Options Telephone Seminars

Domestic Asset Protection Trusts: Fundamentals and New Approaches BenefitsThis live audio conference will focus on the uses, benefits, requirements and differences among the various Domestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as  more...

Domestic Asset Protection Trusts: Fundamentals and New Approaches BenefitsThis live audio conference will focus on the uses, benefits, requirements and differences among the various Domestic Asset Protection Trusts ('DAPTs') permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of a DAPT as  more...

Collaborative Delivery Method Fundamentals ...laborative. A tool to help organizations understand which options are used by their own organization will be introduced. Building on this foundation of understanding of the available options, a closer look will be offered of the more integrated and collaborative approaches. Are some more collaborative? Are some more or less risky? The program will offer some guidance for you to consider when  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...

Special Needs Trusts: What, Why and How ...unately, 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 government has elevated its scrutiny of applicants for and recipients of these government benefits as budgets for government benefit programs tighten. The focus of this live audio  more...

Planning Your Holiday Party: Keys to a Celebration Without Litigation ...lp you understand the possible sources of trouble and see options for assisting the company to navigate the potential minefield of a holiday party. We will also explore the considerations any employer should examine when deciding whether to serve alcohol at its function, harassment and other behaviors to look out for, and strategies for addressing issues related to religious differences. Ideas  more...

Bikeway Design Principles, Planning, and Best Practices ...reased bicycle ridership and broadened the transportation options available in their community. However, significant barriers to bicycling keep many could-be riders off of their bikes. Additionally, limited transportation funding hinders the implementation of new bikeways. You will learn the purpose and process of bikeway planning, the basic design principles of conventional and alternative  more...

Client Nonpayment: Ethical Considerations in Collections and Termination BenefitsYou have worked many hours on your 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 audio conference is designed to provide you with practical and  more...

Upgrading to Microsoft Office 2010: What's New and Improved? ...ce users may be overwhelmed by the number of features and options available and never take full advantage of the potential it offers for managing email, PowerPoint , Access , SharePoint workspace and Excel . Join us to learn the new and improved features on November 17th! This audio conference will be displayed for attendees via GoToWebinar's interactive component, for which Lorman will  more...

Options Under Section 504 BenefitsPublic and private educational facilities receiving any federal monetary assistance (and, arguably, other forms of aid) are obligated to comply with Section 504 of the Rehabilitation Act of 1973. This comprehensive statute imposes a number of obligations on such recipients of federal aid regarding disabled students and employees. An educational facility's failure to comply with Section 504  more...

Owner Construction Risk: How a Controlled Insurance Program Can Protect Your Assets ...a review of the advantages and disadvantages of the three options of insuring those risks: traditional insurance, owner-controlled insurance or contractor-controlled insurance. Whether you have ongoing maintenance projects or you are planning to build a large project, this audio conference will equip you with an understanding of your options for managing those project risks. Learning  more...

Reactive Attachment Disorder ...er. Classroom interventions, home solutions and treatment options that have been honed by 35 years of experience will be shared during this exciting audio conference. The brain can heal when we provide the right healing environment. Learning Objectives - You will be able to review the latest information on attachment and bonding. - You will be able to discuss the current research on the  more...

Metal Building Design for Changed Occupancy or Loading ... changes may impact your structure and, when needed, what options are available for reinforcing metal building members. Learning Objectives - You will be able to discuss reinforcement roof members. - You will be able to review expansion methods. - You will be able to explain how to use and include reinforcing columns. - You will be able to define building design - loading and use/occupancy.  more...

Surety Bonds and Contract Provisions BenefitsWhile there are many general rules of suretyship, a performance bond is a tri-partite agreement among owner (oblige), contractor (principal) and surety (obligor). The surety acts as the guarantor of the contractor's performance. The rights, duties and obligations of the parties will be determined by the rules of contract interpretation. Key areas of potential dispute focus on the surety's  more...

Implementing An Indoor Air Quality/Construction Hygiene Plan BenefitsIn the past, organizations developed management plans to help reduce damage to building materials during construction. Following the appearance of mold and water intrusion as a significant threat to construction projects, construction hygiene plans began to emerge in the early 2000s. Today, sustainability plays a key role in most new construction and large-scale renovations projects. To  more...

Best Practices in Electronic Invoices and Electronic Payments BenefitsIt may seem impossible to escape the paper-heavy processes in your AP department and achieve the coveted paperless status, but pulling off this caper is not a feat reserved for only paper mavericks. Instead, we can show you there is a way to achieve a paper-free environment and realize your ROI. In this teleconference, e-invoicing architect Henry Ijams will discuss your options for a  more...

