Ethics on the Edge

Whether in-house or in private practice, technology lawyers increasingly find themselves counseling clients operating at or beyond the edge of what the law has contemplated—and sometimes with business models so “disruptive” they may even be illegal. Explore the ethics issues that come into play in such situations, through real-world examples of how experienced in-house lawyers have counseled their clients though high-risk innovation and legal uncertainty.  

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2024
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    Ethics on the Edge
    5 out of 5 stars
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$70   Add to Cart
Hooked on CLE: July 2023

THIS MONTH: Client Selection, Contracts and Handling Complaints • Religious Accommodation: A Conflict of Rights • Affordable Housing: Land Use Regulation to Increase and Preserve Affordable Housing  • Demonstrating Value as a Law Department: KPIs and Metrics • Joint Ventures Between Business Entities

Includes: Video Audio Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2024
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    Hooked on CLE: July 2023
    4.34 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$99   Add to Cart
Hooked on CLE: May 2023

THIS MONTH: Geopolitics and Extreme Weather Impacts on the Energy Markets • Bow Your Head and Play: A Discussion on Kennedy v. Bremerton • Sign Right Here: A Survey of Provisions for Your Attorney-Client Agreements • Defensive Documentation from Hiring to Firing • Estate Tax: Best Strategies for Estates and Gifts Leading Up to 2026

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2024
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    Hooked on CLE: May 2023
    4.15 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Please note: Ratings are for sessions 1, 2, 3, and 5. I did not think session 4 was very good.

$99   Add to Cart
Answer Bar: LLCs and Partnerships Formation

Session 1: 2022 Case Law Update - A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs). Session 2: A Series of Changes: Recent Developments in Texas Series LLCs - A practice-focused review of changes to Texas Series LLC law effective June 1, 2022 and what the new “registered series” might bring to the table for practitioners followed by a discussion of common tax issues associated with series and suggested best practices. Session 3: 2022 Secretary of State Update - Learn about filing tips and resources that will make your transactions with the Secretary of State easier and more predictable; hear updates on notable legislation and our system modernization initiative. Session 4: S corporations: A Cautionary Tale about Squaring the Circle - A discussion of some of the motivations driving the use of LLCs as S corporations, some of the potential issues and some of the drafting and structuring issues that should be considered if an LLC is taxed as an S corporation.  Session 5: Letters of Intent and Side Letters (Enterprise Products) - On January 31, 2020, the Texas Supreme Court issued its opinion in Energy Transfer Partners, L.P. v. Enterprise Products, L.P., an important case about when a business relationship is deemed to be a partnership under Texas law. Learn about this case and what it means for structuring and drafting agreements for business relationships. Session 6: Updated Model LLC Agreements - Review three model agreements tailored for a closely held company, including a discussion of some recent changes in the models as well as decisions that the authors made in drafting the models to help improve your drafting skills and result in better operating agreements. Session 7: Provisions Limiting Liability and Duties in Partnership and Company Agreements - This panel will discuss the effectiveness and limitations on provisions of partnership and company agreements which provide for the modification of duties, exoneration from liability and indemnification with respect to claims against managers, members and other employees and agents.   Session 8: Inadvertent Partnerships Revisited - Hear an update on inadvertent partnerships after the Dallas Court of Appeals decision in Enterprise Products Partners, L.P. v. Energy Transfer Partners, L.P. Session 9: "Good Bye"—Buy-Outs or Exits - All good (and not so good) things must come to an end.  When owners of an LLC or partnership are ready to part ways, what does one want in the Company Agreement/Partnership Agreement in order to facilitate an orderly exit by the departing owners? Session 10: Effective Engagement Letters and Other Simple Risk-Management Tools - This ethics CLE presentation will look at engagement letters and how they can be used as a risk management tool. Along they way, the presentation will provide practical tips to help lawyers avoid conflict of interest pitfalls and to assist in controlling client expectations about the scope of the representation. Session 11: Multiparty Representation —Entity Formation - A deep-dive into the knurly problems of multi-party representation of start-up companies, including whether the client is the founder or founders or the company is yet to be formed. The ethical difficulties for the lawyer continue after formation as the company and its founders, directors and officers move beyond formation of the entity into the realm of operations.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 9.25 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
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    Answer Bar: LLCs and Partnerships Formation
    4.19 out of 5 stars
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    Well done overall. A few of the sections are getting dated (e.g., the 2017 piece).

