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: Implicit Bias

Practice Areas: Implicit Bias

Offered In: California (CA)

Course Expiration: 02/05/2031 Original Production Date: 02/05/2026
Run Time: 1:00:00

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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: California (CA)

Course Expiration: 09/05/2030 Original Production Date: 09/05/2025
Run Time: 1:00:00

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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: California (CA)

Course Expiration: 11/08/2029 Original Production Date: 11/08/2024
Run Time: 1:00:00

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Asset protection planning has become one of the fastest-growing and most complex areas of modern legal practice. Attorneys advising business owners, professionals, and high-net-worth individuals must understand how to structure assets to mitigate risk while remaining compliant with fraudulent transfer laws and ethical obligations.

This program provides a comprehensive overview of asset protection planning, focusing on the legal principles that govern creditor rights, judgment enforcement, entity structures, and trust planning. Participants will explore how creditors collect on judgments, the legal limits of asset protection strategies, and the critical role of fraudulent transfer laws in evaluating planning techniques.

Learning Objectives:

* Identify the foundational principles of asset protection planning, including the legal and ethical boundaries that distinguish legitimate planning from improper attempts to shield assets from creditors.

* Evaluate the four key analytical factors in asset protection cases—the identity of the debtor, the nature of the claim, the identity of the creditor, and the nature of the assets involved.

* Explain how creditors collect on judgments, including liens, writs of execution, debtor examinations, and wage garnishment.

* Analyze the legal framework governing fraudulent or voidable transfers, including actual intent, constructive fraud, and the role of “badges of fraud” in litigation.

Assess asset protection strategies involving entities and trusts, including LLC structures, charging order protections, irrevocable trusts, and domestic or foreign asset protection trusts.

Through practical examples and real-world planning scenarios, the course examines how attorneys can analyze the identity of the debtor, the nature of potential claims, the characteristics of creditors, and the type of assets involved when designing protection strategies. The session also reviews key planning tools—including LLCs, partnerships, trusts, and retirement structures—and highlights common mistakes that can undermine otherwise sound planning. By the end of the course, attorneys will gain a practical framework for advising clients on legally sound asset protection strategies while avoiding conduct that could expose them to fraudulent transfer claims or creditor challenges.

Practice Areas: Business Law, Litigation, Personal Injury

Offered In: California (CA)

Course Expiration: 05/21/2031 Original Production Date: 05/21/2026
Run Time: 1:00:54

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The legal profession is inherently adversarial, but that adversarial culture should never extend to harassment, intimidation, or bullying among colleagues. Yet research suggests that approximately one in four lawyers report experiencing workplace bullying within a single year, often in the form of verbal intimidation, excessive criticism, exclusion, or other harmful conduct.

Bullying within legal workplaces can have serious ethical and professional consequences, including diminished professionalism, impaired judgment, and increased risks to attorney well-being. Studies consistently show that lawyers experience elevated rates of stress, anxiety, depression, and substance use disorders, conditions that may be exacerbated by hostile work environments.

Learning Objectives:

* Define workplace bullying within the legal profession and identify the most common forms of bullying behavior reported by attorneys.

* Recognize how bullying and bias can manifest in legal workplaces, including conduct based on gender, race, disability, or sexual orientation.

* Explain the ethical implications of bullying and harassment, including how such conduct undermines professionalism and may implicate professional responsibility rules.

* Assess the impact of bullying on lawyer well-being, including increased risks of burnout, depression, anxiety, and substance use.

* Identify practical strategies to address or prevent bullying, including bystander intervention, leadership accountability, and firm-level policy improvements.

* Locate confidential support resources for attorneys, including lawyer assistance programs designed to support mental health and substance use recovery.

This program explores the forms bullying may take in the legal profession — including gender bias, racial discrimination, LGBTQIA+ hostility, and other workplace misconduct — and examines the resulting impact on attorney mental health and professional well-being. The course also identifies the ethical responsibilities lawyers have to maintain a respectful professional environment and provides practical strategies for recognizing problematic behavior, responding appropriately, and supporting colleagues who may be struggling.

Mr. Yagercik earned his undergraduate degree in Political Science and Philosophy from Saint Vincent College in 2002, and received his Juris Doctor from Duquesne University School of Law in 2006. He currently resides in Beaver County with his wife, Sarah, and their daughters, Anastasia and Alexandra.

