Clients Are Telephone Seminars

Assessing a Client's Risk for Violence BenefitsInstitutions such as hospitals, law enforcement agencies, correctional facilities, and courts are frequently faced with the question of whether and under what circumstances an individual should be released to the community when the person has some history of violence toward others. There is often a dilemma of balancing risk to the public with respecting the civil rights of an individual  more...

Current Issues in Subcontracts and Teaming Agreements BenefitsSubcontracts and teaming agreements are common in business and take many forms. When the customer is the Federal Government however, companies often try to squeeze these relationships into their standard purchase orders and performance work statements. Particularly with heightened scrutiny by all federal agencies over the entry into contracts and the performance of those contracts, by all  more...

Internet Strategies and Best Practices for Nonprofits BenefitsMany nonprofit organizations and executives are struggling to make sense of the Internet as a way to improve communications and results with donors and clients. Ever since the introduction of social-media tools like Facebook and Twitter , keeping up with the pace of change on the Internet, and optimizing your nonprofit's presence in these areas, is an ongoing challenge. To make matters  more...

Loan Modification Fundamentals BenefitsMortgage loan defaults and foreclosures are at historic levels. New businesses counseling borrowers and dealing with these crises have been created. How we deal with this crisis will have a significant impact on the nation's economy. Borrowers and lenders alike are working to resolve these defaults and foreclosures, attempting to find a balance between allowing consumers to remain in their  more...

Charitable Remainder Trust Fundamentals BenefitsNinety percent of Americans give to charity regularly. 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  more...

Tax and Estate Planning for Clients Relocating to Florida BenefitsThis live audio 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...

The WE in Wellness--5 Skills Every Case Manager Should Know for Effective Case Management BenefitsHelping 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  more...

Trucking Litigation BenefitsLitigation involving trucking and bus companies seems straightforward. Unfortunately, nothing could be further from the truth when it comes to trucking tort cases. During this live audio conference, you will hear how to negotiate the waters and learn how the myriad of confusing federal and state regulations could torpedo your otherwise straightforward common law case. Hear from the former  more...

Special Needs Trusts: What, Why and How BenefitsA thorough knowledge of planning for disabled individuals is important for providing full service to a practitioner's clients and avoiding serious malpractice liability. Unfortunately, the government benefit programs involved and the options available for obtaining and preserving such benefits, such as Supplemental Security Income and Medicaid, are highly complex. Furthermore, the  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls BenefitsPowers of attorney are often given insufficient attention by the practitioner and mistakes in their drafting and implementation 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.  more...

Effective Quality Control and Quality Assurance BenefitsDelivering quality in building design and construction faces two major challenges. The first is that buildings are becoming ever more complex and less resilient against normal use. HVAC, Controls, and Lighting systems in even simple buildings can be quite challenging and innovative. Building enclosure technology is rapidly changing with new ideas such as rainscreen walls and air barriers.  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented BenefitsLinkedIn is the world's best business networking platform with more than 70,000,000 users. Many salespeople are looking for ways to increase their prospecting and sales effectiveness by using social networking tools. In a more competitive and fast-paced sales environment, it's becoming harder to connect with quality prospects and sales opportunities. LinkedIn is a tremendous business  more...

Preparing for Medicaid Audits BenefitsThe current and future state of Medicaid audits - are you and your clients adequately prepared? The Medicaid program is a state's most significant health care expense and, in many instances, one of its largest budgetary items. It is the health insurer of last resort for children and the economically disadvantaged. The recent economic downturn has caused shortfalls to many states' overall  more...

Illinois DUI Case Update BenefitsThe laws regarding DUI have changed more than any other crime in Illinois. Presumptions have become statutory violations. Judicial driving permits were created, then eradicated and replaced with alcohol detection machines. Reinstatement of licenses following revocation has left the realm of fiction, but only for those who can jump through all the hoops. You should attend this audio  more...

Legal Aspects in Representing Clients with Dementia BenefitsAttend this audio conference and be able to understand why preplanning measures are important to avoid crisis situations upon medical incapacity. The topics covered include everything from simple advanced directives and estate planning, to complex planning for the purpose of VA and Medicaid benefits. You will understand the process of legal crisis intervention if preplanning measures are  more...

Embracing Social Media to Build Concrete Relationships in a Bricks-and-Mortar World BenefitsTo many, social media may sound more like social waste of time. In reality, social media is a shift in how we communicate. It's about relationships, not technology. It's changing our business world faster than we thought possible. Many within the more traditional bricks-and-mortar A/E/C industry are getting left behind. Attend this audio conference and you will learn how some companies in  more...

Purchasing Contract Remedies BenefitsAccording to the old proverb, 'When things get tough, the tough get going.' A corollary might be, 'When things go wrong, call the lawyers.' At which point a headache could easily become a nightmare. Is there a better way? Of course there is. Litigation can, and should be, a last resort. After all, litigation takes time and our business clients typically need something NOW: the steel for  more...

Refining Your Business Writing Skills BenefitsDo your written communications to clients, employees and stakeholders position your message appropriately? Are you getting responses to your business letters and emails that show you are being heard? Without question, your written communications influence the way internal and external audiences view you and your organization. In fact, in today's global marketplace, this may be the only  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do BenefitsThis teleconference will present a practical, action-oriented analysis of the estate and GST tax in 2010 focusing on the repeal of the estate tax 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  more...

