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) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | 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: 09/30/2026
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
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) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | 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: 03/31/2026
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
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) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | 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)
Course Expiration: 09/30/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
2.00 credit hours
Original Production Date: 07/03/2024
Run Time: 1:30:00
The latest fad in the tech revolution is AI (Artificial Intelligence). Generative AI tools such as ChatGPT are transforming industries from healthcare to finance and everything in between.
But we are at the infancy stages of AI and utilizing this new tech also comes with risks that could harm your clients’ business interests or expose them to legal liability. In this CLE, Jeremy Kahn will provide an overview of the benefits & risks of generative AI and the legal implications across several practice areas to enable you to confidently advise your clients about this transformative technology and run a more efficient & profitable law practice. Topics discussed: creative content generation, text generation & natural language processing (NLP), predictive modeling & forecasting , improving accessibility, HIPPA & PIH implications, IP issues (trade secrets & copyright), three instances of Samsung employees unintentionally leaking sensitive information to ChatGPT, “Hallucinations” (inaccuracies & defamation), latest guidance from the Copyright Office, biases & Employment Discrimination, best practices to help protect your clients and 6 key questions to ask clients.
Jeremy L. Kahn is a thoughtful and strategic litigator, with a creative approach. He enjoys crafting strategies to resolve difficult and legally challenging problems, always seeking to achieve his clients’ desired results in an efficient manner.
Specialty Areas: Business Litigation (FL), Technology
Practice Areas: Business Law, Employment Law, Technology
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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | 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) | Virginia (VA) | Washington (WA)
Course Expiration: 01/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.50 credit hours
| 1.50 Business Litigation (FL) | 1.50 Technology
Original Production Date: 05/31/2024
Run Time: 1:15:00
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: International Law (FL), Legal Ethics, Technology
Practice Areas: Business Law, Ethics, Litigation, 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) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 International Law (FL) | 1.00 Legal Ethics | 1.00 Technology
Original Production Date: 02/13/2024
Run Time: 1:00:00
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.
Specialty Areas: Criminal Appellate Law (FL), Criminal Trial Law (FL)
Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
Course Expiration: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.50 credit hours
| 1.50 Criminal Appellate Law (FL) | 1.50 Criminal Trial Law (FL)
Original Production Date: 04/30/2024
Run Time: 1:15:00
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.
Specialty Areas: Criminal Appellate Law (FL), Criminal Trial Law (FL)
Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | 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: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
2.50 credit hours
| 2.50 Criminal Appellate Law (FL) | 2.50 Criminal Trial Law (FL)
Original Production Date: 04/30/2024
Run Time: 2:00:00
“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) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA)
Course Expiration: 09/30/2026
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
Independent Trustees use interim executives to manage companies within estates for several reasons, including maintaining continuity, accessing expertise, time constraints, objective decision-making, and liability protection. Robert Jordan and Dan Felix will explain how Interim executives can provide valuable support and guidance during periods of transition and can help ensure that the trust owned company continues to operate smoothly while the independent trustee fulfills their fiduciary duty to the estate. These seven main factors will be introduced and discussed: Time, Continuity, Expertise, Objectivity, Risk Management, Fractional Work and Efficiency. Robert Jordan has launched companies and helped other owners and investors build their companies for over 25 years. Daniel P. Felix advises & counsels families and their trustees about trust administration and in the right situation, Dan serves as trustee.
Practice Areas: Business Law, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | 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) | Mississippi (MS) | 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: 09/30/2025
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 09/27/2023
Run Time: 1:00:00
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.“ - Mark Twain
Implicit bias is a hard-wired cognitive shortcut that is the brain's way of simplifying a very complex world. This mental crutch helps us make snap judgements to quickly assess potential dangers in our environment. But this same unconscious bias can lead to bad decisions that violate an attorneys' ethical duties of Competence, Communication & Diligence. It can also lead to bad press for law firms, malpractice lawsuits and possibly disbarment. In this CLE, Danny Howell will mainly cover the ABA & state response to combatting implicit bias, the types of unconscious bias that create ethical risks for attorneys, ABA Ethics Opinion 500, bias against persons with disabilities and the fact that a 1 hour implicit bias CLE is not enough. Further topics of discussion: confirmation bias, cultural bias, affinity bias, sunk cost bias, accent bias, the EEOC & mental health conditions, faulty assumptions, the circle of trust, mentoring, expanding your circle and following the leaders. Ethical Rules discussed: Rule 1.1, Rule 3.1, Rule 5.1 & Rule 8.4(d).
Danny Howell has been representing attorneys in professional liability suits, bar investigations and complaints and disbarment actions before the federal courts and the United States Patent & Trademark Office, for over 25 years.
Practice Areas: Access to Justice, Diversity and Inclusion, Diversity and Wellness, Diversity, Inclusion and Elimination of Bias, Elimination of Bias, Equity, Diversity and Inclusivity (EDI), Implicit Bias, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | 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 Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 09/30/2025
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 11/28/2023
Run Time: 1:00:00
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.
Specialty Areas: Intellectual Property Law (FL)
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) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
Course Expiration: 09/30/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Intellectual Property Law (FL)
Original Production Date: 08/21/2024
Run Time: 1:00:00
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.
Specialty Areas: Business Litigation (FL)
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) | 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) | 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: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Business Litigation (FL)
Original Production Date: 03/22/2024
Run Time: 1:00:00
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.
