Was a former heroin addict impaired prior to a fatal car accident? Are first responders really overdosing due to small traces of casual contact with fentanyl? Was it an illegal street drug - or legal prescription - that led to an accidental drug death?

Unfortunately, the COVID pandemic has only led to a resurgence of opioid use, abuse, and death. Lawyers - both civil & criminal - are seeing an increase in opioid related claims in their cases and many are ill-equipped to decipher and interpret the results of drug screens and explain toxicology methods to judges and jurors. In this in-depth CLE course Dr. Allison A. Muller will shed light on legal issues involved with opioids by: listing three effects of opioids on the body, stating 2 unexpected sources of opioids, showing one common drug that can intensify toxicity, explaining pitfalls in interpreting drug screens and stating common reasons for the presence of morphine in the blood. Additional topics include: opioid receptors, opioid antagonists, benzodiazepines, Naltrexone, Naloxone, Buprenorphine, the "Poppy Seed" defense and metabolites.

Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology, and registered pharmacist with over 20 years' experience in the field of clinical toxicology.

Practice Areas: Criminal Law, Litigation, Personal Injury

Offered In: California (CA)

Course Expiration: 02/18/2027 Original Production Date: 02/18/2022
Run Time: 1:00:03

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Independent Trustees use interim executives to manage companies within estates for several reasons, including maintaining continuity, accessing expertise, time constraints, objective decision-making, and liability protection.

Robert Jordan and Dan Felix will explain how Interim executives can provide valuable support and guidance during periods of transition and can help ensure that the trust owned company continues to operate smoothly while the independent trustee fulfills their fiduciary duty to the estate. These seven main factors will be introduced and discussed: Time, Continuity, Expertise, Objectivity, Risk Management, Fractional Work and Efficiency. Robert and Dan will also provide numerous case examples where Interim executives from the RED Team were deployed in times of crisis to protect the continuity & profitability of the business.

Robert Jordan has launched companies and helped other owners and investors build their companies for over 25 years. Daniel P. Felix advises & counsels families and their trustees about trust administration and in the right situation, Dan serves as trustee.

Practice Areas: Business Law, Trusts and Estates

Offered In: California (CA)

Course Expiration: 09/27/2028 Original Production Date: 09/27/2023
Run Time: 1:00:00

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Only 28% of law firms – and only 27% of solo & small firm lawyers – have a formal exit strategy. 75% of firm owners regret selling within 1 year due to poor succession planning. And 70% of lawyers who retire without a plan say they wish they would have started preparing 5-10 years earlier.

Whether retirement is 15 years away or imminent, too many lawyers lack a formal succession plan — leading to undervalued sales, client disruption and professional regret. Attorney Alex Gertsburg will explore practical strategies to exit on favorable terms while protecting your clients, legacy and financial well-being. Alex will mainly cover: Building a Succession Plan, Why Exit Planning & Pre-Succession Planning Matters, Deal Logistics, Valuation & Financial Considerations, How to Create a Recurring Revenue Stream for Life and Ethical Requirements. Additional topics: pre-succession planning, the succession plan checklist, types of transitions, 5 reasons transitions fail, pre-sale best practices, how to value your practice, and value & leverage drivers. The program emphasizes the “Merge, Monetize, and Multiply” framework, which helps lawyers create sustainable post-retirement revenue streams, maintain client relationships and utilizing of-counsel agreements.

Learning Objectives:

• Evaluate transition options — sale, internal transfer, wind-down, or merger — and determine which approach best fits their financial and personal goals

• Apply valuation methodologies (multiples of earnings, gross revenue, EBITDA) to assess the fair market value of a law practice

• Recognize common pitfalls in practice transitions and adopt proactive strategies to mitigate risk, client attrition, and deal breakdowns

• Navigate ethical rules (ABA Model Rule 1.17 and Rule 1.5(e)) governing the sale of a practice, confidentiality obligations, and fee-sharing

• Leverage professional advisors (intermediaries, M&A counsel, tax and estate planners) to ensure smooth transactions and maximize firm value

Mr. Gertsburg has been a practicing attorney for over twenty years. His early career was spent with two large regional business law firms, where he represented private and publicly- traded companies and non-profit organizations of all sizes, as well as their owners.

