Colorado bundle
Get all 45 of your on-demand Colorado credits with this compliance bundle.
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All Colorado bundles include all of your on-demand Colorado CLE requirements:
- 38 General credits
- 5.5 Ethics credits
- 1 Equity, diversity, and inclusivity credit
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1st Amendment Update
While the First Amendment is most commonly associated with "free speech,” there are five distinct freedoms guaranteed by the First Amendment: freedom of speech, freedom of press, freedom of assembly, freedom to petition the government for redress of grievances, and the prohibition of an establishment of a state religion in America. These limitations on government power over individual expression and association stand at the core of the American conception civil liberties, to such an extent that we often disregard them in our day to day lives. In this course, the celebrated retired civil rights attorney Samuel B. Cohen will explore the historical purposes and present applications of the First Amendment, showing the evolution of original concepts and the ways the law has adapted to meet new concerns in light of First Amendment rights. He will provide guidance for identifying and pleading First Amendment issues in litigation, as well as talking points for discussing the First Amendment with non-lawyers.
5G Small Cells in the Public Rights-of-Way
The term “5G” has become ubiquitous in recent months, appearing in everything from technology news reports and discussions on national security to wireless carrier advertising campaigns. Along with widespread marketing campaigns has come a crush of land use applications by carriers seeking to install small cell facilities in the public rights-of-way as well as to upgrade existing rooftop and tower sites with 5G equipment. This has caused concern and anxiety among many local land-use officials who are unsure of how to handle the expanded number of applications. This course begins with a brief overview of the wireless telecommunications space. We then dive right into current developments in the telecommunications industry, including new and updated federal laws and regulations, and how they impact a local jurisdiction’s capacity to manage its own rights-of-way, and to draft land use regulations that hold up against federal telecommunications preemptions. This course will benefit municipal, county and state level attorneys, local land use boards and their counsel, zoning board attorneys, as well as county and state counsel and private land owners with cell towers on their property: that is, it will benefit anyone who deals with wireless communications facilities on a proprietary or regulatory level.
Advanced Space Law: Managing Commercial Human Spaceflight Liability
This course will review the practical and legal principles involved in determining whether, and to what extent, space flight participants can recover from commercial human spaceflight companies for injury or death. It will cover common definitions, including commercial spaceflight operators and participants, state and federal statutes, and common law doctrine. It will then provide frameworks for weighing factors that may come into play when negligence occurs in commercial spaceflight.
Antitrust 101: Everything You Need to Know About When to Hire an Antitrust Lawyer
Antitrust law blends complex, high stakes litigation with economics. You don’t need to be an expert in antitrust law to serve your clients—but you do need to know enough about antitrust law to know when it could be an issue. This course covers the basics of antitrust law, from cartels to mergers.
Construction Contracts
In this course you will learn the basics of construction contracts and key terms that are often included agreements. We will address key payment provisions that should be carefully considered and evaluated in contracts as well as dispute resolution options and how to best draft them to suit individual needs. We will also cover the types of key disclosures to make in construction contracts to stay in compliance with state regulations.
Copyright Issues: Google v Oracle
This course will provide an overview of copyright law following the U.S. Supreme Court decision in Google v. Oracle. This course will discuss what happened in Google v. Oracle, address several cases that have been or may be implicated following Google v. Oracle, and then cover issues that remain to be resolved following Google v. Oracle.
Creating Justice for All: Engaging in Pro Bono Representation
Attorneys are constantly facing demands on their time from courts and clients. With all these responsibilities, who could possibly find time to fit in a pro bono case? This presentation will discuss the importance of pro bono representation, explain the numerous opportunities for both short and long term pro bono representation, and provide some ethics considerations and practice tips for those who want to get started.
Cyber Security for Law Firms 101
Cyber security issues across numerous industries have been hard to miss in recent years and law firms are no exception. In this introductory discussion, we’ll talk about the basics of cyber security as it pertains to law firms. Along the way, we’ll discuss the wide array of threats to law firm and client data, electronic scams, tricks and the consequences that can come with them, as well as the steps to take in order to prepare for the next inevitable attack.
