Attorneys Continuing Education New Hampshire

New Hampshire

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Profession Jurisdiction Online Hours Req. License Period Specific Content Req. Regulatory Body
Attorneys New-hampshire 12 1 Year 2 hrs. in ethics/professionalism, substance abuse, prevention of malpractice, or attorney-client relations. http://www.nhbar.org/NHMCLE

In New Hampshire, like most other states, CEU activities can be taken online, through audio tapes and disks, or in person. Self-study and readings may also be used to satisfy part of the CEU requirements. Courses or study generally cover ethics, legal theory, professionalism, substance abuse, mental illness, or other topics as dictated by the state and outlined above. CEU lists courses for all subject matters relative to qualifying courses for CEU in the state of New Hampshire.

Experienced attorneys may also receive credit for a speaking or teaching engagement at an accredited program, for moderating or participating in a panel presentation at an accredited activity, or for teaching law courses at an ABA accredited law school. There is often credit available for prepping law students or judging law competitions. Pro bono legal services may also qualify for credit against the CEU requirements for the legal profession.

In New Hampshire, CEU Market provides continuing education support for attorneys that is the broadest and the most comprehensive available, and ensures that the courses offered meet state and federal licensing requirements.

In addition, the record keeping offered by CEU Market provides the maximum support available including:

  • self-management of your records and help in planning and maintaining the status of your continuing education
  • access to comprehensive course listings and notifications of course schedules so no important dates are missed
  • safe and secure retention of all the courses completed for as long as desired

It is important that you, as an attorney, be certain that the CEU credit you earn is provided by an accredited provider. CEU Market ensures this is the case for any course you take that is supplied or listed by CEU Market.
 

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Courses

Course TitleCEU HoursCostDate AvailableLocation
Asset Protection in the Public Benefits Context3.1$12508/10/2017N/A

Course Description

Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Planning. If your state engages in a pattern of improper denials to deter practitioners and their clients from exercising rights under federal law, then this is a must-see lecture for you. Hear common pitfalls to avoid in drafting and planning to insure that you will be in the best position for fair hearings and appeals. Get up to date information on the use of single premium immediate annuities for community spouses or individuals using qualified or non-qualified funds. Explore the interplay between asset protection and special needs trusts for those who have a determination of disability from Social Security. Be alerted to the pitfalls of credit shelter trusts, HEMS standards, and simple “I Love You” Wills, when there are indicators that a surviving spouse anticipates needing care outside the home in the future. Come to a better understanding of the tax implications of drafting for grantor trust status with irrevocable trusts. Learn how to protect low-basis assets while not losing step-up on death. Educate yourself on approaches to protect assets in trust from estate recovery.

More About Robert Brogan

Robert F. Brogan, of Point Pleasant, New Jersey, President of the Brogan Law Group concentrates his practice in elder and disability law, including Medicaid Planning, Special Needs Planning, asset preservation, guardianships, Veteran’s Benefits, Wills and trusts, estate and trust administration and probate litigation. Certified as an Elder Law Attorney by the ABA-accredited National Elder Law Foundation, Mr. Brogan has served as Chair of the Elder and Disability Law Section of the New Jersey State Bar Association and has served as a Director on the Board of Directors of the National Academy of Elder Law Attorneys. He is a member of the Special Needs Alliance, an invitation only national consortium of attorneys dedicated to special needs and disability law. He served as Chair of the Ocean County Bar Association Elder Law Committee and is an accredited attorney by the U.S Veteran’s Administration. Mr. Brogan has been selected for inclusion in Super Lawyers 2008, 2009, 2010, and 2011 Editions, and has received an A-V Preeminent Peer Review rating from Martindale-Hubbell. He serves as the legislative liaison for the New Jersey Chapter of the National Academy of Elder Law Attorneys and has served on the Public Policy and Grassroots Advocacy Committees of the National Academy of Elder Law Attorneys. He serves as a Board Member on the NAELA Senior Rights PAC. The New Jersey State Bar Association has awarded him the Legislative Advocacy Award twice for his advocacy efforts in the field of elder law. Mr. Brogan regularly lectures to other attorneys at the state and national level regarding Medicaid planning, planning for people with special needs, and the policy impact of healthcare issues on seniors and those with special needs. He is the author of articles published by New Jersey Lawyer Magazine, the New Jersey Institute for Continuing Legal Education, Suffolk University School of Law, the Special Needs Alliance and the National Academy of Elder Law Attorneys. Mr. Brogan received his B.A., with high honors in journalism, from Rutgers College, where he was also an Eagleton Institute Associate in the political science department. He received his J.D. from Rutgers Law School-Camden, where he participated in the Rutgers Elder Law Clinic, providing legal representation to impoverished seniors in Camden County. Mr. Brogan served as Law Clerk to the Honorable William H. Huber, Presiding Judge in the Chancery Division, General Equity Part, Superior Court of New Jersey, in Toms River, New Jersey. He is a happily married father of seven wonderful children.

