4 Basic Telephone Seminars - Training Resources

Current Issues in Real Estate Title and Title Insurance BenefitsThis teleconference is a nuts-and-bolts program designed to give you real life practical information to facilitate the closing of commercial and residential real estate transactions. You'll gain insight into the workings of the title industry to better prepare you to anticipate problems and assist in developing solutions to ultimately close the transaction. This teleconference will  more...

A Paralegal's Guide for Drafting Pleadings BenefitsProviding the knowledge to know what pleadings and legal documents to file, when to file them and how to draft them is very important to the litigation process. You will learn the basic tools for locating documents, developing computer competencies for maximum efficiency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an  more...

Ethical Implications for Attorneys Transitioning to New Firms BenefitsIn today's legal market, attorneys transition between law firms and other professional associations with great frequency. The movement of attorneys implicates some fundamental ethical issues, such as confidentiality and conflicts. Not knowing and understanding these ethical issues and implementing procedures to avoid a violation of the pertinent rules may lead to claims against the  more...

Partnerships and Section 704(c) BenefitsMany tax professionals and investors in partnerships, LLCs and other entities that are treated as partnerships struggle with the concepts and the operating rules that apply to Section 704(c). These rules potentially apply whenever property is contributed to such an entity or are distributed from such an entity. The regulations under Section 704(c) provide a very flexible but very  more...

A Primer on International Estate Planning BenefitsIndividuals are increasingly 'international' today - especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property, succession and tax laws of multiple jurisdictions. This teleconference will help you  more...

Mechanics Liens in Massachusetts: Protecting Your Lien Rights in Uncertain Times BenefitsMechanics liens are an essential tool for collection of debts in any economy - in today's uncertain times, a thorough understanding of mechanics liens is even more critical. The mechanics lien process is complex and must be executed flawlessly in order for liens to be perfected. In turn, the Massachusetts mechanics lien law is often confusing, even to lawyers who are not expert in its  more...

Basics of Reverse Osmosis for Brackish Groundwater Treatment nMany professionals in membrane desalination design, operation and maintenance are faced with the difficult task of keeping current on the rapidly changing technology. Reverse osmosis membrane products change as the suppliers introduce new models. How and when to best apply these products and what features and benefits they offer must be analyzed before optimum performance can be realized.  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts BenefitsThis teleconference will teach you how to avoid the devastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information BenefitsMany offices today make use of paralegals or legal assistants not only in preparing documents but in reviewing them. Many attorneys rely on elementary representations of income such as the income stated on an income tax return for determining the available funds for child support and maintenance. In many cases, this may be sufficient, such as that of a W-2 wage earner. However, in those  more...

Internal Controls BenefitsWhether you're part of the Fortune 500 or a small private company, understanding how to develop and implement effective internal controls is critical to your business. In addition to helping you comply with the law, a good system of internal control can dramatically improve your bottom line. In this 90-minute teleconference, you'll learn about basic internal control concepts that will help  more...

Efficiency Estimations and Payback Periods for New Equipment BenefitsEnergy savings is possible for nearly every electric motor application but there are obstacles to buying and installing a higher efficiency motor. Practical considerations of the real world such as initial purchase, accounting system roadblocks, and installation and operating cost, must be part of the decision process. This teleconference will explain basic principles of electric motor  more...

8 Issues When Doing Business or Contracting With Native American Tribes BenefitsThere are more than 500 federally-recognized American Indian tribes in the United States, each established under a constitution unique to the tribe. Each tribe, through its constitution and subsequent legislation, has developed its own laws and regulations addressing issues of contracting, jurisdiction and waivers, if any, of sovereign immunity. Individuals and entities seeking to do  more...

Basic Principles of Construction Insurance BenefitsThis popular teleconference offers an overview of basic insurance coverage used for construction projects. The presenters are experienced construction and insurance coverage attorneys who will discuss how to secure appropriate insurance coverage at a project's inception and what to do when claims arise during construction or after project completion. Builder's risk, CGL and other common  more...

Integrated Project Delivery Principles and Building Information Modeling BenefitsMany in the facilities community, including designers, builders and owners, need a hand understanding IPD and BIM. What does it all mean? Who benefits and how? Some that have heard about IPD and BIM may be wondering how to either ask for it in their projects or implement these principles in their firms. There are some basic concepts in IPD and BIM that can be used in every project large or  more...

