Category Archives: Texas MCLE

New CLE on What Women Lawyers Can Do to Combat Bias

There’s a reason that women are sorely unrepresented in upper leadership. America’s workplaces – especially legal offices – are riddled with bias against women leaders. As a result, women seeking to advance in their legal careers face both biases that prevent them from reaching the upper echelon of their firms and careers.

Gender Bias in the Legal Profession[1]

Female and male attorneys experience a sharp disparity in their career achievements: compensation earned, management positions held, and first chair opportunities made available. This disparity is primarily the result of one factor: the discriminatory operation of gender stereotypes in all legal organizations—even the very best intentioned ones.

In this thoughtful and fast moving program, Andrea S. Kramer and Alton B. Harris discuss the extent of and reasons for the achievement disparity between female and male lawyers, and how gender stereotypes and gender bias prevent women from advancing in their legal careers as far and as fast as men. Andie and Al mainly discuss the ABA’s response to increase diversity & inclusion, the root of the gender bias problem and what women can do to overcome gender bias. To access the course please click here: What Women Can Do to Advance Their Legal Careers Despite Gender Bias.

Andie and Al also talk about:

  • ABA Model Rule 8.4(g)
  • ABA Resolution 302
  • Men and #MeToo
  • Communal & agentic stereotypes
  • Biases that flow from gender stereotypes
  • The Goldilocks dilemma
  • Impression management
  • Seeking make allies
  • Encouraging organizational change

Andrea S. Kramer is an attorney and a partner in the international law firm of McDermott Will & Emery, LLP. The managing partner in the Chicago office of Nixon Peabody, Al is a frequent writer and lecturer on the financial markets, financial regulation, corporate governance and diversity in the legal profession.

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)
  • 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.

[1] Rewrite the Script: Overcoming Gender Stereotypes Holding You Back

iframe.dri.org/DRI/course-materials/2017-WITL/pdfs/06_Harris.pdf

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TX CLE: REPORTING TEXAS CLE COURSES

Texas attorneys must complete at least 15 hours of CLE during each TX MCLE compliance year. The Texas CLE compliance year is a one-year period. That period starts on the first day of the month you were born — and the compliance year ends one year later on the last day of the month that precedes the month you were born.

Texas CLE Reporting

Attorney Credits reports your completed Texas CLE courses every Monday. However, since Texas is still technically a self-reporting state it’s still the attorney’s obligation to make sure the CLE credit was received by the State Bar of Texas.

As an Accredited Sponsor of CLE in Texas, Attorney Credits does report your all your completed Texas CLE courses to the State Bar of Texas. We send lists of completed courses to the State Bar of Texas every Monday. Because Texas attorneys are ultimately responsible for reporting completion of their continuing education requirement to the State Bar of Texas, you must verify the receipt of your completed courses by the State Bar of Texas. For more information please click here: TX CLE.

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Get Your CLE Done: Keep Your Law License!

When we first opened up, our idea was to bring you quality CLE at a great price, in a convenient online format.  We know that attorneys are busy professionals and 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 please click here: Attorney Credits.

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New CLE: Succession Planning for Business Owners

Retiring Baby Boomers will sell or bequeath $10 trillion worth of assets over the next two decades. And many of these assets are held in over 12 million privately owned businesses that will be changing hands over the next few decades.

Exit Planning for Business Owners

A recent survey by PricewaterhouseCoopers found that only about 27% of private businesses have done ANY exit planning.

Whether you and your brother are set to inherit the family jewelry business or you have business clients that are getting ready to “cash out,” this two-part presentation will teach you about key considerations in exit and personal planning for business owners. The focus of the first part of the presentation will be on income tax planning. The second part of the presentation will focus on closely held businesses, tax treatment of business entities and variables influencing transfer techniques. To access the course please click here: Exit Planning for Business Owners – Income Tax, Control and Cash Flow.

Additional topics covered:

  • The benefits of exit planning
  • Building your team
  • Transaction readiness
  • C corporation asset sale planning
  • The qualified business income deduction.
  • Intra-family succession
  • Management buy-out
  • ESOP
  • “Maturation” of the buy-sell agreement
  • The sales process
  • Mind-mapping the buy-sell
  • Family members & employees as transferees
  • Other buyers as transferees

Keith L. Troutman is a Partner in Squar Milner’s Tax Department. Michael Shafer is a Principal in Squar Milner’s Tax Department. Joshua Seigel is a senior manager in Squar Milner’s merger and acquisition tax practice. Peter Myers is Certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization. Sean Kenney concentrates his practice in the areas of trusts and estates, business succession and taxation.

