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Programs in New York - BOTH New and Experienced Attorneys



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All Good Things Come to an End: Preserving Value, Minimizing Liabilities and Taking Advantage of Opportunities During an Economic Downturn

Program Number: 2933 Presenter: Marc E. Hirschfield, Esq., Marc Skapof, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** A decade after the “Great Recession,” numerous indicators—some new, some old—point to the reemergence of troubled times in the near future. Regulators and investors have little to no visibility into the pools of hundreds of trillions of dollars of derivatives and other esoteric securities pegged to the debt markets; outstanding U.S. corporate debt exceeds $7.5 trillion; interest rates are on the rise; geopolitical uncertainty over trade policy and BREXIT contributes to market volatility and a wall of high yield debt is set to mature in 2019/2020. Against this backdrop, it would be fool hardy to assume the good times will never end; instead, prudence dictates preparing for the storm before it reaches shore. This program is designed to equip in-house and outside counsel alike with the knowledge

$95.00Audio CD Add to Cart

Designing and Drafting the Integrated Estate Planning Structure

Program Number: 2924 Presenter: Andrew Bechel, Esq., Edward D. Brown, Esq., GreenspoonMarder, PA

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** Asset protection practitioners need to be well-versed in the relevant core concepts before endeavoring to assist their clients with a plan’s design and implementation. In this program, Edward D. Brown will provide an in-depth introduction to the conceptual design and implementation of a client’s overall integrated estate plan. Areas of discussion will include what is an integrated estate planning trust (“IEPT”), what is a limited partnership, a general overview of an integrated estate plan, balancing protection with flexibility, how much of the client’s overall estate should one set out to protect, an overview of available integrated estate planning techniques, whether an IEPT should stand alone or be integrated with the client’s overall estate plan, the trustee selection process and whether an IEPT’s settlor(

$95.00Audio CD Add to Cart

Recent Developments in Asset Protection Planning During 2018 and into 2019

Program Number: 2923 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Jacqueline Z. Fox, Esq., LL.M.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** This presentation will cover "takeaways" from past cases, including the more recent developments. Mr. Brown will discuss how these cases continue to create a blueprint for how to properly structure asset protection and estate plans and how best to administer those already in place. The importance of timing will also be analyzed with respect to wealth transfers.

$95.00Audio CD Add to Cart

Filing Taxes on Crypto Gains/Losses

Program Number: 2918 Presenter: John Rafferty, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** After millions of new users flooded Cryptocurrency exchanges in late 2017, most cryptocurrencies saw a jumpy start to 2018 and erased many of their recent gains during the remainder of the year. Crypto investors were faced in 2018 with the choices to sell depressed assets or acquire new positions at discounted rates. Whether investors bought or sold, or just conducted atomic swaps in their crypto wallets, these transactions create certain, specific obligations for U.S. Citizens, whether home or abroad. Tune in to this Crypto/Tax CLE to learn about the legal requirements for reporting crypto gains, losses and swaps and learn about some online tools that just might make preparing to file your return simpler.

$95.00Audio CD Add to Cart

Blockchain Developments: Payments, Capital Markets, Enterprise and Patents

Program Number: 2917 Presenter: Brian P. Bartish,Esq., Jonathan D. Blattmachr, Esq., Robert A. Musiala, Jr., Esq, Simone O. Otenaike, Esq., Jaime B. Petenko, Esq.

**** CD's are pre-order only and not available until after the program date - Online Programs are not available until after the program date. CLICK ONLY THE ONLINE BUTTON TO ADD TO CART, IF THAT BUTTON IS NOT AVAILABLE, THE PROGRAM HAS NOT YET BEEN PRODUCED **** By now most professionals have heard about blockchain, but many still have questions about what makes this technology unique and how it will affect the business landscape. This presentation will seek to address these questions by providing an in-depth look at the key technical concepts behind blockchain and a framework for distinguishing between Bitcoin and enterprise grade blockchains. From there we will provide an overview of the critical legal, accounting and cybersecurity issues related to the emerging blockchain market. The presentation will close by highlighting some of the emerging use cases for blockchain, including tracking the food supply chain, self-sovereign identity, smart contracts and more.

$190.00Audio CD Add to Cart

An Insider’s Guide To Matrimonial Law in New York

Program Number: 2915 Presenter: Michael A. Mosberg, Esq., Peter R. Stambleck, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** This program is designed for non-family attorneys who represent individuals that require or may require guidance as to issues involving the practice of family law. The program will provide an overview of the major family law topic areas which shall be taught in a lecture format and supported with comprehensive materials.

$95.00Audio CD Add to Cart

Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Program Number: 2907 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Jacqueline Z. Fox, Esq., LL.M.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** Attorneys who engage in asset protection planning for the more moderate and medium net worth clients should be well versed in the planning tools that are available without having to “go offshore” or create complex and expensive protective structures. This course eases the attorney into the introductory phases and practical solutions to offer to clients for their asset protection needs. The course will discuss in some detail the asset protection concepts and various designs. Join Edward D. Brown, Esq. for this informative overview of the various tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

$95.00Audio CD Add to Cart

Improving the Law Firm-Client Relationship with Technology to Create Transparency & Set Clear Expectations

Program Number: 2905 Presenter: Catherine Krow, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** When clients complain about their firm, their dissatisfaction often boils down to a lack of communication around costs. A law firm can achieve the best outcome in the world, but when clients get bills they did not expect and do not understand, the relationship will be compromised. Experienced litigator and business-of-law expert Catherine Krow will explain how technology can change this dynamic. With collaborative tools and data analytics, lawyers can provide an unprecedented level of transparency and communication around scope, staffing, costs, and the financial implications of changing circumstances. When the expectations are clear all the way through the matter, there are fewer unpleasant surprises breaking down the attorney-client relationship

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The New Normal: 8 Steps to Seeing if Your Company Defends Customer Data

Program Number: 2904 Presenter: Elizabeth G. Litten, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** According to a recent IBM survey, nearly two-thirds of consumers are more concerned about a breach of their private data than they are about going to war. Companies of all types and sizes collect and maintain customer data, and the customer assumes and expects that the company will protect their data and will not use, store, or share it in a way that puts them at risk. Today, a company should put as much effort into defending and protecting its customer data as it puts into defending and protecting its proprietary data and trade secrets, since breach, loss, or misuse will, at the very least, erode customer trust and the company’s reputation. Please join Fox Rothschild Partner and HIPAA Privacy and Security Officer Elizabeth Litten as she

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How Do You Solve a Problem Like E-mail?

Program Number: 2903 Presenter: Therese Craparo, Esq.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** For years, e-mail has been both a vital communications tool and a growing liability for many organizations. While e-mail may contain critical business records and data subject to legal hold, years of lax management, exponentially increasing volumes, and changing or aging e-mail systems present significant cyber-security, data privacy, litigation and operational risks. And with the advent of technology platforms that allow for more sophisticated indexing and analysis of data, including Microsoft 365, cleaning-up historical e-mail and developing processes that leverage new technology will be transformative for e-mail risk management. This program will review strategies for managing the risks associated with e-mail, including retention, Records categorization, legal hold implementation, auto-disposal, and centralization and will review case studies on: (i) the use of record classification technology to categorize 1.5 billion e-mail messages; (

$95.00Audio CD Add to Cart

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