Course List

• AI, Ethics and Developing Your Law Firm AI Policy

• Generative AI is a game-changing technology – but it also comes with ethical risks for attorneys and law firms. Developing an AI policy for your law firm is now crucial and involves addressing ethical considerations and ensuring compliance with legal standards while leveraging the benefits of AI.
  
  This CLE explores the ethical, practical and regulatory implications of integrating artificial intelligence into legal practice. It covers core technologies like machine learning and generative AI, their application in law firms and the ethical responsibilities attorneys under the ABA Model Rules and various state bar ethics opinions. Attorneys will learn how to assess confidentiality risks, ensure transparency in billing, combat AI bias and develop firm-wide AI policies that uphold professional conduct and client trust.
  
  By the end of this course, participants will be able to:
  
  1. Identify key AI technologies used in legal practice and their core functions.
  
  2. Understand the ethical rules and responsibilities triggered by AI use, including competence, confidentiality, and candor.
  
  3. Evaluate the risks of AI bias, misinformation, and data security breaches.
  
  4. Develop a compliant AI policy aligned with ABA Model Rules and state bar guidance.
  
  5. Communicate transparently with clients about AI use and its implications for fees, privacy, and case strategy.
  
  Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur, and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.

  Specialty Areas: Professional Responsibility
  
  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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 07/31/2027

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

  1.00 credit hours | 1.00 Professional Responsibility
  
  Original Production Date: 07/29/2025
  Run Time: 1:00:00

• Attorneys Serving on Nonprofit Boards: Avoiding the Pitfalls

• If you are an attorney, you’ve probably been asked to serve on a Board. However, if you do agree there are numerous legal & ethical pitfalls that you must avoid as an attorney.
  
  In this CLE, Nikki Semanchik will teach you what you need to know about serving on a Board, from your initial homework & due diligence to your ethical duties & avoiding conflicts of interest. The course is broken into three main parts, with Nikki first providing background on the key points of Nonprofit Law, she will then take a deep dive into your fiduciary duties and conclude by detailing the risks of serving as Director & legal counsel. Additional topics: entity type, public transparency, Board Committees vs. Advisory Boards, the duties & role of Directors, the Articles of Incorporation, reviewing bylaws & internal policies, Duty of Care, Duty of Inquiry, Duty of Loyalty, Duty to Follow Investment Standards, conflicts of interest, director protections, the Business Judgment Rule, volunteer immunity, Indemnification, Directors & Officers (D&O) Insurance, Nonprofit Compliance, the loss of the attorney-client privilege and your liability exposure.
  
  Nikki Semanchik is the Founding Attorney of Semanchik Law Group, a business and nonprofit firm located in San Diego, California. In addition to assisting nonprofits with formation, compliance and governance, she also represents for profit businesses on a wide variety of matters.

  Practice Areas: Business Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 06/30/2028

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

  1.00 credit hours
  
  Original Production Date: 07/10/2024
  Run Time: 1:00:00

• Boilerplate Clauses: Impact and Considerations

• Choice of Law, Prevailing Party, Forum Selection, Force Majeure. “Boilerplate” refers to the standard clauses that typically appear at the end of a contract.
  
  These provisions are often pulled from templates and frequently overlooked by the parties and the attorneys tasked with drafting the agreements. However, these clauses establish essential rights for the parties and warrant careful consideration – especially in the front-end drafting stage of the agreement so you can avoid trying to enforce or fight these common clauses on the back end in litigation. In this CLE, Shannon Bell will delve into these common boilerplate clauses: choice of law, arbitration, forum & venue selection, amendment & modification, force majeure, jury waiver, prevailing party, merger and survival. Shannon will dissect key case law from around the country and provide practical tips & suggestions for drafting better boilerplate clauses in your contracts.
  
  Shannon M. Bell has years of trial experience in state and federal courts and litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues, with a specialization in construction.

