Course List

• 3D Forensic Imaging: Using Lidar and Photogrammetry in Your Legal Cases

• There is a large remote fire loss in Alaska that takes 1-2 days of travel once you’re off the plane. Just as you arrive with your team, you get a text message that one of the parties will not be able to attend and wants to reschedule. What do you do?
  
  This is where 3D scanning such as LiDAR and photogrammetry could save weeks of time and $1,000’s for all parties involved. This is an actual case example pulled from the files of Andrew Bennet, a fire & explosion investigator. In this CLE, Andrew Bennet will show you how 3D scanning can be deployed in your cases, detail the difference between LiDAR & photogrammetry, present 2 case examples & 2 actual 3D models, address the limitations and illustrate how 3D scanning can be used in litigation to virtually walk juries through crime scenes, accident reconstructions and fire investigations. Additional topics: scene documentation, virtual inspections, spoliation, crime scene work, “stitching,” joint scene exams vs. solitary exams, discovery & alteration, admissibility and receiving the 3D model.
  
  Andrew Bennett is Fire & Explosion investigator at Envista Forensics. He has more than 20 years of experience, conducting over 1600 fire and explosion investigations globally in both the public and private sectors.

  Practice Areas: Criminal Law, Litigation, Personal Injury, Real Property, Technology
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | 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 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: 03/31/2025

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

  1.00 credit hours
  
  Original Production Date: 03/27/2023
  Run Time: 1:00:00

• Anarchy in America: NCAA and Name Image Likeness

• True liberty means enjoying fruits of your labor and maximizing the profit made from your hard work — even student athletes. And for years, student athletes were forbidden from pursuing endorsement offers, even though schools & business are making billions broadcasting their games.
  
  Now, recent state legislation allows student athletes to profit from their fame & notoriety while still maintaining their athletic eligibility. You can be a star female college basketball player — and still get paid for doing some commercials for the local pizza shop. Unfortunately, the patchwork of state legislation & hands off approach by the NCAA has left the legal landscape in chaos. Brian Brunkow will try to clear things up by explaining the rules around Name Image Likeness (NIL), boosters & collectives and the transfer portal. Additional topics in this CLE: the NCAA Interim Policy, NIL activity & impact, the NIL deal process, 3rd parties & booster status, the Quid Pro Quo requirement, fair market value for endorsements, pay for play (PFP), NCAA Hypos and Q&A, undue benefits and notice of transfer “Impact.”
  
  Brian Brunkow is a Seattle-area lawyer focused on negotiations, dispute resolution and NCAA compliance. In addition, he teaches lawyers about sports agency law and speaks at West Coast coaching clinics on student-athlete development.

  Practice Areas: Business Law, Intellectual Property, Sports and Entertainment
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 01/31/2025

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

  1.25 credit hours
  
  Original Production Date: 01/18/2023
  Run Time: 1:15:00

• Be A Law Firm, Not A Laundromat: Anti-Money Laundering Basics for Attorneys

• You get a call from an old friend that needs help. His brother-in-law works for the government in Thailand and he wants your help to wire transfer $6.5 million out of the country, set up a series of LLCs and then buy luxury condos. Good idea to represent this client?
  
  The drug trade and globalization has led to more dirty money flowing into the U.S. and lawyers unwittingly taking part in money laundering. Timothy Dunfey will teach you the risks & red flags of money laundering and how to protect yourself, your clients and your law firm from being used as a laundromat. In this CLE he will: discuss the lawyer’s role as gatekeepers, explore relevant federal regulation, show you how to measure geographic risk and detail the guidance to attorneys from the ABA. Additional topics: protecting your trust accounts, placement, layering, integration, the 1MDB case, Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR’s), the USA Patriot Act, the Anti-Money Laundering Act of 2020, the Office of Foreign Asset Control (OFAC), Geographic Targeting Orders (GTO), real estate, title companies, knowing your client, Beneficial Ownership, Client Due Diligence and the danger of cash businesses.
  
  Timothy Dunfey, Esq., CFE, CAMS, is a consulting expert who has 16 years of experience in financial services operations and compliance. Mr. Dunfey is a highly seasoned professional experienced in all facets of AML and OFAC processes, regulatory communications, investigations, and risk management.

  Practice Areas: Business Law, Law Practice Management, 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) | 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: 02/28/2025

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

  1.00 credit hours
  
  Original Production Date: 02/27/2023
  Run Time: 1:00:00

• Bitcoin, Charizard and NFTs: Cryptocurrency and Unusual Assets in Divorce Cases

• Public keys, blockchain and NFTs. Crypto is becoming an increasingly more common asset in divorce cases. But the reality is that many attorneys have no clue about cold wallets, decentralized exchanges and Bored Apes. Further, crypto is also one of the easiest ways to hide money for a tech savvy spouse.
  
