Drafting Telephone Seminars

Drafting The Flawless Easement ...n part to the lack of thought, time and effort during the drafting and preparation of easement documents. In some cases future problems and uses cannot be anticipated. However, most conflicts and other problems can be prevented by anticipating the necessary scope of the easement and giving attention to the detail necessary to prepare flawless easement documents. This live audio conference will  more...

Commercial Loan Documentation ...ce will provide you with a comprehensive understanding of drafting and reviewing the key provisions of a credit agreement. You will also gain insight into typical collateral documents and working knowledge of which agreements should be used for a variety of collateral types. Get valuable tips on navigating complex commercial loan documents and understand the key components of a credit  more...

UCC Article 9 Update ...nning to identify issues not contemplated by the original drafting committee. As a result, a Joint Review Committee was formed and has recommended changes to Article 9 that are expected to be approved this summer. In addition to learning about the proposed changes we will review significant cases, including those that serve as reminders to be diligent in times of financial stress. This live  more...

Successful PTO Programs BenefitsPTO programs have become quite popular over the years as an alternative to traditional vacation, sick leave and other policies. Done right, PTO can be a powerful recruiting and retention tool. Done wrong, PTO can negatively impact morale and productivity and be a trap for the unwary employer. This live audio conference helps those persons responsible for designing and implementing employee  more...

Weight Loss At the Workplace: Legal Issues For Employers Seeking To Reduce Health Care Costs ...careful consideration of the potential issues raised with drafting and managing a corporate wellness program. The multiple relevant laws and regulations only heighten the need for a deliberate review and consideration of any work place programs assembled to reduce health care costs by encouraging employees to lose weight. The speaker's discussion of employee wellness programs targeting weight  more...

Advanced Issues in GMP Contracting ...nal with years of hands-on experience in the negotiation, drafting and administration of GMP contracts. Learning Objectives: - You will be able to recognize how to use the various component of the GMP as tools for managing risk. - You will be able to explain and improve your understanding of the potential rewards and risks of inherent in GMP contracts. - You will be able to discuss what should  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls ...cient 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. The in depth knowledge gained from this  more...

Structuring and Drafting Conservation Easements ... what the priorities are when it comes to structuring and drafting them. You will gain an appreciation for the complexities of crafting a form of conservation easement that works. Pitfalls that are currently being encountered in the field, including valuation issues and tax matters will be addressed. The audio conference also explains the ways in which a conservation easement can be challenged  more...

Drafting a Green Ordinance: Case Study ...ed to do. Then, we move to the principles of planning and drafting, with a focus on operational examples. The faculty will point out those provisions that have been shown to be effective and what participants should avoid. The concluding section drives hard into the end product, the enactment, and the critical follow up and recalibration of the code. This live audio conference is designed for  more...

Waiver of Subrogation Clauses and Provisions in Construction Contracts ...sist in avoiding disputes during the careful planning and drafting of these clauses from the outset. Learning Objectives - You will be able to define subrogation. - You will be able to describe key construction contract provisions. - You will be able to discuss the impact of other related contracts on waiver of subrogation clauses. - You will be able to review the impact of violation of  more...

Commercial Tenant Notifications: Priorities and Pitfalls BenefitsTenant notifications are a necessary aspect of all commercial leases and are being increasingly scrutinized by courts and legislative assemblies across the country. Indeed, a failure to correctly notify a tenant can jeopardize the landlord's right to collect amounts due and owing under the lease, prolong the right to evict a defaulting tenant and even expose an innocent landlord to civil  more...

Avoiding the Basic Pitfalls of GMP Contracting ...his many years of hands-on experience in the negotiation, drafting and administration of GMP contracts. Topics will include in-depth description and analysis of the advantages and disadvantages of this contracting format, the four phases of work that are typical when working under a GMP format, the components of a GMP and why it is so important to fully understand how each is defined, and the  more...

AIA Contracts: The Owner-General Contractor Agreement ...w they allocate risk is essential for anyone negotiating, drafting, interpreting, arbitrating or litigating construction contracts based on the AIA format. This 90-minute audio conference is designed to survey two principal AIA forms, highlighting recent changes to them and enable you to be more knowledgeable and better equipped when dealing with the AIA forms. Learning Objectives - You will  more...

Drafting Document Retention Policies BenefitsThere can be little question in today's world that a thoughtful, well-designed document retention policy is a must for every corporation. Yet many have failed to take this important step to protect their companies. Many more have failed to effectively implement their document retention policies after they have been adopted. The cost of these shortcomings is significant. A corporation may  more...

Trust Situs and State Taxation: Practical Planning Implications BenefitsState tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues. Trusts are no exceptions. The rules under which a state can tax a trust are complex and changing in more aggressive ways. How can a state tax a trust? What planning steps can be taken? What must you understand when preparing tax returns? Each rule  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...

Agreements of Sale and Due Diligence in Commercial Real Estate Transactions ...ve to avoid protracted legal disputes. By negotiating and drafting effective agreements of sale and assisting clients with the performance of essential due diligence, attorneys can allocate the risks associated with land transactions and save their clients the cost and uncertainty imposed by unpredictable default rules. This teleconference addresses how to negotiate and draft effective  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...e 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 take years to resolve issues that remain. What can be done with documents you are preparing now for clients to better protect them and address this uncertainty? How can investment and wealth managers better administer client  more...

