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- Ethics of Contract Review
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Ethics of Contract Review
Your long-time business client emails you and wants you to review some documents & contracts for his new business selling cryptocurrency to teenagers — and he also wants you to be the new CEO and general counsel. Good idea??
R. Shawn McBride works with business owners all over the country and he knows that things can get a little dicey with your business clients. From fake real estate transactions to drafting executive compensation packages, there are many intersections between reviewing contracts for client’s and the ethical standards of the legal profession. Shawn will present numerous common everyday scenarios where attorneys run into ethical dilemmas by discussing: Rule 1.2 — Scope of Representation, Rule 1.7-1.10 — Conflicts of Interest & Business Transactions with Clients, Rule 1.18 — Duties to Prospective Clients, Rule 1.13 — Organization as Client, Rule 2.4 — Lawyer as 3rd Party Neutral, Rule 4.3 — Unrepresented Persons, Rule 5.1 — Supervisors & Subordinates, Rule 7.3 — Info About Legal Services, Rule 1.5 — Fees, Rule 1.15 — Safekeeping Property, Rule 1.3 — Diligence, Rule 8.3 — Reporting Professional Misconduct and Rule 2.1 — Advisor.
Based in Dallas, R. Shawn McBride works with business owners all over the country. He frequently speaks on business and legal topics and he is currently licensed to practice law in 13 states and the District of Columbia.Specialty Areas: Legal Ethics
Practice Areas: Business Law, Ethics, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 08/12/2027Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
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Original Production Date: 08/12/2022
Run Time: 1:00:01 - Free Speech on Campus
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Free Speech on Campus
The Founding Fathers thought so highly of robust public discussion, they added the freedom of speech to the 1st Amendment to the Constitution — right after the freedom of religion. Unfortunately, many colleges do not place this same value on the right to free speech.
One junior college student was barred from passing out pocket Constitutions — on Constitution Day. Emory University told students they can’t hang Christmas decorations. And Syracuse University charged a student orientation leader with hazing & suspended her — because she helped organize an optional campus scavenger hunt. There are countless tales of colleges impermissibly chilling speech on campus and punishing students for legally exercising their free speech rights. In this CLE, Zach Greenberg will mainly cover: hate speech vs. free speech, the more speech approach, college standards & regulations, speech codes and free speech zones. Additional topics: public vs. private colleges, harassment policies, the “true threat” standard, thought reform at the University of Delaware and dealing with hateful speech. Zach will also discuss numerous case examples where colleges overstepped their bounds and trampled on student’s First Amendment rights.
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) | Indiana (IN) | 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 York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
Course Expiration: 08/23/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 08/23/2023
Run Time: 1:00:00 - Leveraging Legal Data and Analytics to Win in State Trial Court
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Leveraging Legal Data and Analytics to Win in State Trial Court
Moneyball. A book written about the Oakland A’s because their organization was the first to utilize research and analytics in baseball to achieve tremendous success on a limited budget. “Moneyball” has since crossed over into numerous industries — and now it’s available for trial lawyers.
How often does opposing counsel take cases to trial? What is your judge’s summary judgement record? How can analytics help you write more persuasive motions? How can legal information make you a better lawyer? Attorney Nicole Clark will show you how legal research, data & analytics can help you win your cases in state trial court. Main topics: Judge Analytics & Ruling History, Case Valuation & Verdict Data, Strategic State Trial Court Research & Alerts and Law Firm Intelligence. Additional subjects: potential risks of re-assignment, litigation & motion strategy, discussing case strategy with your client & setting expectations, the 4 Buckets of Data (1) Rulings (2) Dockets (3) Documents (4) Verdicts, rulings as outlines for motions, searching filed documents via legal issue, motion type & outcome, expert testimony, jury instructions, motions to disqualify and good faith settlements.
Nicole A. Clark is an attorney and the co-founder and CEO of Trellis. She previously worked as a litigator, where she quickly realized that leveraging legal research, data and analytics could transform the practice of law.Practice Areas: Business Law, Family Law, Intellectual Property, Litigation, 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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | 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 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: 09/22/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 09/22/2023
Run Time: 1:00:00 - Little Known Secrets About Altered Documents in Legal Cases
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Little Known Secrets About Altered Documents in Legal Cases
Nowadays “documents” means much more than it did 30 years ago when all your valuable “papers” were behind lock & key in your trusty file cabinet. Emails, PDFs, word docs, JPGs & more have now expanded the world of documents — as well as forgeries, fakes and cut & paste signatures.