Cybersecurity Work From Home
For some time, 21st Century workers have had access to a huge set of sensitive electronic information – some reflecting proprietary company information and a broad swath of it containing private information as to individual customers and workers. Now, with widespread Working From Home (WFH) wrought by the pandemic, cybersecurity is more important than ever. Every modern organization/client, in-house legal department and law firm needs to train and monitor workers as to a wide range of key do’s and don’ts. This action-packed webinar will cover a host of practical tips relating to: 1) physical security; 2) data security; and 3) video and audio calls over the web. The presenter, a nationally recognized lawyer, technologist and educator, will also provide an overview of what to do in the throes of an incident in which data appears to have been compromised.
Domestic Violence and Sports
Domestic violence and sexual violence allegations against professional sports players have appeared frequently in the headlines in the last several years – as have accusations that player’s governing organizations have failed to address or prevent these incidents. This course will explore the various legal systems and mechanisms that might be at play when a professional athlete is accused of domestic violence, the various approaches that the player’s organizations have taken to address and prevent domestic violence within player’s contracts and collective bargaining agreements, and takeaways for attorneys who might become involved in these cases.
Ensuring Access to Justice for Neurodivergent People
No two brains are the same. An estimated 1 in 7 people are neurodivergent, including those with autism, ADHD, mental health disabilities, learning disabilities, intellectual disabilities or acquired brain differences. Given this prevalence, why are conversations around neurodiversity nonetheless so difficult, especially in the context of law practice? How can we dismantle the barriers for neurodiverse clients to ensure they have equitable access to justice? In this session, Haley will unpack the nuances of accommodations, ethical considerations for representing neurodivergent clients, navigating disclosure, advocating for ourselves and others, and building accessibility into our understanding of “inclusion” and access to justice. Come prepared for lightbulb moments, and leave feeling more empowered to tackle stigma.
Environmental Justice Policy and Advocacy Trends
In this program, Natural Resources Defense Council (NRDC) Senior Attorney and Managing Litigator Selena Kyle will introduce the concept of environmental justice and discuss trends in federal environmental justice policy and private environmental-justice advocacy. This program will use examples from the guest’s own impact litigation practice to illustrate current issues in environmental justice.
Federal Environmental Laws Affecting Land Use: An Overview
Climate change is the term on everyone’s tongue, but the 2021 Infrastructure Investment and Jobs Act, with its goals to half US carbon emissions by 2030 and become a net-zero emissions economy by 2050, is not the only major federal law that continues to shape land use in the United States. From the now defunct navigable waters protection in the 1899 Rivers and Harbors Act to the alive and kicking 1973 Endangered Species Act, a web of evolving laws and regulations touches upon every square inch of land in the country. This course offers an overview of the federal framework for such laws, including enforcing agencies (Hint: It’s not just the EPA) and their more detailed regulations interpreting the laws. We will also touch upon the big 6: Clean Water Act, Clean Air Act, CERCLA, Coastal Zone Management Act, the National Environmental Policy Act (NEPA), and the Endangered Species Act. Finally, we conclude with historical context, including former president, Teddy Roosevelt, and how Rachel Carlson’s Silent Spring galvanized the nascent environmental movement in the United States and led to many of the subsequently adopted laws.
Gender Identity and Sexual Orientation Discrimination in the Workplace
Given the US Supreme Court ruling of Bostock v Clayton County, Georgia, decided June 15, 2020, employers, employees and employment law attorneys need to understand the heightened protections afforded employees in the workplace based on gender identity and sexual orientation.
Get Off My Lawn: Patent Litigation and the Right to Exclude
Own a patent, now what? Only patent owners can enforce their right to exclude others from making, using, selling, or offering to sell their invention. In this introduction to patent litigation, we breakdown the major steps necessary to file and pursue a patent infringement complaint in U.S. district court. We also discuss the importance of claim construction and selecting the right forum. Participants in this course will gain a general understanding of the key step when enforcing a patent owner’s right to exclude.
