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Live From Your Device

Check out these NCBA programs available to attend live from your desk—or wherever you may be!  All of these programs are treated as live programming for MCLE credit purposes. Attend from your desktop, laptop, tablet or phone:

·         Webcasts range from one hour programs to multi-day events. In addition to a live audio/video feed of the presentation, you will also have access to program manuscript. You will be able to ask questions of the speakers directly and participate in the discussion from your online classroom. Our moderators will refer your questions to the speaker(s).

·         Webinars are short programs and generally do not feature speaker video. You will have access to audio of the speaker and will see the presentation materials on screen, in addition to being able to ask questions to the speaker in real time.

·         Phone/Audio Streaming Programs are programs that you can listen to from either a telephone, desktop or mobile device.  These programs do not include video or presentation materials so you do not need to be viewing a screen in order to attend. You will have access to the program manuscript in your online classroom, and you can ask the speaker questions in real time.


Webcasts
Collapse 2020 Fundamentals of Employment Law

Live Cary | North Carolina Bar Center
Tuesday, February 18, 2020

Available formats

   

Employment law is critically important to businesses and to the general public, as the rights and responsibilities of employers and employees continually develop and evolve. The United States Congress and the North Carolina General Assembly continue to change the laws and judicially- interpreted nuances of employment law continue to expand.

This program provides a general overview and explanation of basic issues in each of the major areas that employment lawyers regularly address.

  • Experienced practitioners presenting their practical knowledge and viewpoints
  • Detailed papers with citations to case law, statutes and applicable regulations
  • A basic primer and useful update condensed into one CLE that you can access in‐person or online

Planned by the NCBA Labor & Employment Law Section

Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

Formats Available: WEBCAST Tuesday, February 18, 2020 | #916LWC, LIVE CARY Tuesday, February 18, 2020 | #916FEL
Original Product Date: February 18, 2020
On-Demand Release Date: Available Now

Approved Credit:
  • NC Bar: 7.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total)

  • MORE INFOMORE INFO 2020 Fundamentals of Employment Law
    Collapse 23 Mistakes Experienced Drafters Usually Make

    Live Cary | North Carolina Bar Center
    Friday, February 14, 2020

    Available formats

       

    Who taught you to draft a contract, to create defined terms, how to establish specific legal consequences, which words to prefer, and which words to avoid?

    The truth is that, when it comes to drafting contracts, most of us are "winging it," so, predictably, most contracts are plagued with mistakes.

    The good news is that we always learn more from mistakes, and we can learn plenty by examining drafting mistakes other experienced lawyers have made!

    Using drafting mistakes from a recent high-profile merger agreement, we'll analyze and critique 23 typical stylistic and substantive drafting errors experienced lawyers usually make in contracts for all kinds of transactions, including mergers and acquisitions, contracts for the sale of goods and services, licenses, real estate contracts, settlement agreements, employment and consulting agreements, and partnership agreements.

    Whatever your current level of experience in drafting contracts, you'll learn highly practical techniques to enhance your drafting skills, avoid critical errors, and improve the quality of your work.

    Click on the "In Depth" tab for tuition, location, hotel and speaker information.

    ABOUT THE SPEAKER: 

    Lenné Eidson Espenschied practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses.

    She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 2nd Ed. 2015) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011).

    After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at Sutherland, Asbill & Brennan; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting.

    She is a frequent speaker at continuing legal education seminars and provides private training at law firms and corporate legal departments. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice.

    Formats Available: WEBCAST Friday, February 14, 2020 | #941LWC, LIVE CARY Friday, February 14, 2020 | #941BCD
    Original Product Date: February 14, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 4.50 hours General, 1.50 hours Ethics/Professional Responsibility

  • MORE INFOMORE INFO 23 Mistakes Experienced Drafters Usually Make
    Collapse A Day in the Life: The Varied Adventures of In-House Counsel (2020 Corporate Counsel Section Annual Meeting)

    Live Cary | North Carolina Bar Center
    Friday, January 31, 2020

    Available formats

       

    Wouldn’t it be great if legal issues came across your desk in clearly defined categories?

    "Employment issue," "data privacy violation" and "potential discovery pitfalls" are not labels that accompany the facts our clients bring us each day. As in-house counsel, no two days look alike. Regardless of the size of your sole clients or your in-house legal department, you often have to play the generalist and flag a variety of issues (even if you eventually pass them on to a colleague or outside counsel).

    Circulated to registrants in advance, a hypothetical scenario describing the woes of the Nutten Getenthru Security company — a small but growing residential and commercial security and surveillance technology operation — sets the stage to discuss some of the "adventures" we face as in-house counsel. Dissection and analysis of issues detailed in the hypothetical provides an opportunity to flex your legal generalist skills and touch on a variety of legal issues that arise from a single set of facts.

    The Corporate Counsel Section of the NCBA welcomes the many in-house counsels across our state to attend this can’t-miss CLE. This all-day event features six practical sessions and numerous opportunities to network, including over lunch and during an extended networking break.

    Planned by the NCBA Corporate Counsel Section

    Satisfies NC State Bar Technology Training requirement

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Friday, January 31, 2020 | #817LWC, LIVE CARY Friday, January 31, 2020 | #817CCM
    Original Product Date: January 31, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 5.00 hours General, 1 hour Ethics/Professional Responsibility, 1 hour Technology Training

  • MORE INFOMORE INFO A Day in the Life: The Varied Adventures of In-House Counsel (2020 Corporate Counsel Section Annual Meeting)
    Collapse A Downturn is Coming!!! (2020 Real Property Hot Topics)

    Live Cary | North Carolina Bar Center
    Friday, February 21, 2020

    Available formats

       

    We have been in an up market for one of the longest periods in history, but markets are cyclical. It may not come today or six months from now, but a downturn is coming.