This course is approved for CLE in these states:

  • Alaska - 2.5 credits
  • Arizona - 2.5 credits
  • California - 2.5 credits
  • Colorado - 3 credits
  • Connecticut - 2.5 credits
  • Florida - 3 credits
  • Georgia - 2.6 credits
  • Hawaii - 2.5 credits
  • Illinois - 2.5 credits
  • Indiana - 2.7 credits
  • Missouri - 3 credits
  • Mississippi - 2.5 credits
  • New Hampshire - 2.5 credits
  • New Jersey - 3.1 credits
  • New Mexico - 2.5 credits
  • Nevada - 2.5 credits
  • New York - 3 credits
  • Oregon - 2.75 credits
  • Pennsylvania - 2.5 credits
  • Virgin Islands - 2.5 credits
  • Washington - 2.5 credits
  • West Virginia - 3.1 credits
ASCLD/LAB and Other Forensic Lab Certification: What Does That Really Mean?2$10008/10/2017N/A
This course earns different CEU hours depending on your state:
  • AK (1.5)
  • AZ (1.5)
  • CA (1.5)
  • CO (1.75)
  • CT (1.5)
  • FL (2)
  • GA (1.5)
  • HI (1.5)
  • IL (1.5)
  • MO (1.75)
  • MS (1.5)
  • NH (1.5)
  • NJ (1.8)
  • NM (1.5)
  • NV (1.5)
  • NY (1.5)
  • OR (1.5)
  • PA (1.5)
  • TN (1.5)
  • VI (1.5)
  • WA (1.5)
  • WV (1.8)

Description

The use of lab tests, witness testimony, and on-scene evidence in criminal investigations is standard and generally accepted. As citizens, we trust the labs, police officers and forensic scientists to gather and analyze evidence and administer justice accordingly. But what if lab tests were corrupted, witness testimony was unreliable or coerced, and evidence was tainted? In this CLE course, renowned attorney Jeffrey T. Schwartz will explain the extent to which corruption has infiltrated our criminal justice system and the degree to which we rely on evidence that cannot be trusted. The course will explain how to do your due diligence in verifying the authenticity of evidence you need to present at court. Using the parameters enforced by the American Society of Crime Laboratory Directors/ Laboratory Accreditation Board (ASCLD/LAB), the course will explain the many ways that the labs and police are failing to properly handle evidence and how to evaluate and verify evidence presented in court.

Lecturer Bio

Jeffrey Todd Schwartz, Esq.

Jeffrey Todd Schwartz was awarded a Baccalaureate in Psychology (B.A.) from Yeshiva University’s Yeshiva College and earned his Doctor of Jurisprudence (J.D.) at its Benjamin N. Cardozo School of Law. Admitted to the bar of the states of New York and New Jersey in 1987 and to the Supreme Court of the United States since 1992, he has been litigating federal and state court matters for over twenty-four (24) years. For six years Mr. Schwartz served the Queen's County District Attorney's Office in New York City. He was assigned to the Homicide/Investigations Bureau and was a founding member of both its Narcotics Trial and Career Criminal Major Crime Bureaus. While in private practice he received certification as lead counsel in the evolving area of death penalty prosecution, immigration consequences to criminal conviction and sex offender civil commitment pursuant to article ten of the Mental Hygiene Law. For fifteen years Mr. Schwartz has been on the faculty of the Benjamin N. Cardozo School of Law’s Intensive Trial Advocacy Program (I.T.A.P.) and coached its law school team during the semi-final rounds of the American College of Trial Lawyers National Trial Competition. He lectures and performs demonstrations at continuing legal education (C.L.E.) and bar association training programs. Topics have included: representing high profile clients vilified in the media, ethical issues that arise in the zealous representation of criminal cases, crime scene investigation and forensics, as well as trial advocacy, strategy and technique. His internet lectures and panel discussions are acclaimed by his colleagues nationwide. You can see his peer reviews here: www.jeffreytschwartz.com/index-7.html. Mr. Schwartz has been honored, recognized and awarded certificates of outstanding dedication and service by The City Council of New York, the New York State Association of Criminal Defense Lawyers as well as the Detective Endowment and Patrolman's Benevolent Associations of the New York City Police Department. He appears as a legal analyst and consultant in the media and is trial counsel in highly publicized death penalty, murder and civil prosecutions. He has been profiled in local and national publications, including The New York Times. Mr. Schwartz is a graduate of the Yeshiva of Flatbush in Brooklyn, New York and studied Bible, Talmud and Judaic studies for one year in Jerusalem towards his undergraduate degree. He devotes a minimum of twenty-five percent of his time to pro-bono cases and charity fund raising.
Airbnb – Revolutionaries of Sharing Economy or Just Plain Illegal?2$10008/10/2017N/A
This course earns different CEU hours depending on your state:
  • AK (1.75)
  • AZ (1.75)
  • CA (1.75)
  • CO (2)
  • CT (1.75)
  • GA (1.7)
  • HI (1.75)
  • IL (1.75)
  • MO (2)
  • MS (1.5)
  • NH (1.5)
  • NJ (2)
  • NM (1.75)
  • NV (1.5)
  • NY (2)
  • PA (1.5)
  • TN (1.7)
  • VI (1.75)
  • WA (1.75)
  • WV (2)

