Welcome / Introduction
Randy Carver, CRPC® | President & CEO, Carver Financial RJFS Registered Principal
Economic, Political & Legislative Update
Randy Carver, CRPC®
This introduction will review the general economic, legal and political climate in the context of discussing implications for attorney's and their clients. This segment will focus on how the current legislative, economic and political climate is affecting attorney's clients and specific considerations when designing estate, tax and retirement plans. Implications of the 2020 election, Fiduciary legislation and Income Tax changes will be discussed. Attorney’s will learn how to help clients take advantage of the new provisions in 2020 while avoiding potential pitfalls.
This introduction will review the general economic, legal and political climate in the context of discussing implications for attorney's and their clients. This segment will focus on how the current legislative, economic and political climate is affecting attorney's clients and specific considerations when designing estate, tax and retirement plans. Implications of the 2020 election, Fiduciary legislation and Income Tax changes will be discussed. Attorney’s will learn how to help clients take advantage of the new provisions in 2020 while avoiding potential pitfalls.
Anti-terrorism – ATA and FCPP
Frank Amanat | Partner, DiCello Levitt Gutlzer
Greg Gutzler | Partner, DiCello Levitt Gutlzer
The Anti-Terrorism Act is a broad-reaching statute with the intent of cutting off the flow of money and resources to international terrorist groups. The statutory elements are read liberally and can encompass conduct that reaches beyond what most would consider to be aiding and abetting terrorism.
The Anti-Terrorism Act is a broad-reaching statute with the intent of cutting off the flow of money and resources to international terrorist groups. The statutory elements are read liberally and can encompass conduct that reaches beyond what most would consider to be aiding and abetting terrorism.
Duty to Report Employee Misconduct
Lesley Brovner | Attorney, co-founder Peters Brovner LLP
Mark Peters | Attorney, co-founder Peters Brovner LLP
This session will discuss employers' duties and responsibilities in reporting the misconduct of their employees. We will also discuss the ethical considerations and best practices surrounding these issues, including best practices with an eye toward minimizing misconduct at the outset.
This session will discuss employers' duties and responsibilities in reporting the misconduct of their employees. We will also discuss the ethical considerations and best practices surrounding these issues, including best practices with an eye toward minimizing misconduct at the outset.
How to Get Your Case in Front of the Ohio Supreme Court
Justice Melody J. Stewart | Ohio Supreme Court
Some may wonder about how to get into the Ohio Supreme Court. The “Street” might be “Broad”er than one thinks! In this session, Ohio Supreme Court Justice Melody Stewart will give an overview of matters that come before the Court. The discussion will focus on direct appeals, jurisdictional appeals, certified conflicts, original actions, and disciplinary matters.
Some may wonder about how to get into the Ohio Supreme Court. The “Street” might be “Broad”er than one thinks! In this session, Ohio Supreme Court Justice Melody Stewart will give an overview of matters that come before the Court. The discussion will focus on direct appeals, jurisdictional appeals, certified conflicts, original actions, and disciplinary matters.
Wrap up, Documentation & Course Evaluation
Randy Carver, CRPC®
Welcome / Introduction
Randy Carver, CRPC®
Data Security: The Legal Landscape of Data and Privacy Laws
Privacy and Data Security in the United States: When the Law Tries to Play Catch-Up
Amy Keller | Partner, DiCello Levitt Gutlzer
This course will discuss the current legal landscape of data and privacy laws in the United States, as well as new laws that could create longstanding precedent.
Amy Keller | Partner, DiCello Levitt Gutlzer
This course will discuss the current legal landscape of data and privacy laws in the United States, as well as new laws that could create longstanding precedent.
Human Trafficking – Modern Day Slavery in the U.S.
Greg Gutlzer | Partner, DiCello Levitt Gutlzer
Lisa D. Haba | Partner, The Haba Law Firm, P.A.
This course will help practitioners identify human trafficking victims and the warning signs, practice trauma-informed lawyering, and understand what can be done to help a victim of human trafficking. It will also cover both the criminal and civil side of human trafficking, and what options a victim has under the law.
This course will help practitioners identify human trafficking victims and the warning signs, practice trauma-informed lawyering, and understand what can be done to help a victim of human trafficking. It will also cover both the criminal and civil side of human trafficking, and what options a victim has under the law.
A View from the Probate Bench
Judge Mark J. Bartolotta | Lake County Probate Court
This session will discuss trends, practice guidelines, and interesting cases in Judge Bartolotta’s Court room that attorneys can learn from. Understanding and knowing the local rules, customs, practices, and law will help attorneys better advocate, advise, and care for their clients in accordance with A Lawyers Aspirational Ideals and Creed.
This session will discuss trends, practice guidelines, and interesting cases in Judge Bartolotta’s Court room that attorneys can learn from. Understanding and knowing the local rules, customs, practices, and law will help attorneys better advocate, advise, and care for their clients in accordance with A Lawyers Aspirational Ideals and Creed.
Reg BI and Advisory Relationships
Randy Carver, CRPC®
This segment will review Reg BI and discuss various advisory relationships that attorney’s and their clients may be involved with as guardians, fiduciaries, trustees and simply as individual citizens.
This segment will review Reg BI and discuss various advisory relationships that attorney’s and their clients may be involved with as guardians, fiduciaries, trustees and simply as individual citizens.
Wrap up, Documentation & Course Evaluation
Randy Carver, CRPC®