From car accidents to botched surgeries, many legal cases require lawyers to put on their doctor hats and have in-depth knowledge of the anatomy human body. In briefs and during mediation – and especially in the courtroom – personal injury attorneys must be able to convey their knowledge of anatomy to experts and the judge and especially the jury.

In this CLE course, attorney Rachel Rose will teach you about the anatomy fundamentals you need to know about so you can communicate with your expert witnesses and the jury. Rachel will mainly cover the issues & types of cases that require a lawyer to have anatomical knowledge, anatomy vs. pathology, medical position terminology and practical points to consider in your legal cases. She also provides detailed overviews of the following systems: musculoskeletal, gastro-intestinal, circulatory and nervous.

From working on Wall Street to interning on Capitol Hill, Rachel V. Rose, JD, MBA, has accumulated knowledge in a multitude of fields throughout her career. She advises on federal and state compliance and areas of liability associated with a variety of healthcare, legal and regulatory issues including: HIPAA, the HITECH Act, the False Claims Act, Medicare issues, as well as corporate and security regulations.

You might be a winner! No purchase necessary! Just send a self-addressed stamped envelope! Many will enter…. few will win. We all know the catch phrases because we’ve heard the sweepstakes and promotions commercials countless times.

In this CLE course Rob Laplaca will show you the basics of running a legally-compliant sales campaign from development through execution. You will learn: how to spot the differences among sweepstakes, contests, games & charitable sales promotions; how to negotiate gambling laws, and key points when running social media & mobile marketing campaigns. In addition, Rob will also discuss prize, chance & consideration, chance vs. skill games, post consideration, non-monetary consideration, skill contests, User Generated Content (UGC), mobile marketing, product review & endorsements and social websites. Companies love to blanket the airwaves with sweepstakes, games and promotions as part of their marketing campaigns – make sure the companies you represent do it legally.

Rob Laplaca represents promotional marketing agencies & major brands – including food and beverage, retail, entertainment, personal care, and professional and consumer products in a variety of nationwide marketing activities from traditional promotions and offers to social media, in-app and other on-line programs.

Many of us have achieved the one of the pinnacles of the American dream, owning our own home. However, even though it’s the most expensive purchase many of us will make, quite a few attorneys and clients fail to understand the basics of the document that protects their investment - the homeowners insurance policy.

In this CLE course, attorney Evan Walker will walk you through the basics of understanding homeowners insurance policies and coverage. He will mainly cover the following topics: the declarations page & definitions, coverages, exclusions, endorsements and first & third party claims disputes. Evan will also discuss coverage & coverage limits, Coverages A - D, how to read the policy, the definitions of the insured & insured property, being underinsured, due diligence to make sure that you have adequate insurance, depreciation, additional living expenses, named perils, the burden of proof, scope of coverage, riders, contract-driven disputes, tort claims against third parties and subrogation.

After evacuating from New Orleans to Houston, Evan W. Walker graduated in 2008 as part of the ‘Hurricane Katrina Class.’ After graduation, Evan worked for a New Orleans insurance defense firm. He opened his own firm in 2014 to represent people after years of defending insurance companies.

With billions of cell phones and apps out there, the amount of ESI generated by cell phones is overwhelming to many legal professionals. We get it - you are an attorney not a computer genius. But if you are ignoring evidence on smart phones and apps, you are ignoring a virtual treasure trove of electronic information that can greatly benefit your client at trial.

In this CLE program, highly rated instructor Lars Daniel will use case examples from his digital forensics practice to explain the proper methods to forensically acquire cell phone evidence. Lars will mainly discuss the collection, acquisition, analysis and examination of electronic evidence on smartphones and challenging the evidence. Lars will also address the following topics: “thumb forensics” by first responders, logical & file systems, deleted & destroyed data, manual examinations, Google Maps & network, user accounts, Internet searches & history, call logs, SMS & MMS messaging, installed apps, power events, the user dictionary, Google is watching & listening, timelines, affidavit highlights, video verification, fakes messages are real and a spoofing case example.