How do you know if a PDF is legit? How can you tell if the signature on a holographic will has been “lift cropped”? Dr. Edmond Locard said that “any action… constituting a crime, cannot occur without leaving a trace.” Mike Wakshull will show you how he finds these traces & clues using the tools & techniques of his Forensic Document Examination practice. Case examples discussed: is a JPEG embedded in PDF part of the original document, Divorce Case — Zoom stock split email, altered deed filed with the county recorder, alteration of a mortgage document, PDF authenticity, faked signature on a holographic will, intersection of ink & toner and intersecting lines. Further topics: “Repeatability, Reproducibility & Replicability,” Photoshop tools, using camera metadata, GPS data, the Video Spectral Comparator (VSC), the digital microscope, using blue light & filters and ESDA Imaging.
Michael N. Wakshull is a court-qualified civil & criminal forensic document examiner and has been qualified as an expert witness in California Superior Courts and Federal District Court. His clients are in 27 states and five countries and partners with legal clients to dissect evidence presented in handwritten and computer-generated questioned documents.Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Real Property, 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) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | 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 Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
Course Expiration: 07/11/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 07/21/2023
Run Time: 1:00:00 - Nutraceuticals: Dietary Supplements for Attorneys
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Nutraceuticals: Dietary Supplements for Attorneys
If it’s natural… it’s safe. Dietary supplements don’t interact with other drugs. And the labels for dietary supplements will accurately list all ingredients. True or False??
Yes, the myths abound when it comes to Nutraceuticals, also known as dietary supplements. Taught by Toxicologist Dr. Allison Muller, this CLE provides insight into dietary supplements & legal claims based on actual legal cases straight from her case files. Dr. Muller will mainly: describe the role of the FDA in regulating dietary supplements, compare & contrast adulterants vs. contaminants, list 2 dietary supplement-drug interactions, identify 1 dietary supplement that can cause impairment and explain how dietary supplements can give a positive drug screen result. Dr. Muller will also discuss: non-drugs, homeopathic treatments, pharmacokinetics, pharmacodynamics, the Dietary Supplement Health and Education Act of 1994 (DSHEA), product liability, false advertising (mislabeling), workplace impairment, existing medical conditions and Cannabidiols (CBD).
Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology, and registered pharmacist with over 20 years’ experience in the field of clinical toxicology.Practice Areas: Business Law, 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) | Iowa (IA) | 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 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: 02/28/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 02/22/2023
Run Time: 1:00:00 - Selecting a Trustee: Ethics, Responsibility and Completion
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Selecting a Trustee: Ethics, Responsibility and Completion
An estate plan is a set of written, dated and signed documents based on the Probate Code of your state. Every one of us should have an estate plan and establishing a trust is an essential part of planning for your clients.
In this CLE, Marguerite Lorenz will cover some key ethical issues around selecting a trustee, the duties of a Fiduciary and what completion of the trust looks like. Specific topics covered: wills, Power of Attorney for Finance, advance directives (AHCD), the trustor, planning for incapacity & death, the job of the fiduciary, administration, the business of your life, setting up successors for success, digital assets & accounts, model succession plan, who can serve as your fiduciary and how the trustee knows the work is done. Think of this presentation two ways — what you need to know for you and your own family in terms of estate planning (even if you already have an estate plan), and what you need to know to teach your clients how to select the right person(s) for the job of implementing their unique Estate Plan.
