Tag: CLE

New CLE on the Ethics of Referral Fees

Many attorneys believe that referral fess are unethical — but the reality is that numerous state bars have noted that fee sharing is not only ethical – but it actually leads to better outcomes for clients. Come get cozy with Curt Brown and the rules of professional conduct as he surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country.

New CLE on Drafting Demand Letters

Yes, many clients just want you to reach into your files and fire off that demand letter before it’s happy hour on Friday. But is that the best approach for this client? Like Ted Lasso said, “be curious” and know the right questions to ask your client before initiating that first blow of litigation.

New CLE on Using Lidar & Photogrammetry in Your Legal Cases

Remote Alaska Fire Loss – Insurance Claim There is a large remote fire loss in Alaska that takes 1-2 days of travel once you’re off the plane.  Just as you arrive with your team, you get a text message that one of the parties will not be able to attend and wants to reschedule. What do you do? Using Lidar and Photogrammetry…

New CLE on The Investment Policy Statement (IPS) for Attorneys & Fiduciaries

The Investment Policy Statement (IPS) An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives The IPS: An Important Part of the Estate Planning…

New CLE on Attorney Licensure and the Impaired Professional

Lawyers At Risk From darkness and the depths of despair – to recovery and redemption. Unfortunately, Laurie’s struggles with drugs, alcohol and substances are not unique in the legal profession. What is unique is her phoenix-like rise from impairment to the Executive Director of Lawyers Concerned for Lawyers. The Besden Redemption Laurie Besden shares her personal story, and accompanied by Tracy Kepler,…

Law Firms and Businesses Big & Small Are Missing Out on Thousands of Dollars – Is Yours One of Them?

Seasoned San Diego tax attorney Sam Brotman explains in his CLE course The Truth About The Employee Retention Credit that a shocking amount of businesses are leaving $100,000’s on the table thanks to myths, misconceptions, and poorly communicated guideline changes from the IRS since the inception of the credit in 2021 due to COVID.

Fun CLE on Professionalism Lessons From Big Screen Lawyers

From Atticus Finch to Elle Woods For better – or worse – many people’s perceptions of attorneys are based on Elle Woods, Atticus and everybody’s favorite cousin, Vinny. Is there something these fictional characters can teach us about professionalism and achieving higher standards of conduct in our everyday conduct? Lawyer Movies and Public Perception From Philadelphia to The Firm, the movies we…

New CLE: 10 Patents That Changed the World

Did you know that the patent for solar cells dates back to the 1880s? Or that Piggly Wiggly was extremely groundbreaking and changed the way we shop? And there would be no GPS without the beautiful actress Hedy Lamarr’s inventions!! From vulcanized rubber to the iPhone, Eric Hanscom and Dave Branfman provide an insightful glimpse into 10 patents that shaped the world we live in today.