Answer Bar

Find the latest answers to your practice questions. From "Elder Law and Medicaid Essentials" to "Navigating an International Energy Project" the Answer Bar is here and on your side.

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Answer Bar: Global Data Security Considerations for the Corporate Client

Session 1: Is Reasonable Security Achievable in the Corporation? - The term "Reasonable Security" is appearing in news headlines and inside court rooms. Regulators are increasingly conducting examinations of breached corporations to determine if preventative “Reasonable Security” measures are being deployed across the enterprise. Class action litigation representatives are also questioning, if a lack of "Reasonable Security” contributed to breaches in their complaints. Hear how “Reasonable Security” can be achieved across the pillars of people, process, and technology--including the implementation and management of proactive "Reasonable Security" measures. And explore how to evaluate and measure if “Reasonable Security” is in place, and how to identify gaps that may exist in a cybersecurity program. Session 2: The Current State of International Privacy Laws and Enforcement Session 3: The State(s) of U.S. Privacy Law - Unlike the European Union and other jurisdictions, the U.S. has a sectoral approach to data privacy law with no comprehensive data privacy framework in sight. This presentation discusses the latest developments in U.S. privacy law including the California Privacy Rights Act, Virginia Consumer Data Protection Act, and the many states that have proposed similar legislation. It also provides tips for keeping up with the shifting sands of U.S. privacy law and developing a sustainable compliance program. Session 4: The Ultimate Cheat Sheet for Cybersecurity and Privacy Compliance - It seems like a new global or domestic privacy law is being introduced every week. Just when you thought that your program was complete and running smoothly, all of a sudden you must figure out a way to implement and maintain a new requirement. Learn about reliable management tools for a data privacy and cybersecurity compliance program from the experts. Our panel of in-house lawyers from the public and private sector discuss how to make it easy to operationalize overlapping laws and how to make sure that your compliance program is always up to date. Session 5: It's 3 a.m., Do You Know Where Your Data is? - Modern companies are awash in data. Employees generate it and are usually looking for the most efficient way to share it internally and externally. Review the myriad of problems that can occur even with the most well-meaning of employees. From the possible export control risks of emailing technical information to an overseas colleague, to using Dropbox and other file sharing sites to exchange information, to providing data to contract employees, and more, explore the state of the law as it relates to data and what can happen if you lose control of it.   Session 6: Freedom of Motion? Global Developments in International Data Transfer - Just when you think you’ve got things straight for protecting personal data that must cross borders in business, the regulators, legislators, and courts change up the rules. This panel discusses what steps companies can take to assess and simplify their international data transfers in this evolving global landscape, as well as give some more detailed insights into such developments as the July 2020 Schrems II (III) decision, new draft EU Model Clauses, Brexit implications, the ASEAN voluntary Model Clauses, Japan’s APPI amendments and more.  Session 7: Protecting Client Information-Cyber Protection Duties as an Attorney - Explore the ethical and legal obligations of attorneys and law firms to protect client data and communications from the latest cybersecurity threats.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 1.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Global Data Security Considerations for the Corporate Client
    Not yet rated
$205   Add to Cart
Answer Bar: Handling Employee Investigations in Today's Workplace

Session 1: Internal Investigations - Artful Inquisitions—how to master internal investigations to uncover the truth. Employee interviews are critical to conducting an effective and thorough workplace investigation. Get informative tips on preparing investigation interviews, applying effective questioning techniques, and using emotional intelligence to elicit key information. Session 2: Handling and Responding to an Investigation (When Your Employees Are Remote) - As a result of the COVID-19 pandemic, many companies have transitioned important business functions from in-person to fully remote. Discuss key practical issues for companies to consider when carrying out investigations in the remote working environment. Session 3: Reputational Risk: Managing Perceptions with Image Repair - When the reputation of the client is uncertain and “no comment” is not an option, hear from a public relations veteran and an employment attorney on strategies for communicating with the public and employees. Discussion includes the advanced Image Repair Theory crisis communication guide, coordinating the legal and communications team, and the professional ethical rules that govern lawyers when speaking about ongoing conflict. Session 4: Whistleblowers - A plaintiff-side and defense-side lawyer discuss protections and pitfalls for individuals and employers under state and federal whistleblower statutes. Session 5: #MeToo, Part 2 - #MeToo is still alive and impacting how organizations hire, fire, and much of what happens in between the two. Legislatures, agencies, and litigants are behind a substantial list of do’s and don’ts that savvy employers should compare against their operating procedures and adjust accordingly.  Session 6: Employee Activism and Workplace Political Speech - Analyze legal and practical implications of employee activism and political speech including best practices for employee training, policy development, and navigating related day-to-day workplace realities. Session 7: The New Gender and Sexuality - Legal update and practical workplace impact of social and cultural shifts with respect to the evolving terminology and variety of gender identity, gender expression, and sexual orientation. Session 8: Age Discrimination: A New Kind of Generation Gap - The Age Discrimination in Employment Act (ADEA) just celebrated the 50th anniversary of its enactment. With an aging baby boomer population, employees working past traditional retirement age, and millennials moving into management positions—these issues are more important than ever. Discuss strategies for managing multi-generational workforces and preventing age discrimination claims. Session 9: Combatting Hostile Environments: Risks of “Workplace Civility” Policies - Anti-harassment policies that prohibit only conduct that is strictly unlawful do not go far enough to guarantee a respectful workplace for employees. But broadly-drafted policies that require civility in workplace interactions can have unintended consequences. Examine the pros and cons of policies that go beyond unlawful behavior, and what they can mean for you and your clients. Session 10: Rights on Trial: How Workplace Discrimination Law Perpetuates Inequality - Understand the fundamental tensions in anti-discrimination law, how it impacts plaintiffs and defendants in the litigation system, and hear practical recommendations for how to better respond to persistent patterns of discrimination. Session 11: Recent Developments and Best Practices in Diversity and Inclusion - Review best practices in diversity and inclusion, with a specific focus on the evolving impact of the pandemic (health and racial). Session 12: How to Be an Ethical Ally (When You Work with a Bunch of Attorneys) - Are you a person who notices inequities around you? Do you want to respond when you see or hear another person being slighted? Do you work with a bunch of attorneys? If you said "yes" to any of these questions, then this is the ethics presentation is for you. We'll dive into some common biases sometimes seen in law firms and legal departments and discuss how you can effectively interrupt these biases by being an ally to your peers and to your profession.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.50 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Handling Employee Investigations in Today's Workplace
    Not yet rated
$265   Add to Cart
Answer Bar: Maximizing Technology in Your Law Practice

