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) | 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 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: 09/15/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 09/05/2025
Run Time: 1:00:00
Plaintiffs' lawyers now need to write more than ever. Unfortunately, courts are slammed with heavy caseloads and you are competing against other litigants for what little time the judge has to analyze the claims & merit of your case. How can you avoid the dreaded MTD??
Join professional brief writer Jonathan Hilton as he explains how to craft legal briefs that judges will want to read. He will present & explain his top ten tips: five practice points to help the judge spot your best arguments in less time and five practice points on how to make your clients more likable & your clients’ stories more compelling. The ten points: (1) Start with first principles, (2) Create an alternate storyline, (3) Show why you state a claim — don’t just defend, (4) Plant the emotional facts in the Complaint, (5) Dumb Cases Die, (6) Use notice pleading to build your story, (7) Distinguish Civ. R. 8 from Civ. R. 9(b), (8) Use the right theory to hook in the big pockets, (9) Handle SOLs carefully and (10) To amend… or not to amend? Jonathan will round out the hour by looking at resources that will help you become a better brief writer moving forward.
Jonathan Hilton became the youngest-ever Cincinnati Chess Champion at age 15, and he earned the National Master in chess title the following year. At Hilton Parker LLC, Mr. Hilton now advisies other attorneys on how to best navigate through their most difficult cases. As a consultant and brief writer, he designs novel legal theories in courts across the country.
Practice Areas: 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) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | 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) | 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: 10/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 11/08/2024
Run Time: 1:00:00
A few years ago, the hot copyright case was the "Monkey Selfie" - a battle over a photo of a macaque monkey taking a selfie with a photographer's camera. Copyright protection was denied because of the human authorship requirement.
Generative Artificial Intelligence (AI) is now the hottest topic of the day. Attorney Scott Sholder will dive into these novel & cutting edge copyright issues of authorship, ownership & protectability of AI generated content when generative Artificial Intelligence (AI) is used to generate content and works of art. Scott will mainly cover: Copyright Basics, Copyright Registration, Generative AI Basics and Generative AI: Authorship & Copyrightability. Additional topics: ownership of copyright, works made for hire, joint authorship, the blurred Lines Between AI & Human Creation, Machine Learning (ML), Deep Learning (DL), AI Models & training data, potential input issues, the human authorship requirement, works generated solely in response to user prompts, Copyright Office AI Disclosure Requirements and how to best protect your clients. Cases discussed: Naruto v. Slater (2018), Thaler v. Perlmutter (2022), Zarya of the Dawn (2023) and Jason Allen v. Shira Perlmutter (2024).
Scott J. Sholder, is the Co-Chair of the firm’s Litigation group and focuses his practice on litigation, counseling, and dispute resolution in connection with entertainment, media, art, and intellectual property matters.
Practice Areas: Business Law, Intellectual 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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 01/15/2027
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 01/15/2025
Run Time: 1:00:00
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) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | 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: 10/10/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 09/25/2025
Run Time: 1:00:00
Nathan Osborn frequently works with clients to buy investment properties on the ski slopes of Breckenridge, Beaver Creek, Aspen and more. These clients buy these properties as VRBOs (Vacation Rental By Owner) to generate revenue – but what they fail to realize is that one accident on their property could put their personal assets at risk.
Nate Osborn often recommends a very practical solution that offers asset protection & tax benefits – the LLC. In this CLE he provides practical guidance on how to draft a real estate limited liability company (LLC) operating agreement. Nate will provide a plethora of practical guidance on: asking the right questions, determining whether an LLC is the appropriate entity for your client, selecting a member or manager managed LLC, maximizing personal asset protection through the LLC, drafting capital contribution provisions, drafting real estate profit distribution provisions, drafting dispute resolution provisions and tax implications & how to maximize tax benefits. Specific topics covered: vacation rentals & investors, understanding the client’s business, the advantages of LLCs in real estate, putting title to real estate into an LLC, potential LLC liability, piercing the corporate veil, structuring capital calls, provisions to share real estate profits, incorporating IRAs, holding strategies & double FICA taxes and utilizing 1031 like-kind exchanges.
Nathan G. Osborn, Esq., focuses on real estate litigation, real estate transactions and commercial litigation. Mr. Osborn effectively uses his significant trial experience to help transactional clients avoid situations that often end up in court.
