401(k) Update (4 Credit Hrs) – In this course we focus on 401(k) plans. We provide an overview of the structure and operation of these plans and review the numerous rules and regulations that govern these and other qualified retirement plans. This is an introduction to and a review of 401(k) plans as well as an update. We provide a review of the latest innovations in both plan structure and funding. Plan design, implementation, operations and administration are included in the discussion. Level of Difficulty - Intermediate This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 4.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Advanced Estate Planning (4 Credit Hrs) – This course addresses larger and complex estates and the significant issues high net worth individuals and families face in connection with the transfer of their wealth. This course places a heavy emphasis on the gift and estate tax problems that must be addressed. It addresses the unique nature of assets held in complex estates such as privatelyheld and family owned businesses, farms, ranches, intellectual property and other illiquid assets. There is a comprehensive discussion of trusts along with leveraging, discounting and freeze techniques. There is also section on charitable giving. Level of Difficulty - Advanced This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 4.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
An Attorneys Guide To Roth Conversions (2 Credit Hrs) – Starting in 2010 the ban on converting traditional IRA’s and other qualified accounts to Roth IRA’s is lifted. There will be many questions and much discussion about what to do throughout 2010 and thereafter. Is conversion the right thing to do? Who will benefit and who won’t? In this course you’ll learn about the new rules, the taxes consequences and how to figure out how to help your clients decide what is best for them. Level of difficulty - Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Basic Estate Planning (6.5 Credit Hrs) – This course is packed with valuable and timely information for you and your clients. It’s a comprehensive introduction to and review of estate planning. It covers everything you need to consider in constructing the right estate plan for yourself or your clients. We cover wills, trusts, taxes, expenses, intestate distributions, property titling, powers of attorney, along with executor, guardian and trustee duties and much more. Level of Difficulty - Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 6.5 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Business Agreements (4 Credit Hrs) – This is a review of a variety of common agreements used in business. The course identifies the characteristics of each and points out both common and alternative uses for these contracts. We cover a variety of contracts including leases, employment and consulting agreements, confidentiality and non-compete agreements, purchase, installment sale, and buy/sell agreements. We also look at executive compensation agreements. We’ve added new agreements to the subject matter. Level of Difficulty – Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 4.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Financial Statements (4 Credit Hrs) – Learn to speak and understand the language of business and finance. This valuable introductory course will teach you how to read, understand, analyze and interpret financial reports and information for both manufacturing and service businesses including professional firms. We look at income statements, balance sheets and statements of cash flow, footnotes, opinion letters and supporting documentation from the perspective of managers, owners, investors and other interested parties. The course is designed for non financial professionals. Level of Difficulty - Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 4.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Health Care Reform Law (2.5 Credit Hrs) – This course is an overview of the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of 2010. These two laws represent the creation of the biggest entitlement program in our history. We review all of the major provisions of the law and discuss the implementation timetable. We provide as many details as are currently available and discuss who is impacted by the law and how. Level of Difficulty - Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.50 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Managing The Domestic Relations Case (2.5 Credit Hrs) – This is a step by step tour de force of the domestic relations case from the initial client meeting to the final decree. A seasoned domestic relations attorney identifies the elements of the domestic relations case and provides a checklist of the myriad details that must be addressed to optimize the outcome for the client. Level of difficulty - Intermediate This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.50 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
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Maximizing Retirement Benefits (2.5 Credit Hrs) – What does the law allow? A surprisingly large sum! This in-depth course, presented by actuarial and retirement plan experts teaches you how to help your clients get the most benefit out of ERISA statutes and their underlying rules and regulations. Maximize your retirement benefits by attending this valuable presentation. Level of difficulty - Advanced This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.50 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
OVI - Operating A Vehicle Impaired (2 Credit Hrs) – Over the limit, under the influence and behind the wheel! In this presentation a panel of lawyers discusses the representation of the client charged with OVI. The presentation includes a visit and commentary from the judiciary as well. Come and hear about the latest developments in OVI law and walk away with a To Do and Don’t Do checklist that starts with, “The phone call,” and ends with collecting your fee. Level of difficulty - Intermediate This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Probate - Procedure & Litigation (4 Credit Hrs) – A panel of experts takes you inside the probate court and provides an overview of procedure and practice and illuminates the many roles the court plays in the community. The course goes on to provide a detailed presentation on probate litigation including the causes for claims, the nature of claims and the remedies prescribed to resolve these claims. The discussion also includes guardianship and caregiver issues. Level of difficulty - Intermediate This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 4.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Professional / Employment Liability (2 Credit Hrs) – What types of liability claims are brought against professionals and what are the appropriate defenses? Who should represent professionals in malpractice cases and what options are available in the selection of counsel? Likewise, what types of claims are brought against employers, what are the defenses and what type of expertise does it take to adequately represent employers who are exposed to employer practices claims. This course will provide professionals with valuable insight into the history and nature of such claims and demonstrate how all parties at interest can interact to achieve the best outcome. Level of difficulty - Intermediate This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Professionalism, Ethics And Substance Abuse (2.5 Credit Hrs) – This course will fulfill the requirement for ethics and professionalism with a live presentation conducted by qualified legal counsel. It will fulfill the requirement for substance abuse with a live presentation from a speaker from a recognized drug and alcohol counseling organization. Level of Difficulty - Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.50 CLE credit hours, including 1.00 hours in ethics, 0.50 hours in substance abuse, and 1.00 hours in professionalism instruction. View the course schedule
Social Security And Medicare (4 Credit Hrs) – This course will provide you with an overview of Social Security, Medicare and Medicaid as well as an update on rules, regulations and legislation for these programs. We cover Social Security disability claims and expedited procedures for receiving disability benefits. Long term care and the new long term care / Medicaid partnership programs are discussed as well. Level of Difficulty - Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 4.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
Trends In Employee Benefits (2 Credit Hrs) – Employers are struggling to keep the cost of employee benefits under control and rethinking their role as the principal provider of benefits for employees. More and more employees are faced with benefit cuts and increased out-of-pocket expenses. From health plans to long term care, from retirement benefits to college savings plans, the landscape is changing. This course provides an insight into these key trends and describes the role of voluntary products in the payroll deduction market as well. Level of Difficulty – Basic This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 2.00 CLE credit hours, including 0.00 hours in ethics, 0.00 hours in substance abuse, and 0.00 hours in professionalism instruction. View the course schedule
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