  In this CLE Kelly Burris will discuss valuing unusual assets like collectibles, handling mineral rights and finding & dealing with cryptocurrency in divorce cases. Additional subjects: collectibles, getting an expert for valuations, the economic analysis method for valuing patents, the legal benefits of copyright protection, the strength & value of a trademark, “I Drink Your Milkshake” — The Rule of Capture, fair market value, book value, insurance value, appraised value, crypto for dummies, beyond BitCoin, public keys, private keys, decentralized blockchain wallets, the BlockChain, how parties hold crypto, third party centralized exchanges like Coinbase, mining, questions for clients, finding crypto, discovery, interrogatories and tax issues. Crypto can be an ideal way to hide marital assets because even an experienced family lawyer may not know enough to suspect its existence in a divorce case.
  
  Kelly L. Burris got into family law to help people instead of corporations. “I wanted to be able to help people get through these tough situations in their lives and do it the right way.”

  Practice Areas: Family Law
  
  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) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 04/30/2025

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

  1.50 credit hours
  
  Original Production Date: 05/07/2023
  Run Time: 1:29:19

• Depositions: What Am I Saying?

• What is a 30(b)(6) witness? How do you secure a deposition? Why should you not object… and what should you say when you object. Any questions? Of course there are questions, it’s a course about depositions!
  
  Presented by Michael Needleman, this CLE is designed to introduce key concepts of conducting a deposition and then provide deeper practical insights into FRCP Rule 30. The key subjects addressed include limitations, the attorney-client privilege, instructions, deponent’s criminal history, asserting objections, defending depositions, why you should not object, what to say when objecting, video — or not to video, expert depositions, ethics, exhibits, tips, tricks and potential traps. This course will also discuss the privileges that can be asserted in such a deposition, and how they differ slightly from those that can be asserted in other depositions. Finally, this course will cover some of the unique issues that arise at such a deposition, such as the functional equivalent doctrine.
  
  Michael J. Needleman is a Partner in the firm’s litigation department. He has extensive trial experience, having tried cases across Pennsylvania and New Jersey as well as in the District of Columbia.

  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) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 11/30/2024

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

  1.75 credit hours
  
  Original Production Date: 11/21/2022
  Run Time: 1:44:59

• Estate Planning for Pets

• When people sit down to discuss their estate plan with their attorney, they often neglect to account for some of the most important members of the household — their furry friends.
  
  Yes, Pet Law is a thing and planning for your pet’s future is also a thing. In this CLE the dynamic duo of Cheryl Nolan and Dan Weiner will tell you all about estate planning issues for your client’s pets. The main topics presented: pet law fundamentals, estate planning foundations, animal law & pet owner pitfalls, unique alternatives for lawyers and considerations for pet owners. Cheryl and Dan also discuss: pet law trends, custody, possession and rights of title, issues with pet caregivers, communicating with vets who have the right to access records, what happens to assets upon death, avoiding probate, the Lifetime Asset Protection Trust, disability planning, funding the pet trust, the MAAP Plan and accounting for the 10 D’s (death, divorce, deployment, etc.).
  
  Cheryl Nolan decided on a career in law to help others and be of service. After 23 years promoting the interests of the disadvantaged and equal access to justice, Cheryl now runs an animal-centered law practice. Daniel Weiner is a US and UK licensed attorney, based in San Diego, who provides trust administration and estate planning services to families and individuals across California.

  Practice Areas: Animal Law, Wills, Trusts & Estates
  
  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) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | 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) | 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: 03/31/2025

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

  1.00 credit hours
  
  Original Production Date: 04/05/2023
  Run Time: 1:00:00

• Free Speech on Campus

• The Founding Fathers thought so highly of robust public discussion, they added the freedom of speech to the 1st Amendment to the Constitution — right after the freedom of religion. Unfortunately, many colleges do not place this same value on the right to free speech.
  
  One junior college student was barred from passing out pocket Constitutions — on Constitution Day. Emory University told students they can’t hang Christmas decorations. And Syracuse University charged a student orientation leader with hazing & suspended her — because she helped organize an optional campus scavenger hunt. There are countless tales of colleges impermissibly chilling speech on campus and punishing students for legally exercising their free speech rights. In this CLE, Zach Greenberg will mainly cover: hate speech vs. free speech, the more speech approach, college standards & regulations, speech codes and free speech zones. Additional topics: public vs. private colleges, harassment policies, the “true threat” standard, thought reform at the University of Delaware and dealing with hateful speech. Zach will also discuss numerous case examples where colleges overstepped their bounds and trampled on student’s First Amendment rights.
  