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) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | 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) | 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: 11/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 11/27/2024
Run Time: 1:00:00
You're a good speaker for an immigrant. Where are you from really? You're so good at coding – especially since you are a woman. Microaggressions are subtle words and actions that express prejudice and highlight difference in regard to a marginalized and often legally-protected group.
Through a combination of real-world scenarios, interactive discussion and practical strategies, attorney Nicole Sorokolit Croddick will provide tools to identify and address microaggressions & unconscious bias, improve cultural competency and foster a more respectful, inclusive workplace. Attorneys will learn the difference between microassaults, microinsults & microinvalidations, understand their psychological & professional consequences, and explore how these behaviors can affect workplace morale, productivity & create legal risks. By the end of this program, attendees will be better equipped to recognize their own biases, respond to microaggressions thoughtfully, and contribute to a culture of dignity, professionalism, and fairness within their organizations.
By the end of this course, participants will be able to:
• Define and differentiate between implicit bias, microaggressions and other forms of subtle discriminatory behavior.
• Identify common types of microaggressions — including microassaults, microinsults, and microinvalidations — and their legal and emotional impact in a professional setting.
• Understand the cumulative effects of microaggressions on mental health, employee engagement and organizational culture – particularly for individuals in marginalized or protected groups.
• Analyze real-world scenarios to evaluate whether a microaggression has occurred and determine the appropriate strategies for response or intervention.
• Apply proactive tools and communication frameworks to reduce bias, foster inclusion, and create a respectful, equitable environment within legal workplaces.
Nicole Sorokolit Croddick, Esq., is an attorney and experienced bilingual business training facilitator. As a consultant and compliance trainer on employment law issues, Nicole facilitates classes on sexual harassment and discrimination prevention; ethnic sensitivity; workplace ethics; lawful hiring; and employee disciplinary procedures and documentation mechanics.
Specialty Areas: Diversity, Inclusion and Elimination of Bias
Practice Areas: Access to Justice, Diversity and Inclusion, Diversity, Inclusion and Elimination of Bias, Equity in Justice (NM), Equity, Diversity and Inclusivity (EDI), Equity, Inclusion and Mitigation of Implicit and Explicit Bias (WA), Ethics, Implicit Bias, 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) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
Course Expiration: 07/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
| 1.20 Diversity, Inclusion and Elimination of Bias
Original Production Date: 06/26/2025
Run Time: 1:00:00
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) | ITA (ITA) | Kansas (KS) | 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 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: 07/05/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
| 1.20 Legal Ethics
Original Production Date: 07/03/2025
Run Time: 1:00:00
“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) | 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) | 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 York (NY) | 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: 11/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 11/22/2024
Run Time: 1:00:00
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) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | 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: 06/10/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 05/31/2025
Run Time: 1:00:00
This CLE course offers legal professionals an in-depth examination of the complex and rapidly evolving regulatory landscape surrounding money transmitter licensing (MTL) and cryptocurrency businesses. Through detailed case studies and statutory analysis, attorneys will gain practical insights into the legal obligations imposed on financial services providers operating in traditional and digital asset spaces.
The course begins by defining a “money transmitter” and outlining the foundational legal principles that apply to money services businesses (MSBs). It then explores the regulatory requirements imposed by the FinCEN and state regulators, using real-world enforcement actions — such as those involving Coinstar, Ripple Labs, Sigue Corporation, and Block Inc. — to highlight the legal and financial risks of non-compliance. The training also examines the specific compliance burdens facing cryptocurrency companies, including licensing requirements like BitLicenses, ongoing AML/BSA obligations, and emerging legislation like California’s Digital Financial Assets Law (DFAL). Finally, the course concludes with a look at how artificial intelligence (AI) is streamlining the licensing process and regulatory compliance.
Learning Objectives:
• Define what constitutes a money transmitter under federal and state law
• Identify state-specific licensing requirements for cryptocurrency companies
• Analyze key enforcement actions and understand their implications for compliance
• Understand licensing prerequisites, including financial, operational & documentation standards
• Apply knowledge of ongoing maintenance requirements for MTLs and crypto licenses
• Evaluate how AI and technology are transforming licensing and compliance workflows
Molly Siems Cavanaugh, Esq., has a diverse background in business development, channel sales, and strategic planning that has honed her ability to identify market opportunities, develop innovative strategies and execute with precision. The CEO of Brico, Snigdha Kumar has over 10 years of experience working in FinTech in operations, strategy, partnerships and consulting roles, including investing, banking, cash advance, savings and payments.