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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What CLE Courses Do YOU Want To See??

We get extremely busy around the end of the year and through January.  This is due to the fact that a number of states have December 31 deadlines and California has a January 31 deadline.  Once we get through our super busy period, then we switch gears and start calendaring more CLE tapings for the new year.
Well, it’s that time of the year again!  We will soon be cranking up the taping schedule and bringing you all kinds of new CLE courses for 2018.  My question to you… what CLE courses do you like to study OR what courses would you like added in 2018?  Let us know so we can bring you what YOU want to see!!

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CLE on Dealing with Clients and Attorneys with Substance Abuse and Mental Health Issues

There has been a recent trend in the last few years to place greater emphasis on how substance abuse and mental health issues affects attorneys and the clients they represent.

The following specific personality disorders will be discussed: paranoid, schizoid, schizotypal, avoidant, obsessive-compulsive disorder, dependent, antisocial, histrionic, borderline and narcissistic.

In this course, attorney Amy Allemann will address mental health and substance abuse issues among attorneys and personality disorders frequently encountered in everyday practice. Amy will mainly address depression & substance abuse in the legal profession, personality disorders common in attorneys & clients and the ethical issues involved. To access the course please click here: Dealing with Clients and Attorneys with Substance Abuse and Mental Health Issues.

In addition, Amy will also cover:

  • The facts about depression & suicide
  • The DSM-5 Criterion for a Major Depressive Episode
  • Signs & symptoms of chemical dependency
  • Cluster A, B & C personality disorders
  • Dealing with High Conflict Personalities
  • Reacting vs. responding
  • Competence to practice law
  • Confidentiality to clients with mental health issues
  • Dealing with clients with mental health issues
  • Your duty to report intended future client crimes.

Amy E. Allemann is the managing attorney of Boyd Law and she specializes in complex civil litigation and family law. A frequent speaker, Ms. Allemann belongs to several associations including Mensa International, LEAD San Diego, the Thomas More Society, the San Diego Lawyers Club and the San Diego County Bar Association.

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: Whose Responsibility is it to Ensure That Your TX CLE Hours are Properly Reported?

Texas attorneys are required to finish fifteen (15) TX CLE credit hours each annual Texas MCLE compliance period, including three (3) credit hours of legal ethics or professionalism. The Texas CLE compliance year is a one-year period. It begins on the first day of the month you were born and your compliance year ends one year later on the last day of the month that precedes the month of your birth.

TX CLE Reporting

Although MCLE providers are required to report completed CLE courses, Texas is technically a self-reporting state. Individual attorneys must ensure that their CLE credits were properly reported.

When you finish CLE courses, CLE providers are required to complete your completed TX CLE courses to the State Bar of Texas. However, since Texas is technically a self-reporting CLE state you must verify the receipt of your TX CLE compliance information because Texas attorneys are ultimately responsible for ensuring that CLE courses are properly reported. For more information about Texas CLE please click here: TX CLE.

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TX CLE Reporting: The Annual Verification Report

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Texas attorneys get an extra birthday present! Your Texas MCLE compliance year 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.[1] Your birthday present – you get a grace period though your birth month to complete your 15 required TX CLE hours without penalty.

The Annual Verification Report[2]

  • The Texas MCLE Verification Report
    • Will be mailed to you 8 weeks before your birth month
  • Grace Period
    • A reminder notice will be emailed and mailed to you
    • At the beginning of your birth month
  • Cure your CLE deficiency
    • If you have not completed or reported the required 15 hours
    • By the last day of your compliance year
    • You must cure your CLE deficiency

While many providers report your completed Texas CLE hours, since Texas is a self-reporting CLE state it is your responsibility to make sure your Texas MCLE is accurately and timely reported. Failure to timely report your TX CLE hours could result in a non-compliance penalty. For more information about Texas CLE, please click here: TX CLE.

[1] The Texas MCLE compliance year is a one-year period.

[2] Report Your MCLE Hours https://www.texasbar.com/AM/template.cfm?section=Reporting_MCLE_Hours

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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: 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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