    Since the Great Recession, hundreds of attorneys have begun doing real estate work, and being prepared for the next downturn will help you and your practice weather the inevitable changes that a worsening economy brings.

    Planned by the NCBA Real Property Section

    Satisfies NC State Bar Technology Training requirement

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Friday, February 21, 2020 | #838LWC, LIVE CARY Friday, February 21, 2020 | #838RPP
    Original Product Date: February 21, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 6.00 hours Real Property Law Specialization , 5.00 hours General, 1 hour Ethics/Professional Responsibility, 1 hour Technology Training

  • MORE INFOMORE INFO A Downturn is Coming!!! (2020 Real Property Hot Topics)
    Collapse Basics of Estate Administration

    Live Cary | North Carolina Bar Center
    Thursday, February 6, 2020

    Available formats

       

    Estate administration can be a lengthy and complex process rife with potential pitfalls and costly missteps. Even the most seemingly straightforward case can quickly become challenging to navigate.

    So, where do you start?

    • What documentation do you need?
    • Which of the decedent’s assets are subject to administration and which are not?
    • What paperwork needs to be filed (and when)?

    Get the answers to these and many other practical questions as seasoned practitioners guide you through the mechanics of the entire process, from file organization to final distribution of assets.

    This can’t-miss program is designed to help you master the basics of estate administration in North Carolina, including the following essential concepts:

    • Exceptions to formal estate administration
    • Pre-qualification, qualification and post-qualification procedures
    • Handling various types of assets, including business assets and retirement accounts
    • Preparing and filing inventories, annual accounts and final account of the decedent’s estate, including distributions and apportionment considerations
    • Overview of federal estate tax issues
    • Filing requirements and other matters pertaining to the decedent’s tax returns

    To facilitate continuous skill development and conceptual reinforcement long after the program concludes, attendees receive a digital copy of the bestselling North Carolina Estate Administration Manual, 9th Edition, fully update with the new 2020 supplement.

    Planned by the NCBA Estate Planning & Fiduciary Law Section

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Thursday, February 6, 2020 | #751LWC, LIVE CARY Thursday, February 6, 2020 | #751BEA
    Original Product Date: February 06, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.75 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 6.75 hours Estate Planning and Probate Law Specialization

  • MORE INFOMORE INFO Basics of Estate Administration
    Collapse Basics of Will and Revocable Trust Drafting

    Live Cary | North Carolina Bar Center
    Friday, February 7, 2020

    Available formats

       

    In this program, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts.

    The program is designed primarily for attorneys, paralegals, legal assistants, trusts officers and accountants who have limited experience in this area of practice, and it also serves as an excellent refresher course for more experienced attorneys.

    Participants receive an overview of estate planning objectives and basic estate planning documents (including powers of attorney), an opportunity to discuss key issues relating to drafting wills and drafting and funding revocable trusts, and a summary of tax and non-tax considerations that influence drafting.

    Planned by the NCBA Estate Planning & Fiduciary Law Section

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Friday, February 7, 2020 | #752LWC, LIVE CARY Friday, February 7, 2020 | #752BWD
    Original Product Date: February 07, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 6.00 hours Estate Planning and Probate Law Specialization

  • MORE INFOMORE INFO Basics of Will and Revocable Trust Drafting
    Collapse Construction Law Potpourri: An Assortment of "Trends and Changes" Topics Requested by Our Members (2020 Construction Law Winter CLE)

    Live Cary | North Carolina Bar Center
    Thursday, February 20, 2020

    Available formats

       

    Designed to address a variety of topics, this program serves as construction law potpourri of sorts, and addresses an assortment of trends and changes in the field.

    These topics, chosen by the section members, include basic lien law at the forefront of a dispute, the bankruptcy considerations at the tail end of a dispute and everything in between.

    Each session provides practical information for the everyday practice of construction law.

    Planned by the NCBA Construction Law Section

    Satisfies NC State Bar Technology Training requirement

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Thursday, February 20, 2020 | #837LWC, LIVE CARY Thursday, February 20, 2020 | #837CLP
    Original Product Date: February 20, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 5.00 hours General, 1 hour Ethics/Professional Responsibility, 1 hour Technology Training

  • MORE INFOMORE INFO Construction Law Potpourri: An Assortment of "Trends and Changes" Topics Requested by Our Members (2020 Construction Law Winter CLE)
    Collapse Core Curriculum for Complex Business Litigators (2020 Antitrust & Complex Business Disputes Law Section Annual Meeting)


    Live Cary | North Carolina Bar Center
    Thursday, February 13, 2020

    Available formats

       

    This must-attend program takes deep dives into six substantive areas of law, selected because of their increasing impact on complex business litigation and corporate transactions.

    Business litigators can expect to hone their skills and better serve their clients by gaining a deeper understanding and top-of-mind awareness of:

    • North Carolina’s economic loss rule, as applied in recent federal- and state-court decisions;
    • Arbitration as an efficient and effective means of resolving complex business disputes;
    • Recent trends in state and federal enforcement of antitrust laws and related investigations;
    • Methods of effectively valuing business interests and issues that arise in preparing and testing those valuations in litigation and other dispute-resolution contexts;
    • Ethical issues that arise in disputes involving small, closely held businesses; and
    • The role that receivership plays as a potential remedy in complex business litigation.

