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Hooked on CLE: September 2022

Contains material from Feb 2022 to Jul 2022

Hooked on CLE: September 2022
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?

Tax planning session was particularly good.

Interesting and helpful to a retiring lawyer with a changing practice.

great presentation with excellent content. Loved it!

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512.475.6700
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THIS MONTH: Employee Raiding: The Evolving Standard • ESG Investing • Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) • Managing Generational Differences • Drafting Contracts to Protect Your Company

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 | 1.00 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2023

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1. Employee Raiding: The Evolving Standard (Jul 2022)

Jason Boulette

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
65 pgs
(pdf)
9 pgs
Session 1 —48 mins
0.75 | 0.25 ethics
Employee Raiding: The Evolving Standard (Jul 2022)

As the labor market remains tight, the competition for talent both within and across industries is running at a fever pitch. This session explores the current (and changing) state of the law on the employee non-solicitation provisions and the practical and legal considerations associated with the drafting, enforcement, and compliance with the same. The ethical implications associated with communications between company counsel and potential talent targets will also be touched on.

Originally presented: May 2022 Technology Law Conference

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX

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2. ESG Investing (Feb 2022)

Nancy E. McGlamery, Abigail Pohlman

0.75 0.00 0.00 0.75
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(mp4)
42 mins
(mp3)
42 mins
(pdf)
44 pgs
Session 2 —42 mins
0.75
ESG Investing (Feb 2022)

Environmental, social and governance (ESG) and impact investing continues to grow from a field of interest to a robust investment discipline. This discussion will demystify the broad ESG investing landscape and provide insights on effective and actionable ways to incorporate ESG and impact investing into nonprofit portfolios, including both legal and investment perspectives.

Originally presented: Jan 2022 Nonprofit Organizations Institute

Nancy E. McGlamery, Adler & Colvin - San Francisco, CA
Abigail Pohlman, Goldman Sachs - New York, NY

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3. Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) (Jun 2022)

Marvin Blum

1.00 0.00 0.00 1.00
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(mp4)
58 mins
(pdf)
36 pgs
(pdf)
12 pgs
Session 3 —58 mins
1.00
Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) (Jun 2022)

In 2021, Congress shined a spotlight on many of the best tools in our toolbox that we use to avoid estate tax. Previously, many of these techniques were flying under the radar. Now that the general public is aware, there is a growing outcry to shut down these benefits. This is a wake-up call that, sooner or later, the tax landscape will likely drastically change. Now is the time to engage in “Golden Age” tax planning. Explore key provisions of the various tax proposals still on the table, the Biden Administration’s latest tax proposals, and what kinds of planning clients should be putting in place before it’s too late.
 

Originally presented: May 2022 Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever

Marvin Blum, The Blum Firm - Fort Worth, TX

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4. Managing Generational Differences (Apr 2022)

Rebecca S. Bradley, Deron T. Robinson, Jim Whitton

0.75 0.75 0.00 0.75 | 0.75 ethics
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(mp4)
50 mins
(mp3)
49 mins
(pdf)
8 pgs
Session 4 —50 mins
0.75 | 0.75 ethics
Managing Generational Differences (Apr 2022)

The mentorship of young attorneys is an ethical obligation of the supervising attorneys and is critical for the retention of good attorneys. Communication, clarity, and leadership/culture sharing are all critical to bridging the generational divide. This is true for law firms that represent school districts, law firms that represent the employees of school districts, and general/in-house counsel for school districts.

Originally presented: Feb 2022 School Law Conference

Rebecca S. Bradley, Abernathy, Roeder, Boyd & Hullett, P.C. - McKinney, TX
Deron T. Robinson, Denton ISD - Denton, TX
Jim Whitton, Brackett & Ellis, P.C. - Fort Worth, TX

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5. Drafting Contracts to Protect Your Company (Jun 2022)

Kate McCabe, Jennifer McGrew

0.75 0.00 0.00 0.75
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(mp4)
42 mins
(mp3)
42 mins
(pdf)
13 pgs
Session 5 —42 mins
0.75
Drafting Contracts to Protect Your Company (Jun 2022)

Hear a discussion on boilerplate traps, indemnification, and limitation of liability.

Originally presented: Apr 2022 Corporate Counsel Institute

Kate McCabe, Savara Inc. - Austin, TX
Jennifer McGrew, Wilson Sonsini Goodrich & Rosati, P.C. - Austin, TX