Course List

There is a large remote fire loss in Alaska that takes 1-2 days of travel once you’re off the plane. Just as you arrive with your team, you get a text message that one of the parties will not be able to attend and wants to reschedule. What do you do?

This is where 3D scanning such as LiDAR and photogrammetry could save weeks of time and $1,000’s for all parties involved. This is an actual case example pulled from the files of Andrew Bennet, a fire & explosion investigator. In this CLE, Andrew Bennet will show you how 3D scanning can be deployed in your cases, detail the difference between LiDAR & photogrammetry, present 2 case examples & 2 actual 3D models, address the limitations and illustrate how 3D scanning can be used in litigation to virtually walk juries through crime scenes, accident reconstructions and fire investigations. Additional topics: scene documentation, virtual inspections, spoliation, crime scene work, “stitching,” joint scene exams vs. solitary exams, discovery & alteration, admissibility and receiving the 3D model.

Andrew Bennett is Fire & Explosion investigator at Envista Forensics. He has more than 20 years of experience, conducting over 1600 fire and explosion investigations globally in both the public and private sectors.

How can you serve as the most effective and valuable resource for your business clients? It doesn’t start with going into the file cabinet and pulling out a bunch of arcane legal forms. It starts with strategy and preparation followed by proper documentation.

Following these methods presented by Melody Kramer you will become an invaluable resource for your small business clients thinking about a collaborative venture with another entrepreneur or business person. Melody will mainly cover these topics: preparing the client, purpose & structure of the agreement, defining the terms of the relationship, due diligence before drafting the agreement, discussing the legal framework with clients and drafting the collaboration agreement. Additional subjects addressed: choice of entity, ownership & revenue sharing, liability, work product, control of contributions, balance of power, dividing responsibilities, the checklist, dispute resolution, the method of terminating the business, paperwork and dignity & respect. Melody will also discuss numerous case examples from her practice.

Melody A. Kramer is a trial lawyer, author, speaker, innovator and visionary. Melody has earned a reputation as a fearless advocate for clients in courtrooms across the country and an innovative problem solver in keeping people out of court.

Lawyers are trained to solve others’ problems, yet many struggle when it comes to their own well-being. This course provides an accessible, ethics-grounded introduction to mental health and therapy for legal professionals. Attendees will examine the intersection between professional responsibility and lawyer well-being under the ABA Model Rules, including duties of competence, diligence, supervision, and withdrawal. The session also explores the ethical dimensions of recognizing impairment, referring colleagues or clients for help, and fostering a healthier law firm culture. Drawing from both legal and clinical perspectives, this program equips attorneys with practical tools for self-care, informed referrals, and ethically aligned support of others’ mental health needs.

Learning Objectives:

1. Identify ethical obligations related to attorney mental health under ABA Model Rules 1.1 (Competence), 1.3 (Diligence), 1.16(a)(2) (Withdrawal), 5.1 (Supervision), and 1.14 (Clients with Diminished Capacity).

2. Recognize signs of impairment in oneself, colleagues, and clients, and understand appropriate steps and resources for referral.

3. Differentiate between major types of therapy and helping professionals to make informed, ethical referrals or personal choices for support.

4. Evaluate the barriers to help-seeking in the legal profession and strategies to reduce stigma consistent with ethical and professional responsibility standards.

5. Apply ethical principles of empathy, confidentiality, and competence when assisting others experiencing mental health challenges.

Elon Slutsky is a psychotherapist, attorney, and researcher based in Denver, Colorado. With a multidisciplinary academic background, he holds a bachelor's degree in Biology and English from Amherst College, a master's in Secondary Education from Pace University, a J.D. from Cornell Law School, and an M.A. in Mental Health Counseling from Northwestern University, completed in March 2024. In 2024–25. He is serving as a Fulbright Research Fellow, focusing on extending schema therapy into a transdiagnostic therapeutic framework tailored for highly skilled professionals like doctors and lawyers.

