Course List

• Advanced Negotiation Strategies for Lawyers

• Effective negotiation is one of the most critical skills in legal practice, yet many attorneys fail to achieve optimal outcomes due to inadequate preparation, cognitive bias, or a misunderstanding of opposing interests. This course provides a practical framework for advanced negotiation strategies, equipping attorneys with the tools to approach negotiations with greater precision, confidence, and effectiveness. Attorneys will learn how to develop structured negotiation plans, define clear objectives and distinguish between goals and realistic expectations. The program explores key bargaining styles and when to apply competitive, collaborative, or hybrid approaches based on context and leverage. It also examines the strategic use of opening offers and anchoring, highlighting how early positioning can shape negotiation outcomes.
  
  Learning Objectives:
  
  • Identify and apply advanced negotiation strategies tailored to legal practice
  
  • Distinguish between negotiation goals and realistic expectations to improve outcomes
  
  • Analyze and adapt bargaining styles based on context, leverage, and relationship dynamics
  
  • Evaluate the strategic impact of opening offers and anchoring in negotiations
  
  • Recognize and mitigate cognitive biases affecting negotiation decisions
  
  • Apply effective concession strategies, including integrative bargaining and issue trading
  
  • Utilize psychological techniques ethically to influence negotiation dynamics
  
  • Develop structured negotiation plans that align with client objectives and risk tolerance
  
  A significant focus is placed on cognitive biases and psychological influences, including anchoring, framing, and loss aversion and how these factors affect decision-making. The course further introduces advanced concession strategies and ethical persuasion techniques designed to maximize value while preserving professional relationships. Participants will examine integrative versus distributive bargaining, issue trading, and conditional concession techniques, as well as the role of leverage and timing in concession-making. The program emphasizes that effective negotiation is not simply about “winning,” but about structuring agreements that align with client objectives and reduce future conflict. Through real-world examples, attorneys will gain actionable insights to improve negotiation performance, enhance client outcomes, and effectively manage complex disputes across litigation, transactional, and advisory contexts.
  
  Callie Kyhl is an associate attorney at Vanderpool, Frostick & Nishanian, PC, specializing in cases such as breach of contract, fraud, and civil conspiracy. Before earning her Juris Doctorate from Mitchell Hamline School of Law, she worked as a paralegal for thirteen years, gaining extensive experience in legal research, drafting complex documents, and collaborating with experts across various fields.

  Practice Areas: Alternative Dispute Resolution, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 02/25/2028

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

  1.00 credit hours
  
  Original Production Date: 02/26/2026
  Run Time: 1:00:35

• Breaking Up is Hard to Do: Small Business Divorce and Shareholder Disputes

• There are many reasons why shareholders fight and small businesses break up – differences in business vision & strategy, disagreements over financial decisions, conflicts of interest & personality clashes are some of the main ones. When shareholders fight, legal advisors must quickly assess available rights, remedies, and the trajectory of any potential resolution or litigation.
  
  In this CLE, Brandon M. Schwartz will mainly explore fiduciary duties owed among shareholders in closely held corporations, detail the types of disputes that frequently arise and highlight the strategies available to resolve them effectively. The program highlights both substantive and procedural fiduciary obligations, including duties of loyalty, candor, and fair dealing. Attendees will also gain insights into majority vs. minority shareholder dynamics, shareholder oppression and deadlock scenarios. Finally, the session focuses on dispute resolution options — from mediation and arbitration to full-scale litigation and the use of Special Litigation Committees (SLCs). By the conclusion of the session, attorneys will be better equipped to advise clients on preventative measures, evaluate risks, and select dispute resolution strategies that protect shareholder rights and preserve business value.
  
  Learning Objectives
  
  - Identify fiduciary duties owed among majority and minority shareholders in closely held corporations.
  
  - Differentiate between common types of shareholder disputes, including deadlock, oppression, and breach of shareholder agreements.
  
  - Analyze risks and consequences of shareholder disputes, including operational, financial, and reputational impacts.
  
  - Evaluate dispute resolution options, including mediation, arbitration, and litigation.
  
