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

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

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

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

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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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.

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

Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

$59.00

When family relationships fracture, trust administration becomes a delicate balance between legal obligations and family dynamics that can determine the survival of multigenerational wealth. This program provides essential strategies for managing trust disputes while preserving family relationships and protecting beneficiary interests. Learn to navigate the emotional and legal complexities that arise when family conflicts intersect with fiduciary duties.   Develop early intervention strategies to prevent minor family disagreements from escalating into litigation Master communication techniques that address family dynamics while maintaining fiduciary neutrality Understand when and how to involve family mediators, counselors, and other neutral professionals Structure trust provisions and administrative procedures that minimize future family conflict potential   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
  • 2/19/2026
    Presented
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Course1

Family Disputes & Trusts: Practical Strategies to Preserve Family Wealth

$59.00

When family relationships fracture, trust administration becomes a delicate balance between legal obligations and family dynamics that can determine the survival of multigenerational wealth. This program provides essential strategies for managing trust disputes while preserving family relationships and protecting beneficiary interests. Learn to navigate the emotional and legal complexities that arise when family conflicts intersect with fiduciary duties.   Develop early intervention strategies to prevent minor family disagreements from escalating into litigation Master communication techniques that address family dynamics while maintaining fiduciary neutrality Understand when and how to involve family mediators, counselors, and other neutral professionals Structure trust provisions and administrative procedures that minimize future family conflict potential   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
  • 2/19/2026
    Presented
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Course1

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
  • 2/23/2026
    Presented
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Course1

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
  • 2/23/2026
    Presented
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Course1

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
  • 2/24/2026
    Presented
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Course1

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
  • 2/24/2026
    Presented
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Course1

2026 Trademark Update

$59.00

Stay current with the rapidly evolving trademark landscape as new precedents, USPTO policy changes, and international developments reshape brand protection strategies. This comprehensive program examines recent court decisions, regulatory updates, and emerging enforcement challenges that define modern trademark practice. Position your intellectual property practice at the forefront of trademark law's continuing evolution.   Analyze landmark Supreme Court and Federal Circuit decisions affecting trademark scope and enforcement Understand recent USPTO policy changes impacting application procedures and examination standards Navigate emerging challenges in digital trademark enforcement and online brand protection Address international trademark developments affecting global brand protection strategies   Speaker: Marc Bernstein is a partner in the Employment Law Department at Paul Hastings. Marc has a broad-based employment litigation practice, with a focus on litigation of trade secrets, covenants not to compete, unfair competition and related business tort claims. Marc litigates a wide range of employment matters, including wage and hour class actions, employment discrimination, wrongful discharge, breach of contract and ERISA litigation. Marc also has extensive experience counseling multinational financial services corporations. His experience includes over 14 years as associate general counsel at American International Group, Inc., where he headed the company’s Labor and Employment legal group and was the senior employment lawyer advising management regarding employment issues.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/10/2026
    Presented
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Course1

2026 Trademark Update

$59.00

Stay current with the rapidly evolving trademark landscape as new precedents, USPTO policy changes, and international developments reshape brand protection strategies. This comprehensive program examines recent court decisions, regulatory updates, and emerging enforcement challenges that define modern trademark practice. Position your intellectual property practice at the forefront of trademark law's continuing evolution.   Analyze landmark Supreme Court and Federal Circuit decisions affecting trademark scope and enforcement Understand recent USPTO policy changes impacting application procedures and examination standards Navigate emerging challenges in digital trademark enforcement and online brand protection Address international trademark developments affecting global brand protection strategies   Speaker: Marc Bernstein is a partner in the Employment Law Department at Paul Hastings. Marc has a broad-based employment litigation practice, with a focus on litigation of trade secrets, covenants not to compete, unfair competition and related business tort claims. Marc litigates a wide range of employment matters, including wage and hour class actions, employment discrimination, wrongful discharge, breach of contract and ERISA litigation. Marc also has extensive experience counseling multinational financial services corporations. His experience includes over 14 years as associate general counsel at American International Group, Inc., where he headed the company’s Labor and Employment legal group and was the senior employment lawyer advising management regarding employment issues.

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/10/2026
    Presented
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Course1

LIVE REPLAY: Healthcare Issues in Trust and Estate Planning, Part 1

$59.00

Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments.   Part 1:  Explore the role of advanced health care directives in estate planning. Learn strategies for drafting durable powers of attorney for health care. Understand the legal responsibilities of health care agents and fiduciaries. Address the challenges of communicating end-of-life wishes with families and providers  Part 2: Navigate the legal and financial aspects of long-term care planning. Examine the impact of Medicaid and Medicare on estate planning strategies. Learn how to incorporate health care-related assets, such as HSAs, into estate plans. Address complex scenarios involving special needs trusts and elder care.   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 an attorney 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 has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/12/2026
    Presented
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Course1

LIVE REPLAY: Healthcare Issues in Trust and Estate Planning, Part 1

$59.00

Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments.   Part 1:  Explore the role of advanced health care directives in estate planning. Learn strategies for drafting durable powers of attorney for health care. Understand the legal responsibilities of health care agents and fiduciaries. Address the challenges of communicating end-of-life wishes with families and providers  Part 2: Navigate the legal and financial aspects of long-term care planning. Examine the impact of Medicaid and Medicare on estate planning strategies. Learn how to incorporate health care-related assets, such as HSAs, into estate plans. Address complex scenarios involving special needs trusts and elder care.   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 an attorney 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 has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/12/2026
    Presented
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Course1