Session 1: Competency, Confidentiality, Conflicts, and Technology - This session covers a wide range of problems that technology has created for lawyers. On the one hand, lawyers are obligated to use technology when it benefits their clients, but on the other, failure to use the technology competently can lead to ethical problems. This session analyzes issues from the mundane to the profound. Session 2: Technology Use and the Ethics that Come with It - The 2020 Covid 19 pandemic forced dramatic changes in practice styles, with most lawyers and their clients shifting from working in offices to working remotely from home.  Technology was at the center of these changes with “Zoom” meetings, “e-signing,” “e-filing” and related technologies playing an even more critical role in the practice of law. This panel of ethics experts will examine the issues raised by these practice shifts, including discussion of alternative technological methods of service in litigation and potential waiver of attorney-client privilege due to the misuse of technology. Session 3: Data Analytics: The Answer to Your Law Firm's Innovation Efforts - Learn how to easily kick-start your firm’s innovation efforts, close the gender pay gap (for you and your clients), and use data to reduce bias, improve inclusion as part of a diversity and inclusion initiative, and simultaneously use proven scientific methods to improve bottom-line profitability!  Session 4: Is Your Bot Bigoted? The Looming Risks of Bias in AI and ML - Join Heather and Amit as they explore the basics of AI and ML, the challenges in avoiding bias in these technologies, the current landscape of legal claims, and best practices for avoiding liability and harm. Join us to learn about this growing area, even if you are new to the world of AI and ML. Session 5: The Ethics of Social Media - The world of social media has engulfed us all. Not only has it transformed our society, but it has worked its way into every legal field as well. Discover the ethical issues facing you as attorneys—and that of your clients—in this social media age. Session 6: 30 Apps in 30 Minutes - A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers. Session 7: 30 More Apps in 30 Minutes - Hear an updated survey of new, useful apps, and tech tips for lawyers, trust officers, and caregivers.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.00 hrs | 3.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Maximizing Technology in Your Law Practice
    3.75 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$165   Add to Cart
Answer Bar: Considering a Special Needs Trust

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Special Needs Trusts: Decision Tree Analysis - Learn how to utilize a decision tree approach to ask and answer key questions concerning a client's need for a special needs trust, and if one is needed, which type of special needs trust is the best choice.  Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes. Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts. Session 5: Reporting a Trust - Address practical steps in determining when, how, and to whom special needs trusts should be reported. Session 6: Making Sense of Structured Settlements - Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.   Session 7: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option. Session 8: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options. Session 9: SSI Application Process for Children and Adults - The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started. Session 10: Masters of SNT—What I Know Now That I Wish I Had Known Back Then - Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 8.00 hrs | 1.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • Answer Bar: Considering a Special Needs Trust
    4.5 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$285   Add to Cart
Answer Bar: Elder Law and Medicaid Essentials

Session 1: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits). Session 2: Overview of Medicaid Planning - What non-elder law attorneys need to know about planning for long-term care.    Session 3: Drafting for Incapacity Definition in Trusts and Powers of Attorney - Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language. Session 4: Advising Clients Nearing 65 - Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.    Session 5: In Quest of the Perfect Medicaid Application - Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds. Session 6: Top Ten Medicaid Estate Recovery Issues - 2019 and Forward - Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues. Session 7: Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more. Session 8: Did I Do That? Understanding Supports and Services and Alternatives to Guardianship - Exploring the range of supports and services and alternatives to guardianship and a decision tree to determine the necessity of a guardianship in the continuum of care. Session 9: Out of the Woodwork: Unethical Practices by Geriatric Professionals - With the increase of an aging population, comes an increase in service providers willing and wanting to help older adults. Not every professional has the client's best interest in mind. A summary of professionals that may take advantage of clients and how to spot them will be discussed, as well as what type of credentialing the professionals should have. Session 10: Defensive Case Management for Elder Law Attorneys - Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.  

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: Elder Law and Medicaid Essentials
    4.63 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I got a lot out of it