Practice Areas: Business Law, Law Practice Management

Offered In: California (CA)

Course Expiration: 08/21/2030 Original Production Date: 08/21/2025
Run Time: 1:15:00

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“The Lion, the Polygamist and the Biofuel Scam,” was a title of a recent Wired article. An L.A. Aremnian mafia kingpin and a polygamous Mormon engineer joined forces with a crooked Beverly Hills lawyer in a renewable fuel tax credit fraud scheme that bilked taxpayers out of $1 billion dollars in clean-energy tax subsidies.

Tax cheats like this rake in billions at the expense of honest taxpayers – over the last decade there has been a $1 Trillion tax gap in our country. Some of it was underpaid, some was due to non-filing and almost $800 Billion was lost due to under reporting or straight out fraud. In this CLE, Neal Roberts will walk you through submitting a whistleblower claim to the IRS. Main topics covered: the history & background of IRS Whistleblower Law, the legal framework of IRS whistleblower laws and the structure of IRS Form 211. Additional subjects: taxes collected, the voluntary compliance rate, how we get the tax gap, IRS whistleblower award amounts 26 U.S.C. § 7623(b), who must file the Foreign Bank Account Report (FBAR), FBAR e-Filing Method, the Swiss Bank UBS Whistleblower Scandal, the Offshore Voluntary Disclosure Program (OVDP), transfer pricing (market-based, cost-based & Transactional Net Margin Method), the $3.4 billion GlaxoSmithKline PLC “transfer pricing” tax dispute and filing multiple TCRs.

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

Practice Areas: Business Law, Taxation

Offered In: California (CA)

Course Expiration: 03/30/2030 Original Production Date: 03/03/2025
Run Time: 1:00:00

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"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." - Mark Twain

Implicit bias is a hard-wired cognitive shortcut that is the brain's way of simplifying a very complex world. This mental crutch helps us make snap judgements to quickly assess potential dangers in our environment. But this same unconscious bias can lead to bad decisions that violate an attorneys' ethical duties of Competence, Communication & Diligence. It can also lead to bad press for law firms, malpractice lawsuits and possibly disbarment. In this CLE, Danny Howell will mainly cover the ABA & state response to combatting implicit bias, the types of unconscious bias that create ethical risks for attorneys, ABA Ethics Opinion 500, bias against persons with disabilities and the fact that a 1 hour implicit bias CLE is not enough. Further topics of discussion: confirmation bias, cultural bias, affinity bias, sunk cost bias, accent bias, the EEOC & mental health conditions, faulty assumptions, the circle of trust, mentoring, expanding your circle and following the leaders. Ethical Rules discussed: Rule 1.1, Rule 3.1, Rule 5.1 & Rule 8.4(d).

Danny Howell has been representing attorneys in professional liability suits, bar investigations and complaints and disbarment actions before the federal courts and the United States Patent & Trademark Office, for over 25 years.

Specialty Areas: Implicit Bias

Practice Areas: Implicit Bias

Offered In: California (CA)

Course Expiration: 11/28/2028 Original Production Date: 11/28/2023
Run Time: 1:00:00

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"I'm a creep, I'm a weirdo. What the hell am I doing here? I don't belong here." Poignant words penned by Thom Yorke of Radiohead while at university in the late 1980s - and possibly the most eloquent expression of impostor syndrome.

Brian S. Quinn was a young lawyer. Fresh out of law school. What started as an exciting day with his mentor at trial - ended with Brian watching his mentor leave the courthouse in a body bag. Worse yet, fellow attorneys then taunted Brian to the point he lost his confidence he eventually felt like he didn't belong - to the point he developed impostor syndrome and began to self-medicate. When the feelings of self-doubt and personal incompetence overwhelmed him, it led to theft from clients, stints in jail and the eventual loss of his law license. Brian shares his story and will talk about three main subjects: normalizing help, Impostor Syndrome & attorneys and trauma centered Impostor Syndrome. Additional topics: Lawyer Assistance Programs, confidentiality, services, ethical exceptions, studies on mental health & impairment, causes, frequency, the 5 personality types, what law firms & attorneys can do, stress vs. distress, a chance for success and being resilient.

Brian S. Quinn maintains a private practice and currently serves as the Education and Outreach Coordinator for LCL of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, drug addiction and mental health disorders.

