New CLE for Trustees to Help Avoid Trust Tax Problems

Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.

New CLE for Attorneys: Using Data Driven Decisions to Manage Your Law Firm

In this incredibly practical CLE, Brooke Lively will show you how to make data driven decisions so you can efficiently manage your practice & team and run a profitable law firm. Four key areas are discussed: using data driven decisions to run your firm, the six key metrics to monitor progress, tracking the work production of your attorneys and improving collection rates.

New CLE on Tips for Trial Attorneys

Experienced trial lawyers Jeffrey Kimmel and Joseph Bavaro provide a lively discussion filled with practical points and tips that you can deploy at your next trial. The dynamic duo will mainly discuss gaining credibility by being yourself, practically applying the rules of civil procedure to your case, building rapport with the jury during voir dire, telling your client’s story during the opening statement and listening to the other side’s case.

Gig Economy CLE: Independent Contractor Or Employee — New Rules To Determine Worker Status

Our new “Gig Economy” has muddied the waters when it comes to classifying workers…. Independent Contractors… or Employees? Melody A. Kramer has been tracking these developments from California to New York – and even the federal government’s Pro Act. In this CLE, she will provide both legal & practical guidance for businesses as laws change and increasingly more workers are now considered employees.

CLE on the Duty of Loyalty & Trustee Compensation

In his trial and appellate practice, David F. Johnson has litigated numerous disputes involving trustee compensation. From violating the self-interest rule to compensation issues with multiple trustees, there are endless pitfalls when it comes to determining the appropriate amount of compensation and upholding your duty of loyalty.