Course List click each course for details

• Cost of the Problem: 401k Management and Fiduciary Responsibility
• Cost of the Problem: 401k Management and Fiduciary Responsibility

  What is the cost of your 401(k) problem? Unfortunately, not many people know. And many attorneys are not very adept when it comes to 401(k) management and knowing if plan sponsors are upholding their fiduciary responsibilities.
  
  Ric Lager is a Registered Investment Advisory. For the last fifteen years he has specialized in advising attorneys and law firms on preserving and maximizing the value of their retirement plans. In order to educate you on these highly critical retirement issues, Ric will provide analysis of: the annual fees & investment performance of your investment menu, asset diversification & allocation, efficient plan management & reasonable fees and the merits of investing early in your legal career in a firm 401(k). To illustrate the actual cost of holding on to underperforming mutual funds Ric will provide 3 actual case examples to illustrate how this can cost you $100,000’s in retirement funds. Ric will conclude by providing a full explanation of the pros and cons of the Roth 401(k) versus a regular 401(k) — from tax treatment to tax considerations before retiring.
  
  Ric Lager is president of Lager & Company, Inc. For almost two decades he has specialized in helping solo and small firm attorneys maximize the value of their retirement investments.

  Practice Areas: Employment Law, Law Practice Management, Litigation
  
  Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | 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) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 05/28/2026

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 05/28/2021
  Run Time: 1:00:03

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• Ethics of Contract Review
• 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: 08/12/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours | 1.00 Legal Ethics
  
  Original Production Date: 08/12/2022
  Run Time: 1:00:01

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• Making Your Clients Judgement Proof
• Making Your Clients Judgement Proof

  Your favorite 97 year-old client calls you in a panic. She got into a little fender bender last week on the way to bingo and now her “friend” is suing her. She wants to know if there’s any way to protect her one asset - the family home she’s lived in for 79 years.
  
  In this CLE course, Jacob Stein will teach you how to protect your client’s assets from creditors. Jacob will mainly cover specific asset planning strategies & solutions, myths about asset protection planning and commonly used asset protection structures. Further topics discussed: personal guarantee cases, the timing of asset protection, the “Home Depot” method of hiding assets, the overall goal of asset protection, LLCs & LLPs, irrevocable trusts, trust protectors and offshore structures. When you are finished with this course you will know various ways — from simple to sophisticated - to protect assets common to all clients: houses, bank & brokerage accounts, rental real estate, businesses & professional practices and retirement plans.
  
  Jacob Stein is a partner with the law firm Aliant, LLP, in Los Angeles, California. A prolific writer and speaker, Mr. Stein has represented over a thousand clients, from Forbes 400 families to Internet entrepreneurs. He focuses on asset & income protection, in addition to International Tax issues.

  Practice Areas: Litigation, Real Property, Wills, Trusts & Estates
  
  Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Pennsylvania (PA) | South Dakota (SD) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 02/10/2025

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 02/10/2020
  Run Time: 1:00:00

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• Professionalism Lessons From Big Screen Lawyers
• Professionalism Lessons From Big Screen Lawyers

  For better - or worse - many people's perceptions of attorneys are based on Elle Woods, Atticus and everybody's favorite cousin, Vinny. From Philadelphia to The Firm, the movies we watch dominate the public?s perceptions of real attorneys.
  
  But is there something these fictional characters can teach us about professionalism and achieving higher standards of conduct in our everyday conduct? Ron E. Daniels will highlight professional - and unprofessional - conduct displayed by some of our favorite big screen movie characters to teach us how we can practice with greater professionalism. Ron will use the Georgia Lawyer's Creed to show how you can enhance your service to your clients, opposing parties & their counsel, the courts, colleagues in the practice of law, the profession, the public & our systems of justice. Movies & characters discussed include: Joe Miller in Philadelphia, Fletcher Reede in Liar Liar, Gordon Bombay in The Mighty Ducks, Elle Woods in Legally Blonde, Atticus Finch in To Kill a Mockingbird, Mitch McDeere in The Firm, Rudy Baylor in The Rainmaker and Vincent Gambino in My Cousin Vinny.
  
  Ron E. Daniels is a trial attorney that represents clients in consumer protection cases. He fiercely and proudly represent Georgians in cases involving credit card, student loan and medical debt.

  Practice Areas: Civility, 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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | 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) | 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: 12/16/2027

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 12/16/2022
  Run Time: 1:00:00

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• Trust Accounting
• Trust Accounting

  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) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 10/31/2028

  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

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• Veterinary Malpractice for Pets and their Humans
• Veterinary Malpractice for Pets and their Humans

  Cheryl Nolan is an animal law lawyer who helps aggrieved pet owners with veterinary malpractice claims. She handles cases involving dogs, cats, horses, birds... and even hamsters.
  
  In this CLE she will discuss the hallmarks of dog & animal law, types of claims, theories of liability, small claims vs. the veterinarian board and case development. Additional subjects: animal law practice areas, private equity & veterinarians, the roots of animal law, what pet owners want, handling animal disputes with alternative dispute resolution (ADR), Debra Vey Voda-Hamilton’s mediation practice, breach of contract, bailment, malpractice & negligence, conversion, consumer protections, fraud & misrepresentation, deceptive business practices, market value, replacement value, special & unique value monetizing bowser and utilizing expert witnesses to guide the case. Cheryl will conclude by providing a detailed analysis of two actual case examples where she helped pet owners.
  
  Cheryl Nolan decided on a career in law to help others and be of service. After 23 years promoting the interests of the disadvantaged and equal access to justice, Cheryl now runs an animal-centered law practice.

  Practice Areas: Animal Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | 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 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: 04/30/2028

  Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB

  1.00 credit hours
  
  Original Production Date: 04/30/2023
  Run Time: 1:00:00

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