Course1

Drafting Business Service Agreements

$59.00

Master the essential elements of service agreements that govern the vast majority of modern business relationships where performance obligations meet payment terms in complex commercial arrangements. This comprehensive program provides practical guidance on structuring service contracts that protect client interests while facilitating successful business relationships. Learn to balance performance expectations with realistic delivery capabilities in service-based industries.   Define service specifications and performance standards that create enforceable obligations without impossibility Structure payment terms and billing arrangements that align compensation with service delivery milestones Draft intellectual property and confidentiality provisions appropriate for service-based business relationships Address termination rights and transition obligations that protect clients during service provider changes   Speaker: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions. He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 5/28/2026
    Presented
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Course1

Drafting Business Service Agreements

$59.00

Master the essential elements of service agreements that govern the vast majority of modern business relationships where performance obligations meet payment terms in complex commercial arrangements. This comprehensive program provides practical guidance on structuring service contracts that protect client interests while facilitating successful business relationships. Learn to balance performance expectations with realistic delivery capabilities in service-based industries.   Define service specifications and performance standards that create enforceable obligations without impossibility Structure payment terms and billing arrangements that align compensation with service delivery milestones Draft intellectual property and confidentiality provisions appropriate for service-based business relationships Address termination rights and transition obligations that protect clients during service provider changes   Speaker: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions. He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.

  • Teleseminar
    Format
  • 60
    Minutes
  • 5/28/2026
    Presented
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Course1

LIVE REPLAY: Communicating in Opposing Counsel & the Courts: Professionalism and Ethics

$59.00

Effective communication is key to a successful legal practice, especially when dealing with opposing counsel and the courts. This session explores the ethical and professional responsibilities lawyers have in their communications, offering strategies to maintain professionalism even in contentious situations. Learn how to navigate challenging interactions while upholding your ethical obligations.   Highlights:   The ethical guidelines governing communications with opposing counsel. Best practices for clear and professional court filings and oral advocacy. Strategies for managing contentious or unprofessional opposing counsel. Avoiding ethical pitfalls in email and written correspondence. Real-life examples of communication missteps and how to avoid them.   Speaker: TBD

  • Audio Webcast
    Format
  • 60
    Minutes
  • 5/29/2026
    Presented
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Course1

LIVE REPLAY: Communicating in Opposing Counsel & the Courts: Professionalism and Ethics

$59.00

Effective communication is key to a successful legal practice, especially when dealing with opposing counsel and the courts. This session explores the ethical and professional responsibilities lawyers have in their communications, offering strategies to maintain professionalism even in contentious situations. Learn how to navigate challenging interactions while upholding your ethical obligations.   Highlights:   The ethical guidelines governing communications with opposing counsel. Best practices for clear and professional court filings and oral advocacy. Strategies for managing contentious or unprofessional opposing counsel. Avoiding ethical pitfalls in email and written correspondence. Real-life examples of communication missteps and how to avoid them.   Speaker: TBD

  • Teleseminar
    Format
  • 60
    Minutes
  • 5/29/2026
    Presented
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Course1

LIVE REPLAY: 2026 Uniform Commercial Code Update

$59.00

Stay current on the UCC changes that will shape commercial deals and secured transactions in 2026. This program distills statutory amendments, evolving case law, and digital-asset developments into practical guidance you can apply immediately. You’ll leave with drafting tips, risk flags, and checklists you can use in your next deal or dispute.   Map the key updates affecting Articles 2, 4A, 7, 8, and 9. Understand how “control” and electronic records impact priority and enforceability. Spot high-risk terms in sales, leasing, and secured-credit documents. Get sample clause language and due-diligence checklists.   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/1/2026
    Presented
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Course1

LIVE REPLAY: 2026 Uniform Commercial Code Update

$59.00

Stay current on the UCC changes that will shape commercial deals and secured transactions in 2026. This program distills statutory amendments, evolving case law, and digital-asset developments into practical guidance you can apply immediately. You’ll leave with drafting tips, risk flags, and checklists you can use in your next deal or dispute.   Map the key updates affecting Articles 2, 4A, 7, 8, and 9. Understand how “control” and electronic records impact priority and enforceability. Spot high-risk terms in sales, leasing, and secured-credit documents. Get sample clause language and due-diligence checklists.   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/1/2026
    Presented
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Course1