$245   Add to Cart
Answer Bar: Navigating a Renewable Energy Project

Session 1: Off Take Essentials- Hear a high-level summary of various offtake structures common in renewable energy transactions in the United States. Cover basic contract terms, customer types and market drivers for contract structures. Session 2: Renewable Energy Financing Essentials - Get an overview of the different types of financing available during the lifecycle of a renewables project.  Session 3: Renewable Energy Project Development Essentials - Learn about the fundamentals of renewable energy project development, from real estate and permitting to regulatory considerations. Session 4: Credit Support for Renewable Energy Projects - Explanation of types of credit support for various purposes during renewable energy project development and operation, and pros and cons of each, including escrow deposits, letters of credit, bonds, and guaranties.  Session 5: What's New—Federal Energy Updates - Hear a lively update on developments affecting the renewable energy market. Session 6: Issues and Compliance for Renewable Projects relating to Executive Order on Securing the US Bulk Power System - Executive Order 13920 is intended to address national security threats by foreign adversaries to the U.S. bulk-power system. Explore challenges facing developers posed by the Executive Order’s restrictions on sourcing of power system equipment. Session 7: FERC Action on Energy Storage: Where We’ve Come From, Where We’re Going - The past 5 years have seen a sea change in the deployment and electricity market participation of energy storage resources. This session will frame the key barriers to storage deployment, review major policy developments at FERC, and look ahead to the set of market issues to come in a post-Order 841 world. Session 8: Utility-Scale Battery Storage - Revenue Streams and Project Considerations - In this moderated discussion with the CEOs of two leading stand-alone energy storage developers, we will explore the revenue streams being pursued in different ISOs and the types of offtake agreements that can be utilized for stand-alone energy storage.  We will also discuss other considerations in project development and financing tied to revenue generation such as siting, interconnection, procurement, and finance structures.   Session 9: “Boilerplate” Clauses in Wind Lease Agreements - What lawyers should know about common “boilerplate” clauses in wind lease agreements including insurance provisions, indemnity provisions, lender protections, estoppel clauses, and assignment clauses. Session 10: An Overview of Key Provisions in Solar EPC Agreements - The engineering, procurement, and construction contract is a critical agreement in the development of solar energy projects. Dive into an overview of some of the key provisions in these types of agreements from the perspectives of the owner, contractor and financing parties. Session 11: Title and Survey Essentials: State Variances / Wind and Solar Distinguished - Discuss the variances across state lines in title insurance practice and surveys for renewable energy projects, from available risk mitigation endorsements to pricing. Learn the differences in title risks and concerns in utility scale wind projects versus solar projects. Session 12: Mineral and Other Competing Land Rights Issues on Solar Projects - Insights into considerations for siting and developing a solar facility on land with competing minerals, timber, farming or other land use activities. Session 13: Innovative Insurance and Risk Management Products and Emerging Trends in the Renewables Sector - Whether you’re looking to finance projects utilizing prototypical equipment and emerging technologies, create synthetic PPAs, or de-risk M&A transactions or tax positions, a host of commercially available products are available to facilitate your strategic goals in an ever changing insurance marketplace. Discuss examples of how various insurance and risk management products have transferred risk and reduced uncertainties that can stand in the way of developing, financing, acquiring or divesting projects utilizing a variety of renewable energy technologies. Session 14: Conflicts of Interest in Renewable Energy - Using hypotheticals, this interactive presentation will address conflicts of interest that can arise when renewable energy deal participants arrange for a joint representation, enter into a common interest agreement, create a joint venture, or otherwise work together.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 8.25 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: Navigating a Renewable Energy Project
    4.33 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$295   Add to Cart
Answer Bar: New Boardmember Basics

Session 1: Governance Literacy - Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members. Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis. Session 3: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations. Session 5: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: New Boardmember Basics
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$205   Add to Cart
Answer Bar: How to Protect Your Nonprofit

Session 1: Understanding the 501(c) and Governmental Entity Universe - An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond.  Session 2: The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T - Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing. Session 3: IRS Audits - An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations. Session 5: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.  Session 6: Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks - Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions. Session 7: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!   Session 8: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use. Session 9: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions. Session 10: UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance - UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT. Session 11: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19. Session 12: Investigations in Today's Woke Workplace - A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 12.00 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: How to Protect Your Nonprofit
    4.44 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I liked the overview descriptions and can use the information.

$445   Add to Cart
Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate

Session 1: Estate Planning 101 - A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances. Session 2: Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas - Learn the basics of oil and gas, including mineral rights, royalties, and executive rights, while dealing with Texas issues and problems in probate, trust, elder care, and other areas. Session 3: Drafting Wills and Trusts for Efficient Administration - Hear a panel of corporate trustee's discuss how they administer the wills and trusts we draft and what they would like to see in our documents. Learn what to do if a beneficiary is pushing too much.  Session 4: Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues - An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more. Session 5: Real Estate Owned with Others - An overview of the newly passed Uniform Partition of Heirs Property Act (UPHPA) and how it can impact the severance of jointly owned property.   Session 6: 10 Pesky Probate Problems - Hear 10 tips for new (and not so new) practitioners addressing various problems which arise during the probate process, such as dealing with collection agencies, taking control of estate property from those without authority, properly allocating rights and liabilities associated with jointly owned property, dealing with the IRS, and other “pesky” problems.  Session 7: Probate Procedures & Alternatives - A discussion of whom you represent, fee considerations, options and alternatives to probating a will, what to consider when there is no will, what to look for when reviewing a will, the mechanics of getting to the probate hearing, default and lost will issues, and issues in administering a simple estate. Comprehensive forms will also be provided. Session 8: Deed Drafting in Estate Planning and Probate Contexts - Using the correct deed for a client is essential to prevent future problems. Distinguish the various deeds and which deed is correct in the estate planning or probate context. Session 9: Individual Fiduciaries Gone Wild - Executors, trustees, and other fiduciaries own the highest duties known to law and are held to strict standards of conduct. Explore the inherent risks of serving as an executor or trustee and hear suggestions for fiduciary risk management, defending breach of fiduciary duty claims, and related causes of action. Hear tips for advising clients on the appointment fiduciaries in an attempt to avoid future fiduciary litigation.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate
    5 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$215   Add to Cart
Answer Bar: LLCs and Partnerships Formation

