Answer Bar: Considering a Special Needs Trust
Session 1: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust options, pitfalls to avoid, and case examples. Session 2: The Ethics of SNT Administration - In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical. Session 3: Redlining the Basics with 1st Party SNT - Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT. Session 4: Maximizing Public Benefits - Discuss how to identify what benefits your client has; what additional benefits they may be eligible for; what distributions by a trustee (or anyone) will make them ineligible; and what distributions will keep them eligible for those benefits. Session 5: Beneficiaries That Work: Important Questions to Ask and Strategies to Consider - Beneficiaries with special needs often find opportunities that provide meaningful personal benefits and generate income. As trustee managing a special trust for a beneficiary who is receiving income from performing work, it is imperative to understand how to advocate for a beneficiary and help that person remain eligible for government benefits. Session 6: Looking Back to Look Forward: Planning for Special Needs Beneficiaries - Many families and individuals with disabilities are asking how the recently enacted "One Big Beautiful Bill Act" will affect their benefits and support programs. This program looks at those concerns through a long-term lens—examining how such changes might impact a 17-year-old with a significant disability who is expected to live another seventy years. By looking back over the past seventy years of disability and social service reform, we can better anticipate the challenges she is likely to face in the decades ahead. The session also highlights best practices for designing and administering special needs trusts that remain flexible, sustainable, and responsive to evolving legal, financial, and care environments. Session 7: Sole Benefit Trusts: What, When, and Why - Focus on the uses of Sole Benefit Trusts, including distinguishing them from other types of special needs trusts. It will include practical application, hypothetical situations, and sample language. Session 8: A Quick Trust Tax Tutorial - You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners. Session 9: ABLE Accounts 101 - Gain insight into what Texans need to know about the age adjustment act. Session 10: Special Needs Trusts Ethics Jeopardy - Attorneys and trustees need to clearly understand their ethical obligations. Using the Jeopardy game show format, in this interactive session, the presenters cover various ethical issues encountered in a special needs practice, providing the answers while the audience provides the questions.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 7.50 hrs | 2.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
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Answer Bar: Considering a Special Needs TrustNot yet rated
Answer Bar: Elder Law and Medicaid Essentials
Session 1: Medicaid Update - Identify and explain recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well. Session 2: What All Estate and Probate Attorneys Need to Know About Medicaid Planning and Drafting - Issue-spotting and discussion highlighting elder law issues for which every estate planner and probate attorney should be on the lookout. Session 3: Medicaid Planning or Medicaid Avoidance? - Sometimes we can help a relatively wealthy person qualify for Medicaid long-term care. This presentation explores how to help the client determine whether or not they are able to pay privately; and if so, whether they would be better served by doing so or by qualifying for Medicaid. Session 4: Medicaid Asset Protection Trusts - Learn how Medicaid Asset Protection Trusts can be strategically utilized to help your clients qualify for long-term care benefits while preserving assets and avoiding trust-busting traps. Session 5: MERP Defense - This presentation provides updates on changes in defending against MERP claims and discussion of continuing sticky situations and traps. Discuss where HMS and we disagree and the problems of timelines, statutes of limitations, and the need for legislative change. Session 6: Recognizing Potential Incapacity of a Client - Discuss how to recognize potential incapacity in clients and the limitations any such incapacity causes. The discussion includes identifying the varying levels of capacity, steps that can be taken to identify capacity, and the types of incapacity a person may suffer from. Session 7: Real Estate Issues in Elder Law - Review issues to better protect your clients, including homestead and agricultural exemptions; recent changes; to inspect or not, what could possibly go wrong; easements; and transactions with an affidavit of heirship within four years of date of death. Session 8: 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 9: Lesser Restrictive Alternatives, Including Supports and Services to Guardianship: A Guide for a Practical Practice - Discuss lesser alternatives to guardianships including power of attorneys, representative payees, care managers, and 1301 management trusts, and other creative alternatives when dealing with legal issues or assets in other jurisdictions. Session 10: Medicaid Planning in Guardianships - A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 7.75 hrs | 1.75 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
