Ethical Issues in Defensible Disposition
The amount of information DOUBLES every two years. Managing the information tsunami has become a major headache for businesses– from knowing wh... click for more
The amount of information DOUBLES every two years. Managing the information tsunami has become a major headache for businesses– from knowing when & how to institute legal holds to disposing of un-needed documents.
Attorneys that represent these business now face major ethical challenges when dealing with these new eDisocvery & Information Governance issues. This CLE course will provide you with the foundation you need to implement a defensible disposition process and avoid ethical violations & sanctions. Main topics covered: primary ethical considerations, conducting proper defensible disposition, case law involving ethics violations and implementing & managing a defensible disposition process. The panel will also discuss: IG Compliance, negative impacts of over-retention, modeling financial savings, elements of a plan, being proactive, data deletion privacy & cybersecurity. Ethics topics addressed: competence, confidentiality, candor, fairness, privilege and inadvertent disclosure.
Jeff Jacobs has decades of experience as in-house corporate counsel and electronic discovery manager. With more than 12 years of experience in eDiscovery, data privacy & cybersecurity, Brian Segobiano is a Managing Director in Ankura's Chicago office. Joe Shepley is a Managing Director for Ankura and he has almost two decades in information management and has worked with a range of industries.
Specialty Areas: Legal Ethics
Practice Areas: Business Law, Employment Law, Ethics, Litigation
Offered In: California (CA)
Course Expiration: 03/29/2026 Original Production Date: 03/29/2021 Run Time: 1:00:01
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1.00 credit hours (Participatory or Self Study) 1.00 Legal Ethics |
$19.99 |
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Ethical Issues in Managing U.S. eDiscovery of International Data
Data privacy stands at the forefront of eDiscovery, bearing significant legal and ethical implications for attorneys. A failure to uphold stringent da... click for more
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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1.00 credit hours (Participatory or Self Study) 1.00 Legal Ethics |
$19.99 |
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Ethics Guardrails for Law Firm Cyber Risk
This CLE program provides attorneys with critical guidance on navigating the increasingly intertwined worlds of legal ethics, malpractice risk & cyber... click for more
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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1.00 credit hours (Participatory or Self Study) 1.00 Legal Ethics |
$19.99 |
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Ethics of Contract Review
Your long-time business client emails you and wants you to review some documents & contracts for his new business selling cryptocurrency to teenagers ... click for more
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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1.00 credit hours (Participatory or Self Study) 1.00 Legal Ethics |
$19.99 |
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Evidence 101: Relevance (and Competency) Part 2
Presented by renowned CLE presenter & seasoned trial attorney Michael DeBlis III, this second part of a four-part series continues to focuses on one o... click for more
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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2.00 credit hours (Participatory or Self Study) |
$39.98 |
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Evidence 101: Relevance Part 1
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 ... click for more
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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2.00 credit hours (Participatory or Self Study) |
$39.98 |
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Evidence 102: Testimonial Evidence
Presented by seasoned trial attorney & noted CLE speaker Michael DeBlis III, this third part of our four-part Evidence series will focus on witnesses ... click for more
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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1.25 credit hours (Participatory or Self Study) |
$24.98 |
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Evidence 103: Hearsay
In the last installment of his comprehensive evidence series, Michael DeBlis takes a deep dive into every attorney’s favorite subject – out-of-cou... click for more
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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2.00 credit hours (Participatory or Self Study) |
$39.98 |
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Evidence, Damages, Settlements and Impacting the Jury in Dog Bite Cases
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 nea... click for more
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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1.50 credit hours (Participatory or Self Study) |
$29.99 |
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Filing A Case Under the False Claims Act
Fraud costs the U.S. Government and taxpayers over $2 trillion annually. The False Claims Act of 1863 is a federal law that imposes liability on pers... click for more
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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1.25 credit hours (Participatory or Self Study) |
$24.98 |
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Five Steps to Protect Your Firm from Catastrophic Cyber Attacks
$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 r... click for more
$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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1.00 credit hours (Participatory or Self Study) 1.00 Technology |
$19.99 |
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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 ... click for more
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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1.00 credit hours (Participatory or Self Study) |
$19.99 |
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Free Speech on College Campuses Following the Israel-Hamas War
“From the River to the Sea, Palestine will be free, Jews for Palestine.” “Let’s take the f*king streets later.” “All Zionists must die to... click for more
“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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1.00 credit hours (Participatory or Self Study) |
$19.99 |
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From COVID to Crypto: Protecting Assets in Uncertain Times
While you cannot "hide" property or make assets completely unreachable, Jacob Stein will show you how to make it more difficult and expensive for cred... click for more
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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1.00 credit hours (Participatory or Self Study) |
$19.99 |
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From Crypto to Inflation: Lessons for Independent Trustees from the ITA Conference
Global uncertainty, another crypto crash, drastic changes to the tax laws and rapidly rising inflation… being an independent trustee these days ... click for more
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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6.00 credit hours (Participatory or Self Study) 1.00 Legal Ethics |
$119.94 |
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From Ethics Rules to Rankings: Ethical Digital Marketing for Attorneys
Modern law firm visibility is no longer about phone books and business cards — it’s about showing up ethically in online search results. But maint... click for more
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: 10/31/2026 Original Production Date: 10/31/2025 Run Time: 1:00:00
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1.00 credit hours (Participatory or Self Study) 1.00 Legal Ethics |
$19.99 |
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From Lawyer to Trustee: Rewards and Risks of Serving as Trustee
Do you really want to take on the role of Trustee? Do you know exactly what that role entails? Has your legal background properly prepared you for t... click for more
Do you really want to take on the role of Trustee? Do you know exactly what that role entails? Has your legal background properly prepared you for this transition?
