Monthly Archives: April 2023

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…

Be A Law Firm, Not A Laundromat CLE: Anti-Money Laundering Basics for Attorneys

The drug trade and globalization has led to more dirty money flowing into the U.S. and lawyers unwittingly taking part in money laundering. Timothy Dunfey will teach you the risks & red flags of money laundering for attorneys and how to protect yourself, your clients and your law firm from being used as a laundromat.