Phone/Audio Streaming

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1 phone Phone/Audio Streaming Phone/Audio Streaming Program Details CLE CREDIT: 1.0 Hour for each program** TIME: See individual program information. TUITION: 80 per program **Co-sponsored with WebCredenza WHAT IS A PHONE/AUDIO STREAMING PROGRAM? Phone/Audio Streaming Programs are LIVE, interactive audio discussions of timely subjects that you can receive in your office, your home or wherever you can place a phone call or have access to the Internet. Because Phone/Audio Streaming Programs are live for State Bar MCLE purposes, there is no limit on the number of Phone/Audio Streaming Programs you may take per year. WHY WOULD I WANT TO REGISTER FOR A PHONE/AUDIO STREAMING PROGRAM? Convenience! Stay current on law and practice issues without leaving your office. Phone/Audio Streaming Programs save you time and travel. WILL I BE ABLE TO ASK QUESTIONS? Participants will be prompted to ask questions of the faculty at the conclusion of the program. Streaming participants can post questions at anytime during the program. They will be addressed by the moderator before signing off. HOW DO I CONNECT WITH A PHONE/AUDIO STREAMING PROGRAM? Calling in: Use any phone. After you register for a program, you will be provided a special toll-free number to call on the day of the program. When you call the number, you will be connected to the program. Your callin information and instructions will be available in your online learning account at Once logged in, click on My Classroom, then the My Courses tab and find the program title you are attending. Audio Streaming: Use any device that has access to the Internet. On the day of the program log into the NCBA CLE Online Learning Center at (click Log In located in the top right corner). Once logged in, click Your Classroom and find the program title you are attending. Click Launch Web Event button and a new window will open your audio streaming screen. May Phone/Audio Streaming Programs Ethics and Drafting Effective Conflict of Interest Waivers Live Replay from May 4, 2016 #631TWC Monday, May 1, 1:00 2:00p Ethics/Professional Responsibility Ethics rules allow attorneys to represent certain parties in certain matters even if there is a conflict of interest, but only if the attorney obtains an effective waiver of the conflict from the clients involved. This program provides a real-world guide to the process of obtaining a waiver and drafting waiver letters. Funding Trusts: Asset Planning and Financing Distributions #631TW2 Tuesday, May 2, 1:00 2:00p This program discusses the range of issues involved with funding trusts, including types of trusts and their funding requirements, transferring assets and monitoring them, what to do if a trust is under-funded or unfunded and planning to ensure that a trust does not become ineffective because it s unfunded. Drafting Stockholders Agreements Part 1 Live Replay from February 14, 2017 #631TW3 Wednesday, May 3, 1:00 2:00p Stockholder agreements are often more important to the actual functioning and growth of a C- or S-Corp than Articles of Incorporation and Bylaws. Stockholder agreements define the relationship between stockholders; information flows and voting/management control, valuation of shares and restrictions on transfers, and more. This program provides a guide to drafting the most important provisions of stockholder agreements for C- and S-Corps. Drafting Stockholders Agreements Part 2 Live Replay from February 15, 2017 #631TW4 Thursday, May 4, 1:00 2:00p Stockholder agreements are often more important to the actual functioning and growth of a C- or S-Corp than Articles of Incorporation and Bylaws. Stockholder agreements define the relationship between stockholders; information flows and voting/management control, valuation of shares and restrictions on transfers, and more. This program provides a guide to drafting the most important provisions of stockholder agreements for C- and S-Corps. Lawyer Ethics and Client Development #631TW5 Friday, May 5, 1:00 2:00p Ethics/Professional Responsibility Every law practice needs to develop new clients and sustain those relationships. This may take the form of direct or indirect solicitation, advertising or law firm web sites, blogs or newsletters, or a range of other activities. Though vitally important to the viability of a law practice, client development activities are limited by what s permissible under ethics rules. This program provides a real world guide to the ethical issues arising with client development. NCBA FOUNDATION CLE BULLETIN 30

2 Ethics and Virtual Law Practices Live Replay from May 20, 2016 #631TW6 Monday, May 8, 1:00 2:00p Ethics/Professional Responsibility The program discusses the special issues involved when attorneys practice in shared offices, from home, or in other nontraditional arrangements. The program covers the duty of candor to tell clients about the virtual arrangement, the duty to supervise, competence, confidentiality and more. Undue Influence and Duress in Estate Planning #631TW7 Tuesday, May 9, 1:00 2:00p Duress and undue influence can be subtly applied and sometimes difficult to detect. It s not exclusively an issue of planning for the elderly. Its influence can be widely felt. When duress or undue influence are applied when making estate and trust planning decisions, it taints the decisions made and potentially subjects estate and trust plans to challenge in