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Answer Bar: Elder Law and Medicaid Essentials4.71 out of 5 starsWhat 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 information and helpful to my practice
Answer Bar: LLCs and Partnerships Formation
Session 1: 2025 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: 2025 Secretary of State Update - Learn about filing tips and resources that can make your transactions with the Secretary of State (SOS) easier and more predictable; hear updates on the agency’s ongoing system modernization program, including an overview of online services both available now as well as under development in the new SOSPortal. Session 3: Legislative Update on 2025 TBOC Amendments - A report on 2025 Texas legislation amending the Texas Business Organizations Code and some other Texas legislation of interest. Session 4: Professional Partnerships - A discussion of issues involved in establishing a professional partnership and examination of a model partnership agreement for a limited liability partnership. Session 5: Tax Planning Opportunities for Small Businesses: Re-evaluating the Toolbox after the OBBBA - A new look at the business and tax factors affecting your client’s choice of entity following the implementation of the One Big Beautiful Bill Act. Is the LLC still the top option, or have corporations taken the lead? Session 06: Updated Model LLC Agreements - Review three model agreements tailored for a closely held company, including a discussion of some recent changes in the models as well as decisions that the authors made in drafting the models to help improve your drafting skills and result in better operating agreements.Session 07: Drafting Net Profit Agreements - Net profits agreements are used in transactions where the parties have an interest in sharing in profits but do not want to create or participate in an entity arrangement with the parties involved. Net profits agreements raise a number of issues which may be as basic as the very definition of what the parties intend to share, as well as the methods of payout, the impact on tax consequences of these arrangements and concerns relating to the unintended partnership. Review the issues lawyers may need to consider with their clients to draft an effective net profits agreement.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 5.00 hrs | 0.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
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Answer Bar: LLCs and Partnerships FormationNot yet rated
Answer Bar: Taking on the Car Crash Client
Session 1: What’s New in UM/UIM Law: Case Law, Strategy, and Pitfalls - This presentation addresses recent cases impacting UM/UIM cases, as well as strategies and tips for prosecuting and for defending uninsured and under-insured motorist claims and bad faith litigation. Session 2: Low Property Damage Cases - Prosecuting and defending personal injury cases with minor property damage can present challenges. Hear about the experiences and strategies from the plaintiff and defense perspectives. Session 3: Commercial Vehicle Accidents 101 - Learn about commercial vehicle litigation from the plaintiff and defense perspective. The presentation includes litigation involving tractor-trailers, commercial vehicles, and commercial buses. Session 4: Subrogation and Liens: Medicare, Medicaid and Hospitals - Does Medicare require a set aside? Does Medicaid get the child's recovery? Are you familiar with hospital lien legislation in 2019 and 2021 and whether a freestanding ER can file a lien? If you don't know the answers to these questions, come learn these issues and more! Session 05: Pre-Suit Negotiation Strategies: Working with your Adjuster - Learn how to ensure you have properly prepared your adjuster, and the insurance company, to get the case settled for your client before mediation or negotiations. Session 06: Recurring Ethics Issues in Car Crash Cases - This session discusses recurring ethics issues in car crash cases affecting attorneys representing plaintiffs and defendants. Session 07: Serving Two Masters: The Ins and Outs of the Tripartite Relationship - Hear an analysis of the relationship between the insured, insurer, and attorney, conflicts that arise in the relationship, Tilley and subsequent case law, and the ethical dilemmas in knowing who you really represent. Session 08: Recent Changes to the Advertising and Solicitation Rules: The Highlights - Comprehensive changes to the Texas Disciplinary Rules governing advertisements and solicitations became effective in 2021. This presentation highlights some of the most notable changes.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 5.50 hrs | 2.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Answer Bar: Taking on the Car Crash ClientNot yet rated
Answer Bar: Taking Your Car Crash Case to Trial