Mediation presents unique opportunities and challenges for lawyers—whether serving as advocates for clients or neutrals guiding resolution. Yet, common ethical missteps can undermine the process, damage credibility, and even create professional liability. This CLE will explore how attorneys can avoid the most frequent ethical pitfalls in mediation by grounding practice in the ABA Model Standards of Conduct for Mediators and applicable professional conduct rules. Participants will gain practical guidance on preparing ethically for mediation, building rapport with parties, maintaining neutrality, and balancing zealous advocacy with duties of candor and fairness. Through real-world examples and best practices, the course empowers lawyers to engage in mediation with confidence while protecting both their clients and their professional integrity.

Learning Objectives:

1. Identify the most common ethics mistakes that occur in mediation from both the advocate’s and neutral’s perspective.

2. Apply the ABA Model Standards of Conduct for Mediators and Rules of Professional Conduct to mediation practice.

3. Evaluate how to prepare for mediation in a way that aligns with ethical duties to clients and the process.

4. Implement strategies for building rapport and maintaining neutrality while avoiding bias or undue influence.

5. Recognize red flags and apply preventative measures to reduce the risk of ethical violations in mediation.

Francine Friedman Griesing has over 40 years of experience, she is a strategic advisor to top executives, general counsel, and institutions—handling complex business transactions, high-stakes litigation, employment matters, ethics, and alternative dispute resolution. She has served as an advocate and a neutral arbitrator and mediator in range of commercial and employment disputes. Her clients include Fortune 500 companies, privately-held businesses, non-profits, higher education institutions, law firms and individual professionals and executives.

You get a call from an old friend that needs help. His brother-in-law works for the government in Thailand and he wants your help to wire transfer $6.5 million out of the country, set up a series of LLCs and then buy luxury condos. Good idea to represent this client?

The drug trade and globalization has led to more dirty money flowing into the U.S. and lawyers unwittingly taking part in money laundering. Timothy Dunfey will teach you the risks & red flags of money laundering and how to protect yourself, your clients and your law firm from being used as a laundromat. In this CLE he will: discuss the lawyer’s role as gatekeepers, explore relevant federal regulation, show you how to measure geographic risk and detail the guidance to attorneys from the ABA. Additional topics: protecting your trust accounts, placement, layering, integration, the 1MDB case, Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR’s), the USA Patriot Act, the Anti-Money Laundering Act of 2020, the Office of Foreign Asset Control (OFAC), Geographic Targeting Orders (GTO), real estate, title companies, knowing your client, Beneficial Ownership, Client Due Diligence and the danger of cash businesses.

Timothy Dunfey, Esq., CFE, CAMS, is a consulting expert who has 16 years of experience in financial services operations and compliance. Mr. Dunfey is a highly seasoned professional experienced in all facets of AML and OFAC processes, regulatory communications, investigations, and risk management.

Eyewitness testimony is powerful—but not always reliable. Decades of research have shown that memory can be fallible, and mistaken identifications remain a leading cause of wrongful convictions. In this CLE, expert witness testimony expert Dr. Curt Carlson draws on empirical research and real-world cases to explain how and why eyewitnesses can get it wrong—and what legal professionals can do about it. Participants will explore the science of perception, memory, and bias, learn about common pitfalls in police lineups, and review best practices that align with current psychological evidence. This session will help attorneys better evaluate the reliability of eyewitness testimony and improve how such evidence is addressed in investigations and at trial. Learning Objectives:

1. Identify key psychological variables that affect the accuracy of eyewitness identification.

2. Analyze common procedural flaws in police lineups and interviews that contribute to false identifications.

3. Evaluate the probative value of eyewitness testimony using scientifically grounded criteria.

4. Apply best practices in case strategy when dealing with eyewitness evidence, whether prosecuting, defending, or presiding.

5. Advocate for or challenge the admissibility and weight of eyewitness evidence through effective use of expert testimony.

