California CLE Bundle
Bundle A: Our Most Popular Online Bundle
Our Most Popular Online Bundle will fulfill all 25 MCLE credits, including 4 mandatory hours of Legal Ethics, 2 hours of Competence Issues, 1 hour of Elimination of Bias, 1 hour of Implicit Bias, 1 hour of Technology and 1 hour of Civility. Our Most Popular Online Bundle features a wide selection of courses from multiple subject areas - from IP to estate planning. Each California CLE course is available for either self-study or participatory credit. You may choose from the following media formats to complete your CLE: streaming video, audio download and video download.
Course List click each course for details
- 10 Inventions That Changed the World
- 3D Forensic Imaging: Using Lidar and Photogrammetry in Your Legal Cases
- Attorney Licensure and the Impaired Professional
- Be A Law Firm, Not A Laundromat: Anti-Money Laundering Basics for Attorneys
- Estate Planning for Pets
- Ethics of Contract Review
- Free Speech on Campus
- Help for the Helper: Trauma, Compassion Fatigue and the Lawyer Who Cares
- How Unconscious Bias Creates Risks for Law Firms
- Legal Issues for Influencer Marketing
- Leveraging Legal Data and Analytics to Win in State Trial Court
- Little Known Secrets About Altered Documents in Legal Cases
- Nutraceuticals: Dietary Supplements for Attorneys
- Overcoming Gender Bias in the Legal Profession
- Professionalism Lessons From Big Screen Lawyers
- Ransomware Attacks on the Legal Profession
- Selecting a Trustee: Ethics, Responsibility and Completion
- Spreading Like Wildfire: Battery Failure Investigations
- Succession Planning for Law Firms: Ethically Dealing with Death or Incapacity
- The Ethics of Referral Fees
- The Fundamentals of Franchise Law
- click to see all courses
10 Inventions That Changed the World
The patent system was one of the earliest instruments of economic development established by the young United States. These patent protections put in place by the Founding Fathers fostered the inventive American spirit and led to inventions that have truly changed the world.
From vulcanized rubber to the iPhone, Eric Hanscom and Dave Branfman provide an insightful glimpse into 10 patents that shaped the world we live in today. The 10 inventions discussed: frequency hopping, vulcanized rubber, the quad copter, the elevator, GPS, the self-serving store, solar energy, the iPhone, virtual reality and the self-driving car. Eric and Dave will use these inventions and patents to teach numerous practical lessons including the importance of claims, inventorship, multiple inventors, assignment, patent applications, design vs. utility patents, Apple Inc. v. Samsung Electronics Co., additional IP protection, copyright & trademark protection and patent illustrations.
Patent attorney Eric Hanscom is actively involved in overseeing IP litigation, contract negotiation and customs issues around the globe. David Branfman's IP practice focuses on entertainment law, including trademarks, copyrights, trade secrets, licensing, motion pictures & TV and music.
Practice Areas: Business Law, Intellectual Property
State Accreditations: California (CA)
Course Expiration: 09/30/2027
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.25 credit hours
3D Forensic Imaging: Using Lidar and Photogrammetry in Your Legal Cases
There is a large remote fire loss in Alaska that takes 1-2 days of travel once you're off the plane. Just as you arrive with your team, you get a text message that one of the parties will not be able to attend and wants to reschedule. What do you do?
This is where 3D scanning such as LiDAR and photogrammetry could save weeks of time and $1,000's for all parties involved. This is an actual case example pulled from the files of Andrew Bennet, a fire & explosion investigator. In this CLE, Andrew Bennet will show you how 3D scanning can be deployed in your cases, detail the difference between LiDAR & photogrammetry, present 2 case examples & 2 actual 3D models, address the limitations and illustrate how 3D scanning can be used in litigation to virtually walk juries through crime scenes, accident reconstructions and fire investigations. Additional topics: scene documentation, virtual inspections, spoliation, crime scene work, "stitching," joint scene exams vs. solitary exams, discovery & alteration, admissibility and receiving the 3D model.
Andrew Bennett is Fire & Explosion investigator at Envista Forensics. He has more than 20 years of experience, conducting over 1600 fire and explosion investigations globally in both the public and private sectors.