Session 1: Discovery in Car Crash Cases: Navigating Discovery to Avoid Another Crash - A discussion about the discoverability and admissibility of medical records and medical bills, discovery involving non-retained experts, handling adverse medical exams, responding to discovery requests and motion for protection practice. Session 2: Overcoming “Bad Facts” A Plaintiff and Defense Perspective - Tips and tricks to deal with low property damage, pre-existing conditions, gaps in treatment, lack of medical bills, DWI, criminal clients, and more at trial.Session 3: Anatomy of a Police Report - Police reports are often the beginning of your case, not the end.Session 4: Medical Bills in Car Crash Cases - Whether you’re an experienced trial lawyer or tackling your first car crash case, proving and challenging medical expenses can be daunting. Break down the nuts and bolts of this critical damages element, as well as more advanced strategies and recent case law impacting this ever-evolving area of the law. Session 5: Trying the Case with No Economic Damages - Trying a car crash case without presenting economic damages has become more common in recent years. There are many reasons to do this. Learn the benefits and ways to successfully present your case to a jury without medical bills and lost wages.Session 6: Developing a Winning Deposition Strategy - Discuss the fail-safe tricks to ensure you have a winning strategy at depositions.Session 7: How to Defend a Corporate Representative for Deposition or Trial - An examination of the strategies and techniques to effectively prepare and protect a company representative during a deposition or trial, including thorough pre-deposition preparation, understanding relevant legal rules, making strategic objections to improper questions, and ensuring the witness provides accurate and limited testimony that aligns with the company's interests.Session 8: Jury Selection: What, Why, and How? - What information are you truly trying to obtain during voir dire, why do you need that information for your specific case, and how are you asking questions to get it? Intentional strategies to help plan your approach to jury selection and execute it.Session 9: Using Medical Illustrations to Advocate - Explore how to create accurate and effective medical demonstrative aids that can be utilized to communicate the mechanism of injury and convey complex medical issues in a clear and simple way. Through visual presentation, learn the process of how to create and incorporate medical illustrations to educate adjusters, judges, and juries. Session 10: Combining Storytelling and Themes for Successful Outcomes - Review strategies for storytelling that resonate with the jury and judges and aligns with legal principles of negligence, liability, and compensation.Session 11: Overcoming the Problem Witness - Gain techniques to handle the difficult witness—yours or theirs.Session 12: Beating the Expert - Learn how to avoid being intimidated and how to set realistic, attainable goals when you depose the expert. Session 13: Proving Causation and Sufficiency of Evidence - Ever wonder why great verdicts get reversed and rendered? Don't learn the hard way: we'll show how to meet your burden of proof, present your expert, when to object, and what ipse dixit means!
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 8.50 hrs | 0.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Answer Bar: Taking Your Car Crash Case to TrialNot yet rated
Answer Bar: Navigating a Renewable Energy Project
Session 01: Lifecycle of Renewable Energy Projects - A discussion of the sequencing of the development of renewable energy projects and how lawyers and developers can best work together to mitigate project risks at each stage of development. Session 02: Overview of Renewable Project Development and Finance - An overview of (a) key development contracts, and (b) the process of raising capital to develop, construct, and operate renewable energy projects. Session 03: Finance: Introduction to Structure of Construction Financing & Role of Key Parties - Discuss the basics of construction finance, loan agreements and their key provisions, conditions to closing, and schedules and exhibits. Explore the role of commercial parties, counsel, and consultants and other third parties in the loan agreement negotiation process. Session 04: Finance: Introduction to Structures for Tax Equity Investments in Renewable Energy Transactions - The Inflation Reduction Act has led to an uptick in tax equity investments in renewable energy transactions. Look at how these investments are structured and why, including a look at key transactions documents and new emerging hybrid structures that take advantage of tax credit transfers. Session 05: Title Insurance Encroachment Coverage in Renewable Energy Projects - Encroachments can create significant conflicts during the development and operation of renewable energy projects, often requiring careful management and resolution. Discuss how the title insurance process is a key resource in discovering encroachments, determining curative measures, as well as providing coverage over encroachments satisfactory to potential purchasers, lenders and tax equity investors. Session 06: Title Insurance Endorsement Changes: Multi State, Texas, New York - Hear an overview of new title insurance endorsements and coverage issues from across the country. Focus on Texas and New York's new endorsement adoptions as well as new ALTA forms and technical corrections. Session 07: What's New? Federal Energy Update - Hear a lively