2017 KENTUCKY BAR ASSOCIATION / WEBCREDENZA, INC.
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1 2017 KENTUCKY BAR ASSOCIATION / WEBCREDENZA, INC. AUDIO CLE CATALOG CLE CREDIT: Every program in this catalog is entitled to one (1) CLE credit and every program with Ethics in the title is entitled to Ethics credit. Hundreds of Topics for Your Practice: Convenience Quality Mobile Choose from a large library of topics specifically created for your practice needs. Simply choose the programs that you need and we will you the MP3s: Business law Ethics / Professional Responsibility LLC S Corps, and partnerships Employment law Estate & trust planning Tax planning and controversy Real estate Bankruptcy / distressed businesses Non-profit law And much more! AUDIO MP3 Files: Special Pricing for Multi-Packs! Every time you order three or six programs you get a special discount. You pick what works for you: Any SIX programs for $359 (savings of 15% off the regular price) Any THREE programs for $189 (savings of 10% off the regular price) Any one program for $69 MP3 FILES Practical Learning Right to Your ! MP3 files are audio files which we to you. Click on the MP3 file and it opens on your computer. Listen to it on your PC or Mac, burn it to a CD, or transfer it to your smartphone or tablet it s easy, convenient and quick! How to Order: There are three ways to order: Fax: Complete the order form and return and fax to: Scan the order form below and it to: service@webcredenza.com Call: Call Customer Service Team at and place your order. Delivery of MP3s: Same Day Delivery of MP3s: MP3s will be delivered to you by the same day we receive the order, if they are received by 1PM Central. Orders received after 1PM Central will be ed the next business day. No waiting, no shipping costs! Compliance Deadline: June 30, 2017 is your compliance deadline. All MP3 orders received by 1PM Central will be ed to you on June 30th. We cannot guarantee that orders placed after 1PM Central will be shipped on June 30, Questions: If you have any questions, please or call Customer Service or service@webcredenza.com
2 ORDER FORM Name: Firm Name: Shipping Address: City State: Zip Code: Phone: MP3 files will be ed within 24 hours. Payment Information: Type of Credit Card (Visa/MC/AMEX accepted): Credit Card Number: Expiration Date: 3 Digit Code: MP3 TITLES: (NOTE: Every program in this catalog is entitled to one (1) CLE credit and every program with Ethics in the title is entitled to Ethics credit.) Name of Program: Program #: PLACE ORDER: Fax to: , or to: service@webcredenza.com QUESTIONS? Please Customer Service or service@webcredenza.com CATALOG OF TITLES
3 Select from the topics below. Please remember to include the date of each of your selections on the order form. NOTE: Every program in this catalog is entitled to one (1) CLE credit and every program with Ethics in the title is entitled to Ethics credit. BUSINESS LAW (See also Limited Liability Companies and Tax Planning & Controversy below) Asset Purchase: Asset Purchase Deals, Part 1 ( ) Asset Purchase Deals, Part 2 ( ) Business Divorce: Business Divorce: When Business Partners Part Ways, Part 1 ( ) Business Divorce: When Business Partners Part Ways, Part 2 ( ) Boards of Directors and Fiduciary Issues: Successor Liability in Transactions ( ) Modifying Fiduciary Duties in LLCs ( ) Director and Officer Fiduciary Duties & Liability ( ) Piercing the Entity Veil: Individual Liability for Business Acts ( ) Charging Orders: Charging Orders in Business Transactions (8.9.16) Choice of Entity: Advanced Choice of Entity, Part 1 ( ) Advanced Choice of Entity, Part 2 ( ) Choice of Entity for Service Businesses (2.4.16) Contracts: Drafting Reps and Warranties in Business