Getting To Know The ADA: Helping Your Disabled Clients Succeed With Their Employment Discrimination Claims
This course surveys federal law as it relates to people with disabilities—specifically, you will learn about the protections provided to disabled persons under the Americans with Disabilities Act (ADA). This CLE course is the first of a two-part series. The primary focus of Part I is to provide an overview of the ADA’s non-discrimination provisions as they apply to employers, government entities, and public accommodations. Then, the focus of Part I will be on employment discrimination under Title I of the ADA. The course will provide attorneys with a working knowledge of Title I to better represent clients who face employment discrimination on the basis of disability.
Great Lawyers Know the Judge: The Law, Ethics, and Effectiveness of Lawyers' Interactions with Judges
A well-known legal aphorism states that while a good lawyer knows the law, a great lawyer knows the judge. Kidding aside, in order to be successful, a litigator must routinely have positive interactions with judges. This course will explore ways lawyers can improve their interactions with judges without running afoul of legal and ethical rules that limit the ways that lawyers and judges can interact with one another. Among the topics that will be discussed are MCLE classes and bar receptions, social media, courtroom advocacy and social hospitality.
How to Conduct Effective Lease Due Diligence for M&A Transactions
In a vast majority of M&A transactions, the real estate component of the transaction may not sink a deal. However, it is an important component of the whole transaction. This course will focus on how to effectively review a lease in connection with a M&A transaction so that (i) the transaction is not held up or delayed by an aggressive landlord, and (ii) the acquiring company is not left with fewer rights and more obligations than what the acquiring company contemplated. The issues covered in this course apply to all types of leases – offices, retail and warehouse. This course will be beneficial to both new attorneys and the experienced practitioner.
IOLTA 101: Ethically Handling Your Trust Account To Avoid Disciplinary Concerns
Mismanaging an IOLTA account is one of the primary reasons that attorneys find themselves in disciplinary hot water, and misconduct, even if “innocent,” can lead to discipline, including loss of the ability to practice. In many cases, the attorney involved has never been trained how to handle a trust account, and does not know the best practices for handling one. In this program, attendees will learn about the relevant Rules of Professional Conduct, particularly Rule 1.15, and best practices for handling client and other funds in their IOLTA accounts.
Knowledge is Power: Know Your Rights and Responsibilities as a Private Business Owner
In this program, you will learn about the sources of a private business owner’s rights and responsibilities, fiduciary duties and how they play out in real business ownership disputes. We will review the importance (or not) of written agreements, remedies to be aware of, and how to reduce and eliminate liability risk.
Lateral Moves and MRPC 1.10
The stars have all aligned. You have an attorney position to fill, and have found the perfect candidate with the right credentials, experience and book of business, who clears the initial conflicts checks (review of clients and matters on which the attorney is/was actively working). The attorney, looking for more interesting and meaningful work, better opportunities for advancement, and more money, has accepted your offer and is ready to start work. Your firm knows the value of having screening mechanisms in place, but even with all the “T”s crossed and “I”s dotted, the potential for a conflict of interest may arise. How can your firm implement an effective conflicts of interest screen and have some comfort in its effectiveness if and when the time comes to defend against a disqualification motion? During this course, we will consider how to build, implement and regulate effective screens for lateral hires.
Lawyer Happiness Is Not an Oxymoron: What Lawyers Need for a Fulfilling, Supportive Legal Practice
In this course, we will learn why lawyers experience greater overall rates of substance use and mental health issues than the general public. We will review how lawyers have been faring during the pandemic (using survey results), as well as best practices for improving lawyer well-being within an organization. Finally, this course will discuss the neuroscience of pleasure and provide tools for increasing pleasure in our lives. All of these lessons are tied to lawyers’ ethical duty to maintain well-being.
Legal Ethics and the First Amendment: What Lawyers Can & Can't Say
Do lawyers give up some of their First Amendment free speech rights when they are sworn into the bar? This course will enlighten lawyers who have been confused about what they can and can’t say publicly while complying with legal ethics rules. We will use real cases and the ABA Model Rules of Professional Conduct to explore where the line is with respect to lawyer advertising, trial publicity, statements to the media, political speech in the courtroom, criticism of judges, and more.