Drafting Clear and Enforceable Contracts ...hey can! This teleconference is an introductory course on drafting clear and enforceable contracts in a business environment - using language that everyone can understand. It will cover the critical details that need to be in every contract and the language that can be used to simply express these details to achieve the legal result desired by both parties. It also will provide you with an  more...

Express and Implied Warranties Under UCC Article 2 BenefitsThe warranty provisions under UCC Article 2 and the laws interpreting them provide a vast amount of information that can seem overwhelming at times. This teleconference will provide a general overview of the scope of Article 2 and the types of warranties offered by the UCC, and discuss the various defenses, remedies and damages available for each type of warranty. The discussion will  more...

Land Abandonment and Vacation Fundamentals BenefitsDisputes over real property happen all too frequently and many times the issues involve who has the right to a particular parcel or strip of land. In some situations, a government will reserve a road that never gets opened or falls out of use over time. In others, neighbors will agree on use of another's property for access but a problem arises or a use will be established without anyone  more...

Basics of Trust Administration BenefitsThis 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  more...

Forbearance Agreement Fundamentals BenefitsWith so many commercial loans in default (and many predicted to become defaulted in the coming months), borrowers and lenders are struggling to find negotiated solutions to defaulted and distressed loans. A negotiated solution may prevent an enforcement action with attendant costs, delays and uncertainties, and may help maximize the value of the collateral for all stakeholders. Forbearance  more...

New Developments in Greywater Irrigation Systems ...drafting and sheer population increase, pressure is on developers and builders to conserve water in new developments. The focus for such conservation is on the landscape, which currently uses about half of all urban water. This teleconference will teach you what greywater really is, all the environmental and financial benefits of reusing it, how to legally capture and irrigate with it, and how  more...

New Developments in Greywater Irrigation Systems ...drafting and sheer population increase, pressure is on developers and builders to conserve water in new developments. The focus for such conservation is on the landscape, which currently uses about half of all urban water. This teleconference will teach you what greywater really is, all the environmental and financial benefits of reusing it, how to legally capture and irrigate with it, and how  more...

Commercial Leases: A Discussion of Legal, Negotiating and Drafting Considerations BenefitsBy attending this teleconference, you will learn the types of expenses commercial tenants should expect to incur and how to appropriately attempt to limit such expenses. By limiting expenses, you'll go a long way toward protecting the tenants you represent against unforeseen leasing costs. Such expenses include the cost of improving the premises, operating cost pass-throughs, real estate  more...

Green Leases: Sustainable Alternatives to Traditional Agreements ...ng and green building lease. We'll primarily focus on the drafting and negotiation of language to address the fundamental green building lease issues such as the inconsistent incentives for landlords and tenants on operating expenses, the allocation of carbon credits and tax credits, and the responsibility for capital costs for the retrofitting of buildings. Such negotiations will challenge the  more...

Matrimonial Considerations in Estate and Trust Planning ...ets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be reviewed. The objective of this teleconference is to provide you with a practical and detailed understanding of how to address potential divorce and related concerns of your clients. Attorneys, presidents, vice presidents,  more...

Utilizing Spendthrift Trusts in Estate Plans BenefitsA spendthrift trust is an invaluable tool in protecting assets for the beneficiary. This teleconference will introduce you to the use and purpose of spendthrift trusts. Additionally, this program will provide specific guidance of drafting an effective spendthrift trust and highlight drafting pitfalls. Attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers,  more...

Estate and Financial Planning for Clients Living With Chronic Illness ...tuations modest changes to traditional planning tools and drafting conventions can provide tremendously improved protection and peace of mind for clients living with chronic illness. This teleconference will provide a sophisticated but practical overview of how each phase of planning and drafting for the entire advisory team is affected. Misconceptions and myths will be debunked. Concepts  more...

Fundamentals of Writing RFPs ...s engaging teleconference will provide proven methods for drafting RFPs that are clear, precise and produce desired results. Learn 10 writing tips that will guide you in creating an effective RFP. Learn how to format your RFP to lead vendors toward answering your organization's need in a format that makes it easy to objectively evaluate the proposed solutions. If you want good proposals from  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ...econference will help you understand the common errors in drafting policies that create problems and how to draft proper policies that help insulate you from liability. The teleconference will also explain best practices for investigating and documenting investigations of harassment complaints. Failure to have a proper harassment policy and to properly investigate harassment complaints remain  more...

Drafting Settlement Agreements in Personal Injury Cases: A Primer ...sPersonal injury cases can present unique challenges when drafting settlement agreements. Personal injury cases often involve multiple parties, special ethical considerations, the necessity of court approval and the participation of known (or unknown) nonparties who may hold liens or other claims on the impending settlement payment. It is important that the lawyer drafting a settlement  more...

Drafting Trusts in Estate Planning nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad  more...

Key Provisions of Two New EJCDC Contract Documents nThe EJCDC documents are widely used in the construction industry for design and construction of public and private infrastructure projects, including bridge, highway and other transportation projects, water and wastewater treatment facilities, utilities, processing facilities, pipelines, landfills, and other engineer-designed facilities. This teleconference will provide a focused discussion of  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ... 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. The second part will highlight various drafting  more...