Course1

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
  • 1/12/2026
    Presented
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Course1

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
  • 1/12/2026
    Presented
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Course1

Helping Your Client Respond to a Cyber Attack

$59.00

When minutes matter, a calm, prepared response can save your client money, reputation, and leverage. This session walks you through a lawyer’s role from first call to full recovery, with scripts, timelines, and decision trees. Learn how to protect privilege, coordinate forensics, and meet disclosure obligations without over-informing.   Build a 72-hour incident-response timeline with counsel at the center. Preserve privilege while working with IT, vendors, and insurers. Navigate ransom demands, notifications, and regulatory reporting. Draft tight engagement letters, hold notices, and public statements.   Speaker: David Navetta is a prominent leader in privacy, information security and technology law. He has extensive experience counseling clients on novel and cutting-edge data protection issues, including data breach response, cybersecurity risk management, consumer and employee privacy, incident response planning and preparedness, technology transactions, vendor management, board of director advice and consultation, regulatory investigations, litigation and due diligence in corporate transactions. David serves as a “breach coach” on an approved panel for numerous cyber insurance carriers and companies, and he has helped some of the world’s top corporations to effectively respond to complex data security breaches and protect their enterprises. David’s clients range from startups to large Fortune 500 multinationals across a range of industries – including ecommerce, consumer products, name-brand, traditional brick-and-mortar companies, hotels and hospitality, social media, technology, professional services, healthcare, financial institutions and energy.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/13/2026
    Presented
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Course1

Helping Your Client Respond to a Cyber Attack

$59.00

When minutes matter, a calm, prepared response can save your client money, reputation, and leverage. This session walks you through a lawyer’s role from first call to full recovery, with scripts, timelines, and decision trees. Learn how to protect privilege, coordinate forensics, and meet disclosure obligations without over-informing.   Build a 72-hour incident-response timeline with counsel at the center. Preserve privilege while working with IT, vendors, and insurers. Navigate ransom demands, notifications, and regulatory reporting. Draft tight engagement letters, hold notices, and public statements.   Speaker: David Navetta is a prominent leader in privacy, information security and technology law. He has extensive experience counseling clients on novel and cutting-edge data protection issues, including data breach response, cybersecurity risk management, consumer and employee privacy, incident response planning and preparedness, technology transactions, vendor management, board of director advice and consultation, regulatory investigations, litigation and due diligence in corporate transactions. David serves as a “breach coach” on an approved panel for numerous cyber insurance carriers and companies, and he has helped some of the world’s top corporations to effectively respond to complex data security breaches and protect their enterprises. David’s clients range from startups to large Fortune 500 multinationals across a range of industries – including ecommerce, consumer products, name-brand, traditional brick-and-mortar companies, hotels and hospitality, social media, technology, professional services, healthcare, financial institutions and energy.

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/13/2026
    Presented
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Course1

Exit Rights in Business Agreements

$59.00

Separation is inevitable—your documents should make it orderly, fast, and fair. We break down exit mechanics across LLC, partnership, and closely held corporate structures with a focus on valuation and dispute prevention. Leave with practical tools to negotiate terms that work when relationships don’t.   Compare tag-along, drag-along, and rights of first refusal. Design buy-sell triggers for death, disability, deadlock, and breach. Choose valuation methods, appraiser processes, and payment terms. Use covenants and release language to minimize post-exit litigation.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/14/2026
    Presented
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Course1

Exit Rights in Business Agreements

$59.00

Separation is inevitable—your documents should make it orderly, fast, and fair. We break down exit mechanics across LLC, partnership, and closely held corporate structures with a focus on valuation and dispute prevention. Leave with practical tools to negotiate terms that work when relationships don’t.   Compare tag-along, drag-along, and rights of first refusal. Design buy-sell triggers for death, disability, deadlock, and breach. Choose valuation methods, appraiser processes, and payment terms. Use covenants and release language to minimize post-exit litigation.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/14/2026
    Presented
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Course1