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

Offered In: California (CA)

Course Expiration: 07/22/2027 Original Production Date: 07/22/2022
Run Time: 1:00:00

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Implicit bias is a hidden bias, wired into our brains over millions of years. A cognitive shortcut, this unconscious and unintentional bias aids the brain in quick decision-making and information processing.

Unfortunately for lawyers, this cognitive shortcut also leads to unintended biases regarding race, ethnicity, gender identity and other characteristics and undermines the public's confidence in the equal application of our laws. In this poignant CLE, civil rights attorney Geeta N. Kapur delves into how implicit bias manifests itself in lawyers and the law - from the courtroom to the tax code. Geeta will introduce the neuroscience behind implicit bias, present legal case examples involving implicit bias and provide examples of implicit bias in specific legal practice areas including criminal, property and drug law. She will conclude by providing concrete action steps lawyers can take to overcome implicit bias. Also discussed: the amygdala, Ingroup & Outgroup bias, weapon bias (tool vs. gun), defense attorneys & their clients, judges, jury selection and educating yourself.

A native of Kenya, Geeta N. Kapur is a civil rights attorney and alumna of UNC-Chapel Hill School of Law. She is the author of, "To Drink from the Well: The Struggle for Racial Equality at the Nation's Oldest Public University."

Specialty Areas: Implicit Bias

Practice Areas: Elimination of Bias, Implicit Bias

Offered In: California (CA)

Course Expiration: 12/28/2026 Original Production Date: 12/28/2021
Run Time: 1:00:06

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Are you biased? Nobody thinks they are biased – but every person has hidden, unconscious bias wired into our brains. Implicit bias is a subtle cognitive process that starts in the amygdala and affects the way we process information and formulate decisions.

Mike Wakshull will introduce you to the neuroscience of unconscious, implicit bias and how this cognitive bias leads to errors during trial. The course will focus on attorney & judge decision-making and implicit bias in forensic sciences and expert witnesses. Mike will conclude by providing potential solutions for attorneys to overcome these hidden biases. Additional issues discussed include stereotypes, confirmation bias, sources of bias, how implicit bias leads to false results, personal appearance & bias, contextual bias, confirmation bias, juries & heuristics, telling stories, familiarity & human error and expert methodology. After this course you will be able to recognize & reduce your biases, know how to counter the opposition's biases, determine if the forensic examiner's report is biased, recognize the effects of bias on forensic examiners' opinions and learn how biases impacts juries.

A court-qualified forensic document examiner, Michael N. Wakshull has been involved in the Forensic Document Examination arena since 2010 and belongs to a number of Document Examination Associations.

Specialty Areas: Implicit Bias

Practice Areas: Implicit Bias

Offered In: California (CA)

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

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Trial as the ultimate performance art - where human conflict, archetypes & universal truths provide the greatest theatre. The true masters of the courtroom know how to seduce, influence and persuade while weaving a compelling narrative to present their client's story to the jury.

From psychological techniques & mental hacks to embracing the stress & being a magnetic leader, Jennifer B. Gardner shares her most poignant courtroom experiences to help you conquer the gauntlet known as trial. Jennifer will mainly provide insights into: persuasion fundamentals, storytelling basics, crafting a compelling narrative, leading & influencing the jury, winning the mental game of trial, mindset hacks and tech tips for maximizing your creativity & productivity. Additional avenues of thought: expanding the role of lawyer from advocate to leader, new ways of thinking about an old profession, the neuroscience of decision making, becoming a charismatic leader, visualization, projecting with your heart, thinking on your feet.. and breathing.

Jennifer B. Gardner has served clients in criminal and civil legal disputes since 1987 as a trial lawyer in Los Angeles since 1992. A proud graduate of the Trial Lawyers College, Jennifer is also a writer, a speaker and magnetic courtroom presence.

