Monthly Archives: April 2017

CLE Course: Intro to Examination of Altered Documents

A client walks into your office in a major panic!  She just got off the phone with the bank… who just told her she doesn’t own her own home.  They have a deed that transfers the property out of her possession – that’s now owned 100% by her ex-husband – and it’s even been recorded by the county recorder. How can you possibly help this client?

Forensic Document Examiners 

  • Forensic document examiners are retained to determine whether a document has been altered.

By reviewing a series of case examples, Mike Wakshull provides an overview of the different types of alterations encountered by document examiners in legal cases and the methods used to detect these alterations. Mike discusses alterations to the following documents: a real estate deed, a birth certificate, a falsified mortgage document, a transfer of property agreement, an employment contract, an altered receipt, a holographic will, an altered PDF and an altered email. To access the course please click here: Introduction to Examination of Altered Documents.

Mike also addresses:

  • How document examiners use Photoshop
  • Examining ink on a document
  • Discovery of cut-and-paste signatures
  • The tools used by document examiners
  • Digital microscopes vs. stereo microscopes
  • Pixilation
  • Examining signatures written on digital tablets
  • Examining word documents
  • The future of forensic document examination

A court-qualified forensic document examiner, Michael N. Wakshull has been involved in the Forensic Document Examination arena since 1983 and belongs to a number of Document Examination Associations.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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FL CLE: Florida CLE FAQ

How many FL CLE hours do I need to complete?  When do I need to complete my 30 hours?  How do I report compliance?  Do providers report my completed courses?  What in the world is CLER?

Top FL CLE Questions

  • How are CLE credits reported to the Florida Bar?
    • You must self-report your FL CLE credit hours on the Florida Bar website. In order to self-report your FL CLE, you will need to know our Florida Bar course numbers for FL CLE course that you complete. The Florida Bar course numbers are printed on your Certificates of Completion.
  • How often and by when do I need to report CLE compliance?
    • Florida attorneys are required to report FL CLE hours earned every three years. Each Florida attorney is assigned a three year reporting cycle. You can find your reporting date on the mailing label of The Florida Bar News.
  • What is the new technology requirement?
    • Effective January 1, 2017, each Florida attorney must complete 3 credit hours in approved technology programs each compliance period. Compliance with the new rule will begin in the member’s next reporting cycle following the January 1, 2017 effective date. For example, if your last reporting cycle ended on December 31, 2016, then you would not have to complete the technology requirement until the end of your next compliance period on December 31, 2019.

If you’re like many Florida attorneys – even attorneys that have practiced for years – you have questions about your Florida CLE compliance. That’s why we created our Florida CLE FAQ… so we can help you easily find the information that you need about your FL CLE compliance! For more information about your FL CLE compliance please click here: FL CLE FAQ.

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New CLE: Using Clio to Streamline Your Legal Practice

We live in the 21st century.  Practice and case management software now provides attorneys with a convenient method of effectively managing client and case information – from conflicts and calendaring to documents and billing.  It can be used to share information with clients and other attorneys in the firm via the cloud and it is also scalable so you can choose the best fit for your firm.

Practice Management Software

How do you choose between MyCase, Clio, Rocket Matter or one of the many other service providers?

This CLE course will review how Clio practice management software can help you run a more efficient law firm by attorneys who have implemented Clio at their law firm. Eric Hanscom, Ian McDaniel and Ryan Pickett of Hanscom Alexeev & McDaniel LLP mainly address tracking client information, managing conflicts of interest, calendaring and document management. This course will focus on how Clio can be used in an Intellectual Property and business law firm context. To access the course please click here: Using Clio to Streamline Your Legal Practice.

The panel of speakers also address:

  • The advantages of cloud based software
  • Costs & savings
  • Tracking renewal fees
  • The client intake process
  • Invoices
  • Integration with other applications and programs
  • Electronic signatures

Before beginning his own practice, Eric Hanscom utilized his science background and law degree to gain experience in multiple facets of patent, trademark and copyright law.  Ian McDaniel focuses his expertise on advising emerging companies and small and mid-size businesses in corporate and securities transactions and general counsel services. A graduate of the University of San Diego Paralegal Program, Ryan Pickett will be enrolling in law school in 2018.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.

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TX CLE: Texas MCLE FAQ

How many TX CLE hours do you have to complete?  How do you report your CLE credit? Does the provider report your Texas CLE credit?  How many ethics hours are required each year?