  Practice Areas: Business Law, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 06/30/2028

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

  1.00 credit hours
  
  Original Production Date: 06/10/2024
  Run Time: 1:00:00

• Breaking Implicit Bias: Leveraging Narratives to Counteract Bias in the Judicial System

• Part 1. Implicit bias plays a significant — yet often unrecognized — role at nearly every stage of the legal system, influencing decisions from initial police contact through charging, pretrial determinations, trial strategy and sentencing.
  
  Even well-intentioned legal professionals may unknowingly rely on unconscious assumptions shaped by personal experience, cultural exposure, and systemic norms, leading to unequal outcomes and diminished confidence in the justice system. This course explores the pervasive role of implicit bias in the U.S. judicial system and introduces narrative tools as strategies to counteract these biases. Drawing on psychological research, legal data, narrative theory, and real-world case studies, the session guides attorneys in identifying decision points where implicit bias can affect outcomes and offers practical interventions, including the use of client narratives and videos.
  
  Learning Objectives
  
  * Define implicit bias and distinguish it from explicit bias
  
  * Identify key decision points in the legal process where implicit bias may emerge
  
  * Understand how implicit bias impacts decisions at arrest, charging, pretrial & sentencing
  
  * Recognize the influence of personal experience and background on legal decision- making
  
  * Use narrative-based mitigation strategies to humanize clients and challenge biased assumptions
  
  * Apply the Implicit Association Test (IAT) to assess and reflect on personal implicit bias
  
  The speakers include: Rebecca Grace, Professor Matthew Claire, PhD., Hon. Judge Mark W. Bennett, Prof. Leticia Saucedo, Shawn Marsh, PhD., Omkari Williams and Shari Rusk.

  Specialty Areas: Diversity & Inclusion
  
  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) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 01/31/2028

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

  1.00 credit hours | 1.00 Diversity & Inclusion
  
  Original Production Date: 02/05/2026
  Run Time: 1:00:00

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

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

  Practice Areas: Business Law, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 08/31/2027

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

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

• Brief Writing 101 for Plaintiffs' Attorneys: Opposing the Motion to Dismiss

• 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) | 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 Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 10/31/2026

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

  1.00 credit hours
  
  Original Production Date: 11/08/2024
  Run Time: 1:00:00

• Cognitive Science, Decision-Making and Persuading Your Jury

• Getting 8 or 9 figure settlements for your clients is not from luck, an accident, or magic. It is not a talent you are born with or a gift that is given to you. It comes from learning the science of persuasion and then discovering how to deploy it in the courtroom.
  
  R. Rex Parris obtained an historic $370 million defamation verdict for his clients against the founder of Guess jeans. He gets up at 4:00 a.m. every morning to study cognitive science & the irrational way jurors make decisions so he can achieve the best results for his clients. In this CLE, he will share his knowledge of persuasion & how to change minds by covering: behavioral decision making & how jurors think, keeping things simple and “priming” your jury to get the best results. Further topics: how decisions are affected by heuristics, biases & other influences, the SIMPLEST case wins, how to control fear in the courtroom, smiling & making eye contact, proximity, unconscious competence, attorneys are wordsmiths, trimming the fat & cutting extra words, visual priming, obsessing over the results, living life with laughter turned off and reversals. The following books are discussed, Click: Ten Truths for Building Extraordinary Relationships, The Power of Eye Contact, Start With Why, The Influentials and Behave: The Biology of Humans at Our Best and Worst.
  
  R. Rex Parris, Esq. has achieved outstanding results in the courtroom over the span of his career – including an historic, record-breaking defamation jury verdict in Los Angeles for $370,000,000. Rex has also been the mayor of Lancaster, California, since 2008.

  Practice Areas: Criminal Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 06/30/2028

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

  1.50 credit hours
  
  Original Production Date: 07/03/2024
  Run Time: 1:30:00

• Copyright and Generative AI

• 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) | 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: 01/31/2027

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

  1.00 credit hours
  
  Original Production Date: 01/15/2025
  Run Time: 1:00:00

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

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

  Practice Areas: Business Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 09/30/2027

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

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

• Drafting Real Estate Operating Agreements

• 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) | 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 Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 11/30/2026

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

  1.00 credit hours
  
  Original Production Date: 11/27/2024
  Run Time: 1:00:00

• ERC Compliance and Controversy: Navigating Litigation and Resolving Claims

• You might not hear those annoying commercials anymore, but YES the ERC is still a thing. In fact, the IRS is continuing to ramp up the scrutiny of ERC claims and has been flagging a large number of them as high risk – to the point of being improper or fraudulent.
  