Contractor's Dilemma of Dealing With Bad Plans and Specs ...th public and private construction projects. Knowing what options are available and what you can or should do to mitigate damages, address the problem and pursue or protect the parties' rights will assist you when you inevitably encounter bad plans. Learning Objectives - You will be able to define the different roles between the owner, architect and contractor. - You will be able to review  more...

Administration of Pain Agents ...l learn about using balanced analgesia with pharmacologic options for treating pain. This provides optimal analgesia and level of function for their patients. Discussion will include the importance of choosing the appropriate pain agent for the type of pain at the right dose. Learning Objectives - You will be able to discuss different types of pain medications. - You will be able to explain  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...

Substance Abuse Among Today's Youth BenefitsSubstance abuse among today's youth is a continuing concern. Many parents and school officials report staggering statistics daily, related to the self-destructive behaviors of youth who use substances. What is the reason for this use? How would one recognize the use? This teleconference will help you understand the reasons for substance use among youth, how to recognize use and abuse,  more...

Land Banking, Off-Balance-Sheet Financing and Joint Ventures in Residential Development ...ill explore the accounting treatment of off-balance-sheet options and the risk of having a transaction recharacterized as a hidden mortgage. It will also explain the various terms, conditions and documentation generally found in such transactions. The teleconference will cover both the business considerations and legal issues involved with these complex transactions. Attorneys, presidents,  more...

Forbearance Agreement Fundamentals ...parties to a defaulted or distressed loan understand what options may be available to them under a forbearance agreement - an arrangement with the lender wherein the lender agrees to either a temporary or permanent forbearance from exercising remedies as a result of the default in exchange for certain agreements by the borrower. This teleconference will also explain different objectives that  more...

Forums for Resolving Construction Disputes ...ho represent them, need to be familiar with the different options that exist for resolving construction disputes. This teleconference will focus on certain key aspects of these various forums as they relate specifically to construction disputes. It will include a discussion of the most important considerations for choosing a dispute resolution forum, including the legal requirements and  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure ...not be able to restructure the loan, the lender faces the options of foreclosing on the property, taking a deed in lieu of foreclosure or exercising other remedies that may be available to it. But these steps pose additional concerns that the lender must address, including potential lender liability claims. In addition, the borrower may file for bankruptcy at any time. And as more and more  more...

Workout Strategies for Troubled Condominium Projects ...interests that each party brings to bear, and explore the options and outcomes available for the distressed condominium project in today's uncertain times. Attorneys, real estate developers, lenders, borrowers, mortgage companies, mezzanine lenders, financial institutions, loan servicers, investment banks, private equity companies and other investors, real estate professionals, condominium  more...

Qualified Retirement Plans Eligibility and Vesting Tips and Traps for the Unwary ...sions of your own plans and introduce you to a variety of options in order to make sure you know what you have and have what you want. In addition, although many provisions appear to be straightforward, the practical application of these functions can be complex. Human resource managers, benefits administrators, payroll managers, plan administrators, controllers, CFOs, finance directors,  more...

Insurance Claim Appeals BenefitsMany medical providers today are struggling at the number of claim denials and appeals that have to be performed to attempt to gain reimbursement from health care insurance providers, including Medicare and Medicaid. This teleconference will help you understand how first to establish when an appeal can be implemented, when to formally continue to disagree with their findings in writing  more...

Best Practices in Invoice Processing BenefitsCritical tools such as electronic invoicing, vendor inquiry and Optical Character Recognition are rapidly changing the accounts payable field. Join an accounts payable industry analyst to learn why your job depends on not only understanding these high-power tools, but becoming an expert in their use and application. This teleconference will cover the tangible benefits of streamlining your  more...

Asphalt vs. Concrete: Selection and Design Considerations BenefitsToday, asphalt and concrete receive equal consideration by engineers. Improvements in pavement technology have largely eliminated the ruts that once plagued asphalt and cracks that spoiled concrete. Choosing a material is a matter of economics that considers life span, maintenance requirements, and road closure time. Learn the pros and cons of choosing each material; design considerations  more...

Microsoft Outlook 2007 Tips and Tricks ...anager but many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in using Microsoft Outlook, showing users how to use Outlook and  more...

Dress Code Liabilities BenefitsIn this teleconference, you will learn how to deal with complicated and sensitive issues involving how employees dress, the number and type of jewelry worn by employees, and the number and type of tattoos visible on employees while at work. This teleconference will explore the pros and cons of different options in written policies and discuss different approaches in dealing with these  more...

Lawful Hiring BenefitsEmployers must navigate a minefield of complicated and, in some cases, conflicting laws that affect the hiring process Discrimination claims often arise out of the hiring process. The new U.S. Supreme Court decision in Ricci v. DeStefano, 557 U.S. ___ (2009) shows how an employer (the New Haven Fire Department in that case) can violate discrimination laws when taking steps to attempt to  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...