LIVE REPLAY: 2026 AI Update

$59.00

Artificial intelligence continues to revolutionize legal practice at an unprecedented pace, creating both remarkable opportunities and complex ethical challenges for today's practitioners. This essential program provides comprehensive guidance on AI integration, regulatory developments, and professional responsibility considerations that every modern lawyer must understand. Stay ahead of the technological curve while maintaining the highest standards of professional competence and client service.   Master current AI applications transforming legal research, document review, and case analysis Navigate emerging regulatory frameworks governing AI use in legal practice Address ethical considerations including bias, transparency, and client confidentiality in AI systems Implement best practices for AI adoption while managing malpractice and security risks   Speaker: Sean Belding has experience drafting asset purchase and sale agreements, intellectual property licenses, service agreements, and distribution and reseller agreements. Sean also has experience drafting information security agreements, terms of use, and privacy policies, and advising clients regarding data privacy and security matters. He has also drafted complex settlement agreements, advised clients on best practices for intellectual property protection and management, and developed patent and commercial litigation strategies, including noninfringement positions, invalidity arguments, and motion practice.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/2/2026
    Presented
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Course1

LIVE REPLAY: 2026 AI Update

$59.00

Artificial intelligence continues to revolutionize legal practice at an unprecedented pace, creating both remarkable opportunities and complex ethical challenges for today's practitioners. This essential program provides comprehensive guidance on AI integration, regulatory developments, and professional responsibility considerations that every modern lawyer must understand. Stay ahead of the technological curve while maintaining the highest standards of professional competence and client service.   Master current AI applications transforming legal research, document review, and case analysis Navigate emerging regulatory frameworks governing AI use in legal practice Address ethical considerations including bias, transparency, and client confidentiality in AI systems Implement best practices for AI adoption while managing malpractice and security risks   Speaker: Sean Belding has experience drafting asset purchase and sale agreements, intellectual property licenses, service agreements, and distribution and reseller agreements. Sean also has experience drafting information security agreements, terms of use, and privacy policies, and advising clients regarding data privacy and security matters. He has also drafted complex settlement agreements, advised clients on best practices for intellectual property protection and management, and developed patent and commercial litigation strategies, including noninfringement positions, invalidity arguments, and motion practice.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/2/2026
    Presented
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Course1

Confidentiality Agreements in Workplace

$59.00

Navigate the delicate balance between protecting legitimate business interests and respecting employee rights in confidentiality agreements that must withstand legal scrutiny while serving practical business needs. This program addresses the evolving landscape of workplace confidentiality obligations where trade secret protection meets employment law requirements. Master the art of drafting enforceable confidentiality provisions that protect business assets without overreaching employee restrictions.   Draft confidentiality provisions that protect trade secrets while complying with employment law restrictions Address post-employment confidentiality obligations and non-disclosure enforcement strategies Navigate whistleblower protections and regulatory disclosure exceptions in confidentiality agreements Structure confidentiality training and compliance programs that support agreement enforcement   Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/3/2026
    Presented
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Course1

Confidentiality Agreements in Workplace

$59.00

Navigate the delicate balance between protecting legitimate business interests and respecting employee rights in confidentiality agreements that must withstand legal scrutiny while serving practical business needs. This program addresses the evolving landscape of workplace confidentiality obligations where trade secret protection meets employment law requirements. Master the art of drafting enforceable confidentiality provisions that protect business assets without overreaching employee restrictions.   Draft confidentiality provisions that protect trade secrets while complying with employment law restrictions Address post-employment confidentiality obligations and non-disclosure enforcement strategies Navigate whistleblower protections and regulatory disclosure exceptions in confidentiality agreements Structure confidentiality training and compliance programs that support agreement enforcement   Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/3/2026
    Presented
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Course1

