Client Telephone Seminars - Training Resources

California's New State Court E-Discovery Rules: Do Try This At Home 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, the Judicial Council followed suit by amending Calif. Rule of Court 3.724 to require early meet and  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...

Real Estate Due Diligence: Managing Risk and Developing a Winning Strategy in the Face of Challenging Credit Markets ...penses, and minimize investment risk for yourself or your client. You will also be able to identify the components of a due diligence process, including what they are, how to best handle them and in what order, approximate deadlines, and, in particular, keys to their success that will set you apart from your competitors. Attorneys, presidents, vice presidents, property managers, real estate  more...

Legal Ethical Issues BenefitsEthical issues present themselves in all aspects of an attorney's professional life. Knowledge of these ethical 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 teleconference will provide an overview of typical ethical issues affecting the various areas of the practice  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...

Avoiding Waiver of the Attorney-Client Privilege ...This teleconference 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 attorneys who represent individuals and organizations who are concerned about asserting and  more...

New Federal Rule of Evidence 502 - Preservation or Waiver of the Attorney Client Privilege and Work Product Protection in Federa ...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 90-minute  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 teleconference 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  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...

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...

Covenants Not to Compete and Trade Secrets BenefitsThis teleconference will provide 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'll learn about covenants not to compete, nonsolicitation agreements,  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. Attorneys, presidents, vice presidents, loan  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...

Collection Issues for Attorneys: Practical and Ethical Considerations ...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 teleconference is designed to provide you with practical and ethical methods how to best avoid this  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...

Tax and Estate Planning for Clients Relocating to Florida ...leconference 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...

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...