Transactions ( ) Letters of Intent in Transactions - Framing a Deal & Avoiding Liability ( ) Drafting Confidentiality & Nondisclosure Agreements ( ) Drafting Services Agreements in Business (9.2.15) Choice of Law and Choice of Forum in Contracts ( ) Preferred Returns, Preferences & Anti- Dilution Mechanisms in Business & Real Estate ( ) Drafting Material Adverse Change (MAC) Clauses ( ) Liquidated Damages in Contracts ( ) Fiduciary Standards in Business Transactions: Good faith and Fair Dealing ( ) "Saying Just Enough, But Not Too Much": Letters of Intent in Business Transactions (1.7.17) Just Between Us: Drafting Effective Confidentiality & Non-disclosure Agreements ( ) Drafting Stockholders' Agreements, Part 1 ( ) Drafting Stockholders' Agreements, Part 2 ( ) Management & Information Control Issues in Closely Held Companies: Strategies, Conflicts and Drafting Consideration (3.2.17) Rescission in Business Transactions: How to Fix Something That s Gone Wrong ( ) Compensation: Incentive Compensation in Business Entities, Part 1 ( ) Incentive Compensation in Business Entities, Part 2 ( ) Distressed Businesses: Buying and Selling Distressed Businesses, Part 1 ( ) Buying and Selling Distressed Businesses, Part 2 ( ) Escrow: Escrow Agreements in Business Transactions ( )
4 Family Businesses: Sales of Family Businesses: An Interdisciplinary Approach, Part 1 ( ) Sales of Family Businesses: An Interdisciplinary Approach, Part 2 ( ) Finance: Warrants, Options & Other Incentives in Business Transactions ( ) Tricks and Traps in the Assumption of Liabilities in Transactions ( ) Indemnification Provisions in Contracts ( ) Drafting Preferred Stock/Preferred Returns ( ) Capital Contributions, Capital Calls & Finance Provisions in Companies ( ) Negotiating & Drafting Real Estate Loan Documentation, Part 1 (3.7.17) Negotiating & Drafting Real Estate Loan Documentation, Part 1 (3.8.17) Joint Ventures: Joint Ventures in Businesses, Part 1 ( ) Joint Ventures in Businesses, Part 2 ( ) Like-Kind Exchanges: Like-Kind Exchanges of Business Interests ( ) Limited Partnerships: Drafting Limited Partnership Agreements, Part 1 ( ) Drafting Limited Partnership Agreements, Part 2 ( ) Mergers, Acquisitions, and Major Transactions: Buy-Sell Agreements, Part 1 ( ) Buy-Sell Agreements, Part 2 ( ) Drafting Stock Purchase Agreements ( ) Post-Closing Adjustments & Issues in Business Transactions ( ) Planning Due Diligence in Business Transactions (4.5.16) Drafting Stock Purchase Agreements ( ) Acquisitions of Subsidiaries and Divisions ( ) LLC, Partners, LP & Pass-through Mergers, Part 1 ( ) LLC, Partners, LP & Pass-through Mergers, Part 2 ( ) From One Thing to Another: Business Entity Conversions & Domestication ( ) Minority Ownership Stakes: Structuring Minority-Stake & "Class B" Interests in Business Arrangements ( ) Structuring Minority Interests in Businesses ( ) Outsourcing: Outsourcing Agreements (7.1.15) Sales to Employees: Selling Closely-Held Companies to Employees, Part 1 ( ) Selling Closely-Held Companies to Employees, Part 2 ( ) Securities Law: Fundamentals of Securities Law, Part 1 ( ) Fundamentals of Securities Law, Part 2 ( ) Single Member LLC: Planning with Single Member LLCs, Part 1 ( ) Planning with Single Member LLCs, Part 2 ( ) S Corporations: Drafting C and S Corp Stockholder Agreements, Part 1 ( ) Drafting C and S Corp Stockholder Agreements, Part 2 ( ) Business Planning with S Corps, Part 1 ( ) Business Planning with S Corps, Part 2 ( )