Specialty Areas: Technology
Practice Areas: Criminal Law, Litigation, Personal Injury, Real Property, Technology
State Accreditations: California (CA)
Course Expiration: 03/27/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Technology
Attorney Licensure and the Impaired Professional
From darkness and the depths of despair – to recovery and redemption. Unfortunately, Laurie's struggles with drugs, alcohol and substances are not unique. What is unique is her phoenix-like rise from impairment to the Executive Director of Lawyers Concerned for Lawyers.
Laurie shares her personal story, and accompanied by Tracy Kepler, she will detail how impaired attorneys risk destroying their careers and lives. Laurie and Tracy will discuss recent studies & statistics, detail the resources provided by state LAPs, instruct attorneys on how to recognize signs of impairment, identify the possible disciplinary implications of an impaired attorneys' conduct and show you what law firms & attorneys can do about the problem. Additional topics: Lawyer Assistance Programs (LAPs), the Prevalence of Substance Use Among American Attorneys, Bloomberg Law's Attorney Workload & Hours study, the "Stress, Drink, Leave" study, tips for helping, Model Rule 5.1, Model Rule 1.1, Model Rule 1.16(a)(2), ABA & State Ethics Opinions, programs & policies, assessments, mentoring, counseling, well-being training and making YOURSELF a priority.
Laurie Besden is the Executive Director of Lawyers Concerned for Lawyers of Pennsylvania, Inc. (LCL). Tracy L. Kepler is a Risk Control Director for CNA's Lawyers Insurance Program.
Specialty Areas: Competence Issues
Practice Areas: Competence Issues
State Accreditations: California (CA)
Course Expiration: 02/08/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Competence Issues
Be A Law Firm, Not A Laundromat: Anti-Money Laundering Basics for Attorneys
You get a call from an old friend that needs help. His brother-in-law works for the government in Thailand and he wants your help to wire transfer $6.5 million out of the country, set up a series of LLCs and then buy luxury condos. Good idea to represent this client?
The drug trade and globalization has led to more dirty money flowing into the U.S. and lawyers unwittingly taking part in money laundering. Timothy Dunfey will teach you the risks & red flags of money laundering and how to protect yourself, your clients and your law firm from being used as a laundromat. In this CLE he will: discuss the lawyer's role as gatekeepers, explore relevant federal regulation, show you how to measure geographic risk and detail the guidance to attorneys from the ABA. Additional topics: protecting your trust accounts, placement, layering, integration, the 1MDB case, Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR's), the USA Patriot Act, the Anti-Money Laundering Act of 2020, the Office of Foreign Asset Control (OFAC), Geographic Targeting Orders (GTO), real estate, title companies, knowing your client, Beneficial Ownership, Client Due Diligence and the danger of cash businesses.
Timothy Dunfey, Esq., CFE, CAMS, is a consulting expert who has 16 years of experience in financial services operations and compliance. Mr. Dunfey is a highly seasoned professional experienced in all facets of AML and OFAC processes, regulatory communications, investigations, and risk management.
Practice Areas: Business Law, Law Practice Management, Real Property
State Accreditations: California (CA)
Course Expiration: 02/27/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Estate Planning for Pets
When people sit down to discuss their estate plan with their attorney, they often neglect to account for some of the most important members of the household - their furry friends.
Yes, Pet Law is a thing and planning for your pet's future is also a thing. In this CLE the dynamic duo of Cheryl Nolan and Dan Weiner will tell you all about estate planning issues for your client's pets. The main topics presented: pet law fundamentals, estate planning foundations, animal law & pet owner pitfalls, unique alternatives for lawyers and considerations for pet owners. Cheryl and Dan also discuss: pet law trends, custody, possession and rights of title, issues with pet caregivers, communicating with vets who have the right to access records, what happens to assets upon death, avoiding probate, the Lifetime Asset Protection Trust, disability planning, funding the pet trust, the MAAP Plan and accounting for the 10 D's (death, divorce, deployment, etc.).
Cheryl Nolan decided on a career in law to help others and be of service. After 23 years promoting the interests of the disadvantaged and equal access to justice, Cheryl now runs an animal-centered law practice. Daniel Weiner is a US and UK licensed attorney, based in San Diego, who provides trust administration and estate planning services to families and individuals across California.
Practice Areas: Trusts and Estates
State Accreditations: California (CA)
Course Expiration: 04/05/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Ethics of Contract Review
Your long-time business client emails you and wants you to review some documents & contracts for his new business selling cryptocurrency to teenagers - and he also wants you to be the new CEO and general counsel. Good idea??
