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    State Bar of Arizona
    Choose from a large library of topics specifically created for your practice needs.
    Business Law, Estate & Trust Planning, Real Estate, Employment Law, and much more!
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    State Bar of Arizona
    Choose from a large library of topics specifically created for your practice needs.
    Business Law, Estate & Trust Planning, Real Estate, Employment Law, and much more!

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Select from hundreds of CLE courses and watch on your terms.

UPCOMING EVENTS

Course1
22 Jan

Lawyer Ethics When Working with Paralegals


Format: Audio Webcast

Minutes: 60

Course1
25 Jan

LIVE REPLAY: Rights of First Offer, First Refusal in Real Estate


Format: Audio Webcast

Minutes: 60

Course1
26 Jan

LIVE REPLAY: Ethics in Trust and Estate Practice


Format: Audio Webcast

Minutes: 60

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Every program from the catalog is entitled to one CLE credit.

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POPULAR COURSES

Course1

Drafting Wills & Trust Documents to Reduce Risks of Challenge

$79.00

A last will and testament is not always the final word of a testator. Wills frequently trigger long-suppressed family rivalries and resentments. With the testator no longer on the scene, children or other heirs are freed to express their resentments. These resentments often worsen when the will’s plan for allocating of money, valuable property or sentimental items is made known, leading to dispute and litigation. These disputes can be very time-consuming and costly resolve, sharply diminishing the value of an estate. This program will discuss grounds for will contests and practical steps lawyers and their clients can take to avoid challenge. Spotting red flags in will contests – disinheriting close family members, unequal treatment of children, unusual behavior of testator & more Sources of law in will contests – grounds for challenging wills Practical steps to avoid will contests – will ceremonies, videotaped testaments, witness selection, affidavits Use of In Terrorem provisions to prevent will contests Issues surrounding holographic wills and other informal wills   Speaker: Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut School of Law.

  • MP3 Download
    Format
  • 60
    Minutes
  • 12/23/2021
    Available Until
Course1

Income and Fiduciary Tax Issues for Estate Planners Part 1

$79.00

As the federal estate and gift tax regime has receded in importance for many clients income tax issues have become more important. This program will provide estate and trust practitioners with a practical guide to major income tax issues when working with clients to prepare their estate plans.

  • MP3 Download
    Format
  • 60
    Minutes
  • 9/19/2021
    Available Until
Course1

Trust and Estate Planning Issues in Divorce

$79.00

Martial separation and divorce are times fraught with emotion, but also fraught with financial decisions that have a major estate, trust and tax implications.  Transfers pursuant to divorce are generally tax-deferred.  But there are many complications, including the transfer of property over time or where the value may not be known, the assumption of debts, the treatment of income held in trust, and also complex issues of beneficiary designations in retirement plans and insurance contracts. If not properly planned, these transfers can have substantially adverse and often unanticipated consequences.  Thus program will cover major issues in trust and estate planning for divorce. Treatment of income from and property held in trust on divorce Traps surrounding beneficiary designations on retirement benefits and insurance contracts Opportunities for post-nuptial agreements to resolve lingering disputes Issues related to the sale or transfer of personal residences Income tax issues when property and debt are separated in divorce Health care issues for children, including insurance for the divorcing spouse Educational expenses for children over time Speakers: Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Jennifer A. Pratt is a partner in the Baltimore office of Venable, LLP, where she has assists client with estate planning, charitable giving, and estate and gift tax controversy matters.  She has extensive experience with estate administration, the preparation of federal estate and gift tax returns, as well as fiduciary income tax returns.  Earlier in her career, she worked with a major national bank and has particular expertise in adapting financial products to the estate planning needs of clients.  She has been named in the 2011 edition of “Maryland Super Lawyers Rising Stars Edition.” Ms. Pratt received he B.A., summa cum laude, from the University of Baltimore, her J.D., magna cum laude, from the University of Baltimore School of Law, and her LL.M. in taxation from the University of Baltimore.