5 Tax: Planning to Obtain Tax Free Treatment in Business Combinations ( ) Tax Traps in Business Formations ( ) SALT: How State & Local Tax Impacts Major Business Transactions ( ) Valuation: Business Valuation in Transactional Documents: Formulas, Comps & the Market ( ) Voting: Management and Voting Agreements in Businesses ( ) CONSTRUCTION LAW Construction Agreements, Part 1 (8.4.15) Construction Agreements, Part 2 (8.5.15) EMPLOYMENT LAW, LITIGATION, AND COUNSELING ADA and Age Discrimination: 2015 Americans With Disabilities Act Update ( ) 2015 Age Discrimination Update ( ) 2016 Americans With Disabilities Act Update ( ) Contracts, Handbooks, Hiring & Downsizing: Drafting Employment Agreements, Part 1 ( ) Drafting Employment Agreements, Part 2 ( ) Drafting Effective Employee Handbooks ( ) Employees, Secrets and Competition: Non-Competes and More ( ) Drafting Sales Agents Agreements ( ) Drafting Employment Separation Agreements ( ) Managing Employee Leave ( ) The Law of Background Checks - What Clients May/May "Check" ( ) Drafting Employee Handbooks (6.2.17) Family & Medical Leave Act: 2015 FMLA Update ( ) Independent Contractors: Drafting Independent Contactor Agreements ( ) Employees v. Independent Contractors: Employment & Tax Law Issues ( ) Retaliation: 2016 Retaliation Claims in Employment Law Update ( ) Religion: 2015 Religion in the Workplace: Discrimination & Accommodation Update ( ) Technology in the Workplace: Employees, Social Media, Smartphones, Tablets: Legal Issues for Employers ( ) BYOD (Bring Your Own Device to Work) & Social Media Employment Law Issues in the Workplace ( ) Wage and Hour: Exempt v. Non-Exempt: Overtime & Employer Liability in the Workplace ( ) Overtime, Exempt and Non-Exempt: 2016 Wage and Hour Update, Part 1 (3.2.16) Overtime, Exempt and Non-Exempt: 2016 Wage and Hour Update, Part 2 (3.3.16) 2017 Wage & Hour Update: New Overtime Rules (1.5.17)
6 ESTATE, GIFT & TRUST PLANNING, ADMINISTRATION AND LITIGATION Asset Protection Planning: Asset Protection Planning in Estate Planning ( ) Digital Assets: Estate Planning for Digital Assets ( ) Divorce Issues: Estate Planning for Pre- and Post- Nuptial Agreements ( ) Treatment of Trusts in Divorce (4.7.16) Trust and Estate Planning Issues in Divorce ( ) Educational Expenses: Estate & Trust Planning for Educational Expenses ( ) Elder Law, Family Law and Health Care: Estate Planning for the Elderly, Part 1 ( ) Estate Planning for the Elderly, Part 2 ( ) Estate Planning for Guardianship and Conservatorships ( ) Estate & Income Tax Planning Issues in Divorce ( ) Estate and Trust Planning for Short Life Expectancies ( ) Undue Influence & Duress in Estate Planning (5.9.17) Estate Planning generally: Estate & Trust Planning With the New 3.8% on Income (9.1.15) Estate Planning in 2015: A Look Forward ( ) 2015 Estate Planning Update ( ) Estate Planning in 2016: A Look Forward to Issues in the New Year ( ) 2016 Estate Planning Update (6.6.16) Estate Planning for Liquidity ( ) Post-Mortem Estate Planning ( ) Trust & Estate Planning in 2017: Planning in Uncertain Times ( ) Family Businesses: Estate and Succession Planning with Family Business, Part 1 ( ) Estate and Succession Planning with Family Business, Part 2 ( ) Business Succession Planning for Estate Planners ( ) Firearms: Estate Planning for Firearms ( ) Fiduciary Income Tax: 2015 Fiduciary Litigation Update ( ) Fiduciary Litigation: Will Contests: Common Grounds for Challenges & How to Defeat or Avoid Them ( ) Duress & Undue Influence in Estate & Trust Planning ( ) 2016 Fiduciary Litigation Update (9.9.16) Health Care: Health Care Issues in Estate Planning ( ) Income Tax: Income Tax Issues for Estate Planners, Part 1 ( ) Income Tax Issues for Estate Planners, Part 2 ( ) All About Basis Planning for Trust and Estate Planners (4.5.17) Life Insurance: Planning with Life Insurance Trusts (7.2.15) Non-Traditional Families: Estate & Trust Planning for Nontraditional Families ( ) Privacy: Trust and Estate Planning for Client Privacy in a Public World ( )