  A native New Yorker, Zach graduated from Binghamton University in 2013 and Syracuse Law in 2016. Zach developed an appreciation for free speech while leading the College Libertarians and the Federalist Society.

  Practice Areas: Constitutional Law, Education Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New 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: 08/31/2025

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

  1.00 credit hours
  
  Original Production Date: 08/23/2023
  Run Time: 1:00:00

• Help for the Helper: Trauma, Compassion Fatigue and the Lawyer Who Cares

• Quick question. Why did you become an attorney? Many of us chose the legal profession as a noble calling to help people. But what happens when you deal with other people’s problems… ninety hours a week, 51 weeks a year??
  
  Trauma, burnout and compassion fatigue are all too often part of our daily legal practice. In this CLE, Brian Quinn will explore the connection between compassion fatigue that attorneys experience and medial & legal studies that have discovered a dramatic increase in attorney impairment due to alcoholism, addiction, and mental health disorders. Main subjects covered: LAP (Lawyer Assistance Program) Services, Burnout & Secondary Trauma, Compassion Fatigue, Why Lawyers are at Risk and Strategies That Work, Model Rule 1.6, the ethical disclosure exception, being a problem collector, physical signs of burnout, the culture of the legal profession, disconnection & distraction, loneliness, lawyers as perfectionists, Secondary Traumatic Stress (STS), trauma, countertransference, compassion fatigue & satisfaction, zealot to zombie, how your legal work suffers, gratitude journals and using meditation apps.
  
  Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for LLC of Pennsylvania, a Lawyers Assistance Program established for the purpose of helping lawyers, judges and law students.

  Specialty Areas: Mental Health & Substance Abuse
  
  Practice Areas: Attorney Wellness, Competence Issues, Diversity and Wellness, Ethics, Family Law, Mental Health & Substance Abuse, Professional Conduct, 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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | 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 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)
  
  Course Expiration: 06/30/2025

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

  1.00 credit hours | 1.00 Mental Health & Substance Abuse
  
  Original Production Date: 06/15/2023
  Run Time: 1:00:00

• Legal Issues for Influencer Marketing

• Ask almost any kid what they’re going to do when they grow up. YouTuber and Influencer will be two of the top answers.
  
  Yes, Logan Paul might make your stomach sick. But he leveraged his social media influence to sell his energy drink Prime to Coca-Cola for $10 Billion — after only 9 months in existence. Influencers wield increasingly more power in the marketplace & advertising in our new Tik Tok, Instagram and Threads world. Rob Laplaca will introduce you to the world of social media influencers and the legal issues for companies that utilize them to sell their products and represent their brands. Main topics: Characteristics + Regulations, Endorsements + Mandatory Disclosures, Penalties, Recent Enforcement Actions and Influencer Contract Provisions. Additional points of discussion: fake followers & posts, the FTC Act, FTC Guidelines, reviews & testimony, tags, pins, likes, “material connection,” seen & understood, civil liability and typical FTC Orders. Enforcement actions discussed: Roomster, Amazon, Fashion Nova, Teami, Lord & Taylor, Kim Kardashian and Tom Brady & FTX Crypto.
  
  Rob represents promotional marketing agencies and major brands, including food and beverage, retail, entertainment and personal care in a variety of nationwide marketing activities from traditional promotions and offers to social media, in-app and other on-line programs.

  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) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 07/31/2025

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

  1.25 credit hours
  
  Original Production Date: 07/07/2023
  Run Time: 1:15:00

• Leveraging Legal Data and Analytics to Win in State Trial Court

• Moneyball. A book written about the Oakland A’s because their organization was the first to utilize research and analytics in baseball to achieve tremendous success on a limited budget. “Moneyball” has since crossed over into numerous industries — and now it’s available for trial lawyers.
  
  How often does opposing counsel take cases to trial? What is your judge’s summary judgement record? How can analytics help you write more persuasive motions? How can legal information make you a better lawyer? Attorney Nicole Clark will show you how legal research, data & analytics can help you win your cases in state trial court. Main topics: Judge Analytics & Ruling History, Case Valuation & Verdict Data, Strategic State Trial Court Research & Alerts and Law Firm Intelligence. Additional subjects: potential risks of re-assignment, litigation & motion strategy, discussing case strategy with your client & setting expectations, the 4 Buckets of Data (1) Rulings (2) Dockets (3) Documents (4) Verdicts, rulings as outlines for motions, searching filed documents via legal issue, motion type & outcome, expert testimony, jury instructions, motions to disqualify and good faith settlements.
  