2026 Trade Secret Update

$59.00

Trade secret enforcement is evolving quickly as mobility and remote work expand exposure. This update highlights recent decisions, cross-border issues, and remedies trends under the DTSA and state law. Gain concrete steps to strengthen “reasonable measures” and litigate more effectively.   Document and audit “reasonable measures” that courts actually credit. Handle onboarding, offboarding, and device return with defensible protocols. Use TROs, seizure tools, and expedited discovery strategically. Quantify damages with market, unjust enrichment, and reasonable royalty models.   Speaker: James Pooley focuses on trade secret law and management, as an expert witness, advisor, litigator and neutral. He has authored or co-authored several major IP works, including his treatise Trade Secrets (Law Journal Press), the Patent Case Management Judicial Guide and the Trade Secret Case Management Judicial Guide (both published by the Federal Judicial Center). He recently released the second edition of his business book Secrets: Managing Information Assets in the Age of Cyberespionage. The Senate Judiciary Committee relied on Jim for expert testimony and advice regarding the 2016 Defend Trade Secrets Act. From 2009 to 2014 he managed the international patent system (PCT) at WIPO as Deputy Director General for Innovation and Technology. He has served as President of AIPLA, Chairman of the National Inventors Hall of Fame, Chair of the Sedona Conference Working Group 12 on Trade Secrets, and Co-Chair of the Trade Secrets Task Force of the International Chamber of Commerce. He has taught Trade Secret law at UC Berkeley. In 2016 Jim was inducted into the IP Hall of Fame in recognition of his contributions to the field.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/15/2026
    Presented
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Course1

2026 Trade Secret Update

$59.00

Trade secret enforcement is evolving quickly as mobility and remote work expand exposure. This update highlights recent decisions, cross-border issues, and remedies trends under the DTSA and state law. Gain concrete steps to strengthen “reasonable measures” and litigate more effectively.   Document and audit “reasonable measures” that courts actually credit. Handle onboarding, offboarding, and device return with defensible protocols. Use TROs, seizure tools, and expedited discovery strategically. Quantify damages with market, unjust enrichment, and reasonable royalty models.   Speaker: James Pooley focuses on trade secret law and management, as an expert witness, advisor, litigator and neutral. He has authored or co-authored several major IP works, including his treatise Trade Secrets (Law Journal Press), the Patent Case Management Judicial Guide and the Trade Secret Case Management Judicial Guide (both published by the Federal Judicial Center). He recently released the second edition of his business book Secrets: Managing Information Assets in the Age of Cyberespionage. The Senate Judiciary Committee relied on Jim for expert testimony and advice regarding the 2016 Defend Trade Secrets Act. From 2009 to 2014 he managed the international patent system (PCT) at WIPO as Deputy Director General for Innovation and Technology. He has served as President of AIPLA, Chairman of the National Inventors Hall of Fame, Chair of the Sedona Conference Working Group 12 on Trade Secrets, and Co-Chair of the Trade Secrets Task Force of the International Chamber of Commerce. He has taught Trade Secret law at UC Berkeley. In 2016 Jim was inducted into the IP Hall of Fame in recognition of his contributions to the field.

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/15/2026
    Presented
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Course1

LIVE REPLAY: Real Estate Guarantees

$59.00

Guarantees undergird most real estate transactions.  Lenders, investors and others are often unwilling or unable to finance or otherwise support a real estate transaction without certain substantial guarantees.  These guarantees may concern repayment of loan proceeds or performance of other services – construction, maintenance and waste prevention, environmental indemnity, etc.  The scope of guarantees is highly negotiated, particularly whether the guarantee is recourse or non-recourse and the scope of carve-outs from the guarantees. This program will provide you with a practical guide to negotiating and drafting guarantees in real estate transactions.    Types of guarantees – payment, performance, collection, completion Essential elements of a guarantee – consideration, scope, carve-outs, waivers Guarantees for property maintenance/no waste, environmental indemnity and other non-financial concerns Carve-outs – full v. partial, fraud, misappropriation, misapplication, failure to maintain, insurance, and more Guarantees of construction loans   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/16/2026
    Presented
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Course1

LIVE REPLAY: Real Estate Guarantees

$59.00

Guarantees undergird most real estate transactions.  Lenders, investors and others are often unwilling or unable to finance or otherwise support a real estate transaction without certain substantial guarantees.  These guarantees may concern repayment of loan proceeds or performance of other services – construction, maintenance and waste prevention, environmental indemnity, etc.  The scope of guarantees is highly negotiated, particularly whether the guarantee is recourse or non-recourse and the scope of carve-outs from the guarantees. This program will provide you with a practical guide to negotiating and drafting guarantees in real estate transactions.    Types of guarantees – payment, performance, collection, completion Essential elements of a guarantee – consideration, scope, carve-outs, waivers Guarantees for property maintenance/no waste, environmental indemnity and other non-financial concerns Carve-outs – full v. partial, fraud, misappropriation, misapplication, failure to maintain, insurance, and more Guarantees of construction loans   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/16/2026
    Presented
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Course1

