Course1

Trust & Estate Planning for Client Privacy in a Public World

$89.00

Trust and estate clients frequently want nothing more than their privacy. They want their holdings and plans kept secret, even from their heirs.  Ensuring privacy is a multifaceted process that relies on substantive law but also on various companies’ policies, such as with rewards programs.  Privacy also turns on whether the client wants to protect the nature and extent of certain classes of assets, controversial or high profile holdings (for example, antique firearms or valuable objects of art), or something closer to home like the details of their own end-of-life health care plans or even death.  This program will provide you with a detailed guide to privacy in trust and estate planning.   Utilizing revocable trusts – preventing disclosure of assets on death, facilitating anonymous ownership & ensuring plan secrecy Silent trusts as a method to limit disclosure to beneficiaries Titling of special assets including art, watercraft, firearms, and certain real estate Anonymity in charitable gift planning Financial planning privacy – investor privacy, lottery winner privacy, banking disclosure Medical privacy planning – HIPAA, insurance applications Securing third-party confidentiality through non-disclosure agreements Privacy at death – obituaries, last medical records, funeral arrangements   Speaker: Jeff Chadwick is a partner in the Houston and The Woodlands, Texas offices of Winstead, P.C, where his practice focuses on sophisticated trust and estate planning for closely held business owners, business executives, and other high net worth individuals and families. He provides practical advice on wealth transfer planning, business formation and structuring, asset protection planning, planned charitable giving, trust modifications, pre- and post-marital planning, and the administration of trusts and estates. Before entering private practice, he served as a judicial clerk to Judge Henry E. Hudson of the U.S. District Court for the Eastern District of Virginia.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/8/2025
    Avail. Until
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Course1

LIVE REPLAY: Piercing the Entity Veil: Individual Liability for Business Acts

$89.00

One of the bedrock principles of business law is limited liability. The individual owners of an entity – shareholders of a corporation or members of a limited liability company – cannot be held personally liable for the debts or liabilities of the entity.  But the doctrine is not absolute.  There are many common law fact patterns that allow courts to pierce the entity veil – co-mingling of funds, using an entity as an alter ego, among others – and reach an individual person’s assets. There are also several sources of statutory authority allowing veil piercing. This program will provide you with a practical guide to common law, equitable, and statutory theories of piercing entity veils.   Statutory and equitable principles to pierce the entity veil Fact pattern justifying piercing limited liability to reach an owner’s personal assets Statutory sources permitting breaching the entity veil Application of veil piercing to non-corporate entities Liability for improper distributions Piercing for withheld income and employment taxes, and sales/use taxes   Speakers: Allen Sparkman is a partner in the Houston and Denver offices of Sparkman Foote, LLP.  He has practiced law for over forty years in the areas of estate, tax, business, insurance, asset protection, and charitable giving.  He has written and lectured extensively on choice-of-entity, charitable giving and estate planning topics.  He is the Colorado reporter for the books "State Limited Partnership Laws" and "State Limited Liability Company Laws," both published by Aspen Law & Business.  He has also served as president of the Rocky Mountain Estate Planning Council.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/8/2025
    Presented
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Course1

LIVE REPLAY: Piercing the Entity Veil: Individual Liability for Business Acts

$89.00

One of the bedrock principles of business law is limited liability. The individual owners of an entity – shareholders of a corporation or members of a limited liability company – cannot be held personally liable for the debts or liabilities of the entity.  But the doctrine is not absolute.  There are many common law fact patterns that allow courts to pierce the entity veil – co-mingling of funds, using an entity as an alter ego, among others – and reach an individual person’s assets. There are also several sources of statutory authority allowing veil piercing. This program will provide you with a practical guide to common law, equitable, and statutory theories of piercing entity veils.   Statutory and equitable principles to pierce the entity veil Fact pattern justifying piercing limited liability to reach an owner’s personal assets Statutory sources permitting breaching the entity veil Application of veil piercing to non-corporate entities Liability for improper distributions Piercing for withheld income and employment taxes, and sales/use taxes   Speakers: Allen Sparkman is a partner in the Houston and Denver offices of Sparkman Foote, LLP.  He has practiced law for over forty years in the areas of estate, tax, business, insurance, asset protection, and charitable giving.  He has written and lectured extensively on choice-of-entity, charitable giving and estate planning topics.  He is the Colorado reporter for the books "State Limited Partnership Laws" and "State Limited Liability Company Laws," both published by Aspen Law & Business.  He has also served as president of the Rocky Mountain Estate Planning Council.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/8/2025
    Presented
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Course1

