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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.

It’s not easy being a lawyer. Attorneys face rigid deadlines, packed calendars, and long hours. Clients are often stubborn and unforgiving, demanding 110% of your attention and expecting five-star work at 2-star prices. As attorneys are only human, even the most skilled and seasoned will inevitably, to some degree, make a mistake. A mistake may damage your case, and might also threaten your relationship with a client or even your position at a firm. But failing respond appropriately to a mistake will jeopardize your license and your career. During this course, we will consider an attorney’s duties related to error disclosure, what exactly those duties require, and why it’s important to take these duties seriously.

The presentation explains the legal background and purpose of the current Title IX regulations governing sexual harassment, sex discrimination, and sexual misconduct complaints in educational programs. The program summarizes the core regulatory components and outlines the Title IX investigation process from complaint through hearing with a focus on key compliance standards.

Risk-shifting of the duties and obligations of the parties to a business contract is a fundamental aspect of the contract.   The terms and provisions of the contract that shift risk can and should vary depending on the risks involved and the ability to respond to liability or obligation.  Indemnification provisions in a business contract is one of the primary tools for allocating the risks between the parties.  However, indemnification provisions themselves can and do create their own issues between the parties.

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.

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.

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.

In this class Monty McIntyre, a seasoned Mediator, Arbitrator, and Referee at ADR Services explains how to effectively prepare for a mediation, how to conduct yourself during the mediation session, and what steps should be taken after the mediation. Your goal as a lawyer should be to give your client the very best opportunity to successfully settle the case during or after the mediation.

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.

To increase sales as well as goodwill, many companies like to partner with charitable organizations to market their products. One common marketing plan is the commercial co-venture, which involves advertising that the company will donate a portion of sales to a charity. This highly-regulated area of law has numerous requirements, from contractual and advertising obligations to registration and bonding. In this program, you will learn best practices for running successful charitable marketing campaigns, as well as the difference between commercial co-ventures and other cause marketing efforts. You will also learn about applicable state laws and how to problem solve for compliance issues in commercial co-venture campaigns.

Families are unique social constructs with unique challenges. Accordingly, estate planning attorneys must anticipate and draft for these challenges if they do not want clients (and the estate plans) to be subject to probate or estate administration court battles. This program covers applicable laws, rules, and regulations for drafting trusts that address three of the most common, yet challenging, family dynamics: hostile family members, spendthrift beneficiaries, and family factions. We will also review hypotheticals to provide hands-on examples of provisions that can be helpful in keeping the peace or at least keeping clients from nasty court battles.

Many times, clients come to lawyers and firms looking for advice in the fields of copyright and trademark. This course hopes to help familiarize practitioners with some common issues and terminology in those fields so they can at least be somewhat conversant with their clients on the topics. Will this course turn you immediately into an IP lawyer? No, but it will allow you to learn how to handle basic IP issues like registering a copyright or trademark. It will also allow viewers to learn about common issues that could help guide clients in the right direction. After watching the course, practitioners will also be able to steer clients to websites and sources that can address many of the issues new businesses or entrepreneurs need to understand the issues involved. Finally, it will provide viewers with basic knowledge about the differences between copyright and trademark and what goals each of those devices serve.

This course examines criminal mitigation in the instance of white-collar and middle-class defendants. Here, attorneys who may represent white collar criminal defendants gain an understanding of both the purpose and challenges of mitigation. Because the white collar criminal defendant is often demonized as a result of bias or prejudice from the community and prosecutor's office the psychosocial background issues must be understood in detail given particular challenges for this kind of criminal defendant in an effort to more fully advocate for them.

Generally Board Committees are delegated to undertake internal investigations when the issues are important to the company , complex, and need to be done by sophisticated people who have no personal stake in the outcome. Other investigations can be undertaken by employees in the legal function or the human resources department. Such investigations may be very important to the organization but lack the need to be done by individuals who have no need to satisfy internal corporate pressures on their decision making. However, given the hierarchical structure of most companies, where an investigation must actually be free of influences from within the company there is a need for truly independent investigators. This can often only be achieved by having critical investigations be under the supervision of the Board or a Board committee such as the audit committee, a risk committee or a special committee appointed by the Board to run the investigation. The key notion to understand is the great importance of their being no conflicts of interest and independence of the investigation so that its work is above reproach and not conflicted. This course will teach among other things, when a board committee investigation is called for, how it should be populated, how to preserve attorney client privilege and how the committee should bring its findings back to the full board.

This course offers an in-depth survey of the current state of the major topics in animal law and provides participants with the key principles, rules, and regulations – as developed by common law and from statute – affecting animals. Styled as a cinematic presentation, the course examines animal-related laws via their philosophical, scientific, and practical underpinnings, and from a variety of differing perspectives, exploring how the courts have treated animals in the past and will likely treat them in the future, locally and nationally. From the foundational (How are animals defined? Do animals have rights? Why are animals properties?) to the pragmatic (What procedural obstacles might confront claims made on behalf of animals? What substantive constraints might prosecuting an animal abuse case entail?).

Professionalism in the practice of law is not just complying with the Code of Professional Conduct. It is about how a lawyer is as a lawyer. This presentation describes what professionalism looks like in key areas of a law practice. Integrity, competence, attorney-client relations, dealing with other attorneys and with society, as well as why attorneys should look out for each other. A good attorney is ethical, it is the great attorney who understands and exercises professionalism throughout the day and over time.

Recently, there have been questions regarding income inequality that have fueled trends in questioning the wisdom and fairness of today’s executive compensation practice. In this course, we will dive into the latest ESG updates and review significant litigation highlights and case law, as well as examine recent compliance obligations and best practices.

Depositions are an aspect of litigation that is fraught with ethical peril. There is little ability by the opposing party to regulate the preparation of the deponent, because the opposing party is not present. Unless the parties invite court intervention, no judge is present during the deposition itself to police the way the deposition is defended and taken. The format of online depositions present additional challenges. In this course we’ll discuss ethical traps for the unwary in the context of a realistic hypothetical employment discrimination case where online depositions are occurring

This course is designed to give guidance to lawyers on various issues under the umbrella of technology law. In every aspect of a lawyer’s career, technology plays a role. Technology is so important to today’s lawyer that state bar associations are starting to add a technology element to required CLEs. This course provides a summary of issues related to counseling clients in content of technology-related contracts, document retention policies, and e-discovery issues should litigation ensue.

Remote depositions are here to stay and they require planning unlike conventional depositions. Justin Blitz will discuss issues related to taking and defending virtual depositions in personal injury cases. The course will discuss what should go into the planning of remote depositions, how to ask questions effectively in a remote environment, how to strategically use exhibits remotely, when to object (or not object!) to a question your client is asked, when it makes sense to not conduct a deposition, and the advantages of video depositions. Mr. Biltz will also address how to prepare your witness and how to adapt the art of non-party depositions to a virtual setting.