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					WEBCREDENZA, INC. -- Master Program Tracking

2010 Calendar (Updated May 25, 2010)



     Month        Telecom. Res. #      WC Program #

  JANUARY




       5             30147180            0110001




       6             30159801            0110002




       8             30174011            0110003




       12            30168237            0110004
13   30169989   0110005




14   30174818   0110006




15   30175277   0110007




19   30170076   0110008
20   30170734   0110009




21   30171452   0110010




22   30175454   0110011




26   30171904   0110012
   27      30172558   0110013




   28      30173332   0110014




   29      30175986   0110015




FEBRUARY




   2       30177280   0110016
3    30177655   0110017




4    30184606   0110018

5    30185838   0110019




9    30177948   0110020




10   30178494   0110021




11   30178944   0110022




12   30186280   0110023
16   30179481   0110024




17   30179922   0110025




18   30180547   0110026




19   30186786   0110027




23   30180552   0110028
 24     30183828   0110029




 26     30188262   0110030



MARCH




  2     30191601   0110031




  4     30194575   0110032




  9     30191714   0110033
10   30192404   0110034




11   30195447   0110035




16   30193101   0110036




18   30195622   0110037




23   30193606   0110038




24   30194089   0110039




25   30196164   0110040
 30     30194096   0110041




APRIL




  1     30199362   0110042




  6     30198757   0110043




  7     30198762   0110044




  8     59474067   0110116

  9     59476453   0110117
13   30199388   0110045




15   59477032   0110118

16   59477257   0110119




20   30200215   0110046




22   35847353   0110047




27   30200270   0110048
28    30200958   0110049




29    71808541   0110132




30    pending    0110133




30    59477727   0110120



MAY
4    30296381   0110050




6    30296665   0110051




7    73237197   0110121




11   30296841   0110052
12   30296927   0110053




13   75195905   0110122

14   75197547   0110123




18   30297121   0110054




20   30297315   0110055
20   75466937   0110134




21   75199395   0110124




21   75463592   0110135




25   36064857   0110056
 26    30298408   0110057




 27    75200965   0110125

 28    75205480   0110126



JUNE




 1     30298894   0110058




 2     30299150   0110059




 3     Pending    0110126

 4     Pending    0110127




 8     30299153   0110060




 9     Pending    0110128
10   30299310   0110061




11   Pending    0110129




15   30299377   0110062




16   30299557   0110063




17   Pending    0110130

18   Pending    0110131




22   30299667   0110064
22   pending    0110136




23   30299789   0110065




23   pending    0110137
 24    30299862   0110066




 25    Pending    0110132




 29    30300035   0110067




JULY




 6     30300216   0110068




 8     30300925   0110069




 9     pending    0110138
13   30301309   0110070




14   30301312   0110071




15   pending    0110139




16   pending    0110140




20   30301481   0110072
  22     37009372   0110073




  23     pending    0110141




  27     37011982   0110074




  29     37014728   0110075




  30     pending    0110142




AUGUST
3    30302208   0110076




6    pending    0110143




10   30302634   0110077




11   30302881   0110078
13   pending    0110144




17   30303244   0110079




19   pending    0110145




20   pending    0110146




24   30303247   0110080




26   pending    0110147
   31       30303416   0110081




SEPTEMBER




    1       30303603   0110082




    8       30304481   0110083




    9       pending    0110148




   10       pending    0110149
14   30304633   0110084




17   pending    0110150




21   30304637   0110085




22   30304800   0110086
  24      pending    0110151




  28      30304929   0110087




  29      30305087   0110088




  30      pending    0110152




OCTOBER
5    30147180   0110089




12   30147180   0110090




13   30147180   0110091




19   30147180   0110092
   21      30147180   0110093




   26      30147180   0110094




   28      30147180   0110095




NOVEMBER




   2       30307908   0110096
3    30308349   0110097




9    30308364   0110098




10   30308904   0110099




11   30309309   0110100
16   30309912   0110101




18   30310384   0110102




19   30310388   0110103




23   30311021   0110104
   30      30311571   0110105




DECEMBER




   1       30147180   0110106




   2       30147180   0110107




   7       30147180   0110108
8    30147180   0110109




9    30147180   0110110




14   30147180   0110111




15   30147180   0110112
16   30147180   0110113




21   30147180   0110114




22   30147180   0110115
Program Name:




Commercial Loan Workouts, Part 1




Commercial Loan Workouts, Part 2




LIVE REPLAY: E-Discovery in Small Cases




Fundamentals of Valuation for Medium and Small Businesses in a Troubled Economy
Trust Administration