Description

Airbnb is an online community marketplace that connects potential home renters with those seeking to lease their properties. It is a service that is adored by some, despised by others and in NYC has been a major source controversy. The NYS Attorney General maintains that nearly three-quarters of all Airbnb rentals in NYC are illegal and in violation of violate zoning and other laws. It has charged Airbnb to clean up its act. What’s at stake? Huge sums of money for Airbnb, millions of potential hotel tax dollars that the Attorney General says Airbnb is costing the State every year and substantial income to the individuals who offer short term apartment rentals. But is this all legal? Is Airbnb a revolutionary of the sharing economy breaking down greedy and lazy industries and empowering individuals? Or is it just a scam to avoid regulation and taxes? Join Belkin Burden Wenig & Goldman, LLC partner Matthew Brett who has litigated many of these issues as he breaks down the law and issues surrounding this fascinating and timely topic.

Lecturer Bio

Matthew S. Brett, Esq.

Matthew S. Brett is a partner at Belkin Burden Wenig & Goldman, LLP. He joined BBWG in in 2000 and became a partner in 2007. He specializes in real estate litigation and has worked on notable cases including Lenox Hill Hospital v. Spitz and HF Associates v. Sullivan. He has co-authored an Amicus curiae brief the United States Supreme Court petition for certiorari in Harmon v. Kimmel. Mr. Brett earned his Juris Doctor from Brooklyn Law School where he was a Moot Court Honor Society Quarter Finalist in the National Environmental Law Moot Court Competition. He earned a Bachelor of Arts degree in Political Science and Human and Natural Ecology from Emory University. He was the Chairman of the New Jersey Emory University Alumni Association. Mr. Brett is currently a member of the Judiciary Committee of the New York City Bar Association. Until December 2011, Mr. Brett was an Owner's Representative on the Advisory Council of the Housing Part of the New York City Civil Court. He was also a member of the Housing and Urban Development Committee and a member of the Housing Court Committee of the New York City Bar Association. Has served as Co-Chair of Continuing Legal Education (CLE) courses hosted by the New York Bar Association including How to Successfully Navigate, Litigate & Resolve Mold Issues, Housing in Cyberspace, Rent Regulation and Future Perspectives on Affordable Housing and Economic Development in New York City. Mr. Brett has also lectured on the Internet and Evidence for the Rent Stabilization Association and Rent Regulation for the New York City Bar Association. He has lectured on AirBnB issues for the Rent Stabilization Association and the New York County Lawyers Association. He is a member of the Millburn Township Zoning Board of Adjustment. Mr. Brett regularly tweets about real estate, regulatory and housing issues on Twitter: @NYClandlordlaw
Advertising After Operation Full Disclosure: The FTC’s New Focus on Disclosures in Advertising1.25$5008/10/2017N/A
This course earns different CEU hours depending on your state:
  • AK (1)
  • AZ (1)
  • CA (1)
  • CO (1.25)
  • CT (1)
  • GA (1)
  • HI (1)
  • IL (1)
  • MO (1)
  • MS (1)
  • NH (1)
  • NJ (1)
  • NM (1)
  • NY (1)
  • PA (1)
  • TN (1)
  • VI (1)
  • WA (1)
  • WV (1)

Description

As part of “Operation Full Disclosure,” the Federal Trade Commission recently sent warning letters to more than sixty national advertisers warning them that their television and print disclosures are not clear and conspicuous. This is second time in two years that the FTC has issued major guidance to industry on disclosures in advertising. What is Operation Full Disclosure all about? Why is the FTC so focused on disclosures – and national advertising – right now? And what should advertisers and their agencies do to comply? Listen as one of the country’s leading advertising law experts provides an update on the FTC’s disclosure initiatives and best practices for staying out of trouble.

Topics include:

  • What the FTC is most concerned about now
  • Making disclosures “clear and conspicuous”
  • Key factors for determining whether disclosures won’t be effective
  • Disclosure traps to avoid
  • Key concerns with online disclosures, including dealing with small space ads and hyperlinks
  • Review of important FTC and state enforcement actions relating to disclosures
  • And much more...

Lecturer Bio

Jeffrey A. Greenbaum, Esq.