  Nicole A. Clark is an attorney and the co-founder and CEO of Trellis. She previously worked as a litigator, where she quickly realized that leveraging legal research, data and analytics could transform the practice of law.

  Practice Areas: Business Law, Family Law, Intellectual Property, Litigation, Personal Injury, Technology, Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 09/30/2025

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

  1.00 credit hours
  
  Original Production Date: 09/22/2023
  Run Time: 1:00:00

• Little Known Secrets About Altered Documents in Legal Cases

• Nowadays “documents” means much more than it did 30 years ago when all your valuable “papers” were behind lock & key in your trusty file cabinet. Emails, PDFs, word docs, JPGs & more have now expanded the world of documents — as well as forgeries, fakes and cut & paste signatures.
  
  How do you know if a PDF is legit? How can you tell if the signature on a holographic will has been “lift cropped”? Dr. Edmond Locard said that “any action… constituting a crime, cannot occur without leaving a trace.” Mike Wakshull will show you how he finds these traces & clues using the tools & techniques of his Forensic Document Examination practice. Case examples discussed: is a JPEG embedded in PDF part of the original document, Divorce Case — Zoom stock split email, altered deed filed with the county recorder, alteration of a mortgage document, PDF authenticity, faked signature on a holographic will, intersection of ink & toner and intersecting lines. Further topics: “Repeatability, Reproducibility & Replicability,” Photoshop tools, using camera metadata, GPS data, the Video Spectral Comparator (VSC), the digital microscope, using blue light & filters and ESDA Imaging.
  
  Michael N. Wakshull is a court-qualified civil & criminal forensic document examiner and has been qualified as an expert witness in California Superior Courts and Federal District Court. His clients are in 27 states and five countries and partners with legal clients to dissect evidence presented in handwritten and computer-generated questioned documents.

  Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Real Property, Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 07/31/2025

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

  1.00 credit hours
  
  Original Production Date: 07/21/2023
  Run Time: 1:00:00

• Nutraceuticals: Dietary Supplements for Attorneys

• If it’s natural… it’s safe. Dietary supplements don’t interact with other drugs. And the labels for dietary supplements will accurately list all ingredients. True or False??
  
  Yes, the myths abound when it comes to Nutraceuticals, also known as dietary supplements. Taught by Toxicologist Dr. Allison Muller, this CLE provides insight into dietary supplements & legal claims based on actual legal cases straight from her case files. Dr. Muller will mainly: describe the role of the FDA in regulating dietary supplements, compare & contrast adulterants vs. contaminants, list 2 dietary supplement-drug interactions, identify 1 dietary supplement that can cause impairment and explain how dietary supplements can give a positive drug screen result. Dr. Muller will also discuss: non-drugs, homeopathic treatments, pharmacokinetics, pharmacodynamics, the Dietary Supplement Health and Education Act of 1994 (DSHEA), product liability, false advertising (mislabeling), workplace impairment, existing medical conditions and Cannabidiols (CBD).
  
  Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology, and registered pharmacist with over 20 years’ experience in the field of clinical toxicology.

  Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 02/28/2025

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

  1.00 credit hours
  
  Original Production Date: 02/22/2023
  Run Time: 1:00:00

• Overcoming Gender Bias in the Legal Profession

• The bad news — most gender diversity initiatives and programs have accomplished very little change and the legal profession remains significantly male dominated, especially amongst managing and equity partners.
  
  The good news — Andie and Al are here to show you what can be done to create a more successful and profitable law firm. Andie and Al will mainly address the gender achievement gap, how diversity & inclusion benefits firms, why greater gender diversity & inclusion has not been achieved and what legal organizations can do to reduce gender bias. Further topics covered in this CLE course: what the ABA has done to address gender bias, the moral & business rationale for diversity & inclusion, affinity & unconscious bias, ABA Model Rule 8.4(G), ABA Resolutions 10A, 108D, 300 & 302, masculine & feminine stereotypes, Chuck Norris, intersectionality, consequences of bias, unconscious bias, what allies can do and the bias assessment.
  
  Andrea S. Kramer is an attorney and a partner in the international law firm of McDermott Will & Emery, LLP. The managing partner in the Chicago office of Nixon Peabody, Al is a frequent writer and lecturer on the financial markets, financial regulation, corporate governance and diversity in the legal profession.