2026 Trust Litigation Update

$59.00

Stay current with the rapidly evolving landscape of trust and estate litigation as new precedents, procedural developments, and family dynamics create complex challenges for fiduciary dispute resolution. This comprehensive program examines recent court decisions and legislative changes that reshape trust litigation practice. Position your estate litigation practice at the forefront of this specialized and growing area of law.   Analyze landmark court decisions affecting fiduciary duty standards and beneficiary rights Understand procedural developments affecting trust litigation venue, standing, and discovery rules Navigate emerging challenges in trust interpretation and construction involving modern family structures Address alternative dispute resolution options and settlement strategies specific to family wealth disputes   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/4/2026
    Presented
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Course1

2026 Trust Litigation Update

$59.00

Stay current with the rapidly evolving landscape of trust and estate litigation as new precedents, procedural developments, and family dynamics create complex challenges for fiduciary dispute resolution. This comprehensive program examines recent court decisions and legislative changes that reshape trust litigation practice. Position your estate litigation practice at the forefront of this specialized and growing area of law.   Analyze landmark court decisions affecting fiduciary duty standards and beneficiary rights Understand procedural developments affecting trust litigation venue, standing, and discovery rules Navigate emerging challenges in trust interpretation and construction involving modern family structures Address alternative dispute resolution options and settlement strategies specific to family wealth disputes   Speaker: Michael Kenny is counsel in the New York City office of Wiggin and Dana, LLP, where his practice focuses on commercial, probate, construction, and maritime litigation. He has represented clients in domestic and international arbitrations, including proceedings before the American Arbitration Association and the International Centre for Dispute Resolution. His litigation and arbitration experience includes the preparation and trial of warranty claims and ship repair disputes.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/4/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics and Email

$59.00

Navigate the complex ethical landscape surrounding electronic communications where convenience meets professional responsibility in ways that can create unexpected liability exposure. This essential program addresses the intersection of legal ethics and email communication, from confidentiality protection to professional conduct standards. Master the evolving requirements for ethical email use while leveraging technology's benefits for enhanced client service.   Understand confidentiality and privilege protection requirements for email communications with clients Address metadata and inadvertent disclosure issues affecting professional responsibility and client protection Navigate professional conduct standards affecting email tone, timing, and recipient considerations Implement security measures and encryption requirements that satisfy ethical obligations for client protection   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/5/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics and Email

$59.00

Navigate the complex ethical landscape surrounding electronic communications where convenience meets professional responsibility in ways that can create unexpected liability exposure. This essential program addresses the intersection of legal ethics and email communication, from confidentiality protection to professional conduct standards. Master the evolving requirements for ethical email use while leveraging technology's benefits for enhanced client service.   Understand confidentiality and privilege protection requirements for email communications with clients Address metadata and inadvertent disclosure issues affecting professional responsibility and client protection Navigate professional conduct standards affecting email tone, timing, and recipient considerations Implement security measures and encryption requirements that satisfy ethical obligations for client protection   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/5/2026
    Presented
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Course1

2026 Ethics in Litigation Update, Part 1

$59.00

Navigate the evolving ethical landscape of modern litigation practice where traditional professional conduct rules meet new technologies, discovery methods, and advocacy strategies. This comprehensive program examines recent developments in litigation ethics that affect everything from client communication to courtroom conduct. Ensure your litigation practice maintains the highest ethical standards while leveraging modern tools for effective advocacy.   Understand updated discovery obligations affecting electronic evidence and social media investigations Navigate client communication and informed consent requirements in complex litigation matters Address professional conduct standards affecting litigation financing and third-party funding arrangements Master confidentiality and privilege protection in team-based and technology-assisted litigation practice   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/8/2026
    Presented
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Course1