Managing Partner of Frankfurt Kurnit since 2010, Jeffrey A. Greenbaum is one of the country’s leading advertising lawyers. He is a partner in the firm's Advertising, Marketing & Public Relations Group and has extensive experience representing advertisers, advertising agencies, and media companies on advertising, marketing, branded entertainment, and intellectual property matters. Best Lawyers named him "Advertising Lawyer of the Year" in the New York metro area for 2015. Mr. Greenbaum advises clients on a wide variety of advertising-related matters, including advertising regulation, rights clearance, agency/client contracts, production contracts, e-commerce, consumer privacy, sweepstakes and contests, union issues, network clearance, and global advertising clearance. He also regularly represents advertisers in connection with advertising litigation, including federal, state, and local regulatory investigations, as well as before the National Advertising Division and other self-regulatory organizations. Mr. Greenbaum is also the Chairman of the Global Advertising Lawyers Alliance, a network of independent law firms around the world with expertise in advertising law. He is also a Director of the Brand Activation Association (formerly, the PMA), and has also served as a member of the BAA's Executive Committee. He is also a member of the BAA's Government and Legal Affairs Committee. He was also Co-Chair of the 2007 PMA law conference. Mr. Greenbaum has previously served as chair of the Committee on Consumer Affairs of the New York City Bar. For more than a decade, he has also chaired the New York City Bar’s annual “Hot Topics in Advertising” program. He has also served on the INTA Nontraditional Marks Committee and is a member of ASIPI. Mr. Greenbaum is a frequent speaker on advertising issues. He has spoken at the Federal Trade Commission’s "Protecting Kids' Privacy Online" workshop, the "FTC at 100" workshop, the FTC's "Rebate Debate" workshop, and at the FTC's "Green Lights and Red Flags: FTC/BBB Rules of the Road for Advertisers" program. He has also spoken at conferences and programs sponsored by the National Advertising Division, the Association of National Advertisers, the Brand Activation Association, the National Advertising Review Council, the Electronic Retailing Self-Regulation Program, the Electronic Retailing Association, INTA, the Intellectual Property Owners Association, the Association of Independent Commercial Producers, the American Intellectual Property Law Association, ASIPI, ALI/ABA, the Association of Corporate Counsel, the American Bar Association, the New York City Bar, the New York County Lawyers Association, the New York State Bar Association, the Washington State Bar Association, and others. Mr. Greenbaum is a member of the Dean's Advisory Council at the University of Michigan Law School. He has served as an adjunct faculty member at Parsons School of Design. He has also spoken at programs sponsored by Columbia University, New York University, New York Law School, Brandeis University, and University of Kansas. Mr. Greenbaum has been quoted in publications such as The New York Times, The Washington Post, Bloomberg, Advertising Age, Adweek, Creativity, Marketing News, Digiday, Sports Business Global, Kiplinger, Media Post, Electronic Retailer, Advertising Compliance Service, LA Biz Journal, The National Law Journal, Antitrust, and Corporate Counsel. He has appeared on the CBS "Early Show" and Bloomberg Law. He is the author of the chapter "Specific Corporate Compliance Challenges by Practice Area: Advertising" in Corporate Compliance Practice Guide: The Next Generation of Compliance (LexisNexis, 2009). He is also the author of the chapter "Developing an Advertising Compliance Program" in Advertising and Marketing Litigation Best Practices (Aspatore, 2007). He has also served as the "Legalease" columnist for Shoot magazine.
Advanced Techniques in Transfer Development Rights1.5$7508/10/2017N/A
This course earns different CEU hours depending on your state:
  • AK (1.25)
  • AZ (1.25)
  • CA (1.25)
  • CO (1.5)
  • CT (1.25)
  • GA (1.2)
  • HI (1.25)
  • IL (1.25)
  • MO (1.5)
  • MS (1.25)
  • NH (1.25)
  • NJ (1.5)
  • NM (1.25)
  • NV (1)
  • NY (1.5)
  • PA (1)
  • VI (1.25)
  • WA (1.25)
  • WV (1.5)

Description

The transfer of development rights in the City of New York usually involves an as-of-right transaction between two adjacent properties with a contiguous lot line. Circumstances sometimes require the use of advanced techniques utilizing an air parcel to store development rights for use at a later date. Depending on the location, development rights generated through the Inclusionary Housing program or in Special Districts (e.g., Highline Transfer Corridor, Southstreet Seaport) may also be transferred. This CLE course by a top New York City land use lawyer will familiarize attorneys with the language of zoning and development rights transfers, the due diligence necessary to determine if transfers have occurred, and the documentation and approvals required to implement both as-of-right and advanced transfers.

Lecturer Bio

Paul J. Proulx, Esq.

Paul J. Proulx focuses on land use, zoning and development matters as well as general real estate transactions. Mr. Proulx represents clients before New York City agencies, such as the Board of Standards and Appeals, City Planning Commission, Economic Development Corporation, Department of Housing Preservation and Development, Landmarks Preservation Commission, Office of the Mayor and New York City Council. Mr. Proulx has extensive experience drafting and prosecuting land use applications and the restrictive declarations that accompany them. He also negotiates and drafts purchase and sale agreements, zoning lot development agreements (ZLDAs), declarations, licenses, and easements for development rights transactions between adjacent property owners. In addition, Mr. Proulx advises clients on NYC tax incentives and zoning and construction code issues. Before he entered private practice, Mr. Proulx spent time in government and worked in-house with a hotelier and real estate development firm. Before joining Carter Ledyard, he practiced at two global law firms.
ADHD, School Discipline & Criminal Prosecution2.5$12508/10/2017N/A
This course earns different CEU hours depending on your state:  
  • AK (2)
  • AZ (2)
  • CA (2)
  • CO (2.25)
  • CT (2)
  • FL (2.5)
  • GA (2)
  • HI (2)
  • IL (2)
  • MO (2.25)
  • MS (2)
  • NH (2)
  • NJ (2.4)
  • NM (2)
  • NV (2)
  • NY (2)
  • OR (2)
  • PA (2)
  • TN (2)
  • VA (2)
  • VI (2)
  • WA (2)
  • WV (2.4)

Description

ADHD has become the go-to diagnosis for misbehaving children, inattentive teenagers and maladjusted adults. But where it’s most prevalent is in the prison system, affecting nearly 50% of the population and typically presenting along with co-occurring conditions such as learning disabilities and other risk factors for antisocial and criminal behavior. This CLE course will assess the impact of ADHD and other mental health conditions on these types of behaviors, substance abuse, and other types of addiction. The course will explain the legal issues that arise in the intersection between school discipline, education law and criminal procedure. The presentation sheds light on school disciplinary hearings, manifestation determination and access to school records in pursuit of treatment based outcomes, while examining constitutional and other legal issues that arise in arrests of school-age children and children with special needs and discuss practical strategies for effective representation of such defendants.