A digital forensics expert, Lars Daniel has attended over 250 hours of forensic training and has worked on over 500 cases involving murder, child pornography, terrorism, rape, kidnapping, intellectual property, fraud, wrongful death, among other case types. A licensed attorney in California, Jason Castillo actively participated in this course.

Your client is arrested for robbery. Like everybody that walks into your office, he claims he didn’t do it and that he was at the park with his kid at the time of the crime. Wisely, you turn to the information stored on his iPhone to show that he was nowhere near the scene of the crime because you can show that his phone was searching for WiFi connections around the houses next to the park.

Call Detail Records (CDRs) and cell phone location evidence has become crucial evidence in many civil and criminal trials. In this CLE course, Larry Daniel will teach you how cell phones work and how CDR and location evidence is used in legal cases - from insurance fraud to murder. In addition, Larry will cover tactics on how to locate cell phones and cell phone records and he will show you how to challenge the methods of analysis and the qualifications of persons who will testify about this evidence. These topics are also addressed: how to get CDRs from Verizon, AT&T & Sprint, how CDRs are used, what they contain, how to generate cell phone location maps, retention, records, prepaid “burner phones,” getting the records, cell phone registration, how the phone chooses a tower, sector layout & azimuth, cell tower coverage, cell tower sectors and key case law.

A licensed attorney in California, Jason Castillo actively participated in this course.

Communicate with clients, don’t “borrow” money from trust accounts, calendar every key deadline… the same fundamental ethics principles still hold true for the 21st century lawyer. That’s because the same traditional ethics issues continue to plague lawyers, leading to countless ethics violations and malpractice lawsuits.

In this course Joel Selik discusses the most common ethics violations you need to be aware of so you can continue to practice ethically. The main issues discussed include the most common ethical pitfalls, insurance issues, what happens when you get “the letter” and sources of ethics laws & duties. Joel will also address calendaring deadlines, communicating with clients, trust account issues, dumping clients, staying in your practice area, contingent & set fee agreements, billing issues, responding to a malpractice letter or ethics complaint from the state bar and key practice points to remain ethical in your everyday practice.

A malpractice attorney and ethics expert, Joel G. Selik has practiced law for over 30 years and frequently represents attorney clients in malpractice cases. Joel is licensed to practice law in both California and Nevada and he frequently presents seminars on Estate Planning, Nursing Home Litigation, Legal Ethics and Malpractice.

Copyright protection has become incredibly important for content producers in our new Digital Age where copyrighted content can be copied, pasted and distributed around the globe in seconds. However, there are many common myths associated with copyright protection, fair use and permission to use copyrighted works. Are you guilty of telling one of your clients to put their work in a sealed envelope and mail it to themselves?

In this CLE course, Rex Brabson provides an entertaining discussion about key issues in copyright law and the common misconceptions about fair use and permission to use copyrighted works. Rex will mainly cover: the elements to establish a valid copyright, common issues faced by authors & businesses, common myths associated with fair use and permission to use copyrighted works. He will also address the five copyright rights, how rights are acquired, original works of authorship, fixed in a tangible medium, the value of registration, copyright compared to trademark law, works made for hire, what is not protected, the four fair use factors, content that requires permission to use, protection for databases and the abstraction-filtration comparison test.

Rexford Brabson is of counsel at Branfman Law Group. Rex mainly handles state and federal trademark applications and Responses to Office Actions, in addition to preparing and filing copyright applications. A graduate of the University of San Diego School of Law, Rex was admitted to the State Bar of California in 2014.

Your 13 year-old daughter comes home from school one day crying because a group of girls posted a horrible video on YouTube calling her derogatory names and making fun of the way she dresses. The girls shot the video at a local restaurant on the way home from school. What can your daughter’s school legally do to punish the girls who filmed and posted the video?