This CLE course takes a look at the risks, rewards and role of serving as trustee with a particular emphasis on what an attorney needs to consider before adding this service. Attorney Tim Borchers will mainly discuss: becoming a trustee, establishing a consistent process with your trust & estates experience and the 8 action steps you need to take. Additional topics: ethical considerations, client intake, defining the trustee’s role, terms for distribution, handling assets, investments and determining your fee. The 8 action steps: (1) intake of possible trustee appointment, (2) defining your role, (3) terms for distributions, (4) handling assets, (5) the approach to investment, (6) manner of communication, (7) accounting, and (8) what fee will you charge?
Since 2015, Tim has held the distinction of Estate Planning Law Specialist* (EPLS), and was one of the first lawyers in Massachusetts recognized with the designation. In addition, he is an Accredited Estate Planner** (AEP®).
Practice Areas: Trusts and Estates
Offered In: California (CA)
Course Expiration: 11/06/2029 Original Production Date: 11/06/2024 Run Time: 1:00:00
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1.00 credit hours (Participatory or Self Study) |
$19.99 |
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Getting Clear on Carbon Monoxide: A Toxicologist’s Perspective for Attorneys
Carbon monoxide (CO) exposure remains a significant public health hazard and a recurring issue in civil litigation involving personal injury, wrongful... click for more
Carbon monoxide (CO) exposure remains a significant public health hazard and a recurring issue in civil litigation involving personal injury, wrongful death, premises liability and product defect claims. Because CO is odorless, colorless, and tasteless, exposures frequently occur without warning, complicating both medical diagnosis and evidentiary reconstruction. Attorneys handling CO cases must therefore understand the underlying toxicology, medical testing limitations, and investigative challenges associated with proving exposure and causation.
This program provides a comprehensive toxicological overview of carbon monoxide designed specifically for legal practitioners. Participants will examine how CO is generated through incomplete combustion of carbon-containing fuels and how exposure affects the body by impairing oxygen transport and cellular respiration. The course explains the clinical significance of carboxyhemoglobin (CoHgb) levels, testing methodologies, and interpretive challenges such as delayed testing, baseline variations in smokers, and the limitations of retrograde exposure calculations.
In addition to the medical science, the program addresses practical litigation considerations, including pitfalls in environmental testing, the role of CO alarms and regulatory requirements, delayed neurological sequelae (DNS) and the evidentiary impact of symptom variability and exposure duration. Real-world case examples illustrate common fact patterns involving heating system failures, landlord negligence, improper repairs, and structural design risks such as garage-adjacent residences.
Learning Objectives:
* Identify common environmental and structural sources of CO exposure relevant to residential, workplace, and product liability cases
* Interpret carboxyhemoglobin (CoHgb) testing results and understand limitations in timing, baseline variation, and retrograde exposure estimation
* Recognize clinical manifestations of CO poisoning, including acute symptoms and delayed neurological sequelae (DNS)
* Evaluate evidentiary challenges in CO litigation, including air testing limitations, alarm functionality, and exposure reconstruction
* Analyze common litigation scenarios involving CO exposure, including landlord-tenant, product defect, and heating system failures
* Identify appropriate expert witnesses and interdisciplinary evidence necessary to support or defend CO-related claims
The program concludes with guidance on expert witness selection, treatment considerations, and public safety education, equipping attorneys with the interdisciplinary understanding necessary to evaluate CO cases, collaborate with experts, and effectively present complex toxicological evidence in litigation.
Practice Areas: Criminal Law, Litigation, Personal Injury, Real Property
Offered In: California (CA)
Course Expiration: 02/23/2031 Original Production Date: 02/23/2026 Run Time: 1:00:00
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1.00 credit hours (Participatory or Self Study) |
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Harnessing the Power of 1031 Exchanges
The deferral of capital gains afforded by Section 1031 exchanges make them an extremely attractive option in many circumstances. The real art for atto... click for more
The deferral of capital gains afforded by Section 1031 exchanges make them an extremely attractive option in many circumstances. The real art for attorneys is structuring the client's transactions to satisfy the requirements & time conditions of Section 1031 to net the greatest tax savings.
Len Berkowitz works with his clients to structure their investments and businesses in a tax efficient and economically viable manner. In this highly informative CLE brimming with practical advice, Len highlights how 1031 exchanges can provide tax savings and serve as a tool to increase purchasing power and diversify your client's investments. The main topics addressed include: what qualifies as like-kind property, identification of the replacement property, restrictions, the role of the Qualified Intermediary (QI), reverse exchanges, construction/improvement claims and partnerships & LLCs. Also discussed: recent statutory developments, primary 1031 case law, common pitfalls for attorneys, counseling clients on their best options, the drop & swap exchange and partnership divisions.
Len Berkowitz, Esq. is the Managing Director of Riverside TACS. In this role, Len provides sophisticated international tax advice and cost segregation services to a broad array of clients.
Practice Areas: Real Property
Offered In: California (CA)
Course Expiration: 04/23/2026 Original Production Date: 04/23/2021 Run Time: 1:00:07
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1.00 credit hours (Participatory or Self Study) |
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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 hav... click for more
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 have to deal with other people's problems - 90 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 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 satisfaction, compassion fatigue, from zealot to zombie, how your work suffers, movement is medicine, 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: Prevention & Detection Competence
Practice Areas: Prevention & Detection Competence
Offered In: California (CA)
Course Expiration: 06/15/2028 Original Production Date: 06/16/2023 Run Time: 1:00:00
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1.00 credit hours (Participatory or Self Study) 1.00 Prevention & Detection Competence |
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