R. Shawn McBride works with business owners all over the country and he knows that things can get a little dicey with your business clients. From fake real estate transactions to drafting executive compensation packages, there are many intersections between reviewing contracts for client’s and the ethical standards of the legal profession. Shawn will present numerous common everyday scenarios where attorneys run into ethical dilemmas by discussing: Rule 1.2 - Scope of Representation, Rule 1.7-1.10 - Conflicts of Interest & Business Transactions with Clients, Rule 1.18 - Duties to Prospective Clients, Rule 1.13 - Organization as Client, Rule 2.4 - Lawyer as 3rd Party Neutral, Rule 4.3 - Unrepresented Persons, Rule 5.1 - Supervisors & Subordinates, Rule 7.3 - Info About Legal Services, Rule 1.5 - Fees, Rule 1.15 - Safekeeping Property, Rule 1.3 - Diligence, Rule 8.3 - Reporting Professional Misconduct and Rule 2.1 - Advisor.
Based in Dallas, R. Shawn McBride works with business owners all over the country. He frequently speaks on business and legal topics and he is currently licensed to practice law in 13 states and the District of Columbia.
Specialty Areas: Legal Ethics
Practice Areas: Business Law, Ethics
State Accreditations: California (CA)
Course Expiration: 08/12/2027
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Free Speech on Campus
The Founding Fathers thought so highly of robust public discussion, they added the freedom of speech to the 1st Amendment to the Constitution - right after the freedom of religion. Unfortunately, many colleges do not place this same value on the right to free speech.
One junior college student was barred from passing out pocket Constitutions - on Constitution Day. Emory University told students they can’t hang Christmas decorations. And Syracuse University charged a student orientation leader with hazing & suspended her – because she helped organize an optional campus scavenger hunt. There are countless tales of colleges impermissibly chilling speech on campus and punishing students for legally exercising their free speech rights. In this CLE, Zach Greenberg will mainly cover: hate speech vs. free speech, the more speech approach, college standards & regulations, speech codes and free speech zones. Additional topics: public vs. private colleges, harassment policies, the "true threat" standard, thought reform at the University of Delaware and dealing with hateful speech. Zach will also discuss numerous case examples where colleges overstepped their bounds and trampled on student's First Amendment rights.
A native New Yorker, Zach graduated from Binghamton University in 2013 and Syracuse Law in 2016. Zach developed an appreciation for free speech while leading the College Libertarians and the Federalist Society.
Practice Areas: Education Law
State Accreditations: California (CA)
Course Expiration: 08/23/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Help for the Helper: Trauma, Compassion Fatigue and the Lawyer Who Cares
Quick question. Why did you become an attorney? Many of us chose the legal profession as a noble calling to help people. But what happens when you have to deal with other people's problems - 90 hours a week, 51 weeks a year??
Trauma, burnout and compassion fatigue are all too often part of our daily legal practice. In this CLE, Brian Quinn will explore the connection between compassion fatigue that attorneys experience and medial & legal studies that have discovered a dramatic increase in attorney impairment due to alcoholism, addiction, and mental health disorders. Main subjects covered: LAP (Lawyer Assistance Program) Services, Burnout & Secondary Trauma, Compassion Fatigue, Why Lawyers are at Risk and Strategies That Work. Model Rule 1.6 ethical disclosure exception, being a problem collector, physical signs of burnout, the culture of the legal profession, disconnection & distraction, loneliness, lawyers as perfectionists, Secondary Traumatic Stress (STS), trauma, countertransference, compassion satisfaction, compassion fatigue, from zealot to zombie, how your work suffers, movement is medicine, gratitude journals and using meditation apps.
Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for LLC of Pennsylvania, a Lawyers Assistance Program established for the purpose of helping lawyers, judges and law students.