    The program culminates with a "view from the bench" panel of the North Carolina Business Court Judges. During this presentation, practitioners gain uniquely valuable insights into the Court’s perspectives and get an opportunity to have their own questions addressed by the judges.

    Planned by the NCBA Antitrust & Complex Business Disputes Law Section

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Thursday, February 13, 2020 | #835LWC, LIVE CARY Thursday, February 13, 2020 | #835ATM
    Original Product Date: February 13, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 7.25 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 6.50 hours General, 0.75 hours Ethics/Professional Responsibility

  • MORE INFOMORE INFO Core Curriculum for Complex Business Litigators (2020 Antitrust & Complex Business Disputes Law Section Annual Meeting)
    Collapse Criminal Justice Hot Topics (2020 Criminal Justice Section Annual Meeting)

    Live Cary | North Carolina Bar Center
    Friday, January 24, 2020

    Available formats

       

    Whether you focus on district court, superior court or federal court, everyone is sure to benefit from the variety of topics presented at this program by an all-star lineup of speakers, including informative discussion and valuable insight about the following pertinent issues:

    • The evolving landscape of legalized hemp in North Carolina and its potential impact on criminal law
    • How to proceed when your state case may go federal
    • Tools for bail reform and efforts to change the bail system in several counties
    • Key issues in asset forfeiture
    • When and why the Attorney General’s Office and the State Bureau of Investigation may step into a case
    • DWI case law update highlighting key recent decisions from the appellate courts

    You also won’t want to miss the unique opportunity to hear an ethics presentation from Superior Court Judge Carl Fox.

    Planned by the NCBA Criminal Justice Section

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Friday, January 24, 2020 | #834LWC, LIVE CARY Friday, January 24, 2020 | #834CJM
    Original Product Date: January 24, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 6.00 hours Criminal Law Specialization, 5.00 hours General, 1 hour Ethics/Professional Responsibility

  • MORE INFOMORE INFO Criminal Justice Hot Topics (2020 Criminal Justice Section Annual Meeting)
    Collapse Election Law, Money and Regulation in the Land of Fake News, Hyperpartisanship and the Twittersphere (2019 Constitutional Rights & Responsibilities Section Annual Meeting)

    Live Cary | North Carolina Bar Center
    Friday, December 13, 2019

    Available formats

       

    Actions by the U.S. Supreme Court and North Carolina’s judiciary, legislative and executive branches have dramatically transformed election and campaign finance law over the past several years. As a result, the conduct of North Carolina’s political campaigns and elections are permanently altered.

    This program examines these changes and what they mean for the future, equipping you with the knowledge to execute the following skills:

    • Instruct your political, business and individual clients on permissible issue advocacy, election and campaign practices, and on guarding against the opposition’s actions
    • Properly advise your clients on complying with new campaign and reporting landscapes
    • Understand North Carolina’s major election law changes and important 2018-2019 court decisions

    Planned by the NCBA Constitutional Rights & Responsibilities Section

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Friday, December 13, 2019 | #907LWC, LIVE CARY Friday, December 13, 2019 | #907CRM
    Original Product Date: December 13, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.25 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 4.75 hours General, 1.50 hours Ethics/Professional Responsibility

  • MORE INFOMORE INFO Election Law, Money and Regulation in the Land of Fake News, Hyperpartisanship and the Twittersphere (2019 Constitutional Rights & Responsibilities Section Annual Meeting)
    Collapse Ethical Practice in a Technological World

    Live Cary | North Carolina Bar Center
    Friday, December 6, 2019

    Available formats

       

    Technology is rapidly transforming the practice of law. From data security and online information exchange to social media and artificial intelligence tools, technology has become an integral part of the legal profession. The use of technology not only presents a new set of challenges but, for better or for worse, can also have a real impact on attorney mental health.

    Featured speaker Ed Walters — CEO and co-founder of Fastcase, one of the largest online law libraries in the world — has embraced technology as a tool to help lawyers practice faster and smarter. Drawing from his extensive experience, Ed discusses the myriad of ethical and professional challenges that lawyers face in today’s technological world.

    Also, participate in an engaging dialogue of hypotheticals as panelists examine cutting-edge issues involving legal ethics and technology, such as safeguarding client confidentiality and using cryptocurrency and artificial intelligence tools for law practice.

    Satisfies NC State Bar Technology Training requirement

    Planned by the NCBA Future of Law and Professionalism Committees

    Click on the "In Depth" tab for tuition, location, hotel and speaker information.

    ABOUT THE KEYNOTE SPEAKER: 

    Edward J. "Ed" Walters is the CEO of Fastcase, a legal publishing company based in Washington, D.C. Fastcase is one of the world’s fastest-growing legal publishers, serving more than 900,000 subscribers from around the world.

    Before founding Fastcase, Ed worked at Covington & Burling, in Washington D.C. and Brussels, where he advised Microsoft, Merck, SmithKline, the Business Software Alliance, the National Football League and the National Hockey League. His practice focused on corporate advisory work for software companies and sports leagues, and intellectual property litigation.

    Formats Available: WEBCAST Friday, December 6, 2019 | 892LWC, LIVE CARY Friday, December 6, 2019 | #892ETH
    Original Product Date: December 06, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 5.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 4.00 hours Ethics/Professional Responsibility, 1 hour Substance Abuse/Mental Health (SA/MH), 4.00 hours Technology Training

  • MORE INFOMORE INFO Ethical Practice in a Technological World
    Collapse Insurance and More (2020 Insurance Law Section Annual Meeting)

    Live Cary | North Carolina Bar Center
    Thursday, January 30, 2020

    Available formats

       

    The Insurance Law Section hosts its seventh annual CLE program on January 30, 2020.