  Specialty Areas: Diversity & Inclusion
  
  Practice Areas: Access to Justice, Diversity and Inclusion, Elimination of Bias, Equity, Diversity and Inclusivity (EDI), 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) | Iowa (IA) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 06/30/2024

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

  1.00 credit hours | 1.00 Diversity & Inclusion
  
  Original Production Date: 06/22/2022
  Run Time: 1:00:00

• Professionalism Lessons From Big Screen Lawyers

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

  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) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 12/31/2024

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

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

• Ransomware Attacks on the Legal Profession

• Cyber attacks cost companies $1 Billion+ last year. More bad news — cybercriminals have begun targeting law firms and their sensitive client data & files for ransomware attacks. What would you do if you were attacked and locked out of your client files?
  
  Attorneys and legal professionals must be proactive — not reactive. We now have an ethical responsibility to be competent with technology which includes safeguarding confidential & protected information like PII. Rachel V. Rose will let you inside the cybercriminal’s mind to help prevent ransomware attacks at your law firm by discussing: Federal Laws, terms, enforcement actions, insurance trends and cyber risk management. Additional topics: the psychology & motivation of the cybercriminal, Routine Activity Theory (RAT), Social Learning Theory (SLT), the Bryan Cave & DLA Piper ransomware attacks, proactive prevention, social engineering, shoulder surfing, dumpster diving, mail-outs, forensic analysis, tailgating, phishing, OFA, NIST, FIPS, Meta Pixel, HIPPA, the HITECH Act & HR 7898, Texas Biometric Privacy Rights vs. Meta, the DOJ & criminal penalties, lack of compliance, “poaching data,” remote workers, government enforcement, network security & privacy liability.
  
  Rachel V. Rose, JD, MBA is a disciplined, empathetic, and tenacious attorney advocating for and winning desired legal outcomes for national and international clients. Ms. Rose's practice includes compliance, transactional, and litigation matters primarily related to healthcare, cybersecurity, securities, the False Claims Act, and Dodd-Frank.

  Practice Areas: Business Law, Cybersecurity, Law Practice Management, Technology
  
  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) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 08/31/2025

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

  1.25 credit hours
  
  Original Production Date: 08/28/2023
  Run Time: 1:15:00

• Selecting a Trustee: Ethics, Responsibility and Completion

• An estate plan is a set of written, dated and signed documents based on the Probate Code of your state. Every one of us should have an estate plan and establishing a trust is an essential part of planning for your clients.
  
  In this CLE, Marguerite Lorenz will cover some key ethical issues around selecting a trustee, the duties of a Fiduciary and what completion of the trust looks like. Specific topics covered: wills, Power of Attorney for Finance, advance directives (AHCD), the trustor, planning for incapacity & death, the job of the fiduciary, administration, the business of your life, setting up successors for success, digital assets & accounts, model succession plan, who can serve as your fiduciary and how the trustee knows the work is done. Think of this presentation two ways — what you need to know for you and your own family in terms of estate planning (even if you already have an estate plan), and what you need to know to teach your clients how to select the right person(s) for the job of implementing their unique Estate Plan.
  
  Since 2003, Ms. Lorenz has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters.

  Specialty Areas: Professional Responsibility
  
  Practice Areas: Ethics, Professional Conduct, Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
  
  Course Expiration: 11/30/2024

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

  1.00 credit hours | 1.00 Professional Responsibility
  
  Original Production Date: 12/08/2022
  Run Time: 1:00:00

• Spreading Like Wildfire: Battery Failure Investigations

• This presentation will provide legal professionals with an overview of the investigation process following a battery failure or a failure of a battery-powered device. The presenter will introduce attendees to the operation, construction and historical development of a battery. The different types of batteries will be discussed as well as the failures that can occur. Scientific investigation techniques for a variety of battery-powered devices will be included, and case studies will be utilized to illustrate expert strategies for effective investigations and best practices for litigation management. Mr. Brad Davis is a Professional Engineer with over 20 years of experience providing expert consultation to the insurance and legal communities in matters of equipment losses, equipment valuation, damage assessment, and causation analysis.

  Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Real Property, Technology
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 02/28/2025

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

  1.00 credit hours
  
  Original Production Date: 03/13/2023
  Run Time: 1:00:00

• Succession Planning for Law Firms: Ethically Dealing with Death or Incapacity

• As a solo and small firm attorney, you have a LOT on your plate. Unfortunately, due to our busy schedules and client demands, many attorneys simply fail to think about succession planning in the case of death or incapacity.
  