Navigating Conflicts of Interest, Part 1

$89.00

Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.   Part 1: Apply systematic conflict-checking procedures and documentation requirements Understand when conflicts are consentable versus absolutely prohibited Master client consent processes and required disclosures Learn to identify conflicts in transactional versus litigation contexts Develop intake procedures that catch conflicts before engagement   Part 2: Handle conflicts that arise during ongoing representations Navigate conflicts between current and former clients Understand imputation rules and their impact on law firm operations Develop firm-wide policies for conflict prevention and management Learn remedial measures when conflicts are discovered after engagement   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/9/2025
    Presented
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Course1

Navigating Conflicts of Interest, Part 1

$89.00

Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.   Part 1: Apply systematic conflict-checking procedures and documentation requirements Understand when conflicts are consentable versus absolutely prohibited Master client consent processes and required disclosures Learn to identify conflicts in transactional versus litigation contexts Develop intake procedures that catch conflicts before engagement   Part 2: Handle conflicts that arise during ongoing representations Navigate conflicts between current and former clients Understand imputation rules and their impact on law firm operations Develop firm-wide policies for conflict prevention and management Learn remedial measures when conflicts are discovered after engagement   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/9/2025
    Presented
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Course1

Ethics & Artifcial Intelligence: What Lawyers Should Know

$89.00

The use of artificial intelligence is not some distant prospect.  Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff?  This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice.   What duties do lawyers have to investigate and understand AI in the tools they use? Does AI constitute the unauthorized practice of law (UPL) in a state? Do software packages that draft language and assemble forms violate ethics rules? What supervisory and training obligations do lawyers have for non-lawyer staff using these tools? Are there ethics concerns of using AI in discovery? Must lawyers warn clients that they use AI?   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/9/2025
    Avail. Until
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Course1

Navigating Conflicts of Interest, Part 2

$89.00

Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.   Part 1: Apply systematic conflict-checking procedures and documentation requirements Understand when conflicts are consentable versus absolutely prohibited Master client consent processes and required disclosures Learn to identify conflicts in transactional versus litigation contexts Develop intake procedures that catch conflicts before engagement   Part 2: Handle conflicts that arise during ongoing representations Navigate conflicts between current and former clients Understand imputation rules and their impact on law firm operations Develop firm-wide policies for conflict prevention and management Learn remedial measures when conflicts are discovered after engagement   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/10/2025
    Presented
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Course1

Navigating Conflicts of Interest, Part 2

$89.00

Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.   Part 1: Apply systematic conflict-checking procedures and documentation requirements Understand when conflicts are consentable versus absolutely prohibited Master client consent processes and required disclosures Learn to identify conflicts in transactional versus litigation contexts Develop intake procedures that catch conflicts before engagement   Part 2: Handle conflicts that arise during ongoing representations Navigate conflicts between current and former clients Understand imputation rules and their impact on law firm operations Develop firm-wide policies for conflict prevention and management Learn remedial measures when conflicts are discovered after engagement   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/10/2025
    Presented
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Course1