7 Portability: Estate planning for Portability ( ) Public Benefits: Role of Public Benefits in Estate Planning ( ) Special Needs Trusts: Drafting Special Needs Trusts ( ) Real Estate: Estate Planning for Real Estate, Part 1 ( ) Estate Planning for Real Estate, Part 2 ( ) Retirement Benefits: Estate Planning with Annuities & Financial Products ( ) Estate Planning for Retirement Assets ( ) Trust Planning & Administration: Trustees: Counseling Clients About Individual and Institutional Alternatives ( ) Role of Trust Protectors & Trust Advisers in Estate Planning ( ) Drafting Trust Distribution Clauses: Health, Education & Maintenance ( ) Estate & Tax Planning for Estates under the $10 Million Exemption Amount ( ) Special Issues in Small Trusts ( ) Decanting and Otherwise Fixing Broken Trusts ( ) Trusts and Planning: Managing Family Conflicts ( ) Drafting Trusts for the Long-Term (4.1.16) Understanding and Counseling Trustees About Their Duties, Part 1 (5.4.16) Understanding and Counseling Trustees About Their Duties, Part 2 (5.5.16) Choosing the Right Trust for Client Goals ( ) Use of Trust Protectors in Trust and Estate Planning ( ) Wills: Trusts & Distributions: All About Non- Pro-Rata Distributions (3.1.17) BDITs: Beneficiary Defective Inheritor's Trusts - Reducing Taxes, Retaining Control ( ) Funding Trusts: Asset Planning & Financing Distributions (5.2.17) Drafting Gun Wills & Trusts - and Preventing Executor Liability ( ) Decanting and Otherwise Fixing Broken Trusts ( ) Ethical Wills: Drafting Wills to Reflect Client Values ( ) (NOTE: not an ethics program) Settlement Agreements in Estate & Probate Disputes ( ) Estate Planning for Religious and Philosophical Beliefs of Clients ( ) Planning to Prevent Trust, Estate and Will Contests ( ) ETHICS AND PROFESSIONAL RESPONSIBILITY (All programs in this category are entitled to ethics credit.) General: 2016 Ethics Update, Part 1 (2.2.16) 2016 Ethics Update, Part 2 (2.3.16) How Ethics Rules Still Apply When Lawyer s Act as Non-Lawyers (3.4.16) Ethical Issues When Changing Law Firms (3.9.16) The Ethics of Creating Attorney- Client Relationships in the Electronic Age ( ) Ethics and Identifying Your Client: It s Not Always 20/20 ( ) Ethics and Dishonest Clients ( ) Ethics and Confidentiality: What You Can Disclose, What You Must Disclose ( ) 2017 Ethics Update, Part 1 (2.7.17) 2017 Ethics Update, Part 2 (2.8.17) Ethics in Negotiations ( )
8 Ethics of Co-Counsel & Referral Relationships ( ) The Ethics of Supervising Other Lawyers ( ) Business: Ethics of Going Into Business With Clients ( ) Attorney Ethics in Transactional & Litigation Negotiations ( ) Legal Ethics in Contract Drafting ( ) Civil Rights: Civil Rights and Diversity: Ethics Issues ( ) Conflicts: Ethics & Conflicts with Clients, Part 1 ( ) Ethics & Conflicts with Clients, Part 1 ( ) Ethics and Drafting Effective Conflict of Interest Waivers (5.4.16) Elderly Clients: Ethical Issues When Representing the Elderly ( ) Ethics of Representing the Elderly ( ) Litigation and ADR: 2016 Ethics in Litigation Update, Part 1 (6.7.16) 2016 Ethics in Litigation Update, Part 1 (6.7.16) Ethics, Disqualifications & Sanctions ( ) Ethics and Joint Representations ( ) Ethics and Pre-Trial Investigations (9.8.15) Ethics & Tribunals: Communicating With the Courts & Government Agencies ( ) Ethics in Claims and Settlements ( ) Ethics of Preparing Witnesses ( ) The Ethics of Bad Facts: The Duty to Disclose to the Tribunal ( ) Lawyer Ethics and Investigations for and of Clients ( ) Ethics in Discovery Practice ( ) 2017 Ethics in Civil Litigation Update, Part 1 (6.6.17) 2017 Ethics in Civil Litigation Update, Part 2 (6.6.17) Money: Attorney Ethics & the Use of