Commodity Risks: How to Identify and Implement a Corporate Hedging Program ...llow a framework to identify and evaluate risk management options, and gain concurrence on a course of action and follow through with implementation from the supply chain through sales contracts and into the boardroom. This teleconference is critical for firms with significant exposure to commodity prices that want to improve their strategy in managing commodity risks. Purchasing managers,  more...

Determining the Best Service Delivery Options for Public Works and Utility Projects: In-House or Contract? BenefitsIn this teleconference, you will learn principles and techniques for determining when a project or activity is best delivered by in-house staff, through a contract with a neighboring government or a private contractor, or a combined approach with some tasks performed in-house and others by a contractor. The teleconference will present a practical, nuts-and-bolts approach with examples to  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...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 lack of understanding of how to interpret financial documents and tax returns can lose your client a great deal of money and expose the attorney to a grievance process or even a malpractice suit.  more...

The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment ... claims process under federal procurements as well as the options available, including forum selection alternatives, when the claim process does not achieve the desired result. Failing to understand how, when and where to file claims is a common cause for losing money on federal contracts. This workshop is critical for companies to ensure maximizing their earnings on government contracts.  more...

Managing Benefit Options for Part-Time Employees ...e basis. This teleconference will explore the myriad of options and approaches available to employers while sharing typical solutions by industry. The presentation will include benchmark data, case studies and practical solutions to the administrative challenges of providing benefits to a variable workforce. An improperly structured approach can be more costly than the employer intended or  more...

A Comprehensive Approach to Building Excellent ADA Facilities within the Public Right-of-Way BenefitsMany state and local entities have found full compliance with the Americans with Disabilities Act within the public right-of-way to be a difficult goal to achieve. This teleconference will provide proven techniques that will increase the chances of fully completing the ADA facilities the first time without costly mistakes or retrofits. This practical approach coordinates the survey,  more...

Healthcare Self-Disclosure Update ...program will review these and other key questions: - What options do health care providers have for voluntary disclosure? - What factors should health care providers consider when determining whether a potential violation should be reported? - How have these been changed by health care reform legislation and the Fraud Enforcement and Recovery Act? - How does the position of CMS alter the  more...

Taxation and Accounting Methods of Executive and Employee Bonuses BenefitsBy now most employers know about the rules under Section 409A of the Internal Revenue Code governing deferred compensation. However, many employers are not aware of the broad coverage of Section 409A and the fact that some normal payroll practices, such as bonus payments, may be covered by the new rules or the accounting issues that are raised by these programs. This teleconference will  more...

Controlling Health Care Costs With Self-Funded Plan Options ...The speaker will cover different self-insured health plan options, for example, preferred provider, HMO, health savings accounts and health reimbursement arrangements. The importance of choosing a third-party administrator based on factors beyond just the per person administrative fee and types of savings achieved though a well thought out stop loss arrangement will be addressed. Human  more...

Commercial Tenant Defaults: Practical Issues and Legal Remedies nIn what some have described as the worst economic downturn since the Great Depression, landlords, property owners, and property management companies have found or will find themselves facing an increasing number of tenant defaults as well as incredible pressure to fill vacancies resulting from defaults and non-renewals of leases. Managing risk associated with tenants and efficiently handling  more...

Navigating the Troubled Construction Project: Recognizing, Analyzing and Handling the Risks nThe current economic downturn has given rise to a massive increase in the number of troubled construction projects. Whether trouble arises from the withdraw or lack of funding or a failure in performance of the contractors, subcontractors and suppliers to perform, the reality is that each project represents unique challenges that must be met head on. This teleconference presents the issues  more...

Establishing Payment Arrangements: Beyond Net 30 nMore than 10,000 businesses have slow or nonpaying customers. How can you collect that money efficiently and quickly and keep that money coming in? The credit crisis, high fuel costs, job losses, bankruptcies, foreclosures and the failing economy are all contributing to factories closing, job loss and business owners going out of business because they can't get paid. Maximize your in-house  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities nNonprofit organizations face many of the same issues regarding use of retirement benefits to attract and retain employees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for  more...

Estate Planning for Vacation Homes ...s unique legacy. This teleconference will review the many options available to vacation homeowners to plan for such important transfers. You'll learn about the mechanics of such strategies, as well as the potential pitfalls. Since every family dynamic is different, there can be no single strategy that will work for every family. Our experienced faculty has worked closely with many families to  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns ...hose who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited account. This teleconference can help you spot and  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast nHardly a business day goes by in the construction industry when the parties involved in the construction contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by  more...