  Sam Brotman currently has 66 ERC cases in litigation with the IRS. In this CLE, Sam will explore the origin, evolution and current controversies surrounding ERC claims, highlighting key compliance challenges, IRS enforcement actions & trends and the current litigation landscape. Attendees will learn how to advise clients effectively on ERC eligibility, audit response strategies, and the administrative vs. judicial options available for claim resolution Through case analysis and practical strategies, participants will gain the tools needed to navigate IRS audits, respond to client concerns and mitigate compliance risks for their business clients.
  
  Learning Objectives:
  
  * Explain the legislative history, purpose, and structure of the Employee Retention Tax Credit (ERC).
  
  * Identify and analyze the primary qualification tests for ERC eligibility, including gross receipts decline and operational impact.
  
  * Recognize key compliance and enforcement issues arising from IRS guidance and the 2023 ERC processing moratorium.
  
  * Compare the advantages and challenges of administrative versus judicial resolution options for ERC disputes.
  
  * Develop best practices for advising clients, documenting qualifications, and managing ERC audits or appeals.
  
  Sam Brotman is a nationally recognized tax attorney whose practice focuses on federal and state tax defense, controversy, and compliance. Sam has represented hundreds of businesses and individuals in complex tax matters before the IRS and state taxing authorities. He has extensive experience with the Employee Retention Tax Credit (ERC), having overseen more than 375 claims totaling over $160 million in credits. Sam regularly lectures on tax strategy, compliance, and IRS procedure for legal professionals and business audiences across the country.

  Practice Areas: Business Law, Litigation, Taxation
  
  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) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 10/31/2027

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

  1.00 credit hours
  
  Original Production Date: 11/14/2025
  Run Time: 1:00:00

• Filing A Case Under the False Claims Act

• Fraud costs the U.S. Government and taxpayers over $2 trillion annually. The False Claims Act of 1863 is a federal law that imposes liability on persons and companies who defraud governmental programs.
  
  The FCA is the government’s primary tool in combating fraud against taxpayers and claims typically involve Medicare & Medicaid, military contractors, or other government spending programs. Presented by Neal Roberts, this CLE course explores the nuances of whistleblower rights and remedies provided by the FCA and provide attorneys with a basic understanding of how to prepare a False Claims Act complaint and file it under seal. Neal will mainly detail U.S. Government spending & the cost of fraud, provide an overview of the FCA elements & history, analyze key sections of the statute and review the amount of recoveries from previous cases. Additional topics: Lincoln’s Law, Qui Tam filings & settlements, False Claims Act Amendments of 1986, kickbacks, unsafe Use, software & algorithms, copays, fraudulent billing, collusion, bid rigging, liability, knowledge, damages, penalties, whistleblower protections, damages and awards.
  
  Neal Roberts, the Managing Partner of ProtectUS Law, is an attorney licensed in California and the District of Columbia with more than 45 years’ experience in various aspects of law.

  Practice Areas: Administrative Law, 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) | 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) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 11/30/2026

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

  1.25 credit hours
  
  Original Production Date: 12/06/2024
  Run Time: 1:15:00

• Free Speech on College Campuses Following the Israel-Hamas War

• “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) | 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 Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 11/30/2026

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

  1.00 credit hours
  
  Original Production Date: 11/22/2024
  Run Time: 1:00:00

• How to Submit a Whistleblower Claim to the IRS

• “The Lion, the Polygamist and the Biofuel Scam,” was a title of a recent Wired article. An L.A. Aremnian mafia kingpin and a polygamous Mormon engineer joined forces with a crooked Beverly Hills lawyer in a renewable fuel tax credit fraud scheme that bilked taxpayers out of $1 billion dollars in clean-energy tax subsidies.
  
