Family Telephone Seminars - Training Resources

Powers of Attorney: Medical Records Release Concerns ...tient information pertaining to a deceased individual? Do family members have the right to authorize the release of records to third parties? This teleconference will educate you on how to identify a valid power of attorney to determine whether information should be disclosed. Additional discussions will be held on other issues surrounding access to patient health information such as health  more...

Family Limited Partnerships in Estate Planning ...family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of these entities. This teleconference will help you learn to identify when the use of this entity for a particular client situation is  more...

Juvenile-Onset Bipolar Disorder: Discussion, Diagnosis and Treatment Considerations ... psychiatrist and how to be an advocate for the child and family if the child is not receiving the most up-to-date treatment will also be discussed. What is the role of testing and what type of testing is most helpful for these patients and the family and schools? The benefit for participating in this interactive teleconference is a heightened awareness of this diagnostic category and new  more...

Private Foundation Requirements and Restrictions ...e private foundations offer significant opportunities for family and corporate philanthropists, there are special federal tax rules that apply. Failure to fully understand these rules can subject the foundations and those involved with them to substantial excise taxes. This teleconference will review all of the rules associated with the establishment and operation of a private foundation,  more...

The Interstate Land Sales Full Disclosure Act: Application to Condominiums and Single Family Homes ...o keep your hard-earned condominium unit sales and single-family home sales from slipping away. Many condominium developers and home builders who are subject to the federal Interstate Land Sales Full Disclosure Act do not understand how to comply, or perhaps worse, they think they're in compliance when they're not. These developers do not understand either how to draft unit purchase agreements  more...

Multifamily Project Finance and Development ...family, the multifamily credit markets continue to be in turmoil, and raising necessary debt and equity for acquisition, refinancing and development continues to be a challenge, even for well-capitalized owner/developers with good track records and performing or well conceived new projects. The looming 'refinance crisis' for multifamily projects financed with CMBS and with soon-to-expire  more...

Employment Law Compliance: Disciplining or Terminating a Workers' Comp Claimant BenefitsWhether due to legitimate injury or goldbricking, there is no debating that employee absences cost employers in lost productivity, missed deadlines, supervisor stress and tension among co-workers who are required to pick up the slack. Often an employer's plan to discipline or discharge is put on hold when the employee goes out on leave. How can employers deal with these situations? This  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...

Patients' Rights Update ...are provider manage expectations, of both the patient and family or friends, when a patient refuses care or reaches the end of his or her life? This teleconference will address the current state of patients' rights and provide guidance into managing these situations. n nLorman Business Center, Inc. dba Lorman Education Services is an approved provider of continuing nursing education by the  more...

Tax and Practical Aspects of Business Succession Planning ...family businesses are often as important to the owners of that business as are their own children. With business failures increasing in today's economic environment, the importance of a well planned, dynamic and long-term succession plan is vital to the continuation of the family business as it is passes from generation to generation. Tax considerations are one part of that plan, but should not  more...

Key Components of an Effective Mentor Program ...l as improvements in self esteem, social skills, peer and family relationships, academic performance and school attendance. n nThis teleconference will provide you with all the necessary tools to establish or expand a quality mentoring program. It will examine the benefits for beginning an initiative and the step-by-step process to implement a program, whether school- or community-based, that  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp ...ol to protect employers from liability under the ADA, the Family and Medical Leave Act of 1994, and state workers' compensation statutes. But the legal landscape for managing employee health issues has had many changes in recent months. Amendments to the ADA took effect January 1, 2009. The Genetic Information Nondiscrimination Act also takes effect in 2009. Employers are subject to new  more...

Estate Planning for Vacation Homes ...family vacation home have become important traditions for many families. Providing a place where family members can relax, reconnect and escape the busy pace of life is increasingly significant to many families. Parents want to perpetuate these cherished memories and experiences throughout the generations. To do so requires careful, thoughtful planning by both the parents who own the property  more...

Protecting Yourself From Client Violence ...ce 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 teleconference will  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...spective families of contract forms. The long established family of documents published by the American Institute of Architects has been substantially revised. The new family on the block, the ConsensusDOCS, represents an effort by a broad industry coalition of construction industry interests (owner, contractor, subcontractor, and insurance and surety interests) to develop by a consensus  more...

Current Issues in Revocable Living Trusts ...ust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and without requiring the opening of a guardianship proceeding. A revocable living trust  more...