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Hooked on CLE: February 2024

Contains material from Aug 2023 to Dec 2023

Hooked on CLE: February 2024
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THIS MONTH: Contracting with Third-Party Vendors: Top Risk and Privacy Law Considerations • IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD • Beating the Expert • Running Your Law Firm as a Business • The Unruly Client

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 | 1.00 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 1/31/2025

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1. Contracting with Third-Party Vendors: Top Risk and Privacy Law Considerations (Dec 2023)

David Curtis, Hannah Levin

0.75 0.00 0.00 0.75
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(mp4)
44 mins
(mp3)
43 mins
(pdf)
16 pgs
Session 1 —44 mins
0.75
Contracting with Third-Party Vendors: Top Risk and Privacy Law Considerations (Dec 2023)

A primer on how to revise third-party vendor contracts to include cybersecurity and privacy law provisions, perform cybersecurity vendor due diligence, and what you need to know to best protect yourself or clients from regulatory scrutiny.

Originally presented: Oct 2023 Essential Cybersecurity Law

David Curtis, Orrick, Herrington & Sutcliffe LLP - Seattle, WA
Hannah Levin, Orrick, Herrington & Sutcliffe LLP - Washington, DC

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2. IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD (Sep 2023)

Dianne Reis

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
23 pgs
(pdf)
11 pgs
Session 2 —30 mins
0.50
IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD (Sep 2023)

We’ve seen a lot of changes in how IRA’s and retirement plans are taxed after the participant’s death, especially when left in trust. Here’s what you need to know when planning an estate with significant tax-deferred assets.

Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

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3. Beating the Expert (Aug 2023)

Quentin Brogdon

0.75 0.00 0.00 0.75
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(mp4)
44 mins
(mp3)
44 mins
(pdf)
29 pgs
(pdf)
36 pgs
Session 3 —44 mins
0.75
Beating the Expert (Aug 2023)

Learn how to avoid being intimidated and how to set realistic, attainable goals when you depose the expert.

Originally presented: Jun 2023 Winning at Deposition: Skills and Strategy

Quentin Brogdon, Crain Brogdon LLP - Dallas, TX

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4. Running Your Law Firm as a Business (Nov 2023)

James David Rosenblatt

1.00 0.00 0.00 1.00
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(mp4)
60 mins
Paper
(pdf)
2 pgs
(pdf)
9 pgs
Session 4 —60 mins
1.00
Running Your Law Firm as a Business (Nov 2023)

In today’s competitive legal landscape, it’s no longer enough to simply hang your shingle and get by on the broad scope of subjects you studied for the Bar. To thrive as a lawyer, you must understand how to properly run your law firm. You may not be a business lawyer, but all lawyers need to know how to run their business. This CLE seminar provides you with valuable insights, practical strategies, and actionable takeaways to elevate your law firm’s performance and profitability.

Originally presented: Oct 2023 Running Your Law Firm as a Business

James David Rosenblatt, The Rosenblatt Law Firm - San Antonio, TX

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5. The Unruly Client (Oct 2023)

Paul Wingo

1.00 1.00 0.00 1.00 | 1.00 ethics
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(mp4)
57 mins
(mp3)
57 mins
(pdf)
22 pgs
(pdf)
10 pgs
Session 5 —57 mins
1.00 | 1.00 ethics
The Unruly Client (Oct 2023)

Ethical duties and practical advice for working with clients who don’t see eye to eye with you.   

Originally presented: Aug 2023 The Car Crash Seminar

Paul Wingo, Hamilton Wingo, LLP - Dallas, TX