Session 1: 2020 Case Law Update - A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs). Session 2: Coronavirus Relief Legislation Update - Congress has passed several pieces of legislation to assist individuals and businesses affected by the coronavirus disease 2019 (COVID-19).  Hear an update on this legislation and what these new laws may mean to you and your clients. Session 3: 2020 Secretary of State Update - Learn how to avoid last-minute filing issues. Hear filing tips, resources, and administrative issues that will make you a star with your client on filing with the Secretary of State. Session 4: Letters of Intent and Side Letters -  On January 31, 2020, the Texas Supreme Court issued its opinion in Energy Transfer Partners, L.P. v. Enterprise Products, L.P., an important case about when a business relationship is deemed to be a partnership under Texas law. Learn about this case and what it means for structuring and drafting agreements for business relationships. Session 5: To C or not to C?  Entity Selection in the New Tax Age - Tax reform enacted in 2017 changed the tax treatment of business entities, including a reduction in the corporate rate and a new deduction for partners, and brings new considerations into play when choosing or changing the form of doing business. Discuss the operation of the new rules that may influence your selection now, when and why pass-through entities may still be the right choice and how and when multi-entity structures may be useful. Session 6: Model Agreements for Closely Held LLC’s - Company agreements for LLC’s come in all shapes and sizes and it is sometimes hard to know where to turn to create an operating agreement for a new LLC. Hear a discussion presenting three model agreements tailored for a closely held company and walk you through decisions that the authors made in drafting the agreements to help improve your drafting skills and result in better operating agreements. Session 7: Drafting Partnership and LLC Agreements for the New Partnership Audit Rules - 2018 ushers in a paradigm shift in the IRS's approach to partnership audits. Hear these new rules explained at a high level and review sample language to include in partnership and LLC agreements to account for these new rules. Session 8: "Hello"—Inadvertent Partnerships - Partnerships can arise through the conduct of parties. Explore what makes a relationship a partnership and what to do to avoid partnership characterization. Session 9: Inadvertent Partnerships Revisited - Hear an update on inadvertent partnerships after the Dallas Court of Appeals decision in Enterprise Products Partners, L.P. v. Energy Transfer Partners, L.P. Session 10: "Good Bye"—Buy-Outs or Exits - All good (and not so good) things must come to an end.  When owners of an LLC or partnership are ready to part ways, what does one want in the Company Agreement/Partnership Agreement in order to facilitate an orderly exit by the departing owners? Session 11: Effective Engagement Letters and Other Simple Risk-Management Tools - Keeping the client reasonably informed is required under the Texas disciplinary rules of professional conduct, and doing so is good risk management. Examine how effective engagement letters, disengagement letters, and other communications keep the client reasonably informed and engaged, while helping to control the client’s expectations, promoting effective risk management, and reducing the likelihood of legal malpractice claims.  Session 12: Multi-Party Representation for the Business Lawyer - Building on the 2019 presentation on Multi-Party Representation, delve more deeply into the thorny ethical issues when undertaking a business transaction with current clients, possibly impacting former clients, and with an eye to vicarious knowledge of confidences across the law firm.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 9.75 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: LLCs and Partnerships Formation
    3.81 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Outstanding

    just basically was reading to the class.

$355   Add to Cart
Answer Bar: Taking on the Car Crash Client

Session 1: A Day in the Life of a Car Wreck Defense Lawyer - Discuss the laundry list of issues that the car wreck defense lawyer can expect to address in a typical day. Session 2: First Contact, Case Evaluation, and Client Expectations - Learn how to assess who has a claim, potential conflicts, how to evaluate the potential liability, damages, and costs of the case, and how to manage your client's expectations about their case. Session 3: Investigation and Insurance - Examine critical aspects of the crash investigation, including the identification of potential parties and the myriad of potentially applicable insurance coverages. Session 4: Important Cases in the Prosecution and Defense of UM / UIM Cases - A review of recent cases impacting UM/UIM cases and the strategies for prosecuting and defending uninsured and under-insured motorist claims. Session 5: Injury Causation in Low Property Damage Cases - Hear from plaintiff and defense attorneys on best practices for assessing injuries in low property damage cases, including a review of the rationale behind these assessments. Session 6: Medical Issues - Survey issues relating to medical treatment, including the timing of treatment, prognosis, and future treatment needs. Session 7: Notice to Potential Defendants and Pre-Suit Demands - Review what to include in your pre-suit demand, as well as how to provide notice to potential defendants and their insurers.   Session 8: Pre-Suit Settlement - Discuss considerations such as IOLTA requirements, liens and subrogation, and the potential net to your client. Session 9: Subrogation and Liens - The choice is yours: go crazy trying to learn subrogation and liens on your own; commit malpractice by giving away your client’s money; or learn Medicare, Medicaid, worker’s comp, ERISA, hospital liens, child support liens, and self-funded vs insured in one relatively painless seminar. Choose door number 3! Session 10: Moving the Insurance Adjuster Needle - Hear tips for plaintiff and defense counsel to bring the insurance adjuster to a realistic evaluation of the case, for the benefit of not just the plaintiff and counsel, but also the defendant insured and counsel. Session 11: Routine Ethical Issues for the Car Crash Trial Lawyer - This presentation addresses the everyday ethical issues that arise in the prosecution and defense of personal injury cases.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 1.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Taking on the Car Crash Client
    4.5 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Very interesting assortment of panel discussions and individual presentations. I learned a lot as a new attorney. All of the speakers were entertaining, some were even funny.

