Our adversarial legal system is full of angry & emotional people – from clients and judges, to court personnel and opposing counsel. As a Divorce Coach, India Kern knows this all too well and she helps emotional clients and angry attorneys in her everyday practice.

By analyzing her own clients and studying some of the top resources in the field, India has developed a framework for dealing with attorneys & clients that would be considered High Conflict Personalities (HCPs). She will introduce you to these concepts by mainly covering: understanding the client’s mental & emotional state, client triggers & practicing self-awareness and cultivating effective communication strategies. Additional topics: managing client expectations, communication barriers, the reptilian brain, how the Amygdala hijacks logical thought, using B.I.F.F. statements (Brief, Informative, Friendly & Firm), 6 key triggers (competence, autonomy, fellowship, status, reliability & integrity), Lenski's Conflict Pivot, Transactional Analysis Overview: Parent | Child |Adult, Critical Parent (CP), Nurturing Parent (NP), 3 steps to deescalate angry clients & emotional people, empathy vs. sympathy and affect labeling.

As a Certified Divorce Coach, India Kern specializes in working with clients who are stuck in the divorce process. I assist attorneys in understanding the client and facilitating communication to achieve the best possible divorce outcome for clients and make it a smooth resolution for the attorney.

Practice Areas: Employment Law, Family Law, Litigation, Personal Injury

Offered In: California (CA)

Course Expiration: 02/07/2029 Original Production Date: 02/07/2024
Run Time: 1:00:00

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You're a good speaker for an immigrant. Where are you from really? You're so good at coding – especially since you are a woman. Microaggressions are subtle words and actions that express prejudice and highlight difference in regard to a marginalized and often legally-protected group.

Through a combination of real-world scenarios, interactive discussion and practical strategies, attorney Nicole Sorokolit Croddick will provide tools to identify and address microaggressions & unconscious bias, improve cultural competency and foster a more respectful, inclusive workplace. Attorneys will learn the difference between microassaults, microinsults & microinvalidations, understand their psychological & professional consequences, and explore how these behaviors can affect workplace morale, productivity & create legal risks. By the end of this program, attendees will be better equipped to recognize their own biases, respond to microaggressions thoughtfully, and contribute to a culture of dignity, professionalism, and fairness within their organizations. By the end of this course, participants will be able to:

• Define and differentiate between implicit bias, microaggressions and other forms of subtle discriminatory behavior.

• Identify common types of microaggressions — including microassaults, microinsults, and microinvalidations — and their legal and emotional impact in a professional setting.

• Understand the cumulative effects of microaggressions on mental health, employee engagement and organizational culture – particularly for individuals in marginalized or protected groups.

• Analyze real-world scenarios to evaluate whether a microaggression has occurred and determine the appropriate strategies for response or intervention.

• Apply proactive tools and communication frameworks to reduce bias, foster inclusion, and create a respectful, equitable environment within legal workplaces.

Nicole Sorokolit Croddick, Esq., is an attorney and experienced bilingual business training facilitator. As a consultant and compliance trainer on employment law issues, Nicole facilitates classes on sexual harassment and discrimination prevention; ethnic sensitivity; workplace ethics; lawful hiring; and employee disciplinary procedures and documentation mechanics.

Specialty Areas: Elimination of Bias

Practice Areas: Elimination of Bias

Offered In: California (CA)

Course Expiration: 06/26/2030 Original Production Date: 06/26/2025
Run Time: 1:00:00

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Hiring decisions should be based on merit, yet unconscious biases often influence the candidates that are selected for employment. This can lead to missed opportunities for diverse talent which effects the company’s bottom line and further impacts the credibility and inclusivity of the business. Further, bias in hiring can lead to legal liabilities and reputational harm.

Employment Law Litigation attorney Mila Arutunian shares her experience on how companies can avoid unconscious bias in hiring and recruiting potential employees. Mila will mainly discuss the following topics: how implicit bias affects hiring and employment decisions, types of biases and how they diminish the workplace and strategies for employers to reduce bias in hiring. Additional subjects covered in this CLE: gender bias in STEM hiring, the HP age discrimination class action settlement, the DOJ lawsuit against Facebook alleging U.S. worker discrimination, biased job descriptions, resume screening, self-awareness for leadership, using data-driven insights, using structured interviews & blind resume reviews, training for hiring managers, how to recognize & mitigate implicit biases, the role of leadership in legal organizations and the call to action.