  - Understand the role of Special Litigation Committees (SLCs) in resolving shareholder disputes and the standards courts apply to review their decisions.
  
  - Develop strategies for advising clients proactively to minimize disputes and preserve business relationships.
  
  Brandon M. Schwartz, Esq., is a Board-Certified Civil Specialist by the Minnesota State Bar Association, a Board-Certified Civil Trial Advocate and Family Trial Law Advocate by the National Board of Trial Advocacy and has received recognition from peers and clients alike for his thorough, zealous and ethical representation.

  Practice Areas: Business Law, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 09/04/2027

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

  1.00 credit hours
  
  Original Production Date: 09/05/2025
  Run Time: 1:00:00

• Bulletproofing Wealth: Advanced Asset Protection Strategies

• Asset protection planning has become one of the fastest-growing and most complex areas of modern legal practice. Attorneys advising business owners, professionals, and high-net-worth individuals must understand how to structure assets to mitigate risk while remaining compliant with fraudulent transfer laws and ethical obligations.
  
  This program provides a comprehensive overview of asset protection planning, focusing on the legal principles that govern creditor rights, judgment enforcement, entity structures, and trust planning. Participants will explore how creditors collect on judgments, the legal limits of asset protection strategies, and the critical role of fraudulent transfer laws in evaluating planning techniques.
  
  Learning Objectives:
  
  * Identify the foundational principles of asset protection planning, including the legal and ethical boundaries that distinguish legitimate planning from improper attempts to shield assets from creditors.
  
  * Evaluate the four key analytical factors in asset protection cases—the identity of the debtor, the nature of the claim, the identity of the creditor, and the nature of the assets involved.
  
  * Explain how creditors collect on judgments, including liens, writs of execution, debtor examinations, and wage garnishment.
  
  * Analyze the legal framework governing fraudulent or voidable transfers, including actual intent, constructive fraud, and the role of “badges of fraud” in litigation.
  
  * Assess asset protection strategies involving entities and trusts, including LLC structures, charging order protections, irrevocable trusts, and domestic or foreign asset protection trusts.
  
  Through practical examples and real-world planning scenarios, the course examines how attorneys can analyze the identity of the debtor, the nature of potential claims, the characteristics of creditors, and the type of assets involved when designing protection strategies. The session also reviews key planning tools—including LLCs, partnerships, trusts, and retirement structures—and highlights common mistakes that can undermine otherwise sound planning. By the end of the course, attorneys will gain a practical framework for advising clients on legally sound asset protection strategies while avoiding conduct that could expose them to fraudulent transfer claims or creditor challenges.
  
  Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in asset protection planning, complex U.S. and international tax planning, and structuring international business transactions. Over the course of his career, Mr. Stein has represented officers and directors of Fortune 500 companies, Forbes 400 families around the world, high-profile entrepreneurs, celebrities, high net-worth individuals, private equity funds, and many more.

  Practice Areas: Business Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 05/20/2028

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

  1.00 credit hours
  
  Original Production Date: 05/21/2026
  Run Time: 1:00:54

• Delivering Value in the Age of AI: The Future of Estate Planning Practice

• Artificial intelligence is rapidly transforming the delivery of legal services, creating both new opportunities and new challenges for estate planning attorneys. From drafting routine estate planning documents and summarizing complex client information to improving workflow efficiency and enhancing client communications, AI-powered technologies are becoming increasingly integrated into modern trust and estate practice. At the same time, attorneys must recognize that successful implementation requires more than simply adopting new technology — it requires understanding where AI can create meaningful value, where professional judgment remains indispensable and how technology can strengthen rather than replace the attorney-client relationship.
  
  In this practical program, estate planning attorney and Trustate founder Leah Del Percio explores how artificial intelligence is reshaping the future of estate planning practice and examines the evolving role of attorneys in an increasingly technology-driven profession. Participants will gain a practical understanding of how AI can streamline administrative tasks, improve document preparation, support estate administration, and increase operational efficiency while allowing attorneys to devote more time to strategic planning, complex legal analysis and personalized client counseling. Consistent with Leah's practical approach to estate planning education, the program focuses on real-world applications that attorneys can immediately evaluate within their own practices.
  