$395   Add to Cart
Advising a Closely Held Client on the Purchase or Sale of a Business

Buyers and sellers of businesses often face critical issues concerning acquisition alternatives, due diligence required, optimal borrowing solutions, and valuations of assets and earnings. Learn about these issues from these experts in acquisitions and mergers, investment banking, and business valuation.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
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    Advising a Closely Held Client on the Purchase or Sale of a Business
    4.43 out of 5 stars
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$85   Add to Cart
Choice of Entity Issues in an Always Changing Landscape

The constantly changing legal landscape significantly affects the choice of entity for a business. This presentation will discuss what has changed, and give tips for evaluating the benefits and detriments of each option.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
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    Choice of Entity Issues in an Always Changing Landscape
    4.24 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Good

$65   Add to Cart
Hooked on CLE: March 2023

Session 1: Ted Lasso Ethics - Five lessons lawyers should learn from Ted Lasso.   Session 2: NiFTy Uses of NFTs and Other Emerging Technology for Cybersecurity - Blockchains, cryptocurrency, and non-fungible tokens are all components of the metaverse. Explore the use of private and public blockchains, NFTs, and other “metaversal” technologies as part of an information security program as well as cybersecurity considerations that organizations should keep in mind when deploying these technologies.   Session 3: Student Loans - Gain insight into the constantly shifting student loan legislative landscape.   Session 4: Small Crimes and Misdemeanors Related to Aging, Dementia, or Mental Health Issues - A roadmap for attorneys who counsel clients and their families seeking practical resolution of these matters. Session 5: Diversity and Equity Issues for Small Businesses - Every business should be committed to diversity and equity irrespective of its size. This section will discuss how small businesses can be intentional about doing their part to create a more equitable workplace and community. Session 6: Website Accessibility Lawsuits - The ADA requires that websites be accessible to those with disabilities. Hear what “accessibility” means for websites and the legal theories behind such suits, and take away effective strategies for dealing with a claim against your client.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
  • show rating
    Hooked on CLE: March 2023
    4.11 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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    Some highly relevant topics and some not relevant at all.

    Y'all had really good speakers for most of the classes! The Ted Lasso ethics class was fun, a bit different from other ethics classes I've taken.

    Very informative and well presented

    I really loved the Ted Lasso one.

$99   Add to Cart
News You Can Use: The World of Tax Credits Post-Inflation Reduction Act

The Inflation Reduction Act has supercharged the tax incentives available for all types of clean energy projects and manufacturing  for everything from wind and solar to carbon capture, clean hydrogen, biogas and many other technologies. Learn about the credits now available and the new credit monetization techniques the Act sanctions that allow taxpayers to turn credits into cash.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
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    News You Can Use: The World of Tax Credits Post-Inflation Reduction Act
    4 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$65   Add to Cart
Taxation and Like-Kind Exchanges: Drops, Swaps, and More

How to do (and not to do) partnership like-kind exchanges, including drops, swaps, installment notes, etc.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
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    Taxation and Like-Kind Exchanges: Drops, Swaps, and More
    4.25 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$65   Add to Cart
Taxation of Disguised Sales

A review of the most recent Section 707 regulations as they apply to transactions commonly encountered by tax practitioners, with practical advice on dealing with contributions of property to a venture, withdrawals of cash, and the intersection of both. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/29/2024
  • show rating
    Taxation of Disguised Sales
    4.25 out of 5 stars
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$65   Add to Cart
First Friday Ethics (January 2023)

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) Sign Right Here A survey of provisions for your attorney client agreements from “must haves” to “optional”clauses. Claude E. Ducloux, Attorney at Law - Austin, TX   (1.00 hr | 1.00 hr ethics) You’ve Received a Grievance or Sanctions Motion – What Now? (REPLAY) Receiving a grievance or a sanctions motion can be very upsetting for lawyers, but it doesn’t have to be. Please join Scott Rothenberg for an informative, reassuring, step-by-step process on what to do when a grievance or sanctions motion comes knocking at your office door. Scott Rothenberg, Law Office of Scott Rothenberg - Bellaire, TX   (0.50 hr | 0.50 hr ethics)  Mental Health in Light of Difficult Clients and Difficult Practices (REPLAY) How to develop Post traumatic Growth and be psychologically and emotionally strong when working in the ongoing stress of working with trauma survivors. Review self-care and maintaining balance both professionally and personally. Bernadette Hassan Solórzano, Our Lady of the Lake University Community Counseling Service - San Antonio, TX (0.50 hr | 0.50 hr ethics)TBD Redaction “Fails" (REPLAY) This presentation explains how to properly shield confidential information in public filings. Matthew Murrell, The University of Texas at Austin School of Law - Austin, TX