Arbitration Clauses in Business Agreements

$59.00

Arbitration can be fast and final—if the clause is drafted well. Learn how scope, delegation, forum, fees, and remedies shape outcomes before the dispute begins. We’ll show you what survives scrutiny and what invites collateral litigation.   Draft delegation clauses, class waivers, and carve-outs with precision. Mitigate mass-arbitration risk and unexpected fee exposure. Select rules, seat, and confidentiality to match party priorities. Preserve injunctive relief and emergency procedures without losing efficiency.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/20/2026
    Presented
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Course1

Arbitration Clauses in Business Agreements

$59.00

Arbitration can be fast and final—if the clause is drafted well. Learn how scope, delegation, forum, fees, and remedies shape outcomes before the dispute begins. We’ll show you what survives scrutiny and what invites collateral litigation.   Draft delegation clauses, class waivers, and carve-outs with precision. Mitigate mass-arbitration risk and unexpected fee exposure. Select rules, seat, and confidentiality to match party priorities. Preserve injunctive relief and emergency procedures without losing efficiency.   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/20/2026
    Presented
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Course1

Ethics of Working with Experts and Witnesses

$59.00

Experts and witnesses can elevate your case—or your risk profile. This program addresses compensation, independence, communications, and disclosure through an ethics lens. Learn how to prepare effectively while honoring your duties to the court and client.   Structure payments and avoid contingency-based pitfalls. Manage drafts, messaging apps, and discoverability of communications. Balance witness preparation with the prohibition on coaching. Clear conflicts and maintain expert independence.   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
  • 1/21/2026
    Presented
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Course1

Ethics of Working with Experts and Witnesses

$59.00

Experts and witnesses can elevate your case—or your risk profile. This program addresses compensation, independence, communications, and disclosure through an ethics lens. Learn how to prepare effectively while honoring your duties to the court and client.   Structure payments and avoid contingency-based pitfalls. Manage drafts, messaging apps, and discoverability of communications. Balance witness preparation with the prohibition on coaching. Clear conflicts and maintain expert independence.   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
  • 1/21/2026
    Presented
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Course1

Taxation of Settlements & Judgments in Civil Litigation

$59.00

The tax treatment of a settlement can matter as much as the amount. We break down income inclusion, exclusions, fees, interest, and timing so you can negotiate with tax in mind. Draft allocations that withstand scrutiny and avoid unpleasant surprises at filing time.   Distinguish taxable, excludable, and capital amounts in common claims. Address attorney-fee reporting, deductibility, and Forms 1099 and W-2. Use allocation language and releases to support intended tax results. Evaluate timing options, structured settlements, and interest components.   Speaker: Stephen J. Turanchik is an attorney in the Tax practice of Paul Hastings and is based in the firm’s Los Angeles office. Mr. Turanchik's practice focuses on tax controversy and litigation at the state and federal levels and tax advice on international reporting. Mr. Turanchik previously litigated for six years for the U.S. Department of Justice, Tax Division, Civil Trial Section out of Washington, DC. Mr. Turanchik has substantial litigation experience. During his tenure with the Tax Division, Mr. Turanchik handled hundreds of tax cases in federal, bankruptcy, state and probate court. He received an Outstanding Attorney award from the Tax Division in 2003.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/22/2026
    Presented
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Course1

Taxation of Settlements & Judgments in Civil Litigation

$59.00

The tax treatment of a settlement can matter as much as the amount. We break down income inclusion, exclusions, fees, interest, and timing so you can negotiate with tax in mind. Draft allocations that withstand scrutiny and avoid unpleasant surprises at filing time.   Distinguish taxable, excludable, and capital amounts in common claims. Address attorney-fee reporting, deductibility, and Forms 1099 and W-2. Use allocation language and releases to support intended tax results. Evaluate timing options, structured settlements, and interest components.   Speaker: Stephen J. Turanchik is an attorney in the Tax practice of Paul Hastings and is based in the firm’s Los Angeles office. Mr. Turanchik's practice focuses on tax controversy and litigation at the state and federal levels and tax advice on international reporting. Mr. Turanchik previously litigated for six years for the U.S. Department of Justice, Tax Division, Civil Trial Section out of Washington, DC. Mr. Turanchik has substantial litigation experience. During his tenure with the Tax Division, Mr. Turanchik handled hundreds of tax cases in federal, bankruptcy, state and probate court. He received an Outstanding Attorney award from the Tax Division in 2003.