  Learning Objectives:
  
  * Evaluate the evolving role of artificial intelligence in estate planning practice and identify opportunities to improve efficiency while maintaining the attorney's independent professional judgment
  
  * Recognize practical applications of AI throughout the estate planning lifecycle, including client intake, document preparation, estate administration, workflow management, and client communications
  
  * Implement strategies for integrating artificial intelligence into an estate planning practice to enhance productivity, improve the client experience, and create greater operational efficiency without sacrificing the personalized legal counsel clients expect
  
  * Identify the ethical and professional responsibility considerations associated with AI-assisted legal services, including attorney competence, confidentiality, data security, verification of AI-generated work product, and appropriate attorney oversight
  
  * Develop practical approaches for leveraging emerging legal technologies to strengthen client relationships, modernize estate planning workflows, and position a practice for long-term success in an increasingly technology-driven legal environment
  
  * Explain why professional judgment, strategic planning, and trusted legal counsel remain the defining value that estate planning attorneys provide—even as artificial intelligence continues to transform the delivery of legal services
  
  The course also examines the professional responsibilities that accompany the use of artificial intelligence in legal practice. Attendees will discuss the importance of attorney oversight, protecting confidential client information, verifying AI-generated work product, maintaining competence as technology evolves, and preserving the independent professional judgment that remains central to effective legal representation. The presentation further explores how AI should be viewed as a tool that enhances legal services—not as a substitute for the experience, judgment, empathy, and strategic advice that clients expect from trusted estate planning counsel.
  
  Finally, the program looks ahead to the future of estate planning practice and the opportunities created by emerging legal technologies. Participants will explore how firms can thoughtfully integrate AI into existing workflows, improve client service, increase efficiency, and remain competitive in a rapidly evolving legal marketplace without compromising ethical obligations or the personalized counseling that distinguishes exceptional estate planning attorneys. By understanding both the capabilities and limitations of artificial intelligence, attendees will be better prepared to build modern, technology-enabled practices that continue to deliver meaningful value to clients for years to come. Leah Del Percio is the President, CEO, and co-founder of Trustate, a leading estate administration platform established in 2020.

  Practice Areas: Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Tennessee (TN) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 07/30/2028

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

  1.00 credit hours
  
  Original Production Date: 07/31/2026
  Run Time: 1:04:45

• Direct Examination: Making the Witness Look Good

• This comprehensive two-hour CLE program explores the art and strategy of effective direct examination, focusing on how attorneys can present testimony in a clear, compelling and credible manner. Drawing from proven trial techniques and practical courtroom experience, this course emphasizes that direct examination is not merely a procedural step, but a critical opportunity to shape the narrative of the case and influence the jury’s perception. Successful trial outcomes are often driven by the strength of a party’s case-in-chief rather than the weaknesses of the opposition.
  
  Learning Objectives:
  
  * Structure direct examination effectively by organizing testimony into a clear, logical narrative
  
  * Differentiate between leading and non-leading questions and apply techniques to maintain control of witness testimony
  
  * Develop effective questioning techniques that promote clarity, credibility and engagement *Apply techniques for handling challenging witnesses, including those who are forgetful, evasive, overly verbose, or emotionally resistant
  
  * Incorporate demonstrative evidence and visual aids to enhance juror comprehension and reinforce key testimony
  
  * Identify and avoid common evidentiary pitfalls – including improper leading, lack of foundation, and hearsay issues during direct examination
  
  *Utilize courtroom presence & communication strategies to build credibility with the jury and strengthen the attorney-witness partnership
  
  Participants will learn how to structure direct examination to tell a persuasive story, utilize non-leading questions while maintaining control and develop a natural, human connection with witnesses & jury. The course also addresses key evidentiary considerations, including laying proper foundation, avoiding common objections and effectively integrating demonstrative evidence. Practical guidance is provided on witness preparation, handling difficult or uncooperative witnesses and enhancing testimony through pacing, tone, and visual aids. By the end of the program, attorneys will have a toolkit of techniques to transform direct examination from a routine exercise into a powerful vehicle for persuasion in both civil and criminal trials.
  
