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…
People develop chronic pain and sustain concussion from a wide array of trauma, from car crashes to crane accidents – but these invisible injuries can be difficult to prove to skeptical jurors. In this CLE brimming with practical information & insight, trial attorney Brett Schreiber will walk you through working up and trying these invisible injury cases – from client intake to the fine points of communicating your client’s story to the jury.
In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. This course will benefit independent trustees, attorneys and fiduciaries when working with wealth managers, CPAs, family advisors and insurance professionals.
CLE on Best Ethical Practices for Solo and Small Firm Attorneys Seeking to Raise Their Media Profile
Could a well-timed article pressure opposing counsel to settle? When you file major litigation do you contact the news with a press release? Do you know the ethical boundaries of trial publicity & extrajudicial statements? Presented by Janet Falk, a New York PR expert with over 30 years of experience, this course will present best practices for solo and small firm attorneys seeking to raise their media profile – the ethical way.
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.
This CLE presented by family law attorney Danielle Knestbaum will advise family law professionals of communication technology that is increasingly being ordered by courts and recommended by attorneys in custody cases.
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.
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.
In this eye-opening CLE course, Lars Daniel will introduce you to the Internet of Things (IoT), explain how data is collected from IoT devices and where the data is stored, from local devices to the cloud.