LIVE REPLAY: Decanting, Reformation & Other Tools Explained

$89.00

Not every irrevocable trust ends up serving its intended purpose or is financially viable.  Many unforeseen events can and do occur – tax laws change, family circumstance change – sometimes dramatically, or there can be d a deep downturn in a family business.  In these and many other circumstances trusts are broken and need to be “fixed” – fiduciary powers adjusted, distributions policies modified, trusts divided or merged, or even terminated.  The process of accomplishing these fixes are necessarily limited and come with risks, including tax liability and potentially liability to future beneficiaries. This program will provide you with a practical guide to techniques for fixing broken irrevocable trusts.   Trust reformation by agreement of all stakeholder or by court order Principal and income adjustment powers under the UPIA Techniques for converting a trust from one type to another Use of “decanting” to terminate trusts and distribute assets when the trust is not viable Framework of tax considerations when trusts are restructured or terminated   Speaker: Benjamin S. Candland is a partner in the Richmond, Virginia office of McGuireWoods, LLP, where his practice focuses on estate planning, administration, estate and gift taxation, and litigation. He provides individual clients with advice on various estate planning matters involving estate, gift, and generation-skipping transfer taxes. He is a member of the ABA Real Property and Probate Section and the Virginia Bar Association Trusts and Estate Section. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/11/2025
    Presented
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Course1

LIVE REPLAY: Decanting, Reformation & Other Tools Explained

$89.00

Not every irrevocable trust ends up serving its intended purpose or is financially viable.  Many unforeseen events can and do occur – tax laws change, family circumstance change – sometimes dramatically, or there can be d a deep downturn in a family business.  In these and many other circumstances trusts are broken and need to be “fixed” – fiduciary powers adjusted, distributions policies modified, trusts divided or merged, or even terminated.  The process of accomplishing these fixes are necessarily limited and come with risks, including tax liability and potentially liability to future beneficiaries. This program will provide you with a practical guide to techniques for fixing broken irrevocable trusts.   Trust reformation by agreement of all stakeholder or by court order Principal and income adjustment powers under the UPIA Techniques for converting a trust from one type to another Use of “decanting” to terminate trusts and distribute assets when the trust is not viable Framework of tax considerations when trusts are restructured or terminated   Speaker: Benjamin S. Candland is a partner in the Richmond, Virginia office of McGuireWoods, LLP, where his practice focuses on estate planning, administration, estate and gift taxation, and litigation. He provides individual clients with advice on various estate planning matters involving estate, gift, and generation-skipping transfer taxes. He is a member of the ABA Real Property and Probate Section and the Virginia Bar Association Trusts and Estate Section. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/11/2025
    Presented
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Course1

Noticing & Reacting to Red Flags: Under Duress & Undue Influence in Trust and Estate Planning

$89.00

Elderly and other clients with diminished physical or intellectual capacity are often the victims of undue influence or duress in disposition of their property.  They are often dependent on a caregiver, relative or other person for social interaction or essential mobility and functioning.  This makes them ripe for exploitation by the unscrupulous.  From a trust and estate planner’s perspective, undue influence and duress undermine the client’s true intent and jeopardize the validity of estate and trust instruments. This program will provide you with a world guide to spotting warning signs of undue influence and duress, drafting considerations, and the risks of litigation challenging trust and estate plans.    Undue influence and duress risks in trust and estate planning  Elements of undue influence – motive, opportunity and actual exercise  Understanding what constitutes duress  How to spot warning signs or red flags of undue influence and duress  Drafting considerations to preserve the true intent of a client and prevent challenges  Court battles – burdens of proof, assessing likelihood of successful challenges    Speaker:  Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/12/2025
    Presented
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Course1

Noticing & Reacting to Red Flags: Under Duress & Undue Influence in Trust and Estate Planning

$89.00

Elderly and other clients with diminished physical or intellectual capacity are often the victims of undue influence or duress in disposition of their property.  They are often dependent on a caregiver, relative or other person for social interaction or essential mobility and functioning.  This makes them ripe for exploitation by the unscrupulous.  From a trust and estate planner’s perspective, undue influence and duress undermine the client’s true intent and jeopardize the validity of estate and trust instruments. This program will provide you with a world guide to spotting warning signs of undue influence and duress, drafting considerations, and the risks of litigation challenging trust and estate plans.    Undue influence and duress risks in trust and estate planning  Elements of undue influence – motive, opportunity and actual exercise  Understanding what constitutes duress  How to spot warning signs or red flags of undue influence and duress  Drafting considerations to preserve the true intent of a client and prevent challenges  Court battles – burdens of proof, assessing likelihood of successful challenges    Speaker:  Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/12/2025
    Presented
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Course1