Curt Carlson, Ph.D., is a distinguished cognitive psychologist whose academic journey informs his work at the intersection of psychology and the legal system. Since joining East Texas?A&M, he has led research on eyewitness memory and lineup procedures, secured a $344K National Institute of Justice grant, and holds fellowships in the American Psychology–Law Society and Psychonomic Society.

Public keys, blockchain and NFTs. Crypto is becoming an increasingly more common asset in divorce cases. But the reality is that many attorneys have no clue about cold wallets, decentralized exchanges and Bored Apes. Further, crypto is also one of the easiest ways to hide money for a tech savvy spouse.

In this CLE Kelly Burris will discuss valuing unusual assets like collectibles, handling mineral rights and finding & dealing with cryptocurrency in divorce cases. Additional subjects: collectibles, getting an expert for valuations, the economic analysis method for valuing patents, the legal benefits of copyright protection, the strength & value of a trademark, “I Drink Your Milkshake” — The Rule of Capture, fair market value, book value, insurance value, appraised value, crypto for dummies, beyond BitCoin, public keys, private keys, decentralized blockchain wallets, the BlockChain, how parties hold crypto, third party centralized exchanges like Coinbase, mining, questions for clients, finding crypto, discovery, interrogatories and tax issues. Crypto can be an ideal way to hide marital assets because even an experienced family lawyer may not know enough to suspect its existence in a divorce case.

Kelly L. Burris got into family law to help people instead of corporations. “I wanted to be able to help people get through these tough situations in their lives and do it the right way.”

There are billions of iPhones, Droids, tablets, Alexas and other digital devices in the world. And with countless apps, limitless tracking capabilities & ubiquitous WiFi, that iPhone in your client’s pocket holds a treasure trove of electronic information. Don’t worry though — you don’t have be a total tech geek to understand how cell phone forensics can help you in your criminal and civil cases. Lars Daniel breaks things down in plain English by utilizing colorful case examples to illustrate how electronic information generated by cell phones and digital devices can make — OR break — your client’s case. Lars will mainly discuss the proper (and improper) collection, acquisition, analysis and examination of electronic evidence on smartphones and challenging digital evidence generated by cell phones. Lars will also address the following topics: “thumb forensics” & first responders, file systems, deleted & destroyed data, conducting manual examinations, Google Maps location data, user accounts, Internet searches & web history, call logs, text (SMS) messaging, apps, timelines, affidavit highlights, video verification, fakes messages and spoofing.

A seasoned digital forensics expert,, author and speaker, Lars Daniel has attended over 350 hours of forensic training and has worked on over 500 cases involving murder, child pornography, terrorism, rape, kidnapping, intellectual property, fraud, wrongful death, among other case types.

The BTK killer operated for 25 years before being apprehended. His undoing was in 2005 when he sent a taunting floppy disk to a Wichita TV station. This allowed police to find metadata embedded in a deleted Microsoft Word document that was (unknown to Dennis Rader) still stored on the floppy disk & led police to uncover his identity at the church he worked at.

Twenty years later and the amount of electronic devices has exploded – and so has digital evidence – from Apple watches & cloud data to CPAPs & home security systems. But do you know where to look for it and how to analyze the digital evidence once you get it? Lars Daniel will explain why the field of digital forensics has become essential to attorneys because almost every civil & criminal case now hinges on data and digital evidence generated from electronic devices. Case examples presented: Distracted Driver Case (Cell Phone Forensics), Wearable Technology Forensics (Cyclist & Trucking Accident), Kidnapped!! (Apple Watch & iPhone evidence), Snapshot in time: User Actions, Video Forensics (Arson & Burglary), In-Vehicle Infotainment Forensics, Computer Forensics, Call Detail Records (CDRs): Arson, Lyft driver assault accusation and Audio Forensics (domestic violence & assault). Topics: structured data, semi-structured data, unstructured data, metadata, encrypted data, archival & backup data, system generated data, deleted data and the digital forensics method (Identification, Preservation & Acquisition, Examination & Analysis, Presentation & Reporting).