court. This program provides a realworld guide to detecting duress and undue influence, how to respond if you see them applied toward your clients, and how to protect estate and trust documents from challenge. Letters of Intent in Real Estate Transactions #631TW8 Wednesday, May 10, 1:00 2:00p This program provides a framework for uses and substantive content in letters of intent in real estate transactions. The program covers letters of intent in acquisitions, development and leasing of real property. The program also covers use of letters of intent to set-up negotiations and to facilitate drafting the underlying documentation. Structuring Minority Interests in Businesses Live Replay from December 8, 2016 #631TW9 Thursday, May 11, 1:00 2:00p Balancing majority and minority ownership in a company is a substantial challenge. Majority owners want to restrict the management rights of minority owners and limit their right to obtain information about the operations and financial results of the business. Owners of a minority stake do not want to be oppressed they want information, they may want to participate in governance, and they certainly want the right to get out at a fair price. This program focuses on the practical techniques for structuring the management, information, and liquidation rights of minority interest in corporate and non-corporate entities. Ethics of Co-Counsel and Referral Relationships #631T10 Friday, May 12, 1:00 2:00p Ethics/Professional Responsibility Co-counsel and referral relationships are common in law practice. They also impose certain ethical duties on the lawyers involved. This program covers the ethics of associating with other lawyers to gain competence, the duty to supervise counsel to whom you ve referred work, liability for errors of co-counsel, the duty to inform clients about co-counsel malpractice, fee-splitting and much more. Ethics in Billing and Collecting Fees Live Replay from February 17, 2017 #631T11 Monday, May 15, 1:00 2:00p Ethics/Professional Responsibility Every law practice is also a business. Timely billing and collecting of fees is essential to the stability of the practice and livelihood of its attorneys and staff. But unlike any other business, this essential financial aspect is governed by a host of ethics rules. This program discusses ethics rules as they apply to billing and collecting attorneys fees, common traps and sources of ethics sanctions, and best practices. LLC, Partners, LP and Pass-through Mergers Part 1 #631T12 Tuesday, May 16, 1:00 2:00p This program covers the substantive legal and tax issues of planning and drafting an acquisition, merger, or other combination of passthrough entities; LLCs, partnerships and LPs. The program discusses alternative transactional structures for these combinations, the practical legal and tax tradeoffs and discusses recent developments. LLC, Partners, LP and Pass-through Mergers Part 2 #631T13 Wednesday, May 17, 1:00 2:00p This program covers the substantive legal and tax issues of planning and drafting an acquisition, merger, or other combination of passthrough entities; LLCs, partnerships and LPs. The program discusses alternative transactional structures for these combinations, the practical legal and tax tradeoffs and discusses recent developments. Due Diligence in Real Estate Acquisitions Live Replay from August 2, 2016 #631T14 Thursday, May 18, 1:00 2:00p This program covers the timeline and major components of due diligence in real estate transactions. The program also discusses the relationship between due diligence and reps and warranties. Among other topics, the program covers title work, environmental liability, creditor issues, and rent rolls. Ethics in Discovery Practice #631T15 Friday, May 19, 1:00 2:00p Ethics/Professional Responsibility Every litigation practice engages in extensive discovery. What can be discovered and how evidence of various types can be used, if at all, are ethics issues as much as issues of litigation strategy. This program provides a practitioner s guide to ethical issues in bankruptcy. Ethics for Real Estate Lawyers Live Replay from October 28, 2016 #631T16 Monday, May 22, 1:00 2:00p Ethics/Professional Responsibility The program discusses conflicts of interest among investors, developers, and lenders, representing real estate entrepreneurs and their entities, inadvertent disclosure of confidential deal terms, imputation of knowledge of deal terms among lawyers, and more. Drafting Gun Wills and Trusts and Preventing Executor Liability #631T17 Tuesday, May 23, 1:00 2:00p When a client has firearms antiques, a large collection, or only one of a few used for hunting they want to devolve to their heirs, it raises not only customary estate planning issues but also substantial issues of federal law which restricts the transfer of many firearms. This program provides a real-world guide to drafting gun trusts and wills to transfer firearms and protect heirs, trustees, executors and their attorneys from liability. Ethics in Negotiations Live Replay from February 23, 2017 #631T18 Wednesday, May 24, 1:00 2:00p Ethics/Professional Responsibility Virtually every communication a lawyer makes on behalf of a client is a negotiation. This is equally true of communications in litigation with opposing counsel as it is in a transactional negotiation. There s an indistinct line between ethical propriety and going too far, between permissible puffing or boasting and outright (thus unethical) deceit. This program discusses the many shadings of gray when attorneys engage in negotiations. Estate Planning for Religious and Philosophical Beliefs of Clients Live Replay from November 2, 2016 #631T19 Thursday, May 25, 1:00 2:00p The program covers the legal and practical framework of planning for religious and philosophical beliefs, the real limits to it, common traps in drafting underlying trust documents, and communicating with clients. See order form insert or call to register. 31

