Tag Archives: California CLE

New CLE on Franchise Law & the Franchise Disclosure Document (FDD)

Franchise law is a specialized area of law that is fairly regulated by both federal law and various state laws. Knowing the intricacies of how franchising and franchise law work can enhance your skill sets as a practitioner and help you better assist your business clients.

Franchise Disclosure Document (FDD)

The Franchise Disclosure Document (FDD) must include 23 items and it includes prospective franchisees with the information they need to make an informed decisions.

In this CLE course, Joe Donnini will cover not only the fundamentals of franchise law, but also address numerous practical points that you must consider to effectively represent your clients that are considering buying a franchise. Joe will mainly discuss the legal definition of a franchise, the federal & state regulatory framework, disclosure & documents, franchise contracts and common legal and practical concerns. Joe also spends a considerable portion of the course reviewing the 23 items in the Franchise Disclosure Document (FDD). To access the course please click here: Franchise Law.

Joe mainly covers the following Items in the FDD:

  • The estimated initial investment
  • Initial & other fees
  • Financing
  • Renewal
  • Termination
  • Transfer & dispute resolution
  • Financial performance representations
  • Contracts

Joe Donnini is an experienced attorney, entrepreneur, educator, and business consultant. Having a diverse background has positioned Joe to gain perspective in multiple industries on many matters. Joe has assisted clients in key areas of business creation, development, operations, and finance.

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 on Property Damage & Homeowners Insurance

Many of us have achieved the one of the pinnacles of the American dream, owning our own home. However, even though it’s the most expensive purchase many of us will make, quite a few attorneys and clients fail to understand the basics of the document that protects their investment – their homeowners insurance policy.

Floods, Wildfires and Hurricanes

In 2017, from floods to fires there were 16 related weather disasters that exceeded $1 billion each and the damage from Hurricane Harvey will exceed $125 billion.

In this CLE course, attorney Evan Walker will walk you through the basics of understanding homeowners insurance policies and coverage. He will mainly cover the following topics: the declarations page & definitions, coverages, exclusions, endorsements and first & third party claims disputes. To access the course please click here: Burnt, Smashed, or Broken: Property Damage and Homeowners Insurance.

Evan will also discuss coverage & coverage limits

  • Coverage A – D
  • How to read the policy
  • The definitions of the insured & insured property
  • The issue of being underinsured
  • Due diligence to make sure that you have adequate insurance
  • Depreciation
  • Additional living expenses
  • Named perils
  • The burden of proof
  • Scope of coverage
  • Riders
  • Contract-driven disputes
  • Tort claims against third parties
  • Subrogation

After evacuating from New Orleans to Houston, Evan W. Walker graduated in 2008 as part of the ‘Hurricane Katrina Class.’ After graduation, Evan worked for a New Orleans insurance defense firm. He opened his own firm in 2014 to represent people after years of defending insurance companies.

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 for Attorneys on Litigating Sexual Harassment Claims in the #MeToo Era

Susan Fowler had tried everything – going to human resources, talking to her managers, transferring departments, but nothing changed. An engineer at Uber, the sexist comments at her toxic workplace just kept coming. So she went online and wrote a 3,000-word blog post exposing the behavior and culture at Uber. Less than one year later, Uber co-founder and C.E.O. Travis Kalanick was forced out along a number of Uber executives

#MeToo and Sexual Misconduct Lawsuits

With the #MeToo hashtag, women have been empowered to share their harrowing experiences of harassment and assault by men. Lawyers litigating these claims will see familiar themes that run through these sexual misconduct cases.

Stories like that of Susan Fowler have dominated Twitter and the headline news the last few months since the Harvey Weinstein scandal broke and have resulted in numerous terminations and lawsuits in workplaces around the country. In this CLE course, trial attorney Dan Gilleon will discuss litigating sexual harassment claims in the #MeToo era, state and federal laws covering sexual misconduct and important considerations when evaluating sexual misconduct cases. To access this course please click here: Litigating Sexual Harassment Claims in the Me Too Era.