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: 04/16/2025
Run Time: 1:00:00

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You might not hear those annoying commercials anymore, but YES the ERC is still a thing. In fact, the IRS is continuing to ramp up the scrutiny of ERC claims and has been flagging a large number of them as high risk – to the point of being improper or fraudulent.

Sam Brotman currently has 66 ERC cases in litigation with the IRS. In this CLE, Sam will explore the origin, evolution and current controversies surrounding ERC claims, highlighting key compliance challenges, IRS enforcement actions & trends and the current litigation landscape. Attendees will learn how to advise clients effectively on ERC eligibility, audit response strategies, and the administrative vs. judicial options available for claim resolution Through case analysis and practical strategies, participants will gain the tools needed to navigate IRS audits, respond to client concerns and mitigate compliance risks for their business clients.

Learning Objectives:

* Explain the legislative history, purpose, and structure of the Employee Retention Tax Credit (ERC).

* Identify and analyze the primary qualification tests for ERC eligibility, including gross receipts decline and operational impact.

* Recognize key compliance and enforcement issues arising from IRS guidance and the 2023 ERC processing moratorium.

* Compare the advantages and challenges of administrative versus judicial resolution options for ERC disputes.

* Develop best practices for advising clients, documenting qualifications, and managing ERC audits or appeals.

Sam Brotman is a nationally recognized tax attorney whose practice focuses on federal and state tax defense, controversy, and compliance. Sam has represented hundreds of businesses and individuals in complex tax matters before the IRS and state taxing authorities. He has extensive experience with the Employee Retention Tax Credit (ERC), having overseen more than 375 claims totaling over $160 million in credits. Sam regularly lectures on tax strategy, compliance, and IRS procedure for legal professionals and business audiences across the country.

Practice Areas: Business Law, Litigation, Taxation

Offered In: California (CA)

Course Expiration: 11/14/2030 Original Production Date: 11/14/2025
Run Time: 1:00:00

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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: Trusts and Estates

Offered In: California (CA)

Course Expiration: 04/05/2028 Original Production Date: 04/05/2023
Run Time: 1:00:00

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Data privacy stands at the forefront of eDiscovery, bearing significant legal and ethical implications for attorneys. A failure to uphold stringent data privacy standards – especially Internationally – can lead to ethical violations, breach of sensitive data and hefty fines.

This CLE will teach attorneys the best ethical practices when managing U.S. eDiscovery of data that is stored abroad. Main topics covered: U.S. matters & cross-border legal considerations, international requirements, international technology & collection strategies, using eDiscovery & forensics technology in cross-border reviews and data disposition & reuse. Additional topics: FRCP Rule 1 – Cooperation, Form of Production – FRCP 34(b)(2)(E), data sources, ESI Orders/Stipulations, evolving data laws, global geopolitical factors & economic drivers, cultural differences, understanding data flows, legal hold best practices & scoping, data reservation strategies and collection considerations. The following ABA Model Rules are implicated: Rule 1.1 – Technological Competence, Rule 3.4 – Fairness to Opposing Party & Avoiding Spoliation, Rule 1.15 – Safekeeping Property and Rule 5.1 – Responsibilities of a Supervisory Lawyer.

Panelists include: Carolyn Bigg of DLA Piper (Global Co-Chair of Data Protection, Privacy & Security), Matthew Krengel of Cooley LLP (Discovery & Information Governance (IG) Counsel) and Alex Marjanovic & Chris Marks of Ankura Global Consulting (Senior Managing Director).

Specialty Areas: Legal Ethics

Practice Areas: Business Law, Ethics, Litigation

Offered In: California (CA)

Course Expiration: 02/13/2029 Original Production Date: 02/13/2024
Run Time: 1:00:00

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This CLE program provides attorneys with critical guidance on navigating the increasingly intertwined worlds of legal ethics, malpractice risk & cybersecurity. As law firms become prime targets for cyber threats, ethical responsibilities under the ABA Model Rules demand heightened awareness and action.