Legal Tech 101
With legal practice reforms enabling law firms to build their tech stacks and scale their services, coupled with the accelerating rate of innovation, now more than ever, embracing technology is necessary for legal practitioners to stay afloat in the era of digitalization. This 1-hour long CLE will explore how technology is the reshaping of key elements of the law firm business model and what lawyers can do to future-proof their practices and mitigate the problems that most firms and practitioners face today.
Leveling the Playing Field
National attention has addressed the pay gap for women. Beyond that, there is an information gap, a power and understanding gap, and common perceptions of femininity that have resulted in institutional disadvantages for female attorneys, especially litigators. This program exposes nationwide statistics regarding the wage gap between female and male attorneys and pays special focus to recent academic and bar association studies addressing gender differences in the profession. The course also addresses practical ways to overcome this gender gap, including negotiation strategies and skills to foster leadership and opportunities for professional development. The goal of this program is not just to raise awareness of the issue but to also offer its participants the opportunity to solve the problem.
Mediation Strategies—From Mediator Selection to Preparing for and Conducting the Mediation through to Completion
This 60 minute course discusses a variety of Mediation Strategies from selection to preparing for and conducting the mediation. This course will provide an in-depth discussion of the mediation process in order to provide a better understanding for the effective use of mediation as a tool.
NFL Contract Advisor: So You Want to be an Agent...
Welcome to NFL Contract Advisors – “So You Want To Be An Agent…” A big part of sports law is getting agents ready for the obligations of managing high-profile clients. And that’s where lawyers come in. NFL Contract Advisors covers NFLPA certification requirements, agent eligibility, standards of conduct and prohibited actions, key points of agent-player contracts and player-team contracts, and the NFL’s personal conduct policy. And most importantly, we’ll look at some recent episodes of “bad client behavior” in the NFL (aka – The 3 AM Phone Call). Stories include a mercurial QB skipping a game to party (in disguise) in Las Vegas, a star wide receiver allegedly throwing furniture off a 14th floor Florida condo balcony, the league’s highest-paid player bankrolling a dog fighting operation, and of course…“DeflateGate.”
OSHA Nuts & Bolts: Handling OSHA Audits and Litigating Citations
The Biden Administration’s proposed budget for the Occupational Safety and Health Administration (“OSHA”) seeks, among other things, funding to hire significantly more OSHA inspectors in 2022 and beyond. As businesses brace for aggressive enforcement in the coming years, this program is designed to help attorneys assist their clients through an OSHA investigation. You will hear from a former OSHA trial attorney while he reviews the investigation process from the opening conference through the issuance of citations. The program further addresses considerations attorneys need to be thinking about when advising clients on whether to settle or litigate OSHA citations. Often these important considerations include how OSHA citations will affect third party claims which may present significantly more liability than the OSHA penalties themselves. Moreover, the program discusses best practices during the investigation process and settlement strategies to achieve client objectives while minimizing risk of future repeat or willful violations.
Post-Covid Public Benefits: How to Protect Your Clients Amidst the Chaos
This program will focus on Workers Compensation, Social Security Disability Benefits, and Unemployment Benefits. After an overview of each program’s basics, we will begin with a recapturing public benefits policies from the Covid-19 Pandemic. We will review and assess the current state of these benefits programs in terms of both legal changes and operational changes. The final portion of the program will look at the political, global, and economic factors impacting these programs. We will focus on predicting the impacts on public benefits and proactive steps we can take to best prepare your clients.
Preparing for Mediation: Best Practices for Inhouse Counsel
Mediation is the parties’ process. So, it makes sense for inhouse counsel to spend time in advance to design the best process for each dispute. This program will address ways to bring recalcitrant parties to the table, mediator selection, and negotiation planning strategies.