  This CLE program taught by Ritzel Starleigh Ngo will provide legal practitioners with a practical framework of an attorney's ethical obligations to the law firm and clients in the case of the unforeseen. Using the ABA Model Rules as the foundation for the course, Ritzel speaker will discuss pertinent topics such as determining incapacity, primary components of an ethical law firm succession plan, rules regarding selling or shutting down a law practice, attorney-client privilege & confidentiality, fiduciary duties owed to clients, conflicts of interest, and dealing with client trust accounts. Ritzel will conclude with hypotheticals meant to instruct attorneys how to satisfy their ethical duties when confronted with common situations involving capacity.
  
  A solo practitioner, Ritzel Starleigh Ngo is based in Camarillo, California. She is highly experienced in contentious dissolutions, parentage matters, child custody & visitation and spousal & child support.

  Specialty Areas: Professional Responsibility
  
  Practice Areas: Ethics, Professional Conduct, Professionalism
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 08/31/2024

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

  1.00 credit hours | 1.00 Professional Responsibility
  
  Original Production Date: 08/19/2022
  Run Time: 1:00:00

• The Ethics of Referral Fees

• Referral fees are unethical. My state prohibits referral fees. Such fees must be based on ‘work performed’ and are only proper for contingency matters. Misconceptions abound.
  
  The reality is that numerous state bars have noted that fee sharing is not only ethical — but it actually leads to better outcomes for clients. Come get cozy with Curt Brown and the rules of professional conduct as he surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, “reasonable fees,” ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services.
  
  Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture’s General Counsel. In 2023, he was named a Rising Star by Super Lawyers.

  Specialty Areas: Professional Responsibility
  
  Practice Areas: Ethics, Professional Conduct, Professionalism
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 05/31/2025

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

  1.00 credit hours | 1.00 Professional Responsibility
  
  Original Production Date: 05/31/2023
  Run Time: 1:00:00

• The Fundamentals of Franchise Law

• 7-Eleven, Chick‑Fil‑A, The UPS Store, ACE Hardware… walk down any street in America and you will by numerous franchises. Truly an American invention, it was Benjamin Franklin that created the first “franchise” in 1731 that now dominates American business.
  
  Chris Howard specializes in this growing area of law and he represents both franchisors and franchisees all across the country. He counsels his clients with practical information to help avoid some of the common pitfalls that can trip up franchisees. Chris will mainly discuss: Terminology & Key Documents, the Regulatory Framework, Key Items in the Franchise Disclosure Document (FDD) and How to Review a Franchise Agreement. Additional topics: FTC Franchise Rule (16 CFR pt. 436), the 14 Day Rule, state franchise laws, “material change,” Going Dark, Item 3 — Litigation, Item 12 — Territory Restrictions, Item 19 — Financial Performance Representations, Item 20 — openings, closings & transfers of franchise locations, Step 1 — Questions for the Client, Step 2 — What type of FA is it?, Step 3 — Review Material Terms, Step 4 — Territory Rights, Step 5 — Obligations, Step 6 — Default, Termination, Breach Provisions, Joint—Employer, Trademarks, Territorial Encroachment Arbitration and Inadvertent Franchise.
  
  Chris specializes in franchise and corporate law, representing both franchisors and franchisees all across the country. He has drafted franchise documents and contracts for many large franchisors, franchisees, and entrepreneurs.

  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) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 06/30/2025

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

  1.25 credit hours
  
  Original Production Date: 06/30/2023
  Run Time: 1:15:00

• The Necessity of a Trust-Level Investment Policy Statement

• An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives.
  
  In this CLE Mark Schumacher will show you why the IPS is such an important part of the estate planning process for your clients. Mark will mainly cover: the regulatory framework, IPS elements, drafting & distributing the IPS, pragmatic considerations and special situations. Additional topics: the Uniform Prudent Investor Act (UPIA), the Uniform Trust Code (UTC), Harry Markowitz & Mean Variance Analysis, Modern Portfolio Theory (MPT), the Prudent Professional vs. Amateur standard, the Duty of Impartiality, the Duty of Loyalty, the Duty to Inform & Report, Inputs & Outputs, beneficiary considerations, co-mingled trusts, the closely held business, concentrated positions and real estate & mineral rights. Mark will also walk you through the key clauses and points of a sample investment policy statement (IPS).
  
  Mark Schumacher, CPA, has a diverse professional background, with emphasis in investment management, securities research, business management and transition planning, and family legacy and philanthropic planning.