update on developments affecting the renewable energy market. Session 08: Joint Venture and Joint Development Agreements - As more new entrants enter the renewable energy industry, we continue to see an increase in joint ventures and other types of joint development arrangements. In this panel, we will discuss the reasons why, different types of joint structures, and key issues that tend to arise in these negotiations. Session 09: Mineral Issues Impact on Real Estate Documents, Siting and Planning: Texas vs. California - Understanding the interplay of the mineral estate to the surface estate, and site control agreement and title insurance issues and strategies for securing financeable renewable energy surface rights in Texas and California, and more generally. Session 10: Procurement Contracts: How to Plan for the Unknowns - Explore how procurement contracts can be structured to anticipate uncertainty — ranging from market shifts and supply chain disruptions to evolving legal frameworks and project development strategies — ensuring resilience, flexibility and continuity in a complex and challenging environment. Session 11: Negotiating Tactics in Energy Disputes: From Good to Ugly - Break down negotiation approaches commonly used in energy disputes—the “good” (effective and ethical), the “bad” (ineffective), and the “ugly” (counterproductive and potentially unethical). Using real-world hypotheticals, discuss actionable strategies to avoid wasted leverage, spot ethical pitfalls, and recognize when aggressive negotiation tactics cross the line into ethical violations.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 8.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Answer Bar: Navigating a Renewable Energy ProjectNot yet rated
Answer Bar: Data Security Considerations for the Corporate Client
Session 01: In-House Perspectives on Product Innovation, Data Governance and Privacy - A panel of senior privacy and compliance counsel at leading technology companies shares recent experiences and issues encountered at the cutting edge of new business models and rapidly changing legal and compliance landscapes. Session 02: Aligning Cybersecurity with Business Operations - Explore the critical intersection of cybersecurity, legal compliance, and business operations. Gain practical insights on building effective partnerships between legal, cyber, and business teams. And learn how organizations can better align their cybersecurity initiatives with business objectives while navigating complex regulatory requirements and emerging technologies. Session 03: Taking Your Incident Response Plan to the Next Level - An organization’s resiliency to a cyber-attack is critical to mitigating the operational, reputational, and legal impact of the incident. Explore the steps organizations should be taking to take their incident response plans to the next level, including harmonization among various response plans, developing detailed legal and privacy playbooks, and conducting exercises that target the most challenging issues organizations face in cyber-attacks. Session 04: Counsel in the Crosshairs: Legal Decisions During a Data Crisis - This tabletop exercise puts attorneys at the center of a fast moving cyber incident. Legal, regulatory, and reputational consequences hang in the balance as participants collaborate to guide a fictional company through a breach response. And along the way, we’ll meet and interact with key constituents (employees, clients, service providers, regulators). Keep your head on a swivel—we may even catch a glimpse of the threat actor himself! Session 05: Vendor Risk Management - A discussion with industry leaders on cybersecurity issues arising in vendor relationships. The panel discusses third party auditing, cyber incident notification, the recently adopted Reg S-P amendments, and vendor use of AI. Session 06: Ensuring Operational Resilience - How quickly can your organization recover from a cyberattack? This panel examines legal and strategic approaches to maintaining operational resilience, especially in the face of disruptions to critical infrastructure or third-party vendors. Topics include incident response, third-party due diligence, and legal counsel’s role in minimizing downtime and ensuring continuity across complex systems. Session 07: Do You Know What Your Outside Counsel is Doing to Protect Client Information? - Law firms are now targets for hackers, including nation-state actors that seek to steal sensitive and valuable client information and cause disruption and other damages. Are your outside counsel taking the appropriate steps to ensure the safety of your information? Session 08: The Role of the Board: Before, During and After a Cybersecurity Incident - A summary from sitting board members and board governance experts on obligations, tips, and best practices for boards in preparing for and responding to cybersecurity incidents, and in affectively evaluating and addressing the attendant risks. Session 09: The Use and Governance of AI in Legal and Compliance Departments - Engage in, and leave with actionable suggestions for, how legal and compliance teams are supporting the use of AI, from piloting a single model within the department to supporting AI governance across the enterprise.
