability concerns in the legal profession for over twenty-five years. He regularly delivers continuing legal education (CLE) presentations on addressing substance abuse and managing stress to bar associations, specialty bars, State Bar sections and law firms throughout California. Mr. Carlton’s articles have appeared in Judicature, The Judges Journal of the ABA, California Bar Journal and other legal publications. In addition to his work with the LAP program he is a consultant to the U.S. Courts for the Ninth Circuit, the National Conference of Bankruptcy Judges and the Idaho Judicial Branch on matters of judicial stress and wellness.

This substance abuse CLE course qualifies for legal ethics or substance abuse credit and is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.

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New CLE Course on Ethics & Technology

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In a very short period of time technology has revolutionized society and has forever changed the practice of law. The days of burying your head in the sand and hoping that technology all just goes away are over – whether you like it or not, technology is here to stay. ESI, metadata, litigation holds, friending potential witnesses… lawyers now need to understand and be well-versed with technology in order to fully represent their clients, get the best outcome at trial and avoid discipline and malpractice lawsuits.

Failing to grasp these new technologies in your everyday practice can lead to ethical violations, malpractice lawsuits and even disqualification.

In this new CLE course Ed McIntyre provides ethical guidance for fellow trial attorneys by reviewing three different hypothetical case examples based on the following subjects: electronically stored information (ESI) & the litigation hold, the inadvertent disclosure of documents and friending people involved in a lawsuit. To access the course click here: Ethics and Technology for the Trial Lawyer.

Further topics covered by Mr. McIntyre include:

  • Why we should care about ethics & technology
  • The applicable laws & codes
  • The evolution of technology
  • ESI (electronically stored information)
  • The Zubulake series of cases
  • Model Rule 1.1, Model Rule 1.6(c)
  • Rico v. Mitsubishi
  • Attorney client privilege
  • Attorney work product
  • Model Rule 4.4(b)
  • Disqualification
  • Public vs. private Facebook pages
  • Googling the jury

Edward J. McIntyre, Esq. is a litigation partner and general counsel for Solomon Ward Seidenwurm & Smith, LLP where he practices complex business litigation in federal and state courts. He also advises and represents attorneys on issues of professional responsibility, risk mitigation and professional negligence. Mr. McIntyre is an expert on the topic of professional responsibility. He testifies as an expert witness in court, writes a monthly column on professional responsibility in the San Diego Lawyer Magazine and frequently lectures on this topic. He is also a member and chair of the San Diego County Bar Association Legal Ethics Committee and received the 2013 Top Lawyers of San Diego distinction.

This CLE course on ethics & technology is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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California CLE: Legal Ethics Credits

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If you practice law in California (and many states around the country) you have a legal ethics requirement as part of your mandatory CLE obligations. For example, attorneys in California must complete 4 credit hours of legal ethics each 3 year compliance period. In other state like Florida and Illinois, attorneys need to complete 5 and 6 credit hours of legal ethics respectively each CLE compliance period.

California MCLE Compliance Requirements

  • Total Units: 25
  • Legal Ethics: 4
  • Elimination of Bias: 1
  • Substance Abuse/Competence Issues: 1

If you need legal ethics credit, we have a number of courses that qualify for that type of specialty credit. Here is a list of courses that qualify for ethics credit in California.

Legal Ethics Courses:

  • Avoiding Ethical Violations and Legal Malpractice Claims: An Expert’s Perspective
  • Conflicts of Interest: The Basics
  • Ethical Advice from a Trial Lawyer
  • Ethics & Legal Technology: E-Filing, Email & Electronic Wills
  • Ethics for Lawyers in the Cloud
  • Ethics in a Web 2.0 World
  • Ethics of Cloud Computing
  • Fee Agreements: Ethics & Reasonableness
  • Honesty is Best Policy: How Far Can You Go in Negotiations
  • Law, Ethics & Technology: E-Discovery & E-Competence
  • Law, Ethics & Technology: E-mail, Metadata & Electronic Storage
  •  Legal Ethics: Civility and Zealous Representation
  •  Personal Injury: An Ethically Hazardous Practice Area
  •  Practical Ethics: Avoiding Trouble with Clients, Courts and the State Bar
  •  Take Five: Edifying and Educational Ethical Examples
  •  Top 10 Ways to Stay Out of Ethical Trouble
  • Working with Experts

California attorneys can complete legal ethics courses for self-study or participatory credit as long as they complete a total of 12.5 hours of participatory credit. For more information about California CLE please click the following link: CA CLE.

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CLE Course: Ethics of Cloud Computing

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Welcome to the digital age! The use of cloud computing technologies offers lawyers and law firms alike distinct advantages in terms of cost savings, flexibility & mobility, ease of use and more efficient client service. However, because cloud computing places data – namely confidential client information – on remote servers outside of the lawyer’s direct control, it has given rise to some serious concerns regarding its acceptability under applicable ethics rules. For these reasons, attorneys must be cognizant of their ethical duties when selecting an appropriate vendor and deploying cloud technologies in their practice.