Specialty Areas: Competence Issues
Practice Areas: Competence Issues
State Accreditations: California (CA)
Course Expiration: 06/15/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Competence Issues
How Unconscious Bias Creates Risks for Law Firms
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." - Mark Twain
Implicit bias is a hard-wired cognitive shortcut that is the brain's way of simplifying a very complex world. This mental crutch helps us make snap judgements to quickly assess potential dangers in our environment. But this same unconscious bias can lead to bad decisions that violate an attorneys' ethical duties of Competence, Communication & Diligence. It can also lead to bad press for law firms, malpractice lawsuits and possibly disbarment. In this CLE, Danny Howell will mainly cover the ABA & state response to combatting implicit bias, the types of unconscious bias that create ethical risks for attorneys, ABA Ethics Opinion 500, bias against persons with disabilities and the fact that a 1 hour implicit bias CLE is not enough. Further topics of discussion: confirmation bias, cultural bias, affinity bias, sunk cost bias, accent bias, the EEOC & mental health conditions, faulty assumptions, the circle of trust, mentoring, expanding your circle and following the leaders. Ethical Rules discussed: Rule 1.1, Rule 3.1, Rule 5.1 & Rule 8.4(d).
Danny Howell has been representing attorneys in professional liability suits, bar investigations and complaints and disbarment actions before the federal courts and the United States Patent & Trademark Office, for over 25 years.
Specialty Areas: Implicit Bias
Practice Areas: Implicit Bias
State Accreditations: California (CA)
Course Expiration: 11/28/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Implicit Bias
Legal Issues for Influencer Marketing
Ask almost any kid what they're going to do when they grow up. YouTuber and Influencer will be two of the top answers.
Yes, Logan Paul might make your stomach sick. But he leveraged his social media influence to sell his energy drink Prime to Coca-Cola for $10 Billion - after only 9 months in existence. Influencers wield increasingly more power in the marketplace & advertising in our new Tik Tok, Instagram and Threads world. Rob Laplaca will introduce you to the world of social media influencers and the legal issues for companies that utilize them to sell their products and represent their brands. Main topics: Characteristics + Regulations, Endorsements + Mandatory Disclosures, Penalties, Recent Enforcement Actions and Influencer Contract Provisions. Additional points of discussion: fake followers & posts, the FTC Act, FTC Guidelines, reviews & testimony, tags, pins, likes, "material connection," seen & understood, civil liability and typical FTC Orders. Enforcement actions discussed: Roomster, Amazon, Fashion Nova, Teami, Lord & Taylor, Kim Kardashian and Tom Brady & FTX Crypto.
Rob represents promotional marketing agencies and major brands, including food and beverage, retail, entertainment and personal care in a variety of nationwide marketing activities from traditional promotions and offers to social media, in-app and other on-line programs.
Practice Areas: Business Law, Intellectual Property
State Accreditations: California (CA)
Course Expiration: 07/07/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.25 credit hours
Leveraging Legal Data and Analytics to Win in State Trial Court
Moneyball. A book written about the Oakland A's because their organization was the first to utilize research and analytics in baseball to achieve tremendous success on a limited budget. "Moneyball" has since crossed over into numerous industries = and now it’s available for trial lawyers.
How often does opposing counsel take cases to trial? What is your judge's summary judgement record? How can analytics help you write more persuasive motions? How can legal information make you a better lawyer? Attorney Nicole Clark will show you how legal research, data & analytics can help you win your cases in state trial court. Main topics: Judge Analytics & Ruling History, Case Valuation & Verdict Data, Strategic State Trial Court Research & Alerts and Law Firm Intelligence. Additional subjects: potential risks of re-assignment, litigation & motion strategy, discussing case strategy with your client & setting expectations, the 4 Buckets of Data (1) Rulings (2) Dockets (3) Documents (4) Verdicts, rulings as outlines for motions, searching filed documents via legal issue, motion type & outcome, expert testimony, jury instructions, motions to disqualify and good faith settlements.
Nicole A. Clark is an attorney and the co-founder and CEO of Trellis. She previously worked as a litigator, where she quickly realized that leveraging legal research, data and analytics could transform the practice of law.
Specialty Areas: Technology
Practice Areas: Business Law, Family Law, Intellectual Property, Litigation, Personal Injury, Trusts and Estates
State Accreditations: California (CA)
Course Expiration: 09/22/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Technology
Little Known Secrets About Altered Documents in Legal Cases
Nowadays "documents" means much more than it did 30 years ago when all your valuable "papers" were behind lock & key in your trusty file cabinet. Emails, PDFs, word docs, JPGs & more have now expanded the world of documents - as well as forgeries, fakes and cut & paste signatures.