Specialty Areas: Wellness Competence

Practice Areas: Wellness Competence

Offered In: California (CA)

Course Expiration: 04/14/2031 Original Production Date: 04/14/2026
Run Time: 1:00:24

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California's employment laws are among the most comprehensive in the United States, offering extensive protections to workers. Non-compliance can lead to significant financial penalties & litigation costs and reputational harm to businesses. Attorneys must stay informed to effectively advise clients and ensure adherence to these evolving laws.

Employment Law Litigation attorney Mila Arutunian will provide an extensive overview of the legal framework of California employment law for attorneys that represents businesses and law firms. She will cover, At Will vs. Wrongful Termination, Minimum Wage & Overtime, Meal & Rest Breaks, Employee Classification (Employee vs. Independent Contractors), Illegal Discrimination, Adverse Employment Actions, Workplace Harassment & Discrimination, Protected Classes, the California Civil Rights Department (CRD), Workplace Harassment, Leaves of Absence and Workers’ Compensation. Mila will conclude by providing best practices for employers to remain compliant & will review a 10 point Employment Law compliance checklist.

Emilia Arutunian (Mila) is the Director of Antonyan Miranda’s Employment Law Litigation and Personal Injury Relations division. Mila served as the President of the San Diego County Bar Association’s Labor and Employment Section in 2021 and 2022, and has been a Chair of the Lawyers Club of San Diego Life, Law and Parenting Committee consistently from 2021 through the present.

Practice Areas: Business Law, Employment Law

Offered In: California (CA)

Course Expiration: 03/26/2030 Original Production Date: 03/26/2025
Run Time: 1:00:00

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Citizens United v. Federal Election Commission is one of the most consequential, controversial and misunderstood decisions of the 21st century. And it’s also 175 pages long.

If you don’t feel like sifting through 175 pages of incredibly complex legal arguments, you’re in luck – First Amendment & campaign finance attorney Zach Greenberg is here for you. Zach will break down what’s in the decision, what it practically means, the concurrence, the dissent and the key rationales used by both sides. Specific topics covered: The 3 main elements of Bipartisan Campaign Reform Act (BCRA), First Amendment prohibition against the government discriminating based on the speaker, Money = Free Speech, how the First Amendment extends to corporations, what Citizens United is NOT about, Independent Expenditures, express advocacy vs. issuing ads, state vs. federal elections, election season vs. non-election season, Austin v. Michigan Chamber of Commerce, McConnell v. Federal Election Comm’n, the 3 pillars of the majority decision, the Anti-Distortion Rationale and the Corruption Rationale.

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

Offered In: California (CA)

Course Expiration: 10/11/2029 Original Production Date: 10/11/2024
Run Time: 1:00:00

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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: California (CA)

Course Expiration: 07/03/2029 Original Production Date: 07/03/2024
Run Time: 1:30:00

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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: California (CA)

Course Expiration: 01/15/2030 Original Production Date: 01/15/2025
Run Time: 1:00:00

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The latest fad in the tech revolution is AI (Artificial Intelligence). Generative AI tools such as ChatGPT are transforming industries from healthcare to finance and everything in between.

But we are at the infancy stages of AI and utilizing this new tech also comes with risks that could harm your clients’ business interests or expose them to legal liability. In this CLE, Jeremy Kahn will provide an overview of the benefits & risks of generative AI and the legal implications across several practice areas to enable you to confidently advise your clients about this transformative technology and run a more efficient & profitable law practice. Topics discussed: creative content generation, text generation & natural language processing (NLP), predictive modeling & forecasting , improving accessibility, HIPPA & PIH implications, IP issues (trade secrets & copyright), three instances of Samsung employees unintentionally leaking sensitive information to ChatGPT, “Hallucinations” (inaccuracies & defamation), latest guidance from the Copyright Office, biases & Employment Discrimination, best practices to help protect your clients and 6 key questions to ask clients.

Jeremy L. Kahn is a thoughtful and strategic litigator, with a creative approach. He enjoys crafting strategies to resolve difficult and legally challenging problems, always seeking to achieve his clients’ desired results in an efficient manner.

Practice Areas: Business Law, Employment Law, Technology

Offered In: California (CA)

Course Expiration: 05/31/2029 Original Production Date: 05/31/2024
Run Time: 1:15:00

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Cross-examination is often described as the most powerful tool in a trial lawyer’s arsenal – yet it is also one of the most misunderstood. This CLE breaks down the art and science of effective cross-examination into clear, practical and immediately usable techniques.