Led by attorney Jeff Cunningham — who defends lawyers and firms in malpractice and ethics cases — this course explores the blurred lines between ethics violations and cyber negligence. Through practical strategies and real-world examples, the course offers attorneys actionable methods to build ethical “guardrails” that protect both client data and professional reputations. Topics include vendor due diligence, cyber infrastructure, legal tech trends, client counseling on cyber duties, and enhancing law firm security teams. Participants will gain a deeper understanding of key ethics rules, including Competence (Rule 1.1), Confidentiality (Rule 1.6), Communication (Rule 1.4), and Supervision Responsibilities (Rules 5.1–5.3), as applied in the digital age. Attorneys will walk away with a playbook for proactive compliance — ensuring they meet ethical obligations while mitigating malpractice and cyber liability in a high-risk environment.

Learning Objectives:

• Identify and interpret key ethical rules—including ABA Model Rules 1.1, 1.4, 1.6, and 5.1–5.3—as they apply to cybersecurity responsibilities in legal practice.

• Distinguish between ethical violations and legal malpractice in the context of cyber risk, and recognize how blurred boundaries create new areas of liability.

• Develop practical strategies for cyber compliance, including building secure infrastructure, conducting vendor due diligence, and training legal staff and nonlawyer personnel.

• Evaluate their firm's current cyber readiness and implement “ethics guardrails” to proactively reduce exposure to cyber threats and ethics grievances.

• Advise clients effectively on their own cybersecurity obligations, enhancing client service and meeting ethical duties under communication and competence rules.

Jeff Cunningham, Esq., actively defends lawyers and acts as outside General Counsel to small and mid-sized law firms across the United States, while also serving as this firm’s General Counsel. Jeff defends industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. With an emphasis on simple systems of risk management, Jeff brings a holistic approach of protecting our clients before problems occur.

Specialty Areas: Legal Ethics

Practice Areas: Ethics

Offered In: California (CA)

Course Expiration: 07/03/2030 Original Production Date: 07/03/2025
Run Time: 1:00:00

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Your long-time business client emails you and wants you to review some documents & contracts for his new business selling cryptocurrency to teenagers - and he also wants you to be the new CEO and general counsel. Good idea??

R. Shawn McBride works with business owners all over the country and he knows that things can get a little dicey with your business clients. From fake real estate transactions to drafting executive compensation packages, there are many intersections between reviewing contracts for client’s and the ethical standards of the legal profession. Shawn will present numerous common everyday scenarios where attorneys run into ethical dilemmas by discussing: Rule 1.2 - Scope of Representation, Rule 1.7-1.10 - Conflicts of Interest & Business Transactions with Clients, Rule 1.18 - Duties to Prospective Clients, Rule 1.13 - Organization as Client, Rule 2.4 - Lawyer as 3rd Party Neutral, Rule 4.3 - Unrepresented Persons, Rule 5.1 - Supervisors & Subordinates, Rule 7.3 - Info About Legal Services, Rule 1.5 - Fees, Rule 1.15 - Safekeeping Property, Rule 1.3 - Diligence, Rule 8.3 - Reporting Professional Misconduct and Rule 2.1 - Advisor.

Based in Dallas, R. Shawn McBride works with business owners all over the country. He frequently speaks on business and legal topics and he is currently licensed to practice law in 13 states and the District of Columbia.

Specialty Areas: Legal Ethics

Practice Areas: Business Law, Ethics

Offered In: California (CA)

Course Expiration: 08/12/2027 Original Production Date: 08/12/2022
Run Time: 1:00:01

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Presented by renowned CLE presenter & seasoned trial attorney Michael DeBlis III, this second part of a four-part series continues to focuses on one of the most challenging & crucial areas of law for trial attorneys – the Federal Rules of Evidence and its application in the courtroom.

In this installment of Mike’s comprehensive Evidence series, he finishes discussing relevance, cover competence and begin discussing witness & testimonial evidence. The main topics covered will be: character evidence in criminal cases, tips for approaching MIMIC evidence, writings & the Best Evidence Rule (BER), competency and lay opinion testimony & expert opinion testimony. Mike will delve into these specific topics: the victim’s character in self-defense & sexual misconduct cases, specific instances of prior misconduct by the accused, MIMIC Evidence (Motive, Intent, Modus Operandi, Identity, Common Plan), the definition of a ‘writing,’ legally operative documents, what the Best Evidence Rule applies to, the approach for analyzing a BER question, public records, voluminous documents, duplicates, FRE 601, the Minimum Competency Test, personal knowledge & oath, leading questions, witness use of writings in aid of testimony, refreshing recollection, recorded recollection, admissibility & scope of lay opinion testimony, the 4 requirements for expert opinion and learned treatises.