Includes: Video Paper Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2024
  • show rating
    First Friday Ethics (January 2023)
    4.4 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Outstanding

$150   Add to Cart
Sign Right Here

A survey of provisions for your attorney client agreements from “must haves” to “optional”clauses.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2024
  • show rating
    Sign Right Here
    4.48 out of 5 stars
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    Very practical and helpful.

$75   Add to Cart
First Friday Ethics (February 2023)

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) A Legal Ethics Wish List (REPLAY) Law firm General Counsels and Risk Managers have wish lists…of what they hope their colleagues already know about the Rules of Professional Conduct and how to apply them. This presentation explores many things that are, no doubt, on those wish lists, including a working understanding of the conflict of interest rules, tools to help navigate those rules (like engagement letters and “I’m Not Your Lawyer” letters), the difference between the attorney-client privilege and the lawyer’s ethical duty of confidentiality, and a proper appreciation of the application of the “No Contact” Rule. The presentation also provides some practical tips to help create a culture of sound risk management practices to help keep the attendee from getting on the General Counsel’s or Risk Manager’s naughty list.  A.J. Singleton, Stoll Keenon Ogden PLLC - Lexington, KY   (0.75 hr | 0.75 hr ethics)  Protecting Privilege? The Evolving Role of Attorney-Client Privilege in Cybersecurity Incidents and Responses (REPLAY) This session analyzes the advantages and limitations of including outside counsel during incident response. Jeremy Rucker, Spencer Fane - Plano, TX   (0.75 hr | 0.75 hr ethics)  Acting Ethically Even While Seething with Dislike (REPLAY) Here we are, trying to be ethical professionals in the middle of a swirling culture of contempt. It has become very easy to see clients and counsel who disagree with us, not as merely incorrect, but as worthless and defective. How do we function ethically within today’s culture? Together we'll lay out cutting-edge behavioral research, ancient wisdom, current anecdotes, and common sense to create a pathway beyond mere tolerance and co-existence. DeDe Church, DeDe Church & Associates, LLC - Austin, TX (0.50 hr | 0.50 hr ethics)  Recent Changes to the Advertising and Solicitation Rules: The Highlights (REPLAY) Comprehensive changes to the Texas Disciplinary Rules governing advertisements and solicitations became effective in 2021. This presentation highlights some of the most notable changes. Jason Panzer, Herring & Panzer, L.L.P. - Austin, TX

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2024
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    First Friday Ethics (February 2023)
    4.34 out of 5 stars
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    This was one of the best and most comprehensive online presentations I have seen.

$155   Add to Cart
A Legal Ethics Holiday Season Wish List

It’s the Holiday Season, y’all, and even law firm General Counsels and Risk Managers have Holiday Wish Lists…of what they hope their colleagues already know about the Rules of Professional Conduct and how to apply them. This presentation explores many things that are, no doubt, on those Wish Lists, including a working understanding of the conflict of interest rules, tools to help navigate those rules (like engagement letters and “I’m Not Your Lawyer” letters), the difference between the attorney-client privilege and the lawyer’s ethical duty of confidentiality, and a proper appreciation of the application of the “No Contact” Rule. The presentation also provides some practical tips to help create a culture of sound risk management practices to help keep the attendee from getting on the General Counsel’s or Risk Manager’s Naughty List.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2023
  • show rating
    A Legal Ethics Holiday Season Wish List
    3.86 out of 5 stars
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$75   Add to Cart
Ethics Issues for Transactional Practice

Non-engagement, disengagement and third party payment of legal fees are ethical issues that often arise in transactional practice. The session considers these and other ethics issues in the context of representing music clients.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 0.75 hr | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2023
  • show rating
    Ethics Issues for Transactional Practice
    4 out of 5 stars
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    very practical information

    Very helpful nuts and bolts information for any representing musicians.