$205   Add to Cart
Answer Bar: Taking Your Car Crash Case to Trial

Session 1: Trial Preparation 101 - Stressed in trial prep and at trial? Inevitable? Yes. Manageable? Absolutely. Learn tips and strategies from an experienced plaintiff and defense attorney for developing a case and preparing for trial. Session 2: View from the Bench: Trial Basics - Hear observations and guidance from a trial judge. Session 3: Accident Reconstruction Deconstructed - Technology and resources available today can allow post-accident physical evidence to resolve many fact disputes about how an incident happened, who was at fault, and reveal potential gross negligence facts. Learn what top experts can do for the right case, what the law allows you to do with this information, and what reconstruction resources are available for more modest value cases. Session 4: Using the Evidence You Have to get the Causation You Need - Cost-efficient ideas on how to use evidence, witnesses and other available resources to prove liability and injury causation without having to pay an expert.  Session 5: Case Study: $30K Car Crash to $1 Million Verdict - Examine methods and strategies for maximizing value on routine car crash cases. Session 6: Telling the Story of Your Case - There are fundamentals of story that apply to almost every aspect of trial. Jurors create narratives, and they are not in the form of “the evidence will show…” Implementing storytelling techniques can help any advocate, in any type of case, present the evidence closer to the form in which jurors comprehend and remember. Session 7: Trying the Car Wreck Case from the Defense Perspective - A defense lawyer's opinion about why cases are lost. Session 8: Developing a Winning Deposition Strategy - Discuss the fail-safe tricks to ensure you have a winning strategy at depositions. Session 9: Overcoming the Problem Witness - Acquire the techniques to use against problem witnesses, including those who feign ignorance, are evasive, and are combative. Session 10: Beating the Expert - Find out how to take an expert’s deposition—how to avoid being intimidated and how to set realistic, attainable goals when you depose the "expert." Session 11: Developing Your Trial Cross Through the Adverse Deposition - Learn to take admission-seeking depositions of adverse witnesses so that they are effectively limited in their testimony at trial. Session 12: Preparing Your Witness for Deposition - Witnesses win cases—and lose them. Learn how to keep your witness from giving it all up in a deposition and how to use the deposition to help prepare your witness to be a winner at trial. Session 13: Dealing with Combative and Unscrupulous Lawyers - How to avoid intimidation and manage the disruptive, disreputable, and overly zealous lawyer in an ethical, civil, and professional manner. Session 14: She Said, He Said: Plaintiff and Defense Perspectives on Damages - A plaintiff and defense attorney examine ways to prove, present, argue, and counter damages found on a typical jury charge in a car crash case. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 8.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Taking Your Car Crash Case to Trial
    3 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$315   Add to Cart
Answer Bar: Young Attorney Challenges (Ethics)

Session 1: Life and the Law: Ethical Issues Facing the Young Lawyer - Explore the potholes and sharp curves that await the beginning trial lawyer on the road to a successful litigation practice, through the characters and plot of a recently published novel about a young personal injury lawyer practicing in Houston. Session 2: ​The Disciplinary Process - This presentation covers the disciplinary process, some tips on responding to a grievance, and some of the common rule violations. Session 3: How to Ethically Build Diverse Relationships in the Legal Profession - Law is one of the most relational and least diverse professions in the country. Learn how to ethically address and overcome the challenges of building diverse relationships in the legal space. Explore a guide for attorneys through the pitfalls of achieving meaningful diversity and inclusive relationships in their practice, discuss tools to intentionally build and strengthen diverse relationships, and receive practical techniques to make your practice a safe and inclusive place for the diverse and non-diverse to work together.  Session 4: Ethics of Technology in Law Practice: What Lawyers Need to Know - Consider ethical issues presented by the ever-changing uses of technology in the practice of law including on-line client meetings, meta-cleaning, social media problems and solutions, and your obligation to save information transmitted by texts or other media forms that are not typically auto-saved and archived. Session 5: Ethics of Social Media - The world of social media has engulfed us all. Not only has it transformed our society, but it has worked its way into every legal field as well. Discover the ethical issues facing you as attorneys—and that of your clients—in this social media age. Session 6: Resilience: How to Survive and Thrive in a High Stress Practice - Why do some people handle stress and rebound from failure better than others? We will discuss the skills and practices developed by the US Army to combat depression, fight off PTSD, and handle high stress engagements and jobs, … like being a lawyer. Session 7: Lawyer Wellness - Get evidence-based strategies to help navigate the stress of our extremely demanding profession. Learn how small changes in our daily approach to the practice of law can greatly improve work-life balance.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.50 hrs | 5.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Young Attorney Challenges (Ethics)
    4.33 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$190   Add to Cart
Answer Bar: Litigating the Administrative Law Case

Session 1: Navigating Your Licensing Case Pre-SOAH - Have you ever regretted not pursuing an action or negotiation prior to SOAH? Have you ever thought there might be alternative ways to settle your case prior to SOAH that no one ever uses? And was there ever a time you wished you would have worked-up your licensing case during the agency’s investigation instead of after the SOAH complaint filing? This presentation’s goal is to alleviate these concerns and answer these questions. Session 2: Pre-Litigation: Alternative Means to Resolving Cases before SOAH - A focus on informal proceeding processes at various state agencies to resolve agency investigations. Explore statutory and agency rule authority granting informal resolution of investigations prior to formal proceedings at SOAH. Session 3: Riding the Magic Unicorn: Practicalities of Filing at SOAH and the Travis County District Court - EFiling at the State Office of Administrative Hearings can be a little different from eFiling in the courts. Learn about what SOAH needs to have to ensure your eFiling is accepted. Session 4: Both Sides Now: When Lawyers Go Too Far - Explore the ethical and practical concerns from the perspectives of opposing counsel. Discuss the strategies for maintaining courtesy and professionalism without compromising the obligation to zealously represent clients. Hear about the ethical challenges faced by government lawyers when adverse parties are pro se. Session 5: Substantial Evidence Standard Review: What is Mere Scintilla Anyway? - Examine what the substantial evidence standard of review means, including a discussion of past and present case law. Session 6: Regulatory Takings - Governmental authority to regulate in Texas is exercised subject to state and federal constitutional limitations on the taking of private property without compensation. Explore these limitations and the consequences of regulation that goes too far. Session 7: Persuasive Advocacy - Presenting effective arguments in administrative proceedings. Session 8: The Art of Persuasion: Winning at SOAH - To organize and present an effective case, you need to understand not just the law, but also what will genuinely be persuasive to the judge. Explore effective ways to frame a persuasive case and to organize evidence and arguments to support it. Session 9: Judicial Panel - Engage in an unscripted round-robin discussion, with time for questions from the audience.