  Tax cheats like this rake in billions at the expense of honest taxpayers – over the last decade there has been a $1 Trillion tax gap in our country. Some of it was underpaid, some was due to non-filing and almost $800 Billion was lost due to under reporting or straight out fraud. In this CLE, Neal Roberts will walk you through submitting a whistleblower claim to the IRS. Main topics covered: the history & background of IRS Whistleblower Law, the legal framework of IRS whistleblower laws and the structure of IRS Form 211. Additional subjects: taxes collected, the voluntary compliance rate, how we get the tax gap, IRS whistleblower award amounts 26 U.S.C. § 7623(b), who must file the Foreign Bank Account Report (FBAR), FBAR e-Filing Method, the Swiss Bank UBS Whistleblower Scandal, the Offshore Voluntary Disclosure Program (OVDP), transfer pricing (market-based, cost-based & Transactional Net Margin Method), the $3.4 billion GlaxoSmithKline PLC “transfer pricing” tax dispute and filing multiple TCRs.
  
  Neal Roberts, the Managing Partner of ProtectUS Law, is an attorney licensed in California and the District of Columbia with more than 45 years’ experience in various aspects of law.

  Practice Areas: Administrative Law, Business Law, Taxation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 02/28/2027

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

  1.00 credit hours
  
  Original Production Date: 03/03/2025
  Run Time: 1:00:00

• Innovation Protection: The Intersection of Patents and Trade Secrets

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

  Practice Areas: Business Law, Intellectual Property
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 05/31/2027

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

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

• IP Issue Spotting for the Non-IP Practitioner

• Intellectual Property (IP) is one of the greatest sources of value creation in the business world – but it is also one of the most underutilized & under protected. While up to 90% of company value is linked to intellectual capital, most businesses still fail to adequately protect their IP.
  
  Presented by Kirby Drake, this CLE program will help non-IP practitioners spot IP issues that often arise in their client’s businesses. The course will mainly focus on trademark & trade secret law and also touch on common copyright & patent issues. Kirby will conclude the program by presenting two hypothetical scenarios & providing in-depth analysis on real world IP issues so you can better assist your clients protect possibly the most valuable component of their businesses. Additional topics: types of trademarks, benefits of registering a trademark, what makes a strong trademark, common trademark pitfalls, failure to adequately select an enforceable TM, copyright rights, pitfalls with provisional patent applications, patent misconceptions, improperly written patent applications, protectable trade secrets, trade secret considerations and “reasonable measures” businesses must take to protect trade secrets.
  
  Kirby Drake has focused her efforts on helping clients successfully navigate their intellectual property (IP) challenges. A registered patent attorney, Kirby enjoys being an advisor to clients when they need assistance in identifying, protecting, and leveraging their IP.

  Practice Areas: Business Law, Intellectual Property
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 08/31/2028

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

  1.00 credit hours
  
  Original Production Date: 08/21/2024
  Run Time: 1:00:00

• Lawyers In Distress: Intervention Strategies for the Legal Professional

• I’m ok. I can work this out for myself. I’m not like a “real” alcoholic anyway. I want help but I don’t want anyone to know. Will I be reported for discipline if I seek assistance?
  
  Does this sound familiar? There is a misconception among lawyers that only people who have “hit bottom” need or ask for help. The statistics say otherwise as recent surveys indicate that the overwhelming majority of attorneys feel that they have suffered negative mental health consequences as a result of their chosen profession. Led by Brian S. Quinn, Esq., this CLE will share strategies that work when you approach someone you feel may be in distress or impaired.
  
  Learning Objectives:
  
  • Recognize that 1 in 3 legal professionals will struggle with substance use and/or a mental health disorder at some point in their legal careers.
  • Spot the signs of impairment and learn the "Motivational Interventions" approach that yields results and saves lives.
  • Differentiate between stress and distress and learn how social isolation negatively affects your well-being.
  • Utilize the confidential, free, safe and supportive services that are available through the Lawyers Assistance Programs (LAPs) throughout the United States.
  • Identify the barriers that exist that prevent lawyers and judges from asking for help with an alcohol or substance misuse or mental health disorder.
  • Learn the parameters of Rule of Professional Conduct 8.3 (c) – and the safe harbor that it provides to protect attorneys working with an approved Lawyers Assistance Program or who contact a lawyers assistance program on behalf of an attorney or judge who is struggling.
  
  Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for Lawyers Concerned for Lawyers of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, drug addiction and mental health disorders.

  Specialty Areas: Mental Health & Substance Abuse
  
  Practice Areas: Attorney Wellness, Diversity and Wellness, Ethics, Mental Health & Substance Abuse, Prevention & Detection Competence, Professional Conduct, Professional Well Being (NC), Professionalism, Substance Abuse
  
  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) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 05/31/2027

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

  1.00 credit hours | 1.00 Mental Health & Substance Abuse
  
  Original Production Date: 06/09/2025
  Run Time: 1:00:00

• Legal Issues with Business Succession

• It’s been called the greatest wealth transfer in history: nearly $124 trillion in assets is set to change hands through 2048, according to estimates. Much of this wealth will transfer when businesses change ownership.
  
  This CLE course provides attorneys with a comprehensive overview of the critical legal issues involved in business succession planning. Led by attorney Patrick A. Klingborg, the session focuses on planning strategies that address ownership transitions triggered by retirement, disability or death. The course explores both external and internal succession pathways, including the use of Buy-Sell Agreements and succession planning for solo practitioners. Participants will gain insights into ethical considerations, tax implications and practical documentation to minimize disruptions and preserve business value. Real-world examples and relevant statutes are highlighted throughout to ensure attorneys are prepared to advise clients with clarity and legal precision.
  
  Learning Objectives:
  
  • Identify and evaluate common triggers and motivations behind business succession planning
  
  • Distinguish between internal and external succession strategies and understand their legal implications
  
  • Draft or assess Buy-Sell Agreements with attention to valuation, funding, and exit structures
  
  • Advise clients on tax, ethical, and operational issues during ownership transitions
  
  • Develop contingency plans for businesses lacking a formal succession strategy
  
  Patrick Klingborg helps clients with starting a business, investing in a business, buying or selling a business (M&A) and a wide variety of major commercial transactions. He received his Bachelor of Arts from UC San Diego and his law degree from University of San Diego School of Law.

  Practice Areas: 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) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 06/30/2027

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

  1.25 credit hours
  
  Original Production Date: 07/14/2025
  Run Time: 1:15:00

• Mastering Reptile Tactics: How Plaintiff Attorneys Secure Larger Verdicts

• 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) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 10/31/2027

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

  1.00 credit hours
  
  Original Production Date: 10/29/2025
  Run Time: 1:00:00

• Medication Misadventures: Medical Malpractice from a Toxicologist's Perspective

• Last year over 7 BILLION prescriptions were filled in the U.S. With this flood of dangerous prescription medications & people taking multiple prescriptions, adverse reactions occur every day and so does medical malpractice stemming from these dangerous drugs.
  
  Presented by toxicologist Dr. Allison A. Muller, this CLE explores 10 different points when analyzing the details of a possible medication-related case. Dr. Muller will: identify “red flags” in a medical record that a patient may have suffered harmed from a medication, cite 2 reasons why safe dosages of a medication vary among patients, list 3 resources for reliable & user-friendly drug information and analyze 4 case examples from her own practice. Also covered: prescription stats, when medication misadventures occur, overdose & drug interactions, limitations of the medical chart, right medication… right patient?, right dose?, antidotes: why are they in the chart?, drug levels, older adults & medications: safety, checking the prescribing information, some drugs have rare toxicities, drug info resources and picking the right toxicologist.
  
  Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology and registered pharmacist with over 20 years’ experience in the field of clinical toxicology.

  Practice Areas: Criminal Law, Litigation, Personal Injury, Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 01/31/2028

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

  1.00 credit hours
  
  Original Production Date: 01/31/2024
  Run Time: 1:00:00

• Modern Trial Skills: Getting Emails, Texts and Social Media Into Evidence

• In 2006 the FRCP was amended to include a “new” type of evidence – Electronically Stored Information (ESI). Twenty years later almost every trial hinges on text messages, Facebook posts, IG stories, tweets, emails, blogs & countless more sources of electronic evidence.
  