  Practice Areas: Wills, Trusts & Estates
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 11/30/2024

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

  1.25 credit hours
  
  Original Production Date: 11/01/2022
  Run Time: 1:14:59

• To Draft or Not to Draft: Effective Demand Letters

• You get that lovely client call at 3:45 on a Friday afternoon. One of your newer business clients wants a demand letter drafted ? because a newly departed employee took her company cell phone. Good idea?
  
  Yes, many clients just want you to reach into your files and fire off that demand letter before it's happy hour on Friday - but is that the best approach? Like Ted Lasso said, "be curious" and know the right questions to ask your client before initiating that first blow of litigation - maybe a simple phone call can resolve the issue? Presented by Shannon Bell, this extremely thoughtful & poignant CLE will provide real-world points on when & how to carefully craft demand letters to advance client goals. Main topics: the client call, the info you need to gather, what goes into the letter, the Decision Tree and ethical considerations. Additional subjects: choice of law, notice provisions, cure periods, trade secrets cases, departing employees, cease & desist, breach of contract, managing client expectations, demand letters & unwanted publicity, slowing things down, the nuclear option, legal obligations, required by law, conventional obligation (contract), tone, kinds of demands, avoiding coercion & threats and substance & style.
  
  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, Employment Law, Law Practice Management, Litigation, Personal Injury, Real Property
  
  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: 05/31/2025

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

  1.00 credit hours
  
  Original Production Date: 06/08/2023
  Run Time: 0:59:59

• Trademarks Are Fun: Using Trademark Law to Protect Your Client's Brands

• From donut shaped door handles, to the distinctive "scent of sweet, slightly musky, wheat-based dough" - better known as Play-Doh. Trademark law protects a wide variety of company & product logos, words, slogans and more.
  
  Todd Fichtenberg will walk you through the wonderful world of trademarks and trademark law protections. Todd will mainly talk about what every attorney needs to know about trademarks, how trademarks protect brands in today's marketplace and counseling your clients on trademark registration and protection. Also discussed: service marks, certification marks, trade dress, product packaging, product design, store configuration, the distinctiveness spectrum, generic marks: cannot be registered, fighting genericide, acquired distinctiveness/secondary meaning, free speech & trademarks, disparaging marks, the notice of opposition, "scandalous & immoral," Likelihood of Confusion, dilution, blurring, tarnishment, parody, use application timeline 1(a), maintenance and trademark registration. Todd will also cover recent case law involving: Starbucks, Mutual of Omaha, Chewy Vuiton, NFTs, Jack Daniel's, Walmart vs. Kanye West (Yeezy) and Nike vs. StockX.
  
  Todd A. Fichtenberg, Esq., has been a practicing attorney for over 11 years. Although Todd focuses his practice primarily on trademarks, he also has a wealth of experience in protecting creditors' rights in bankruptcy, probate & estate planning and business litigation.

  Practice Areas: Business Law, Intellectual Property
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
  
  Course Expiration: 05/31/2025

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

  1.00 credit hours
  
  Original Production Date: 05/22/2023
  Run Time: 0:59:59

• Trustees in Mediation: The How and Why to Mediate

• Trustees are frequently pulled into litigation involving the validity or construction of a trust instrument or amendment. Sometimes, the trustee itself is accused of inappropriate conduct. It is better to resolve trust litigation early and efficiently.
  
  Hon. Glen M. Reiser (Ret.) has vast experience adjudicating and resolving thousands of complex commercial, real property/environmental, trust and family law disputes as a respected trial judge and litigator. In this CLE, Judge Reiser will provide his practical insights and guidance to trust professionals on the mediation process and how to achieve the best results for their clients. The main topics: the Role of Trustees in Mediation, the How & Why to Mediate and Best Practices for the Mediation. Additional subjects: Arbitration vs. Mediation, Mediation in Probate, Trust & Conservatorship Litigation, Mediation: Who Attends, the Trustee as Neutral Stakeholder, the Trustee as Target, Mediation: When Is Best, the Mediation Process, Helping the Mediator Help You, Impairments to Settlement, Overcoming Real Barriers, Working on Creative Solutions and the Settlement Agreement.
  
  Hon. Glen M. Reiser (Ret.) has vast experience adjudicating and resolving thousands of disputes and he regularly teaches California judges trust, probate, and conservatorships through the Judicial Council of California’s Center for Judicial Education and Research (CJER).

  Practice Areas: Alternative Dispute Resolution, 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) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 06/30/2025

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

  1.00 credit hours
  
  Original Production Date: 06/30/2023
  Run Time: 1:00:00

• Understanding Cell Phone Location Evidence

• Your client is accused of kidnap, murder and arson. Of course, your client swears he was nowhere near the incident scene because he spent the night at his girlfriend’s house that night. How can you prove this to the jury?
  