How do you know if a PDF is legit? How can you tell if the signature on a holographic will has been "lift cropped"? Dr. Edmond Locard said that "any action ...constituting a crime, cannot occur without leaving a trace." Mike Wakshull will show you how he finds these traces & clues using the tools & techniques of his Forensic Document Examination practice. Case examples discussed: is a JPEG embedded in PDF part of the original document, Divorce Case - Zoom stock split email, altered deed filed with the county recorder, alteration of a mortgage document, PDF authenticity, faked signature on a holographic will, intersection of ink & toner and intersecting lines. Further topics: "Repeatability, Reproducibility & Replicability," Photoshop tools, using camera metadata, GPS data, the Video Spectral Comparator (VSC), the digital microscope, using blue light & filters and ESDA Imaging.
Michael N. Wakshull is a court-qualified civil & criminal forensic document examiner and has been qualified as an expert witness in California Superior Courts and Federal District Court. His clients are in 27 states and five countries and partners with legal clients to dissect evidence presented in handwritten and computer-generated questioned documents.
Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Real Property, Trusts and Estates
State Accreditations: California (CA)
Course Expiration: 07/11/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Nutraceuticals: Dietary Supplements for Attorneys
If it's natural... it"s safe. Dietary supplements don't interact with other drugs. And the labels for dietary supplements will accurately list all ingredients. True or False??
Yes, the myths abound when it comes to Nutraceuticals, also known as dietary supplements. Taught by Toxicologist Dr. Allison Muller, this CLE provides insight into dietary supplements & legal claims based on actual legal cases straight from her case files. Dr. Muller will mainly: describe the role of the FDA in regulating dietary supplements, compare & contrast adulterants vs. contaminants, list 2 dietary supplement-drug interactions, identify 1 dietary supplement that can cause impairment and explain how dietary supplements can give a positive drug screen result. Dr. Muller will also discuss: non-drugs, homeopathic treatments, pharmacokinetics, pharmacodynamics, the Dietary Supplement Health and Education Act of 1994 (DSHEA), product liability, false advertising (mislabeling), workplace impairment, existing medical conditions and Cannabidiols (CBD).
Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology, and registered pharmacist with over 20 years' experience in the field of clinical toxicology.
Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury
State Accreditations: California (CA)
Course Expiration: 02/22/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Overcoming Gender Bias in the Legal Profession
The bad news - most gender diversity initiatives and programs have accomplished very little change and the legal profession remains significantly male dominated, especially amongst managing and equity partners.
The good news - Andie and Al are here to show you what can be done to create a more successful and profitable law firm. Andi and Al will mainly address the gender achievement gap, how diversity & inclusion benefits firms, why greater gender diversity & inclusion has not been achieved and what legal organizations can do to reduce gender bias. Further topics covered in this CLE course: what the ABA has done to address gender bias, the moral & business rationale for diversity & inclusion, affinity & unconscious bias, ABA Model Rule 8.4(G), ABA Resolutions 10A, 108D, 300 & 302, masculine & feminine stereotypes, Chuck Norris, intersectionality, consequences of bias, unconscious bias, what allies can do and the bias assessment.
Andrea S. Kramer is an attorney and a partner in the international law firm of McDermott Will & Emery, LLP. The managing partner in the Chicago office of Nixon Peabody, Al is a frequent writer and lecturer on the financial markets, financial regulation, corporate governance and diversity in the legal profession.
Specialty Areas: Elimination of Bias
Practice Areas: Elimination of Bias
State Accreditations: California (CA)
Course Expiration: 06/22/2027
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Elimination of Bias
Professionalism Lessons From Big Screen Lawyers
For better - or worse - many people's perceptions of attorneys are based on Elle Woods, Atticus and everybody's favorite cousin, Vinny. From Philadelphia to The Firm, the movies we watch dominate the public's perceptions of what real attorneys do.
But is there something these fictional characters can teach us about professionalism and achieving higher standards of conduct in our everyday conduct? Ron E. Daniels will highlight professional - and unprofessional - conduct displayed by some of our favorite big screen movie characters to teach us how we can practice with greater professionalism. Ron will use the Georgia Lawyer's Creed to show how you can enhance your service to your clients, opposing parties & their counsel, the courts, colleagues in the practice of law, the profession, the public & our systems of justice. Movies & characters discussed include: Joe Miller in Philadelphia, Fletcher Reede in Liar Liar, Gordon Bombay in The Mighty Ducks, Elle Woods in Legally Blonde, Atticus Finch in To Kill a Mockingbird, Mitch McDeere in The Firm, Rudy Baylor in The Rainmaker and Vincent Gambino in My Cousin Vinny.
