Tag Archives: online CA CLE

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 on Wyoming Private Trust Companies

What is a Private Trust Company? How does it work? What are the advantages of setting up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients?

What Is a Private Trust Company?

A PTC is a state-chartered entity designed to provide fiduciary services to members of a family. PTCs can perform many responsibilities commonly performed by the family office, including investment and financial management, accounting, and recordkeeping. A PTC is distinct from a “family office” in that it can serve as a fiduciary under state law.

In this CLE course Matthew and Christian Grupp, father and son, will teach you about the key considerations when deciding if a Private Trust Company can be a profitable structure for your clients. Matthew and Christian mainly cover how a Private Trust Company is organized in Wyoming, how the Private Family Trust helps all the parties involved, legal, regulatory & tax considerations, safeguarding assets, utilizing technology & the Entole Solution. To access the course please click here: Is a Private Trust Company Right for Your Clients?.

These additional topics are also addressed:

  • Planning considerations
  • Planning pitfalls
  • Governance
  • Processes
  • Legal structures
  • Federal & state regulatory considerations
  • “Heir conditioning”
  • IRS Notice 2008-63
  • Physical considerations
  • Recommended fiduciary policies & procedures

Matthew Grupp’s practice focuses on assisting families to achieve their enlightened dreams through Comprehensive and Integrated Wealth Strategies and Family Governance programs.  Over the last decade, Christian Grupp has accumulated a wealth of diverse skills and abilities, including estate planning & trust practices, law, financial, and consulting practices.

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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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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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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New CLE on Copyright, Fair Use & Permission to Use

Copyright protection has become incredibly important for content producers. In our new Digital Age, copyright protected content can be copied, pasted and distributed around the globe in seconds. However, there are many common myths associated with copyright protection, fair use and permission to use copyrighted works.

Copyright Protection & Myths

Are you guilty of telling one of your clients to put their work in a sealed envelope and mail it to themselves??

In this CLE course, Rex Brabson provides an entertaining discussion about key issues in copyright law and the common misconceptions about fair use and permission to use copyrighted works. Rex will mainly cover: the elements to establish a valid copyright, common issues faced by authors & businesses, common myths associated with fair use and permission to use copyrighted works. To access the course please click here: Copyright, Fair Use, and Permissions for Authors.

Evan will also address:

  • The five copyright rights
  • How rights are acquired
  • Original works of authorship
  • Fixed in a tangible medium
  • The value of registration
  • Copyright compared to trademark law
  • Works made for hire, what is not protected
  • The four fair use factors
  • Content that requires permission to use
  • Protection for databases
  • The abstraction-filtration comparison test

Rexford Brabson is of counsel at Branfman Law Group. Rex mainly handles state and federal trademark applications and Responses to Office Actions, in addition to preparing and filing copyright applications. A graduate of the University of San Diego School of Law, Rex was admitted to the State Bar of California in 2014.

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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CLE Course: Understanding How Unconscious Bias Affects Your Legal Cases

We are all biased.  There is no way around it.  Bias has been hardwired into our brains during our species existence on this planet. Bias stems from a biological survival response triggered by a dangerous or stressful event where a split-second judgement is required as part of the flight or fight response.

Unconscious Bias

Unconscious biases are social stereotypes about certain groups of people that individuals form outside their own conscious awareness.

In this CLE course, you will learn how illegal and unconscious bias affects your cases. Richad Huver provides a lively discussion about how lawyers must identify & deal with biases, how bias affects your decision-making & cases, how to spot illegal & unconscious bias and the common types of bias that lawyers must deal with in their everyday practice. To access the course please click here: We’re All Biased: Understanding How Your Bias Affects Your Cases.

Richard also addresses:

  • Snap judgements
  • Bias & decision-making
  • The amygdala
  • Bias & the biological response
  • The two brain systems
  • Illegal bias
  • Stereotypes
  • Harvard’s Project Implicit
  • Cognitive bias
  • Availability bias
  • Anchoring bias
  • Recency bias
  • The ostrich effect
  • The bandwagon effect
  • The placebo effect
  • Confirmation bias
  • Information bias
  • Choice-supportive bias
  • Zero risk bias
  • Survivorship
  • Outcome bias

Richard’s three decades of litigation experience and leadership roles in the legal community, including President of the San Diego County Bar Association, have proven invaluable in his burgeoning mediation practice. Richard received an Outstanding Trial Lawyer award in 2000 and the President’s Award in 2001 from the Consumer Attorneys of San Diego.

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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My State Bar Profile: Report CA MCLE Compliance

TODAY is the day – the day for California attorneys with last names between H-M to complete their 25 hour CA CLE requirement. Once you finish your 25 hours what do you do now?[1]

My State Bar Profile

  • Tool used to report California CLE compliance
  • Part of Cal Bar  website

California attorneys must report MCLE compliance through My State Bar Profile by tomorrow. Please make sure not to send in any Certificates of Completion to the Cal Bar. They will only ask for certificates if you get audited in July.

[1] Including 4 ethics, 1 bias and 1 competence issues & complete 12.5 hours for participatory credit.

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New CLE on Common Ethics Traps for Attorneys

Pick up the phone and call your clients, don’t “borrow” money from trust accounts, calendar every key deadline & date – the same fundamental ethics principles still hold true for the 21st century lawyer. That’s because the same traditional ethics issues continue to plague lawyers, leading to countless ethics violations and malpractice lawsuits.

Lawyers & Ethics

The same traditional legal ethics issues continue to bring attorneys down – calendaring dates and communicating with clients still top the list.

In this course Joel Selik discusses the most common ethics violations you need to be aware of so you can continue to practice ethically. The main issues discussed include the most common ethical pitfalls, insurance issues, what happens when you get “the letter” and sources of ethics laws & duties. To access the course please click here: Common Ethics Violations to Avoid.

Joel will also address

  • Calendaring deadlines
  • Communicating with clients
  • Trust account issues
  • Dumping clients
  • Staying in your practice area
  • Contingent & set fee agreements
  • Billing issues
  • Responding to a malpractice letter or ethics complaint
  • Key practice points to remain ethical

A malpractice attorney and ethics expert, Joel G. Selik has practiced law for over 30 years and frequently represents attorney clients in malpractice cases. Joel is licensed to practice law in both California and Nevada and he frequently presents seminars on Estate Planning, Nursing Home Litigation, Legal Ethics and Malpractice.

  • 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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