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) | Illinois (IL) | Indiana (IN) | 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) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA)
Course Expiration: 09/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 08/09/2025
Run Time: 1:00:00
Trial attorneys now increasingly rely on the “Reptile Theory” — a trial strategy designed to awaken jurors’ primal instincts for safety, fear and self-preservation. This technique has been credited with driving a sharp rise in “nuclear verdicts” awarded by juries over the last decade.
In this engaging and highly practical session, veteran trial attorney Kate Whitlock, Esq. explores how these Reptile tactics operate — and how defense counsel can effectively recognize, neutralize, and counter them at every stage of litigation. Kate will examine how juror anger, distrust of authority and media-driven narratives have reshaped the litigation landscape. She provides participants with actionable strategies for depositions, motions practice, voir dire, trial themes and closing arguments to defuse emotional manipulation and restore rational decision-making. Attorneys will leave this session with a deep understanding of the psychological and procedural underpinnings of Reptile Theory, how it manifests in pleadings and discovery and concrete techniques for minimizing exposure to runaway verdicts.
Participants will learn how to:
* Define Reptile Theory and explain its psychological roots in the triune brain model
* Identify hallmarks of Reptile tactics in pleadings, discovery, and witness examination
* Analyze case law restricting or sanctioning Reptile-style argumentation
* Develop motion and deposition strategies to protect witnesses and preserve appellate issues
* Reframe trial themes around reasonableness, personal responsibility, and fairness to neutralize fear-based appeals
Kate Whitlock has spent her career defending and counseling individuals and companies accused of not doing their jobs right. Primarily in professional liability, bad faith and sexual misconduct matters, Kate represents clients in many different fields – legal, insurance, accounting, real estate, education and more.
Practice Areas: Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Idaho (ID) | Illinois (IL) | 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: 11/10/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 10/29/2025
Run Time: 1:00:00
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) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | 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 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: 10/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 09/17/2025
Run Time: 1:00:00
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) | Arkansas (AR) | 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) | 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) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 04/15/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
| 1.20 Legal Ethics
Original Production Date: 03/27/2025
Run Time: 1:00:00
If you have a brain, you have a bias. There is no way around it. Implicit, unconscious biases are hardwired into us. This bias originated as a survival instinct when we had to rapidly identify if faces were friendly – or they were a threat we had to protect against.
Cari Sheehan provides a thoughtful analysis of bias, civility and professionalism in our daily legal practice and how we can better understand our decision-making processes as attorneys. Cari will also describe self-assessment tests and exercises that you can apply to yourself to gauge your own implicit biases & those of the attorneys at your firm to avoid unconscious bias in your legal practice. The main areas addressed in this Implicit Bias CLE: Eliminating Bias: The Core of Professionalism & Civility, Biased Conduct & Civility in the Legal Profession, Tests & Exercises to Reduce Bias in Attorneys & Your Legal Practice and How Biased Conduct & Incivility Leads to Professional Discipline. Additional subjects: bias in relationships with clients, bias & professionalism in the court, Model Rule 8.4(d) – Prejudicial to the Administration of Justice, Model Rule 8.4(g) – Avoiding Harassment or Discrimination Based on Protected Classes in the Practice of Law and the Fusiform Face Area (FFA). Cari will also give practical examples of how bias manifests in: recruiting & hiring attorneys, the job screening process (name bias) and work allocation & promotion.
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: Diversity, Inclusion and Elimination of Bias
Practice Areas: Access to Justice, Diversity and Inclusion, Diversity, Inclusion and Elimination of Bias, Equity in Justice (NM), Equity, Diversity and Inclusivity (EDI), Equity, Inclusion and Mitigation of Implicit and Explicit Bias (WA), Ethics, Implicit Bias, Professional Conduct, Professionalism
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) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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 Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 05/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
| 1.20 Diversity, Inclusion and Elimination of Bias
Original Production Date: 04/23/2025
Run Time: 1:00:00
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) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | 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: 10/15/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 09/30/2025
Run Time: 1:03:13
Pete Rose was banned permanently from baseball for gambling on games while managing the Cincinnati Reds. “Shoeless” Joe Jackson was banned permanently by Commissioner Kenesaw Mountain Landis in 1920 for his part in the Black Sox Scandal – even though he hit .375 in the World Series with 12 hits, 3 doubles and a home run.