3 UCC Issues in Real Estate Live Replay from January 25, 2017 #631T20 Friday, May 26, 1:00 2:00p UCC issues touch a range of real estate transactions, from development and finance to leasing. There are complex issues and traps in drafting agreements to take security interests in the right type of collateral, whether it now exists or is later developed, ensuring priority over other types of claimants and related enforcement issues. There are also issues concerning the interrelationship of UCC Article 9 (secured transactions), UCC Article 3 (negotiable instruments), and UCC Article 5 (letters of credit). This program provides a practical guide to the range of UCC issues in real estate development, finance and leasing, and in real estate closings. Drafting Preferred Stock/Preferred Returns Live Replay from December 21, 2016 #631T22 Tuesday, May 30, 1:00 2:00p With the proliferation of profit participation arrangements in passthrough entities, the use of preferred stock in corporations is overlooked as a way of providing preferential returns to holders. This program provides a guide to structuring preferred stock to provided preferred distributions, a senior claim to corporate assets, enhanced voting rights, and conversion features. The advantages of traps, including creditor issues, of preferred stock are also discussed in detail. Ethics and Artificial Intelligence in Law Practice Software and Tools #631T23 Wednesday, May 31, 1:00 2:00p Ethics/Professional Responsibility Artificial intelligence and machine learning are at the heart of many software packages and other technology lawyers use to automate drafting of transactional, estate planning and pleadings. When lawyers use these forms of AI and machine learning, it raises substantial ethical issues touching the core of what is giving legal advice and service to clients. This program discusses these ethical issues and how they may expose lawyers to liability. June Phone/Audio Streaming Programs Business Succession Planning for Estate Planners Live Replay from October 26, 2016 #632TWC Thursday, June 1, 1:00 2:00p This program covers how estate planners can help clients prepare a business succession strategy for a family owned business. Topics include clarifying objectives, choosing the right entity to achieve succession, buy-sell issues, the risks and rewards of using Family Limited Partnerships, and the use of other sophisticated estate planning techniques for business succession, and much more. Drafting Employee Handbooks #632TW2 Friday, June 2, 1:00 2:00p Employee handbooks often substitute for employment contracts for non-managers. They govern the workplace from employee leave and disciplinary policies to work hours and business practices. They are exceptionally important for defining the employer-employee relationship and limiting employer liability for employee misconduct. This program provides a drafter s guide to employee handbooks, including avoidance of common traps. Estate Planning for Religious and Philosophical Beliefs of Clients Live Replay from November 2, 2016 #632TW3 Monday, June 5, 1:00 2:00p The program covers the legal and practical framework of planning for religious and philosophical beliefs, the real limits to it, common traps in drafting underlying trust documents, and communicating with clients Ethics in Civil Litigation Update Part 1 #632TW4 Tuesday, June 6, 1:00 2:00p Ethics/Professional Responsibility This annual program provides a broad-based discussion of attorney ethics issues affecting your civil litigation practice Ethics in Civil Litigation Update Part 2 #632TW5 Wednesday, June 7, 1:00 2:00p Ethics/Professional Responsibility This annual program provides a broad-based discussion of attorney ethics issues affecting your civil litigation practice. Options in Real Estate: Scope, Modifications, Purchase, Rights of First Refusal and First Offer #632TW6 Thursday, June 8, 1:00 2:00p Option contracts in real estate give buyers time to consider whether they want to acquire a project, a developer time to find investors for a development without committing more capital, a lessee time to consider its other options for space. This program covers the economics of option contracts, duration of exclusive periods, fees and extensions, what options contracts buy your clients, and drafting key terms. Lawyer Ethics and Texting Live Replay from January 20, 2017 #632TW7 Friday, June 9, 1:00 2:00p Ethics/Professional Responsibility Like before it, texting has become mainstream. Clients often ask for and get the mobile numbers of their attorneys and attorneys want to communicate with their clients in that way. Clients often think that it s private and a way to get an immediate response from their attorneys, but there are several ethical issues in texting with clients including confidentiality, the ability to competently advise a client in short messages, the potential loss of the attorney-client privilege, and more. This program