  Just ask special agent turned digital forensic examiner Eric Grabski! Using the girlfriend’s Facebook IP address, network subscriber info and WiFi data, Eric was able to prove definitively that the suspect was nowhere near the murder scene on the night in question. From tracking murder suspects with Facebook Live data — to pointing out mistakes in the state’s location evidence due to bad vector analysis — Eric will show you how to analyze cell phone location evidence in your legal cases. Eric will mainly discuss: Sources of Evidence: Cellular Providers & Network, Understanding Call Detail Records — CDRs and the Reliability of Location Information: Bolstering the Evidence. Additional topics: burner phones, cellular design network, legal process & discovery, using subpoenas, Cell Site Location Information (CSLI), phone extractions, location data from multiple sources, social media records and Google Takeout.
  
  Eric Grabski is an expert witness specializing in historical cell site analysis, call detail record analysis, and mobile device forensics. Eric is currently a Senior Digital Forensic Examiner with Envista Forensics where he provides consultation to attorneys regarding criminal and civil litigation.

  Practice Areas: Criminal Law, eDiscovery, Litigation, Personal Injury, Technology
  
  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) | 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 Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
  
  Course Expiration: 10/31/2024

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

  1.50 credit hours
  
  Original Production Date: 11/07/2022
  Run Time: 1:30:00

• When Your Case Goes Public

• In today’s outrage culture, things can go sideways very quickly for your clients in the court of public opinion. And “Bad Press” now includes blogs, social media, influencers and every Joey Bag O'Donuts with an iPhone.
  
  This negative publicity — and sometimes downright outrage — can detrimentally affect your client’s case and the results you can achieve for your client. A Crisis PR Expert, Dave Oates knows the risks of public interest firsthand and will show you how to handle media interest in your case when it hits the blogs, YouTube, Twitter and the nightly news. Main topics in this CLE: The Risks of Public Interest on Your Client’s Legal Case, Preparing for Trial Publicity, Social Media & Influencer Interest, Litigation: Expanding Your Client’s PR Presence, How to Handle Adjudication & Settlement and Preparing for Questions: How to Proceed Post Event. Further points of discussion: resetting the narrative, the public’s view is perception, government entities, the wrongful termination case of Dr. Hasan Gokal, protecting the client, preparing for potential outcomes, creating a decision tree to proactively communicate and preparing for Q&As.
  
  Starting as a U.S. Navy Public Affairs Officer and later as a Corporate CMO & Non-Profit President, Dave Oates has 30 years of experience dealing with Crisis PR. His experiences include employee & executive misconduct, cybersecurity attacks, product recalls, mass layoffs, large-scale accidents, criminal investigations, and civil litigation matters.

  Practice Areas: Business Law, Criminal Law, Employment Law, Litigation, Personal Injury
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA)
  
  Course Expiration: 06/30/2025

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

  1.00 credit hours
  
  Original Production Date: 06/22/2023
  Run Time: 0:59:59

• You Might Go to Prison, Even Though You're Innocent

• Surviving prison as an innocent person is a surreal nightmare no one wants to think about. But it can happen to you - and those you love.
  
  Justin Brooks has spent his career freeing innocent people from prison. Putting you at the defense table, this CLE forces us to consider how any one of us might be swept up in the legal system. From bad IDs to people telling lies, Justin provides the main reasons that people are wrongfully convicted and he offers detailed accounts of the cases he has worked on. Main topics: bad lawyering, differences in police work in the city vs. the country, you come home & find your partner dead, false confessions, junk science, Shaken Baby Syndrome, you have or care for a sick child, the jury is blinded by junk science, bad information from informants, and you are poor and/or a person of color. Additional topics: bite mark evidence, bad crime scene preservation, Relative Opinion Process, Cross-Racial Identifications, problems with Police line-ups, DNA testing & database, the Reid Technique, the CSI Effect, the McMartin Pre-School case and the Brian Banks case.
  
  Professor Justin Brooks directs the LLM Program in Comparative Law in Spanish at the USD School of Law. As the program director, he administers a national moot court program in Mexico, and coordinates the work of 35 innocence organizations in Latin America.

  Practice Areas: Criminal Law
  
  Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | Wyoming (WY)
  
  Course Expiration: 09/30/2025

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

  1.00 credit hours
  
  Original Production Date: 09/18/2023
  Run Time: 1:00:00