Practice Areas: Criminal Law, Litigation, Personal Injury

Offered In: California (CA)

Course Expiration: 07/23/2026 Original Production Date: 07/23/2021
Run Time: 1:00:03

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From Mullets on the Go to the KFC Colonel’s Secret Recipe – and even MLB’s Lena Blackburne Rubbing Mud for baseballs– you won’t find a more entertaining CLE. This course features intellectual property attorneys Eric Hanscom and David Branfman, who provide practical guidance for attorneys counseling clients on patent and trade secret protection. Drawing from decades of experience, the presenters explain the distinctions between utility and design patents, the benefits and limitations of provisional applications and the strategic application of trade secrets. Through numerous entertaining case studies and real client stories, this session offers insights into leveraging multiple IP tools effectively. The discussion includes legal requirements, enforcement risks, best practices and how to advise clients based on business goals and budget constraints.

Learning Objectives:

• Understand the distinctions between utility, design, and provisional patents.

• Identify when trade secrets are preferable over patent protection.

• Recognize how trademarks, trade dress, and patents can work in tandem.

• Evaluate common IP pitfalls and missteps made by clients.

• Apply legal and strategic considerations to IP planning and protection.

• Develop trade secret protection plans and understand their legal foundations.

• Analyze real-world examples to understand the practical application of IP law.

Patent attorney Eric Hanscom is actively involved in overseeing IP litigation, contract negotiation and customs issues around the globe. David Branfman’s IP practice focuses on entertainment law, including trademarks, copyrights, trade secrets, licensing, motion pictures & TV and music.

Practice Areas: Business Law, Intellectual Property

Offered In: California (CA)

Course Expiration: 05/31/2030 Original Production Date: 05/31/2025
Run Time: 1:00:00

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Question. You are a first year associate and you are about to tackle your first consumer bankruptcy - what do you need to know? From dischargeability issues to how the bankruptcy will be filed in court, consumer bankruptcy cases present many novel issues for new and non-bankruptcy attorneys.

Carlos Cuevas and Frank J. Corigliano will provide a frank and practical discussion of the key points you need to be aware of at the outset of the case. In this broad ranging discussion they will mainly address how Chapters 7 & 13 apply in consumer bankruptcy cases, the § 362 Automatic Stay and important practice points for consumer bankruptcies. Carlos and Frank will also cover: bankruptcy myths & truths, the main exemptions, protecting the car & house, the state vs. federal aspect of bankruptcy, knowing the client’s property, ethical duties, § 707(b) - Substantial Abuse, unfilled tax returns, real estate, denial of discharge, liens, §362(A)(1), § 362(B)(2) & child support, § 362(A)(4), §362(A)(5), § 362(A)(6), § 362(K)(1) & damages, § 362(B)(1), § 362(B)(2), the Rooker-Feldman doctrine, lifting the automatic stay and loss mitigation.

For more than 25 years, Carlos J. Cuevas has been providing frank bankruptcy advice for individuals and business owners in New York. Practicing debt relief, bankruptcy, real estate, commercial litigation, family law & criminal defense in North Carolina, Frank J. Corigliano has over 20 years of legal experience.§

Practice Areas: Bankruptcy

Offered In: California (CA)

Course Expiration: 10/01/2026 Original Production Date: 10/01/2021
Run Time: 1:00:06

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Fur coats, fancy cars and crypto - all property of the estate. Personal Injury award for a traumatic brain injury... not quite so clear. Homestead Exemption - is State or Federal better for your client?

The first 10 minutes are the most crucial. That first meeting when you sit down and ask the client the important, tough questions. But do you know the questions to ask to avoid headache later in the case? Carlos & Frank will analyze some of the most important aspects of the bankruptcy case: client intake, property of the estate and bankruptcy exemptions. Specific issues covered: key questions to ask the client at intake, personal & real property, fancy cars, station wagons, heirlooms, banking & savings, Tesla stock, cryptocurrency, LLC interests, property interests, engagement ring, homestead exemption, motor vehicle exemption, jewelry, life insurance, wild card exemption, home health aides, social security, alimony, pension plans, injury awards, Murphy's Law and setting fees.

For more than 25 years, Carlos J. Cuevas has been providing frank bankruptcy advice for individuals and business owners in New York. Practicing debt relief, bankruptcy, real estate, commercial litigation, family law & criminal defense in North Carolina, Frank J. Corigliano has over 20 years of legal experience.

Practice Areas: Bankruptcy

Offered In: California (CA)

Course Expiration: 03/21/2027 Original Production Date: 03/21/2022
Run Time: 1:00:00

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Intellectual Property (IP) is one of the greatest sources of value creation in the business world – but it is also one of the most underutilized & under protected. While up to 90% of company value is linked to intellectual capital, most businesses still fail to adequately protect their IP.