An expert, author and frequent speaker, Lars Daniel has attended over 300 hours of forensic training and has worked on over 500 cases involving murder, child pornography, terrorism, rape, kidnapping, intellectual property, fraud, wrongful death, employee wrongdoing & international e-discovery collections, among other case types.

Most clients want everything in a contract negotiation. Unfortunately, the other side probably wants everything too. The real question for practitioners is: which clauses are truly worth the fight? The answer, of course, is…. it depends.

In this CLE, Kristi Zentner and Heather Marx — a seasoned transactional attorney & an experienced commercial litigator — share insights drawn from daily practice on both sides of the negotiating table. They explore the most common flashpoints in contract drafting and negotiation, from indemnification and limitation of liability to representations, warranties, and confidentiality provisions. The dynamic duo also provide practical strategies for recognizing which provisions merit aggressive advocacy, show you how to tailor clauses to a client’s risk profile, and drafting the contact with enforceability in mind. Attendees will also gain tools for memorializing the negotiation: ensuring that contracts clearly reflect agreed terms, avoid ambiguities and reduce the risk of costly disputes down the road.

Learning Objectives

* Identify key contract clauses — such as indemnification, limitation of liability, and representations and warranties — that most often become points of contention and potential litigation.

* Evaluate negotiation dynamics, including leverage, market conditions, and counterparty risk, to determine which provisions are worth pressing and which can be compromised.

* Draft clear and enforceable risk-shifting provisions tailored to the transaction, including defining scope, triggers, exceptions, and remedies.

* Recognize common mistakes in contract drafting and negotiation that create ambiguity or weaken enforceability, and implement strategies to avoid them.

* Apply effective review techniques to ensure that contracts accurately memorialize negotiations, reflect agreed business terms, and align with preliminary documents such as term sheets or letters of intent.

* Integrate practical drafting tips—such as consistency of defined terms, clarity of structure, and avoidance of boilerplate legalese—into daily practice to improve contract quality and reduce litigation risk.

Kristi Zentner, Esq., is a transactional attorney who represents clients in general business, supply chain management, as well as tariff, customs, and trade matters. Heather Marx. Esq., applies her experience in the areas of complex business and commercial litigation to represent a variety of clients.

Nathan Osborn frequently works with clients to buy investment properties on the ski slopes of Breckenridge, Beaver Creek, Aspen and more. These clients buy these properties as VRBOs (Vacation Rental By Owner) to generate revenue – but what they fail to realize is that one accident on their property could put their personal assets at risk. Nate Osborn often recommends a very practical solution that offers asset protection & tax benefits – the LLC. In this CLE he provides practical guidance on how to draft a real estate limited liability company (LLC) operating agreement. Nate will provide a plethora of practical guidance on: asking the right questions, determining whether an LLC is the appropriate entity for your client, selecting a member or manager managed LLC, maximizing personal asset protection through the LLC, drafting capital contribution provisions, drafting real estate profit distribution provisions, drafting dispute resolution provisions and tax implications & how to maximize tax benefits. Specific topics covered: vacation rentals & investors, understanding the client’s business, the advantages of LLCs in real estate, putting title to real estate into an LLC, potential LLC liability, piercing the corporate veil, structuring capital calls, provisions to share real estate profits, incorporating IRAs, holding strategies & double FICA taxes and utilizing 1031 like-kind exchanges.

Nathan G. Osborn, Esq., focuses on real estate litigation, real estate transactions and commercial litigation. Mr. Osborn effectively uses his significant trial experience to help transactional clients avoid situations that often end up in court.

From structuring million dollar deals to negotiating high level partnership agreements, transactional attorneys must deploy a broad quiver of skills when counseling businesses and the entrepreneurs and executives that start and run them.