Form-Based Coding: An Alternative to Conventional Zoning BenefitsThis teleconference will provide a basic understanding of form-based codes: how they are different, how they can be applied and how they can help implement more sustainable communities. Lessons learned and steps toward beginning the process will provide you with a clear path toward a successful form-based code. Legal and practical considerations associated with adopting form-based zoning  more...

Ethical Issues in Effective Settlement Negotiations BenefitsThis teleconference will outline the key ethical rules and parameters faced by lawyers during negotiations of litigated matters, and emphasize the recent guidance from the ABA and various state and federal courts on matters ranging from basic duties of disclosure to the often murky rules affecting class actions and the settlement of complex litigation affecting numerous parties. This  more...

Meeting Your Fiduciary Responsibilities Under ERISA BenefitsMaintaining an employee benefit plan subject to the Employee Retirement Income Security Act of 1974 requires that people managing the plan or investing plan assets become fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the  more...

Immigration Compliance for the HR Professional: Employment Authorization Issues and Beyond BenefitsAll United States employers must comply with employment authorization and verification laws, regardless of the size or composition of their workforce. This teleconference will supply you with the information you need to ensure your company is in compliance with employment authorization rules and regulations. Detailed guidance on employment verification procedures, Social Security number  more...

Daubert Motions: Challenging Expert Opinions BenefitsSince the U.S. Supreme Court decided Daubert v. Merrell Dow Pharmaceuticals in 1993, the federal law governing expert testimony has undergone a radical transformation. The courts of most states have also now adopted Daubert to some extent. Every litigator needs to understand the impact of Daubert and its progeny. Used properly, Daubert can be a powerful tool for excluding expert evidence.  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations BenefitsFundraising is hard enough without running into the legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy  more...

Due Diligence Considerations for Participation Loans BenefitsAn increasing number of commercial loans are syndicated or participated, and an increasing number of lenders sell interests in loans they originate or acquire interests in loans originated by other lenders. This teleconference will explore loan assignment and participation transactions from the perspective of both the originating lender and the assignee or participant. You'll learn about  more...

Sale-Leaseback Transactions Today: Monetizing Real Estate Assets BenefitsA troubled economy and a chilly borrowing environment require a re-thinking of how capital and debt are used in your business. Monetizing real estate assets by sale-leaseback transactions may free up needed capital to invest in your business, particularly if the real estate is undervalued. This teleconference will help you understand when and where sale-leaseback transactions on real  more...

Purchasing Law: Breach, Repudiation and Excuse BenefitsYou have survived the battle of the forms or signed a supply agreement but there is a problem - your supplier hasn't delivered, the goods don't work the way they should or you have reason to think that they won't be delivered. This teleconference will provide you a basic understanding about what you can do when your purchase contract goes bad. You will receive a primer on the steps you  more...

ALTA Policy, Endorsements and Transaction Strategies with Title Insurance BenefitsThis teleconference will examine the role of title insurance in real estate transactions and review policy forms, with an emphasis on the 2006 ALTA Policy. Using the commitment for title insurance, the course will discuss how counsel, investors and lenders can avoid title pitfalls and coverage gaps, expedite a pre-closing response to coverage requests, and ultimately enhance coverage.  more...

Terminating a Construction Contract: Legal Issues and Considerations BenefitsAn unstable economy causes owners and contractors to increasingly consider the last resort of terminating their construction contracts. It is important to fully appreciate and understand the law governing termination in order to avoid causing even more economic damage. This teleconference will provide the basic concepts of termination and will provide some examples of the right and wrong  more...

Basics of Trust Administration nThis teleconference will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees; the use of directed trustees, protectors and investment managers, etc., to "slice and dice" trustee powers; probate court involvement in trust administration; and concepts in fiduciary  more...

Introduction to New ICD-10 Coding: Preparing for Implementation nThe International Classification of Disease and Operations, Ninth Edition has out-lived its usefulness for capturing morbidity and mortality amongst the world population. Most developed nations transitioned to ICD-10 several years ago, but because of the tie of ICD-9-CM to payments in the United States there have been a series of delays in the US implementation. As the US moves a lightening speed  more...