Top TX MCLE Questions

  • When must I complete and report completion of my Texas CLE requirement?
    • The Texas CLE compliance year is a one-year period that begins on the first day of the month you were born and ends one year later on the last day of the month that precedes the month of your birth. Every Texas attorney is granted an automatic grace period to complete and report mandatory TX CLE hours for the TX CLE compliance year. This TX CLE grace period runs until the end of the birth month.
  • Does Attorney Credits keep track and report my Texas CLE hours completed?
    • Yes, Attorney Credits does report your Texas CLE credit completed to the State Bar of Texas. We send completed lists to the State Bar of Texas every Monday. We report on Monday for all courses completed the previous Monday 12:00:01 AM to Sunday 12:59:59 PM.
  • Whose responsibility is it to ensure that your TX CLE hours are properly reported?
    • You. Since Texas is a self-reporting CLE state you must verify the receipt of your TX CLE compliance information because Texas attorneys are ultimately responsible for reporting completion of their TX CLE requirement to the State Bar of Texas.
  • How do I report my annual Texas MCLE compliance?
    • Your MCLE Annual Verification Report will be mailed to you by the State Bar of Texas eight (8) weeks before your birth month. It is your duty to review this report carefully. If the Verification Report indicates that you have completed the required number of TX CLE hours, you do not need to take any further action. If you have not completed or reported the minimum 15 TX CLE credit hours by the last day of your TX CLE compliance year, a reminder notice will be emailed and mailed to you by the State Bar of Texas at the beginning of your birth month. If you are not in compliance with your mandatory TX CLE requirement you can either report your TX CLE compliance online or submit a coded Credit Input Form that is mailed along with your MCLE Annual Verification Report.

If you’re like many attorneys, you have questions about your CLE compliance. That’s why we created our Texas CLE FAQ… so we can help you easily find the information that you need about your TX MCLE compliance! For more information about your TX CLE compliance please click here: TX CLE FAQ.

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New CLE on Protecting Aftermarket Auto Parts with IP Protection

Ford, Chevy, Dodge… America is known around the world for our car culture and our love of the automotive industry. And if it’s one thing that many Americans enjoy doing, it’s customizing their cars by slapping on the hottest new rims or upgrading to the most fuel-efficient oxygen sensor.

The Aftermarket Auto Industry

The aftermarket auto industry is big business domestically and the globe. The industry is slated to expand exponentially over the coming years with an estimated target revenue of $680 billion by 2024.

This course will discuss common legal issues in the aftermarket automotive industry and focuses on intellectual property concerns regarding aftermarket auto parts. The main subjects covered include: the aftermarket auto industry, how to protect inventions, how to protect the name of a company or product, how to enforce a trademark, how use copyright protection for websites & artwork, pre-litigation strategies to avoid court, the role of product liability insurance, facing a potential lawsuit and how to advise clients. To access the course please click here: Trick That Ride: Protecting Aftermarket Auto Parts with IP Protection.

Eric, Ed and Dave also discuss:

  • The SEMA (Specialty Equipment Market Association) Convention
  • Protecting manufacturers
  • Provisional patents
  • Potential investors
  • Trade secret protection
  • Foreign IP protection
  • Descriptive trademarks
  • Enforcing & policing marks
  • Registering copyrights
  • Statutory damages
  • Copyright myths
  • Additional insureds
  • The schedule of assets

An intellectual property attorney, Eric Hancom is actively involved in overseeing litigation, contract negotiation and customs issues in the U.S., Asia, Europe, South American and Australia over matters ranging from patent and trademark infringement to breach of contract. Edward W. Burns has extensive litigation experience in State and Federal Court and assists clients in protecting corporate intellectual property, including infringement litigation. David Branfman focuses on intellectual property and entertainment law, including trademarks, copyrights, trade secrets, licensing, motion pictures & TV and music.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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CLE: Gender & Culture Bias in the Legal Profession

The American legal system is predicated on neutrality, equality and impartiality for all individuals, regardless of gender, race or nationality. However, while everyone is considered equal in the eyes of the law, each person is their own unique individual and miscommunication often occurs from how we communicate – rather than what we communicate.

Culture & Gender Bias in the Legal Profession

After you complete this course you will better understand the cause of culture and gender-related misunderstandings in communications as well as strategies to better work with your clients and fellow attorneys.