R. Shawn McBride assists business owners with their legal issues on a daily basis. From his years of experience he sees common issues that arise when overzealous attorneys overstep - or altogether ignore - ethical boundaries. In this CLE he provides numerous case examples and practical measures that can be deployed to remain ethical when working with business clients. Ethical topics covered: Rule 1.2 — Scope of Representation, Rule 1.7 — Conflicts, Rule 1.10 — Business Transactions with Clients, Rule 1.18 — Duties to Prospective Clients, Rule 1.13 — Organization as Client, Rule 2.4 — Lawyer as 3rd Party Neutral, Rule 4.3 — Unrepresented Persons, Rule 5.1 Supervisors & Subordinates, Rule 7.3 — Solicitation, Rule 1.5 — Fees, Rule 1.15 — Safekeeping Property, Rule 1.3 — Diligence, Rule 8.3 — Reporting Professional Misconduct and Rule 2.1 — Advisor.

Based in Dallas, R. Shawn McBride works with business owners all over the country. He frequently speaks on business and legal topics and he is currently licensed to practice law in 13 states and the District of Columbia.

Ethical Mistakes that Could Cost You Your License explores the most frequent missteps that lead to attorney discipline—and how to avoid them. From trust account violations to client communication breakdowns, unauthorized practice of law, and improper withdrawal from representation, this program draws from real-world scenarios and applicable ABA Model Rules. Participants will leave with practical tools to improve ethical decision-making, reduce professional risk, and deliver better client service. Learning Objectives:

1. Identify common ethical violations that lead to discipline, suspension, or disbarment.

2. Apply the appropriate ABA Model Rules when managing client funds, communications, and fees.

3. Recognize the boundaries of authorized practice and how to ethically manage multijurisdictional or remote work.

4. Evaluate best practices for withdrawal from representation while safeguarding client interests.

5. Understand the disciplinary process and consequences of failing to respond to a complaint.

Cari L. Sheehan is Assistant General Counsel at Taft Stettinius & Hollister, where she focuses on professional responsibility, conflicts of interest compliance, and civil litigation. She regularly reviews outside counsel guidelines, conflict waivers, and engagement letters, and provides firm-wide ethics training. In addition to her role at Taft, Sheehan is an adjunct professor at Indiana University’s Robert H. McKinney School of Law, where she teaches Professional Responsibility.

This CLE program provides attorneys with critical guidance on navigating the increasingly intertwined worlds of legal ethics, malpractice risk & cybersecurity. As law firms become prime targets for cyber threats, ethical responsibilities under the ABA Model Rules demand heightened awareness and action.

Led by attorney Jeff Cunningham — who defends lawyers and firms in malpractice and ethics cases — this course explores the blurred lines between ethics violations and cyber negligence. Through practical strategies and real-world examples, the course offers attorneys actionable methods to build ethical “guardrails” that protect both client data and professional reputations. Topics include vendor due diligence, cyber infrastructure, legal tech trends, client counseling on cyber duties, and enhancing law firm security teams. Participants will gain a deeper understanding of key ethics rules, including Competence (Rule 1.1), Confidentiality (Rule 1.6), Communication (Rule 1.4), and Supervision Responsibilities (Rules 5.1–5.3), as applied in the digital age. Attorneys will walk away with a playbook for proactive compliance — ensuring they meet ethical obligations while mitigating malpractice and cyber liability in a high-risk environment.

Learning Objectives:

• Identify and interpret key ethical rules—including ABA Model Rules 1.1, 1.4, 1.6, and 5.1–5.3—as they apply to cybersecurity responsibilities in legal practice.

• Distinguish between ethical violations and legal malpractice in the context of cyber risk, and recognize how blurred boundaries create new areas of liability.

• Develop practical strategies for cyber compliance, including building secure infrastructure, conducting vendor due diligence, and training legal staff and nonlawyer personnel.

• Evaluate their firm's current cyber readiness and implement “ethics guardrails” to proactively reduce exposure to cyber threats and ethics grievances.

• Advise clients effectively on their own cybersecurity obligations, enhancing client service and meeting ethical duties under communication and competence rules.