Letters of Intent in Real Estate Transactions

$89.00

Letters of intent in real estate transactions – buying/selling property and leasing – are essential in helping the parties frame areas of agreement, identify areas for further negotiation, and establish a timeline for completing the deal. These letters can also be cost-effective in determining whether the parties can reach agreement on major terms before definitive agreements are drafted.  But there are substantial drawbacks. One party may use the letter to shop the transaction to third parties, using the offer as a stalking horse.  In some instances, too, the letter itself may be so detailed that it becomes enforceable. This program will provide you with a practical guide to drafting letters of intent in commercial real estate acquisition and sales, and leasing transactions.   Defining timeframes for negotiations/operative agreements & expiration of letter Core economic terms – purchase price and holdbacks, lease payments, escalator clauses Deposits – hard money v. soft money – and escrow instructions Identifying the property subject to acquisition or lease Other major terms – use, exclusivity, environmental issues, etc. Confidentiality and non-marketing provisions   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/13/2025
    Avail. Until
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Course1

LIVE REPLAY: Internet Ethics: Navigating Lawyer Responsibilities Online

$89.00

The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers.  You can easily research witnesses, parties, judges, and jurors with a simple Google search.  Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals.  With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet.    Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting Researching jurors, parties, witnesses and judges via social media Blogging or sending newsletters/law updates to clients Trends in texting, confidentiality, and discoverability Law firm marketing via the web   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/15/2025
    Presented
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Course1

LIVE REPLAY: Internet Ethics: Navigating Lawyer Responsibilities Online

$89.00

The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers.  You can easily research witnesses, parties, judges, and jurors with a simple Google search.  Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals.  With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet.    Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting Researching jurors, parties, witnesses and judges via social media Blogging or sending newsletters/law updates to clients Trends in texting, confidentiality, and discoverability Law firm marketing via the web   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/15/2025
    Presented
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Course1

LIVE REPLAY: Brave New World: Lawyer Ethics & AI

$89.00

Generative artificial intelligence – the ability of technology to generate creative works that mimic human intelligence – is a growing and potentially dominant reality across industry and the professions, including the legal professions.  The idea that software might someday supplant the role of lawyers in certain areas of practice has suddenly become reality with the advent of ChatGPT and other forms of generative AI.  This program will explore the forms of generative AI and their potential to supplant certain functions performed by lawyers or paralegals, but also how those tools can be harnessed by lawyers to aid their work.   What is Generative AI? Recent Reports of Lawyers Misusing Generative AI Competence – Model Rule 1.1 Communication – Model Rule 1.4 Confidentiality – Model Rule 1.6 Supervision – Model Rules 5.1, 5.2, and 5.3 Duty of Candor / Truthfulness in Statements to Others / Misrepresentations – Model Rules 3.3, 4.1, 8.4 Billing Issues – Model Rule 1.5 Advertising – Model Rules 7.1, 7.2, and 7.3 Other Potential Risk Issues - Attorney-Client Privilege, Cybersecurity, and Intellectual Property Creating a Law Firm Policy Governing AI Use Practical Challenges for Law Firms   Speakers: Matt Corbin is a Senior Vice President with Aon’s Professional Services Practice.  Before joining Aon in 2013, Matt was a partner with Lathrop Gage LLP in Overland Park, Kansas, where his litigation practice focused on business, commercial, and employment disputes. Mr. Corbin is a a member of the ABA Standing Committee on Ethics & Professional Responsibility. Mark Webster is a Senior Vice President with the Professional Services Practice at Aon. As a member of the group’s loss prevention team, Mark consults with Aon’s 275+ law firm clients on a wide range of professional responsibility and liability issues. Before joining Aon in 2018, Mark was a partner with Lathrop Gage LLP in Kansas City, Missouri and Overland Park, Kansas. He was a real estate and corporate lawyer handling real estate financing and purchase transactions, commercial leasing, mergers and acquisitions, and corporate formation and governance.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/16/2025
    Presented
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Course1