Since 2003, Ms. Lorenz has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters.Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professional Conduct, 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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 12/08/2027Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
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Original Production Date: 12/08/2022
Run Time: 1:00:00 - Spreading Like Wildfire: Battery Failure Investigations
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Spreading Like Wildfire: Battery Failure Investigations
This presentation will provide legal professionals with an overview of the investigation process following a battery failure or a failure of a battery-powered device. The presenter will introduce attendees to the operation, construction and historical development of a battery. The different types of batteries will be discussed as well as the failures that can occur. Scientific investigation techniques for a variety of battery-powered devices will be included, and case studies will be utilized to illustrate expert strategies for effective investigations and best practices for litigation management. Mr. Brad Davis is a Professional Engineer with over 20 years of experience providing expert consultation to the insurance and legal communities in matters of equipment losses, equipment valuation, damage assessment, and causation analysis.
Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Real Property, 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) | Illinois (IL) | Indiana (IN) | Iowa (IA) | 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 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: 03/13/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 03/13/2023
Run Time: 1:00:00 - The Ethics of Referral Fees
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The Ethics of Referral Fees
Referral fees are unethical. My state prohibits referral fees. Such fees must be based on ‘work performed’ and are only proper for contingency matters. Misconceptions abound.
The reality is that numerous state bars have noted that fee sharing is not only ethical — but it actually leads to better outcomes for clients. Come get cozy with Curt Brown and the rules of professional conduct as he surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, “reasonable fees,” ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services.
Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture’s General Counsel. In 2023, he was named a Rising Star by Super Lawyers.Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | 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 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: 05/31/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
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Original Production Date: 05/31/2023
Run Time: 1:00:00 - Trademarks Are Fun: Using Trademark Law to Protect Your Client's Brands
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Trademarks Are Fun: Using Trademark Law to Protect Your Client's Brands
From donut shaped door handles, to the distinctive "scent of sweet, slightly musky, wheat-based dough" - better known as Play-Doh. Trademark law protects a wide variety of company & product logos, words, slogans and more.
Todd Fichtenberg will walk you through the wonderful world of trademarks and trademark law protections. Todd will mainly talk about what every attorney needs to know about trademarks, how trademarks protect brands in today's marketplace and counseling your clients on trademark registration and protection. Also discussed: service marks, certification marks, trade dress, product packaging, product design, store configuration, the distinctiveness spectrum, generic marks: cannot be registered, fighting genericide, acquired distinctiveness/secondary meaning, free speech & trademarks, disparaging marks, the notice of opposition, "scandalous & immoral," Likelihood of Confusion, dilution, blurring, tarnishment, parody, use application timeline 1(a), maintenance and trademark registration. Todd will also cover recent case law involving: Starbucks, Mutual of Omaha, Chewy Vuiton, NFTs, Jack Daniel's, Walmart vs. Kanye West (Yeezy) and Nike vs. StockX.
Todd A. Fichtenberg, Esq., has been a practicing attorney for over 11 years. Although Todd focuses his practice primarily on trademarks, he also has a wealth of experience in protecting creditors' rights in bankruptcy, probate & estate planning and business litigation.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) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | 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) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
Course Expiration: 05/22/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 05/22/2023
Run Time: 0:59:59 - You Might Go to Prison, Even Though You're Innocent
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You Might Go to Prison, Even Though You're Innocent
Surviving prison as an innocent person is a surreal nightmare no one wants to think about. But it can happen to you - and those you love.
Justin Brooks has spent his career freeing innocent people from prison. Putting you at the defense table, this CLE forces us to consider how any one of us might be swept up in the legal system. From bad IDs to people telling lies, Justin provides the main reasons that people are wrongfully convicted and he offers detailed accounts of the cases he has worked on. Main topics: bad lawyering, differences in police work in the city vs. the country, you come home & find your partner dead, false confessions, junk science, Shaken Baby Syndrome, you have or care for a sick child, the jury is blinded by junk science, bad information from informants, and you are poor and/or a person of color. Additional topics: bite mark evidence, bad crime scene preservation, Relative Opinion Process, Cross-Racial Identifications, problems with Police line-ups, DNA testing & database, the Reid Technique, the CSI Effect, the McMartin Pre-School case and the Brian Banks case.
Professor Justin Brooks directs the LLM Program in Comparative Law in Spanish at the USD School of Law. As the program director, he administers a national moot court program in Mexico, and coordinates the work of 35 innocence organizations in Latin America.Practice Areas: Criminal 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) | 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 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: 09/18/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
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Original Production Date: 09/18/2023
Run Time: 1:00:00