Building Information Modeling: Planning, Design and Legal Considerations nWhether you are an owner, a designer or a builder, you need information about building information modeling. The good news is that there is lots of information out there; the bad news is that much of it is not useful. No one knows everything about BIM but we can start by talking about authoritative sources for BIM information, then sprinkle in some basic BIM concepts. Information will be  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax nBy attending this teleconference, you will learn key elements of the GST tax rules, including the rules for automatic allocation of GST tax exemption. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be  more...

An Introduction to Contract Basics nContracts govern the basic business and commercial relationships of most of us, yet for many the basics of contract law remain a mystery. There is often misinformation about such simple questions as "Is a handshake enough?" or "Do all the boilerplate terms of a contract really matter?" This teleconference will address these and many more issues surrounding the formation and enforcement of  more...

Understanding the Language of Mold Assessment Reports nLaymen and professionals who do not deal with mold assessment reports on a regular basis are likely to struggle with understanding the language presented in a mold assessment report. They may be prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many  more...

Patients' Rights Update nHealth care providers, particularly long term care providers, mental health providers and hospices, have become increasingly aware of patients' rights concerns in recent years. Many states have passed bills of rights for their residents living in mental health, skilled nursed or other health care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue nMany states and metropolitan areas are faced with increasing traffic congestion along with inadequate sources of transportation revenue to address transportation investment needs. After completing this teleconference, you will improve your understanding of the ability of congestion pricing to address both congestion reduction and revenue generation objectives. You will be able to describe some of  more...

Payment Fraud nAs a business owner, how do you know your customers are who they say they are? How do you know if the payments they are making to you, using credit cards or ACH, are good? Fraud is on the rise, with a tough economy and the abundance of malware in the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for  more...

Floodproofing Fundamentals: Design Methods to Reduce Flood Damages nProblem: Floods are the most common natural disaster in the United States. According to the National Flood Insurance Program, more than 80 percent of the natural disaster losses in the United States are caused by flooding. Over the past 10 years, the National Weather Service estimates that flood losses have averaged more than $4 billion a year nationwide. Various government and insurance groups  more...

Effective Fundraising Techniques for Nonprofit Organizations nNonprofit organizations always need to diversify their revenue from earned income, government grants with philanthropic fundraising. Now, in tough economic times, you must determine how to maximize the effectiveness of your fundraising program. This teleconference will cover the basic elements of a complete fundraising program for annual operating support as well as ways every organization can  more...

Roundabouts: Planning, Design Principles and Current Practices nAlthough roundabouts have proven safety and operational benefits, proper planning and engineering design is essential for roundabouts to function correctly. This brief, yet practical, teleconference is your opportunity to better understand modern roundabouts and their installation, learn specific design skills and current practices, and apply roundabout design principles to projects in your  more...

Multistate Sales Tax Issues for Contractors nAttendance at this teleconference will assist you in understanding who and what is subject to sales and use taxes, including who is responsible for collecting the sales tax or paying the use tax, e.g., who is the ultimate consumer, the differences between real and personal property, the taxation of repairs and repair services, and the taxation of intangibles such as warranties. Without an  more...

Lease vs. Buy: Choosing the Best Option nThe decision to finance business equipment through lease programs or by purchases is one of the most difficult and important decisions faced by businesses every day. Making the wrong choice can not only result in economic loss but significant disruption of business, loss of time and opportunity. This teleconference will provide you with a comparison of the benefits and pitfalls of financing  more...

Problems and Risks Associated With Green Construction nThe benefits of pursuing green design and construction continue to expand, causing many diverse owner/developer groups and project types to embrace these technologies, design elements and operation models. Moving in the green direction without proper preparation may cause a development to see red in the form of red tape, interruptions and negative bottom-line impacts. In this teleconference, we  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid nLearn the facts and get advice on cutting your dependence on paper records. According to the Association of Information and Image Management, more than half of organizations that attempt to implement paperless records management systems fail. Don't be one of them. This teleconference will help HR managers and anyone attempting to implement paperless records management to go paperless effectively.  more...

Internet Techniques for Locating Lost Relatives nMany professionals are called upon to locate lost relatives of clients or patients. Attend this teleconference and learn the methodology, strategies and techniques that can lead to successfully locating the lost relative. Each search is unique. One always begins by establishing the goal - who needs to be located; determining what is known - the identifiers; and creating a basic research plan.  more...

A Tax Primer on Real Estate Investment Trusts nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The  more...