A one-year subscription to The Masters of Cross Examination CLE Series is available for $499 and includes the following 9 CLE programs listed below (nearly 11 hours of education!). That is a savings of nearly 50% off the list price of the individual CLEs.

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The pandemic, politically-charged climate, and increased role as a source of news and other information has led social media to have an even larger role in our personal and professional lives. With increased use comes increased ethical risk – of breaking attorney-client privilege or confidentiality, making an uncivil comment, or providing legal advice to someone who is not officially a client. How do you navigate the slippery slope of using Twitter, Facebook, LinkedIn, Instagram, and similar sites without crossing an ethical line? Join us for this one-hour webcast for guidance and a better understanding of appropriate and necessary use of social media in the practice of law.

Today's lawyer engages with technology regularly, and that engagement implicates basic ethical principles arising out of the attorney’s obligation to understand what they are doing, to maintain client confidences, to communicate reasonably, and to supervise others -- including retained non-lawyer consultants and experts. Lawyers are expected to be current with the most recent technological developments and not to ignore technology risks. In fact, most state professional conduct rules include an ethical duty of technology competence. Keep your head in the sand no longer! In this one-hour discussion, a data privacy expert and two emerging technology lawyers will explore the attorney’s ethical obligations surrounding technology, including its role in today’s practice. Take this opportunity to better understand what you need know to meet your ethical duties, and how technology can also enhance your efficiency and your reputation.

Session 1- Conceptual Statutory and Regulatory Background and Structure Session 2- Regulation D: Update on Developing Concerns; SEC Priorities, Recent Statements by SEC Commissioners and Staff; Making Offerings More Available; Staying Private – Public-Private Companies and the Age of the Unicorns. Session 3- What Your Liability Insurer Wants You to Know; Liability Risks in Exempt Offerings from an Insurer’s Perspective (Ethics)

Lawyers have a responsibility to ensure that clients understand the scope of, and any limitations on, their representation. Courts have recently clarified the responsibilities of lawyers in drafting engagement letters and in limiting the scope of their representation. This 60 minute CLE presentation focuses on the importance of clearly limiting the scope of a lawyer’s representation at the outset of representation. Additionally, this presentation outlines strategies for drafting engagement letters that accurately describe the scope of the attorney-client relationship

The new Section 199A of the Internal Revenue Code provides a deduction of 20% or more to owners of pass-through businesses. These comprise sole proprietors, S corporation shareholders and partners of entities, including most multi-member LLCs, taxable as partnerships, totaling at least 75 million small-business owners. The section also provides these deductions to shareholders of closely held C corporations that convert to pass-through tax regimens. Given that Section 199A is one of the most complex to understand and apply, it is unfortunate that most of the beneficiaries are small businesses that can ill afford the sophisticated tax counsel needed to take full advantage of the benefits of the section.

Your client undoubtedly had excellent reasons for creating an irrevocable trust in the first place. He may have created an irrevocable trust to protect his own assets from the hands of creditors. He may have created an irrevocable trust to provide funding for his children without giving them direct access to those funds. He may have created an irrevocable trust for transfer tax planning purposes. But as time passes, the terms of that trust may no longer suit the needs of your client or the trust beneficiaries. Fortunately, their irrevocable trust can likely be modified and brought up-to-date to suit their current needs. This one-hour audio teleseminar will give you the tools to determine when an irrevocable trust can and should be modified and teach you about various methods to modify the trust.