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/22/2026
    Presented
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Course1

LIVE REPLAY: When the Law or Facts Are Against You: Ethical Considerations for Lawyers

$59.00

Every lawyer wrestles with how to handle facts or law that is unfavorable to a client. There is a natural tension between a lawyer’s duty to be honest, on the one hand, and the lawyer’s duty to provide zealous representation of a client.  In some instances, bad facts or bad law must be disclosed.  In other instances, disclosure is not required. How this tension is resolved involves substantial ethical issues.  This program will discuss the ethics issues involved and how they may be resolved in a practical setting. Ethical issues surrounding the representation of adverse facts to tribunals and adversaries   Disclosure of adverse legal precedents Required discloses of bad facts or law Timing issues – when must the disclosure occur? Related issues of confidentiality and the attorney-client privilege Ex parte communications with the courts – what’s ethically permissible, what’s not?   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.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/23/2026
    Presented
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Course1

LIVE REPLAY: When the Law or Facts Are Against You: Ethical Considerations for Lawyers

$59.00

Every lawyer wrestles with how to handle facts or law that is unfavorable to a client. There is a natural tension between a lawyer’s duty to be honest, on the one hand, and the lawyer’s duty to provide zealous representation of a client.  In some instances, bad facts or bad law must be disclosed.  In other instances, disclosure is not required. How this tension is resolved involves substantial ethical issues.  This program will discuss the ethics issues involved and how they may be resolved in a practical setting. Ethical issues surrounding the representation of adverse facts to tribunals and adversaries   Disclosure of adverse legal precedents Required discloses of bad facts or law Timing issues – when must the disclosure occur? Related issues of confidentiality and the attorney-client privilege Ex parte communications with the courts – what’s ethically permissible, what’s not?   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.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/23/2026
    Presented
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Course1

LIVE REPLAY: Faith-Based Planning: Trust & Estate Strategies for Beliefs

$59.00

Every trust and estate plan reflects the values of the client.  These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems.  Some clients choose to make these values explicit in their plans and documents.  This can be sensitive terrain for lawyers, not always familiar with integrating explicit religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge.  This program will discuss advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans.   Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans Counseling clients about what can be practically achieved and the limitations of law Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation Practical guidance on drafting underlying legal or supplementary documents – and common traps   Speaker: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/26/2026
    Presented
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Course1

LIVE REPLAY: Faith-Based Planning: Trust & Estate Strategies for Beliefs

$59.00

Every trust and estate plan reflects the values of the client.  These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems.  Some clients choose to make these values explicit in their plans and documents.  This can be sensitive terrain for lawyers, not always familiar with integrating explicit religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge.  This program will discuss advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans.   Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans Counseling clients about what can be practically achieved and the limitations of law Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation Practical guidance on drafting underlying legal or supplementary documents – and common traps   Speaker: Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/26/2026
    Presented
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Course1

Lawyer Ethics of Using Paralegals

$59.00

Effective delegation elevates service, but ethics rules set clear guardrails. Learn how to supervise work, protect confidentiality, and prevent unauthorized practice. We provide workflows and billing practices that withstand client and court review.   Implement Model Rule 5.3 supervision with practical checklists. Safeguard client data in shared drives and remote settings. Describe and bill paralegal time with clarity and accuracy. Set boundaries on client communications and court appearances.   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
  • 1/27/2026
    Presented
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Course1

Lawyer Ethics of Using Paralegals

$59.00

Effective delegation elevates service, but ethics rules set clear guardrails. Learn how to supervise work, protect confidentiality, and prevent unauthorized practice. We provide workflows and billing practices that withstand client and court review.   Implement Model Rule 5.3 supervision with practical checklists. Safeguard client data in shared drives and remote settings. Describe and bill paralegal time with clarity and accuracy. Set boundaries on client communications and court appearances.   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
  • 1/27/2026
    Presented
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Course1

LIVE REPLAY: Law Firm Files in the Cloud: Understanding Ethical Risks

$59.00

Most files are now stored in the “cloud,” a global network of servers that store files for organizations of every size, including law firms.  Many applications, including word processing, email and billing software packages that are used daily by lawyers and law firms, are also stored and used in the cloud.  This dramatic shift in the way files are created, modified, stored, and shared has substantial implications for law firms.   The first is a duty of competence requirement that lawyers understand how the technology they employ works and how it might impact client communications and confidentiality, among many other issues.  This program will provide you with a practical guide to ethical issues when lawyers and law firm store and create files in the cloud.   Technology competence as an ethical duty of competence Ethical benchmarks and diligence for ensuring file and communication confidentiality in the cloud Mobile access – issues when the cloud is used via smartphone or tablet What if your client uses the cloud but you do not? Attorney-client privilege issues when using the cloud to communicate Internal policies – ensuring law firm security supplements cloud security   Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.   Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services.  He consults with the company’s law firm clients on professional responsibility and liability issues.? Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 1/28/2026
    Presented
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Course1