In this CLE course Monty McIntyre addresses the impact of culture and gender on attorneys, judges, witnesses and litigants. Monty mainly addresses how culture and gender affects how attorneys and litigants process information, communicate & negotiate, evaluate risk, formulate decisions and reach agreements. To access this course please click here: Civility and Professionalism: Gender and Culture Bias in the Legal Profession.

Additional subjects addressed:

  • Types of bias
  • Theories of fairness & civility
  • Information processing styles
  • Individualistic vs. collective thinking
  • High vs. low context cultures
  • Risk uncertainty avoidance
  • Low & high power distance cultures
  • Cross-talking & overlapping speech
  • Validation
  • Ritual opposition

Monty A. McIntyre is a currently a mediator, arbitrator & discovery referee. In addition to his ADR experience, he also has extensive trial experience representing both plaintiffs and defendants. He has tried more than 100 cases to conclusion, including 33 civil jury trials. Mr. McIntyre served as the President of the San Diego County Bar Association in 2002 and was the 2014 President of the San Diego Chapter of the American Board of Trial Advocates (ABOTA).

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.

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New CLE: Estate Planning 101

Estate planning is a process – accepting one’s mortality, active listening and focusing on the needs of the trustor first are just a few of the most basic issues to consider. For effective estate planning, the lawyer serves by guiding the client to contemplate life’s challenges and then formulates decisions about serious topics like long term illness, conflicts of interest, wealth preservation and eventually death.

Estate Planning 101

This course is designed for attorneys who are new to estate administration or need a basic refresher.

To learn more about this important topic that we all must face join Marguerite Lorenz, a Professional Fiduciary, for a high-level overview of the main concerns and considerations when working with clients on crafting their estate plan. Marguerite mainly discusses considering quality of life, incapacity, basic vs. advanced estate planning concepts, charitable giving & benefits, transferring wealth, serving as trustee, updating the estate plan, administering estates with guns and pets. To access the course please click here: Estate Planning 101.

Marguerite will also cover:

  • Your client’s network of people
  • Key events
  • Control points
  • Powers of attorney & conservatorships
  • POLSTs (Physician Order for Life Sustaining Treatment)
  • Considering tax consequences
  • Pay on death accounts, trustees & recordkeeping
  • Cash flow projections
  • Gold & silver
  • Establishing the relationship

The principal at Lorenz Fiduciary Services, Inc., Marguerite C. Lorenz has been serving as Private Trustee and Executor since 2003. Marguerite is host for a comprehensive estate planning education program (www.EstatePlanning101.org) and President of the Estate Planning Group Network. She is a frequent presenter for various professional organizations and she co-authored “Ethics for Trustees” along with Jane Lorenz.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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New CLE: The Nuts and Bolts Appellate Oral Arguments

Your oral argument is not a speech at the local Toastmasters where you will be handed ten minutes of interrupted speaking time. Rather, it’s dynamic, rapid shifting and can require extreme responsiveness if you get that judge that likes to pepper you with questions. Since oral argument is much more fluid process than regurgitating a written response, you need a more dynamic approach when you prepare and present your argument.

When you prepare for oral argument do you find yourself writing out a convoluted outline and rehearsing in front of the mirror like you are going to be speaking at the local Toastmasters?

In this incredibly entertaining and practical CLE course, Peter R. Afrasiabi covers what to do, what NOT to do and how to be prepared when you stand at the podium to argue your appeal. Peter mainly discusses the hallmarks of an effective oral argument, winning preparation strategies and practical points when making your argument in front of the judges (or justices). To access the course please click here: Appellate Oral Arguments: Nuts and Bolts and Do’s and Don’ts.

Peter also addresses the following:

  • Using a conversation dialogue
  • Knowing your audience & goals
  • Crafting a compelling argument
  • Establishing credibility
  • The kitchen sink approach
  • Briefs & the record review process
  • Facts & law review
  • Your podium materials
  • Mooting
  • Your first words
  • Staying cool under pressure
  • Possible outcomes
  • Amicus briefs
  • 7 Golden Rules

From battles with Madonna over the “Material Girl” brand to fair use disputes with the Eagles’ Don Henley to protecting such iconic brands as Bettie Page in trademark and trade dress disputes, Peter R. Afrasiabi primarily handles copyright, trademark, and entertainment disputes. He is also the Chair of the Appellate Practice Group for One LLP and co-director of the Appellate Litigation Clinic at the University of California, Irvine School of Law.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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