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.
The Northstar divorce is predicated on one simple philosophy – that children should guide the divorcing parent’s decisions. Co-parenting coach Carly Israel will provide concrete suggestions and action steps for family law clients to work together when they focus on the physical (and mental) health and well-being of the children.
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.
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.
In this eloquent & entertaining CLE program, Peter Afrasiabi details how the automotive industry has used trade dress law to protect their automobile designs and unique parts.
While trust administration has changed over the last few decades – the significant responsibilities, duties, and liabilities of the trustee have not. In this CLE course Dave Folz with provide you with practical suggestions for dealing with the changing landscape of trust administration.