    Join us to learn about the latest developments in insurance law and related topics from leading lawyers who represent both insurers and policyholders.

    This program offers valuable insight and tools to use in representing your clients’ interests effectively and gives you an opportunity to network with experienced counsel from across the state.

    This program also includes an ethics/professionalism hour and an hour of technology training.

    Satisfies NC State Bar Technology Training requirement. (To satisfy the NC State Bar Technology Training requirement, please be sure to attend both sessions titled E-discovery in 2020: Beyond Emails and Cyber Insurance Legal Issues and Strategy.)

    Planned by the NCBA Insurance Law Section

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Thursday, January 30, 2020 | #782LWC, LIVE CARY Thursday, January 30, 2020 | #782INS
    Original Product Date: January 30, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.50 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 5.50 hours General, 1 hour Ethics/Professional Responsibility, 1.50 hours Technology Training

  • MORE INFOMORE INFO Insurance and More (2020 Insurance Law Section Annual Meeting)
    Collapse Keeping it All Together: Today

    Live Cary | North Carolina Bar Center
    Wednesday, February 19, 2020

    Available formats

       

    This CPE is for all paralegals, regardless of their level of family law experience.

    Those with years of experience, as well as those wanting an introduction to family law, can benefit from this CPE as we discuss: roles paralegals play in the appellate court, third-party and grandparents’ rights, preparing for mediation and/or a custody hearing, and recent updates to the North Carolina General Statutes and rules related to parenting coordinators.

    Further, attendees gain knowledge about the procedures to obtain domestic violence protective orders and how to provide support for domestic violence victims. Of course, there is always room for ethics to round out the day!

    NC certified paralegals, come sharpen your skills and learn new ones while completing your CPE credits for the year all at one time!

    Planned by the NCBA Paralegal Division

    Qualifies for NC State Bar Certified Paralegal Education (CPE) credit only. 

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Wednesday, February 19, 2020 | #933LWC, LIVE CARY Wednesday, February 19, 2020 | #933FPD
    Original Product Date: February 19, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.50 hours Certified Paralegal Education (CPE) (Total), 5.50 hours General, 1 hour Ethics/Professional Responsibility

  • MORE INFOMORE INFO Keeping it All Together: Today
    Collapse Murder on Birchleaf Drive: Trial Strategy for True Crime Lovers

    Live Cary | North Carolina Bar Center
    Friday, January 10, 2020

    Available formats

      

    Murder on Birchleaf Drive is the true crime story of the Michelle Young murder case.

    As the back cover reads:

    "To the outside world, Jason and Michelle Young lived a storybook life—an attractive couple with great jobs, a beautiful home, a precocious two-year-old daughter, and a baby boy on the way.

    Soon after the 29-year-old pregnant mother’s brutally beaten body was discovered on their bedroom floor, a very different picture emerged. Of a marriage crumbling at its foundation. Of a meddlesome New York mother-in-law whose running critique left Jason frustrated and angry. Of a 32-year-old man who behaved like a frat boy rebelling against adult responsibilities.

    Was Jason the monster who bludgeoned his beautiful wife to death, leaving his toddler alone for hours to walk through her blood? If so, would he get away with it?"

    Following intense law enforcement and forensic work focused on solving the crime, the case of State v. Young was tried twice, each time producing a different result: a hung jury in 2011 and then a unanimous guilty verdict in 2012. Prosecutors Howard Cummings, Becky Holt, and David Saacks from the Wake County District Attorney’s Office faced off against Bryan Collins and Mike Klinkosum from the Wake County Public Defender’s Office. Both trials involved carefully crafted trial strategies and excellent lawyering.

    Through examination and analysis of those trial techniques, Steven B. Epstein — author of Murder on Birchleaf Drive: The True Story of the Michelle Young Murder Case — offers invaluable insight and skillful tactics for winning your case. Epstein teases out several lessons, focusing on trial strategy, opening statements, cross-examination of lay and expert witnesses, closing arguments, and winning trial themes that can be applied to both criminal and civil trial work.

    Still have a burning question? This is your chance to get the answer and spark further discussion during the interactive Q&A.

    Click on the "In Depth" tab for tuition, location, hotel and speaker information.

    ABOUT THE SPEAKER: 

    Steven B. Epstein, a litigation partner at Poyner Spruill LLP, has been practicing law for nearly 30 years. He has tried many jury and non-jury trials in courtrooms throughout North Carolina and has argued numerous appeals. He is a former chair of the NCBA’s Litigation Section and CLE Committee and served on the Board of Governors for the Association and Board of Directors for the Foundation from 2014-2017. He is a frequent CLE presenter on a variety of topics, including trial strategy and practice.

    Since 2015, Epstein’s legal practice has focused primarily on divorce and family law; he regularly counsels clients and represents them in court proceedings in cases involving child custody, child support, alimony, and equitable distribution of marital property.

    Click here for more information about Steven.

    The true crime story Murder on Birchleaf Drive, released on June 1, 2019, is Epstein’s first commercial publication. He is currently hard at work on his second.

    Order your copy of Murder on Birchleaf Drive now before attending the program!

    Formats Available: WEBCAST Friday, January 10, 2020 | #863LWC, LIVE CARY Friday, January 10, 2020 | #863TSP
    Original Product Date: January 10, 2020

    Approved Credit:
  • NC Bar: 3.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 3.00 hours Criminal Law Specialization

  • MORE INFOMORE INFO Murder on Birchleaf Drive: Trial Strategy for True Crime Lovers
    Collapse Rock

    Live Cary | North Carolina Bar Center
    Wednesday, February 5, 2020

    Available formats

       

    Are you ready to rock ‘n’ roll? Get CLE credit and have a great time as Jim Jesse presents two sessions in one day! Join Jim as he discusses the essentials of music copyright law using case studies from The Rolling Stones and then take a journey through the top 10 music copyright cases of all time and into the future with new developments and trends in the industry.

