Category Archives: New York MCLE

New York CLE: How Do I report that I completed my NY CLE requirement at the end of my compliance period?

Experienced attorneys are those attorneys that have been admitted to the New York State Bar Association for more than two years. Experienced New York attorneys are required to complete at least 24 NY CLE credit hours each 2 year reporting cycle.[1]

NY CLE Reporting & Compliance

  • Reporting Cycle: 2 years
  • Compliance Deadline: Birth date
  • Reporting Deadline: 30 days after your birthday

Towards the end of your CLE compliance period (your birth month), the New York CLE Board will mail you an attorney registration form. You must file your attorney registration form and indicate that you have completed your NY CLE requirement within 30 days after your birthday on alternate years. For more information about CLE in New York please click the following link: NY CLE.

[1] New York attorneys admitted BEFORE 1/1/82 OR in an even-numbered year register in EVEN-numbered years. New York attorneys admitted in an odd-numbered year AFTER 1982 register in ODD-numbered years.

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New CLE: Anatomy Fundamentals for Attorneys

In briefs and during mediation – and especially in court – personal injury attorneys must be able to adequately convey their knowledge of anatomy to experts, the judge and most importantly the jury.

Attorneys & Anatomy

From car accidents to botched surgeries, many legal cases require lawyers to wear their doctor hats and have in-depth knowledge of the anatomy of the human body.

In this CLE course, attorney Rachel Rose will teach you about anatomy fundamentals so you can effectively communicate with your doctor experts and the jury. Rachel will mainly cover the issues & types of cases that require a lawyer to have anatomical knowledge, anatomy vs. pathology, medical position terminology and practical points to consider in your legal cases. To access the course please click here: Anatomy Fundamentals for Lawyers.

Rachel reviews the following systems:

  • Musculoskeletal
  • Gastro-intestinal
  • Circulatory
  • Nervous

From working on Wall Street to interning at the Department of HHS, Rachel V. Rose, JD, MBA, has accumulated knowledge in a multitude of fields throughout her career, with an emphasis on various facets of healthcare. She advises on federal and state compliance and areas of liability associated with a variety of healthcare, legal and regulatory issues including: HIPAA, the HITECH Act, the False Claims Act, Medicare issues, as well as corporate and security regulations.

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 Texas and around the country. For more information about CLE in Texas please click the following link: TX CLE.

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NY CLE: New York CLE FAQ

How many NY CLE hours do I need to complete?  How many ethics hours are required?  When do I report compliance?  Do providers report my completed courses? Are there special requirements for newly admitted attorneys?

Top NY CLE Questions

  • As an “experienced” New York attorney, what is my CLE requirement?
    • Experienced New York attorneys must complete a total of 24 NY CLE hours every two years. You must complete at least 4 hours of Ethics and Professionalism each two-year compliance period.
  • When must I complete my NY CLE requirement and report my NY CLE compliance?
    • Your NY CLE compliance deadline is your birthday. You have 30 days after your birthday to report your NY CLE compliance.
  • How do I report my New York CLE compliance?
    • The CLE Board will mail you an attorney registration form to report compliance. You must file your attorney registration form and indicate that you have completed your CLE requirement within 30 days after your birthday on alternate years.

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

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New CLE on Privilege, Confidentiality and Attorney Work Product

It’s Tuesday and you’re just about to head to a quick lunch meeting with a potential new client. You check your email one last time before heading out and you see an email from Dan, one of your longest running clients that has recently had some financial hardships. Dan emailed you to “suggest” that he was thinking about covering up some “possible” money-laundering with documents you previously prepared for him. What do you do?

Privilege, Confidentiality and Attorney Work Product

Yes, dicey situations arise when it comes to the interplay of privilege, confidentiality and attorney work product.

Although related, these are different concepts and the interplay of the three frequently confuses lawyers and judges alike. Evan will discuss a number of case examples and practical everyday situations so you can better understand the similarities and differences between the privilege doctrine, the work product doctrine and confidentiality. To access these courses please click here: The Attorney-Client Privilege, Work Product Doctrine and Confidentiality.

Evan will mainly cover the:

  • ABA Model Rule 1.6
  • Mandatory & permissive disclosures
  • SEC violations
  • The 5 C’s of Confidentiality
  • Why the attorney-client privilege is under attack
  • Selective waiver
  • The crime-fraud exception
  • The Michael Cohen “raid”
  • Confidentiality & ex-employees
  • Opinion vs. ordinary work product
  • Ten tips to maximize the protections of confidentiality

Evan Stewart’s practice principally focuses on the financial services industry, handling litigation matters for domestic and international clients before federal and state trial and appellate courts, in arbitration forums and the U.S. Supreme Court.  He advises clients on a range of complex commercial matters, including antitrust, bankruptcy, class action defense, ethics, intellectual property, internal investigations, securities litigation, and tax controversies.

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 New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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NY CLE: Bias, Diversity & Inclusion for New York Attorneys

Did you know that the NY CLE requirement changed as of July, 1, 2018?  New York attorneys are now required to completed 1 hour of Diversity, Inclusion and Elimination of Bias each 2 year compliance cycle as part of the 24 required NY CLE hours.

New NY CLE Requirement

New York attorneys must now complete 1 hour of Diversity, Inclusion and Elimination of Bias starting July 1, 2018.

Please not that you are still required to complete at least 4 of hours in Ethics and Professionalism. Attorney Credits offers a number of courses on eliminating bias in the legal profession, increasing diversity in firms and inclusion issues. For more information about New York CLE please click here: NY CLE.