Jeff Cunningham, Esq., actively defends lawyers and acts as outside General Counsel to small and mid-sized law firms across the United States, while also serving as this firm’s General Counsel. Jeff defends industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. With an emphasis on simple systems of risk management, Jeff brings a holistic approach of protecting our clients before problems occur.

Negotiation is at the heart of legal advocacy, but where is the line between persuasive positioning and unethical conduct? This CLE program explores the ethical boundaries attorneys must navigate during negotiation—whether in litigation, contracts, or settlement discussions. Using hypotheticals, real-world case law, and ABA Model Rules, this session dives into candor and misrepresentation, puffery versus deceit, duties when encountering drafting errors, and communication with represented or unrepresented parties. Designed for litigators, transactional attorneys, and in-house counsel alike, this session equips lawyers with practical strategies to uphold professional responsibility while still zealously advocating for their clients.

Learning Objectives:

1. Identify key ethics rules and opinions applicable to negotiation conduct.

2. Distinguish between permissible negotiation tactics (e.g., puffery) and prohibited misrepresentations.

3. Apply ethical duties related to truthfulness and disclosure during settlement or contract drafting.

4. Evaluate risks of liability, including civil, disciplinary, and malpractice exposure for unethical negotiation behavior.

5. Comply with rules governing communication with represented and unrepresented parties.

Noah Fiedler is a shareholder at Barron & Newburger, P.C., where he serves as a co-leader of the Attorney Risk Management Practice Group and heads the firm’s Wisconsin office. He specializes in assisting lawyers and law firms, providing guidance on best practices to prevent issues and representing clients against claims. Noah boasts extensive experience in defending lawyers in cases involving malpractice, breach of fiduciary duty, defamation, misrepresentation claims, and disciplinary proceedings.

In the last installment of his comprehensive evidence series, Michael DeBlis takes a deep dive into every attorney’s favorite subject – out-of-court statements other than the one made by the declarant while testifying at a trial or hearing that is offered into evidence to prove the truth of the matter asserted.

Yes, hearsay. Mike will mainly cover the following points on hearsay: Rule 801 & hearsay definitions, forms of non-hearsay and the hearsay exceptions. Specific topics: determining who the declarant is, the 4 point hearsay checklist, verbal acts, non-assertive conduct, state of mind, prior inconsistent statements, prior consistent statements, prior identifications, direct admissions, transactional words, witness unavailability, present sense impression, excited utterance, statement of present mental or physical condition, past recollection recorded, business records, public records, hearsay exceptions dealing with records, learned treatises, hearsay catch-all exceptions, dying declaration, declaration against interest, hearsay exceptions under 804. Mike will also provide numerous memorable hypotheticals so you can think fast on your feet during the trial and practically deploy the Rules of Evidence to your advantage.

Michael is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law. As a former public defender, he has spent nearly eight years cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey.

$150,000 — that’s the average ransomware payment paid by law firms to get their data back. Further, small & midsize law firms are most at risk from ransomware attacks because of their lack of cybersecurity preparedness — and because they think they’re too small to be targeted.

Tom Kirkham will dispel common cybersecurity myths and show you the five steps your law firm can take to protect against crippling and expensive ransomware and cyberattacks. To protect your firm you should: (1) Employ EDR (2) Use MFA (3) Use Storage Encryption (4) Continue Defensive Improvements and (5) Use a Skilled Security Team. Tom will also discuss ethics & technological competence, cybersecurity & confidential client data, InfoTech vs. InfoSec, cybersecurity insurance, the NIST Cybersecurity Framework and the White House response to ransomware. These 5 crucial steps will dramatically increase your overall law firm network security stance and will help your firm avoid being hit by a malicious cyberattack.

Tom Kirkham, founder and CEO of Irontech Security, provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment with cybersecurity training programs for all workers to prevent successful attacks.