discusses ethical issues in the new world of attorneys and clients texting each other. The Ethics of Bad Facts: The Duty to Disclose to the Tribunal Live Replay from December 9, 2016 #632TW8 Monday, June 12, 1:00 2:00p Ethics/Professional Responsibility This program covers the knowledge standard attorneys must satisfy when communicating with the courts, duties to disclose adverse law, including unpublished case law, the duty not to misstate material facts, exparte communications and judicial disqualification. LLC Operating Agreements: Drafting Management, Distribution and Tax Provisions Part 1 #632TW9 Tuesday, June 13, 1:00 2:00p The program provides a guide to drafting major sections and provisions in LLC/partnership/LP operating agreements, using a form as base for discussion. Capital contributions, management and voting rights, restrictions on transferability, distributions, liquidations, and major tax issues are covered. LLC Operating Agreements: Drafting Management, Distribution and Tax Provisions Part 2 #632T10 Wednesday, June 14, 1:00 2:00p The program provides a guide to drafting major sections and provisions in LLC/partnership/LP operating agreements, using a form as base for discussion. Capital contributions, management and voting rights, restrictions on transferability, distributions, liquidations, and major tax issues are covered. Planning to Prevent Trust, Estate and Will Contests Live Replay from March 14, 2017 #632T11 Thursday, June 15, 1:00 2:00p This program covers common sources of will contests, including the exercise of undue influence by caregivers, claims of incompetency, self-dealing by fiduciaries, and conflicting estate documents. The program also discusses practical techniques for mitigating the risk of will contests and defeating them after litigation is filed. NCBA FOUNDATION CLE BULLETIN 32

4 The Ethics of Supervising Other Lawyers #632T12 Friday, June 16, 1:00 2:00p Ethics/Professional Responsibility Lawyers often oversee other lawyers; partners supervise the work of associates, in-house counsel supervise the work provided by outside counsel, project managing attorneys supervise the work of all the attorneys on the representation. All these forms of supervision come with ethical duties to ensure the supervised attorneys practice competently and ethically. This program provides a guide to how ethics rules apply when lawyers supervise other lawyers. Lawyers and Ethical Issues in Practice Live Replay from December 16, 2016 #632T13 Monday, June 19, 1:00 2:00p Ethics/Professional Responsibility This program provides a real-world guide to ethical issues when using to communicate with current, former and prospective clients and adversaries. Among other topics, the program covers beginning and ending an attorney/client relationship via , including through the receipt of unsolicited , ethical issues in sending updates of legal developments to clients, issues in accidentally sending to the wrong recipient, and sending via computers on public networks or those controlled by an opposing party. Drafting Subleases and Assignments in Commercial Real Estate Part 1 #632T14 Tuesday, June 20, 1:00 2:00p This program covers the forms of subleasing and assignments and drafting the (often complex) underlying documents governing the relationships among the master landlord, the tenant/sub-landlord, and subtenant. Among other topics, the program covers the types of subleases, standards of reasonableness, the motivations and interests of the parties, and reviews the most highly negotiated provisions of these agreements. Drafting Subleases and Assignments in Commercial Real Estate Part 2 #632T15 Wednesday, June 21, 1:00 2:00p This program covers the forms of subleasing and assignments and drafting the (often complex) underlying documents governing the relationships among the master landlord, the tenant/sub-landlord, and subtenant. Among other topics, the program covers the types of subleases, standards of reasonableness, the motivations and interests of the parties, and review the most highly negotiated provisions of these agreements. Lawyer Ethics and Credit Cards #632T16 Thursday, June 22, 1:00 2:00p Ethics/Professional Responsibility This program will explore the fascinating area of ethics and the use by attorneys of credit credits to fund law firm expenses and the many ways in which that may give rise to ethical issues. The program covers the long line of ethics decisions in this area and discusses best practices for avoiding liability. Decanting and Otherwise Fixing Broken Trusts Live Replay from February 23, 2016 #632T17 Friday, June 23, 1:00 2:00p Trusts can fail. They can become impractical and too costly to operate or fail to achieve their purpose. Their assets may decline or be lost entirely. Tax laws may dramatically change their tax efficiency. These and a host of other circumstances giving rise to the creation of the trust in the first instance may change substantially. This program provides a real-world guide restructuring trusts for financial, administrative and tax purposes. The program also discusses terminating a trust when all else fails. Capital Contributions, Capital Calls and Finance Provisions in Companies Live Replay from January 24, 2017 #632T18 Monday, June 26, 1:00 2:00p Partners in a new business entity contribute capital (cash, real property, intellectual property, and many other forms) on formation but often the business requires additional capital