Presented by Kirby Drake, this CLE program will help non-IP practitioners spot IP issues that often arise in their client’s businesses. The course will mainly focus on trademark & trade secret law and also touch on common copyright & patent issues. Kirby will conclude the program by presenting two hypothetical scenarios & providing in-depth analysis on real world IP issues so you can better assist your clients protect possibly the most valuable component of their businesses. Additional topics: types of trademarks, benefits of registering a trademark, what makes a strong trademark, common trademark pitfalls, failure to adequately select an enforceable TM, copyright rights, pitfalls with provisional patent applications, patent misconceptions, improperly written patent applications, protectable trade secrets, trade secret considerations and “reasonable measures” businesses must take to protect trade secrets.

Kirby Drake has focused her efforts on helping clients successfully navigate their intellectual property (IP) challenges. A registered patent attorney, Kirby enjoys being an advisor to clients when they need assistance in identifying, protecting, and leveraging their IP.

Practice Areas: Business Law, Intellectual Property

Offered In: California (CA)

Course Expiration: 08/21/2029 Original Production Date: 08/21/2024
Run Time: 1:00:00

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Retirement assets such as IRAs, 401(k)s, and other tax-deferred accounts often represent a significant portion of a client’s estate, yet they remain one of the most commonly misunderstood components of estate planning. This program provides estate planning attorneys with a comprehensive, practical framework for integrating retirement assets into sophisticated estate plans while navigating the complex and evolving tax rules that govern their administration.

The course begins by examining the fundamental differences between individual income taxation and fiduciary income taxation, including the distributable net income (DNI) regime and its critical role in minimizing exposure to compressed trust tax brackets. The program then explores the far-reaching impact of the SECURE Act and SECURE 2.0, with particular emphasis on the elimination of the “stretch” IRA for most beneficiaries, the categorization of designated and eligible designated beneficiaries, and the application of required minimum distribution (RMD) rules to inherited retirement accounts. Through detailed analysis of beneficiary designations, trust structures (including conduit, accumulation, and applicable multi-beneficiary trusts), and post-death administration issues, attendees will learn how to avoid common planning pitfalls and align retirement asset planning with client objectives.

The course concludes with an in-depth discussion of advanced tax planning strategies, including income-shifting techniques, administration of inherited IRAs, and the most tax-efficient methods for gifting retirement assets to charitable organizations.

After completing this program, participants will be able to:

* Explain the income tax treatment of retirement assets in estate planning, including the differences between individual (Form 1040) and fiduciary (Form 1041) taxation and the role of distributable net income (DNI).

* Analyze the impact of the SECURE Act and SECURE 2.0 on retirement asset planning, including changes to required minimum distributions, beneficiary classifications, and the loss of the traditional stretch IRA.

* Identify the legal and tax consequences of various beneficiary designations, including designated beneficiaries, eligible designated beneficiaries, and non-designated beneficiaries.

* Evaluate the use of trusts as beneficiaries of retirement accounts, including conduit trusts, accumulation trusts, and applicable multi-beneficiary trusts, and their effect on taxation and distribution timing.

* Apply practical strategies for administering inherited IRAs and minimizing income tax exposure for beneficiaries.

* Assess the advantages, limitations, and tax efficiency of charitable giving strategies involving retirement assets, including qualified charitable distributions and beneficiary designation techniques.

LaCasse is an of counsel attorney whose practice focuses on estate, business and tax planning, administration of decedents' estates including trust and probate administration, and various business matters such as creation, administration, governance and succession of entities.

Practice Areas: Trusts and Estates

Offered In: California (CA)

Course Expiration: 01/26/2031 Original Production Date: 01/26/2026
Run Time: 1:42:41

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A new roof? A new elevator? If a landlord buys and hangs a giant oil painting of Donald Trump in the lobby can the landlord pass through the cost to tenants? These are just some of the important questions to ask & practical points to consider before signing an office lease.