Dan will also cover the following topics:

  • The four stages to these cases
  • Numerous case examples from his practice
  • Hostile work environment & quid pro quo cases
  • Claims under FEHA (Fair Employment and Housing Act)
  • Insurance & the defendant’s ability to pay
  • Key statutes of limitations

For decades, Dan Gilleon has been fighting for his clients with exceptional intensity and passion. Mr. Gilleon fights with vigor for his clients, often for the “little guy” that is being taken advantage of or bullied and he has fought and won countless high profile cases, often against powerful companies or even dangerous thugs and criminals.

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 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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CLE COURSE: DIGITAL FORENSICS FOR ATTORNEYS 102

Just because a person installs some software on the neighbor’s computer does not make them a digital forensics expert. And when your client is looking at 30 years in prison, this is not the person you want to retain as the digital forensics expert in your next case.

Digital Forensics

There is a tremendous knowledge gap in our legal system today when it comes to matters involving digital evidence. In our years of experience in working with attorneys as digital forensics experts, common questions arise again and again: What do I ask for? Is the evidence relevant? What does this item in the forensic report mean? What should I ask the other expert? What should I ask you? Can you explain that to a jury?[1]

Digital forensics is a highly technical field. The expert you select must have the proper investigative and technical background – in addition to being able to understand their place in the legal system. If you need help selecting a digital forensics expert for your next case join Lars Daniel as he covers how to select the best expert, discovery & usage of digital evidence and challenging digital evidence. To access this course please click here: Digital Forensics for Attorneys 102.

Lars also discusses:

  • Computer experts vs. forensic experts
  • Key points to selecting an expert
  • Forensic & non-forensic certifications
  • Forensic tools
  • The expectations of the digital expert
  • The Brad Cooper murder trial
  • Spotting the problem expert
  • United States v. Bryan James Gardner
  • Browser caching
  • Challenging text messages
  • Macrium images

Lars Daniel has numerous digital forensics certifications. The co-author of the book Digital Forensics for Legal Professionals, Lars has attended over 250 hours of forensic training and has worked on over 500 cases involving murder, child pornography, terrorism, rape, kidnapping, intellectual property, fraud, wrongful death, employee wrongdoing and large scale e-discovery collections.

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 California please click the following link: NY CLE.

[1] Excerpt from Digital Forensics for Legal Professionals: Understanding Digital Evidence From the Warrant to the Courtroom

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New CLE: Tell Your Client’s Winning Story

There’s always a greater story hidden behind the rigid surface of your client. As a trial lawyer, it’s your job to be able to find this story, to craft it and then to awaken the jury to your client’s greater story.

Tell the Winning Story

When you’re facing the jury, you’re a storyteller whether you like it or not. The question is, how good is that story? Is it dead or alive?

In this CLE course, Juliard’s graduate Jesse Wilson will show you how to present your client’s winning story to the jury while avoiding the victim trap. Jesse will mainly discuss how to avoid telling the whining story, building a strong human connection with the jury, putting your client’s story before the jury and understanding the role of story & conflict at trial. To access the course please click here: The Winning vs. Whining Story: How to Transform Your Client from Victim to Victor.

Additional topics addressed include:

  • Embracing & thriving in an uncomfortable courtroom
  • Avoiding talking about your client like a victim
  • Tapping into emotional evidence
  • Breaking through your client’s rough exterior
  • Crafting the theme of your case
  • But I don’t love my client
  • Reframing the definition of conflict
  • What make a great story
  • Focusing on conflict
  • Using monologue to understand your client’s experiences

Born and raised in Los Angeles – almost underneath the iconic Hollywood sign – Jesse Wilson is the CEO and Founder of Tell The Winning Story, a communications effectiveness program that helps attorneys step into their true communications power through the raw power of the theater. He works with attorneys throughout the country to tell their client’s winning story.

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: Levelling the Playing Field – An Overview of Title IX Litigation

Title IX of the Education Amendments of 1972 prohibits sex discrimination in educational institutions that receive federal funding. The principal objective of Title IX is to avoid the use of federal money to support sex discrimination in education programs and to provide individual citizens effective protection against discriminatory practices in schools that receive federal funding.

