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BUY BUNDLE Solo and Small Firm Summit (2020)

BUNDLE INCLUDES:
Bundle Discount: 60.00%
The Basics of Starting a Law Firm (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Legal Research on a Budget – Introduction to Fastcase 7 Platform (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Estate Planning: Nuts & Bolts (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Succession/Disaster Planning (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: .5 Format: On-Demand
Jury Trials in the ERA of COVID-19 (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Nuts and Bolts of Chapter 13 (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Accounting 101 for Lawyers (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Essential Tech, Tools & Talent For Running a Solo & Small Law Practice, Remotely (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Nuts & Bolts of Consumer Protection Law (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Tips from the Bench – Practicing During a Pandemic (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Effective Online Dispute Resolution – Strategies for Mediators and Counsel (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
What I Wished I Learned in Law School (2020 Solo & Small Firm Summit)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Description

This is the outstanding content presented during the first, all virtual, Solo & Small Firm Summit in November 2020 as part of the MSBA Legal Excellence Week.

START TRACK
The Basics of Starting a Law Firm
This session will review foundational business considerations such as choice of entityestablishment of trust and operating accounts, secure and redundant business practices, and fee agreements.

Accounting 101 for Lawyers
Instructor(s): Charles Borek

This session will provide an overview of accounting practices for law firms, including a review of impacts of entity selection, tax planning, accounting systems, and IOLTA accounting.

Succession/Disaster Planning
Instructor(s): Lydia Lawless
Thinking of opening a law firm?  Then it’s time to also develop your disaster/succession plan for that law firm.  This session will provide you with information on key components for a successful disaster/succession plan as well as highlight the applicable rules of professional responsibility.

Ethics Credit is available for this session.

What I Wish I Learned in Law School
Instructor(s): Claude Ducloux

Claude E. Ducloux, Board-Certified in both Civil Trial Law and Civil Appellate Law, by the Texas Board of Legal Specialization, (and also licensed in CA and CO) and former Chair of the Texas Center for Legal Ethics will present a 60 minute power point covering:

  • A discussion of the Ethics Rules, including relevant Texas, Calif., Oregon and Mo. Rules, as well as the ABA Model Rules on the elements of an ethical Attorney Fee Contract (PA Rules 1.2, 1.5, NJ Rules 1.2 and 1.5; MD Rule 19-301.5);
  • Additional information on the use of Privacy Policies as required by Fed. law;
  • The effective use of file destruction policies, subject to the ethical duty to review client materials and safely dispose, destroy or shred appropriately retired files;
  • Conflicts of Interest between clients, including ABA Ethics Opinions, Pa, Rules 1.7, 1.8, 1.9; MD Rules 19-301.7; 301.8; NJ Rule 1.7, 1.8, and 1.9 among others;
  • Appropriate and inappropriate ways of referring cases;  MD Rule 301.5;  PA Rule 1.5 (e); Tx Rule 1.04; Calif. Rule 2-200; NJ Rule 1.5 (e).
  • interviewing skills to correctly document the attorney relationship and avoid conflicts;
  • Appropriate and inappropriate use of a lawyer trust account; MD Rule19-301.9;  PA rule 1.15 [Safekeeping property]; NJ Rue 1.15; TX Rule 1.14,  Calif. Rule 4-100; Mo. Rule 1.15
  • Required communications between lawyer and client under the Rules; PA & NJ Rule 1.4;
  • The appropriate rules for obtaining knowing waivers of conflicts; PA Rule 1.7; NJ Rules 1.7, 1.8; TX Rule 1.08; Calif. Rule 3-300; MD Rule 19.3018;  Mo. Rule 1.8(a) and (i);
  • Conflicts when the Lawyer represents an organization; PA  and NJ Rules 1.13; Texas Rule 1.12;
  • Duties to former Clients, MD Rule 19-301.9; PA and NJ Rule 1.9;
  • Legal requirements of sharing fees; NJ Rule 1.5(e); TX Rule 1.04; Mo. Rule 1.5(e)
  • General accepted principles of competent office management and employee training.
  • Budgeting your practice for Success

This will be via a PowerPoint presentation, which will be made available to the participants.   Presenter will answer questions, and provide followup to audience following the presentation.

Presenter:
Claude E. Ducloux has been licensed in Texas since 1977, and has also been licensed in California (1978) and Colorado (2003).  In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE (the “Gene Cavin Award”), and has spoken in more than 300 programs in  throughout the U.S., since Jan 1, 2016, where attendees regularly rate his presentations very highly.  Mr. Ducloux has a long legacy of bar service, including being President of the Austin Bar Association, and serving as Chair of almost every major Bar-related entity, including the Board of Legal Specialization, as well as the Texas Bar Foundation.   He currently serves on the Texas Supreme Court Committee on Disciplinary Rules.  His resume is attached.

RUN TRACK
Legal Research on a Budget – Introduction to Fastcase 7 Platform

Do your legal research on a budget and take advantage of a new improved MSBA Benefit.  This nuts & bolts session will provide tips and techniques to use the new Fastcase 7 platform for efficient effective legal research.