    Throughout the day, listen to music, watch video clips and hear stories regarding music law — all while learning valuable lessons about copyright establishment and registration, essential operating agreement provisions (and why they’re important), rights granted to copyright owners, cover song legalities, the permission required for song use in other mediums, the facets of public performance, and revenue streams.

    This program also includes an hour of ethics, during which Jim shares his first-hand experience representing organizations. Jim focuses on representing a band or artist, using The Beatles’ and The Rolling Stones’ careers as case studies.

    Don’t miss out on this fun and engaging program. You might just get what you want AND what you need!

    Click on the "In Depth" tab for tuition, location, hotel and speaker information.

    ABOUT THE SPEAKER: 

    Jim Jesse has been an attorney for 25 years and has been a full-time Music Law presenter since 2013. He is the former General Counsel for Cool Music Network (THE COOL TV), a daily 24-hour music video television network. Previously, he was in private practice. He has founded Rock ‘n’ Roll Law, and his passion is spreading music law through his seminars. Thousands of attorneys have taken his courses, and he has conducted his music law course now in many states. He is also a member of the Association for Continuing Legal Education (ACLEA).

    Jim is a member of BMI and manages his own record label distributing his music. He has written songs for more than three decades, has studied music history for years, and is the author of The Music Copyright Law Manual and the forthcoming The Musician’s Guide to Music Copyright Law.

    Jim consults and practices in areas regarding intellectual property, licensing and music law.

    Formats Available: WEBCAST Wednesday, February 5, 2020 | #931LWC, LIVE CARY Wednesday, February 5, 2020 | #931RRL
    Original Product Date: February 05, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 6.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total), 5.00 hours General, 1 hour Ethics/Professional Responsibility

  • MORE INFOMORE INFO Rock
    Collapse Trusts, Taxes and Trials: An In-Depth Look at the U.S. Supreme Court Kaestner Decision

    Live Cary | North Carolina Bar Center
    Tuesday, January 28, 2020

    Available formats

       

    The Supreme Court’s most significant trust tax decision in decades came in North Carolina v. Department of Revenue v. Kaestner Trust, which was a surprise to many practitioners and has important implications for estate and tax professionals, trust officers, trustees, and other advisers.

    In short, the Court held that a state may not impose its income tax on undistributed income of the trust where the only contact with the state is that a beneficiary, who might but had not yet received any distribution from the trust, lives in the state.

    The information in this CLE is essential for anyone involved in estate planning, tax planning and tax controversy practice.

    Planned by the NCBA Appellate Practice, Estate Planning & Fiduciary Law, Litigation and Tax Sections

    Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

    Formats Available: WEBCAST Tuesday, January 28, 2020 | #930LWC, LIVE CARY Tuesday, January 28, 2020 | #930TTT
    Original Product Date: January 28, 2020

    Approved Credit:
  • NC Bar: 3.00 hours Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total)

  • MORE INFOMORE INFO Trusts, Taxes and Trials: An In-Depth Look at the U.S. Supreme Court Kaestner Decision
    Webinars
    Collapse MesaCLE Webinars

    The North Carolina Bar Association has partnered with MESA CLE, a premier continuing legal education provider, to bring you unique CLE offerings.

    MESA CLE Webinars are: 

    • Convenient – Watch from the convenience of your home or office
    • Engaging – Laugh while you learn from the nation's best presenters
    • Mobile – Use your tablet or mobile device to watch while on-the-go
    • Timely –  Webinars scheduled around your busy schedule

    Many of these programs help you meet your ethics/professional responsibility requirement!

      Wednesday, December 4, 2019, 1:00-2:00pm


    Ethical Jeopardy: A CLE Game Show

    In Ethical Jeopardy, compete against lawyers from across the country in answering legal ethics-related questions, such as the one below:

    Which of the following is NOT grounds to disclose client information?

    1. To prevent death or harm to another person
    2. To defend oneself against civil, criminal or disciplinary charges
    3. To impress prospective clients
    4. To prevent fraud

    Through the polling feature on our platform, lawyers are allowed to make their selections. At the end of the program, each participant receives their score, along with their "player ranking." Oh yeah, and you just might learn something in the process.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Wednesday, December 11, 2019, 1:00-2:00pm


    The Fear Factor: Good Lawyers Get Into Bad Ethical Trouble

    The scariest stories that lawyers hear are those tales where responsible lawyers who care about acting in an ethically appropriate way end up getting into disciplinary trouble.

    In this program, Stuart Teicher, Esq., "the CLE Performer" reviews key rules that most lawyers sort-of know, but might not appreciate in detail. Learn the key things to watch out for:

    • Misrepresentation (Rule 4.1)
    • Conflicts (Rule 1.7)
    • Reporting misconduct (Rule 8.3)
    • And more.

    You’ll leave this seminar a safer, stronger attorney.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Tuesday, December 17, 2019, 1:00-2:00pm


    Who Wants to be Disbarred?: A CLE Game Show

    In Who Wants to be Disbarred?, compete against lawyers from across the country in answering legal ethics-related questions, such as the one below:

    Which of the following conflicts of interest is prohibited by the ethics canon?