Includes: Video Captions Audio Transcript Paper No Materials Slides
- Total Credit Hours:
- 8.75 hrs | 3.75 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 1/31/2027
-
Answer Bar: Data Security Considerations for the Corporate Client4.69 out of 5 starsWhat 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?
Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance
Session 01: 7 Deadly Sins of Pre-Deal Documents (LOI, MOU, Term Sheets, etc.) - Address the negotiation and drafting of pre-deal documents (LOI, MOU, Term Sheet, etc.). Discuss when a pre-deal document is justified (and when not?); which pre-deal document is best for your transaction; which strategies should be considered when negotiating an LOI; and what are the best ways to make an LOI or MOU unenforceable. Session 02: Loan Modifications Session 03: Contesting Property Tax Appraisals - The Property Tax Protest and Appeal process can be confusing. With fifteen-minutes as the average length for an Appraisal Review Board hearing, review strategies for what to do and not do before your values are set in the Summer, and tax statements arrive in the Fall. Session 04: Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans - Review of potential remedies available to enforce and collect commercial real estate secured loans. What are the requirements? What are the pros and cons? Session 05: Title Insurance: Common Title Issues and Fixes - Hear a title insurance update including common title issues that arise in a transaction and how to clean up a title after a project as gone wrong. Session 06: Equity Pledges in the Mortgage Lending Context - Discuss the increasingly-common requirement by mortgage lenders of equity pledges as additional collateral. Piece together the various related elements and understand their priorities when structuring these transactions. Session 07: Intercreditor Agreements: Avoiding Lender on Lender Violence in the Closing Process - An examination of intercreditor agreements from the perspective of each of the borrower, the senior lender and the mezzanine lender. Session 08: Escrow Agreements - A review of the various uses, types of Escrow Agreements, Escrow Agent options, regulatory and drafting concerns and forms availability. Session 09: Don’t Forget to Check Your Boxes Before You Close - This presentation covers a few commonly overlooked items in the lender’s closing checklists that can have a detrimental impact on closing and closing timelines. Session 10: Follow the Money - How to Avoid Mortgage Fraud - The real estate and mortgage industry has seen an increase in fraud in the wake of the Pandemic. Learn to spot the red flags for avoiding mortgage fraud by getting to know your customers and going beyond the paperwork.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 6.75 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 12/31/2026
-
Answer Bar: The Ins and Outs of Commercial Real Estate Loans and Title Insurance4.62 out of 5 starsWhat 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?
Answer Bar: Oil, Gas and Energy Agreements and Contracting Essentials
Session 1: The Oil and Gas Lease, Part I: Classification, Scope of Grant and Duration - An in-depth focus on how an oil and gas lease is classified in law and on the key clauses of the lease. Session 2: The Oil and Gas Lease, Part II: The Royalty Clause in an Oil and Gas Lease - In Texas, the calculation of the royalty obligation created under an oil and gas lease is determined by looking at the specific language contained in the royalty clause. Royalty terms in the lease such as "market value at the well" or "amount realized" establish how the royalty payor must measure and calculate royalty, and what post-production costs can be allocated to the lessor interest. This presentation reviews some of the principal phrases used to describe such obligations and how the Texas courts have interpreted them, and examines how that same language has been interpreted differently in other jurisdictions. It analyzes the impact of division and transfer orders and royalty payment statutes on royalty obligations contained in the lease. Session 3: The Oil and Gas Lease, Part III: Implied Covenants - Examination of the law of implied covenants, including the duties imposed, elements necessary to establish a claim, and remedies and defenses available. Session 4: The Oil and Gas Lease, Part IV: Other Clauses - Review other clauses in an oil and gas lease, including surface use clauses and riders, retained acreage and proportionate reduction clauses, and savings clauses such as continuous operations, dry hole, force majeure, and shut-in gas royalty clauses. Session 5: Carbon Capture and Sequestration Permitting and Contract Issues - Address recent developments in state and federal regulation of the rapidly evolving carbon capture industry in Texas and recent trends in negotiating pore space agreements. Session 6: The Meaning of ‘Other Minerals’ and Other Incidents of Mineral Ownership - A reexamination of the granting clause and the meaning of “other minerals” as they pertain to other incidents of the mineral estate, including produced water, lithium, and porous space. Session 7: Indemnity Provisions in MSAs: Texas vs. New Mexico - A practical review of the application of indemnity provisions in Texas vs. New Mexico. Session 8: Texas Business Courts: The First 6+ Months - A view from the Business Court & Fifteenth Court of Appeals - Rules, Procedures, Cases & Know-How.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 5.00 hrs | 1.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
-
Answer Bar: Oil, Gas and Energy Agreements and Contracting Essentials4.46 out of 5 starsWhat 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?