Lecturer Bio

Robert M. Tudisco, Esq.

Robert M. Tudisco is a nationally recognized author, motivational speaker and nonprofit management consultant. He is also a practicing attorney and an adult diagnosed with ADHD. From 2010 through 2013, Robert was the Executive Director of the Edge Foundation, a nonprofit organization that provides specialized coaches for students with ADHD and Executive Functioning Impairment. He is a past member of the National Board of Directors of Children and Adults with Attention Deficit Disorder (CHADD) and is a current member, and a past chair of CHADD’s Public Policy Committee. Robert is also a former Vice President of the Attention Deficit Disorder Association (ADDA). Since his diagnosis, he has researched and written extensively on the subject of special education law and disability advocacy, as well as the over representation of individuals with ADHD and co-occurring mental health conditions in the juvenile/criminal justice systems compared to that in the general population. He is a frequent resource for the media on these subjects including CBS News, New York Times Magazine, Newsweek, ABC News, The BBC, The Today Show, CNN, USA Today, Seattle Times. He has been published in ATTENTION® Magazine and regularly contributes on adult, parenting and legal issues, in addition to sitting on its Editorial Advisory Board. He was also the legal expert columnist for ADDitude Magazine from 2007 through 2012. Robert received his Juris Doctor at the Fordham University School of Law in 1989. He subsequently served four years as an Assistant District Attorney in Bronx County, NY. For the last twenty years he has practiced criminal and civil litigation as a practicing attorney in New York. Since his diagnosis, he has dedicated a growing portion of his practice as an advocate for special needs children, adolescents and adults in the area of legal, administrative and educational issues. He also lectures at conferences throughout the country and speaks at special education PTA meetings. He also accepts engagements as a keynote and motivational speaker for parenting and student groups. Robert is an avid runner, sports philanthropist and nine time marathon finisher. He has developed a number of programs to raise funding and awareness for organizations such as CHADD and The Edge Foundation. As the Executive Director of the Edge Foundation, he created Team Edge, as a means to promote a healthier way of life for Edge Coaches and Students and also to raise funding and awareness about Edge’s mission through various athletic events. In 2009, Robert ran the New York City Marathon on a team of 125 runners for Autism Speaks. Collectively, the team raised over $485,000 for the charity. He lives with his wife and son in Eastchester, New York.
 
Accounts Receivable Management for Lawyers1.25$5008/10/2017N/A
This course earns different CEU hours depending on your state:
  • AK (1)
  • AZ (1)
  • CA (1)
  • CO (1.25)
  • CT (1)
  • GA (1)
  • HI (1)
  • IL (1)
  • MO (1)
  • MS (1)
  • NH (1)
  • NJ (1.2)
  • NM (1)
  • NV (1)
  • NY (1)
  • PA (1)
  • TN (1)
  • VI (1)
  • WA (1)
  • WV (1.2)

Description

Accounts receivable management is NOT an arbitrary process. Business owners seem to understand this. Yet, many lawyers fail to adhere to best practices when establishing A/R policies and procedures for their law practices. This CLE program will discuss some of those policies and procedures that can be utilized in law firms to reduce the occasion of aged receivables and also what collection procedures should be used when clients do not pay. This course is presented by Robert A. Weinberg who has over 25 years practicing debt collection and actively represents business owners in establishing sound A/R policies.

Lecturer Bio

Robert A. Weinberg, Esq.