LIVE REPLAY: Fundamentals of Securities Regulation, Part 1




LIVE REPLAY: Fundamentals of Securities Regulation, Part 1




Defending Against IRS Collections, Part 1
Defending Against IRS Collections, Part 2




Ethics in Trust & Estate Planning




LIVE REPLAY: Fiduciary Litigation Update




Workouts for LLCs/Partnerships, Part 1
Workouts for LLCs/Partnerships, Part 2




Ethics of Working with and Preparing Witnesses




LIVE REPLAY: 2009 Americans With Disabilities Act Update




2010 Ethics Update, Part 1
2010 Ethics Update, Part 2




LIVE REPLAY: Family Limited Partnership Update, Part 1

LIVE REPLAY: Family Limited Partnership Update, Part 2




Estate Planning for the Elderly, Part 1




Estate Planning for the Elderly, Part 2




Ethics in Bankruptcy




LIVE REPLAY: Attorney Ethics When Changing Firms
2010 Family and Medical Leave Act Update




Director and Officer Liability in a Volatile Market




Ethics in Digital Communications




LIVE REPLAY: Ethics of Client Selection




Rescuing Distressed Real Estate, Part 1
Rescuing Distressed Real Estate, Part 2




LIVE REPLAY: Ethics of Asset Protection Planning




Challenges of New Form 990 for Nonprofits




LIVE REPLAY: Tax and Non-Tax Aspects of LLC Liquidation




Workouts of Office Leases
Workouts of Retail Leases




LIVE REPLAY: Compensation Issues in LLCs




Generation Skipping Transfer Tax (GSTT) Planning




LIVE REPLAY: Nuts and Bolts of Gift Taxation




Bankruptcy Restructuring for Middle Market Businesses, Part 1




Bankruptcy Restructuring for Middle Market Businesses, Part 2




LIVE REPLAY: Compensation Issues in Nonprofits
Retaliation Claims in Employment Law




Advanced Gift Tax Planning Strategies




Reading Financial Statements for Lawyers, Part 1




Reading Financial Statements for Lawyers, Part 2




LIVE REPLAY: Defending Against IRS Collections, Part 1

LIVE REPLAY: Defending Against IRS Collections, Part 2`
Transfer Taxes in M&A/Business Transactions




LIVE REPLAY: Workouts for LLCs/Partnerships, Part 1

LIVE REPLAY: Workouts for LLCs/Partnerships, Part 2




Restructuring Trusts




Fundamentals of Exempt Taxation




Art of the Equity Deal for Startup and Growth Companies
Art of the Equity Deal for Middle Market Companies




Heath Care Reform 2010: How it Will Impact Employers, Part 1




Heath Care Reform 2010: How it Will Impact Employers, Part 2




LIVE REPLAY: Ethics in Bankruptcy
Business Opinion Letters




Estate Planning for Educational Expenses




LIVE REPLAY: Ethics of Asset Protection Planning




Buying Distressed Businesses: “Loan to Own” & Other Strategies, Part 1
Buying Distressed Businesses: “Loan to Own” & Other Strategies, Part 2




LIVE REPLAY: 2010 Ethics Update, Part 1

LIVE REPLAY: 2010 Ethics Update, Part 2




Choice of Entity for Service Businesses, Including Law Firms




Compensation & Other Technique for Getting Money Out of a Business
LIVE REPLAY: Heath Care Reform 2010: How it Will Impact Employers, Part 1




LIVE REPLAY: Attorney Ethics When Changing Firms




LIVE REPLAY: Heath Care Reform 2010: How it Will Impact Employers, Part 2




Incentive Trusts: Carrots and Sticks to Encourage Good Behavior & Discourage Bad
Ethics in Negotiations




LIVE REPLAY: Ethics of Working with and Praparing Witnesses

LIVE REPLAY: Ethics in Digital Communications




2010 Ethics in Civil Litigation, Part 1




2010 Ethics in Civil Litigation, Part 2




LIVE REPLAY: Art of the Equity Deal for Startup and Growth Companies

LIVE REPLAY: Art of the Equity Deal for Middle Market Companies




Ethics for Business Lawyers




LIVE REPLAY: Restructuring Trusts
Tax Strategies for Distressed S Corps




LIVE REPLAY: Ethics in Negotiations




2010 Estate Planning Update, Part 1




2010 Estate Planning Update, Part 2




LIVE REPLAY: Bankruptcy Restructuring for Middle Market Businesses, Part 1

LIVE REPLAY: Bankruptcy Restructuring for Middle Market Businesses, Part 2




Buying & Selling Distressed Real Estate, Part 1
LIVE REPLAY: Heath Care Reform 2010: How it Will Impact Employers, Part 2