  A veteran trial attorney, Michael Deblis is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law.

  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) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | 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) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 05/06/2028

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

  2.00 credit hours
  
  Original Production Date: 05/06/2026
  Run Time: 2:00:00

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

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

  Practice Areas: Business Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New 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) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 09/24/2027

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

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

• Ethics Guardrails for Law Firm Cyber Risk

• This CLE program provides attorneys with critical guidance on navigating the increasingly intertwined worlds of legal ethics, malpractice risk & cybersecurity. As law firms become prime targets for cyber threats, ethical responsibilities under the ABA Model Rules demand heightened awareness and action.
  
  Led by attorney Jeff Cunningham — who defends lawyers and firms in malpractice and ethics cases — this course explores the blurred lines between ethics violations and cyber negligence. Through practical strategies and real-world examples, the course offers attorneys actionable methods to build ethical “guardrails” that protect both client data and professional reputations. Topics include vendor due diligence, cyber infrastructure, legal tech trends, client counseling on cyber duties, and enhancing law firm security teams. Participants will gain a deeper understanding of key ethics rules, including Competence (Rule 1.1), Confidentiality (Rule 1.6), Communication (Rule 1.4), and Supervision Responsibilities (Rules 5.1–5.3), as applied in the digital age. Attorneys will walk away with a playbook for proactive compliance — ensuring they meet ethical obligations while mitigating malpractice and cyber liability in a high-risk environment.
  
  Learning Objectives:
  
  • Identify and interpret key ethical rules—including ABA Model Rules 1.1, 1.4, 1.6, and 5.1–5.3—as they apply to cybersecurity responsibilities in legal practice.
  
  • Distinguish between ethical violations and legal malpractice in the context of cyber risk, and recognize how blurred boundaries create new areas of liability.
  
  • Develop practical strategies for cyber compliance, including building secure infrastructure, conducting vendor due diligence, and training legal staff and nonlawyer personnel.
  
  • Evaluate their firm's current cyber readiness and implement “ethics guardrails” to proactively reduce exposure to cyber threats and ethics grievances.
  
  • Advise clients effectively on their own cybersecurity obligations, enhancing client service and meeting ethical duties under communication and competence rules.
  
  Jeff Cunningham, Esq., actively defends lawyers and acts as outside General Counsel to small and mid-sized law firms across the United States, while also serving as this firm’s General Counsel. Jeff defends industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. With an emphasis on simple systems of risk management, Jeff brings a holistic approach of protecting our clients before problems occur.

  Specialty Areas: Legal Ethics
  
  Practice Areas: Ethics, Law Practice Management, Professional Conduct, Technology
  
  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) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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)
  
  Course Expiration: 07/02/2027

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

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 07/03/2025
  Run Time: 1:00:00

• Going Viral: The Global Expansion of Mass Torts and Class Actions

• Product liability, mass torts, and class action claims are no longer limited to the United States—they’ve gone global. With new claimant-friendly frameworks, such as the EU’s latest Product Liability Directive, and an increase in cross-border coordination among plaintiffs’ firms, multinational corporations are facing mounting exposure worldwide. This program explores the accelerating globalization of mass tort and product liability litigation, the key jurisdictions driving this trend, and the evolving strategies required to assess risk and mount effective defenses. Attendees will gain insight into recent global trends, emerging procedural developments, and practical tools for in-house counsel and their outside counsel to mitigate potential liability before it arises and successfully defend claims when they do.
  
  Learning Objectives:
  
  1. Recognize key global trends and statistical data highlighting the rapid expansion of product liability, mass tort, and class action litigation beyond the United States.
  
  2. Identify new and emerging laws—such as the EU Product Liability Directive—and jurisdictions that have become increasingly hospitable to collective redress claims.
  
