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.
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.
From bad IDs to people telling lies, Justin provides the main reasons that people are wrongfully convicted and he offers detailed accounts of the cases he has worked on. The main CLE topics: bad lawyering, differences in police work in the city vs. the country, you come home & find your partner dead, false confessions, junk science, Shaken Baby Syndrome, you have or care for a sick child, the jury is blinded by junk science, bad information from informants, and you are poor and/or a person of color.
For every $1 that marketers spend on Influencer Advertising – the return is $18. Influencers wield increasingly more power in the marketplace in our new Tik Tok, Instagram, X and Threads world. But the FTC has taken notice – and put influencers & companies on notice as well.
The reality is that many attorneys have no clue about cold wallets, decentralized exchanges and Bored Apes. Further, crypto is also one of the easiest ways to hide money for a tech savvy spouse. In this CLE Kelly Burris will discuss valuing unusual assets like collectibles, handling mineral rights and finding & dealing with cryptocurrency in divorce cases.
Remote Alaska Fire Loss – Insurance Claim There is a large remote fire loss in Alaska that takes 1-2 days of travel once you’re off the plane. Just as you arrive with your team, you get a text message that one of the parties will not be able to attend and wants to reschedule. What do you do? Using Lidar and Photogrammetry…
The Investment Policy Statement (IPS) An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives The IPS: An Important Part of the Estate Planning…
