Tag Archives: online NY CLE

New CLE: Age Bias Against Younger & Older Attorneys

There are many CLE programs that discuss bias in the legal profession – but many of these programs focus on bias based on race or sex. There are very few programs that tackle the growing issue of age bias in law firms. And it’s not just older attorneys that are being discriminated against because of their age, “millennial” attorneys also face bias in the legal workplace.

Lawyers: Overcoming Age Bias

Andie and Al also provide you with advice and techniques you can use to avoid or overcome bias against other and in your own professional capacity.

In this CLE course Andie and Al help you to understand the stereotypes surrounding younger and older lawyers and the biases that result from these stereotypes. Andie and Al will mainly discuss how age discrimination manifests in the legal profession, unconscious stereotypes, what law firms & legal organizations can do and what you can do to overcome your own biases. To access the course please click here: Ending the Discriminatory Consequences of Age Bias in the Legal Profession.

These topics will also be covered:

  • The Age Discrimination in Employment Act (ADEA)
  • Age discrimination before & after Gross v. FBL Fin. Svcs. Inc.
  • Mandatory retirement
  • Clear evidence of age bias
  • The daunting problem for older & younger female attorneys
  • Younger lawyers
  • Stereotypes & scripts
  • The ABA Mission Statement
  • ABA Model Rule 8.4(g)

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.

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NY CLE: New York CLE Compliance Groups

New York attorneys that have been licensed for more than 2 years (experienced attorneys) must complete 24 NY CLE hours each 2 year compliance period. In addition, you must now complete at least 4 hours of legal ethics and 1 hour of diversity & inclusion. New York attorneys report CLE compliance when you file their attorney registration card which is sent in your birth month.

New York CLE Compliance Groups

  • Report in EVEN numbered years
    • Admitted BEFORE 1/1/82
    • Admitted in EVEN numbered year
  • Report in ODD numbered years
    • Admitted in an odd numbered year AFTER 1982

Attorneys admitted to the New York Bar before January 1, 1982 – or in an even-numbered year – you must register and report compliance this year since 2018 is an even year. If you were admitted to the Bar in an odd numbered year after 1982, then you will register in odd-numbered years. To learn more about New York CLE please click here: NY 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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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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NY CLE: New York CLE FAQ

How many NY CLE hours do I need to complete?  How many ethics hours are required?  When do I report compliance?  Do providers report my completed courses? Are there special requirements for newly admitted attorneys?

Top NY CLE Questions

  • As an “experienced” New York attorney, what is my CLE requirement?
    • Experienced New York attorneys must complete a total of 24 NY CLE hours every two years. You must complete at least 4 hours of Ethics and Professionalism each two-year compliance period.
  • When must I complete my NY CLE requirement and report my NY CLE compliance?
    • Your NY CLE compliance deadline is your birthday. You have 30 days after your birthday to report your NY CLE compliance.
  • How do I report my New York CLE compliance?
    • The CLE Board will mail you an attorney registration form to report compliance. You must file your attorney registration form and indicate that you have completed your CLE requirement within 30 days after your birthday on alternate years.

If you’re like many New York attorneys – even experienced attorneys – you have questions about your NY CLE compliance. That’s why we created our New York CLE FAQ… so we can help you easily find the information that you need about your NY CLE compliance! For more information about your NY CLE compliance please click here: NY CLE FAQ.

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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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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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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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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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