Privacy & Data Security Challenges in Remote Work
At two years into the pandemic, remote work is still a fact of life for many employers and employees, and cyber threats continue to rise. What are the challenges in ensuring that employers’ privacy and security policies are compliant and effective in these circumstances? This program will review regulators’ current best practices and provide tools to help lawyers advise their clients on the cybersecurity and data privacy rules and principles essential in remote work environments.
Protect Yourself from Compassion Fatigue While Working with Clients in Trauma
Special care is needed when working with clients in trauma, both to support them and to protect yourself. This session covers the ways to prevent secondary trauma and compassion fatigue when working with clients in trauma, including how to maintain your equilibrium while hearing stories of trauma and tips on self-care during the interview and afterward. We will define the serious consequences that may arise for practitioners working with those in trauma and outline a well-being approach to prevent burnout, secondary traumatic stress, and vicarious trauma. This program will benefit practitioners who work with clients in trauma, including those in criminal law, family law, immigration law, employment law, and all those whose work, including pro bono work, touches on issues of trauma.
Rule 35 Mental Examinations
This course will teach you the fundamentals of using federal Civil Rule 35 to take mental examinations, a discovery technique commonly used in employment cases by management to have a mental health practitioner intrusively question the plaintiff. We will discuss who can attend such an examination, the uses and misuse of “garden variety” emotional distress, the role of the treater and the treater as a “hybrid” witness, the reports required of a forensic expert and treater, as well as psychological testing and the controversy over malingering and the Fake Bad Scale, and tax treatment of emotional distress damages. By the end of this course you should be able to answer the following questions: Must the plaintiff endeavor to mitigate emotional distress damages? Can the defense conduct an ex parte interview of plaintiff's treater? And can the defense require the plaintiff to be interviewed by a vocational rehabilitation professional?
The Clean Water Act: An Overview
In this introduction to the Federal Water Pollution Control Act (the “Clean Water Act”), 33 U.S.C. § 1251, et seq., we will address the Clean Water Act’s genesis and discuss how the Act has evolved since 1972. We will cover the legislative history, permitting requirements, and key definitions under the Clean Water Act. We will also discuss the recent decisions expanding the protections offered by the Clean Water Act and what this means for the environmental law practitioner.
The Doctor Will See (and Hear) You Now: Telehealth 101
Amidst a pandemic quickly turning endemic, people are learning the value and power of the virtual world, from education to work to healthcare. A doctor on vacation in Hawaii conducts a follow-up appointment with her 83-year-old cancer patient in New York City while a Florida Cardiologist checks in to see why his patient in Nevada has such a low heart rate at the moment. These are just some of the exciting ways that telehealth can benefit patients and providers, but what are the rules in this fast-changing environment? This course will provide you with the tools you need to advise your clients on the legal and regulatory aspects of telehealth from both a federal and state perspective.
The Evolution of Telehealth and Telepharmacy
Telehealth has exploded in recent years due to the COVID-19 public health emergency, although it has been around for a number of years. Similarly, telepharmacy is currently growing at a rapid pace, however, many states still have not adopted this practice yet or are not aligned with each other regarding the types of telepharmacy services that should be permissible. During this session, we will move through the timeline of how telehealth and telepharmacy first began, where the industries are now, and how much further we have to go. We cover the law, the practice, and the money to help stakeholders understand all considerations that are at play when thinking about telehealth and telepharmacy.
The Paper Chase: Practical Tips for Writing and Responding to Document Requests
While not the most glamorous part of litigation, document requests are a key method for obtaining winning evidence. This CLE covers writing and responding to document requests during the discovery phase of a lawsuit. Participants will learn practical tips they can implement in their own practices to draft effective document requests and think strategically when objecting and responding to document requests served on their clients. Participants will also gain insight into negotiating the scope of document requests and preparing for motion practice along the way, in case those negotiations break down.
The Role of the Court Interpreter in the Legal System
In a legal system where not everybody speaks English, court interpreters are crucial to overcome language barriers. This one-hour presentation is designed to provide attorneys with valuable information that will benefit their work with court interpreters during legal proceedings.