In this CLE course Gretchen Shipley, an education technology lawyer, discusses one of the key issues facing educators and school districts today - cyberbullying and free speech. Gretchen will mainly cover the school’s duty to provide a safe environment, infringing on student’s free speech, school & district employees and related laws to cyberbullying. These topics will also be addressed: transmitting sexual images of minor, bullying & cyberbullying defined, schools & social media monitoring, bullying prevention laws, the school’s jurisdiction to punish student speech, the substantial disruption standard, search & seizure of student’s smartphones and impersonation laws. Gretchen will also discuss key case law in this area such as: Tinker v. Des Moines, J.C. v. Beverly Hills School District, J.S. v. Blue Mountain School District, New Jersey v. T.L.O and Klump v. Nazareth.

Gretchen M. Shipley is a partner in the San Diego area office of Fagen Friedman & Fulfrost and co-chair of the firm's eMatters Practice Group. A respected legal leader in education law and technology, Mrs. Shipley advises school districts and presents workshops to students, employees and district leaders nationwide on the promotion of digital citizenship in the school community.

Every case has bad facts. But should you deal with it only after the opponent introduces it at trial - or is it better to “inoculate” the jury against the bad facts by first introducing it in a weakened form? While the conventional wisdom states that inoculating the jury at an early stage is the preferred approach, in the past 20 years a vocal minority of commentators created confusion on the issue by mounting a fierce assault on the conventional thinking.

In this thought provoking CLE course, veteran trial attorney Quentin Brogdon will share his thoughts on how to best deal with the bad facts in your cases. Quentin will cover how jurors deal with bad facts, the positives & negatives of inoculating the jury, considering the sponsorship theory and additional trial strategies to limit the effects of bad facts. He will also discuss the mindset of the jury, the importance of the plaintiff, cognitive dissonance, the severity effect, types of bad facts, rational fears, fear factors, counseling clients, 3 lessons on sponsorship, the Rice-Legger Study, self-flogging ads, turning strengths into weakness, motions in limine, limiting instructions, failing to preserve error, possible waiver of appellate points of error when adopting an inoculation approach, Ohler v. U.S. (2000).

A seasoned trial attorney, Quentin Brogdon is a Fellow in the International Academy of Trial Lawyers. He has been selected as one of its "Lawdragon 500 Leading Plaintiffs’ Lawyers in America," selected by the National Trial Lawyers as one of the Top 100 Texas Trial Lawyers, selected by the National Association of Distinguished Counsel as one of the Nations' Top One Percent, and selected by D Magazine as one the "Best Lawyers in Dallas."

There has been a recent trend in the last few years to place greater emphasis on how substance abuse and mental health issues affects attorneys and the clients they represent. In this course, Amy Allemann will address mental health and substance abuse issues among attorneys and personality disorders frequently encountered in everyday practice.

Amy will mainly address depression & substance abuse in the legal profession, personality disorders common in attorneys & clients and the ethical issues involved. In addition, Amy will also cover the facts about depression & suicide, the DSM-5 Criterion for a Major Depressive Episode, signs & symptoms of chemical dependency, Cluster A, B & C personality disorders, dealing with High Conflict Personalities, reacting vs. responding, competence to practice law, confidentiality to clients with mental health issues, dealing with clients with mental health issues and your duty to report intended future client crimes. The following specific personality disorders will be discussed: paranoid, schizoid, schizotypal, avoidant, obsessive-compulsive disorder, dependent, antisocial, histrionic, borderline and narcissistic.

Amy E. Allemann is the managing attorney of Boyd Law and she specializes in complex civil litigation and family law. A frequent speaker, Ms. Allemann belongs to several associations including Mensa International, LEAD San Diego, the Thomas More Society, the San Diego Lawyers Club and the San Diego County Bar Association.

One of your favorite clients is Pearl, who you’ve helped with some real estate and estate planning matters when her husband of 55 years passed away. Even though she’s in her eighties, she’s still sharp as a tack. One day she calls you frantically because her checking account is suddenly overdrawn and she thinks that her housekeeper might be to blame.