contributions over time. When mechanisms for making capital calls are not properly planned and drafted in operative agreements, disputes often arise. This program provides a guide to planning and drafting capital calls in business entities. From One Thing to Another: Business Entity Conversions and Domestication #632T19 Tuesday, June 27, 1:00 2:00p Businesses change their form of entity for many reasons; the tax or economic posture of owners may change, new investors may require a different form of entity, or market or regulatory conditions may indicate a different form of entity. Whenever an entity is converted from one form to another, significant tax liability and corporate or partnership law issues arise. This program provides a real-world guide to entity conversions among C-Corps, S-Corps, partnerships and Limited Liability Companies, with extensive discussions of the tax and non-tax implications of the conversions. DTSA: Protecting Employer Secrets After the New Defend Trade Secrets Act #632T20 Wednesday, June 28, 1:00 2:00p Congress recently enacted the Defense of Trade Secrets Act, the most extensive rework of trade secret law in a generation. This program covers the changes to trade secret law and how it will alter current practices as clients seek to preserve their trade secrets against loss when clients leave their employ. Ethics and Identifying Your Client: It s Not Always 20/20 Live Replay from November 11, 2016 #632T21 Thursday, June 29, 1:00 2:00p Ethics/Professional Responsibility The first step in most ethical analysis is identifying your client. It s not as easy as it seems. Representations may potentially involve multiple members of a family, an employer and/or employee, a company or its officers or directors, or multiple third parties in a dispute or transaction. This program provides a practical guide to identifying your client in a range of fact patterns. Ethics and Confidentiality: What You Can Disclose, What You Must Disclose Live Replay from December 23, 2016 #632T22 Friday, June 30, 1:00 2:00p Ethics/Professional Responsibility This program covers the scope of the duty of confidentiality, distinguishes between the duty of confidentiality and the attorney/ client privilege, circumstances when breaches of confidentiality are permitted or required, inadvertent disclosures, and joint representations. MADE-TO-ORDER CLEs You can meet your MCLE credit requirements without leaving your office! Contact us today for more information! See order form insert or call to register. 33

5 July Phone/Audio Streaming Programs Drafting in LLCs: The Promise & Perils of Units Live Replay from February 1, 2017 #633TWC Monday, July 3, 1:00 2:00p LLC and partnership are the most flexible business entities. Much of their structure is left to the imagination and skill of the drafter. Frequently, however, drafters rely on the familiar language of corporate agreements, including units as a substitute for stock, that leads them astray because the language and concepts of units is nowhere found in organizational or tax law. This program discusses the misuses of units and other corporate terminology in LLC/partnership agreements and provides guidance about how to avoid these traps. Property Management Agreements in Commercial Real Estate Live Replay from January 17, 2017 #633TW2 Wednesday, July 5, 1:00 2:00p Successfully building a new or acquiring an existing commercial real estate project, an office building, retail center, or industrial space, is one thing, but ensuring that it is properly and cost-effectively managed is an entirely separate challenge. Without effective management, often out-sourced to a third party, the value of the underlying transaction is often lost. This program covers the most essential provisions of real property management agreements for different types of projects. Crummey Powers : Drafting and Using These Essential Estate Planning Powers #633TW3 Thursday, July 6, 1:00 2:00p Crummey powers are often used in irrevocable trusts to allow an individual to claim a gift from a trust, making a transfer that was not eligible for the gift tax exclusion into a transfer that is eligible for the exclusion. This program discusses drafting Crummey powers in trusts and how to provide effective Crummey notices. LLCs and Bankruptcies: What Happens When a Member or the Entity Files? #633TW4 Friday, July 7, 1:00 2:00p This program discusses the practical and financial consequences when either an LLC itself or a member of the LLC files for bankruptcy. It covers the enforceability of existing agreements among the members, whether the operating agreement is executory for bankruptcy law purposes, clawback of distributions, transfer restrictions and much more Fiduciary Litigation Update #633TW5 Monday, July 10, 1:00 2:00p This annual program provides a wide-ranging update of developments in trust and estate litigation. It covers new torts in fiduciary litigation, claims against trustees, will contests and more. Drafting Stock Purchase Agreements Live Replay from November 1, 2016 #633TW6 Tuesday, July 11, 1:00 2:00p Stock purchase agreements are unlike asset sale agreements. They involve entirely different reps and warranties and implicate capital structure and potentially creditor issues. They also have major tax implications for buyer and seller. This program provides a practical guide to drafting stock purchase agreements. Drafting Independent Contractor Agreements #633TW7 Wednesday, July 