A global pandemic, a change of administration and major changes to the tax laws… and a trustee’s difficult job becomes even more daunting. This course will benefit attorneys & independent trustees when working with wealth managers, family advisors, CPAs and insurance professionals.
Trial as the ultimate performance art – where human conflict, archetypes & universal truths provide the greatest theatre. From psychological techniques & mental hacks to embracing the stress & being a magnetic leader, Jennifer B. Gardner shares her most poignant courtroom experiences to help you conquer the gauntlet known as trial.
To illustrate the actual cost of holding on to underperforming mutual funds Ric will provide 3 actual case examples to illustrate how this can cost you $100,000’s in retirement funds.
Yes, Brian, Ashleigh and Zac were locked up for 60 days. But probably unlike most of your criminal clients – they actually did NOT commit a crime. They were planted in jail as part of A&E’s docuseries “60 Days In” to root out gangs, drug dealing and corruption from the inside.
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.
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.
The Texas MCLE grace period runs through the end of the birth month – in which to complete and report MCLE hours for that compliance year.
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.
California attorneys can take all 25 required CA CLEs online – including the 12.5 required hours of participatory credit. For online CLE courses, “participatory” means that we monitor your participation – which we do with verification checks during the video.
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.