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: 04/30/2029 Original Production Date: 04/30/2024
Run Time: 2:00:00

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Presented by renowned CLE presenter & seasoned trial attorney Michael DeBlis III, this is the first part of a four-part series that focuses on one of the trickiest & most important areas of law for trial attorneys – the Federal Rules of Evidence.

Judges apply the rules of evidence to determine whether to admit or exclude physical evidence, oral testimony & exhibits, and if admitted the jury decides how much weight to afford the evidence. As a starting point, the rules of evidence permit only relevant and trustworthy evidence to be make it in front of the jury. This CLE will focus on specific problems involving logical relevance, character evidence in civil cases and character evidence in criminal cases. Topics also discussed: direct evidence vs. circumstantial evidence, logical and discretionary or policy-based relevance, similar occurrences, prior accidents or claims, intent/state of mind, habit evidence, subsequent remedial measures, settlements, determining the purpose for which the evidence is being offered, specific acts of conduct, opinion (personal opinion), reputation in the community, admissibility and bad character in criminal cases. Mike provides numerous memorable hypotheticals so you can think fast on your feet in the courtroom and practically apply the rules to your advantage, both before and during trial.

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: 04/30/2029 Original Production Date: 04/30/2024
Run Time: 2:00:00

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Presented by seasoned trial attorney & noted CLE speaker Michael DeBlis III, this third part of our four-part Evidence series will focus on witnesses and testimonial evidence.

Mike will begin the program by detailing the highlights of cross-examination and then drill down to the core of impeachment & the credibility of witnesses. These specific topics are addressed: the Sixth Amendment right to cross-examination, the limits of cross, questions or issues addressing the scope of direct examination, leading questions, impeachment & the attacking the credibility of the witness, intrinsic & extrinsic impeachment, the Collateral Matter Rule, accrediting your own witness, impeaching your adversary’s witness, sensory defects of the witness, demonstrating a showing of bias, interest, or motive to misrepresent or to exaggerate, character evidence, Prior Inconsistent Statements, felony convictions not involving dishonesty, remote convictions (more than 10 years), specific acts of deceit or lying, bad reputation, rehabilitation after impeachment and prior consistent statements.

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: 04/30/2029 Original Production Date: 04/30/2024
Run Time: 1:15:00

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In the last installment of his comprehensive evidence series, Michael DeBlis takes a deep dive into every attorney’s favorite subject – out-of-court statements other than the one made by the declarant while testifying at a trial or hearing that is offered into evidence to prove the truth of the matter asserted.

Yes, hearsay. Mike will mainly cover the following points on hearsay: Rule 801 & hearsay definitions, forms of non-hearsay and the hearsay exceptions. Specific topics: determining who the declarant is, the 4 point hearsay checklist, verbal acts, non-assertive conduct, state of mind, prior inconsistent statements, prior consistent statements, prior identifications, direct admissions, transactional words, witness unavailability, present sense impression, excited utterance, statement of present mental or physical condition, past recollection recorded, business records, public records, hearsay exceptions dealing with records, learned treatises, hearsay catch-all exceptions, dying declaration, declaration against interest, hearsay exceptions under 804. Mike will also provide numerous memorable hypotheticals so you can think fast on your feet during the trial and practically deploy the Rules of Evidence to your advantage.

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: 04/30/2029 Original Production Date: 04/30/2024
Run Time: 2:00:00

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There are almost 100 million dogs in the United States. There are so many dogs in this country that a person is bitten every 40 seconds - that's nearly 5 million dog bites every year.

Presented by animal law expert and attorney Claudine Wilkins, this CLE course will offer tips and strategies for successfully litigating dog bite cases and getting justice for your injured clients - many of which are young children. The main topics addressed: Statistics & Legal Trends in Dog Bite Cases, the Anatomy of a Dog Bite Case, Taking the Dog Bite Case to Trial: Preserve the Evidence, Damages & Settlement: Getting Justice for Your Injured Clients and Telling Your Client's Story: Impacting the Jury. Claudine will also cover: dog bite resources, types of bites, the anatomy of a dog bite case, negligence, finding insurance, documents to seek, utilizing open records, photos & video evidence, evidence for the jury, who do you call, common defendants, ownership, joint defendants, statute of limitations, prior bad acts, common defenses, settlement or court, demand settlement, injuries, emotional damages and making it real.

