While trust administration has changed over the last few decades – the significant responsibilities, duties, and liabilities of the trustee have not. In this CLE course Dave Folz with provide you with practical suggestions for dealing with the changing landscape of trust administration.
Philip King highlights common ethical pitfalls for small law attorneys and provides numerous helpful points to spot and avoid these routine practice traps.
“John A” will teach attorneys about the best ways they can serve their clients in the role of Independent Trustees. Drawing on his wealth of insights amassed from industry insiders, experts, prognosticators and visionaries, John will address the advantages and disadvantages when professionals recommend Independent Trustees to their clients.
Cross-examining expert witnesses presents the trial lawyer with unique challenges – Quentin Brogdon will show you that the true skill is to minimize the opposing expert’s opportunity to do harm to your client’s case.
In these unprecedented times, we’re all just trying to figure it out. But like previous challenges you have faced in your life, common sense and your good judgement will guide you through the chaos. Learn more tips from Brian Bieber as he shows you how to succeed in our new socially distanced world.
A timely & highly informational CLE program in the times of the coronavirus pandemic. Healthcare attorney & nurse Renee Mallet provides an overview on the key issues & terminology of advance care planning so attorneys can help their clients choose the best options for them and their families.
A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help maximize the value of their retirement investments. In this CLE he will primarily address: selecting a plan, simple IRAs vs. SEPs vs. individual 401(k) plans, the challenges legal professionals face when investing and 401(k) management pitfalls & practice points
Brevity is your best friend when drafting legal briefs. Randall Christison provides tips on how you can persuade the judge…. in UNDER 500 words!!
In this CLE course, Jacob Stein will show you ways to protect assets common to all clients: houses, bank & brokerage accounts, rental real estate, businesses & professional practices & retirement plans.
When it comes to today’s eDiscovery, businesses and attorneys are surprised to find that much of the ESI and data now collected comes from apps and SaaS such as Amazon Web Services (AWS), DropBox, WhatsApp, Slack and many more – instead of traditional data forms such as emails, PDFs and .docs.