Includes: Video Audio Paper Slides No Materials

  • Total Credit Hours:
  • 6.25 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2021
  • Answer Bar: Litigating the Administrative Law Case
    5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$215   Add to Cart
Answer Bar: Oil, Gas and Energy Agreements and Contracting Essentials

Session 1: Midstream 101: A Primer on Understanding Midstream Contracts and Identifying Key Issues - Explore midstream transactions and the contracts commonly utilized in the industry to gather, transport, and process oil and gas. Work through commercial and regulatory considerations and key issues when drafting midstream contracts. Session 2: Update on Surface Use Agreements and Disputes - With the continuing expansion of the traditional and alternative energy sectors in Texas, surface use agreements must be carefully drafted in order to balance conflicting surface uses of the same property. Hear practical guidance for negotiating agreements and navigating disputes over shared use, including an update on recent cases affecting surface disputes.   Session 3: JOA Negotiation: Operator and Non-Operator Perspectives - Review key provisions of the American Association of Petroleum Landmen 610 Model Form Operating Agreement from both the operator’s and non-operator’s perspectives. Session 4: MSA Negotiations - A mock negotiation of a master service agreement with particular attention paid to the insurance and indemnity provisions to ensure an effective risk allocation program. Session 5: Split Estate Issues (Mineral, Wind, Solar and Water) - Explore competing uses, common conflicts, and potential solutions. Session 6: Communication with Opposing Counsel and Landowners - Common law rules, the fields of tort and contract, as well as rules of professional ethics, govern a lawyer’s or landman’s negotiations on behalf of a client.  By remaining mindful of these rules, including how the rules differ depending on whether you are negotiating with opposing counsel or a landowner, you can stay out of trouble and better serve your client. Session 7: LNG Commercial Models and Challenges Update - Hear an overview of various LNG commercial models offered by first and second wave U.S. LNG export projects. Cover how the choice of project structure may affect the commercial model and marketing efforts. Session 8: LIBOR and Letters of Intent - Market trends and issues regarding the replacement of LIBOR in transactional documentation and ‘dos’ and ‘don’ts’ or ‘best practices’ for the drafting of the document that typically is the precursor to any significant transaction – the letter of intent. Session 9: Ethics in Contracting Issues - Using hypotheticals, this presentation focuses on a number of ethics issues that might arise in contracting situations. Can lawyers take advantage of privileged communications the adversary inadvertently sends them? Can lawyers receiving electronic documents look for hidden metadata the other side has not scrubbed? What duties do lawyers have in representing contracting parties, with regards to disclosing client confidences to prevent the adversary from being deceived about the clients' intent, or to correct the adversary's misunderstanding about the law, the contract's terms, or the adversary's scriveners error? Session 10: Nuts and Bolts Ethics for the Business and Transactional Lawyer - Engage in a practical discussion of current ethics topics related to business and transactional law, including conflicts issues, and attorney migration between firms.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.00 hrs | 2.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Answer Bar: Oil, Gas and Energy Agreements and Contracting Essentials
    4.15 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Issues with video had to do a few through audio

    Presenters need to repeat questions from the audience before answering.

$245   Add to Cart
Answer Bar: Global Data Security Considerations for the Corporate Client

Session 1: Is Reasonable Security Achievable in the Corporation? - The term "Reasonable Security" is appearing in news headlines and inside court rooms. Regulators are increasingly conducting examinations of breached corporations to determine if preventative “Reasonable Security” measures are being deployed across the enterprise. Class action litigation representatives are also questioning, if a lack of "Reasonable Security” contributed to breaches in their complaints. Hear how “Reasonable Security” can be achieved across the pillars of people, process, and technology--including the implementation and management of proactive "Reasonable Security" measures. And explore how to evaluate and measure if “Reasonable Security” is in place, and how to identify gaps that may exist in a cybersecurity program. Session 2: International Privacy Laws and Enforcement Session 3: The ABCs of Operationalizing the CCPA, BIPA, and Other State Data Privacy Laws - Enforcement of the California Consumer Privacy Act is set to commence in July 2020. Explore how companies are grappling with how to integrate the recently revised CCPA regulations into their ordinary business activities. Hear practical guidance on operationalizing compliance with the CCPA as well as other state data privacy laws (e.g., Illinois’ Biometric Information Protection Act). Session 4: The Ultimate Cheat Sheet for Cybersecurity and Privacy Compliance - It seems like a new global or domestic privacy law is being introduced every week. Just when you thought that your program was complete and running smoothly, all of a sudden you must figure out a way to implement and maintain a new requirement. Learn about reliable management tools for a data privacy and cybersecurity compliance program from the experts. Our panel of in-house lawyers from the public and private sector discuss how to make it easy to operationalize overlapping laws and how to make sure that your compliance program is always up to date. Session 5: Do You Know Where Your Data is?: Data Sharing and the State of the Law - Modern companies are awash in data. Employees generate it and are usually looking for the most efficient way to share it internally and externally. Review the myriad of problems that can occur even with the most well-meaning of employees. From the possible export control risks of emailing technical information to an overseas colleague, to using Dropbox and other file sharing sites to exchange information, to providing data to contract employees, and more, explore the state of the law as it relates to data and what can happen if you lose control of it.   Session 6: Protecting Client Information-Cyber Protection Duties as an Attorney - Explore the ethical and legal obligations of attorneys and law firms to protect client data and communications from the latest cybersecurity threats. Session 7: Ethics and Professionalism in a Global Environment - Ethics and professionalism are being influenced by many factors in today’s global environment. Consider some of these factors, along with areas of commonality amongst the legal ethics rules from a sampling of jurisdictions.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.75 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Global Data Security Considerations for the Corporate Client
    3.81 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    informative