Claudine Wilkins is an Animal Law Expert & Attorney. A former prosecutor, she has trained thousands of professionals in animal-related fields.

Practice Areas: Criminal Law, Personal Injury, Real Property

Offered In: California (CA)

Course Expiration: 09/19/2027 Original Production Date: 09/19/2027
Run Time: 1:30:00

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Fraud costs the U.S. Government and taxpayers over $2 trillion annually. The False Claims Act of 1863 is a federal law that imposes liability on persons and companies who defraud governmental programs.

The FCA is the government’s primary tool in combating fraud against taxpayers and claims typically involve Medicare & Medicaid, military contractors, or other government spending programs. Presented by Neal Roberts, this CLE course explores the nuances of whistleblower rights and remedies provided by the FCA and provide attorneys with a basic understanding of how to prepare a False Claims Act complaint and file it under seal. Neal will mainly detail U.S. Government spending & the cost of fraud, provide an overview of the FCA elements & history, analyze key sections of the statute and review the amount of recoveries from previous cases. Additional topics: Lincoln’s Law, Qui Tam filings & settlements, False Claims Act Amendments of 1986, kickbacks, unsafe Use, software & algorithms, copays, fraudulent billing, collusion, bid rigging, liability, knowledge, damages, penalties, whistleblower protections, damages and awards.

Neal Roberts, the Managing Partner of ProtectUS Law, is an attorney licensed in California and the District of Columbia with more than 45 years’ experience in various aspects of law.

Practice Areas: Business Law

Offered In: California (CA)

Course Expiration: 12/06/2029 Original Production Date: 12/06/2024
Run Time: 1:15:00

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$150,000 - that's the average ransomware payment paid by law firms to get their data back. Further, small & midsize law firms are most at risk from ransomware attacks because of their lack of cybersecurity preparedness - and because they think they're too small to be targeted.

Tom Kirkham will dispel common cybersecurity myths and show you the five steps your law firm can take to protect against crippling and expensive ransomware and cyberattacks. To protect your firm you should: (1) Employ EDR (2) Use MFA (3) Use Storage Encryption (4) Continue Defensive Improvements and (5) Use a Skilled Security Team. Tom will also discuss ethics & technological competence, cybersecurity & confidential client data, InfoTech vs. InfoSec, cybersecurity insurance, the NIST Cybersecurity Framework and the White House response to ransomware. These 5 crucial steps will dramatically increase your overall law firm network security stance and will help your firm avoid being hit by a malicious cyberattack.

Tom Kirkham, founder and CEO of Irontech Security, provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment with cybersecurity training programs for all workers to prevent successful attacks.

Specialty Areas: Technology

Practice Areas: Business Law, Criminal Law, Law Practice Management, Personal Injury, Technology, Trusts and Estates

Offered In: California (CA)

Course Expiration: 06/10/2027 Original Production Date: 06/10/2022
Run Time: 1:00:01

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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: Education Law

Offered In: California (CA)

Course Expiration: 08/23/2028 Original Production Date: 08/23/2023
Run Time: 1:00:00

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“From the River to the Sea, Palestine will be free, Jews for Palestine.” “Let’s take the f*king streets later.” “All Zionists must die tonight at midnight.”

Following the start of the Israel-Hamas War tensions burst wide open on college campuses all over the country following the aftermath of the October 7th attack. By the spring, a wave of pro-Palestinian tent encampments led to massive demonstrations, student takeovers and more than 3,200 people arrested. As tensions escalated, it became very difficult to delineate the line between protected free speech and unprotected harassment & true threats of violence. In this CLE, FIRE attorney Zach Greenberg will give his reasoning why it’s so important to protect the freedom of speech and the freedom of expression on college campuses and the line between protected speech and unprotected threats & harassment. Zach will specifically address: the Looking Glass theory, public vs. private universities, true threats, harassment, the More Speech approach, calls for genocide, encampments, content neutral + time + manner restrictions, disruption & the Heckler’s Veto and creating a culture of free speech.