$75   Add to Cart
First Friday Ethics (December 2022)

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) A Legal Ethics Holiday Season Wish List It’s the Holiday Season, y’all, and even law firm General Counsels and Risk Managers have Holiday Wish Lists…of what they hope their colleagues already know about the Rules of Professional Conduct and how to apply them. This presentation explores many things that are, no doubt, on those Wish Lists, including a working understanding of the conflict of interest rules, tools to help navigate those rules (like engagement letters and “I’m Not Your Lawyer” letters), the difference between the attorney-client privilege and the lawyer’s ethical duty of confidentiality, and a proper appreciation of the application of the “No Contact” Rule. The presentation also provides some practical tips to help create a culture of sound risk management practices to help keep the attendee from getting on the General Counsel’s or Risk Manager’s Naughty List.  A.J. Singleton, Stoll Keenon Ogden PLLC - Lexington, KY   (1.00 hr | 1.00 hr ethics)  Setting Boundaries with Clients and Colleagues (Replay) Using mindset mastery practices to improve attorney wellness by setting boundaries in your work. Kiele Linroth Pace, Pacefirm Consulting, LLC, Austin, TX (1.00 hr | 1.00 hr ethics)  Ethics Issues for Transactional Practice Non-engagement, disengagement and third party payment of legal fees are ethical issues that often arise in transactional practice. The session considers these and other ethics issues in the context of representing music clients. Christian Castle, Christian Castle, Austin, TX   (0.50 hr | 0.50 hr ethics)  What You Gotta Know to Combat Implicit Bias This presentation explores the threat implicit bias poses to the concept of equal justice under the law and the moral imperative for members of the legal profession to address it in our law firms, court hearings, and jury trials. It also covers how an implicit bias jury instruction can serve as a de-biasing tool. Hon. Tonya Parker, 116th District Court, Dallas, TX

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.25 hrs | 3.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2023
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    First Friday Ethics (December 2022)
    3.87 out of 5 stars
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    I did not get much from the boundaries presentation.

    Loved the section of setting boundaries - wish we would hear more attorneys talk about doing so.

    The last segment was the best.

$155   Add to Cart
Website Accessibility Lawsuits

The ADA requires that websites be accessible to those with disabilities. Hear what “accessibility” means for websites and the legal theories behind such suits, and take away effective strategies for dealing with a claim against your client.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2023
  • show rating
    Website Accessibility Lawsuits
    4.38 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$65   Add to Cart
Utilizing Business Entities to Protect Your Business Assets

Individuals all too often fail to properly separate their personal affairs from their family business, and this can be disastrous when it comes to asset protection and wealth preservation. The proper use of corporate entities can help protect your business related assets and wealth from various types of creditors — from debt collectors to judgment creditors and beyond — and can easily be incorporated into an individual’s overall estate plan.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2023
  • show rating
    Utilizing Business Entities to Protect Your Business Assets
    4.29 out of 5 stars
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    How would you rate the value of the materials provided as part of the course?

    Good explanation. Energetic speaker.

    Excellent Presenter

$60   Add to Cart
First Friday Ethics (October 2022)

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) Overcoming Imposter Syndrome (REPLAY) Kiele Linroth Pace, Pacefirm Consulting, LLC - Austin, TX   (1.00 hr | 1.00 hr ethics)  Approaches to Privilege During Deposition Breaks (REPLAY) Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX   (0.50 hr | 0.50 hr ethics) Pro Bono Opportunities for Business Attorneys (REPLAY) Angela L. Lee, TALA - Austin, TX Adrian Resendez, Brough & Resendez PLLC - Austin, TX (0.50 hr | 0.50 hr ethics) What Every Attorney Needs to Know About Cybersecurity (REPLAY) Jennifer S. Freel, Jackson Walker LLP - Austin, TX Co-Author David Springer, Dropbox, Inc. - Austin, TX

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2024
  • show rating
    First Friday Ethics (October 2022)
    4.1 out of 5 stars
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    How would you rate the value of the materials provided as part of the course?

    Good info

    Well done material, well presented

    Excellent session!

$155   Add to Cart
2022 Case Law and Secretary of State Updates for LLCs, LPs, and Partnerships 

Session 1: Case Law Update - A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs). Session 2: Secretary of State Update - Learn about filing tips and resources that will make your transactions with the Secretary of State easier and more predictable; hear updates on notable legislation and our system modernization initiative.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2023
  • show rating
    2022 Case Law and Secretary of State Updates for LLCs, LPs, and Partnerships 
    4.32 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    This one was pretty boring actually.

$95   Add to Cart