$195   Add to Cart
Answer Bar: Handling Employee Investigations in Today's Workplace 

Session 1: Internal Investigations - Artful Inquisitions—how to master internal investigations to uncover the truth. Employee interviews are critical to conducting an effective and thorough workplace investigation. Get informative tips on preparing investigation interviews, applying effective questioning techniques, and using emotional intelligence to elicit key information. Session 2: Reputational Risk: Managing Perceptions with Image Repair - When the reputation of the client is uncertain and “no comment” is not an option, hear from a public relations veteran and an employment attorney on strategies for communicating with the public and employees. Discussion includes the advanced Image Repair Theory crisis communication guide, coordinating the legal and communications team, and the professional ethical rules that govern lawyers when speaking about ongoing conflict. Session 3: Whistleblowers - A plaintiff-side and defense-side lawyer discuss protections and pitfalls for individuals and employers under state and federal whistleblower statutes. Session 4: Employee Activism and Workplace Political Speech - Analyze legal and practical implications of employee activism and political speech including best practices for employee training, policy development, and navigating related day-to-day workplace realities. Session 5: The New Gender and Sexuality - Legal update and practical workplace impact of social and cultural shifts with respect to the evolving terminology and variety of gender identity, gender expression, and sexual orientation. Session 6: Age Discrimination: A New Kind of Generation Gap - The Age Discrimination in Employment Act (ADEA) just celebrated the 50th anniversary of its enactment. With an aging baby boomer population, employees working past traditional retirement age, and millennials moving into management positions—these issues are more important than ever. Discuss strategies for managing multi-generational workforces and preventing age discrimination claims. Session 7: Best Practices in Dispute Resolution - Get practical tips on how to anticipate, avoid, evaluate, negotiate, and resolve workplace conflicts from a mediator and arbitrator with 45 years of experience representing employees and employers. Session 8: Combatting Hostile Environments: Risks of “Workplace Civility” Policies - Anti-harassment policies that prohibit only conduct that is strictly unlawful do not go far enough to guarantee a respectful workplace for employees. But broadly-drafted policies that require civility in workplace interactions can have unintended consequences. Examine the pros and cons of policies that go beyond unlawful behavior, and what they can mean for you and your clients. Session 9: Rights on Trial: How Workplace Discrimination Law Perpetuates Inequality - Understand the fundamental tensions in anti-discrimination law, how it impacts plaintiffs and defendants in the litigation system, and hear practical recommendations for how to better respond to persistent patterns of discrimination. Session 10: Diversity and Inclusion Initiatives: A Priority and Challenge - Developing diversity and inclusion initiatives is a growing priority for many companies and organizations. Gain strategies and advice in how to approach the creation and implementation of these initiatives, and how to avoid inadvertent Title VII violations or other legal liabilities. Session 11: How to Be an Ethical Ally (When You Work with a Bunch of Attorneys) - Are you a person who notices inequities around you? Do you want to respond when you see or hear another person being slighted? Do you work with a bunch of attorneys? If you said "yes" to any of these questions, then this is the ethics presentation is for you. We'll dive into some common biases sometimes seen in law firms and legal departments and discuss how you can effectively interrupt these biases by being an ally to your peers and to your profession.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.00 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Handling Employee Investigations in Today's Workplace 
    4.23 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Great format

    Very informative.

$245   Add to Cart
Answer Bar: Maximizing Technology in Your Law Practice

Session 1: Technology’s Disruption of the Legal Profession - Explore various technologies and emerging platforms that continue to influence the legal industry, including key considerations in implementing these technologies and related ethical concerns. Session 2: Competency, Confidentiality, Conflicts, and Technology - This session covers a wide range of problems that technology has created for lawyers. On the one hand, lawyers are obligated to use technology when it benefits their clients, but on the other, failure to use the technology competently can lead to ethical problems. This session analyzes issues from the mundane to the profound. Session 3: Ethical Issues Presented by Changing Technology - Increasingly technology is integrated into the practice of law. Examine lawyers' current ethical responsibility in relation to the use of technology and how such responsibility may change as technological advances, like artificial intelligence, become more commonplace in the practice of law. Session 4: Data Analytics: The Answer to Your Law Firm's Innovation Efforts - Learn how to easily kick-start your firm’s innovation efforts, close the gender pay gap (for you and your clients), and use data to reduce bias, improve inclusion as part of a diversity and inclusion initiative, and simultaneously use proven scientific methods to improve bottom-line profitability!  Session 5: Avoiding Ethical Issues with Lawyers' Use of Social Media - The world of social media has engulfed us all. Not only has it transformed our society, but it has worked its way into every legal field as well. Discover the ethical issues facing you as attorneys—and that of your clients—in this social media age. Session 6: 30 Apps in 30 Minutes - A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers. Session 7: 30 More Apps in 30 Minutes - Hear an updated survey of new, useful apps, and tech tips for lawyers, trust officers, and caregivers.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.00 hrs | 3.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: Maximizing Technology in Your Law Practice
    4.15 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Very helpful and clear. Especially enjoyed the panel and speakers for "Ethical Issues Presented by Changing Technology."

    Thank you

    Liked the guy who did the social media presentation. Well done all around.

