A one-year unlimited subscription to programs in the General Catalog of the CLE On-Demand library. This cost-effective annual subscription provides access to hundreds of hours of programming, with new classes added each month covering a broad range of practice areas and emerging topics.

One of the most stringent ethical duties placed upon lawyers is safeguarding fiduciary funds. Inadvertent or negligent mishandling of a client’s money can have dire consequences, even leading to disbarment. In most jurisdictions, advance fees are treated as trust funds, and a fee dispute may be treated as an ethical violation in some circumstances. To avoid potentially mishandling client funds, it is crucial to consistently utilize strict accounting practices and analyze appropriate trust fund procedures. This webcast will cover the stringent and complex rules governing client trust account operation and maintenance, and will include practical suggestions to avoid the nightmare of State Bar scrutiny of your trust accounts.

Representation and warranties insurance (RWI) policies are gaining increased popularity as a way for sellers and buyers to transfer the risk of breach of a representation or warranty in a purchase agreement, resulting in financial loss, to the insurance markets. RWI policies provide indemnification to limit sellers’ post-closing liability, while buyers see the policies as a way to streamline negotiations and preserve commercial relationships. Not surprisingly, the increase in the number of policies has led to a corresponding increase in claims. With the growing use of the RWI policies in transactions, attorneys need to have a greater understanding of how to negotiate these policies upfront, as well as common issues that clients encounter when pursuing or defending claims under these policies.

As a lawyer, you likely negotiate everyday within your law office, with your clients, or with external parties on behalf of your clients. Each side’s role is to convince the other side that they must provide a better deal than they actually have to in order to reach an agreement. But how far can you go in your negotiations without crossing the ethical line? Make sure you have the insight to navigate complex ethical questions that arise in your daily practice, ensuring you maintain your professional reputation while securing the best outcomes for your clients.

IRS and Treasury efforts – in large part - govern tax-exempt organizational (EO) operations and financial practices given their connections to an organization’s exempt status. Therefore, staying informed and compliant with agency and department efforts is “mission critical” to EOs large and small. Knowing focal points allows organizations to focus on mission advancement without jeopardizing federal tax-exemption status. So, join us on July 18 for a quick synopsis of evolving 2024 IRS and Treasury efforts, important rules, and legislative details so that your tax-exempt organizations can focus on doing what they do best – their mission work!

Session 1: How Do We Get Through This Maze? Planning for Retirement Plan Distributions for Spouse and Descendants in 2024 “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 2: Corporate Transparency Act: Recent Developments and Compliance “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 3: Timber! How to Stay out of Danger When Sophisticated Estate Planning Comes Crashing Down “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 4: Practical Partnership Solutions to Common Client Situations Session 5: The Hitchhiker's Guide to Artificial Intelligence “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 6: Planning Ahead of Anticipated Exemption Sunset “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.