While many people think that it mainly consists of physical abuse, elder abuse is more often times a crime of financial abuse where relatives, caretakers and “friends” take advantage of the elderly. An experienced document examiner, Mike Wakshull has seen altered wills, attempted stock transfers, suspicious checks and homes sold with forged real estate deeds. Using case examples from his own practice, he will cover the following topics: knowing the telltale signs of faked signatures, the importance of exemplars, fluidity vs. tremor, examining the unique attributes of a signature and the tools used to examine documents.

A court-qualified forensic document examiner, Michael N. Wakshull has been involved in the Forensic Document Examination arena since 1983 and belongs to a number of Document Examination Associations. A licensed attorney in California, Jason Castillo actively participated in this course.

Despite the increased importance of eDiscovery in today’s legal world many attorneys still don’t even know the basics… what’s ESI??? How do you respond to a litigation hold? What are native files?

In today’s electronic world, being prepared to properly respond to eDiscovery demands can make or break your client’s case - and your litigation budget. In this CLE course Alex Marjanovic and Greg Mahoney show you the most efficient way to respond to eDiscovery by discussing the key terms you need to know to get results, litigation holds and the three primary methods that firms are currently handling e-discovery. Alex and Greg also review the three primary eDiscovery methods and provides a cost benefit analysis and the potential for sanctions with each of the three methods: review on your computer, review hard copy of ESI and review in database. The analysis of the three methods is conducted with the use of a sample data set that could be found in any litigation matter today.

Alex Marjanovic the Managing Partner of Sales at Epiq, a national and international provider of electronic discovery services, with responsibility over the Southwestern States of the U.S. He has had extensive experience with electronic and paper-based discovery and related litigation production/discovery matters over the past 14 years.

Every business owner must eventually think about selling or transferring their business. What they often fail to think about is how this transition will be accomplished. This CLE course will help you counsel business owner clients when they are ready to transfer, sell or otherwise transition their business.

Joe Strazzeri and Melisa Silverman discuss how you can implement a process that leads business owners through all phases of transition. The main sections of the presentation include evaluating the current state of the business, preparing for the future of the business, getting the business there and transitioning the business. Joe and Melissa will also talk about business valuation & readiness assessments, realizing enterprise value, personal & financial readiness assessments, enhancement initiatives, “90-day sprints,” business transition options, transfer to a family member, management buy out, transfer to shareholder(s)/partner(s), sale to employees (ESOP), sale to 3rd party - strategic or financial buyer, refinance/recapitalization, orderly liquidation. The resulting increased clarity for the owner and market value of the business will expand the possible options and solidifies choices for eventual transition.

As a former general contractor, land developer, and business owner, Joe Strazzeri combines these skills along with more than 15 years of experience as an attorney to counsel families and business owners. Melisa Silverman is a Partner at the Founders Group., a national and international, boutique financial valuation, exit planning and consulting services firm.

You’re involved in international litigation representing a local company that sold high tech electronic equipment to an English firm. As soon as discovery starts, the English company claims that four key employees no longer work at the company and they can’t locate their smartphones, laptops and other company devices. With the help of your expert, you eventually realize that all four people are still employed at the company and you get a termination order from the judge due to their dishonesty.

Julie Thorpe-Lopez was not an expert on eDiscovery when the case began - and she wasn’t an expert when it finished either. But she was savvy enough to “know what she didn’t know.” With the help of eDiscovery expert Ryan Maxwell, she was able to leverage an incredibly favorable outcome for client in what looked like a losing case. In this CLE course, Julie and Ryan mainly discuss the attorney’s duty to preserve ESI, ESI best practices and sanctions for failing to properly handle electronically stored information. Julie and Ryan will also discuss scoping, documentation, defensible collection, potential testimony, the Electronic Discovery Reference Model (EDRM), questionnaires/interviews, data sources, metadata, file systems, defensible discovery, motions to compel, motions for sanctions, using a discovery referee and hiding electronic evidence.