2026 Ethics in Litigation Update, Part 1

$59.00

Navigate the evolving ethical landscape of modern litigation practice where traditional professional conduct rules meet new technologies, discovery methods, and advocacy strategies. This comprehensive program examines recent developments in litigation ethics that affect everything from client communication to courtroom conduct. Ensure your litigation practice maintains the highest ethical standards while leveraging modern tools for effective advocacy.   Understand updated discovery obligations affecting electronic evidence and social media investigations Navigate client communication and informed consent requirements in complex litigation matters Address professional conduct standards affecting litigation financing and third-party funding arrangements Master confidentiality and privilege protection in team-based and technology-assisted litigation practice   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/8/2026
    Presented
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Course1

2026 Ethics in Litigation Update, Part 2

$59.00

Build on foundational litigation ethics concepts with advanced guidance on complex professional responsibility scenarios and emerging challenges in adversarial practice. This program addresses sophisticated ethical dilemmas involving conflicts of interest, witness preparation, and advocacy boundaries that define excellent litigation practice. Develop the nuanced ethical analysis required for complex litigation representation.     Navigate advanced conflict scenarios involving multiple parties, insurance carriers, and related litigation Address ethical boundaries in witness preparation, expert consultation, and advocacy strategy Understand enhanced competence requirements for specialized litigation practice and emerging legal areas Master professional conduct standards affecting settlement negotiations and alternative dispute resolution   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/9/2026
    Presented
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Course1

2026 Ethics in Litigation Update, Part 2

$59.00

Build on foundational litigation ethics concepts with advanced guidance on complex professional responsibility scenarios and emerging challenges in adversarial practice. This program addresses sophisticated ethical dilemmas involving conflicts of interest, witness preparation, and advocacy boundaries that define excellent litigation practice. Develop the nuanced ethical analysis required for complex litigation representation.     Navigate advanced conflict scenarios involving multiple parties, insurance carriers, and related litigation Address ethical boundaries in witness preparation, expert consultation, and advocacy strategy Understand enhanced competence requirements for specialized litigation practice and emerging legal areas Master professional conduct standards affecting settlement negotiations and alternative dispute resolution   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/9/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 1

$59.00

Integrate sophisticated estate planning strategies with complex family business structures to achieve seamless wealth transfer while preserving business continuity across generations. This program addresses the unique challenges facing family enterprises where personal relationships intersect with business interests and tax considerations. Master the foundational concepts necessary to serve families navigating the intersection of estate planning and business succession.   Design estate plans that facilitate smooth business succession while minimizing tax consequences Address valuation challenges and discount strategies for closely-held family business interests Navigate family dynamics affecting both business operations and estate planning objectives Structure voting trusts and other mechanisms that preserve family control across generations   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/11/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 1

$59.00

Integrate sophisticated estate planning strategies with complex family business structures to achieve seamless wealth transfer while preserving business continuity across generations. This program addresses the unique challenges facing family enterprises where personal relationships intersect with business interests and tax considerations. Master the foundational concepts necessary to serve families navigating the intersection of estate planning and business succession.   Design estate plans that facilitate smooth business succession while minimizing tax consequences Address valuation challenges and discount strategies for closely-held family business interests Navigate family dynamics affecting both business operations and estate planning objectives Structure voting trusts and other mechanisms that preserve family control across generations   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/11/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 2

$59.00

Advance your family business planning expertise with sophisticated strategies addressing complex ownership structures, international considerations, and innovative wealth transfer techniques. This program builds on foundational concepts to tackle the most challenging aspects of multigenerational family business planning. Develop the specialized knowledge required to serve sophisticated family enterprises with complex business and personal wealth management needs.     Implement advanced valuation and gifting strategies for family limited partnerships and LLCs Address international tax considerations affecting multinational family business enterprises Navigate complex family employment and compensation issues within trust and estate planning Design innovative structures addressing next-generation liquidity needs while preserving business integrity   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/12/2026
    Presented
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Course1

LIVE REPLAY: Trust and Estate Planning for Family Businesses, Part 2

$59.00

Advance your family business planning expertise with sophisticated strategies addressing complex ownership structures, international considerations, and innovative wealth transfer techniques. This program builds on foundational concepts to tackle the most challenging aspects of multigenerational family business planning. Develop the specialized knowledge required to serve sophisticated family enterprises with complex business and personal wealth management needs.     Implement advanced valuation and gifting strategies for family limited partnerships and LLCs Address international tax considerations affecting multinational family business enterprises Navigate complex family employment and compensation issues within trust and estate planning Design innovative structures addressing next-generation liquidity needs while preserving business integrity   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/12/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 1