Robert A. Weinberg, an A-V rated attorney, has been practicing debt collection and accounts receivable management for over 25 years. He represents business owners and service providers in helping establish sound policies to better ensure fewer delinquent accounts. His law practice is located in Encino, California. Mr. Weinberg is a member of ProVisors, a network of attorneys and other trusted advisors. To learn more visit: www.ProVisors.com.
ABA Ethical Rule Amendments: Changing Attorneys’ Relationship with Technology1.2$5008/10/2017N/A
This course earns different CEU hours depending on your state: AK (1) AZ (1) CA (1) CO (1) CT (1) GA (1) HI (1) IL (1) MO (1) NJ (1.2) NM (1) NV (1) NY (1) PA (1) TN (1) VA (1) VI (1) WA (1) WV (1.2) Description  In today’s fast-moving digital age, attorneys must understand technology – both its capabilities and limitations – to competently and diligently represent clients. This CLE program will discuss the American Bar Association’s recently approved new amendments to the Model Rules of Professional Conduct and associated commentary to address technology’s growing role in the legal profession. Among other things, speakers will discuss the impact of the amendments, which broaden the definition of “competent representation” to include that attorneys understand the benefits and risks associated with technology. This program addresses the potential impact the amendments might have on e-discovery practices and the attorney-client relationship. Lecturer Bios  John M. Barkett, Esq. Mr. Barkett is a partner at the law firm of Shook, Hardy & Bacon L.L.P. in its Miami office. He is a graduate of the University of Notre Dame (B.A. Government, 1972, summa cum laude) and the Yale Law School (J.D. 1975) and served as a law clerk to the Honorable David W. Dyer on the old Fifth Circuit Court of Appeals. Mr. Barkett is an adjunct professor of law at the University of Miami School of Law. He is also the recipient of one of the 2011 Burton Awards for Legal Achievement honoring lawyers for distinguished legal writing. In March 2012, the Chief Justice appointed Mr. Barkett to serve on the Advisory Committee for Civil Rules of the Federal Judicial Conference. Mr. Barkett has, over the years, been a commercial litigator (contract and corporate disputes, employment, trademark, and antitrust), environmental litigator (CERCLA, RCRA, and toxic tort), and, for the past several years, a peacemaker and problem solver, serving as an arbitrator, mediator, facilitator, or allocator in a variety of environmental, commercial, or reinsurance contexts. He is a certified mediator under the rules of the Supreme Court of Florida and the Southern and Middle Districts of Florida and a member of the London Court of International Arbitration and the International Council for Commercial Arbitration, and serves on the AAA and ICDR roster of neutrals, the CPR Institute for Dispute Resolution’s “Panel of Distinguished Neutrals,” and the National Roster of Environmental Dispute Resolution and Consensus Building Professionals maintained by the U.S. Institute for Environmental Conflict Resolution. He has served or is serving as a neutral in scores of matters involving in the aggregate more than $4 billion. He has conducted or is conducting commercial domestic and international arbitrations under AAA, LCIA, ICDR, UNCITRAL, and CPR rules and has conducted ad hoc arbitrations. In November 2003, he was appointed by the presiding judge to serve as the Special Master to oversee the implementation and enforcement of the 1992 Consent Decree between the United States and the State of Florida relating to the restoration of the Florida Everglades. He also consults with major corporations on the evaluation of legal strategy and risk in commercial disputes, conducts independent investigations where such services are needed, and works with other lawyers on questions of legal ethics. Mr. Barkett has published two books, E-Discovery: Twenty Questions and Answers, (Chicago: First Chair Press, 2008) and The Ethics of E-Discovery (Chicago: First Chair Press, 2009). Mr. Barkett has also prepared analyses of the Roberts Court the past six years, in addition to a number of other articles on a variety of topics. He is the author of Ethical Issues in Environmental Dispute Resolution, a chapter in the ABA publication, Environmental Dispute Resolution, An Anthology of Practical Experience (July 2002) and the editor and one of the authors of the ABA Section of Litigation’s Monograph, Ex Parte Contacts with Former Employees (Environmental Litigation Committee, October 2002). Mr. Barkett is a Fellow of the American College of Civil Trial Mediators and the American College of Environmental Lawyers and also a former member of the Council of the ABA Section of Litigation. At the University of Miami Law School, Mr. Barkett teaches two courses, “Environmental Litigation” and “E-Discovery.” Mr. Barkett has been recognized in the areas of alternative dispute resolution or environmental law in a number of lawyer-recognition publications, including Who’s Who Legal (International Bar Association) (since 2005); Best Lawyers in America (National Law Journal) (since 2005); Legal Elite (Florida Trend) (since 2004), Florida Super Lawyers (since 2008), and Chambers USA America’s Leading Lawyers (since 2004). In 2013, Best Lawyers selected him as “Environmental Lawyer of the Year” in Miami. Seth H. Row, Esq. Seth is an experienced litigator and legal advisor with an active practice in both Oregon and Washington. Seth focuses on helping corporate clients resolve complex business, insurance, and employment disputes efficiently and successfully, whether through litigation, arbitration, or negotiated settlement. Primarily Seth serves clients in the construction, manufacturing and technology, and retail sectors. Seth has handled bench and jury trials in the areas of insurance coverage, employment discrimination, and commercial disputes both in federal courts and in state courts in Washington and Oregon, and also in arbitration through AAA, JAMS, and privately. Prior to joining PFG, Seth practiced with Holland & Knight LLP, an Am Law 100 firm, and before that with a large regional firm. Prior to entering private practice, Seth was law clerk to a federal trial judge in the Eastern District of Washington. Since 2009 Seth has been included as a "Rising Star" in Oregon Super Lawyers®. He is a frequent speaker and author on electronic discovery and pre-trial practice. Since 2010 he has been co-editor of the largest American Bar Association publication devoted to pre-trial practice and discovery.
3 Ways to Create More Favorable Case Outcomes with E-Discovery Principles1$5008/10/2017N/A
This course is awarded different hours depending on your state:
  • AK (1)
  • AZ (0.75)
  • CA (1)
  • CO (1)
  • CT (1)
  • HI (1)
  • IL (1)
  • MO (1)
  • MS (0.9)
  • NH (0.9)
  • NJ (1)
  • NM (1)
  • NV (1)
  • NY (1)
  • PA (1)
  • TN (0.9)
  • VI (1)
  • WA (1)