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New CLE on Legal Issues in Startup Financing

For entrepreneurs, financing is the primary and most pressing concern. That’s because without sufficient funding, it’s almost impossible to launch and run a successful business. And many of the people starting these new ventures are new to the business world and they are often unaware of the various securities laws that apply when acquiring funding.

Startup Financing

Just watch an episode of Shark Tank and you will see how desperate entrepreneurs are for funding.

In this course, attorney Gary J. Ross will teach you about the different rounds of startup financing and offer legal and practical suggestions when your entrepreneur clients are raising funds from their family & friends, angel investors and venture capital funds. Gary will mainly discuss the various rounds of financing, the advantages & disadvantages of different forms of financing, the securities laws that are relevant to each round of financing and the key terms that are negotiated between startups and their investors. To access the course please click here: Legal Issues in Financing for Startup Companies.

Gary will cover:

  • The seed stage of funding in-depth
  • Accredited & non-accredited investors
  • Convertible promissory notes
  • Regulation A+
  • Crowdfunding regulations
  • Convertible preferred stock
  • The term sheet
  • IPOs

Gary J. Ross focuses his practice on securities law, venture capital and private equity, corporate governance, and general corporate matters. Mr. Ross represents private companies (at all stages), including those exploring blockchain/cryptocurrency opportunities, as well as angel investors and investment funds.

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 New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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eDiscovery Fundamentals CLE

Despite the increased importance of eDiscovery in today’s legal world many attorneys still don’t even know the basics… what’s ESI??? How do you respond to a litigation hold? What are native files?

What is ESI??

If you’re a trial attorney and you don’t know what ESI is… then you need to take this CLE course!

In today’s electronic world, being prepared to properly respond to eDiscovery demands can make or break your client’s case – and your litigation budget. In this CLE course Alex Marjanovic and Greg Mahoney show you the most efficient way to respond to eDiscovery by discussing the key terms you need to know to get results, litigation holds and the three primary methods that firms are currently handling e-discovery. To access the course please click here: eDiscovery Fundamentals.

Three Primary eDiscovery Methods

Alex and Greg also review the three primary eDiscovery methods and  provides a cost benefit analysis and the potential for sanctions with each of the three methods (1) Review on your computer (2) Review hard copy of ESI and (3) Review in database. The analysis of the three methods is conducted with the use of a sample data set that could be found in any litigation matter today.

Alex Marjanovic is the Managing Partner of Sales at Epiq, a national and international provider of electronic discovery services, with responsibility over the Southwestern States of the U.S. He has had extensive experience with electronic and paper-based discovery and related litigation production/discovery matters over the past 14 years. Greg Mahoney is the Director of Legal Solutions at Epiq Global. He collaborates with law firms, government agencies and corporations throughout the eDiscovery process.

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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Get Your CLE Done: Keep Your Law License!

When we first started Attorney Credits, our idea was to bring you quality CLE at a great price, in a convenient online format.  We know that attorneys are busy professionals – you don’t need to waste your time and  money completing CLE courses.

Falsely Certifying CLE Compliance 

Countless attorneys have been fined and or suspended for failing to complete their MCLE requirement.

At the end of the day, we also help you to keep your law license.  That’s because if you fail to complete your CLE – or worse yet, lie about compliance – it can cost you your law license. For more information about CLE courses and bundles please click here: Attorney Credits.

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New CLE on Document Fraud in Elder Abuse Cases

One of your favorite clients is Pearl, who you’ve helped with some real estate and estate planning matters when her husband of 55 years passed away. Even though she’s in her eighties, she’s still sharp as a tack. One day she calls you frantically because her checking account is suddenly overdrawn and she thinks that her housekeeper might be to blame.

Document Fraud in Elder Abuse Cases

People who take advantage of senior citizens will often forge checks, alter deeds and attempt to change wills.

While many people think that it mainly consists of physical abuse, elder abuse is more often times a crime of financial abuse where relatives, caretakers and “friends” take advantage of the elderly. An experienced document examiner, Mike Wakshull has seen altered wills, attempted stock transfers, suspicious checks and homes sold with forged real estate deeds. To access this course please click here: Document Fraud in Elder Abuse Cases.

Using case examples from his own practice, he will highlight:

  • Knowing the telltale signs of faked signatures
  • The importance of exemplars
  • Fluidity vs. tremor
  • Examining the unique attributes of a signature
  • The tools used to examine documents

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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New CLE: Tips to Avoid Ethical Violations and Malpractice Claims

What can you do to avoid a legal malpractice claim or grievance from the state bar? Most of the time it’s not rocket science, there are many basic things you can do to limit your exposure.

Practicing Ethically

How many times do you have to be told to communicate with your clients? Well, it’s still not enough for some attorneys because numerous lawyers still get in hot water for failing to call, email or text clients and keep them in the loop.

Brooks Schuelke will help keep you out of trouble by discussing the key elements of malpractice law, 10 tips to avoid ethical violations, what you can do if a claim is made against you and possible insurance coverage. To access the course please click here: Ten Tips to Avoid Ethical Violations and Malpractice Claims.

Brooks will also cover:

  • Negligence
  • Breaching a fiduciary duty
  • Privity
  • Defining who you represent
  • Defining the scope of the representation
  • Communicating with clients
  • Saying you’re sorry
  • Calendaring, doing business with clients
  • Suing clients for fees
  • Screening clients
  • Conflicts checks
  • Reporting your claim to your insurance carrier
  • Purchasing legal malpractice insurance

Brooks has been a trial lawyer since 1995. His practice has focused on the representation of individuals and small businesses injured by others. This practice includes personal injury litigation and legal malpractice litigation.

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 Texas and around the country. For more information about CLE in Texas please click the following link: TX CLE.

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