LIVE REPLAY: Brave New World: Lawyer Ethics & AI

$89.00

Generative artificial intelligence – the ability of technology to generate creative works that mimic human intelligence – is a growing and potentially dominant reality across industry and the professions, including the legal professions.  The idea that software might someday supplant the role of lawyers in certain areas of practice has suddenly become reality with the advent of ChatGPT and other forms of generative AI.  This program will explore the forms of generative AI and their potential to supplant certain functions performed by lawyers or paralegals, but also how those tools can be harnessed by lawyers to aid their work.   What is Generative AI? Recent Reports of Lawyers Misusing Generative AI Competence – Model Rule 1.1 Communication – Model Rule 1.4 Confidentiality – Model Rule 1.6 Supervision – Model Rules 5.1, 5.2, and 5.3 Duty of Candor / Truthfulness in Statements to Others / Misrepresentations – Model Rules 3.3, 4.1, 8.4 Billing Issues – Model Rule 1.5 Advertising – Model Rules 7.1, 7.2, and 7.3 Other Potential Risk Issues - Attorney-Client Privilege, Cybersecurity, and Intellectual Property Creating a Law Firm Policy Governing AI Use Practical Challenges for Law Firms   Speakers: Matt Corbin is a Senior Vice President with Aon’s Professional Services Practice.  Before joining Aon in 2013, Matt was a partner with Lathrop Gage LLP in Overland Park, Kansas, where his litigation practice focused on business, commercial, and employment disputes. Mr. Corbin is a a member of the ABA Standing Committee on Ethics & Professional Responsibility. Mark Webster is a Senior Vice President with the Professional Services Practice at Aon. As a member of the group’s loss prevention team, Mark consults with Aon’s 275+ law firm clients on a wide range of professional responsibility and liability issues. Before joining Aon in 2018, Mark was a partner with Lathrop Gage LLP in Kansas City, Missouri and Overland Park, Kansas. He was a real estate and corporate lawyer handling real estate financing and purchase transactions, commercial leasing, mergers and acquisitions, and corporate formation and governance.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/16/2025
    Presented
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Drafting Property Management Agreements

$89.00

Commercial real estate as a recurring source of income is only as good as it is managed.  Well managed properties not only provide stable income but also hold their underlying value.  Management of commercial real estate is mostly outsourced to third parties. Management agreements vary widely according to the type of property managed – official, retail, multi-family, etc.  This program will provide you with a practical guide to the types of property management agreements, varying fee arrangements, defining the scope of a manager’s duties, rent collection and operational controls, allocating risk and liability, and much more.   Property management agreements for office and multi-family properties Defining scope of manager’s duties and responsibilities Understanding management fee alternatives Collection of rent and handling of funds Insurance, liability and indemnity issues for manager and property owner Operating decisions, controls, termination, and sale of property   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont. 

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/16/2025
    Avail. Until
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Real Estate Wealth: Trust and Estate Planning Strategies, Part 1

$89.00

Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.   Part 1: Explore valuation discounts and their application to real estate transfers Master grantor retained annuity trusts (GRATs) for real estate assets Understand qualified personal residence trusts and their benefits Learn family limited partnership structures for real estate holdings Navigate installment sales and self-canceling installment notes   Part 2: Master conservation easements and their estate planning advantages Understand opportunity zone investments in estate planning contexts Learn charitable remainder trusts with real estate contributions Explore real estate investment trust (REIT) structures for family wealth Address generation-skipping transfer tax strategies for real estate   Speaker: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/17/2025
    Presented
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Real Estate Wealth: Trust and Estate Planning Strategies, Part 1

$89.00

Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.   Part 1: Explore valuation discounts and their application to real estate transfers Master grantor retained annuity trusts (GRATs) for real estate assets Understand qualified personal residence trusts and their benefits Learn family limited partnership structures for real estate holdings Navigate installment sales and self-canceling installment notes   Part 2: Master conservation easements and their estate planning advantages Understand opportunity zone investments in estate planning contexts Learn charitable remainder trusts with real estate contributions Explore real estate investment trust (REIT) structures for family wealth Address generation-skipping transfer tax strategies for real estate   Speaker: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/17/2025
    Presented
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Course1