A native New Yorker, Zach graduated from Binghamton University in 2013 and Syracuse Law in 2016. Zach developed an appreciation for free speech while leading the College Libertarians and the Federalist Society.

Practice Areas: Constitutional Law, Education Law

Offered In: California (CA)

Course Expiration: 11/22/2029 Original Production Date: 11/22/2024
Run Time: 1:00:00

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While you cannot "hide" property or make assets completely unreachable, Jacob Stein will show you how to make it more difficult and expensive for creditors to get to your client's home, investments and other important property. Jacob will mainly discuss asset protection in an age of uncertainty & global transparency, utilizing irrevocable trusts & LLCs and protecting specific assets like homes, apartment buildings, cash and crypto. Additional topics: the effects of COVID, personal guarantees, real estate, the personal residence & Homestead exemptions, voidable conveyances laws (fraudulent transfers), the powers given to the trust protector, drafting the trust, self-settled trusts, setting up a trust in a foreign jurisdiction, dealing with community property, charging orders, retirement plans and offshore structures. Jacob Stein is a partner with the law firm Aliant, LLP, in Los Angeles, California.

Practice Areas: Ethics, Trusts and Estates

Offered In: California (CA)

Course Expiration: 04/11/2027 Original Production Date: 04/11/2022
Run Time: 1:00:00

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Global uncertainty, another crypto crash, drastic changes to the tax laws and rapidly rising inflation… being an independent trustee these days can be extremely challenging.

In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. Topics at this year’s Independent Trustee Alliance (ITA) Annual Conference includes: maintaining client confidentiality from anywhere in our new remote world, estate tax issues from the new administration, managing trusts in an inflationary environment, how to handle distributions from trusts, cryptocurrency pointers for trustees & administrators and understanding trustee liability. This seminar will benefit attorneys when working with wealth managers, family advisors, CPAs and insurance professionals.

The speakers at the Independent Trustee Alliance (ITA) Annual Conference include: Jeff Chadwick, Esq., Dan Seff, CPA, CVA, David Askenase, CFA, David F. Johnson, Esq., Jeremy Lau, CFA, CFP & Jared Ong, CFP and Judith Pearson, CEO.

Specialty Areas: Legal Ethics

Practice Areas: Ethics, Taxation, Trusts and Estates

Offered In: California (CA)

Course Expiration: 05/12/2027 Original Production Date: 05/12/2022
Run Time: 6:00:22

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Modern law firm visibility is no longer about phone books and business cards — it’s about showing up ethically in online search results. But maintaining ethical standards when advertising online can be a tricky proposition filled with potential pitfalls.

This CLE explores how attorneys can effectively and ethically use Local SEO, Google Business Profiles, and AI-driven search tools to attract clients while staying compliant with ABA Model Rules 7.1–7.3. Designed for solo practitioner &, small-firm attorneys, this course demystifies the intersection of digital marketing and professional responsibility. Attendees will learn how to increase online visibility, manage client reviews and present truthful, transparent, and compliant content across all digital platforms. Real-world examples illustrate both ethical best practices and common missteps that can lead to bar complaints. The course concludes with actionable strategies attorneys can use to boost rankings — without sacrificing integrity.

Learning Objectives:

• Interpret and apply ABA Model Rules 7.1–7.3 to online marketing, advertising and client communications.

• Understand the fundamentals of Local SEO and how they affect law firm visibility within a defined geographic area.

• Develop, optimize and ethically manage a Google Business Profile to enhance credibility and compliance.

• Implement ethical practices for client testimonials and online reviews, ensuring confidentiality and authenticity.

• Recognize the ethical risks and opportunities in emerging technologies, including AI-driven search algorithms and generative content.

Olha Bodnar is the founder of Ethos Leads, a digital marketing agency for growth-minded law firms. Olha takes a different approach to digital marketing for growth-minded law firms. With over a decade of experience, she understands the unique challenges and ethical concerns attorneys face when advertising online.

Specialty Areas: Legal Ethics

Practice Areas: Ethics, Law Practice Management

Offered In: California (CA)

Course Expiration: 10/31/2030 Original Production Date: 10/31/2025
Run Time: 1:00:00

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