$59.00

Master the foundational elements of stockholder agreements that govern ownership relationships, decision-making authority, and wealth transfer in closely-held corporations. This program provides essential guidance on structuring shareholder arrangements that balance control, liquidity, and family harmony in private company contexts. Build the knowledge base necessary for effective corporate governance planning in family and closely-held business enterprises.   Design voting agreements and control mechanisms that ensure effective corporate governance Structure buy-sell provisions that establish fair valuation methods and funding mechanisms Address employment and compensation issues affecting shareholder-employees in closely-held corporations Draft transfer restrictions and right of first refusal provisions that maintain ownership control   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/15/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 1

$59.00

Master the foundational elements of stockholder agreements that govern ownership relationships, decision-making authority, and wealth transfer in closely-held corporations. This program provides essential guidance on structuring shareholder arrangements that balance control, liquidity, and family harmony in private company contexts. Build the knowledge base necessary for effective corporate governance planning in family and closely-held business enterprises.   Design voting agreements and control mechanisms that ensure effective corporate governance Structure buy-sell provisions that establish fair valuation methods and funding mechanisms Address employment and compensation issues affecting shareholder-employees in closely-held corporations Draft transfer restrictions and right of first refusal provisions that maintain ownership control   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/15/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 2

$59.00

Advance your stockholder agreement expertise with sophisticated strategies for complex ownership structures and specialized corporate governance arrangements. This program builds on foundational concepts to address challenging scenarios including multi-generational ownership, professional investors, and succession planning considerations. Develop the specialized knowledge required for the most complex closely-held corporation planning.     Master complex ownership structures including voting trusts, family limited partnerships, and holding companies Address drag-along and tag-along rights in professional investor and venture capital contexts Navigate succession planning and generational transfer issues affecting family business continuity Structure innovative governance mechanisms that adapt to changing family and business dynamics   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/16/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 2

$59.00

Advance your stockholder agreement expertise with sophisticated strategies for complex ownership structures and specialized corporate governance arrangements. This program builds on foundational concepts to address challenging scenarios including multi-generational ownership, professional investors, and succession planning considerations. Develop the specialized knowledge required for the most complex closely-held corporation planning.     Master complex ownership structures including voting trusts, family limited partnerships, and holding companies Address drag-along and tag-along rights in professional investor and venture capital contexts Navigate succession planning and generational transfer issues affecting family business continuity Structure innovative governance mechanisms that adapt to changing family and business dynamics   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/16/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics in a Digital World

$59.00

Technology integration creates unprecedented ethical challenges as traditional professional responsibility concepts meet digital reality in ways the original rule drafters never imagined. This program addresses the complex intersection of legal ethics and modern technology, from cloud computing and mobile practice to social media and virtual client relationships. Master the evolving ethical landscape of digital practice while leveraging technology's benefits for enhanced client service.   Navigate data security and confidentiality requirements in cloud-based and mobile practice environments Address ethical implications of social media use for client development and case investigation Understand competence requirements for technology-assisted legal services and AI integration Manage client relationship boundaries in virtual practice settings and remote service delivery   Speaker: David Hricik is a Professor of Law at Mercer University School of Law, where he teaches courses in legal ethics, patent law and litigation, and federal civil procedure. He has authored or co-authored numerous books on topics such as property law, statutory interpretation, civil procedure, and ethical issues in patent prosecution and litigation. A graduate of the University of Arizona, where he earned his undergraduate degree magna cum laude and Phi Beta Kappa, and Northwestern University School of Law, where he graduated with honors, Professor Hricik practiced law for 15 years before transitioning to academia. He is a member of the American Law Institute and a fellow of the American Intellectual Property Law Association, and he continues to serve as counsel in legal malpractice and ethics matters.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/17/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics in a Digital World