International Employment Assignments: Understanding the Compliance Risks BenefitsWhether a company is sending employees to the U.S. to work in its U.S. branches, subsidiaries or affiliates, or sending U.S. citizen employees abroad to work in foreign entities, the risks of failing to comply with U.S. and foreign employment and immigration laws are enormous. Attorneys who counsel these companies and human resource executives who implement company policy must be aware of  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...

Long-Term Care Insurance in Estate Plans BenefitsClients 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  more...

Is Your Health Care Plan Grandfathered Under the Health Care Reform? BenefitsEmployers and other sponsors of group health plans routinely make annual changes to their plans that are designed to reduce costs, increase efficiency, and improve employee health and productivity. As plan sponsors consider design changes for 2011, they must also take into account new federal mandates under the Patient Protection and Affordable Care Act, as modified by the Health Care and  more...

Condition Assessments and Structural Evaluation of Existing Buildings BenefitsCondition assessment and structural evaluation of existing buildings is not a course that is taught in most engineering colleges. However, this 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  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...

Planning Fundamentals for Illiquid Assets BenefitsPlanning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved. Practitioners advising clients with substantial liquid assets need to identify the unique problems and provide guidance and solutions to deal with them. This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets,  more...

The Fundamentals of Estate Planning for Pets BenefitsPets are an important part of the lives of many individuals. People own pets for a variety of reasons - they love animals, they enjoy the companionship and they enjoy receiving unconditional love. On many occasions, pets have supplanted children in people's lives. Planning for these companions requires a comprehensive look at the various opportunities and techniques which are available to  more...

Appealing Standards: Determining the Applicable Standard of Review BenefitsThis teleconference is designed to help you with your two most important jobs: prediction (telling clients what appellate courts are likely to do with a given case) and persuasion (getting the appellate courts to do it). The two most common mistakes in appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will  more...

Probate and Estate Tax Return Preparation for Paralegals BenefitsWhether you prepare United States estate (and generation-skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference will introduce you to the process, and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of  more...

Current Tax Implications of Repositioning Real Estate BenefitsIn a declining real estate market, more building owners and developers are concerned about the tax consequences associated with foreclosures, deeds in lieu of foreclosure, short sales and debt restructuring. Often, the tax consequences associated with these transactions can be difficult to determine. This teleconference will help you advise your clients on the income tax effects of  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the  more...

Strategies in Representing Clients Before the IRS BenefitsThis teleconference is designed to summarize the important strategies to keep in mind when representing clients before the Internal Revenue Service. Tax exams are an every day occurrence. It is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way. Accountants, CPAs, attorneys, tax professionals, CFOs,  more...

Minimize Risk with Legal Case, Matter and Practice Management Systems BenefitsCase, matter, and practice management systems and processes will help your practice become more efficient and effective in all aspects of operating your practice and addressing the needs of clients. Whether you are a litigator or a transactional attorney, in private practice or in a legal department, this seminar will focus on the functions and advantages of case, matter, and practice  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know BenefitsPrivacy and information security legislation, standards and case law are having an ever-larger impact on your relationships with your customers, clients and employees, as well as on your company's management of personal information. Issue-spotting in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that  more...

Splits, SNTs and Public Benefits: Understanding the Complexities of Special Needs Planning in Divorces BenefitsMarital stress and divorce are highly prevalent among families with special needs. Many attorneys who specialize in the area of divorce are unfamiliar with the complexities of special needs planning, despite the importance of public benefit programs to their clients and their families. This teleconference not only helps you understand the detailed public benefit programs available to your  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...

Litigating in the Social Networking Era BenefitsWith the recent explosion in the use of social networking, attorneys and litigants are quickly learning the risks and rewards of participating in social networking. In particular, recent cases demonstrate the utility to attorneys of considering social networks during discovery and, in some cases, discovery of information from social networking sites can make or break your case. Therefore,  more...

Doing Business in Mexico: What You Need to Know BenefitsThis teleconference will focus on legal issues commonly encountered by American companies doing business in Mexico. We will highlight key differences in conducting business in the U.S. and Mexico, both from a business and legal point of view. Typical issues will be analyzed from an American legal perspective, the Mexican legal viewpoint will be outlined and we will give potential solutions  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...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client nThis teleconference has two primary focuses. The first part will highlight issues and opportunities 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.  more...

Protecting Yourself From Client Violence nFew enter a helping profession, such as social work, anticipating that they may become targets of violence from the very individuals they want to help. 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  more...

Strategies Short of Foreclosure: Real Estate Short Sales and Beyond nRecord numbers of foreclosures have radically changed the residential real estate market in the last year and affected all aspects of the practice of residential real estate law, real estate closings, lending and sales. Whether your real estate market has experienced a bubble burst or merely a fizz, your practice has been affected by slowing markets, the subprime meltdown and the record number of  more...

Effective Program Evaluation for Nonprofits nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design  more...

Estate and Gift Tax Audits nThe first question the executor asks when the estate tax return is selected for audit is "why this return?". What was it about the return that caused it to be selected for IRS examination? n nThis teleconference answers that question and many more related to the subject of estate and gift tax return audits. Learn about the characteristics that trigger audits and why some estate and gift tax  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...

Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.  more...