Trustees have a duty to share trust information with beneficiaries. The nature and extent of these duties are determined by state law – but practitioners can deploy certain practice points to ensure fulfilling these duties.
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.
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.
Mike Wakshull has seen it all – from testifying in court about blood written on a wall to the authenticity of PDFs & word docs. He utilizes the scientific method to testify in court and consult with attorneys on the validity of documents and signatures.
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.
Springing from his experience in front of Bar Counsel, Craig will provide you a unique understanding of the prosecutorial tactics and challenges confronting attorneys when defending themselves.
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.
Peter J. Wall will teach attorneys about the pitfalls trustees face when administering special needs trusts — with a focus on dealing with guardians, conservators & trustees.
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.
As part of the Katrina class, Evan Walker attended law school in New Orleans and began his legal career defending insurance companies against Hurricane Katrina claims. In this CLE, Evan applies his knowledge of insurance law & companies to analyze whether business interruption insurance might provide relief for businesses disrupted by the 2020 global pandemic.