$165   Add to Cart
Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance

Session 1: A Checklist for Commercial Loans - Examine lender requirements for closing a commercial real estate loan transaction, highlighting issues and pitfalls that can surface and derail almost any closing.  Session 2: How to Lose a Client With 10 Outdated Loan Provisions! - Discuss and provide drafting solutions for the most commonly outdated and missing provisions in Texas commercial real estate loan documents. Session 3: Effective Risk Management - A text book on the three legged stool – indemnity, insurance, and waivers of subrogation – contractual provisions for risk management. Also hear about mutual waivers and how to structure indemnities when a mutual waiver is provided, certificates, and self-insurance. Session 4: Overview of 2017 Updated Construction Contracts with Key Negotiating Tips and Review Points - Review the updated 2017 AIA documents, as well as some specialty AIA documents published for the first time or updated subsequent to 2007 with annotations. Also review some of the key 2017 updates in the AIA construction contracts, and hear key negotiating tips or review concerns when representing owners and lenders. Session 5: HVCRE Changes and Other Federal Codes, Restrictions and Guidelines to Commercial Real Estate Lending - Hear an update on HVCRE, as well as those other important – but often unknown – federal codes, guidelines, and restrictions that impact commercial real estate lending, and get drafting suggestions to make sure your documents stay up to date. Session 6: FinTech and the Changing Landscape of Mortgage Lending - Fintech lenders have entered the market with a focus on driving efficiencies, technology-first processes, and streamlined operational workflows – all aimed at guiding consumers through a one-stop-shop transaction. Fannie Mae will discuss the ever-changing mortgage landscape and it’s disruption by Fintech lenders.  Session 7: Title Policy Key Provisions, The Duty to Defend, and Claims - Focus on key provisions of the title insurance policy including determination and timing of loss, duty of defense, and exclusions from coverage. Discuss recent cases and how Texas courts have construed these provisions. Session 8: Practical Advice for Cleaning Up Title Issues - Title issues are common creatures, and there are often straightforward ways to resolve them. Get practical advice on clearing title issues quickly and efficiently. Session 9: Foreclosure Refresher: The Updated Basics - Get a step-by-step refresher on the foreclosure process, with a focus on practical concerns, and an update regarding recent statutory changes and case law impacting the process.   Session 10: How to Foreclose Personal Property - Gain practical guidance on how to foreclose on personal property under Article 9 of the UCC and the Texas Business and Commerce Code. Discuss the issues that may arise, including how to give proper notice, conduct a private or public sale, and repossess and dispose of collateral.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.00 hrs | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance
    3.95 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$205   Add to Cart
Answer Bar: Going to Trial on an Employment Law Case

Session 1: Investigating Sensitive Employment Complaints - The investigation of an employee's complaint may be critical to an employer's only means of avoiding liability. The investigator may be a witness, and the notes may be evidence. Learn how to investigate and document the process. Session 2: Depositions in Business Litigation - Learn strategies for securing the testimony you need in complex business cases. Session 3: Taking the Deposition of a Corporate Representative - Explore using the organization representative deposition, one of the more effective discovery tools to use when seeking discovery from an organization. Learn the ins and outs of using FRCP 30b(6) and TRCP 199.2(b) to depose the organization (a party or non-party) through the organization-selected representative(s) on topics you delineate relevant to the claims and defenses in the lawsuit. Session 4: Nuts and Bolts When Deposing on Behalf of the Plaintiff - When representing the Plaintiff: essential steps for a successful deposition of defendant’s expert, a witness or the defendant. Session 5: Beating the Expert - Find out how to take an expert’s deposition—how to avoid being intimidated and how to set realistic, attainable goals when you depose the "expert." Session 6: Developing Your Trial Cross Through the Adverse Deposition - Learn to take admission-seeking depositions of adverse witnesses so that they are effectively limited in their testimony at trial. Session 7: Preparing Your Witness for Deposition - Witnesses win cases—and lose them. Learn how to keep your witness from giving it all up in a deposition and how to use the deposition to help prepare your witness to be a winner at trial. Session 8: Corroborating Evidence: It’s Not Just a Swearing Match - Workplace disputes dismissed as “he-said, she-said” very often are in reality “he-said, she-said” plus some other evidence says. What is corroborating evidence to courts and juries in workplace discrimination and harassment cases? Session 9: Anti-SLAPP for Everyone! - More and more states are adopting Anti-SLAPP legislation, and the broad approach taken by Texas under the TCPA suggests that even a tangential relationship between the communication and a matter of public concern is sufficient. So what is an attorney to do? Review the elements and limits of Anti-SLAPP litigation, and make sure you are prepared the next time a slap is on the horizon. Session 10: Communication with Adverse Parties - How can communicating with adverse parties minimize or maximize your effectiveness as an advocate, affect client service, and impact staff morale? It is not uncommon for the lofty ideals of legal professionalism to fade alongside the more instinctive goal of winning for our clients by using words or actions to crush our opponents. But using words to unnecessarily embarrass or demean can change how others perceive you, affect the willingness of your opponent to cooperate, and most importantly, may violate the rules of professionalism. Review the rules that speak to how we communicate with adverse parties, and the practical consequences of ignoring those rules. Session 11: Class Action Employment Litigation: What's Left and What's New - Dukes, Epic Systems, and many other cases in the past decade have made class litigation extremely difficult in employment cases. Nonetheless, government agencies and private litigants are still filing a variety of class action discrimination cases and the prevalence of wage‑hour collective actions remain strong. Discuss the status of class and collective action employment litigation with a focus on recent developments impacting both the plaintiffs’ and defense bars. Session 12: Settlement Documents: Lessons to Learn - Optimizing separation agreement and settlement language to protect client assets, compliance with restrictions on confidentiality provisions, and avoiding hidden “gotcha” mistakes. Session 13: Ethics for Employment Lawyers: 2019 - Get updated on on cutting-edge ethics issues, including attorney-client privilege and waiver issues, ex parte communications, access to social media and computer information, inadvertent disclosure and improper acquisition of confidential information, litigation holds and spoliation issues, and settlement negotiations.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.50 hrs | 1.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Going to Trial on an Employment Law Case
    4.4 out of 5 stars
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    Very good course. For some reason, a few didn’t have videos so I listened to the audio. It would be good to have videos of everything.

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