Jury Trials in the Era of Covid-19

Today, attorneys in suits and masks face the tricky balancing act of protecting the health of jurors who are compelled by the law to serve, while also providing the constitutionally mandated right to a speedy and public trial. How are trial attorneys accomplishing this? This program will feature a discussion with several prominent trial attorneys who recently completed criminal and civil jury trials in the era of COVID-19. These webcast panelists will address the challenges they encountered during their COVID-19 era trials, as well as:

  • How have jurors changed in COVID-19 era?
  • Should juror questionnaires consider queries about juror’s health?
  • Masks, barriers, HEPA air filters – how do health and safety accommodations affect the trial? Do we need to see someone’s face to judge their credibility?
  • Social distancing deliberations – What challenges does Zoom and other social distancing accommodations pose during the trial?
  • What are the costs associated with a civil trial in the COVID era?
  • What technology was critical for a fair and safe trial to proceed?

Presented by Todd Scott & Kiernan Waters Minnesota Lawyers Mutual Insurance Company and MLM Risk Retention Group, Inc  featuring Kristi Paulson, Robert Aldrich, Cristina Wirth, and Rich Ruohonen

Essential Tech, Tools & Talent For Running a Solo & Small Law Practice, Remotely
Instructor(s): Maddy Martin

Tips from the Bench – Practicing During a Pandemic
A panel of Maryland Circuit Court judges will address the best practices for representing your client effectively and safely in court, with new procedures implemented due to the pandemic.

GROW TRACK

Estate Planning: Nuts & Bolts

This program provides practitioners tools to represent clients in planning for periods of incapacity as well as for providing testamentary gifts.

More on the Presenter:

K. Alice Young joined Nusinov Smith, LLP in 2012 upon completing a clerkship with the Orphans’ Court for Baltimore City, Maryland’s busiest probate court.  In addition to her estate planning work, Ms. Young manages a wide range of estate administration matters including the probate of small and regular estates, coordination of appropriate estate-related tax filings, and managing a robust practice before the Orphans’ Courts throughout the State.  She volunteers with the Maryland Volunteer Lawyers Service and the Free State Legal Project, working to ensure access to representation for underserved Marylanders.  Prior to lawyering, Ms. Young enjoyed a career in healthcare and brings to her law practice a long-standing commitment to client-centered service. Nusinov Smith LLP represents clients in all aspects of fiduciary law, including estates, guardianships, trusts, and fiduciary litigation.

Nuts and Bolts of Chapter 13
Instructor(s): Marc Kivitz

Learn the basics of advising and representing a client through a Chapter 13 bankruptcy; from client intake, to asset and debt examination, through filings and hearings.

Nuts & Bolts of Consumer Protection Law
Instructor(s): Jane Santoni

This session provides an overview of how to run a successful and rewarding  consumer law practice, including what statutes to use, how fee shifting works, how to analyze claims, and how to avoid pitfalls.  It will also discuss the similarities and differences between a consumer protection practice and other common Plaintiff’s practices, such as personal injury.

Effective Online Dispute Resolution – Strategies for Mediators and Counsel
Instructor(s): Jeff Trueman and Cecilia Paizs

Online mediation is no longer a remote concept or an unproven technological tool. With the help of experienced mediators, counsel and their clients are using online mediation everyday to resolve litigation and solve interpersonal problems. What have we learned so far? What comes next? Join the conversation!

More on the Presenters:

Cecilia B. Paizs, Esq., also known as “Ceecee”, has been providing mediation services since 2000 and has been providing mediation trainings since 2007. She provides mediation services in all areas of the law, as well as mediation trainings, representation of children, and parenting coordination services. She can be reached at ceecee@paizslaw.com or through her website, www.agreeonit.com .
Jeff Trueman, Esq., is a full-time mediator and arbitrator who works with counsel and parties to resolve a broad range of litigated disputes and interpersonal problems.  He is a certified online mediator and member of the International Council for Online Dispute Resolution and the International Academy of Mediators. He was the past director of dispute resolution for the Circuit Court for Baltimore City.
Course Level
TBD
CLE Field of Study
Continuing Education Legal Credit
11.5
Included Courses
Online
The Basics of Starting a Law Firm (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Legal Research on a Budget – Introduction to Fastcase 7 Platform (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Estate Planning: Nuts & Bolts (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Succession/Disaster Planning (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: .5
Course Details
Online
Jury Trials in the ERA of COVID-19 (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Nuts and Bolts of Chapter 13 (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Accounting 101 for Lawyers (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Essential Tech, Tools & Talent For Running a Solo & Small Law Practice, Remotely (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Nuts & Bolts of Consumer Protection Law (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Tips from the Bench – Practicing During a Pandemic (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
Effective Online Dispute Resolution – Strategies for Mediators and Counsel (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details
Online
What I Wished I Learned in Law School (2020 Solo & Small Firm Summit)

Format: On-Demand
CLE: 1.0
Course Details

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$ 348.00 (60.00% off)
BUNDLE PRICE: $ 139.20

NON-MEMBER


$ 588.00 (60.00% off)
BUNDLE PRICE: $ 235.20

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Solo and Small Firm Summit (2020)