Drawing on real-world courtroom experience and proven trial strategies, this course emphasizes control, precision, and storytelling as the foundation for persuasive advocacy. Attorneys will learn how to shift their mindset from confrontation to control, using leading questions and disciplined structure to guide witness testimony and reinforce their case theory. The program also explores the critical role of narrative in shaping juror perception, demonstrating how cross-examination can be used to strengthen your story while subtly undermining your opponents. Through step-by-step analysis of core rules participants will gain tools to conduct more effective, confident, and strategic cross-examinations. Whether you are a new attorney or an experienced litigator, this course provides a practical framework to improve courtroom performance and avoid common pitfalls that can weaken your case.

Learning Objectives:
* Understand the fundamental purpose of cross-examination and its role in advancing case theory and testing witness credibility

* Identify and apply the core rules of effective cross-examination, including leading questions, one fact per question, and knowing the answer

* Develop techniques to maintain control of the witness and structure testimony through disciplined questioning

* Recognize the importance of storytelling in trial advocacy and use cross-examination to reinforce narrative themes

* Analyze common cross-examination mistakes and implement strategies to avoid them

* Apply practical methods to build sequences of agreement and guide witnesses toward “yes” responses

* Evaluate how juror perception, cognitive bias, and courtroom dynamics influence cross-examination effectiveness

* Implement real-world strategies to conduct more persuasive, efficient, and impactful cross-examinations in trial settings

Michael is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law. As a former public defender, he has spent nearly eight years cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey.

Practice Areas: Criminal Law, Litigation, Personal Injury

Offered In: California (CA)

Course Expiration: 05/12/2031 Original Production Date: 05/12/2026
Run Time: 1:59:49

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Effective cross-examination is grounded not in improvisation but in disciplined preparation and strategic execution. This program focuses on one of the most powerful tools available to trial lawyers — impeachment by inconsistent statement — and provides a practical, step-by-step framework for using prior statements to control witnesses and expose credibility flaws in a clear and persuasive manner.

Building on foundational cross-examination principles, Mike DeBlis teaches attorneys how to develop and utilize “paper” — including police reports, affidavits, prior testimony, and recorded statements — to construct a safe and effective cross. Participants will learn how to organize impeachment material through witness charts, reduce complex testimony into concise, favorable points and execute impeachment using the structured three-step method: re-commit, accredit, and confront.

Learning Objectives:

* Identify and explain the strategic purpose of impeachment by inconsistent statement in trial advocacy

* Develop and organize impeachment material using witness charts, including points, sources, and supporting facts

* Distinguish between different types of “paper,” including police reports, affidavits, and sworn testimony, and select the most effective source for impeachment

* Apply the 3 step impeachment method—re-commit, accredit, and confront—to structure effective cross-examination sequences

* Execute impeachment in a manner that is clear, concise, and understandable to a jury

* Recognize and avoid common impeachment pitfalls, including opening the door to harmful re-direct and introducing unnecessary “memory stages”

* Utilize impeachment by omission when prior statements fail to include material facts

* Evaluate when impeachment is strategically appropriate versus when a safer alternative approach should be used

* Incorporate persuasive techniques, including tone, pacing, and emotional framing, to enhance the effectiveness of cross-examination

* Conduct impeachment ethically while maintaining credibility with the court and jury

The program also explores advanced techniques, including impeachment by omission, strategic use of sworn testimony versus unsworn statements and how to avoid common pitfalls that can undermine an otherwise effective impeachment. Special emphasis is placed on ensuring that impeachment is clear to the jury, avoiding unnecessary confrontation, and preventing witnesses from escaping through explanation on re-direct. Finally, the course integrates trial advocacy concepts such as tone, pacing, and emotional framing to enhance persuasive impact. Attendees will leave with practical tools to conduct controlled, effective, and ethically sound cross-examinations that resonate with juries and withstand scrutiny.

Michael DeBlis is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law. As a former public defender, he has spent nearly eight years cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey.

Practice Areas: Criminal Law, Litigation, Personal Injury

Offered In: California (CA)

Course Expiration: 05/19/2031 Original Production Date: 05/19/2026
Run Time: 2:00:32

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"It takes 20 years to build a reputation and a few minutes of cyber-incident to ruin it." Cyberattacks are beginning to become a part of everyday business and they have become increasingly destructive to law firms and companies that become targets for hackers and cybercriminals.