Julie Thorpe-Lopez is a Partner with Tatro & Lopez, LLP, and mainly represents clients who've suffered personal injury as a result of motor vehicle collisions, elder abuse and medical malpractice. Ryan Maxwell directs Epiq's team of computer forensics analysts in southern California and manages the purpose-built computer forensics laboratory which he designed and established.

Estate planning is a process - accepting one’s mortality, active listening and focusing on the needs of the trustor first are just a few of the most basic issues. For effective estate planning, the lawyer serves by guiding the client to contemplate life’s challenges and then formulates decisions about topics like long term illness, conflicts of interest, wealth preservation and death.

To learn more about this important topic join Marguerite Lorenz, a Professional Fiduciary, for a high-level overview of the main concerns and considerations when working with clients on their estate plan. Marguerite mainly discusses quality of life, incapacity, basic vs. advanced estate planning concepts, charitable giving & benefits, transferring wealth, serving as trustee, updating the estate plan, administering estates with guns and pets. Marguerite will also cover your client’s network of people, key events, control points, powers of attorney & conservatorships, POLSTs (Physician Order for Life Sustaining Treatment), considering tax consequences, pay on death accounts, trustees & recordkeeping, cash flow projections, gold & silver and establishing the relationship. This course is designed for attorneys who are new to estate administration or need a basic refresher.

The principal at Lorenz Fiduciary Services, Inc., Marguerite C. Lorenz has been serving as Private Trustee and Executor since 2003. A licensed attorney in California, Jason Castillo actively participated in this course.

“Attorneys wear different hats when they perform legal services on behalf of their clients and when they conduct business with them. As to the latter, the law presumes the hat they wear is a black one.” This quote succinctly sums up how courts and ethics regulators feel about attorney-client transactions and how you will be viewed if you do business with your clients.

In this CLE course, attorney Peter Afrasiabi discusses the pertinent ethical rules and provides guidance on how you can avoid tripping the wires if you decide to do business with your clients. Peter will mainly cover the factors for attorney-client transactions to avoid ethical pitfalls, specific case examples, the effect of ethical violations and best practices to remain ethical. He also addresses California Rule of Professional Responsibility 3-300, ABA Rule 1.8, state fiduciary duty law, New York Rule 1.8, the original engagement, the presumption of undue influence, fair and reasonable & disclosed in a writing, advising independent counsel and getting client consent in writing. Peter also discusses the following specific transactions: a charging lien on future recovery proceeds, client assignment of right to statutory attorney’s fees, deeds of trust secured by a note to pay fees, joint ventures with clients, accepting stock from a startup and loans to clients.

From battles with Madonna over the "Material Girl" brand to fair use disputes with the Eagles' Don Henley to protecting such iconic brands as Bettie Page in trademark and trade dress disputes, Peter R. Afrasiabi primarily handles copyright, trademark, and entertainment disputes. He is also the Chair of the Appellate Practice Group for One LLP and co-director of the Appellate Litigation Clinic at the University of California, Irvine School of Law.

Retiring Baby Boomers will sell or bequeath $10 trillion worth of assets over the next two decades. Many of these assets are held in over 12 million privately owned businesses. And while millions of these businesses are expected to change hands, a recent survey by PricewaterhouseCoopers found that only about 27% of private businesses have done ANY exit planning.

Whether you and your sister are set to inherit the family pizza shops or you have business clients that are getting ready to “cash out,” this two-part presentation will teach you about key considerations in exit and personal planning for business owners. The focus of the first part of the presentation will be on income tax planning. Keith Troutman, Mike Shafer, and Josh Siegel of Squar Milner will also address the benefits of exit planning, building your team, transaction readiness, C corporation asset sale planning and the qualified business income deduction. The second part of the presentation will focus on closely held businesses, tax treatment of business entities and variables influencing transfer techniques. Peter Myers and Sean Kenney of Fox Rothschild also discuss intra-family succession, management buy-out, ESOP, “maturation” of the buy-sell agreement, the sales process, mind-mapping the buy-sell, family members & employees as transferees and other buyers as transferees.