Ron E. Daniels is a trial attorney that represents clients in consumer protection cases. He fiercely and proudly represent Georgians in cases involving credit card, student loan and medical debt.
Specialty Areas: Civility
Practice Areas: Civility, Ethics, Professionalism
State Accreditations: California (CA)
Course Expiration: 12/16/2027
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Civility
Ransomware Attacks on the Legal Profession
Cyber attacks cost companies $1 Billion+ last year. More bad news – cybercriminals have begun targeting law firms and their sensitive client data & files for ransomware attacks. What would you do if you were attacked and locked out of your client files?
Attorneys and legal professionals must be proactive – not reactive. We now have an ethical responsibility to be competent with technology which includes safeguarding confidential & protected information like PII. Rachel V. Rose will let you inside the cybercriminal’s mind to help prevent ransomware attacks at your law firm by discussing: Federal Laws, terms, enforcement actions, insurance trends and cyber risk management. Additional topics: the psychology & motivation of the cybercriminal, Routine Activity Theory (RAT), Social Learning Theory (SLT), the Bryan Cave & DLA Piper ransomware attacks, proactive prevention, social engineering, shoulder surfing, dumpster diving, mail-outs, forensic analysis, tailgating, phishing, OFA, NIST, FIPS, Meta Pixel, HIPPA, the HITECH Act & HR 7898, Texas Biometric Privacy Rights vs. Meta, the DOJ & criminal penalties, lack of compliance, “poaching data,†remote workers, government enforcement, network security & privacy liability.
Rachel V. Rose, JD, MBA is a disciplined, empathetic, and tenacious attorney advocating for and winning desired legal outcomes for national and international clients. Ms. Rose's practice includes compliance, transactional, and litigation matters primarily related to healthcare, cybersecurity, securities, the False Claims Act, and Dodd-Frank.
Specialty Areas: Technology
Practice Areas: Business Law, Law Practice Management, Technology
State Accreditations: California (CA)
Course Expiration: 08/28/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.25 credit hours | 1.25 Technology
Selecting a Trustee: Ethics, Responsibility and Completion
An estate plan is a set of written, dated and signed documents based on the Probate Code of your state. Every one of us should have an estate plan and establishing a trust is an essential part of planning for your clients.
In this CLE, Marguerite Lorenz will cover some key ethical issues around selecting a trustee, the duties of a Fiduciary and what completion of the trust looks like. Specific topics covered: wills, Power of Attorney for Finance, advance directives (AHCD), the trustor, planning for incapacity & death, the job of the fiduciary, administration, the business of your life, setting up successors for success, digital assets & accounts, model succession plan, who can serve as your fiduciary and how the trustee knows the work is done. Think of this presentation two ways - what you need to know for you and your own family in terms of estate planning (even if you already have an estate plan), and what you need to know to teach your clients how to select the right person(s) for the job of implementing their unique Estate Plan.
Since 2003, Ms. Lorenz has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters.
Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professionalism, Trusts and Estates
State Accreditations: California (CA)
Course Expiration: 12/08/2027
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Spreading Like Wildfire: Battery Failure Investigations
This presentation will provide legal professionals with an overview of the investigation process following a battery failure or a failure of a battery-powered device. The presenter will introduce attendees to the operation, construction and historical development of a battery. The different types of batteries will be discussed as well as the failures that can occur. Scientific investigation techniques for a variety of battery-powered devices will be included, and case studies will be utilized to illustrate expert strategies for effective investigations and best practices for litigation management. Mr. Brad Davis is a Professional Engineer with over 20 years of experience providing expert consultation to the insurance and legal communities in matters of equipment losses, equipment valuation, damage assessment, and causation analysis.
Practice Areas: Business Law, Criminal Law, Litigation, Personal Injury, Real Property
State Accreditations: California (CA)
Course Expiration: 03/13/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Succession Planning for Law Firms: Ethically Dealing with Death or Incapacity
As a solo and small firm attorney, you have a LOT on your plate. Unfortunately, due to our busy schedules and client demands, many attorneys simply fail to think about succession planning in the case of death or incapacity.
