Drafting Telephone Seminars - Training Resources

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...

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. And 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  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 teleconference also explains the ways in which a conservation easement can be challenged  more...

Avoiding the Pitfalls of GMP Contracting ...als with years of hands-on experience in the negotiation, drafting and administration of GMP contracts. Topics will include in-depth description and analysis of the five components of a GMP and why it is so important to fully understand how each is defined and the conditions that apply to the payment of each component; the four phases of work that are typical when working under a GMP format,  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...

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 teleconference 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 be  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...

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...

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...

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...

The UCC Article 9 Update ... are beginning to identify issues not contemplated by the drafting committee. The changes to the Article 9 filing system were significant and the prevalence of filing cases suggests that secured parties need to be reminded to do a better job. You also need to be aware of characterization issues and the potentially significant adverse impact if a deal that is documented in a manner that a court  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...

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...

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...

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...

Green Leases: Negotiating Renewals and Direct Leases Under Sustainability Mandates ...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...

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...

Commercial Leases: A Discussion of Legal, Negotiating and Drafting Considerations For Build-Out, Operating Expense, Tax and Othe nBy 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 taxes,  more...