Description

Both a shield and a sword, e-discovery is a unique skillset that not enough attorneys adequately possess. With the right planning, knowledge and technology, e-discovery can empower attorneys with the essential information to properly litigate or defend their case. In this CLE program, learn how e-discovery can help you gain more favorable case outcomes and preserve/enhance your company’s and your own reputation in the legal market. Learn how to: • Effectively negotiate discovery parameters that benefit your company or client • Prevent spoliation and protect against other e-discovery blunders during your cases • Better align paralegals, litigation support and outside vendors to ensure you have quick and easy access to relevant documents.

Lecturer Bios

Patrick Oot, Esq.

Patrick is a partner at Shook Hardy & Bacon's General Litigation and Business Services Division where he leads the practice on e-compliance and digital investigations. He is one of the few e-discovery and compliance attorneys in the nation that possesses the tripartite experience of an in-house corporate counsel from a Fortune 16 organization; a senior attorney at a federal regulatory agency; and a partner in a large law firm. Patrick has extensive experience advising on discovery and investigative matters involving commercial litigation, compliance, regulatory requests, antitrust matters, and personnel issues. Combined with a deep understanding of forensics and enterprise technology platforms, Patrick’s experience advising clients on responding to federal agency requests under the Electronic Communications Privacy Act (ECPA) is balanced by his broad-based skill in negotiating enterprise software license agreements for collaboration platforms, e-discovery software and enterprise level computer forensic tools. Before joining Shook, Hardy & Bacon, Patrick served as senior special counsel for electronic discovery in the Office of the General Counsel at the U.S. Securities and Exchange Commission (SEC). During his tenure at SEC, Patrick co-chaired the agency’s cross-divisional Electronic Discovery Action Team and co-authored The SEC Electronic Discovery and Litigation Response Manual. He counseled SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy and privilege protections and on strategically significant matters involving forensics, technology and ECPA interpretation for subpoena enforcement. Patrick appeared twice as SEC’s 30(b)(6) deponent to defend the agency’s discovery practices with favorable outcomes to the agency. He successfully designed and implemented SEC’s preservation process as well as a federal government-wide educational program that includes participation of the federal judiciary. Prior to serving at SEC, Patrick was an experienced in-house counsel leading Verizon’s electronic discovery practice as Director of Electronic Discovery and Senior Litigation Counsel. Patrick was one of the nation’s first in-house attorneys charged to create and deploy defensible policies, guidelines and procedures for litigation response. While at Verizon, Patrick testified as the company’s Federal Rules of Civil Procedure 30(b)(6) witness, defending the same policies and guidelines that he helped design and implement. In 2006, he was nominated for the Verizon Excellence Award after playing a key role in the successful completion of Verizon’s response to the Department of Justice’s Second Request for Documents in its acquisition of MCI. As a result of his work, Inside Counsel magazine named Verizon’s e-discovery team as one of the ten most innovative legal groups of 2007, the group’s second year winning the title. In 2007, Patrick appeared with U.S. Supreme Court Justice Stephen Breyer at Georgetown University Law Center’s Summit on Electronic Discovery. He has testified before the U.S. Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented his position on Proposed Rule of Evidence 502. The committee included in its draft to the Judicial Conference language incorporating his suggestions. Outside of work, Patrick volunteers his time as a co-founder at The Electronic Discovery Institute, a non-profit organization that conducts studies of litigation processes for the benefit of the federal and state judiciary. Patrick lectures regularly at educational events and legal conferences internationally. He has appeared on National Public Radio’s Morning Edition and was interviewed for the August 2008 edition of The Economist.

Edwin Lee, Esq.

Ed Lee is a Managing Director with Alvarez & Marsal Global Forensic and Dispute Services in Houston and San Francisco, specializing in electronic discovery and computer forensics in support of complex litigation, internal, and regulatory investigations. With more than 17 years of legal, technical and business experience, he has helped legal counsel and companies control the costs and mitigate the risks associated with multiple facets of the discovery process, both reactively in the midst of litigation and proactively through design of effective data management and legal processes. He has worked with clients across various industries, including energy and resources (upstream, mid-stream and downstream oil and gas), medical device manufacturing, financial services and technology. His primary areas of concentration: litigation readiness, helping to reduce the risks and manage the costs of discovery through careful preparation and process improvement, with services including e-discovery preparedness, records and information management, legal hold management, discovery technology assessment and legacy data remediation; and collection, assisting clients with effectively identifying and collecting data and documents to meet discovery demands. Mr. Lee is also involved with data analytics and processing, helping clients securely reduce collected data to a manageable set for review; and providing clients and their legal counsel with a secure, online collaborative environment for hosting of documents and data for legal review. He offers efficient and timely assistance with document review and production in business disputes and investigations, as well as the accurate, on-time production of data in multiple formats. Notable assignments include design and execution of discovery processes for major multi-district environmental litigation, execution of global fraud and corruption investigations, and development of internal policies for records management and legal hold. Before A&M, Mr. Lee worked with Deloitte Financial Advisory Services in Houston for more than three years, most recently serving as a senior manager in their analytic and forensic technologies practice, focusing on complex litigation support and discovery advisory services. Earlier, he spent eight years working with a technology integration services company, serving as practice director for enterprise content management solutions, including legal hold, archival and records management technologies. Mr. Lee earned a juris doctorate degree from The University of Houston Law Center and bachelor's degree in history from the University of Houston. He is a member of the State Bar of Texas and participates in The Sedona Conference Working Group 1 on Electronic Document Retention and Production.