Real Estate Wealth: Trust and Estate Planning Strategies, Part 2

$89.00

Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.   Part 1: Explore valuation discounts and their application to real estate transfers Master grantor retained annuity trusts (GRATs) for real estate assets Understand qualified personal residence trusts and their benefits Learn family limited partnership structures for real estate holdings Navigate installment sales and self-canceling installment notes   Part 2: Master conservation easements and their estate planning advantages Understand opportunity zone investments in estate planning contexts Learn charitable remainder trusts with real estate contributions Explore real estate investment trust (REIT) structures for family wealth Address generation-skipping transfer tax strategies for real estate   Speaker: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/18/2025
    Presented
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Course1

Real Estate Wealth: Trust and Estate Planning Strategies, Part 2

$89.00

Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.   Part 1: Explore valuation discounts and their application to real estate transfers Master grantor retained annuity trusts (GRATs) for real estate assets Understand qualified personal residence trusts and their benefits Learn family limited partnership structures for real estate holdings Navigate installment sales and self-canceling installment notes   Part 2: Master conservation easements and their estate planning advantages Understand opportunity zone investments in estate planning contexts Learn charitable remainder trusts with real estate contributions Explore real estate investment trust (REIT) structures for family wealth Address generation-skipping transfer tax strategies for real estate   Speaker: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.   Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. 

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/18/2025
    Presented
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Course1

LIVE REPLAY: Cloud Contracts: Drafting and Reviewing IT Sourcing Agreements

$89.00

Virtually every organization outsources it information technology (IT) functions to third-party vendors.  Electronic files of every time – data and documents, video and audio – are stored on servers owned and maintained by third parties and located at off-site locations.  Telecom services are also commonly outsourced. The idea behind outsourcing these increasingly complex systems is that costs might be controlled and the difficulty of maintaining them becomes someone else’s task. But getting to that point lies beyond reviewing and negotiating highly complex IT outsource agreements involving performance and reliability, data security and privacy breaches, and warranty and indemnity.  This program will provide you with a practical guide to negotiating and drafting IT agreements with third-party vendors.   Performance standards for IT vendors, reliability, and Service Level Agreements Essential warranty and indemnity provisions – and spotting red flags Understanding how “The Cloud” works for contractual purposes Important data security, privacy and related liability concerns Drafting the underlying equipment lease and/or software license Reviewing fee structures in IT outsourcing agreements   Speaker: Peter J. Kinsella is a partner in the Denver office of Perkins Coie, LLP, where he has an extensive technology law practice focusing on advising start-up, emerging and large companies on technology-related commercial and intellectual property transaction matters.  Prior to joining his firm, he worked for ten years in various legal capacities with Qwest Communications International, Inc. and Honeywell, Inc.  Mr. Kinsella has extensive experience structuring and negotiating data sharing agreements, complex procurement agreements, product distribution agreements, OEM agreements, marketing and advertising agreements, corporate sponsorship agreements, and various types of patent, trademark and copyright licenses.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/19/2025
    Presented
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Course1

LIVE REPLAY: Cloud Contracts: Drafting and Reviewing IT Sourcing Agreements

$89.00

Virtually every organization outsources it information technology (IT) functions to third-party vendors.  Electronic files of every time – data and documents, video and audio – are stored on servers owned and maintained by third parties and located at off-site locations.  Telecom services are also commonly outsourced. The idea behind outsourcing these increasingly complex systems is that costs might be controlled and the difficulty of maintaining them becomes someone else’s task. But getting to that point lies beyond reviewing and negotiating highly complex IT outsource agreements involving performance and reliability, data security and privacy breaches, and warranty and indemnity.  This program will provide you with a practical guide to negotiating and drafting IT agreements with third-party vendors.   Performance standards for IT vendors, reliability, and Service Level Agreements Essential warranty and indemnity provisions – and spotting red flags Understanding how “The Cloud” works for contractual purposes Important data security, privacy and related liability concerns Drafting the underlying equipment lease and/or software license Reviewing fee structures in IT outsourcing agreements   Speaker: Peter J. Kinsella is a partner in the Denver office of Perkins Coie, LLP, where he has an extensive technology law practice focusing on advising start-up, emerging and large companies on technology-related commercial and intellectual property transaction matters.  Prior to joining his firm, he worked for ten years in various legal capacities with Qwest Communications International, Inc. and Honeywell, Inc.  Mr. Kinsella has extensive experience structuring and negotiating data sharing agreements, complex procurement agreements, product distribution agreements, OEM agreements, marketing and advertising agreements, corporate sponsorship agreements, and various types of patent, trademark and copyright licenses.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/19/2025
    Presented
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Course1