  3. Evaluate potential cross-border litigation risks for manufacturers and other corporate defendants and implement proactive risk-mitigation measures.
  
  4. Develop effective defense strategies for managing and resolving international product liability and mass tort claims, including jurisdictional, procedural, and coordination considerations.
  
  5. Apply lessons from recent high-profile global cases to strengthen compliance, corporate governance, and litigation readiness programs. Chris Campbell is the Chair of DLA Piper's Product Liability and Mass Tort practice group, one of the world's largest and most acclaimed teams in product liability defense. A Harvard Law School graduate, Chris has 20 years of experience in mass tort, class action, and complex commercial litigation, including trials and appeals. He has served as global, national, and trial counsel for companies in life sciences, food and beverage, automotive, and insurance sectors.

  Practice Areas: Business Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 01/22/2028

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

  1.00 credit hours
  
  Original Production Date: 01/22/2026
  Run Time: 1:00:19

• Innovation Protection: The Intersection of Patents and Trade Secrets

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

  Practice Areas: Business Law, Intellectual Property
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New 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) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 05/30/2027

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

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

• Personal Injury Litigation for Rideshare and Delivery Drivers

• Ridesharing companies like Uber and Lyft have fundamentally reshaped personal transportation – and has created novel legal challenges in accident litigation, liability allocation and insurance coverage. This program presented by attorney Zachary Pyers will provide attorneys with a comprehensive examination of the rapidly evolving legal issues surrounding ridesharing accidents.
  
  Participants will gain an in-depth understanding of the prevalence of ridesharing, applicable state & federal regulations, and the complex relationships between drivers, companies, and passengers. The course explores negligence claims against drivers, direct and vicarious liability theories against companies, insurance gaps during different ridesharing “periods,” and evolving defenses. The program also addresses high-profile litigation, settlements, and regulatory actions, while highlighting key ethical considerations for attorneys handling ridesharing cases. By combining practical litigation strategies, case law analysis and ethical pitfalls, this CLE equips attorneys to effectively represent plaintiffs or defendants in ridesharing accident cases while maintaining compliance with professional responsibility standards.
  
  Learning Objectives
  
  - Identify the regulatory frameworks governing ridesharing companies, including state-level insurance, licensing and driver requirements.
  
  - Analyze the employment status of drivers and evaluate its impact on liability allocation between drivers and ridesharing companies.
  
  - Assess the applicability of legal theories such as negligence, respondeat superior, joint enterprise liability, and negligent hiring/retention.
  
  - Evaluate insurance coverage during the three distinct ridesharing periods and recognize common coverage gaps for drivers, passengers, and third parties.
  
  - Examine case law involving ridesharing accident claims, arbitration agreements, and regulatory settlements (e.g., Doe v. Uber, Good v. Uber, Meyer v. Uber, Gunter Willim v. Uber).
  
  - Apply ethical rules to ridesharing cases, including duties of competence in technology, confidentiality obligations, conflict of interest assessments, and restrictions on financial assistance.
  
  - Advise clients on emerging ridesharing issues such as data privacy, safety features, and potential common carrier status.
  
  Zachary B. Pyers focuses his practice on civil litigation – including complex and class action litigation, corporate and commercial litigation, professional liability, and catastrophic loss.

  Practice Areas: Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 09/16/2027

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

  1.00 credit hours
  
  Original Production Date: 09/17/2025
  Run Time: 1:00:00

• Practical Steps to Avoid Conflicts of Interest

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

  Specialty Areas: Legal Ethics
  
  Practice Areas: Ethics, Law Practice Management, Professional Conduct
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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: 03/13/2027

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

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

• Religion at Work: A Conflict of Rights

• An employee concludes every email with “Have a Blessed Day.” Seems pretty innocuous but it makes a few co-workers mad. Can the employer make her stop using this closing in all her work emails?
  