Credit Cards in Law Firms ( ) The Ethics of Billing & Collecting Attorneys' Fees ( ) Ethics and Client Money: Trust Funds, Expenses, Setoffs & More ( ) Lawyer Ethics When a Client Won t Pay Your Fees ( ) Ethics and Keeping Secrets or Telling Tales in Joint Representations ( ) Lawyer Ethics & Credit Cards ( ) Paralegals: Ethics and Keeping Your Paralegal and Yourself Out of Trouble ( ) Practice Specific Areas: Ethics for Transactional Lawyers ( ) Ethics for Estate Planners ( ) Ethics for Real Estate Lawyers ( ) Practice Management: Ethics and Lateral Transfers of Lawyers Among Law Firms ( ) Ethics and the Attorney Client Privilege ( ) Ethics and Establishing and Ending an Attorney-Client Relationship ( ) Lawyer Ethics and Disputes with Clients ( ) Ethics in Billing & Collecting Fees ( ) Lawyer Ethics and Client Development (5.2.17) Professionalism Professionalism for the Ethical Lawyer ( )
9 Solo and Small Firms: Ethical Issues in Buying, Selling or Transferring a Law Practice ( ) Technology: Ethics of Maintaining Client Confidences in a Digital World ( ) Ethics, and Law Practice ( ) Ethics & Digital Communications ( ) Ethics, Remote Networks, the Cloud, Smartphones & Working from Anywhere ( ) Ethics and Virtual Law Practices ( ) Ethics and Social Media: Current Developments ( ) Ethics and Cloud Computing ( ) Lawyers and Ethical Issues in Practice ( ) Ethics and Artificial Intelligence in Law Practice Software & Tools ( ) FRANCHISE LAW Understanding and Reviewing Franchise Agreements, Part 1 ( ) Understanding and Reviewing Franchise Agreements, Part 1 ( ) HEALTH CARE LAW What Business Law Practitioners Need to Know About ACA (1.5.16) INTELLECTUAL PROPERTY & INFORMATION TECHNOLOGY: Reviewing and Drafting IT Agreements ( ) What Business Lawyers Need to Know About Licenses, Part 1 (7.7.16) What Business Lawyers Need to Know About Licenses, Part 2 (7.8.16) DTSA: Protecting Employer Secrets After the New Defend Trade Secrets Act ( ) LIMITED LIABILITY COMPANIES Mergers, Conversions and Sales: Buying & Selling Partnership/LLC Interests - Economic, Management & Tax Issues ( ) Selling an LLC Interest Including Unexpected Tax Consequences (9.7.16) Operating Agreements: Drafting LLC/Partnership Operating Agreements, Part 1 ( ) Drafting LLC/Partnership Operating Agreements, Part 2 ( ) Drafting in LLCs - the Promise & Perils of "Units" (2.1.17) LLC Operating Agreements: Drafting Management, Distribution & Tax Provisions, Part 1 ( ) LLC Operating Agreements: Drafting Management, Distribution & Tax Provisions, Part 1 ( ) LLC Operating Agreements: Drafting Management, Distribution & Tax Provisions, Part 2 ( ) Single Member LLCs: Planning with Single Member LLCs, Part 1 ( ) Planning with Single Member LLCs, Part 2 ( ) Series LLCs: Business Planning with Series LLCs (7.7.15) LITIGATION: Drafting Settlement Agreements in Litigation ( ) Drafting Demand Letters ( ) 2016 Attorney-Client Privilege Update ( ) Drafting Demand Letters ( ) Settlement Agreements in Employment Disputes & Litigation ( )
10 NON-PROFIT LAW Governance for Nonprofits ( ) Structuring For-Profit/Non-Profit Joint Ventures ( ) 2015 Nonprofit/Exempt Organization Update ( ) 2016 Nonprofit Law/Exempt Organizations Update ( ) Fiduciary Duties and Liability of Nonprofit/Exempt Organization Directors ( ) Choice of Entity for Nonprofits & Obtaining Tax Exempt Status ( ) REAL ESTATE Buy/Sell: Due Diligence in Real Estate Acquisitions (8-2-16) Buying/Selling Commercial Real Estate, Part 1 ( ) Buying/Selling Commercial Real Estate, Part 2 ( ) Condos: Condominium Agreements, Part 1 ( ) Condominium Agreements, Part 2 ( ) Deal Documentation: Options in Real Estate Transactions - Buying Time to Decide & Wait and See ( ) Restrictive & Protective