Client Telephone Seminars

First Company in India to Deliver all ITIL V3 Intermediate Module Training QLogy 1800-200-200-3 ... Flexibility- We are right sized and flexible to adapt to client processes and then suggest improvements within their defined quality framework Note: - " If you have 8 + years experience in IT, we have unique offering where you can get FIVE Certifications (ITIL, CobiT, ISO 20K & ISO27K & PMP) in ONE workshop, resulting in Time and Cost Saving for You " Contact Us for more details @  more...

Litigation Support for Paralegals BenefitsNot every firm, corporation or agency has an in-house litigation support team. Often paralegals and legal assistants are held responsible for the work flow related to litigation support. Paralegal education has been changing over the years to include litigation support practices; although faculty applies direct professional lessons to the coursework and graduates are prepared to enter  more...

Covenants Not to Compete and Trade Secrets BenefitsThis live audio conference provides an overview and general principles of the law and legal theories related to protecting competitive business interests and confidential business information - one of the fastest growing areas of intellectual property law outside of traditional patent, copyright and trademark concerns. You will learn about covenants not to compete, nonsolicitation  more...

Taxation and Accounting Conflicts of Interest ...e or avoid it can lead to expensive legal fees, loss of a client or employment, a claim against malpractice insurance, bad publicity, or an unflattering and enduring case study in a business school textbook. The absence of any conflict of interest is a prerequisite to achieving the professional integrity, objectivity, and independence required by various rules regulating the professional  more...

Charitable Remainder Trust Fundamentals ...larly. If you don't discuss charitable planning with your clients, you are forfeiting potential business to your competitors. Charitable remainder trusts help your clients combine their estate, tax and financial planning with their charitable dreams. This live audio conference will explain how you can implement charitable remainder trusts for your existing and future clients. We will focus on  more...

Divorce Taxation: Practical Issues ... divorce cases have significant tax ramifications to your client. This live audio conference provides the skills to identify them before they create a problem for you and your client at settlement. We will begin with the recent changes to the tax law and provide a key road map in navigating the numerous pitfalls that may appear in your case. Whether it is when your client may qualify for  more...

Common Conflicts in the Tripartite Relationship ...client stays with his/her attorney. Often times, it is shared with the insurance carrier that has retained counsel pursuant to their insurance policy. However, some information cannot be shared with the carrier, to their detriment but to the benefit of the insured. What can an attorney share with his client's insurance carrier, and what is he prohibited from doing? What other instances places  more...

Tax and Estate Planning for Clients Relocating to Florida ...o conference will highlight the legal and tax impact of a client relocating to Florida. Certainly the appeal of Florida's great weather can be too much to resist for some, but the move has consequences. Tax laws in Florida are generally much more favorable than the laws of the state the client is departing. Similarly, the laws impacting asset protection planning are generally more protective of  more...

Legal Ethics and Loss Prevention Issues with Electronic Communications and Security ...des many means through which lawyers can communicate with clients, publicize legal services, work remotely, and share information. When selecting and using a technology for communicating with clients, storing client data, or performing work for clients, a lawyer should consider whether that medium is effective and whether its use complies with the lawyer's ethical obligations. This live audio  more...

The WE in Wellness--5 Skills Every Case Manager Should Know for Effective Case Management ...clients attain their highest degree of wellness requires many skills and a repertoire of approaches, some which may be new to case managers and the teams with which they work. The specialty of Case Management has become more and more crucial for the coordination of an individual client's healthcare provided by multidisciplinary teams within and between organizations and systems. As clinical  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls ...mplementation can lead to disastrous consequences for the client and the draftsman. This live audio conference will present an in depth analysis of the effective use of powers of attorney in the client's estate plan and consider practical problems and solutions in their use. The in depth knowledge gained from this presentation will aid you in advising clients and suggesting helpful revisions  more...

Current Issues in Billboard Leases ...request to handle such a document is always viewed by the client as a simple and routine matter. Experience regularly tells us differently. Learning Objectives: - You will be able to describe how a billboard agreement differs from a typical lease, license or easement. - You will be able to recognize property owners valuation of a billboard agreement. - You will be able to discuss government  more...

Ready Access CBT Training: Methods for Training Your Clients in the Use of CBT While Strengthening and Broadening Your Own CBT S ...concepts as a professional is a given. Explaining it to a client in a useful, meaningful, remember-able way can be a challenge. Unless your client understands the concepts, can apply them and has access to them under stress, therapy becomes an ongoing repetitive process that falls short of its full potential. This live audio conference of Ready Access CBT Training will provide a useful method  more...