Buying & Selling Distressed Real Estate, Part 2




LIVE REPLAY: Heath Care Reform 2010: How it Will Impact Employers, Part 2
Business Exit and Succession Planning for Closely Held Businesses




LIVE REPLAY: Fundamentals of Exempt Taxatioin




Negligent Hiring




Like-Kind Exchange of Businesses and Business Internets




2010 Sexual Harassment Update




LIVE REPLAY: Ethics in Negotiations
Business Torts, Part 1




Business Torts, Part 2




LIVE REPLAY: Reading Financial Statements for Lawyers, Part 1




LIVE REPLAY: Reading Financial Statements for Lawyers, Part 2




Special Needs Trust Planning
Construction Contracts




LIVE REPLAY: Ethics in Digital Communications




Goodwill in Business Transactions




Trust & Estate Guide to Terminations & Elections: A Practical Guide for Practitioners




LIVE REPLAY: Transfer Taxes in M&A/Business Transactions
Buy/Sell Arrangements in LLCs




LIVE REPLAY: Choice of Entity for Service Businesses, Including Law Firms




Estate Planning for Non-Traditional Families, Part 1




Estate Planning for Non-Traditional Families, Part 2
LIVE REPLAY: Compensation & Other Technique for Getting Money Out of a Business




Property Tax Issues in Real Estate




LIVE REPLAY: Buying Distressed Businesses: “Loan to Own” & Other Strategies, Part 1




LIVE REPLAY: Buying Distressed Businesses: “Loan to Own” & Other Strategies, Part 2




Employees v. Independent Contactors: Employment & Tax Implications




LIVE REPLAY: Estate Planning for Educational Expenses
Tax Pitfalls and Opportunities in Real Estate Workouts




Selection and Use of Expert Witnesses




Health Care & Estate Planning: Vital Issues at Each Stage of Planning Process




LIVE REPLAY: Art of the Equity Deal for Startup and Growth Companies




LIVE REPLAY: Art of the Equity Deal for Middle Market Companies
Choice of Entity/Form for Nonprofits




LIVE REPLAY: Ethics for Business Lawyers




Joint Ventures in Real Estate: Structure and Finance




Joint Ventures in Real Estate: Operation and Tax
LIVE REPLAY: Fundamentals of Exempt Taxation




Art of the Debt Deal for Startup and Growth Companies




Art of the Debt Deal for Middle Market Companies




LIVE REPLAY: Restructuring Trusts
Pre-Mortem Estate and Trust Disputes




Basics of Fiduciary Income Tax, Part 1




Basics of Fiduciary Income Tax, Part 2




2010 American With Disabilities Act Update
Real Estate Finance: Sources of Capital




Innocent Spouse Defense




Dangers of Using “Units” in LLC Planning




Maximizing Tax Benefits in Real Estate, Part 1
Maximizing Tax Benefits in Real Estate, Part 2




Uniform Commercial Code Toolkit, Part 1: Promissory Notes




Uniform Commercial Code Toolkit, Part 2: Equipment Leases




Uniform Commercial Code Toolkit, Part 3: Secured Transactions
Tax Concepts for Closely Held Companies




Estate Planning to Avoid Probate




Claims, Liens and Surety in Construction Law




Role of Insurance in Real Estate
Advanced Techniques in Charitable Giving




Estate Planning for Family Businesses, Part 1




Estate Planning for Family Businesses, Part 2




Offers-in-Compromise
Structuring Real Estate Investment Vehicles




Rescission: Fixing a Botched Transaction




What Employment Lawyers Need to Know About Social Media




Partnership/LLC Agreement Drafting, Part 1
Partnership/LLC Agreement Drafting, Part 2




Family Feuds in Trusts




Structuring Joint Ventures in Business
Original Broadcast Date Dial-In Number:   Brief Program Description:



                                          This two-part program will cover practical strategies
                                          for working out a commercial loan with a bank or
                                          other lender. The program will cover the range of
ORIGINAL                 (877) 309-0175   workout terms, the legal documents involved,
                                          preparing for workout negotiations and the
                                          substantial (and often adverse) tax considerations
                                          involved.
                                          This two-part program will cover practical strategies
                                          for working out a commercial loan with a bank or
                                          other lender. The program will cover the range of
ORIGINAL                 (877) 309-0175   workout terms, the legal documents involved,
                                          preparing for workout negotiations and the
                                          substantial (and often adverse) tax considerations
                                          involved.
                                          Electronic files are ubiquitous and voluminous. The
                                          production of processing of electronic evidence can
                                          be vastly expense. Often e-discovery is discussed in
                                          the context of multi-million dollar cases. But how do
October 1, 2009          (877) 309-0175   you handle e-discovery in smaller commercial cases,
                                          real estate litigation or fiduciary litigation with lower
                                          dollar values? This program will provide you a
                                          practical guide to techniques for managing e-
                                          discovery in smaller cases.

