Trustees have a duty to share trust information with beneficiaries. The nature and extent of these duties are determined by state law – but practitioners can deploy certain practice points to ensure fulfilling these duties.
Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.
In this incredibly practical CLE, Brooke Lively will show you how to make data driven decisions so you can efficiently manage your practice & team and run a profitable law firm. Four key areas are discussed: using data driven decisions to run your firm, the six key metrics to monitor progress, tracking the work production of your attorneys and improving collection rates.
Mike Wakshull has seen it all – from testifying in court about blood written on a wall to the authenticity of PDFs & word docs. He utilizes the scientific method to testify in court and consult with attorneys on the validity of documents and signatures.
Experienced trial lawyers Jeffrey Kimmel and Joseph Bavaro provide a lively discussion filled with practical points and tips that you can deploy at your next trial. The dynamic duo will mainly discuss gaining credibility by being yourself, practically applying the rules of civil procedure to your case, building rapport with the jury during voir dire, telling your client’s story during the opening statement and listening to the other side’s case.
The Texas MCLE grace period runs through the end of the birth month – in which to complete and report MCLE hours for that compliance year.
Springing from his experience in front of Bar Counsel, Craig will provide you a unique understanding of the prosecutorial tactics and challenges confronting attorneys when defending themselves.
California attorneys can take all 25 required CA CLEs online – including the 12.5 required hours of participatory credit. For online CLE courses, “participatory” means that we monitor your participation – which we do with verification checks during the video.
Our new “Gig Economy” has muddied the waters when it comes to classifying workers…. Independent Contractors… or Employees? Melody A. Kramer has been tracking these developments from California to New York – and even the federal government’s Pro Act. In this CLE, she will provide both legal & practical guidance for businesses as laws change and increasingly more workers are now considered employees.
Peter J. Wall will teach attorneys about the pitfalls trustees face when administering special needs trusts — with a focus on dealing with guardians, conservators & trustees.