  In this CLE, Nicholas J. Schneider, Esq. will discuss the basics of laying a foundation for the admission of evidence, provide tangible trial tips and show you example trial examinations for establishing each of the five core foundation elements. Nick will then apply this framework, with practical examples, to common types of modern digital evidence, including business records, text messages, social media and other forms of ESI. These rules and procedures are addressed: Introduction & Exclusion of Evidence, Pre-Foundation, Competence, Foundation, the Original Document Rule, Privilege, Relevance, Authenticity and Hearsay. Nick will specifically discuss preparing & introducing: ESI, photos, video, email, texts, social media and websites & blog posts.
  
  Nicholas Schneider is a trial attorney and Partner with the national law firm Eckert Seamans. He focuses his practice on complex commercial disputes involving breach of contract, breach of fiduciary duty, business torts, employment disputes, copyright infringement, unfair competition and class actions.

  Practice Areas: Criminal Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 08/31/2028

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

  1.00 credit hours
  
  Original Production Date: 08/28/2024
  Run Time: 1:00:00

• Navigating the Ethical Minefield: Internet Marketing for Attorneys

• Attorneys are no longer confined to print ads in the Sunday paper & late night T.V. commercials. The Internet & social media have opened an entirely new online landscape for attorneys to advertise their services & law firms – but this new electronic terrain presents new ethical challenges.
  
  “In a wreck, need a check?,” attorneys with sledgehammers, a “healthy dose of Dic,” monster trucks & guns. As attorneys that help lawyers with websites & online marketing, Desire'e Martinelli & Jeff Lantz have seen these numerous attorneys violate the rules of professional conduct with their online advertising. They are here to keep your conduct ethical in your YouTube vidoes, Facebook posts & PPC advertising. Primary subject covered: tips to avoid common ethical pitfalls, the consequences & penalties of unethical online advertising, and the best practices & plan when advertising online. Additional topics: using disclaimers, testimonial, making promises, required notifications, misleading ads, confidentiality issues, unjustified expectations, comparative statements, truthfulness & accuracy, case law, creating an ethical compliance plan and tools & resources. Ethical Rules addressed: Rule 1.6: Confidentiality, Rule 7.1: Communications Concerning a Lawyer’s Services, Rule 5.5: Unauthorized Practice of Law and Rule 8.4: Third-Party Violations.
  
  Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.

  Specialty Areas: Professional Responsibility
  
  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) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 06/30/2028

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

  1.00 credit hours | 1.00 Professional Responsibility
  
  Original Production Date: 07/18/2024
  Run Time: 1:00:00

• Personal Injury Litigation for Rideshare and Delivery Drivers

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

  Practice Areas: Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | 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 Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 09/30/2027

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

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

• Practical Steps to Avoid Conflicts of Interest

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

  Specialty Areas: Professional Responsibility
  
  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) | 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: 03/31/2027

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

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

• Religion at Work: A Conflict of Rights

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

  Practice Areas: Business Law, Employment Law, Litigation
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 09/30/2027

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

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

• Sports Betting: Legal and Practical Tips for Your Clients

• 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) | 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 Carolina (NC) | 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: 10/31/2026

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

  1.00 credit hours
  
  Original Production Date: 10/31/2024
  Run Time: 1:00:00

• Tesla Autopilot Failure Litigation and the Future of CAT

• 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) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | 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: 01/31/2027

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

  1.00 credit hours
  
  Original Production Date: 01/24/2025
  Run Time: 1:00:00

• The Unprofessionalism Zone: Lessons from Lawyers Behaving Badly

• "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: Professional Responsibility
  
  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) | 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: 12/31/2026

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

  1.00 credit hours | 1.00 Professional Responsibility
  
  Original Production Date: 12/27/2024
  Run Time: 1:00:00

• Trust Establishment from Drafting to Funding: Avoiding Common Pitfalls

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

  Practice Areas: Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | 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 Carolina (NC) | 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: 05/31/2027

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

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