  • MP3 Download
    Format
  • 60
    Minutes
  • 1/17/2022
    Available Until
Course1

How to Fix a Broken Trust: Decanting, Reformation & Other Tools

$79.00

Not every irrevocable trust ends up serving its intended purpose or is financially viable.  Many unforeseen events can and do occur – tax laws change, family circumstance change – sometimes dramatically, or there can be d a deep downturn in a family business.  In these and many other circumstances trusts are broken and need to be “fixed” – fiduciary powers adjusted, distributions policies modified, trusts divided or merged, or even terminated.  The process of accomplishing these fixes are necessarily limited and come with risks, including tax liability and potentially liability to future beneficiaries. This program will provide you with a practical guide to techniques for fixing broken irrevocable trusts. Trust reformation by agreement of all stakeholder or by court order Principal and income adjustment powers under the UPIA Techniques for converting a trust from one type to another Use of “decanting” to terminate trusts and distribute assets when the trust is not viable Framework of tax considerations when trusts are restructured or terminated   Speakers: Benjamin S. Candland is a partner in the Richmond, Virginia office of McGuireWoods, LLP, where his practice focuses on estate planning, administration, estate and gift taxation, and litigation. He provides individual clients with advice on various estate planning matters involving estate, gift, and generation-skipping transfer taxes. He is a member of the ABA Real Property and Probate Section and the Virginia Bar Association Trusts and Estate Section. Mr. Candland received his B.A. from Brigham Young University and his J.D. from the College of William and Mary School of Law. Stephen W. Murphy is an attorney in the Charlottesville, Virginia office of McGuireWoods, LLP, where his practice concentrates primarily on estate planning, trust and estate administration, real estate, and business law. He is a  lecturer-in-law at the University of Virginia School of Law where he teaches trust and estate administration and professor of law at Washington & Lee University School of Law where he teaches statutory interpretation.  Mr. Murphy received his B.A. from the University of Maryland, his M.Phil. from the University of Cambridge, his PhD from University of Virginia, and his J.D. from the University of Virginia School of Law.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 2/5/2022
    Available Until
Course1

2019 Ethics Update, Part 2

$79.00

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and ethics in co-counsel and referral relationships. The panel will also discuss highly sensitive issues when lawyers learn that their clients are engaged in misconduct – what do you do and when?  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1:  Ethics of co-counsel relationships: Are you your brother’s keeper? Ethics and client misconduct: What to do? Developments in conflicts of interest, part 1 Day 2: Technology and law practice: annual potpourri update Developments in confidentiality and the attorney-client privilege Developments in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.  Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections.  For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.    

  • MP3 Download
    Format
  • 60
    Minutes
  • 2/8/2022
    Available Until
Course1

Drafting Demand Letters

$79.00

Demand letters may seem like they’re merely hammer-strokes, the first blow of litigation.  But the most effective demand letters are more subtly crafted.  Tone is important.  Vitriolic letters – letters that do not keep a client’s goals in mind and misjudge the reader’s range of likely reactions – may be counterproductive.  Rather than moving the process toward a good outcome, the letter may actually result in setbacks and greater costs.  There’s a subtle balance between precision and vagueness, stimulating favorable response by being sufficiently vague so that the reader speculates about adverse consequences.  There’s also the issue of how much of your case – favorable facts and persuasive law – to include in the letter. This program will provide you with a real-world guide to setting goals and carefully crafted demand letters to advance client goals. Setting goals and realistic expectations Striking the right tone – how aggressive is too aggressive? Precision v. vagueness - leaving room for speculation and negotiation How much of your case – the facts and the law – to include in the letter? Common traps and mistakes in demand letters Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC, and has more than 25 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.  Mr. Kelly earned his B.A. from Tulane University and his J.D. from St. Louis University School of Law.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 5/9/2022
    Available Until

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