The Supreme Court and Religion
The Supreme Court decided three cases about religion in October Term 2021. One, Ramirez v. Collier, was statutory, interpreting the Religious Land Use and Institutional Persons Act. The other two – Carson v. Makin and Kennedy v. Bremerton School District – involved the First Amendment. This course will examine the key caselaw leading up to these most recent decisions and how significantly they have changed the way the Court interprets the freedom of religion.
Time Management for Lawyers
I once heard that the legal profession is like a pie-eating contest where the prize is more pie. As lawyers, the more work that you get done, the more pie, or work, that you are assigned. If young lawyers do not learn how to manage their time and case load effectively, this can be a source of stress, anxiety, and overwhelm throughout their entire careers. This presentation discusses what time management is, why lawyers should care about time management and discusses various methods and techniques lawyers can use to get organized. This course will discuss why multi-tasking is not effective, why procrastination seems so satisfying in the moment, and how to break the habit loops that can keep lawyers stuck. By the end of this presentation, the participants will have several tools to utilize to become more productive and manage their legal practice and lives more effectively.
Traveling Internationally With Digital Data: A Changing Legal Landscape for U.S. Border Searches
Have you ever thought about what is stored in your mobile phone, smartwatch, or laptop when you travel, and who can access that information? This course will address the current state of the law governing searches of international travelers’ electronic devices at the U.S. border. The course will then discuss the changing legal landscape in light of technological advancements in the amount of digital data that people carry with them when they travel.
Unfair, Deceptive, or Abusive Acts or Practices—I'll Know It When I See It
Welcome to Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). UDAAP is arguably the most important regulation in the mortgage industry. UDAAP impacts every other lending regulation (marketing, fair lending, licensing & communication) and it impacts every part of the lending cycle (advertising thru servicing closed loans.) What makes this regulation so difficult for mortgage lenders is that it is very subjective (“reasonable consumer” point of view) and is very difficult to defend against. So this is why it is critical for lending/real estate lawyers to understand how this regulation operates in practice.
U.S. Taxation of Capital Gains
This course will provide a basic introduction to U.S.capital gains taxation rules,such as the calculation and determination of basis, adjustments to basis, and gain or loss in the disposition of capital and noncapital assets.Itwill also interweave advanced U.S.capital gains taxation rules such as depreciation recapture, sale of foreign real property, sale of cryptocurrency assets, and other non-resident alien taxation for the sale of U.S.real property.Lastly, this course will highlight the primaryreporting forms and conjunctive tie-in forms needed to ensure a complete and accurate tax return filing forcapital gains transactions.
CLE bundle FAQs
What is included in Quimbee CLE compliance bundles?
Our compliance bundles include a selection of courses that will meet all of your reporting requirements. The number of courses included in each bundle corresponds to the number of credit hours required in each state.
How much time do I have to finish the courses in my compliance bundle?
Once you buy a compliance bundle, you can finish the courses at any time. You will have access to each purchased course until its accreditation expires.
What if I want to take a CLE course that isn't included in my bundle?
Unlock the courses in your bundle and any other course in our CLE library for just $199 a year with CLE Unlimited.
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Protect Yourself from Compassion Fatigue While Working with Clients in Trauma
Special care is needed when working with clients in trauma, both to support them and to protect yourself. This session covers the ways to prevent secondary trauma and compassion fatigue when working with clients in trauma, including how to maintain your equilibrium while hearing stories of trauma and tips on self-care during the interview and afterward. We will define the serious consequences that may arise for practitioners working with those in trauma and outline a well-being approach to prevent burnout, secondary traumatic stress, and vicarious trauma. This program will benefit practitioners who work with clients in trauma, including those in criminal law, family law, immigration law, employment law, and all those whose work, including pro bono work, touches on issues of trauma.
How Covid-19 Has Reshaped New Jersey's Landlord-Tenant Practice
The New Jersey judiciary handles tens of thousands of landlord-tenant cases every year. These cases touch many facets of life and law. Despite the volume and complexity of these cases, the practice of landlord-tenant remained largely the same since the 1970s. The COVID-19 pandemic changed this. In August 2021, the New Jersey Supreme Court ordered sweeping changes to the administration and adjudication of landlord-tenant cases. This discussion addresses these dramatic changes, the policy reasons underlying them and best practices for practitioners new to the field.