Good Faith in Business: Navigating Litigation Risks

$89.00

The duty of good faith and fair dealing has become a powerful weapon in commercial disputes, transforming routine contract disagreements into high-stakes litigation. This program provides essential guidance on understanding, applying, and defending against good faith claims across various business contexts. Learn to counsel clients on compliance strategies that prevent disputes while positioning them advantageously if litigation arises.   Understand the evolving scope of good faith obligations in different jurisdictions Identify high-risk scenarios where good faith claims commonly arise Learn defensive strategies for businesses facing good faith allegations Master contract drafting techniques that clarify performance standards   Speaker: Shannon M. Bell is a partner with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues.  Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen.  She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions.  She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/22/2025
    Presented
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Course1

Good Faith in Business: Navigating Litigation Risks

$89.00

The duty of good faith and fair dealing has become a powerful weapon in commercial disputes, transforming routine contract disagreements into high-stakes litigation. This program provides essential guidance on understanding, applying, and defending against good faith claims across various business contexts. Learn to counsel clients on compliance strategies that prevent disputes while positioning them advantageously if litigation arises.   Understand the evolving scope of good faith obligations in different jurisdictions Identify high-risk scenarios where good faith claims commonly arise Learn defensive strategies for businesses facing good faith allegations Master contract drafting techniques that clarify performance standards   Speaker: Shannon M. Bell is a partner with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues.  Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen.  She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions.  She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/22/2025
    Presented
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Course1

Ethics and Conflicts with Clients, Part 1

$89.00

Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions?  What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose?   Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/22/2025
    Avail. Until
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Course1

Ethics and Conflicts with Clients, Part 2

$89.00

Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions?  What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose?   Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/23/2025
    Avail. Until
SEE MORE
Course1

LIVE REPLAY: Recreational Assets: Trust & Estate Planning for Cabins and Boats

$89.00

Clients frequently have substantial reactional assets that they want to pass in their estates – family cabins, mountain houses, other retreats, boats, and other assets.  These assets may be held in full or in fractional interests, sometimes shared uncomfortably by different parts of a single family or with third parties, giving rise to issues of control, value, and transfer.  Any or all of these assets may have substantial financial value and almost always have emotional value to clients. Planning for these assets is a blend of property and tax law, but also practical counseling of clients. This program will provide you with a real world guide to trust and estate planning for recreational assets.    How to title and/or hold assets in LLCs or other business entities Methods and agreements foster stable and cooperative use property among many family members Special trust and estate planning issues for reactional assets Use of Qualified Personal Residence Trusts for cabins and other vacation homes Real estate issues – capital improvements, treatment of taxes and expenses, conservation easements Special issues related to boats and airplanes   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/23/2025
    Presented
SEE MORE
Course1

LIVE REPLAY: Recreational Assets: Trust & Estate Planning for Cabins and Boats

$89.00

Clients frequently have substantial reactional assets that they want to pass in their estates – family cabins, mountain houses, other retreats, boats, and other assets.  These assets may be held in full or in fractional interests, sometimes shared uncomfortably by different parts of a single family or with third parties, giving rise to issues of control, value, and transfer.  Any or all of these assets may have substantial financial value and almost always have emotional value to clients. Planning for these assets is a blend of property and tax law, but also practical counseling of clients. This program will provide you with a real world guide to trust and estate planning for recreational assets.    How to title and/or hold assets in LLCs or other business entities Methods and agreements foster stable and cooperative use property among many family members Special trust and estate planning issues for reactional assets Use of Qualified Personal Residence Trusts for cabins and other vacation homes Real estate issues – capital improvements, treatment of taxes and expenses, conservation easements Special issues related to boats and airplanes   Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/23/2025
    Presented
SEE MORE