Your law firm would like to take advantage of new technologies like “The Cloud” … but is it safe? How can you be sure you are fulfilling your ethical duties to your client to protect their confidential information?

If you have questions about utilizing cloud technologies in your practice while still maintaining ethical standards of practice then join intellectual property attorney Robert Cogan as he describes what the Cloud is and how you can use this new technology without running afoul of the ethics rules. By taking this course you will reach a basic level of familiarity with what the Cloud is in the context of law practice, be able to identify the ethical obligations that must be met in use of the Cloud, learn the actions the attorney must take in exercising due care when selecting a vendor, recognize significant security vulnerabilities that are not a function of Cloud use and take steps to address these security vulnerabilities. To access the course please click here: Ethics of Cloud Computing.

Additional topics addressed include:

  • Pertinent terms
  • Rules of professional conduct
  • Services
  • SAS
  • Advantages of using the Cloud
  • State ethics opinions
  • ABA opinions & Model Rules
  • Client confidentiality
  • Competence
  • Questions to consider
  • Knowledge requirements for non-technical attorneys
  • Terms of service
  • Practical care
  • Non-technical considerations
  • Social engineering
  • Phishing
  • Trojan horses
  • General guidance

Robert P. Cogan is a business and intellectual property lawyer with over 35 years of experience in both corporate and private practice as well as experience in operating management. His previous experience includes fourteen years as chief patent counsel of a Fortune 200 Company, where he managed the development and enforcement of worldwide patent and trademark portfolios. He has negotiated multimillion dollar agreements, including software licenses, distributorships and joint research projects. Mr. Cogan also has extensive experience in contracting with government agencies including Department of Defense, NASA, and NIH, as well as state agencies.

This CLE course on elder law is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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Sexual Harassment Awareness and Prevention for Lawyers

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There are various reasons to prevent sexual harassment in the legal workplace. It’s not just the right thing to do – sexual harassment is unethical and illegal. With a little knowledge you can avoid costly and damaging lawsuits and financial cost to your firm and yourself. Further, promoting a healthy legal workplace that is free of discrimination maintains good workplace morale and enhances your law firm’s reputation.

Being aware and preventing sexual harassment in the legal workplace can help you to avoid discipline and to keep your job.

To learn more about creating a legal and healthy work environment please join attorney Alisa Shorago as she provides a practical and lively discussion on sexual harassment awareness and prevention for attorneys. Mrs. Shorago will discuss reasons to prevent sexual harassment, define sexual harassment under the law, identify examples of sexual harassment, discuss some of the ethical rules regarding sexual conduct/relationships, discuss ways of preventing harassment in the legal workplace including anti-harassment policies and help to determine the boundaries of appropriate behavior. To access the course click here: Sexual Harassment Awareness and Prevention for Lawyers.

Further topics addressed in this CLE course include:

  • State & federal harassment laws
  • The definition of workplace harassment
  • Theories of harassment
  • Attorneys behaving badly
  • Organizational liability
  • Prompt & effective action
  • Remedies, specific rules for attorneys
  • Sexual relations with clients
  • Governing behavior in the legal system
  • How to prevent & deal with harassment
  • Key aspects of an anti-harassment policy
  • “Staying in the Green”
  • Appropriate workplace behavior and further guidelines

Alisa Shorago is an accomplished trainer, providing seminars in legal writing, business writing, workplace professionalism and sexual harassment prevention. She has also practiced law for over 15 years with a focus on litigation and has clerked for state appellate and federal trial courts. In addition, she is a legal writing columnist for the San Diego County Bar Association, as well as a past board member of California Women Lawyers, Lawyers Club of San Diego and the San Diego chapter of the American Society for Training and Development.

This CLE course on the legal and tax implications of cause marketing is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA) — Elimination of Bias credit
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country.  This course on Sexual Discrimination qualifies for Elimination of Bias credit in California.  For more information about CLE in California please click the following link: CA CLE.

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Reducing the Risk and Cost of Cross-border and Multi-lingual eDiscovery Cases

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Recent court decisions imposing sanctions and holding both in-house and outside counsel responsible for poor electronic discovery practices make it clear that all attorneys need to understand the basics of electronic discovery – or at least know when and how to engage colleagues, litigation support teams and service providers who are experts in the field.  Complicating this challenge is the fact that many businesses have an international presence and have offices and employees scattered across the globe.  With the increasing global reach of both business and economic activity, the incidence of cross-border and multi-language litigation is rapidly increasing.  And countries in Europe, Asia and elsewhere around the world have much more strict data privacy laws than the United States that affect how electronic information can be discovered.