LIVE REPLAY: Law Firm Files in the Cloud: Understanding Ethical Risks

$59.00

Most files are now stored in the “cloud,” a global network of servers that store files for organizations of every size, including law firms.  Many applications, including word processing, email and billing software packages that are used daily by lawyers and law firms, are also stored and used in the cloud.  This dramatic shift in the way files are created, modified, stored, and shared has substantial implications for law firms.   The first is a duty of competence requirement that lawyers understand how the technology they employ works and how it might impact client communications and confidentiality, among many other issues.  This program will provide you with a practical guide to ethical issues when lawyers and law firm store and create files in the cloud.   Technology competence as an ethical duty of competence Ethical benchmarks and diligence for ensuring file and communication confidentiality in the cloud Mobile access – issues when the cloud is used via smartphone or tablet What if your client uses the cloud but you do not? Attorney-client privilege issues when using the cloud to communicate Internal policies – ensuring law firm security supplements cloud security   Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.   Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services.  He consults with the company’s law firm clients on professional responsibility and liability issues.? Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 1/28/2026
    Presented
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Course1

Trust and Estate Planning for Health Care, Part 1

$59.00

Health care decisions should be planned, not improvised. Part 1 covers foundational documents and conversations that align medical wishes, agents, and access. Build plans that work at 2 a.m. in the ER, not just in the conference room.   Draft health care powers of attorney and living wills that are usable. Execute HIPAA releases that providers accept. Address capacity standards and choice of agent issues. Coordinate emergency directives with existing estate documents.   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
  • 1/29/2026
    Presented
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Course1

Trust and Estate Planning for Health Care, Part 1

$59.00

Health care decisions should be planned, not improvised. Part 1 covers foundational documents and conversations that align medical wishes, agents, and access. Build plans that work at 2 a.m. in the ER, not just in the conference room.   Draft health care powers of attorney and living wills that are usable. Execute HIPAA releases that providers accept. Address capacity standards and choice of agent issues. Coordinate emergency directives with existing estate documents.   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
  • 1/29/2026
    Presented
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Course1

Subleases & Assignments in Commercial Real Estate, Part 2

$59.00

Advance your lease transfer expertise with sophisticated strategies for complex commercial real estate assignments and subleasing arrangements. This program builds on foundational concepts to address challenging scenarios including distressed transfers, partial assignments, and multi-tenant facilities. Develop the specialized knowledge required to handle the most complex lease transfer situations in today's commercial real estate market.     Master complex assignment structures including partial assignments and space modifications Address distressed lease transfers and workout scenarios involving financially troubled tenants Navigate environmental compliance and regulatory transfer requirements in lease assignments Structure innovative subleasing arrangements that optimize space utilization and tenant economics   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • MP3 Download
    Format
  • 60
    Minutes
  • 1/29/2026
    Avail. Until
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Course1

Trust and Estate Planning for Health Care, Part 2

$59.00

Part 2 moves beyond basics to tackle funding, benefits, and complex family dynamics. Learn advanced strategies for long-term care, special needs, and end-of-life planning. We also cover dispute prevention and ethical considerations when conflicts arise.     Structure special needs trusts and preserve public benefits. Plan for long-term care costs and integrate insurance strategies. Manage contested capacity, guardianship, and surrogate disputes. Align beneficiary designations, titles, and care directives.   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
  • 1/30/2026
    Presented
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Course1

Trust and Estate Planning for Health Care, Part 2

$59.00

Part 2 moves beyond basics to tackle funding, benefits, and complex family dynamics. Learn advanced strategies for long-term care, special needs, and end-of-life planning. We also cover dispute prevention and ethical considerations when conflicts arise.     Structure special needs trusts and preserve public benefits. Plan for long-term care costs and integrate insurance strategies. Manage contested capacity, guardianship, and surrogate disputes. Align beneficiary designations, titles, and care directives.   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
  • 1/30/2026
    Presented
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Course1

Trust in Estate Planning in 2026: Looking Forward

$59.00

Navigate the evolving trust landscape as emerging legal trends, tax considerations, and client expectations reshape traditional estate planning strategies. This forward-looking program examines innovative trust structures, regulatory developments, and planning opportunities that define the cutting edge of modern estate practice. Position your practice for success by understanding the trends that will drive trust and estate planning in the years ahead.   Explore emerging trust structures responding to changing family dynamics and wealth transfer goals Analyze recent tax developments affecting trust planning and administration strategies Understand technology's impact on trust administration and client service delivery Identify opportunities created by evolving state trust laws and jurisdictional competition   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
  • 2/2/2026
    Presented
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