                                          Small businesses are often the most difficult to value
                                          because there is little readily available data on
                                          comparables. That makes the process of valuing a
ORIGINAL                 (877) 309-0175   business for sale or investment exceptionally
                                          difficult. This program will provide you with a
                                          practical guide to principles and methodologies of
                                          valuing medium and small businesses in the context
                                          of business transactions.
                                    Trusts are fertile sources of tension and conflict
                                    between trustees and beneficiaries. Those disputes
                                    can easily arise to litigation which may greatly
                                    diminish the trust. Often the disputes can be avoided
ORIGINAL           (877) 309-0175   or the friction mitigated through more effective trust
                                    administration. This program will discuss the duties
                                    of trustees in trust administration, common areas of
                                    dispute and techniques for effectively resolving
                                    disputes before they arise to litigation.

                                    Securities regulation can affect everyday business
                                    transactions whether in the corporate form or in a
                                    partnerships/LLCs. These regulations do not apply
                                    exclusively to public entities. This program will
October 13, 2009   (877) 309-0175   provide the non-securities law expert with a practical
                                    framework for determining the restrictions and
                                    potential liability of federal securities law on business
                                    transactions with an emphasis on corporate finance in
                                    and sales of private businesses.

                                    Securities regulation can affect everyday business
                                    transactions whether in the corporate form or in a
                                    partnerships/LLCs. These regulations do not apply
                                    exclusively to public entities. This program will
October 14, 2009   (877) 309-0175   provide the non-securities law expert with a practical
                                    framework for determining the restrictions and
                                    potential liability of federal securities law on business
                                    transactions with an emphasis on corporate finance in
                                    and sales of private businesses.

                                    One of the worst day’s of your client’s life is when
                                    they receive notice from the IRS that the government
                                    has started collection activities for back taxes. Your
ORIGINAL           (877) 309-0175   client’s livelihood and business are potentially at
                                    stake. This program will provide the non-tax
                                    specialist with a practical guide to the stages of IRS
                                    collection activity, how to negotiate with the IRS, and
                                    defend against collection.
                                    One of the worst day’s of your client’s life is when
                                    they receive notice from the IRS that the government
                                    has started collection activities for back taxes. Your
ORIGINAL           (877) 309-0175   client’s livelihood and business are potentially at
                                    stake. This program will provide the non-tax
                                    specialist with a practical guide to the stages of IRS
                                    collection activity, how to negotiate with the IRS, and
                                    defend against collection.


                                    Trust and estate planning practice can be an ethical
                                    minefield. This program will cover common areas of
                                    ethical concern, analyze the applicable rules and
                                    discuss techniques for avoiding them. Among other
ORIGINAL           (877) 309-0175   areas of ethical concern are determining who your
                                    client is, multiple layers of actual and potential
                                    conflicts among benefactors, beneficiaries and
                                    fiduciaries, communications with various clients,
                                    and the potential that the planner may someday be
                                    called as a witness in fiduciary litigation.
                                    By some estimates, fiduciary litigation is increasing
                                    at a rate of 20% a year. In addition to traditional
                                    sources of fiduciary litigation involving investment
October 20, 2009   (877) 309-0175   decisions, conflicts and disclosures, there are
                                    constantly new causes of action recognized. This
                                    annual update will provide you with a review of case
                                    law and statutory developments, and a discussion of
                                    trends in trust litigation.