12, 1:00 2:00p Independent contractors are distinct from employees. If a worker is an independent contractor, the employer has less tax liability and less liability for contractor misconduct. But the employer also has less ability to control the actions of the worker. This program discusses the intricacies of drafting independent contractor agreements, their major provisions, and how they must differ from employee contracts to preserve limited employer liability Ethics Update Part 1 Live Replay from February 7, 2017 #633TW8 Thursday, July 13, 1:00 2:00p Ethics/Professional Responsibility This wide-ranging annual update discusses developments in ethics and professional responsibility important to your law practice. The program covers conflicts of interest, confidentiality, the impact of technology and law office technology on law practice, and much more Ethics Update Part 2 Live Replay from February 8, 2017 #633TW9 Friday, July 14, 1:00 2:00p Ethics/Professional Responsibility This wide-ranging annual update discusses developments in ethics and professional responsibility important to your law practice. The program covers conflicts of interest, confidentiality, the impact of technology and law office technology on law practice, and much more. Just Between Us: Drafting Effective Confidentiality and Nondisclosure Agreements Live Replay from January 31, 2017 #633T10 Monday, July 17, 1:00 2:00p Transactions of every type, employment, business, commercial, real estate, are often subject to confidentiality and non-disclosure agreements. These agreements are notoriously difficult to police and sometimes enforce. This program discusses the most important provisions of these agreements, common traps, and guidance for enhancing enforceability. Techniques to Restrict Shareholders/LLC Members: The Organizational Opportunity Doctrine, Non-Competes and More #633T11 Tuesday, July 18, 1:00 2:00p Departing employees are not the only threat to a closely held company s success. Often, the departure of a partner in a closely held company is a bigger threat. The challenge is devising a series of equitable and enforceable protections to guard against that risk. This program provides a guide to designing and drafting business and employment agreements and policies to protect closely held companies from unfair competition from departing partners, including effective use of the organizational opportunity doctrine. Post-Mortem Estate Planning Live Replay from November 8, 2016 #633T12 Wednesday, July 19, 1:00 2:00p The program discusses the many ways in which estate planners can proactively shape the way an estate is treated for tax purposes after a client has died. Topics include QTIP elections, GST traps, beneficiary elections and the use of disclaimers, issues on the client s final tax return, the installment method, retirement assets and much more. Default and Eviction of Commercial Real Estate Tenants #633T13 Thursday, July 20, 1:00 2:00p Eviction of commercial tenants is different than residential tenants. Many of the protections of individual tenants are not available to commercial tenants, yet evictions are still subject to certain restrictions. As important as the restrictions of law, are the default and eviction procedures of commercial leases. This program provides detailed coverage of drafting default, cure and eviction provisions of commercial leases. NCBA FOUNDATION CLE BULLETIN 34

6 Ethical Issues for Small Law Firms: Technology, Paralegals, Remote Practice and More #633T14 Friday, July 21, 1:00 2:00p Ethics/Professional Responsibility This program highlights and discusses ethical issues common in small firms. Among other topics, the program discusses the ethical risks of common law office technology, supervising paralegals, shared offices, remote access to files, and more. Trust and Estate Planning Issues in Divorce Live Replay from January 19, 2017 #633T15 Monday, July 24, 1:00 2:00p When a client divorces, carefully planned trust and estate plans come undone or no longer make sense. Unwinding those plans, to the extent possible, and substituting new plans, often involving new spouses and stepchildren in blended families, can be challenging, both at the level of substantive law and in tax consequences. This program provides a guide to trust and estate planning issues when a client divorces. Commercial Paper: Drafting Short-Term Notes to Finance Company Operations #633T16 Tuesday, July 25, 1:00 2:00p Short-term notes are the most common form of debt issued by companies and are crucial to funding closely held companies. This program covers drafting short-term notes/commercial paper, discusses the framework of law under UCC Article 3 governing commercial paper and common traps in the use of these instruments. Curiouser and Curiouser: Planning for and Administering Unusual Assets in Estates and Trusts #633T17 Wednesday, July 26, 1:00 2:00p Many clients have non-standard assets antiques and art, wine collections and firearms, among other items that may be economically valuable but certainly carry value to benefactor and heirs. Planning for and administering these assets can be a great challenge. This program discusses the challenges of catalog and planning for the transfer of these assets and administering them post-mortem. Evidence and Discovery Issues in Employment Law #633T18 Thursday, July 27, 1:00 2:00p This program covers major issues in discovery practice in litigation. It discusses admissibility