Tag Archives: online CA CLE

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.

Tagged , , , , , , , , , , , , , , ,

CA CLE: Can I Take Online and Downloadable Video for Participatory MCLE Credit in California?

Yes you can!  California attorneys can take all 12.5 required CLE participatory hours online – and downloadable audio and video – including all legal ethics, bias and competence issues. For online CLE courses, “participatory” means that we monitor your attendance – which we do.[1]

CA MCLE – Participatory Credit

  • Online video – click randomly inserted verification prompts
  • Downloadable audio & video – number code verification

The next group up for MCLE compliance in California is Compliance Group . Attorneys with last names A-G must complete the California MCLE requirement and report compliance by February 1, 2019.  For more information please click here: CA CLE.

[1] For online streaming video courses you must click on randomly inserted pop ups during the video to confirm that you are viewing the course. For downloadable audio & video and CD courses we have embedded numeric codes in the courses. You must write these numbers down and then after you complete the course you must enter the codes on the website to obtain your course certificate.

Tagged , , , , ,

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.

Tagged , , , , , ,

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.

Tagged , , , , , ,

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.

Tagged , , , , , , , , , , , ,

CA MCLE: Substance Abuse is now Competence Issues

Quick reminder for California attorneys coming up for MCLE compliance in February 2019.  The former 1 hour Substance Abuse requirement has been expanded out to include mental health concerns and is now called Competence Issues.[1]

CA MCLE Requirements

  • 25 — Total hours
  • 12.5 — Participatory Credit
  • 4 — Legal Ethics
  • 1– Competence Issues
  • 1 — Elimination of Bias

California attorneys must make sure to complete at least 1.0 hour of Competence Issues each 3 year compliance period. Last names A-G must report MCLE compliance by February 1, 2109, on the My State Bar Profile portal on the State Bar of California website. For competence issues courses please click here: Competence Issues.

[1] The Substance Abuse category was effectively expanded to cover additional topics: mental health, stress and how it effects an attorneys competence to practice law.

Tagged , , , , , , , , ,

CLE: Deal With the Bad Facts in Your Case!!

Every case has bad facts. But should you deal with it only after the opponent introduces it at trial – or is it better to “inoculate” the jury against the bad facts by first introducing it in a weakened form? While the conventional wisdom states that inoculating the jury at an early stage is the preferred approach, in the past 20 years a vocal minority of commentators created confusion on the issue by mounting a fierce assault on the conventional thinking.

Deal With It!!

Veteran trial attorney Quentin Brogdon shares his experiences and thoughts on how to best deal with the bad facts buried in your cases.

In this CLE course, Quentin will cover how jurors deal with bad facts, the positives & negatives of inoculating the jury, considering the sponsorship theory and additional trial strategies to limit the effects of bad facts. To access the course please click here: Dealing with Bad Facts.

Quentin will also discuss:

  • The mindset of the jury
  • The importance of the plaintiff
  • Cognitive dissonance
  • The severity effect
  • Types of bad facts
  • Rational fears
  • Fear factors
  • Counseling clients
  • 3 lessons on sponsorship
  • The Rice-Legger Study
  • Self-flogging ads
  • Turning strengths into weakness
  • Motions in limine
  • Limiting instructions
  • Failing to preserve error
  • Possible waiver of appellate points of error when adopting an inoculation approach
  • Ohler v. U.S. (2000)

A seasoned trial attorney, Quentin Brogdon is a Fellow in the International Academy of Trial Lawyers. He has been selected as one of its “Lawdragon 500 Leading Plaintiffs’ Lawyers in America,” selected by the National Trial Lawyers as one of the Top 100 Texas Trial Lawyers, selected by the National Association of Distinguished Counsel as one of the Nations’ Top One Percent, and selected by D Magazine as one the “Best Lawyers in Dallas.”

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.

Tagged , , , , , , , , , ,

CLE on Sweepstakes, Contests & Mobile Marketing Law

You might be a winner! No purchase necessary! Just send a self-addressed stamped envelope! Many will enter…. few will win. We all know the catch phrases because we’ve heard the sweepstakes and promotions commercials countless times on the T.V., radio and the Internet.

You MIGHT Be a Winner!!!

Companies love to blanket the airwaves with sweepstakes, games and promotions as part of their marketing campaigns – make sure the companies you represent do it legally.

In this CLE course Rob Laplaca will show you the basics of running a legally-compliant sales campaign from development through execution.  You will learn: how to spot the differences among sweepstakes, contests, games & charitable sales promotions; how to negotiate gambling laws, and key points when running social media & mobile marketing campaigns. To access the course please click here: Basics of Sweepstakes, Contests and Mobile Marketing Law.

In addition, Rob will also discuss:

  • Prize, chance & consideration
  • Chance vs. skill games
  • Post consideration
  • Non-monetary consideration
  • Skill contests
  • User Generated Content (UGC)
  • Mobile marketing
  • Product review & endorsements
  • Social websites

Rob Laplaca represents promotional marketing agencies & major brands – including food and beverage, retail, entertainment, personal care, and professional and consumer products in a variety of nationwide marketing activities from traditional promotions and offers to social media, in-app and other on-line programs.

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.

Tagged , , , , , , , , , , ,

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.

Tagged , , , , , , , , , ,

New CLE Course on Avoiding and Obtaining Discovery Sanctions When Dealing with ESI

You’re involved in international litigation representing a local company that sold high tech electronic equipment to an English firm. As soon as discovery starts, the English company claims that four key employees no longer work at the company and they can’t locate their smartphones, laptops and other company devices. With the help of your expert, you eventually realize that all four people are still employed at the company and you get a termination order from the judge due to their dishonesty.

ESI – Discovery & Sanctions

Julie Thorpe-Lopez was not an expert on eDiscovery when the case began – and she wasn’t an expert when it finished either. But she was savvy enough to “know what she didn’t know.” With the help of eDiscovery expert Ryan Maxwell, she was able to leverage an incredibly favorable outcome for client in what looked like a losing case.

In this CLE course, Julie Lopez and Ryan Maxwell will detail how to obtain ESI in eDiscovery and how to avoid sanctions when producing ESI. Julie and Ryan will mainly discuss the attorney’s duty to preserve ESI, ESI best practices and sanctions for failing to properly handle electronically stored information. To access this course please click here: ESI Basics: Avoiding and Obtaining Discovery Sanctions.

Julie and Ryan will also discuss:

  • Scoping
  • Documentation
  • Defensible collection
  • Potential testimony
  • The Electronic Discovery Reference Model (EDRM)
  • Questionnaires/interviews
  • Data sources
  • Metadata
  • File systems
  • Defensible discovery
  • Motions to compel
  • Motions for sanctions
  • Using a discovery referee
  • Hiding electronic evidence

Julie Thorpe-Lopez is a Partner with Tatro & Lopez, LLP, and mainly represents clients who’ve suffered personal injury as a result of motor vehicle collisions, elder abuse and medical malpractice. Ryan Maxwell directs Epiq’s team of computer forensics analysts in southern California and manages the purpose-built computer forensics laboratory which he designed and established.

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.

Tagged , , , , , , , , , , , , , , , ,