Erin Pope, Esq.

Erin Pope is Chief Privacy Officer and Assistant General Counsel, Golden Living.
E-Discovery Case Law Review1$5008/10/2017N/A
This course earns variable credit in different states:
  • AK (1)
  • AZ (1)
  • CA (1)
  • CO (1)
  • CT (1)
  • GA (0.9)
  • IL (0.75)
  • MO (1)
  • NH (0.9)
  • NJ (1)
  • NV (1)
  • NY (1)
  • PA (1)
  • TN (0.9)
  • VI (1)

Description

In this CLE program, three e-discovery thought leaders, including one chief district judge and one Fortune 500 legal director will review the key e-discovery cases and trends from e-discovery case law.

Topics Include

  • Analysis of three influential e-discovery cases
  • Judicial and in-house attorney’s perspective on current e-discovery issues
  • Practical lessons from the bench and in-house counsel for creating defensible e-discovery processes

Lecturer Bios

Hon. Joy Conti

The Honorable Joy Flowers Conti was born in Kane, Pennsylvania on December 7, 1948. She graduated from Duquesne University in 1970 with a Bachelor of Arts, and was awarded a J.D. degree summa cum laude from Duquesne University School of Law in 1973. She was Editor-In-Chief of the Duquesne Law Review. After graduation from law school, she served as a law clerk to Pennsylvania Supreme Court Justice Louis L. Mandrino (deceased). In 1974, she was the first woman lawyer to be hired by Kirkpatrick, Lockhart, Johnson & Hutchinson, now known as Kirkpatrick & Lockhart, LLP. In 1976 she accepted a position as a member of the faculty of Duquesne University School of Law. She became a tenured professor of law at Duquesne University School of Law and taught courses in civil procedure, corporations, corporate finance, corporate reorganizations and bankruptcy. In 1982, she returned to private practice with Kirkpatrick & Lockhart, and became a partner in 1983. In 1996, she joined Buchanan Ingersoll Professional Corporation as a shareholder. She concentrated her practice on bankruptcy, creditors' and debtors' rights, healthcare, general corporate and nonprofit corporation law. She has authored and lectured on bankruptcy and corporate law. She is a member of the Allegheny County Bar Association, the Pennsylvania Bar Association, the American Bar Association, the Women's Bar Association of Western Pennsylvania, the Federal Bar Association and the American Inns of Court – University of Pittsburgh Chapter. She is a former president of the Allegheny County Bar Association and former chair of the Allegheny County Bar Association’s Young Lawyers’ Section. She also served as secretary and a trustee of the Allegheny County Bar Foundation. She was a Governor-at-Large of the Pennsylvania Bar Association and was the chair of the Pennsylvania Bar Association’s Corporation, Banking and Business Law Section. She served in the House of Delegates of the American Bar Association, and she is currently serving in the Pennsylvania Bar Association’s House of Delegates. She was a co-chair of the Pennsylvania Bar Association’s Task Force on Legal Services for the Poor, Part II. She was listed in The Best Lawyers in America while in practice and is listed in Who’s Who in America and Who’s Who in American Law. She is a member of the American Law Institute and the American Judicature Society. She is a fellow of the American College of Bankruptcy, the American Bar Foundation, the Pennsylvania Bar Foundation and the Allegheny County Bar Foundation. She was president of the Historical Society of the United States Court of Appeals for the Third Circuit. She has also served on numerous non-profit boards throughout her career. In 2002, she received the Outstanding Leadership Award in Support of Legal Services given by Pennsylvania Legal Services. In 1995, she was the second recipient of the Pennsylvania Bar Association's Anne X. Alpern Award, which annually recognizes one outstanding woman lawyer or judge. Also in 1995, she received the Vectors/Pittsburgh Award for Woman of the Year in Law and Government. In 1993, she received the YWCA Greater Pittsburgh Tribute to Women Award for Professionals and the Allegheny County Bar Association's Pro Bono Award. In 1981, she was recognized as one of the 10 Outstanding Young Women in America and as the Outstanding Young Woman in Pennsylvania. She is married to Anthony T. Conti and they have three children.

Jennifer Hamilton, Esq.

Senior & Global eDiscovery Counsel; John Deere

Bob Rohlf, Esq.

Director, E-Discovery Strategies, Exterro, Inc. • Has deep experience in managing process improvements projects in a variety of industry sectors • Extensive experience in managing professional services teams and building effective client relationships • Prior to Exterro, served as Global Services Director for Commerce One • Holds an MBA from Oregon State University and a JD from Lewis and Clark School of Law