This course will examine areas of being a lawyer that are enhanced and grown when a lawyer is sober and working a recovery program. It provides an overview of the 12-Step recovery program, as well as several other non-12-Step programs. It will explain tangible benefits of being in recovery and provide suggestions for how to integrate professional and recovery life successfully.
The Corporate Transparency Act (CTA) is going to dramatically change the way that founders and investors in privately-held companies interact with each other. The CTA, once implemented, will require roughly 25 million U.S. companies to file a beneficial ownership report with FinCEN, the Financial Crimes Enforcement Network of the U.S. Treasury. Understanding how the CTA will change the interactions between founders and investors will allow attorneys to modify the contractual relations between those parties in anticipation of the CTA coming into effect.
Technology and the COVID pandemic have changed not only the way you practice law today, but also where you are able to practice. Attorneys continue to regularly work outside of a physical office, thanks to the mobility that smart phones, laptops, cloud storage, and virtual meeting platforms provide. When the services you provide cross into a state that you don’t have a law license in – whether through physical or virtual presence – your law practice not only becomes multijurisdictional, but may also be unauthorized and in violation of the ethics rules.
Yet, the rules on remote practice have changed significantly in the last year. The ABA issued Ethics Formal Opinion 495, holding that a lawyer may practice the law authorized by their licensing jurisdiction while physically located elsewhere, and a number of states have also adopted this opinion as a new rule. With the boundaries of “practicing” outside of the state you are licensed in evolving, how do you know if you’ve crossed an ethical line?
1031 like-kind exchanges offer your client an array of opportunities to exchange real property while gaining an advantageous tax position by deferring any realized gain (or loss) on the exchange. Add to the mix that these exchanges can include contract exchanges involving purchase rights or options, or even property where the debt exceeds its fair market value, and the rules, requirements, mechanics, and strategies of 1031 like-kind exchanges become even further complicated. To properly advise your client, you need to be fully aware of the sometimes bewildering variety of exchanges to avoid making common mistakes.
Now in its 27th year, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!
Understanding the basics of intellectual property is an important objective for non-profit organizations, board members, and counsel. Tax-exempt organizations manage a variety of IP-related issues daily - including organization names and logos, instructional materials, websites, social media, and even licensing opportunities. Your organization’s IP can be a valuable asset, but the laws protecting it present many traps for the unwary.
Environmental, social, and governance (ESG) is a permanent fixture of the corporate lexicon. A $35 trillion+ sustainable finance market indicates the huge demand for sustainable investments, loans, and bonds for corporations with ambitious ESG commitments. Moving forward, transaction success will be keyed to corporate commitments to ESG and the ability to demonstrate meaningful strides. And since ESG criteria can be crucial to a corporate investment's success, ESG is already influencing financing options and negotiating positions for deals large and small. So before embarking on your next deal, register for this survey course highlighting ESG financing constraints and opportunities!
Meeting the estate planning goals of high net worth clients calls for creating and administering complex estate plans. The additional layers of planning needed to account for unique assets or charitable intent – while minimizing estate taxes – require developing a comprehensive strategy that can prove challenging for even experienced practitioners.
Join us by webcast for this high-level estate planning course and explore innovative wealth transfer strategies and gain expert insights on mapping the best path to achieve your clients' goals. Our nationally recognized faculty of estate and trust practitioners will address the most salient issues for high net worth estate planning with a focus on enhancing your proficiencies to meet the complex needs of your clients.