    1. Being related to the client
    2. Going to the same high school as the judge
    3. Being close friends with opposing counsel
    4. Lending money to the client

    Through the polling feature on our platform, lawyers are allowed to make their selections. At the end of the program, each participant receive their score, along with their "player ranking." Oh yeah, and you just might learn something in the process.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Wednesday, December 18, 2019, 1:00-2:00pm


    The Code of Kryptonite: Ethical Limitations on Lawyers’ Superpowers

    Did the drafters of our ethics code believe that lawyers are superheroes? It seems so.

    In this unique program, Stuart Teicher, Esq. (the "CLE Performer") weaves together talk of superpowers, superheroes, and other fun stuff to explain important ethics rules and explore both the breadth and limitations on a lawyer’s power. Topics Include:

    • The allocation of decision making authority between lawyer and client (Rule 1.2)
    • The rule about withdrawing from representation (Rule 1.16)
    • Our duties as an advisor (Rule 2.1)
    • And more

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Thursday, December 19, 2019, 1:00-2:00pm


    Legal Side of Blogging for Lawyers

    In this webinar, Ruth Carter shares how creating original content can help your expand your subject matter knowledge, establish you as a leader in your field and, oh yeah, get you more clients. In particular, Ruth shares practical tips from the book of the same title, demonstrating:

    • The purpose of creating content
    • How to select topics
    • How to legally use others' content
    • How to create content that does not run afoul of the ethics rules

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Friday, December 20, 2019, 1:00-2:00pm


    The Weakest Lawyer: A CLE Game Show

    In The Weakest Lawyer, compete against lawyers from across the country in answering legal ethics-related questions, such as the one below:

    Which of the following is a permissible legal marketing ploy?

    1. Offering a money-back guarantee for criminal defense
    2. Offering loans to personal injury clients
    3. Providing testimonials from past clients
    4. Mentioning that you are friends with many judges
    5. BANK IT!

    Through the polling feature on our platform, lawyers are allowed to make their selections (including to "bank" all previously won amounts). At the end of the program, each participant receives their score, along with their "player ranking." Oh yeah, and you just might learn something in the process.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Monday, December 23, 2019, 1:00-2:00pm


    Discipline or No Discipline: A CLE Game Show

    In Discipline or No Discipline, you are presented with the facts of an actual disciplinary matter and then offered a "deal" (e.g., a reprimand, 1-year suspension, etc.). You are then be asked to make a decision whether the lawyer should have accepted the proposed discipline or to try for a better outcome. You score points whenever you make the right decision for your client.

    Through the polling feature on our platform, lawyers are allowed to make their selections. At the end of the program, each participant receives their score, along with their "player ranking." Oh yeah, and you just might learn something in the process.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Thursday, December 26, 2019, 1:00-2:00pm


    Don't Be an Outlaw: The Ethical Imperative to Follow the Law

    Lawyers must not only have a fundamental understanding of the law, but also, a fundamental commitment to abiding by it. And while the necessity to avoid committing major felonies is obvious to everyone, some lawyers forget about the necessity to follow the "little laws" as well.

    In this eye-opening webinar, legal humorist Sean Carter recounts the tales of past Ethy Award nominees (those who were recognized the best of the worst ethics violations).

    These lawyers learned, albeit too late, that if you do even a minor crime, you will do the disciplinary time.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Thursday, December 26, 2019, 4:30-5:30pm


    Thou Shalt Not Lie, Cheat and Steal: The Ten Commandments of Legal Ethics

    Sean Carter sets out to prove that legal ethics isn't an oxymoron by delivering an off-beat "sermon" on the Ten Commandments of Avoiding Ethical Problems as a Lawyer. And by the end, he will have you shouting Hallelujah, yelling Amen and hopefully, passing around a collection plate.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Thursday, December 26, 2019, 5:45-6:45pm


    Nice Lawyers Finish First

    It's been said that nice guys finish last. And while that might be true in the rough and tumble arenas of politics, professional prize fighting and marriage, nothing could be further from the truth in the practice of law. Zealous representation doesn't require us to be zealots. In fact, the most effective representation requires just the opposite. Nice lawyers finish first ... and so do their clients!

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Thursday, December 26, 2019, 7:00-8:00pm


    Loose Lips Sink Partnerships (and Clients Too): The Ethical Way to Honor Client Confidentiality

    One of the most sacrosanct duties for lawyers is the duty of confidentiality. A client has a right to trust that his or her lawyer will not improperly divulge information about the representation. This trust is one of the hallmarks of the client-lawyer relationship. In this surprisingly funny webinar, legal humorist Sean Carter explores the contours of the rules concerning lawyer confidentiality.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Friday, December 27, 2019, 10:00am-1:15pm


    The 2019 Ethy Awards

    Each year, Hollywood celebrates the best performances in motion pictures at the Oscars. Well, in this program, we note the worst ethics violations in the legal profession at the Ethys. Humorist Sean Carter hosts the festivities and announce the award winners in such categories as: Worst Original Excuse, Best Courtroom Outburst, Most Creative Billing, Least Competent, and much more.

    In the process of recapping some of the most egregious instances of unethical behavior, Mr. Carter demonstrates how the rest of us can avoid more common ethical violations.

    CLE Credit 3.0 Hours Ethics/Professional Responsibility | Standard $270 | NCBA Member $210 | >REGISTER NOW

      Friday, December 27, 2019, 2:00-3:00pm


    May It Displease the Court?: Keeping Your Head (and Your Law License) in Court

    In this hilarious webinar, legal humorist Sean Carter reviews some of the most outrageous breaches of lawyer decorum in recent years. In doing so, he addresses the underlying reasons for lawyers to act out in this manner and provides tips to prevent losing control of our emotions (and our law licenses).