LIVE REPLAY: Healthcare Issues in Trust and Estate Planning, Part 2

$59.00

Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments.   Part 1:  Explore the role of advanced health care directives in estate planning. Learn strategies for drafting durable powers of attorney for health care. Understand the legal responsibilities of health care agents and fiduciaries. Address the challenges of communicating end-of-life wishes with families and providers  Part 2: Navigate the legal and financial aspects of long-term care planning. Examine the impact of Medicaid and Medicare on estate planning strategies. Learn how to incorporate health care-related assets, such as HSAs, into estate plans. Address complex scenarios involving special needs trusts and elder care.   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 an attorney 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 has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/13/2026
    Presented
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Course1

LIVE REPLAY: Healthcare Issues in Trust and Estate Planning, Part 2

$59.00

Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments.   Part 1:  Explore the role of advanced health care directives in estate planning. Learn strategies for drafting durable powers of attorney for health care. Understand the legal responsibilities of health care agents and fiduciaries. Address the challenges of communicating end-of-life wishes with families and providers  Part 2: Navigate the legal and financial aspects of long-term care planning. Examine the impact of Medicaid and Medicare on estate planning strategies. Learn how to incorporate health care-related assets, such as HSAs, into estate plans. Address complex scenarios involving special needs trusts and elder care.   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 an attorney 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 has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/13/2026
    Presented
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Course1

Special Issues in Small Trusts

$59.00

Discover how traditional trust administration principles must be adapted when applied to smaller trust estates where administrative costs can quickly erode principal and beneficiary value. This specialized program addresses the unique challenges facing trustees and practitioners managing trusts with limited assets while maintaining fiduciary standards. Learn cost-effective strategies that preserve trust benefits without compromising professional responsibilities.   Implement cost-effective administration strategies that preserve trust assets for beneficiary distributions Navigate simplified reporting and accounting procedures appropriate for smaller trust estates Address family dynamics and beneficiary expectations in trusts with limited distribution capacity Understand when trust termination or modification becomes the most prudent administrative option   Speaker: John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia, where his practice focuses on estate planning, administration and taxation, elder law, and family business planning. He is a Fellow of the American College of Trust and Estate Counsel, a member of the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council. He has lectured widely on topics relating to estate planning, taxation, probate, elder law, and family businesses. Mr. Midgett received his B.A. from the University of Virginia and his J.D. from the University of Richmond.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 3/18/2026
    Presented
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Course1

Special Issues in Small Trusts

$59.00

Discover how traditional trust administration principles must be adapted when applied to smaller trust estates where administrative costs can quickly erode principal and beneficiary value. This specialized program addresses the unique challenges facing trustees and practitioners managing trusts with limited assets while maintaining fiduciary standards. Learn cost-effective strategies that preserve trust benefits without compromising professional responsibilities.   Implement cost-effective administration strategies that preserve trust assets for beneficiary distributions Navigate simplified reporting and accounting procedures appropriate for smaller trust estates Address family dynamics and beneficiary expectations in trusts with limited distribution capacity Understand when trust termination or modification becomes the most prudent administrative option   Speaker: John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia, where his practice focuses on estate planning, administration and taxation, elder law, and family business planning. He is a Fellow of the American College of Trust and Estate Counsel, a member of the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council. He has lectured widely on topics relating to estate planning, taxation, probate, elder law, and family businesses. Mr. Midgett received his B.A. from the University of Virginia and his J.D. from the University of Richmond.

  • Teleseminar
    Format
  • 60
    Minutes
  • 3/18/2026
    Presented
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Course1

Trust Administration Issues in Trust & Estate Planning, Part 1

$59.00

Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.   Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards Navigate investment management responsibilities and modern portfolio theory applications in trust administration Address beneficiary communication requirements and family dynamics in trust relationships Implement effective record-keeping and accounting systems that satisfy legal and practical requirements   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 4/8/2026
    Presented
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Course1

Trust Administration Issues in Trust & Estate Planning, Part 1

$59.00

Master the fundamental principles of trust administration that transform well-drafted estate planning documents into effective wealth management and family protection tools. This comprehensive program addresses the essential administrative duties and practical challenges facing trustees in today's complex legal and financial environment. Build the foundational knowledge necessary for competent trust administration and fiduciary service.   Understand core fiduciary duties including loyalty, impartiality, and prudent administration standards Navigate investment management responsibilities and modern portfolio theory applications in trust administration Address beneficiary communication requirements and family dynamics in trust relationships Implement effective record-keeping and accounting systems that satisfy legal and practical requirements   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 4/8/2026
    Presented
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Course1

Trust Administration Issues in Trust & Estate Planning, Part 2

$59.00

Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.     Master discretionary distribution standards and beneficiary advocacy in complex family situations Navigate trust modification and termination procedures including judicial and non-judicial options Address tax considerations affecting trust administration including income tax planning and reporting Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 4/9/2026
    Presented
SEE MORE
Course1

Trust Administration Issues in Trust & Estate Planning, Part 2

$59.00

Advance your trust administration expertise with sophisticated strategies for complex administrative challenges and specialized trust structures. This program builds on foundational concepts to address discretionary distribution decisions, trust modifications, and advanced planning techniques. Develop the specialized knowledge required to handle the most challenging aspects of modern trust administration practice.     Master discretionary distribution standards and beneficiary advocacy in complex family situations Navigate trust modification and termination procedures including judicial and non-judicial options Address tax considerations affecting trust administration including income tax planning and reporting Handle specialized trust types including charitable trusts, special needs trusts, and dynasty planning structures   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 4/9/2026
    Presented
SEE MORE