Celesq® Attorneys Ed Center
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Programs in E-Discovery

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Sedona Provides Updated, Practical Guidance for Legal Holds (06/18/2019)

Program Number: 2975 Presenter: Donna L. Fisher, Esq., Matthew J. Hamilton, Esq., Jason Lichter, Esq., Robin E. Martin, Esq.

Good-faith, reasonable, and proportional document preservation should be top of mind for any entity trying to satisfy its discovery obligations and mitigate the risks associated with failing to preserve potentially relevant, discoverable electronically stored information. Given the increasing volume and variety of ESI, determining what to preserve—and when to do so—is vital. This panel discussion, featuring four experienced litigators and e-discovery experts from Pepper Hamilton LLP, will use the recently announced Sedona Conference Commentary on Legal Holds, Second Edition as a starting point for a discussion of recent case law and best practices for determining when a legal hold should be imposed, the types of data to be preserved and what steps should be taken to create an effective and defensible preservation program. As they will emphasize, distributing the legal hold is typically only the first step in the process –oversight and periodic refinement are key to its

$95.00Online Audio Add to Cart

The Role of Social Media in E-Discovery: Current Developments for All Attorneys (04/15/2019)

Program Number: 2971 Presenter: Theresa M. Coughlin, Esq., Kristen A. Lejnieks, Esq.

As social media takes on an increasingly central role in people's lives, all attorneys must understand the implications of this expansion on e-discovery. This presentation covers preservation, collection, and processing issues unique to social media and emerging social media case law.

$95.00Online Audio Add to Cart

Ethics-Attorney Client Privilege for In-House Counsel (02/12/2019)

Program Number: 2948 Presenter: Carole Buckner, Esq.

The program will cover important considerations regarding the duty of confidentiality, the attorney client privilege and work product doctrine, from the perspective of the in-house lawyer, including operating in dual roles involving both business and legal advice. We will also touch upon privilege in international communications and differences in privilege and confidentiality between states, and between state and federal jurisdictions. Finally, we will address email practices in light of the above.

$95.00Online Audio Add to Cart

Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors (02/27/2019)

Program Number: 2920 Presenter: David R. Johanson, Esq., Roberta Casper Watson, Esq.

An employee stock ownership plan or “ESOP” can be an extremely useful tool in terms of tax and employee benefits that it provides and in the contexts of business succession planning and corporate mergers and acquisitions. The design and structure of ESOP transactions and the administration of ESOPs in general, however, remain subject to heightened scrutiny. To help ERISA counsel, accountants, and corporate directors and officers understand the statutory and regulatory framework that governs ESOP transactions, our panel will discuss applicable laws and regulations impacting ESOP transactions, available regulatory guidance, and other critical considerations for structuring ESOP transactions. This program on advanced structuring alternatives for ESOP transactions will address the available financing alternatives for ESOP transactions, ESOP transaction structure alternatives, how management incentive plans may factor into transaction planning and procedures, clawbacks and earn-outs in ESOP transactions, and potential conflicts of interests in structuring ESOP transactions.

$95.00Online Audio Add to Cart

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