Specialty Areas: Health Law
Practice Areas: Criminal Law, Litigation, Personal Injury, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Health Law
Original Production Date: 01/31/2024
Run Time: 1:00:00
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.
Specialty Areas: Technology
Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | 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) | 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: 09/30/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Technology
Original Production Date: 08/28/2024
Run Time: 1:00:00
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) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North 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) | Virginia (VA) | Washington (WA) | Wyoming (WY)
Course Expiration: 09/30/2026
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
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.
Specialty Areas: Civil Trial Law
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) | Mississippi (MS) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
2.50 credit hours
| 2.50 Civil Trial Law
Original Production Date: 02/26/2024
Run Time: 2:00:00
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.
Specialty Areas: Business Litigation (FL), Real Estate
Practice Areas: Business Law, Family Law, Taxation, Wills, Trusts & Estates
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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
Course Expiration: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Business Litigation (FL) | 1.00 Real Estate
Original Production Date: 03/08/2024
Run Time: 1:00:00
This CLE course will cover the basics of Special Needs Trusts for trustees and legal professionals. These types of trusts are a vital component of estate plans when clients have beneficiaries with disabilities.
Christi L. Fried and Bryn Poland will cover all of the topics that will help you provide you - and your clients - with peace of mind when it comes to special needs trusts. The main topics discussed include: including in-kind support & maintenance, income and managing client expectations. Additional topics: ABLE Accounts, SSI Income Rules, social security payments, pensions, unearned income, in-kind income, deemed income, SSI Reporting best practices, providing shelter to a beneficiary, shelter expenses, managing beneficiaries, the beneficiary's "qualified disability expenses" (QDE), QDE housing, accounting best practices and how ABLE Accounts work with special needs trusts (SNTs).
Christi L. Fried, MSSC, NCG is the President of Continental Trust Services, LLC which serves the needs of physically injured clients nationwide. Bryn Poland, Esq. is past president of the Elder Law Committee of the Houston Bar Association (HBA) and a member of the CLE Committee.
Specialty Areas: Wills, Trusts & Estates (FL)
Practice Areas: Wills, Trusts & Estates
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) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 09/30/2025
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Wills, Trusts & Estates (FL)
Original Production Date: 10/12/2023
Run Time: 1:00:00
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.
Specialty Areas: Elder Law (FL), Technology
Practice Areas: Administrative Law, Business Law, Law Practice Management, Litigation, Technology
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) | Mississippi (MS) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 03/31/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Elder Law (FL) | 1.00 Technology
Original Production Date: 01/25/2024
Run Time: 1:00:00
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.
Specialty Areas: Technology
Practice Areas: Business Law, Criminal Law, Cybersecurity, Law Practice Management, Personal Injury, Technology, Wills, Trusts & Estates
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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
Course Expiration: 09/30/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Technology
Original Production Date: 07/31/2024
Run Time: 1:00:00
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) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | 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: 03/31/2026
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
What should go into an IOLTA Account... what should NOT go into an IOLTA Account? What is good recordkeeping? And why do I always have a negative balance?
Jessica Zoraida will answer all your key trust accounting questions and show you the best practices to remain compliant in your legal practice. Jessica will mainly cover: why good trust accounting is so critical, the risks of falling out of compliance, the benefits of adhering to best practices, Financial Statements basics, trust accounting requirements and what good trust accounting actually looks like. Additional subjects discussed in this CLE: the Model Trust Account Rules (MTAR), ethical & reputational risks of bad trust accounting, cash flow management, the Profit & Loss (P&L) or Income Statement, income & expenses, COGs (Cost of Goods Sold), assets & liabilities, shareholder equity, IOLTA Accounts, retainer vs. advanced deposits, client A/R software, Clio, Earned vs. Unearned Income, monthly reconciliations, FAQs, key takeaways and citations & references.
As a seasoned entrepreneur & CEO of Big Picture Results, Jessica focuses on helping profitable, growing companies make more money & do more in less time. Jessica has spent 25+ years navigating corporate, nonprofit & small business organizations.
Practice Areas: Business Law, Criminal Law, Law Practice Management, Personal Injury, Real Property, 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) | Mississippi (MS) | 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) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 09/30/2025
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 10/31/2023
Run Time: 1:00:00
"Those who tell the stories rule society." - Plato. And those lawyers who tell the best legal story rule their cases.
In this CLE, Jennifer Gardner shows you how lawyers can tell powerful legal stories and how to be a powerful legal storyteller. The main topics presented include: whoever tells the best story wins the trial or case, telling your client's persuasive legal story, what makes a good legal story great and what makes a good legal storyteller great. Additional topics: key concepts of engaging stories, humans learn through story, telling persuasive stories in your legal case, the neuroscience of storytelling, the right brain & emotions, the left brain as gatekeeper, triggering the right brain, universal story themes, struggle & conflict, Joseph Campbell & The Hero's Journey, archetypes, superheroes + antiheros, outlaws + tricksters, the emotional reality of your clients, credibility & authority, building trust & rapport, being human, how to listen actively and repetition & mirroring.
Jennifer B. Gardner has served clients in criminal and civil legal disputes since 1987 as a trial lawyer in Los Angeles since 1992. A proud graduate of the Trial Lawyers College, Jennifer is also a writer, a speaker and magnetic courtroom presence.
Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | 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) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | 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 Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 09/30/2025
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 10/30/2023
Run Time: 1:00:00