Title IX issues include, but are not limited to the following:

  • Access to higher education, especially in areas of study where women, including women of color, are and have been traditionally underrepresented.
  • Equal opportunity and access to athletics, including adequate funding of women’s sports; equal access to practice times, facilities, and transportation; access to scholarship monies; and pay equity among male and female coaches.
  • Sexual harassment
  • Education for pregnant and parenting students.
  • Employment, including tenure and pay equity issues, and pregnancy claims.
  • Discrimination based on sexual orientation.
  • Retaliation for complaining about discrimination.

In this CLE course, attorney Adria Silva discusses what you need to know when handling Title IX cases by highlighting some of the most important elements and case law in this complex area of law. Adria mainly discusses the differences between Title IX and Title VII gender discrimination claims, pregnancy discrimination, damages, representing minor plaintiffs, filing the lawsuit and privacy (FERPA) considerations. To access the course please click here: Levelling the Playing Field: An Overview of Title IX Litigation.

Additional topics include:

  • Exempt institutions
  • Patterns of proof
  • Establishing your case
  • Affirmative defenses
  • Common plaintiffs & defendants
  • Conditions precedent
  • The OCR (Office of Civil Rights)
  • The burden of proof
  • Retaliation cases
  • Equitable relief
  • Multi-client representation & conflicts of interest
  • Forms of production
  • The Family Educational Privacy Rights Act (FERPA)
  • Recent verdicts

Attorney Adria Lynn Silva represents employees and students in Title IX gender or sex discrimination, harassment, and retaliation cases. She has been named a Rising Star in Employment and Labor Law by Super Lawyers Magazine.

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

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CA CLE: LATE DEADLINE IS JUNE 30 FOR CALIFORNIA

California attorneys in Group 2 (H-M) should have completed their CLE completed by February , 2017. However, if you comply with your CA MCLE requirement by June 30, you only have to pay a $75 late fee.[1]

Extensions of Time

If you comply with the California MCLE requirement by June 30, you do not need to request an extension of time. You will be assessed a late fee of $75.

Please remember to properly complete your California CLE requirement. You must complete the proper amount of bias (1 hour), competence issues (1 hour) and ethics hours (4 hours). Also, please make sure that you don’t exceed 12.5 credit hours of self-study credit. For more information about the California MCLE requirement please click the following link CA CLE.

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New CLE: Tax Planning Under the New Tax Law

What a year it’s been for tax and estate planning attorneys – a year of change and uncertainty. However, with the passage of the Tax Cuts and Jobs Act things have become much more clear… or have they? I know that I’ve talked to quite a few attorneys the last few months desperate for a CLE on the new tax law.

Tax Planning – The Tax Cuts and Jobs Act

Major tax reform was approved by Congress in the Tax Cuts and Jobs Act (TCJA) on December 22, 2017. The IRS is working on implementing this major tax legislation that will affect both individuals and businesses.

If you’re one of those attorneys that needs help deciphering the Tax Cuts and Jobs Act, David K. Cahoone will provide his wisdom and guidance on the newly minted tax act so you help your clients chart the best path in these tumultuous times. David will mainly talk about what’s changed & what remains the same under the Tax Cuts and Jobs Act, the increasingly critical role of building flexibility into plans and continuing to help clients discover and set a course for achieving their enlightened dreams. To access the course please click here: Tax Planning: Providing Wisdom and Leadership in Tumultuous Times.

The following will also be discussed:

  • Sunset provisions
  • Transfer tax exemptions
  • Inflation adjustments
  • Trusts and Estates Tax Rates
  • Medicare surtax
  • Chained C-CPI
  • The grand illusion of exemption increase
  • Clawback
  • Marital trust planning
  • Wealth creation, preservation & distribution
  • Portability
  • QTIP-ing with portability
  • When to make a “portability only” QTIP election
  • More basis – the new holy grail of planning
  • Why flexibility in planning matters
  • Protecting inheritances
  • Life insurance
  • Planning for high net worth clients

David K. Cahoone is the Principal at the Law Firm of David K. Cahoone and is a Laureate in Wealth Strategies and Education Fellow at the Southern California Institute. David works collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners.

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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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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