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Friday, December 27, 2019, 3:15-4:15pm


    Yakety Yak! Do Call Back!: The Ethical Need for Prompt Client Communication

    While it is important to comply with every obligation of the ethics canon, the obligation to promptly communicate with the client may be the most important. Lawyers who flaunt this rule leave their clients with no choice but to contact the state bar in a desperate attempt to seek answers to their questions. And, of course, by that point, the disciplinary authorities will have a long list of questions of their own.

    In this insightful webinar, legal humorist Sean Carter provides lawyers with practical tips for how to meet the increasingly difficult of burden of talking, emailing and texting to each client's content.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Friday, December 27, 2019, 4:30-5:30pm


    Technical Fouls: Even Minor Ethics Violations Can Have Major Consequences

    When it comes to ethics violations, there is no such thing as a minor or "technical" foul. All ethics violations are serious matters, evidencing a breach of the trust that has been placed in the lawyer. As a result, lawyers must avoid falling into the mindset that a particular violation is "no big deal."

    To make this case, noted legal humorist Sean Carter chronicles a number of recent ethics cases in which lawyers were surprised to discover that even minor ethics violations can have major consequences.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Saturday, December 28, 2019, 1:00-2:00pm


    Show Me The Ethics!: The Ethical Way to Bill for Legal Services

    While it is important for lawyers to be compensated for their services, it is even more important for lawyers to use ethical billing and collection practices in securing such compensation. Drawing on examples provided by current and past nominees from his annual Ethy Awards for the worst ethical behavior, legal humorist Sean Carter provides a poignant reminder of how NOT to bill clients and collect fees. And in the process, he reinforces the relevant legal ethics principles underlying such practices.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Sunday, December 29, 2019, 10:00am-1:15pm


    The 2019 Ethy Awards

    Each year, Hollywood celebrates the best performances in motion pictures at the Oscars. Well, in this program, we note the worst ethics violations in the legal profession at the Ethys. Humorist Sean Carter hosts the festivities and announce the award winners in such categories as: Worst Original Excuse, Best Courtroom Outburst, Most Creative Billing, Least Competent, and much more.

    In the process of recapping some of the most egregious instances of unethical behavior, Mr. Carter demonstrates how the rest of us can avoid more common ethical violations.

    CLE Credit 3.0 Hours Ethics/Professional Responsibility | Standard $270 | NCBA Member $210 | >REGISTER NOW

      Monday, December 30, 2019, 1:00-2:00pm


    If You Can't Say Something Nice, Shut Up!: The Ethical Imperative for Civility

    As children, we were all taught, "If you can't say something nice, then don't say anything at all." Well, that advice holds especially true for lawyers. Whether in open court, a deposition, or contract negotiation, lawyers who choose to "go low," run a high risk of bar discipline. Increasingly, disciplinary authorities are treating the once aspirational goal of civility as a mandate. Therefore, it's important for all lawyers to be reminded of their obligation to "play nice."

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Monday, December 30, 2019, 2:15-3:15pm


    It's Not the Fruit, It's the Root: Getting to the Bottom of Our Ethical Ills

    In this unique legal ethics seminar, Sean goes beyond the "dos" and "don'ts" of the Rules of Professional Conduct to get to the heart of the matter -- the common mindsets that result in ethical violations in the first place. Furthermore, he provides tips and insights on how to heal ourselves from these mindsets so that the ethical canons become guide posts and not obstacles in our drive to become successful lawyers.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Monday, December 30, 2019, 3:30-4:30pm


    The Truth, The Whole Truth and Nothing But the Truth: The Ethical Imperative for Honesty in Law Practice

    Dr. Martin Luther King once said, "A fact is the absence of contradiction, but the truth is the presence of coherence." As lawyers, we are duty bound to be more than just factual. Lawyers must tell the truth to clients, judges, and even opposing counsel and third parties. In this eye-opening webinar, legal humorist Sean Carter deals frankly with the very human inclination for dishonesty and explains how to avoid the traps from which dishonesty most often springs. In doing so, he draws upon current and past nominees from his annual Ethy Awards to show the consequences of dishonesty.

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

      Tuesday, December 31, 2019, 1:00-2:00pm


    Legal Ethics Is No Laughing Matter: What Lawyer Jokes Say About Our Ethical Foibles

    In this one-of-a-kind ethics presentation, Mr. Carter explores the topic of lawyer jokes, whether they have any basis in fact and what they say about our adherence to the rules of professional conduct. He does so through the use of video clips dramatizing these jokes. He also uses audience polling and questions from attendees to spread the "laughter."

    CLE Credit 1.0 Hour Ethics/Professional Responsibility | Standard $90 | NCBA Member $70 | >REGISTER NOW

    Original Product Date: September 01, 2016
    On-Demand Release Date: Available Now
    MORE INFOMORE INFO MesaCLE Webinars
    Phone/Audio Streaming Programs
    Collapse Drafting Legal Holds in Civil Litigation | Live Replay from February 1, 2019 | Phone/Audio Streaming

    Monday, December 16, 2019, 1:00-2:00pm

    Legal holds are essential documents in civil litigation. Presented by one party to the other, often by the plaintiff to the defendant in anticipation of filing a complaint, the hold demands the other party preserve specified evidence – documents or other items – which is essential underlying claiming.

    But these no mere matter of issuing a form letter. Their scope and demands must be carefully tailored to the underlying claim.

    There are also issues of notice, who should receive the hold, remedies for breach, and potentially sanctions.

    This program provides a practical guide to planning and drafting legal holds in civil litigation.