Understanding who qualifies as an “employee” under the Fair Labor Standards Act (FLSA) is critical for ensuring wage and hour compliance. In this CLE, Michael Minkoff, Partner at Stevenson Marino LLP, breaks down the legal framework that governs employee classification, with a particular focus on how it impacts minimum wage and overtime eligibility. The program explores key definitions under the FLSA, common exemptions, and the practical implications of misclassification. Attendees will gain a foundational understanding of the criteria used to determine employee status and the potential risks employers face when these rules are misunderstood or ignored.

Learning Objectives:

1. Define the term “employee” under the Fair Labor Standards Act (FLSA) and distinguish it from independent contractors.

2. Identify the key tests and factors used to determine employment status for overtime purposes.

3. Understand the major exemptions to FLSA overtime rules, including the “white-collar” exemptions.

4. Recognize common misclassification pitfalls and legal consequences of non-compliance.

5. Apply FLSA principles to real-world scenarios to better advise clients or assess internal risk.

Michael R. Minkoff is a Partner in Stevenson Marino LLP’s Employment Law and Commercial Litigators group. He advocates for workers cheated out of wages, combats workplace discrimination and harassment, and protects whistleblowers. With experience as lead counsel in over 200 cases, Michael has been appointed class counsel in unpaid wage actions across various industries

A few years back a family friend signed a personal guarantee on her son’s new restaurant venture. Things were going great until COVID hit — now the business is on the verge of collapse and she at risk of losing everything. Is there anything that can be done?

Asset protection is a field of law dealing with shielding assets from the claims of creditors. While you cannot “hide” assets or make them completely unreachable, Jacob Stein will show you how to make it more difficult and expensive for creditors to get to. Jacob will mainly discuss asset protection in our new age of global transparency, utilizing irrevocable trusts & LLCs and protecting specific assets like homes, apartment buildings, cash & crypto. Additional topics: the effects of COVID on businesses, personal guarantees, real estate, the Homestead exemptions, voidable conveyances laws (fraudulent transfers), the powers given to the trust protector, drafting the trust, self-settled trusts, setting up a trust in a foreign jurisdiction, dealing with community property, charging orders, retirement plans and utilizing offshore structures.

Jacob Stein is a partner with the law firm Aliant, LLP, in Los Angeles, California. A prolific writer and speaker, Mr. Stein has represented over a thousand clients, from Forbes 400 families to Internet entrepreneurs. He focuses on asset & income protection, in addition to International Tax issues.

Modern law firm visibility is no longer about phone books and business cards — it’s about showing up ethically in online search results. But maintaining ethical standards when advertising online can be a tricky proposition filled with potential pitfalls.

This CLE explores how attorneys can effectively and ethically use Local SEO, Google Business Profiles, and AI-driven search tools to attract clients while staying compliant with ABA Model Rules 7.1–7.3. Designed for solo practitioner &, small-firm attorneys, this course demystifies the intersection of digital marketing and professional responsibility. Attendees will learn how to increase online visibility, manage client reviews and present truthful, transparent, and compliant content across all digital platforms. Real-world examples illustrate both ethical best practices and common missteps that can lead to bar complaints. The course concludes with actionable strategies attorneys can use to boost rankings — without sacrificing integrity.

Learning Objectives:

• Interpret and apply ABA Model Rules 7.1–7.3 to online marketing, advertising and client communications.

• Understand the fundamentals of Local SEO and how they affect law firm visibility within a defined geographic area.

• Develop, optimize and ethically manage a Google Business Profile to enhance credibility and compliance.

• Implement ethical practices for client testimonials and online reviews, ensuring confidentiality and authenticity.

• Recognize the ethical risks and opportunities in emerging technologies, including AI-driven search algorithms and generative content.

Olha Bodnar is the founder of Ethos Leads, a digital marketing agency for growth-minded law firms. Olha takes a different approach to digital marketing for growth-minded law firms. With over a decade of experience, she understands the unique challenges and ethical concerns attorneys face when advertising online.