Answer Bar: Handling Employee Investigations in Today's Workplace
Session 1: Navigating Sensitive Employment Complaints - The investigation of an employee's complaint may be an employer's only path to avoiding liability. The investigator will likely be a witness, and the notes may be evidence. Learn when to outsource and when/how to investigate and document the process. 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. Listen to a discussion about key practical issues for companies to consider when carrying out investigations in the remote working environment. 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: Fact Finder Chronicles: The Office Edition - What might you discover when you delve deeply into an office's investigation into a discrimination or harassment complaint? Ride along with plaintiff's counsel and an external investigator as they examine the forensics of the complaint process. Who is responsible for getting to the truth? What should be done with the truth? Come with us as we discuss what went right and what went wrong. Session 5: Retaliation Red Flags and Tips to Reduce Risk - Why should I win, and how am I going to prove that? Session 6: Mediation Strategies, Solutions and Lessons Learned - The success of mediation is influenced by the information exchanged in advance, the type of mediation (remote or in-person), the inclusion or exclusion of a joint opening session, and many other factors. This panel discusses best practices for opening lines of communication, getting past the impasse, and finding a resolution. Session 7: Ethics: Can We Talk? - This session explores the limits on attorney communication with employees, former employees, and other potential witnesses in the context of employment litigation. Special attention will be given to the ethical considerations associated with joint representation of a party and a potential witness, including concerns surrounding the use of such representation to limit the ability of the other side to communicate with a potential witness.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 5.50 hrs | 1.75 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
Answer Bar: Handling Employee Investigations in Today's Workplace4.41 out of 5 starsWhat 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?
This was a great course. Right on point.
Answer Bar: Maximizing Technology in Your Law Practice
Session 1: The Duty of Technology Competence - Understand the importance of technology competence for your practice and the ethical obligations to be competent. Explore the current landscape and recent decisions in this area, as well as common problem areas for attorneys. Session 2: Conducting Cost-Effective E-Discovery and the Use of Technology Assisted Review (TAR) - Examine how technology-based processes, specifically technology assisted review (TAR), can be cost-effective and efficient solutions for e-discovery in litigation. This session highlights situations where TAR is often the preferred tool over attorney review and flags times that it is not, and discusses how to address contentious issues that may arise in TAR-related negotiations with opposing counsel. Session 3: Communication - Attorneys have a duty to keep client communication secure. Get practical tips on conducting communication with the courts or with opposing counsel, as well email filtering and its impacts on communication including filing deadlines, etc. Session 4: AI Update - Artificial intelligence has been in the legal and cultural zeitgeist for a few years now. Explore the transformative effects (and lack thereof) of artificial intelligence on the legal industry in that time. Examine both the advancements and limitations, highlighting how AI has streamlined processes, improved efficiency, and where it still falls short in replacing human expertise. Session 5: Use of AI in Litigation - Understanding the basics of how AI works, the dangers and pitfalls with current AI technology, and ways AI can (or should not) be used in litigation.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 3.75 hrs | 3.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 8/31/2026
-
Answer Bar: Maximizing Technology in Your Law Practice4.02 out of 5 starsWhat 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?