eCourses

eCourses are individual online courses from renowned presenters at our live conferences. Learn via audio or video, receive the supporting materials, and fulfill MCLE requirements at your convenience with the best content available.

These courses are CLE accredited in Texas and California, with some accredited in Oklahoma.

Other States
If you need credit for an eCourse in other states please read through the disclaimer before purchasing an eCourse to make sure you will be able to self-report your MCLE credit after completion of the eCourse

Results for Ethics

Viewing 20 of 326 records

eSupplement to the 32nd Annual Health Law Conference

Session 1: 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 2: Lawyer Wellness - Taking Care of Ourselves and Others: This panel will offer strategies and tips for lawyers in these uncertain times of pandemic to help cope and thrive. Session 3: Challenges and Current Issues Facing In-House Counsel

Includes: Video Audio Slides

  • Total Credit Hours:
  • 3.00 hrs | 2.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • eSupplement to the 32nd Annual Health Law Conference
    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.
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$135   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
    Not yet rated
$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
    Not yet rated
$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
    Not yet rated
$205   Add to Cart
The Votes Are In! Your Rights and Responsibilities Under the Newly Amended Texas Disciplinary Rules

Join Claude and Scott for a first-look at the results of the referendum on changes to rules of conduct and procedure. How will the approved changes impact your practice?

Includes: Video Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • The Votes Are In! Your Rights and Responsibilities Under the Newly Amended Texas Disciplinary Rules
    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?

    Excellent recap and explanation of all the DR changes! Thank you for being so timely!

$60   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
    Not yet rated
$445   Add to Cart
Cybersecurity During a Pandemic: What To Do Help Protect Your Nonprofit Organization

Session 1: 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 2: Practical Issues around Data Protection - An overview of steps your organization can take to help protect your data, including practical tips on developing your action plan for responding to a cybersecurity breach.  Session 3: Liability Issues - Focus on liability related issues for non-profits, including Directors' and Officers' liability and COVID-19 related liability issues. Session 4: Cybersecurity and Data Protection Considerations in Work-From-Home Policies - An overview of key issues to consider in developing or updating work-from-home policies as they relate to cybersecurity and data protection, including information fluidity, third party access to employee assets, Zoom and other platform security concerns, and more.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.25 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Cybersecurity During a Pandemic: What To Do Help Protect Your Nonprofit Organization
    Not yet rated
$145   Add to Cart
First Friday Ethics (March 2021)

Session 1: “Trying” Situations for Trial Attorneys: Top Issues and Everyday Practices to Avoid Malpractice (REPLAY)- Explore some of the top issues or common “missteps” that can get small-firm/solo practitioner trial attorneys into trouble, as well as the critical importance of being “selfish” about your own health and fitness avoid malpractice. Session 2: The Evolution of the ABA Model Rules on the Unauthorized Practice of Law: Myth vs. Reality (REPLAY) - Though the ABA Model Rules are intended to serve as a template for states to follow, the Model Rules are neither mandatory nor enforceable.  Model Rules provisions on the unauthorized practice of law have developed in response to social change but the language suggested is rarely followed in its exact form. The disparity between the Model Rules and what states actually require can cause significant confusion leading to the unintentional unauthorized practice of law. This presentation highlights some of those differences to help attorneys avoid jurisdictional traps and gotchas. Session 3: Technology and Ethics: Adapting to the post-COVID Practice of Law (REPLAY) - Explore the incorporation of technology into the practice of law in response to the COVID-19 crisis, and moving forward. Jessica Vittorio will discuss the utilization of various types of technologies, and the correlating ethical rules to be aware of as practitioners begin to engage with these technologies in practice.

Includes: Video Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • First Friday Ethics (March 2021)
    4 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?
$140   Add to Cart
Hooked on CLE: April 2021

THIS MONTH: Both Sides Now: When Lawyers Go Too Far • Energy Insecurity and Other Issues for Underserved Communities • Late-in-Life Bankruptcies • Investigations in the C-Suite • Emerging, Disruptive, Game-Changing Technology

Includes: Video Audio Paper Slides No Materials

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Hooked on CLE: April 2021
    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?
$99   Add to Cart
Understanding the Proposed Changes to the Texas Disciplinary Rules of Professional Conduct, Referendum 2021

Join Claude as he covers the New Disciplinary Rules which EVERY Texas lawyer will be voting on in February 2021.