of evidence gained from social media and text messaging, common hearsay problems, evidence needed to trigger a Cat s Paw theory in retaliation claims, issues in discrimination claims, authentication of electronic information and more. Lawyer Ethics and Texting Live Replay from January 20, 2017 #633T19 Friday, July 28, 1:00 2:00p Ethics/Professional Responsibility Like before it, texting has become mainstream. Clients often ask for and get the mobile numbers of their attorneys and attorneys want to communicate with their clients in that way. Clients often think that it s private and a way to get an immediate response from their attorneys, but there are several ethical issues in texting with clients including confidentiality, the ability to competently advise a client in short messages, the potential loss of the attorney-client privilege, and more. This program discusses ethical issues in the new world of attorneys and clients texting each other. Acquisitions of Subsidiaries and Divisions Live Replay from November 10, 2016 #633T20 Monday, July 31, 1:00 2:00p This program discusses the special issues involved when a client purchases a line, division or subsidiary of a larger business. Among other topics, it covers the transfer of specific assets, contracts, and confidential information, employee transitions, tax issues, major issues when separating an operating business and more. BOOK OF THE MONTH Get a new release or bestseller each month for 20% off! The monthly selection is featured and discounted in the NCBA Foundation CLE Bookstore. Watch for a new discounted title each month. JULY SELECTION North Carolina Estate Administration Manual Supplemented Eighth Edition (2014/2016) Managing Editors: Jessica Mering Hardin and Heidi E. Royal Designed as a comprehensive resource for attorneys and paralegals, the bestselling NC Estate Administration Manual is supplemented to reflect recent changes in the law and includes forms that you won t want to be without! This Supplemented Eighth Edition* continues to be a great procedural guide, improving the quality of probate practice in NC through the use of systematic and uniform procedures. It discusses legislation on the following topics: Administration of decedents estates Elective share and spousal allowance laws Wills Uniform Trust Code Caveat proceeding statutes Purchase the fully searchable electronic manual, including fillable/editable forms and other userfriendly features to help you be more efficient in your Estate practice, or opt to add the hard copy as well! * Supplemented Eighth Edition includes the full 2014 manual with updated content (2016 supplement) already incorporated. For more information, call the Bookstore at , or visit and click on Publications. See order form insert or call to register. 35

7 Register REGISTRATION CATEGORIES The following registration category fees include your State Bar MCLE fee, digital materials and lunch (where included) at the live programs: NCBA Section Members Section members receive a discount off the regular member rate on section-planned CLE programs. If you are not a member of the indicated section and wish to join, you may do so at the time of program registration. NCBA Members Receive reduced registration fees. Full-Time LANC Attorneys (NCBA Members) Attorneys who are full-time Legal Aid attorneys and members of the NCBA may attend most CLE programs at a reduced tuition rate. Please check program brochure for tuition and exceptions. NCBA Paralegal Division Members NCBA non-attorney Paralegal Division members receive reduced registration fees. Please check program brochure for tuition and exceptions. First Year Licensed in NC (NCBA Members) First year attorneys licensed to practice in NC (who are also NCBA members) receive a reduced registration fee of 99 for live and video replay programming (maximum of 7.0 credit hours) in the first year of membership with the NCBA. Some exclusions apply. CLE Passport You must have paid the Passport enrollment fee for that enrollment year. Please note 1 token equals 1 passport hour. This category is subject to certain restrictions. Call the CLE Department for more information. Non-Members Are welcome to register and attend any of the CLE programs. Non-members may join the NCBA and register at the member rate. Purchasing Program Materials Program materials are available after the initial live program date for purchase in the CLE Bookstore. Program materials are available in a digital download, printed format or both when purchased after the live program date. Allow two to four weeks for delivery of printed materials. If you are attending a video replay program and considering purchasing program materials for that program, please read the information under Video Replays. Digital Program Materials Effective July 1, 2015, all CLE program materials are 100% digital. Digital materials will be available to download to your device from your NCBA account up to seven (7) days prior to the CLE program. Please download your materials in advance and bring that device to the CLE program. If you have any questions or would like assistance, please contact the CLE Department. The following registration categories do not include MCLE fees: Judges You must be a member of the NCBA. Clerks of Court You must be a member of the NCBA. Law Professors You must be a full-time professor at an ABAapproved law school, or a law school seeking ABA accreditation, and a member of the NCBA. Law