What should go into an IOLTA Account… what should NOT go into an IOLTA Account? What is good recordkeeping? And why do I always have a negative balance? Jessica Zoraida will answer all your key trust accounting questions and show you the best practices to remain compliant in your legal practice. The bottom line for attorneys: it pays to know the basics of trust accounting.
Are you familiar with the Hero’s Journey, archetypes and universal story themes? Powerful storytellers use time-tested techniques to weave engaging stories and attorneys can deploy these to build rapport to help persuade the judge & jury.
A Special Needs Trust (SNT) allows for a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits. These types of trusts are a vital component of estate plans when clients have beneficiaries with disabilities.
How often does opposing counsel take cases to trial? What is your judge’s summary judgement record? How can analytics help you write more persuasive motions? How can legal information make you a better lawyer? Attorney Nicole Clark will show you how legal research, data & analytics can help you win your cases in state trial court.
CA MCLE requirements will impact Group 1 (A-G) attorneys first. California has adopted new Minimum Continuing Legal Education (MCLE) requirements that begin with attorneys that have a compliance period ending January 31, 2025. Group 1 attorneys, attorneys with last names beginning with A-G are the first to be required to meet the new requirements as your compliance period is 2/1/2022 – 1/31/2025.…
Stay Informed on the Latest Change to California MCLE Late Penalties As of mid-2023 The State Bar of California raised the Minimum Continuing Legal Education (MCLE) noncompliance late fees. The State Auditor and the Board of Trustees decided that overall administrative revenue wasn’t enough to cover the rising costs of service, so they voted to raise your fees. Late Fee Penalty from …
Attorneys and legal professionals must be proactive – not reactive. We now have an ethical responsibility to be competent with technology which includes safeguarding confidential & protected information like PII.
Moneyball. A book written about the Oakland A’s because their organization was the first to utilize research and analytics in baseball to achieve tremendous success on a limited budget. “Moneyball” has since crossed over into numerous industries – and now it’s available for trial lawyers.
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.
Nowadays “documents” means much more than it did 30 years ago when all your valuable “papers” were behind lock & key in your trusty file cabinet. Emails, PDFs, word docs, JPGs & more have now expanded the world of documents – as well as forgeries, fakes and cut & paste signatures. How do you know if a PDF is legit?