Confidentiality and Privilege: Common Misinterpretations and Misapplications of the Rules
This course will provide an overview of the Duty of Confidentiality under Model Rule 1.6 as well as privilege and work product rules. We will cover the legal basis of an exceptions to both confidentiality and privilege. This course will analyze the tests to apply and real world application, as well as exploring the overlap of the rules of evidence.
Professionalism: It's More than Being Ethical
This course is designed to teach young and aspiring lawyers the importance of professionalism. The legal profession is a noble profession in which lawyers represent the interests of their clients, but the manner in which lawyers converse with each other is critical to the success of the profession. The best compliment a lawyer can get is a future referral from a former adversary. Professionalism drives this result.
Opposing a Long Term Disability Company Doctor’s Report
The most probative piece of evidence a long term disability insurance company will present in a lawsuit regarding disability benefits is the report of the company’s doctor. This course will outline strategies to limit the weight given to such a report or to get the report thrown out entirely. We will cover attacks on the credibility of the insurance. company doctor, attacks on the opinion itself, and attacks on the methods used to arrive at those opinions.
How to Find and Use Location Information in Litigation
Determining the location of an individual at a specific point in time can make or break a case. You can use location data to present an alibi in defense, discredit a witness or party, show how long someone was on the road prior to a crash, establish where a digital contract was signed, and more. This unique webinar will show you how to find and use location data in your case. We will answer your live questions, and walk through realworld location analysis. You will come away knowing where to find data to support your case, as well as how to analyze some of the data yourself.
Introduction to Estate Planning
Estate planning is a common and needed area of legal services. The need is only growing. So are low cost and no cost non-attorney alternatives. Learn what a comprehensive estate plan is and the strategies only attorneys can provide, so that you can provide value to your clients and they ultimately leave your office with a manageable to-do list.
Alexa, are you spying on me? Using Smart Devices in Litigation
More and more homes contain smart devices: Amazon Alexa, Google Home, Nest Thermostat, Smart TVs, Roombas, and more. These devices store all kinds of activities and send that data to the cloud. This CLE explores the types of data available, looks at some cases where that data was used, and discusses the law regarding the collection of this type of data. Section 1 is an introduction to the CLE and covers some definitions relevant for the presentation. In Section 2, explore a variety of cases involving internet of things devices. In Section 3, attorneys will learn how to obtain data from various devices.
Irrevocable Trusts: When to Use Them, Drafting, and Other Considerations
This CLE will provide estate planners with an overview of irrevocable trusts and key considerations and challenges with these instruments. Estate planners use irrevocable trusts to protect assets and provide flexibility to adapt to changes in tax law, fluctuating asset values and other changing circumstances. When considering these types of trusts as part of an estate plan, counsel must grasp income and transfer tax rules, which assets can go into the trust, trustee restrictions, prohibitions on trustee powers, how to make distributions, and many other considerations. Planners can structure trusts to allow clients affected by estate or gift taxes to retain varying levels of control depending on that client’s situation and the applicable laws and regulations.
Drafting Collaboration Agreements for Small Businesses & Startups
Working well with others is one key to a successful business. Drafting strategically prepared collaboration agreements can be one of the most valuable services you can provide to your small business and startup clients. This course explains how to prepare for, and then draft agreements, collaboration agreements that will keep your clients’ businesses running effectively and keep them out of court.
Counseling the LLC Client
This presentation is not about how to comply with state law in order to organize and operate a business as an LLC. Instead, ideas and suggestions are offered on how to effectively counsel people who come to your office who want to create and operate their business as an LLC. Do they really know each other well enough? Do they really share the same goals? Do they really agree on how to handle finances and decision making? The content of this course is intended to help you help them make sure they are ready to successfully operate their business as an LLC.