This CLE program taught by Ritzel Starleigh Ngo will provide legal practitioners with a practical framework of an attorney's ethical obligations to the law firm and clients in the case of the unforeseen. Using the ABA Model Rules as the foundation for the course, Ritzel speaker will discuss pertinent topics such as determining incapacity, primary components of an ethical law firm succession plan, rules regarding selling or shutting down a law practice, attorney-client privilege & confidentiality, fiduciary duties owed to clients, conflicts of interest, and dealing with client trust accounts. Ritzel will conclude with hypotheticals meant to instruct attorneys how to satisfy their ethical duties when confronted with common situations involving capacity.
A solo practitioner, Ritzel Starleigh Ngo is based in Camarillo, California. She is highly experienced in contentious dissolutions, parentage matters, child custody & visitation and spousal & child support.
Specialty Areas: Legal Ethics
Practice Areas: Ethics
State Accreditations: California (CA)
Course Expiration: 08/19/2027
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
The Ethics of Referral Fees
Curt Brown surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, "reasonable fees," ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services. Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture's General Counsel. In 2023, he was named a Rising Star by Super Lawyers.
Specialty Areas: Legal Ethics
Practice Areas: Ethics
State Accreditations: California (CA)
Course Expiration: 05/31/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
The Fundamentals of Franchise Law
7-Eleven, Chick-‘Fil-‘A, The UPS Store, ACE Hardware... walk down any street in America and you will walk past numerous franchises. Truly an American invention, it was Benjamin Franklin that created the first "franchise" in 1731.
Chris Howard specializes in this growing area of law and he represents both franchisors and franchisees all across the country. He counsels his clients with practical information to help avoid some of the common pitfalls that can trip up franchisees. Chris will mainly discuss: Terminology & Key Documents, the Regulatory Framework, Key Items in the Franchise Disclosure Document (FDD) and How to Review a Franchise Agreement. Additional topics: FTC Franchise Rule (16 CFR pt. 436), the 14 Day Rule, state franchise laws, "material change," Going Dark, Item 3 - Litigation, Item 12 - Territory Restrictions, Item 19 – Financial Performance Representations, Item 20 -openings, closings & transfers of franchise locations, Step 1 - Questions for the Client, Step 2 -“ What type of FA is it?, Step 3 - Review Material Terms, Step 4 - Territory Rights, Step 5 - Obligations, Step 6 - Default, Termination, Breach Provisions, Joint-Employer, Trademarks, Territorial Encroachment Arbitration and Inadvertent Franchise.
Chris specializes in franchise and corporate law, representing both franchisors and franchisees all across the country. He has drafted franchise documents and contracts for many large franchisors, franchisees, and entrepreneurs.
Practice Areas: Business Law
State Accreditations: California (CA)
Course Expiration: 06/30/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.25 credit hours
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Quick, convenient, economical - get your California CLE done today with Affordable CLE! AffordableCLE.com has the California CLE course, bundle, compliance package or unlimited CLE credit package that you need to complete your 25 credit hour California CLE requirement. You can download or stream your California CLE courses to most computers, tablets and smartphones. Complete your California CLE at your office, in the car or from the comfort of your own living room. Because AffordableCLE.com is always open, you can study your California CLE courses when it's convenient for you - at any time of the day or night.
Of the 25 required CLE credit hours, California attorneys must complete at least 4 hours of Legal Ethics, 1 hour of Elimination of Bias, 1 hour of Implicit Bias, 2 hour sof Competence Issues, 1 hour of Technology and 1 hour of Civility. California attorneys must complete the 25 required California CLE credit hours every 3 years and at least 12.5 units must qualify for participatory California CLE credit. The three California CLE compliance groups are based on last name (A-G, H-M, N-Z). The last day to complete California CLE credits is January 31 and the reporting deadline is February 1. AffordableCLE reports your completed courses to the State Bar of California for you. The State Bar of California does not allow CLE credit to be carried over from one CLE compliance period to the next.
All of the California CLE courses offered by Affordable CLE have been pre-approved for California CLE credit. California attorneys may complete all 25 required California CLE units through online CLE courses to meet the mandatory California CLE requirement. All online California CLE courses can be completed for self-study or participatory CLE credit. Affordable CLE's online California CLE courses are available 24 hours a day, 7 days a week, 365 days a year in the following media formats: streaming audio & video, MP3 and Video Download. California CLE Certificates are available instantly online upon course completion.
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