And as data breaches continue to escalate, the legal concept of “reasonable security” has become a central issue in litigation, regulatory enforcement and professional responsibility. In this CLE, Rachel Rose will cover this important cybersecurity topics: Cybersecurity & Ransomware, AI & Related Items including Data Scraping, Dealing with Data Risks in Commercial Agreements, Minimizing Cyber Risks & Conducting Data Protection Assessments and Service Provider & Data Processing Agreements. Attorneys will also learn how to evaluate cybersecurity protocols in transactions, vendor agreements in addition to client advisory contexts. By understanding both the pitfalls and the evolving legal expectations, attorneys will be better equipped to mitigate exposure, advise clients, and respond effectively when incidents occur.

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.

Specialty Areas: Technology

Practice Areas: Business Law, Law Practice Management, Technology

Offered In: California (CA)

Course Expiration: 12/26/2030 Original Production Date: 12/26/2025
Run Time: 1:00:00

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The BTK killer operated for 25 years before being apprehended. His undoing was in 2005 when he sent a taunting floppy disk to a Wichita TV station. This allowed police to find metadata embedded in a deleted Microsoft Word document that was (unknown to Dennis Rader) still stored on the floppy disk & led police to uncover his identity at the church he worked at.

Twenty years later and the amount of electronic devices has exploded – and so has digital evidence – from Apple watches & cloud data to CPAPs & home security systems. But do you know where to look for it and how to analyze the digital evidence once you get it? Lars Daniel will explain why the field of digital forensics has become essential to attorneys because almost every civil & criminal case now hinges on data and digital evidence generated from electronic devices. Case examples presented: Distracted Driver Case (Cell Phone Forensics), Wearable Technology Forensics (Cyclist & Trucking Accident), Kidnapped!! (Apple Watch & iPhone evidence), Snapshot in time: User Actions, Video Forensics (Arson & Burglary), In-Vehicle Infotainment Forensics, Computer Forensics, Call Detail Records (CDRs): Arson, Lyft driver assault accusation and Audio Forensics (domestic violence & assault). Topics: structured data, semi-structured data, unstructured data, metadata, encrypted data, archival & backup data, system generated data, deleted data and the digital forensics method (Identification, Preservation & Acquisition, Examination & Analysis, Presentation & Reporting).

An expert, author and frequent speaker, Lars Daniel has attended over 300 hours of forensic training and has worked on over 500 cases involving murder, child pornography, terrorism, rape, kidnapping, intellectual property, fraud, wrongful death, employee wrongdoing & international e-discovery collections, among other case types.

Specialty Areas: Technology

Practice Areas: Criminal Law, Litigation, Personal Injury, Technology

Offered In: California (CA)

Course Expiration: 02/21/2030 Original Production Date: 03/03/2025
Run Time: 2:15:00

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Artificial intelligence is rapidly transforming the delivery of legal services, creating both new opportunities and new challenges for estate planning attorneys. From drafting routine estate planning documents and summarizing complex client information to improving workflow efficiency and enhancing client communications, AI-powered technologies are becoming increasingly integrated into modern trust and estate practice. At the same time, attorneys must recognize that successful implementation requires more than simply adopting new technology — it requires understanding where AI can create meaningful value, where professional judgment remains indispensable and how technology can strengthen rather than replace the attorney-client relationship.

In this practical program, estate planning attorney and Trustate founder Leah Del Percio explores how artificial intelligence is reshaping the future of estate planning practice and examines the evolving role of attorneys in an increasingly technology-driven profession. Participants will gain a practical understanding of how AI can streamline administrative tasks, improve document preparation, support estate administration, and increase operational efficiency while allowing attorneys to devote more time to strategic planning, complex legal analysis and personalized client counseling. Consistent with Leah's practical approach to estate planning education, the program focuses on real-world applications that attorneys can immediately evaluate within their own practices.

Learning Objectives:

* Evaluate the evolving role of artificial intelligence in estate planning practice and identify opportunities to improve efficiency while maintaining the attorney's independent professional judgment

* Recognize practical applications of AI throughout the estate planning lifecycle, including client intake, document preparation, estate administration, workflow management, and client communications

* Implement strategies for integrating artificial intelligence into an estate planning practice to enhance productivity, improve the client experience, and create greater operational efficiency without sacrificing the personalized legal counsel clients expect

* Identify the ethical and professional responsibility considerations associated with AI-assisted legal services, including attorney competence, confidentiality, data security, verification of AI-generated work product, and appropriate attorney oversight

* Develop practical approaches for leveraging emerging legal technologies to strengthen client relationships, modernize estate planning workflows, and position a practice for long-term success in an increasingly technology-driven legal environment

* Explain why professional judgment, strategic planning, and trusted legal counsel remain the defining value that estate planning attorneys provide—even as artificial intelligence continues to transform the delivery of legal services

The course also examines the professional responsibilities that accompany the use of artificial intelligence in legal practice. Attendees will discuss the importance of attorney oversight, protecting confidential client information, verifying AI-generated work product, maintaining competence as technology evolves, and preserving the independent professional judgment that remains central to effective legal representation. The presentation further explores how AI should be viewed as a tool that enhances legal services—not as a substitute for the experience, judgment, empathy, and strategic advice that clients expect from trusted estate planning counsel.