But It's Only Our Opinion:The Legal Opinion In Commercial Transactions ...client is about to borrow $10,000,000 for acquisition of a new project and a copy of the bank's loan commitment and its 'standard form' of borrower's counsel legal opinion letter have just been received. Even for those who have dealt with such third-party legal opinions in the past, it's important to make sure everyone understands the applicable standards and the diligence expectations upon  more...

Estate Planning Ethics ...ies an attorney encounters while serving the needs of the client. This program will touch upon the most frequent rules and issues that an attorney engaged in estate planning needs to know. Topics covered will include duties of communication, confidentiality, conflicts, scope of representation, obligations and dealings with third-parties, among other things. Knowledge of the rules of conduct  more...

Client Nonpayment: Ethical Considerations in Collections and Termination ...client's matter and obtained a good result, only to find yourself in a dispute with your client over the payment of your fee. The client may complain about the quality of the service or may claim that they cannot pay your fees. Whatever the excuse, it is a problem that can be lessened. This audio conference is designed to provide you with practical and ethical methods how to best avoid this  more...

Avoiding Waiver of the Attorney-Client Privilege ...is audio conference will discuss the doctrine of attorney-client privilege: the scope of the privilege, exceptions to the privilege, procedural aspects of asserting the privilege, waiver of the privilege and the related but distinguishable doctrine of attorney work product. It should be useful for you, whether you are concerned about asserting and maintaining privileged communications or  more...

California E-Discovery Rules: Still in Their Infancy BenefitsOn June 29, 2009, Governor Arnold Schwarzenegger signed into law AB 5, California's first set of statutes designed to address the realities of electronic discovery. AB 5 added two new statutes to the California Code of Civil Procedure and amended 19 pre-existing CCP sections. On August 14, 2009, the Judicial Council followed suit by amending California Rule of Court 3.724 to require  more...

Legal Ethical Issues ...ical standards will assist you in properly representing a client and at the same time protect you from the adverse consequences of a violation of the ethical standards. This audio conference will provide an overview of typical ethical issues affecting the various areas of the practice of law, and how to address and resolve those issues. This audio conference is designed primarily designed for  more...

New Rule 502: Attorney-Client Privilege and Work Product Limitations on Waiver ...client privilege and work product protection is a fundamental for most litigators. Rule 502 of the Federal Rules of Evidence has been adopted to clarify and resolve a common dispute regarding the effects of certain disclosures otherwise protected by the privilege or work product, including inadvertent disclosures and the agreement of the parties regarding disclosure. This teleconference will  more...

Family Limited Partnerships in Estate Planning ... to identify when the use of this entity for a particular client situation is warranted and what steps to take to maintain or correct an existing family entity to comply with recent changes in the law. This program will also explain the various valuation issues for gift and estate tax purposes, and asset protection benefits with the use of these entities. Family limited partnerships and family  more...

Embracing Social Media to Build Concrete Relationships in a Bricks-and-Mortar World ... - which in effect makes sure you are connecting with new clients and developing concrete relationships. In our business, developing relationships is the key to survival. Marketing does not start when you receive an RFP. We've seen time and again that unless you already have a strong relationship with the client prior to the release of the RFP, you will probably be wasting your time. This audio  more...

Paralegal's Guide to Confidentiality, Conflicts and Communications ...client relationship is the attorney's obligation regarding confidentiality, conflicts and communication. The professional rules regarding confidentiality, conflicts and communication should be known and understood by all practicing attorneys. Clients have certain expectations and the attorneys must respect and abide by those expectations. Furthermore, not knowing and understanding the rules may  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...and subsequent developments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may  more...

Restructuring the Commercial Loan ...t trends; and obtain negotiating pointers to benefit your client. You will review strategies related to all stages of loan default and explore the effect of bankruptcy preference and fraudulent transfer law on workouts or modifications. You will also hear current concerns from peers through questions to and answers from our experienced faculty. This teleconference is designed for attorneys,  more...

Long-Term Care Insurance in Estate Plans ...Clients spend a lifetime building financial security for their retirement, often with the desire to pass the assets on to their family or charity rather than loose it to the cost of long-term care. Whether at home, assisted living or nursing home care, the cost can be staggering. When is the purchase of long-term care insurance appropriate for a client? How can the client control the cost and  more...

Condition Assessments and Structural Evaluation of Existing Buildings ...is is a task that many engineers are asked to do by their clients and not all of them have had the experience to take on this seemingly simple task but which has several pitfalls. The client's reasons for requesting this service could be due to several reasons such as change of use of the building; vertical or horizontal expansion being considered for the building; understanding why there is  more...

Metadata Scrubbing and Mining: Legal, Ethical and Practical Implications ... electronically filed in federal court. All attorneys and clients are susceptible to breach of confidentiality and malpractice traps. Learn how you can protect your clients - and your law firm or law department. Avoid the metadata fates that befell not only the Transportation Security Administration in December 2009 but also the U.N. Secretary General, the British Prime Minister, the Federal  more...