Keith L. Troutman is a Partner in Squar Milner’s Tax Department. Michael Shafer is a Principal in Squar Milner’s Tax Department. Joshua Seigel is a senior manager in Squar Milner's merger and acquisition tax practice. Peter Myers is Certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California's Board of Legal Specialization. Sean Kenney concentrates his practice in the areas of trusts and estates, business succession and taxation.

Franchise law is a specialized area of law that is fairly regulated by both federal law and various state laws. Knowing the intricacies of how franchising and franchise law work can enhance your skill sets as a practitioner and help you better assist your business clients.

In this CLE course, Joe Donnini will cover not only the fundamentals of franchise law, but also address numerous practical points that you must consider to effectively represent your clients that are considering buying a franchise. Joe will mainly discuss the legal definition of a franchise, the federal & state regulatory framework, disclosure & documents, franchise contracts and common legal and practical concerns. Joe also spends a considerable portion of the course reviewing the 23 items in the Franchise Disclosure Document (FDD) including: the estimated initial investment, initial & other fees, financing, renewal, termination, transfer & dispute resolution, financial performance representations and contracts.

Joe Donnini is an experienced attorney, entrepreneur, educator, and business consultant. Having a diverse background has positioned Joe to gain perspective in multiple industries on many matters. Joe has assisted clients in key areas of business creation, development, operations, and finance.

Many clients - and even attorneys - fear the probate process. Much of this comes from the fear of the unknown and the fact that many people still think that probate will be an expensive or overly drawn-out process.

In this CLE course Arizona attorney Francisco Sirvent teaches you the fundamentals of the probate process so you can handle probate issues if they arise in your practice. Francisco will mainly cover the hallmarks of probate - when you need it, how you set it up, how to convey the value to clients and how you can feel organized - and he also briefly touches on trust administration basics. The key issues addressed include: the court, fees, when probate is necessary, guiding the client, consultations, the five levels of probate, small estate affidavits, summary administration, informal probate, formal probate, supervised administration and ethical considerations. This course will discuss probate in the context of Arizona law. However, the practice points that are presented can be deployed by practitioners around the country.

Francisco Sirvent uses the intricacies of the tax code to help families with estate planning. He has a passion for educating others and he has taught numerous workshops, seminars and education courses to attorneys, financial professionals, and the public. He discovered this joy for teaching in English Talk Time, an outreach ministry at his church, teaching conversational English as a second language to immigrants.

Yes, the cannabis industry is growing like a weed… a well-watered weed. Since states have begun legalizing marijuana for medicinal and recreational purposes, consumer demand has skyrocketed. Marijuana sales are projected to exceed $20 billion annually within the next few years. As this new legal industry grows exponentially, so too do the intellectual property issues associated with these new cannabusinesses.

Intellectual property attorney Dave Branfman has been a pioneer in this field, recognizing very early on the IP issues that these new business face. In this course, Dave joins patent attorney Eric Hanscom for an enlightening and entertaining look at how patent, copyright and trademark law can protect these new companies, their “flowers” and the derivative products they create. Eric and Dave will also discuss design, utility & plant patents, provisional patents, the PVPA (Plant Variety Protection Act), federal law, cannabis patents issued, strong & weak trademarks, increasing competition in the industry, selecting names for strains, developing content rich logos, licensing and IP litigation in the cannabis industry.

An intellectual property attorney, Eric Hanscom is actively involved in overseeing litigation, contract negotiation and customs issues in the US, Asia, Europe, South American and Australia over matters ranging from patent and trademark infringement to breach of contract. David Branfman’s practice focuses on intellectual property and entertainment law, including trademarks, copyrights, trade secrets, licensing, motion pictures & TV and music.