When should you use a (d)(4)(A) first party special needs trust vs. a third party SNT vs. a pooled first party SNT vs. an ABLE Account? Understand the elements that must be included in a (d)(4)(A) first party trust, and learn best practices for the drafting process. SAMPLE FORMS PROVIDED.
What is special needs planning? What are the different types of special needs trusts and when should you use them? This course offers answers to those questions as well as an overview of important special needs planning issues like "spend-down" and the ABLE Act. You will also learn about the unique challenges of representing special needs clients and their families, including the impact of implicit biases and what is appropriate language to employ when working with special needs clients.
*SAMPLE FORMS PROVIDED* Learn about drafting third party special needs trusts (those which are funded with “other people’s” money, not the money of the beneficiary who has disabilities). How are these trusts are created? How is money transferred during the life of the donor or at the donor’s death? How do transfers impact the donor?
Learn best practices for collecting attorneys’ fees by reviewing statutory provisions and relevant case law, including ethical constraints on billing and collection. Learn how to protect yourself with effective engagement letters, proper billing techniques, and more.
The occurrence of stereotypically outlandish bias has decreased in recent years (thankfully). But that doesn't mean that we’ve eliminated bias from the profession. In fact, it unfortunately continues to exist in more subtle ways. Join the “CLE Performer,” Stuart Teicher, Esq., as he explores implicit bias, uses several hypothetical examples to reveal how bias manifests itself in the practice…and gives a few ideas about what lawyers can do to eliminate it from the profession.
Learn tips and guidance on how to deal with difficult situations and officials, while not losing your cool. Originally presented as part of the 7th Annual Local Government Law Institute, available in its entirety as P9017-19U.
Since its original publication, this title has been updated and fully revised to address the dramatic increase in public misogyny. It has particular applicability to the current state of affairs, given that stay-at-home orders and school closings have led to increased gender biases and more lopsided gender roles, rather than a decrease.
A walk through of the current digital landscape; where you should be, what you should be doing and how it relates to building a professional brand as an attorney. The session covers your Google listing, website, social media, Google pay-per-clicks, ads, video marking, reputation management and more. The goal is to provide participants with a basic understanding of where to focus their efforts and what boxes they need to check to build their business.
Is bankruptcy is the best alternative for a business client's financial problems? This handbook guides the attorney in answering that question and also instructs the reader on the practicalities of handling business bankruptcy matters.