And while the legal landscape of negotiating commercial office leases is constantly evolving, many of the same issues continue to arise for landlords & tenants. Grant & Todd will share their wisdom gleaned from years of experience in the commercial real estate market and they will mainly cover: the basic provisions of standard triple net office lease, Common Area Maintenance (CAMs) expenses & exclusions and often overlooked contractual & practical aspects of the lease. Additional subjects: SNDA Agreements (subordination, non-disturbance & attornment), BOMA (Building Owners and Managers Association) & measuring base rents, using CPI language, lease terms, tenants & flexibility, landlords & certainty, defining common areas, exclusions from Common Area costs, work letters & tenant improvements, Force Majeure clauses and issues arising out of assignment & subletting.

A partner at Duane Morris, Grant Puleo, Esq., focuses his practice on a wide variety of real estate, finance and business transactions. Todd Bulich, Esq., is the President of the Todd Bulich Real Estate Company, Inc., which exclusively represents top-tier law firms with respect to their commercial property.

Practice Areas: Business Law, Real Property

Offered In: California (CA)

Course Expiration: 10/25/2029 Original Production Date: 10/25/2024
Run Time: 2:00:00

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I’m ok. I can work this out for myself. I’m not like a “real” alcoholic anyway. I want help but I don’t want anyone to know. Will I be reported for discipline if I seek assistance?

Does this sound familiar? There is a misconception among lawyers that only people who have “hit bottom” need or ask for help. The statistics say otherwise as recent surveys indicate that the overwhelming majority of attorneys feel that they have suffered negative mental health consequences as a result of their chosen profession. Led by Brian S. Quinn, Esq., this CLE will share strategies that work when you approach someone you feel may be in distress or impaired.

Learning Objectives:

• Recognize that 1 in 3 legal professionals will struggle with substance use and/or a mental health disorder at some point in their legal careers.

• Spot the signs of impairment and learn the "Motivational Interventions" approach that yields results and saves lives.

• Differentiate between stress and distress and learn how social isolation negatively affects your well-being.

• Utilize the confidential, free, safe and supportive services that are available through the Lawyers Assistance Programs (LAPs) throughout the United States.

• Identify the barriers that exist that prevent lawyers and judges from asking for help with an alcohol or substance misuse or mental health disorder.

• Learn the parameters of Rule of Professional Conduct 8.3 (c) – and the safe harbor that it provides to protect attorneys working with an approved Lawyers Assistance Program or who contact a lawyers assistance program on behalf of an attorney or judge who is struggling.

Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for Lawyers Concerned for Lawyers of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, drug addiction and mental health disorders.

Specialty Areas: Prevention & Detection Competence

Practice Areas: Prevention & Detection Competence, Substance Abuse

Offered In: California (CA)

Course Expiration: 06/09/2030 Original Production Date: 06/09/2025
Run Time: 1:00:00

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This CLE course offers legal professionals an in-depth examination of the complex and rapidly evolving regulatory landscape surrounding money transmitter licensing (MTL) and cryptocurrency businesses. Through detailed case studies and statutory analysis, attorneys will gain practical insights into the legal obligations imposed on financial services providers operating in traditional and digital asset spaces.

The course begins by defining a “money transmitter” and outlining the foundational legal principles that apply to money services businesses (MSBs). It then explores the regulatory requirements imposed by the FinCEN and state regulators, using real-world enforcement actions — such as those involving Coinstar, Ripple Labs, Sigue Corporation, and Block Inc. — to highlight the legal and financial risks of non-compliance. The training also examines the specific compliance burdens facing cryptocurrency companies, including licensing requirements like BitLicenses, ongoing AML/BSA obligations, and emerging legislation like California’s Digital Financial Assets Law (DFAL). Finally, the course concludes with a look at how artificial intelligence (AI) is streamlining the licensing process and regulatory compliance.

Learning Objectives:

• Define what constitutes a money transmitter under federal and state law

• Identify state-specific licensing requirements for cryptocurrency companies

• Analyze key enforcement actions and understand their implications for compliance

• Understand licensing prerequisites, including financial, operational & documentation standards

• Apply knowledge of ongoing maintenance requirements for MTLs and crypto licenses

• Evaluate how AI and technology are transforming licensing and compliance workflows

Molly Siems Cavanaugh, Esq., has a diverse background in business development, channel sales, and strategic planning that has honed her ability to identify market opportunities, develop innovative strategies and execute with precision. The CEO of Brico, Snigdha Kumar has over 10 years of experience working in FinTech in operations, strategy, partnerships and consulting roles, including investing, banking, cash advance, savings and payments.