Using and Challenging Statistical Evidence: An Essential Training for Litigators ...e in the litigation arena, from evaluating cases for your clients, to resolving disputes and possibly taking a matter to trial. Lawyers often shy away from using statisticians, quite frankly because understanding this world can seem overwhelming and confusing. In this 90-minute teleconference, you will have an opportunity to hear (in a nonmathematical approach) from a seasoned litigator and an  more...

The Fundamentals of Estate Planning for Pets ... with some of the tools that are out there to assist your clients whose most important beneficiaries are often overlooked, whether because the client is embarrassed, or the attorney is ill equipped with how to address the client's concerns. Not only will this teleconference give you the opportunity to learn some of the various techniques out there for the care for pets in a client's estate  more...

The Phone Bias: Learn to Use the Phone for Successful Prospecting and Client Contact BenefitsDo you prefer face-to-face meetings? Do you know why? What is stopping you from closing all of the sales you deserve to close - and is that dependent upon you showing up in person? In 1937, Dale Carnegie told us 'How to Win Friends and Influence People' by making face visits. But in those days we had to. Now we have choices. And now we have a few tools to help buyers buy. What we didn't  more...

The Art and Science of Ethically Firing a Client ...itsSo you think distancing yourself from an uncooperative client is as simple as saying, in the words of Donald Trump, 'You're fired.'? Not so. Both ethical and fiduciary considerations come into play when a lawyer seeks to withdraw from ongoing representation of a client. This teleconference will provide a detailed discussion of those ethical rules, as well as the impact of withdrawal on  more...

Access Management Design and Development ...ent is crucial in delivering a successful project to your client. Driveway access to a site can have positive or negative consequences on the amount of potential business a retail site can expect, and at the same time, elimination of a driveway for a public roadway project can potentially delay a public benefit project for years. This teleconference will provide the foundation of history,  more...

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges ...Clients that are developing projects in remote locations are increasingly demanding comprehensive design-build solutions for projects where the defined scope is often little more than a half-page concept of the desired output or regulatory result. The client expectations: technical and commercial analysis, scope of work development, a detailed execution plan, a detailed CPM schedule with day  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...hat of a W-2 wage earner. However, in those cases where a client's spouse owns their own business eliciting the true available funds for child support and maintenance can be more complicated. This teleconference is designed to help you understand various options in securing information, interpreting that information and making use of it to determine the actual funds available for support. A  more...

Dealing with Difficult Patients ...s and other healthcare facilities must weigh the value of client satisfaction and safety. Acute care settings may be particularly susceptible to the problem difficult patients because of the number of different service providers involved and the fact that it is an important and heavily people-based service. Difficult patients cannot be avoided; therefore health care institutions must have clear  more...

Early Case Assessment Strategies for Paralegals ...n last for years. In light of these tough economic times, clients are looking to their legal team to control legal costs while at the same time producing favorable outcomes. Studies have indicated that early case assessment evaluation, if done correctly, can accomplish both of these goals. Irrespective of the complexity of the case, early case assessment can be beneficial not only to the  more...

Suicidology: Your Responsibilities for Protecting Your Clients and the Public ...ental health professionals. The imperative of keeping the client safe constitutes not only the most important initial clinical objective, but is at the core of good risk management. Research continues to help clinicians predict suicidal behavior in the individual with increasing accuracy. However, there is no single test or method of assessment. Therefore, it is necessary to identify, quantify  more...

Chapter 13 Bankruptcy Procedures: What You Need to Know BenefitsBankruptcies are a fact of life and with the new bankruptcy amendments, Chapter 13s are taking a bigger slice of the consumer bankruptcy pie. This teleconference will discuss the Chapter 13 process and how it differs from Chapter 7 bankruptcies. It details the structure of the typical Chapter 13 case and presents pointers on maximizing the recovery of you and your client. This  more...

Client Rights Issues: Informed Consent and Confidentiality ...eral laws contain myriad requirements intended to protect client rights. Most importantly are those that relate to rights regarding providing informed consent and privacy of health information. However, many health care providers do not understand the complex intersections of regulatory and common law requirements for obtaining consent and protecting client privacy. Failure to properly comply  more...

Estate Planning Opportunities in an Uncertain Environment ...client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity to leverage our  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ...for a drafting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients. The second part will highlight various drafting techniques that will allow a will and trust to  more...

Protecting Yourself From Client Violence .... However, evidence suggests that violence perpetrated by clients or their family members toward practitioners is increasing across settings. Such workers are facing increasing risks in their jobs because of the nature of their work; the increasingly complex and challenging needs of the people served; and the prevalence of violence, drugs and other social problems in our communities. This  more...