    • Giving notice of a litigation hold – and practical legal effect
    • Who should receive the hold?
    • Defining the scope of hold
    • Standards in federal and state courts
    • Electronically stored information – preservation v. pulling
    • Termination of litigation
    • Remedies for violation of hold – sanctions, adverse judgement

    Click on the "In Depth" tab for tuition and speaker information.

    Formats Available: PHONE/AUDIO STREAMING Monday, December 16, 2019 | #858T11
    Runtime: 60
    Original Product Date: December 16, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 1 hour Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total)

  • MORE INFOMORE INFO Drafting Legal Holds in Civil Litigation | Live Replay from February 1, 2019 | Phone/Audio Streaming
    Collapse Ethics in Negotiations: Boasts, Shading and Impropriety | Live Replay from June 14, 2019 | Phone/Audio Streaming

    Friday, December 20, 2019, 1:00-2:00pm

    Lawyers must be truthful. Yet they must be zealous in the representation of their clients.

    The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. The negotiation may be a settlement of litigation or in connection with a transaction.

    The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to his or her client’s interest.

    Lawyers may also "puff" or boast, signaling that a negotiating stance is firmer than a client’s true positon or more substantively valid than the law can reasonably support.

    At some point, the gray ethical line is tripped and what the lawyer does becomes improper.

    This provides a real world guide to ethical issues in lawyer negotiations.

    • Ethics and ethical drawing lines – what’s an acceptable level of deception in negotiations?
    • Affirmative statements of fact, value or intent in settlements
    • Silence about adverse law in negotiations
    • Silence about facts unknown to an opponent or counter-party
    • Silence about errors in settlement agreements or transactional documents
    • Non-litigation work in another state – "temporary" practice

    Click on the "In Depth" tab for tuition and speaker information.

    Formats Available: PHONE/AUDIO STREAMING Friday, December 20, 2019 | #858T15
    Runtime: 60
    Original Product Date: December 20, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 1 hour Ethics/Professional Responsibility

  • MORE INFOMORE INFO Ethics in Negotiations: Boasts, Shading and Impropriety | Live Replay from June 14, 2019 | Phone/Audio Streaming
    Collapse Ethics of Joint Representations: Keeping Secrets and Telling Tales | Phone/Audio Streaming

    Wednesday, December 18, 2019, 1:00-2:00pm

    Joint representation in litigation is fraught with potential conflicts of interest among the jointly represented parties.

    There are substantial issues related to decision-making, information flows, confidentiality, and loyalty. Any of these issues, if not carefully explained to clients and documented in written waivers, may lead to dramatically adverse results for clients – and expose the lawyer to ethics complaints and potential discipline.

    This program provides a practical guide to the substantial ethical issues in joint representations in litigation and how to navigate them.

    • Forms of joint representations – separate representation on same matter v. joint representation on same matter
    • Information flows under "keep secrets" and "no secrets" agreements
    • Information flows in the absence of any agreement – what happens when there are no guardrails?
    • Loyalty issues – managing inherent conflicts of interest and the use of advance waivers
    • Voluntary and inadvertent creation of joint representations
    • Attorney-client privilege ramifications in a later arising dispute among jointly represented clients

    Satisfies NC State Bar Technology Training requirement

    Click on the "In Depth" tab for tuition and speaker information.

    Formats Available: PHONE/AUDIO STREAMING Wednesday, December 18, 2019 | #858T13
    Runtime: 60
    Original Product Date: December 18, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 1 hour Ethics/Professional Responsibility

  • MORE INFOMORE INFO Ethics of Joint Representations: Keeping Secrets and Telling Tales | Phone/Audio Streaming
    Collapse Letters of Intent in Real Estate Transactions | Phone/Audio Streaming

    Tuesday, December 17, 2019, 1:00-2:00pm

    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 provides 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

    Click on the "In Depth" tab for tuition and speaker information.

    Formats Available: PHONE/AUDIO STREAMING Tuesday, December 17, 2019 | #858T12
    Runtime: 60
    Original Product Date: December 17, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 1 hour Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total)

  • MORE INFOMORE INFO Letters of Intent in Real Estate Transactions | Phone/Audio Streaming
    Collapse Trust and Estate Planning for Retirement Plans: IRAs, 401(k)s and More | Live Replay from June 4, 2019 | Phone/Audio Streaming

    Thursday, December 19, 2019, 1:00-2:00pm

    The single biggest asset most clients have is their retirement account – IRAs, 401(k)s, other defined benefit plans, and annuities.

    These retirement plans are often tax-favored but in exchange for that status come with a variety of restrictions. Each is also governed not only by the underlying terms of its sponsors and providers but by an array of complex tax regulations.

    Understanding how these complex financial products are treated not only for tax purposes but, often more importantly, for purposes of transfer at death is the central focus of trust and estate plans for most clients.

    This program provides a guide to tax treatment and transfer rules of client retirement assets.

    • Allocation of estate and gift taxes
    • QTIPing IRAs and trusts as IRA beneficiaries
    • Trust distributions as income v. principal
    • Understanding traps of beneficiary designations
    • Creditor claims against retirement assets
    • How annuity distributions are treated for income tax purposes – ordinary income, capital gain, return of investment

    Click on the "In Depth" tab for tuition and speaker information.

    Formats Available: PHONE/AUDIO STREAMING Thursday, December 19, 2019 | #858T14
    Runtime: 60
    Original Product Date: December 19, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • NC Bar: 1 hour Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total)

  • MORE INFOMORE INFO Trust and Estate Planning for Retirement Plans: IRAs, 401(k)s and More | Live Replay from June 4, 2019 | Phone/Audio Streaming