Students and Paralegal Division Students You must be a member of the NCBA Law Student or Paralegal Student Division. CLE Scholarships A limited number of scholarships are available to members in financial need. Contact Membership Services at or akemple@ncbar.org. MCLE Credit The North Carolina Bar Association Foundation (NCBAF) is an accredited CLE sponsor under the Mandatory CLE Regulations promulgated by the Board of Continuing Legal Education of the North Carolina State Bar. These programs have been approved (but not sponsored) by the Board for the designated number of CLE hours. The NCBAF is also an accredited sponsor for mandatory CLE in FOUR EASY WAYS TO REGISTER: PHONE: or FAX: WEB MAIL (Credit Card Only) (Credit Card Only) (Credit Card Only) NCBA Foundation, Attn: Accounting P.O. Box 3688, Cary, NC other states. It remains the responsibility of each attorney to maintain records of his or her attendance at CLE programs for purposes of the annual report required by the State Bar. MCLE credit will be reported only if North Carolina State Bar number is provided. REGISTRATION INFORMATION Registrations (including door registrations) are limited to available space. Available space at the NC Bar Center includes a live overflow room with video simulcast. Your registration form and check must be received one week prior to the program date to qualify for the Early Bird Discount. Registrations received after this time or at the door are charged the regular tuition. Please note: CLE hours and tuition are approximate until individual program brochures are published. In the event of price discrepancies, you will be invoiced for or refunded the difference. Method of Payment and Registration Payment can be made by VISA, MasterCard, American Express or check payable to the North Carolina Bar Association Foundation. Register by phone, fax, mail or online. Please note: CLE Hours and tuition are approximate until individual program brochures are published. In the event of price discrepancies, you will be invoiced for or refunded the difference. Cancellations Cancellations must be received by 9:00a on the third working day prior to the program in order to qualify for a refund (less 75 administrative processing fee). Transfers Registrants wishing to transfer their registrations from a Live program, Video Replay, Webcast, Webinar or Phone/Audio Streaming Program may do so without penalty within three (3) working days after the program concludes. A registration may be transferred ONCE. Registrants may not transfer to or from an Online CLE program, a Webcast or Webinar done with a third-party vendor. Video Replays All program materials for Video Replay programs are 100% digital. Program materials may be downloaded to your device up to seven (7) days from the date of the program. Be sure to bring that device to your Video Replay program. Attendees opting to purchase printed program materials for a Video Replay program MUST call the CLE Department no later than seven (7) days before the program. The materials are sold at NCBA Foundation cost for printing and shipping. The materials will be shipped to the purchaser s address of record in our system. Receipt of the materials cannot be guaranteed by the date of the program: we have no control over mailing timeframes once the materials have shipped. Early registration is requested for Video Replays to ensure space. North Carolina State Bar rules require a minimum number of active State Bar members to register before MCLE credit will be given for a Video Replay. The NCBA Foundation reserves the right to cancel any video program prior to the program date if registrations do not meet this requirement. CLE hours of Video Replays are subject to change. Persons with Disabilities We make every effort to ensure that our programs are held in facilities which are fully accessible to persons with disabilities. If you plan to attend our program and need special facilities or assistance relating to a disability, please contact the CLE Department at least one week prior to the date of the program. See order form insert or call to register. 43

8 NCBA FOUNDATION CLE ORDER FORM CUSTOMER INFORMATION Duplicate this form for additional registrants and make a copy for your records. For MCLE Credit list both: North Carolina State Bar No.: NCBA Member No.: PRINT Full Name: Firm/Agency Name: Business Phone: Street Address: (Necessary for print book orders) City, State, ZIP Code: Business Fax: P.O. Box No.: Check here if new information on any line. I am a: CLE Passport Holder 75 Tuition: Judge (NCBA Member) Clerk of Court (NCBA Member) Law Professor (NCBA Member) 25 Tuition: NCBA Paralegal Student Member NCBA Law Student Division Member PROGRAM ORDER DETAILS Program No. Title Location Date Cost PROGRAM TOTAL: BOOK ORDER DETAILS Book Title Format Cost E-version Print and E-version E-version Print and E-version E-version Print and E-version Book Subtotal: * Free UPS ground shipping. Allow 2-4 weeks for delivery of printed materials. *Shipping and Handling: 7.25% Sales Tax: NOW FREE! BOOK TOTAL: ORDER TOTAL Please enter your program and book totals from the above sections and add together. PROGRAM TOTAL: BOOK TOTAL: PAYMENT Check Enclosed (Payable to the NCBA Foundation) Visa MasterCard American Express ORDER TOTAL: Card No.: Exp. Date: Signature: Please mail this completed form to NCBA Foundation, Attn: Accounting P.O. Box 3688, Cary, NC 27519, or fax to NCBA FOUNDATION CLE BULLETIN 44