Covenants in Real Estate ( ) Easements in Real Estate ( ) Rights of First Refusal/Rights of First Offer in Transactions (9.4.15) Drafting Reps and Warranties in Real Estate Acquisitions & Projects ( ) Indemnification & Hold Harmless Agreements in Business & Real Estate ( ) Guarantees in Real Estate Transactions (2.9.16) Opinion Letters in Real Estate ( ) Letters of Intent in Real Estate Transactions ( ) Options in Real Estate: Scope, Modifications, Purchase, Rights of First Refusal, and First Offer (6.8.17) Development: Choice of Entity in Real Estate (6.2.16) Homeowner Agreements for Developers & Project Owners ( ) Real Estate Development Agreements, Part 1 ( ) Real Estate Development Agreements, Part 2 ( ) Eminent Domain: Eminent Domain, Part 1 ( ) Eminent Domain, Part 1 ( ) Finance: Structuring an Equity Investment in Real Estate ( ) Real Estate Finance, Part 1 ( ) Real Estate Finance, Part 2 ( ) Joint Ventures Between For-Profits and Non-Profits ( ) Escrow Agreements in Real Estate ( ) Fraud: Spotting & Preventing Fraud in Real Estate Transactions ( ) Insurance & Title Insurance: Essential Title Examination in Real Estate & Curing Defects ( ) Insurance and Indemnity in Real Estate ( ) Joint Ventures: Joint Ventures in Real Estate, Part 1 ( ) Joint Ventures in Real Estate, Part 2 ( ) Leases: Negotiating and Drafting Issues with Small Commercial Leases ( ) Sub-leasing & Assignments, Part 1 ( ) Sub-leasing & Assignments, Part 2 ( )
11 Drafting and Reviewing Commercial Leases, Part 1 ( ) Drafting and Reviewing Commercial Leases, Part 2 ( ) Understanding and Drafting Ground Leases, Part 1 ( ) Understanding and Drafting Ground Leases, Part 2 ( ) Retail Leases: Drafting Tips & Negotiating Traps (4.4.17) Drafting Subleases & Assignments in Commercial Real Estate, Part 1 ( ) Drafting Subleases & Assignments in Commercial Real Estate, Part 2 ( ) Like-Kind Exchanges: Advanced Planning for Like-Kind Exchanges of Real Estate, Part 1 ( ) Advanced Planning for Like-Kind Exchanges of Real Estate, Part 2 ( ) Like Kind-Exchange of Business Interests - It's Not Just About Real Estate ( ) Management: Management Agreements in Real Estate ( ) Property Management Agreements in Commercial Real Estate ( ) Restructuring: Workout of Defaulted Real Estate Project ( ) Buying and Selling Distressed Real Estate, Part 1 ( ) Buying and Selling Distressed Real Estate, Part 2 ( ) Tax: Tax Planning for Real Estate, Part 1 ( ) Tax Planning for Real Estate, Part 2 ( ) TAX PLANNING AND CONTROVERSY Innocent & Injured Spouse Defenses to Joint Tax Liability ( ) Offers-in-Compromise: Settling Tax Liability for Individuals and Business Owners ( ) UNIFORM COMMERCIAL CODE Generally: 2015 UCC Update: Secured Transactions, Notes, Sales, and More ( ) 2016 UCC Update Secured Transactions, Notes, Leases, Sales & More (1.8.16) 2017 Uniform Commercial Code Update - Everything You Need to Know About the Past Year ( ) UCC Issues in Real Estate ( ) Asset-based Finance: Asset Based Finance, Part 1 ( ) Asset Based Finance, Part 2 ( ) Taking a Credit Interest in Stock or Membership Interest (5.2.16) Consumer Finance: Selling to Consumers: Sales, Finance, Warranty & Collection Law, Part 1 ( ) Selling to Consumers: Sales, Finance, Warranty & Collection Law, Part 2 ( ) Promissory Notes: Drafting Promissory Notes to Enhance Enforceability ( ) Sales: UCC 2A: Drafting Sales of Goods Contracts (4.8.16) Secured Transactions: Secured Transactions Practice: Security Agreements to Foreclosures, Part 1 ( ) Secured Transactions Practice: Security Agreements to Foreclosures, Part 2 ( )
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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
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