Finally, the program looks ahead to the future of estate planning practice and the opportunities created by emerging legal technologies. Participants will explore how firms can thoughtfully integrate AI into existing workflows, improve client service, increase efficiency, and remain competitive in a rapidly evolving legal marketplace without compromising ethical obligations or the personalized counseling that distinguishes exceptional estate planning attorneys. By understanding both the capabilities and limitations of artificial intelligence, attendees will be better prepared to build modern, technology-enabled practices that continue to deliver meaningful value to clients for years to come. Leah Del Percio is the President, CEO, and co-founder of Trustate, a leading estate administration platform established in 2020.

Specialty Areas: Technology

Practice Areas: Technology, Trusts and Estates

Offered In: California (CA)

Course Expiration: 07/31/2031 Original Production Date: 07/31/2026
Run Time: 1:04:45

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This comprehensive two-hour CLE program explores the art and strategy of effective direct examination, focusing on how attorneys can present testimony in a clear, compelling and credible manner. Drawing from proven trial techniques and practical courtroom experience, this course emphasizes that direct examination is not merely a procedural step, but a critical opportunity to shape the narrative of the case and influence the jury’s perception. Successful trial outcomes are often driven by the strength of a party’s case-in-chief rather than the weaknesses of the opposition.

Learning Objectives:

* Structure direct examination effectively by organizing testimony into a clear, logical narrative

* Differentiate between leading and non-leading questions and apply techniques to maintain control of witness testimony

* Develop effective questioning techniques that promote clarity, credibility and engagement *Apply techniques for handling challenging witnesses, including those who are forgetful, evasive, overly verbose, or emotionally resistant

* Incorporate demonstrative evidence and visual aids to enhance juror comprehension and reinforce key testimony

* Identify and avoid common evidentiary pitfalls – including improper leading, lack of foundation, and hearsay issues during direct examination

*Utilize courtroom presence & communication strategies to build credibility with the jury and strengthen the attorney-witness partnership

Participants will learn how to structure direct examination to tell a persuasive story, utilize non-leading questions while maintaining control and develop a natural, human connection with witnesses & jury. The course also addresses key evidentiary considerations, including laying proper foundation, avoiding common objections and effectively integrating demonstrative evidence. Practical guidance is provided on witness preparation, handling difficult or uncooperative witnesses and enhancing testimony through pacing, tone, and visual aids. By the end of the program, attorneys will have a toolkit of techniques to transform direct examination from a routine exercise into a powerful vehicle for persuasion in both civil and criminal trials.

A veteran trial attorney, Michael Deblis is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law.

Practice Areas: Criminal Law, Personal Injury

Offered In: California (CA)

Course Expiration: 05/06/2031 Original Production Date: 05/06/2026
Run Time: 1:59:16

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This CLE program focuses on the vital role of a divorce coach and the basic concepts of divorce coaching within the context of family law. The course will describe how a divorce coach can help clients cope with the overwhelming emotions that come with any stage of the divorce process - a task that is often left to family law attorneys. This discussion will also explore the different types of divorce-related challenges divorce coaches often address in their sessions and how they help their clients transition their lives beyond divorce. The course will encourage family law attorneys to utilize divorce coaches as part of their practice and will examine the value of having a divorce coach as part of the litigation team. Now a Certified Divorce Coach, Julie A. Rountree, Esq., CFA, practiced Family Law for 15 years and now helps clients navigate the divorce process and to gain clarity, confidence and the ability to move forward with grace.

Practice Areas: Family Law

Offered In: California (CA)

Course Expiration: 04/10/2028 Original Production Date: 04/10/2023
Run Time: 0:59:59

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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: California (CA)

Course Expiration: 09/25/2030 Original Production Date: 09/25/2025
Run Time: 1:00:00

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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: California (CA)

Course Expiration: 11/27/2029 Original Production Date: 11/27/2024
Run Time: 1:00:00

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