Now with the explosion of online gambling and companies like DraftKings, FanDuel and BetMGM, there are even more risks involved for attorneys that represent athletes. Brandon Leopoldus is a sports agent and he constantly reminds his clients about the perils of sports betting, even something as simple as participating in fantasy football with friends. This CLE is broken into 3 parts: the historical context, legal & practical aspects of sports betting and the sponsorship, integration & industry governance of sports betting companies. Additional topics: betting scandals, violations & penalties of Rule 21 in Major League Baseball, the Shohei Ohtani Situation, legalization & regulation of sports betting, Murphy vs. NCAA (2018), Professional and Amateur Sports Protection Act (PAPSA) of 1992, conflicts with league policies, use of AI & geolocation to monitor betting activity, collaboration with leagues to identify anomalies, advising clients on compliance & regulations and best practices for lawyers.
Brandon Leopoldus is a California-based attorney and founder of Leopoldus Law, APC – a specialized law firm dedicated to serving clients in the sports industry. With a focus on providing tailored legal solutions and strategies, Mr. Leopoldus is committed to helping his clients navigate the complexities of their off-field and off-screen needs.
Practice Areas: Sports and Entertainment
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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | 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) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 10/01/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 10/31/2024
Run Time: 1:00:00
Nearly a century before the first Tesla hit the streets, the driverless car du jour was a Pontiac known as the Phantom developed in the 1920’s. The Phantom was remote controlled by the tap of a telegraph key by a second car trailing miles behind.
Fast forward to today & driverless cars are set to take the world by storm with the global market for self-driving vehicles reaching around $2.5 trillion by 2030. But we are still at the infancy of this new technology that heavily employs autopilot and CAT (Collision Avoidance Technology). In this CLE, Brett Scheiber will detail this new technology and discuss litigation that has ensued from accidents involving Tesla vehicles. Brett will mainly: demystify autopilot, describe how the tech works & how it fails, review Tesla’s claims regarding its autopilot and CAT (Collision Avoidance Technology) technology, show you how to collect the evidence for litigation and how to vett these & other CAT cases. He will also discuss: the 5 levels of tech, myths & facts regarding autopilot & CAT, EDR (Event Data Recorder) data, on-board Tesla videos, car log/D16, the NHTSA & NTSB and the future of Tesla cases & litigation.
Brett Schreiber’s practice includes mass torts, personal injury, medical malpractice and condemnation law. Whether lecturing student groups or handling pro bono claims for wrongfully convicted, he is guided by the Hebrew principle of tikkun olam meaning “to heal the world.”
Practice Areas: 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) | 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) | 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) | 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: 01/15/2027
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 01/24/2025
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.
Practice Areas: Business Law, Criminal Law, Cybersecurity, Law Practice Management, Personal Injury, Technology, 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) | Iowa (IA) | ITA (ITA) | 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) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 07/15/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
Original Production Date: 07/31/2024
Run Time: 1:00:00
"I know it when I see it." Potter Stewart’s words are one of the more famous legal quotes and referred to hardcore pornography.
Well, I think we can all agree without further details that (repeatedly) pooping in a pringles can and throwing it in the opposing party’s parking lot violates some type of ethical rule or professionalism guideline. And yes, that actually happened and the lawyer was suspended for 1 year. In this CLE, Ron Daniels turns things around and provides professionalism lessons from lawyers behaving badly. The case examples analyzed: the attorney who pooped in the pringles can, lawyers & unprofessional emails, a defense attorneys unprofessional use of AI, unprofessional conduct at deposition and unprofessional conduct on social media. Additional topics: Ethics vs. Professionalism, the Lawyer’s Creed, Georgia’s Aspirational Statements on Professionalism, the Golden Rule and civility. Ron E. Daniels is a trial attorney that represents clients in consumer protection cases.
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.
Specialty Areas: Legal Ethics
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) | 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) | 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) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 12/15/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.20 credit hours
| 1.20 Legal Ethics
Original Production Date: 12/27/2024
Run Time: 1:00:00
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) | 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) | 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 Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | Wyoming (WY)
Course Expiration: 06/10/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, USB
1.20 credit hours
Original Production Date: 06/06/2025
Run Time: 1:00:00