Includes: Video Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Understanding the Proposed Changes to the Texas Disciplinary Rules of Professional Conduct, Referendum 2021
    4.61 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?
$60   Add to Cart
First Friday Ethics (February 2021)

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 9:30 a.m. to 10:30 a.m.  Greed is[n't] Good (REPLAY) F. Daniel Knight, Chamberlain, Hrdlicka, White, Williams & Aughtry, Houston, TX Using a series of case studies, explore the ethical obligations and fiduciary duties owed by lawyers to clients and how the Texas Disciplinary Rules of Professional Conduct, the Federal Rules of Civil Procedure, and the Texas Rules of Civil Procedure are implicated in each. 10:45 a.m. to 11:45 p.m.  Too Many Entities Thomas H. Watkins, Husch Blackwell LLP, Austin, TX As more “deals” are put together, more entities are used to facilitate the “deal." Assess the huge liability risk for clients and lawyers if litigation is the end result. 12:00 p.m. to 1:00 p.m. EPC Aspects of Renewable Energy Projects and Human Rights Implications (REPLAY) Karla Pascarella, Peckar & Abramson, P.C., Austin, TX Join Karla as she explores the EPC Aspects of Renewable Energy Projects and Human Rights Implications.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • First Friday Ethics (February 2021)
    3.82 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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    Great issues to consider.

$140   Add to Cart
Too Many Entities

As more “deals” are put together, more entities are used to facilitate the “deal." Assess the huge liability risk for clients and lawyers if litigation is the end result.  

Includes: Video Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Too Many Entities
    4.29 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?

    Excellent presentation by a first-class lawyer.

    very good

    Excellent presentation, especially for transactional lawyers.

$60   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
    Not yet rated
$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
    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?
$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
    Not yet rated
$205   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: ‚ÄčThe 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 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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$190   Add to Cart
Hey Ho Pinocchio! Slowing Down Our Reflex to Call Someone a Liar

Join DeDe Church in this entertaining yet practical exploration of how we can determine when a witness or client is lying and the best practices for responding in those sticky situations. Often we are quick to label someone a liar these days, but we now know that stress and trauma can cause memories to be stored in a non-linear fashion or to be riddled with blank spots. We'll learn some proven techniques for determining if a person is intentionally lying and the ethical ways to respond without necessarily "outing" them as a liar.

Includes: Video Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Hey Ho Pinocchio! Slowing Down Our Reflex to Call Someone a Liar
    4.5 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?

    I thought that the political references at the beginning were inappropriate to the course.

$60   Add to Cart
Ethical Issues When Working Remotely (or Did Alexa Just Waive Privilege?)

Numerous ethical issues are raised when attorneys, clients, and even courts are working remotely. Examine how you can continue to practice effectively in this challenging environment.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Ethical Issues When Working Remotely (or Did Alexa Just Waive Privilege?)
    4.54 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?

    The course was very well done. Both speakers presented very timely, relevant information clearly and concisely.

    The information was very good. I would have liked to hear them speak more about all the topics in the paper. But, they ran out of time. Maybe it should be 1.5 hours.

    Very relevant information.

$60   Add to Cart
First Friday Ethics (January 2021)

Session 1: Hey Ho Pinocchio! Slowing Down Our Reflex to Call Someone a Liar - Join DeDe Church in this entertaining yet practical exploration of how we can determine when a witness or client is lying and the best practices for responding in those sticky situations. Often we are quick to label someone a liar these days, but we now know that stress and trauma can cause memories to be stored in a non-linear fashion or to be riddled with blank spots. We'll learn some proven techniques for determining if a person is intentionally lying and the ethical ways to respond without necessarily "outing" them as a liar. Session 2: Understanding the Proposed Changes to the Texas Disciplinary Rules of Professional Conduct, Referendum 2021 - Join Claude as he covers the New Disciplinary Rules which EVERY Texas lawyer will be voting on in February 2021. Session 3: Race, Truthiness and the New Ethics (REPLAY) - What new responsibilities do lawyers have in the era of fewer trials and more ADR? What does any of that have to do with LBJ? What are the “new ethics”. Take a look at the changing landscape of litigation over the last fifty years.

Includes: Video Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • First Friday Ethics (January 2021)
    4.06 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?

    Fine

$140   Add to Cart
IRS Emphasis on Tax Fraud Enforcement

The IRS has been taking steps to increase its focus on civil and criminal tax enforcement. Tax practitioners need to understand how the new IRS fraud initiatives can impact them and their clients.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • IRS Emphasis on Tax Fraud Enforcement
    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?
$55   Add to Cart

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