Disability Law 101
Unfortunately, the uniqueness of social security disability law scares many new and curious legal practitioners away. A non-adversarial process lacking in both rules of evidence and rules of procedure, and with a unique government-regulated fee process, it can be both intimidating and confusing for newbies. This program, presented by national industry leader Michael Liner, will provide an overview of the medical and non-medical eligibility requirements of the Social Security Disability (SSD) and Supplemental Security Income (SSI) programs. The nonmedical criteria covered for will include quarters of coverage, insured status, as well as income and resource rules. The medical criteria to be covered includes the sequential evaluation, exertional categories, and common non-exertional limitations. The appeals/claims process will also be covered and explored.
The Anti-Money Laundering Act of 2020: Two Years Removed With More Questions Than Answers
The Anti-Money Laundering Act of 2020 (“AMLA”), passed by the United States Congress over a Presidential Veto, and as a part of the National Defense Authorization Act of FY 2020, is the first significant Anti-Money Laundering (“AML”) legislation passed since the PATRIOT Act in 2001. Several provisions from AMLA have far-reaching consequences for businesses. Foremost among them is the Corporate Transparency Act, which will require most small and medium businesses in the United States to submit information to the Financial Crimes Enforcement Network (“FinCEN”), which FinCEN will maintain in a database and will make available to certain law enforcement agencies and financial institutions. Although the applicable regulations are not yet finalized, law firms and their clients should be aware of (and planning for) these new requirements. Separately, AMLA also contains a provision regarding subpoenas served by the U.S. Department of Justice (“DOJ”) on U.S. financial institutions that that have foreign correspondent account relationships. Under AMLA, DOJ can request information relating to the foreign correspondent account, going far beyond activities in and through the United States. Possible consequences for failing to comply are significant fines on the U.S. financial institution and the foreign financial institution. Finally, FinCEN, in conjunction with other federal and state law enforcement authorities, issues an annual Priorities release, identifying particular AML areas of interest to law enforcement and regulators. Lawyers and their clients should be mindful of these items in the Priorities release, and build compliance and supervisory structures around them.
The Metaverse: Go Boldly Where None Has Gone Before—Intellectual Property Meets Augmented Reality and Web3
“The metaverse is the new virtual and visual frontier, a user-interactive digital environment based in computer-generated spaces of augmented and virtual realities in which visual imagery predominates, cryptocurrency is lucre and NFTs are fashion and decor." 1 The technology is new but the legal rights regulating imagery and art are not new-- copyright, trademark, publicity rights. We will discuss art, sports, entertainment and rap examples of how rights owners, including Quentin Tarantino and Pulp Fiction, Andy Warhol and Prince, rapper Lil Yachty, heirloom and iconic brands like Hermes, Patek Philippe, Cartier and Bulgari, are asserting their claims and defenses in the metaverse world of appropriation. This presentation connects the Andy Warhol fair use case [Section 107 of Title 17 of the US Code] before the U.S. Supreme Court with appropriation concepts in metaverses and NFTs and other appropriation types of litigation in copyright and trademark infringement, publicity rights, unfair competition. Participants will gain a general understanding of what they need to know in this evolving technology space to ethically and responsibly advise clients in a climate of rapid change and inconclusive precedent.
Launching and Leading a Cross-Border Internal Investigation: Strategies for Probing Allegations of Wrongdoing across Corporate Operations Worldwide
Conducting a thorough, effective and legally compliant internal investigation is tough enough when the investigation is confined to the United States. A multinational that needs to investigate possible wrongdoing internationally faces a whole other world of legal challenges. This fast-paced session offers approaches and strategies for conducting legally compliant internal investigations worldwide.
The Ethics of Dealing with Capacity and Mental Health Issues in the Practice of Law
Although lawyers do not receive formal training on how to assess capacity, they make capacity judgments on a regular basis. Lawyers should be familiar with the signs of “diminished capacity” that may be apparent when meeting with a client and how to address such a situation. Lawyers must be aware of the ethical guidelines for assessing capacity as well as the standards of capacity for specific legal transactions under state statutes and case law.