$59.00

Technology integration creates unprecedented ethical challenges as traditional professional responsibility concepts meet digital reality in ways the original rule drafters never imagined. This program addresses the complex intersection of legal ethics and modern technology, from cloud computing and mobile practice to social media and virtual client relationships. Master the evolving ethical landscape of digital practice while leveraging technology's benefits for enhanced client service.   Navigate data security and confidentiality requirements in cloud-based and mobile practice environments Address ethical implications of social media use for client development and case investigation Understand competence requirements for technology-assisted legal services and AI integration Manage client relationship boundaries in virtual practice settings and remote service delivery   Speaker: David Hricik is a Professor of Law at Mercer University School of Law, where he teaches courses in legal ethics, patent law and litigation, and federal civil procedure. He has authored or co-authored numerous books on topics such as property law, statutory interpretation, civil procedure, and ethical issues in patent prosecution and litigation. A graduate of the University of Arizona, where he earned his undergraduate degree magna cum laude and Phi Beta Kappa, and Northwestern University School of Law, where he graduated with honors, Professor Hricik practiced law for 15 years before transitioning to academia. He is a member of the American Law Institute and a fellow of the American Intellectual Property Law Association, and he continues to serve as counsel in legal malpractice and ethics matters.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/17/2026
    Presented
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Course1

Brave New World: Lawyer Ethics & AI

$59.00

Enter the uncharted territory where artificial intelligence meets professional responsibility as technology transforms legal practice in ways that challenge traditional ethical frameworks. This groundbreaking program addresses the complex ethical implications of AI integration in legal services, from competence requirements to client confidentiality in automated systems. Master the emerging ethical landscape that will define the future of legal practice in an AI-powered world.   Understand competence and supervision requirements for AI-assisted legal research and document review Navigate confidentiality and data security obligations when using cloud-based AI systems Address billing practices and client disclosure requirements for AI-enhanced legal services Master emerging guidelines for responsible AI use while maintaining professional integrity and client protection   Speaker: David Hricik is a Professor of Law at Mercer University School of Law, where he teaches courses in legal ethics, patent law and litigation, and federal civil procedure. He has authored or co-authored numerous books on topics such as property law, statutory interpretation, civil procedure, and ethical issues in patent prosecution and litigation. A graduate of the University of Arizona, where he earned his undergraduate degree magna cum laude and Phi Beta Kappa, and Northwestern University School of Law, where he graduated with honors, Professor Hricik practiced law for 15 years before transitioning to academia. He is a member of the American Law Institute and a fellow of the American Intellectual Property Law Association, and he continues to serve as counsel in legal malpractice and ethics matters.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/18/2026
    Presented
SEE MORE
Course1

Brave New World: Lawyer Ethics & AI

$59.00

Enter the uncharted territory where artificial intelligence meets professional responsibility as technology transforms legal practice in ways that challenge traditional ethical frameworks. This groundbreaking program addresses the complex ethical implications of AI integration in legal services, from competence requirements to client confidentiality in automated systems. Master the emerging ethical landscape that will define the future of legal practice in an AI-powered world.   Understand competence and supervision requirements for AI-assisted legal research and document review Navigate confidentiality and data security obligations when using cloud-based AI systems Address billing practices and client disclosure requirements for AI-enhanced legal services Master emerging guidelines for responsible AI use while maintaining professional integrity and client protection   Speaker: David Hricik is a Professor of Law at Mercer University School of Law, where he teaches courses in legal ethics, patent law and litigation, and federal civil procedure. He has authored or co-authored numerous books on topics such as property law, statutory interpretation, civil procedure, and ethical issues in patent prosecution and litigation. A graduate of the University of Arizona, where he earned his undergraduate degree magna cum laude and Phi Beta Kappa, and Northwestern University School of Law, where he graduated with honors, Professor Hricik practiced law for 15 years before transitioning to academia. He is a member of the American Law Institute and a fellow of the American Intellectual Property Law Association, and he continues to serve as counsel in legal malpractice and ethics matters.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/18/2026
    Presented
SEE MORE