  Title VII of the Civil Rights Act requires employers to reasonably accommodate an employee's sincerely held religious beliefs – but what exactly does this mean? Can an employee keep a 3-foot statute of Jesus in their cubicle? What if an employee refuses to work every Sunday because it is his Sabbath? And how about the guy that wears the “Official Mensch” button to work every day? In this CLE, Jason Boulette will explore the new standard for accommodating religious expression at work, the conflict between the right to engage in religious expression and the right to be free from it and strategies for navigating the gray area between the two. Jason will start by discussing the evolving legal definition of “religion” in the U.S. across constitutional and statutory contexts with an emphasis on employment law under Title VII, detail the landmark Supreme Court decision in Groff v. DeJoy (2023) which significantly raised the standard for denying religious accommodations in the workplace and analyzes the resulting case law under Groff and what it means for employers going forward.
  
  Participants will be able to:
  
  * Understand how the law’s definition of “religion” has changed over time
  
  * Identify common characteristics of “religion” for purposes of Title VII
  
  * Predict how Groff v. DeJoy affects litigation & employer obligations under Title VII
  
  * Distinguish between effective and preferred accommodations
  
  * Apply EEOC guidance and best practices in workplace scenarios
  
  Jason Boulette, Esq., is Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization and the former Chair of the Labor and Employment Section of the State Bar of Texas.

  Practice Areas: Business Law, Employment Law, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 09/29/2027

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

  1.00 credit hours
  
  Original Production Date: 09/30/2025
  Run Time: 1:03:13

• Trust Establishment from Drafting to Funding: Avoiding Common Pitfalls

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

  Practice Areas: Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | 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: 06/05/2027

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

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

• Would You Take This Case: Ethical Client Intake for Attorneys

• The client intake process is far more than an administrative task — it is the foundation of the attorney-client relationship and one of the most important opportunities to identify ethical issues before representation begins. A poor intake decision can expose lawyers and law firms to malpractice claims, disciplinary complaints, fee disputes, conflicts of interest, and reputational harm.
  
  This interactive ethics program places participants in the role of the attorney through a series of realistic mock client intake scenarios involving high-risk prospective clients. Each scenario challenges attendees to determine not only whether they can accept representation, but whether they should. Participants will analyze common warning signs, identify ethical red flags and apply the ABA Model Rules to practical client intake decisions involving competence, confidentiality, conflicts of interest, meritorious claims, client communication, and professional judgment.
  
  Learning Objectives:
  
  * Identify the ethical duties implicated during the client intake process
  
  * Recognize common warning signs and ethical red flags that may indicate increased risks of malpractice, disciplinary issues, or problematic attorney-client relationships
  
  * Evaluate prospective client matters by applying sound professional judgment, conducting appropriate conflict checks and assessing whether representation should be accepted or declined
  
  * Apply best practices for ethical client intake, including engagement letters, non-engagement letters, documentation, client communication and identity verification
  
  * Analyze realistic client intake scenarios to identify ethical issues and develop practical strategies for managing risk while protecting client interests
  
  * Implement effective intake procedures that promote professionalism, reduce liability exposure, and support compliance with ongoing ethical and professional responsibility obligations.
  
  The course also explores best practices for conducting ethical client intake, including conflict checks, client identity verification, documenting communications, engagement letters, non-engagement letters, outside counsel guidelines and effective risk management procedures designed to protect both attorneys and clients. Throughout the program, attendees will evaluate situations involving unrealistic client expectations, prior attorney relationships, financial concerns, inadequate documentation, potential conflicts and other issues that frequently arise during initial consultations.
  
  Designed as an engaging, discussion-based program, this course encourages attorneys to actively assess each scenario, compare approaches and develop practical strategies for making sound, ethical intake decisions. Attendees will leave with a structured framework for evaluating prospective clients, recognizing ethical pitfalls before representation begins, reducing malpractice exposure and implementing intake procedures that promote professionalism, protect client interests & strengthen compliance with ethical obligations. With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, Cari Sheehan serves as the firm’s Assistant General Counsel.

  Specialty Areas: Legal Ethics
  
  Practice Areas: Ethics, Law Practice Management, Professional Conduct
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Tennessee (TN) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 07/27/2028

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

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 07/28/2026
  Run Time: 1:00:03