Practice Areas: Business Law

Offered In: California (CA)

Course Expiration: 08/09/2030 Original Production Date: 08/09/2025
Run Time: 1:00:00

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Ask almost any kid what they're going to do when they grow up. YouTuber and Influencer will be two of the top answers.

Yes, Logan Paul might make your stomach sick. But he leveraged his social media influence to sell his energy drink Prime to Coca-Cola for $10 Billion - after only 9 months in existence. Influencers wield increasingly more power in the marketplace & advertising in our new Tik Tok, Instagram and Threads world. Rob Laplaca will introduce you to the world of social media influencers and the legal issues for companies that utilize them to sell their products and represent their brands. Main topics: Characteristics + Regulations, Endorsements + Mandatory Disclosures, Penalties, Recent Enforcement Actions and Influencer Contract Provisions. Additional points of discussion: fake followers & posts, the FTC Act, FTC Guidelines, reviews & testimony, tags, pins, likes, "material connection," seen & understood, civil liability and typical FTC Orders. Enforcement actions discussed: Roomster, Amazon, Fashion Nova, Teami, Lord & Taylor, Kim Kardashian and Tom Brady & FTX Crypto.

Rob represents promotional marketing agencies and major brands, including food and beverage, retail, entertainment and personal care in a variety of nationwide marketing activities from traditional promotions and offers to social media, in-app and other on-line programs.

Practice Areas: Business Law, Intellectual Property

Offered In: California (CA)

Course Expiration: 07/07/2028 Original Production Date: 07/07/2023
Run Time: 1:15:00

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It’s been called the greatest wealth transfer in history: nearly $124 trillion in assets is set to change hands through 2048, according to estimates. Much of this wealth will transfer when businesses change ownership.

This CLE course provides attorneys with a comprehensive overview of the critical legal issues involved in business succession planning. Led by attorney Patrick A. Klingborg, the session focuses on planning strategies that address ownership transitions triggered by retirement, disability or death. The course explores both external and internal succession pathways, including the use of Buy-Sell Agreements and succession planning for solo practitioners. Participants will gain insights into ethical considerations, tax implications and practical documentation to minimize disruptions and preserve business value. Real-world examples and relevant statutes are highlighted throughout to ensure attorneys are prepared to advise clients with clarity and legal precision.

Learning Objectives:

• Identify and evaluate common triggers and motivations behind business succession planning

• Distinguish between internal and external succession strategies and understand their legal implications

• Draft or assess Buy-Sell Agreements with attention to valuation, funding, and exit structures

• Advise clients on tax, ethical, and operational issues during ownership transitions

• Develop contingency plans for businesses lacking a formal succession strategy

Patrick Klingborg helps clients with starting a business, investing in a business, buying or selling a business (M&A) and a wide variety of major commercial transactions. He received his Bachelor of Arts from UC San Diego and his law degree from University of San Diego School of Law.

Practice Areas: Trusts and Estates

Offered In: California (CA)

Course Expiration: 07/14/2030 Original Production Date: 07/14/2025
Run Time: 1:15:00

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In this detailed & comprehensive CLE program, malpractice attorney William McCaffery discusses the elements, claims and defenses involved in legal malpractice actions. Mr. McCaffery begins the program by covering malpractice statistics, then discusses negligence, proximate cause & damages and concludes by covering the main defenses, additional courses of actions and procedural matters involved in a legal malpractice claim. Defenses include Privity. Standing, Professional Judgment Rule, Subsequent Representation, Speculative Damages, Collectability, Statute of Limitations, Res Judicata/Claim Preclusion, Collateral Estoppel/Issue Preclusion and Prematurity. Additional causes of action: Fraud, Emotional Distress, Concealment of Malpractice, Ethical Violations and Punitive Damages. Concluding considerations: Expert Witness Requirements, Pre-Judgment Interest, Prior Settlement, Other Liable Parties and Consent to Settlement Provisions.

Specialty Areas: Legal Ethics

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

Offered In: California (CA)

Course Expiration: 03/15/2029 Original Production Date: 03/15/2024
Run Time: 1:15:00

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