Agenda for Course

  • Cross-Border Legal Considerations
  • International Collection Strategies
  • Using technology to lower cost & risk of foreign language review

This CLE course presented by Jeff Jacobs, Associate General Counsel for DTI, will address how to resolve some of the principle discovery challenges involved in cross-border and multi-language litigation.  The main topics discussed by Mr. Jacobs include dealing with non-U.S data privacy laws & regulations, cross-border legal considerations, international collection strategies, using technology to lower the cost & risk of foreign language review and resolving cultural & foreign language issues that may arise in the course of conducting cross-border discovery.  To access the course please click here: Reducing the Risk and Cost of Cross-border and Multi-lingual eDiscovery Cases.

Mr. Jacobs also addresses:

  • Discovery versus privacy around the world
  • Global approaches to personal privacy
  • EU data privacy developments
  • The Sedona framework
  • Jurisdiction
  • Blocking statutes
  • International data privacy laws
  • EU members state penalties
  • Hague evidence collection
  • Resolving international disputes
  • Collecting international information
  • Language identification
  • Special handling for Asian, European and Arabic languages
  • Review strategies
  • The form of production

Jeff Jacobs is the General Counsel and Senior Consultant for Document Technologies, Inc. (DTI).  For the past five years he has advised clients on litigation readiness, email & records retention and the planning & execution of electronic discovery matters.  Prior to joining DTI, Jeff spent seven years as an Associate Litigation Counsel at MCI/WorldCom, where he managed the electronic discovery associated with the government investigations of the WorldCom accounting fraud, related securities class actions and other litigation and the acquisition of MCI by Verizon.  He also served as counsel to the company’s Records and Information Management group and managed the subpoena compliance unit.  Before MCI, he was a Special Counsel in the litigation group of Sullivan & Cromwell’s Washington, DC office.  Jeff is a graduate of Williams College and the University of Chicago Law School and was in the first class of candidates to qualify as a certified electronic discovery specialist by the Association of Electronic Discovery Specialists (ACEDS).

This CLE course on reducing the risk and cost of cross-border and multi-lingual eDiscovery cases is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country.  For more information about CLE in California please click the following link: CA CLE.

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Reducing E-Discovery Costs and Risks Through Litigation Readiness

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The Federal Rules of Civil Procedure (FRCP) require that companies must be prepared to discuss the location and accessibility of potentially relevant electronically stored information (ESI) shortly after the litigation begins.  The federal (and many state) discovery rules and recent case law require the quick and effective imposition of a litigation hold on critical ESI before the lawsuit even begins.[1]  This presents numerous challenges for large companies that are generating voluminous amounts of electronic documents and emails.  Litigation has also become increasingly expensive and is only increasing in the areas of intellectual property, products liability, employment, securities and mergers & acquisitions.

  • How can you mitigate and reduce eDiscovery risks?
  • What is the best way to manage and reduce eDiscovery costs?
  • How do you leverage existing and implement new technologies to achieve discovery objectives?

In this CLE course DTI Associate General Counsel Jeff Jacobs will answer the questions above and provides points on how to reduce discovery costs and risks through litigation readiness.  The main topics addressed by Mr. Jacobs include case law & rule evolution, proactively addressing the eDiscovery challenge, records retention & policy review, eDiscovery process development, litigation holds and risk & cost mitigation.  To access the course please click here: Reducing E-Discovery Costs and Risks Through Litigation Readiness.

Additional topics addressed include:

  • Why eDiscovery matters
  • Discovery sanctions
  • Judicial intolerance for poor eDiscovery
  • Critical sanction cases
  • The EDRM (Electronic Discovery Reference Model)
  • Finding the relevant information
  • ESI assessment
  • Saving costs through effective retention & disposition
  • What judges want related to eDiscovery
  • The development of an effective litigation discovery response plan
  • The creation of a targeted data map

Jeff Jacobs is the General Counsel and Senior Consultant for DTI. For the past five years he has advised clients on litigation readiness, email & records retention and the planning & execution of electronic discovery matters.  Prior to joining DTI, Jeff spent seven years as an Associate Litigation Counsel at MCI/WorldCom, where he managed the electronic discovery associated with the government investigations of the WorldCom accounting fraud, related securities class actions and other litigation and the acquisition of MCI by Verizon.  He also served as counsel to the company’s Records and Information Management group and managed the subpoena compliance unit.  Before MCI, he was a Special Counsel in the litigation group of Sullivan & Cromwell’s Washington, DC office.  Jeff is a graduate of Williams College and the University of Chicago Law School and was in the first class of candidates to qualify as a certified electronic discovery specialist by the Association of Electronic Discovery Specialists (ACEDS).

This CLE course on reducing eDiscovery costs and risks through litigation readiness is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country.  For more information about CLE in New York please click the following link: NY CLE.

[1] Litigation holds must be imposed once a triggering event occurs and litigation is reasonably foreseeable.

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