                                    This program will discuss workout negotiations and
                                    documentation in the context Limited Liability
                                    Companies and partnerships with an emphasis on
                                    businesses with real estate investments or operations.
ORIGINAL           (877) 309-0175   Among other topics, the program will cover
                                    techniques for keeping the business alive while
                                    negotiating modified debt terms with lenders,
                                    eliminating any adverse tax consequences of a write-
                                    off of debt, and bankruptcy alternatives.
                            This program will discuss workout negotiations and
                            documentation in the context Limited Liability
                            Companies and partnerships with an emphasis on
                            businesses with real estate investments or operations.
ORIGINAL   (877) 309-0175   Among other topics, the program will cover
                            techniques for keeping the business alive while
                            negotiating modified debt terms with lenders,
                            eliminating any adverse tax consequences of a write-
                            off of debt, and bankruptcy alternatives.
                            Favorable testimony from expert witnesses can be an
                            essential element of success at trial and often relies
                            on careful preparation of the witness. But the
                            preparation and examination of witnesses is fraught
ORIGINAL   (877) 309-0175   with potential ethical violations. This program will
                            review the sources of rules applicable to working
                            with and preparing expert witnesses and discuss
                            practical approaches for legitimate zealous advocacy
                            while avoiding ethical violations.
                            This annual update will provide you a review of
                            statutory revisions to he Americans With Disabilities
                            Act, case law developments and trends in litigation.
           (877) 309-0175   The program will also discuss emerging claims in
                            ADA litigation and best practices for employer
                            compliance.




                            This wide ranging annual ethics update will provide
                            you a guide to developments that may have a
                            practical impact on your law practice. Among other
ORIGINAL   (877) 309-0175   topics, the program will cover recent developments in
                            the conflicts of interest, the attorney-client privilege,
                            technology in the law office, metadata, and wireless
                            communications. The program will also cover billing
                            disputes.
                                     This wide ranging annual ethics update will provide
                                     you a guide to developments that may have a
                                     practical impact on your law practice. Among other
ORIGINAL            (877) 309-0175   topics, the program will cover recent developments in
                                     the conflicts of interest, the attorney-client privilege,
                                     technology in the law office, metadata, and wireless
                                     communications. The program will also cover billing
                                     disputes.
November 10, 2009   (877) 309-0175   Longer narrative previously distributed.
November 11, 2009   (877) 309-0175   Longer narrative previously distributed.

                                     Estate and trust planning presents many special
                                     challenges, including the competence and limited life
                                     expectancy of the client. Indeed, many traditional
ORIGINAL            (877) 309-0175   estate planning techniques require time to fully
                                     realize their benefit, which may not be available to
                                     older clients. This program will discuss these many
                                     challenges and effective trust and estate planning
                                     strategies when planning for the elderly.

                                     Estate and trust planning presents many special
                                     challenges, including the competence and limited life
                                     expectancy of the client. Indeed, many traditional
ORIGINAL            (877) 309-0175   estate planning techniques require time to fully
                                     realize their benefit, which may not be available to
                                     older clients. This program will discuss these many
                                     challenges and effective trust and estate planning
                                     strategies when planning for the elderly.

                                     This program will provide a framework of ethical
                                     rules and principles applicable to the representation
                                     of debtors, creditors and the estate in bankruptcy.
ORIGINAL            (877) 309-0175   Among other topics, the program will cover pre-
                                     petition asset protection planning, conflicts of
                                     interests among the parties to the litigation, debtor-in-
                                     possession issues, and bankruptcy crimes, among
                                     others.
November 20, 2009   (877) 309-0175   Longer narrative previously distributed.
                                     The Department of Labor recently adopted
                                     substantial revisions to regulations under the Family
                                     & Medical Leave Act, the first major revision since
                                     its adoption 17 years ago. The revisions make
ORIGINAL            (877) 309-0175   changes to the definition of serious health conditions
                                     and fitness for duty, alters notice requirements, and
                                     makes changes to substitution for paid leave. These
                                     among other topics will be covered in this wide
                                     ranging update of changes to the FMLA.
                                     As an increasing number of businesses of every size
                                     fall into default on their obligations or file for
                                     bankruptcy, the risk to the personal risk of liability to
                                     the officers and directors of those businesses. As the
ORIGINAL            (877) 309-0175   business enters the “zone of insolvency,” the
                                     fiduciary duties of officers and directors become
                                     heightened. This program will discuss the fiduciary
                                     duties of officers and directors, common sources of
                                     personal financial liability, and best practices for
                                     avoiding liability.

                                     With cell phones, Blackberries, iPhones, Facebook
                                     and other forms of social media, the world of
                                     communications is as diverse as it has ever been
                                     before – and that presents special challenges in the
ORIGINAL            (877) 309-0175   context of law practice. The ways in which lawyers
                                     communicate with clients and opposing counsel has
                                     changed. This program will provide a real-world
                                     guide to common sources of ethical liability in digital
                                     communications today and techniques for avoiding
                                     ethical sanctions.
December 11, 2009   (877) 309-0175   Longer narrative previously distributed.

                                     With widespread financial distress in the commercial
                                     and residential real estate markets, many substantial
                                     projects are insolvent and either in workout
ORIGINAL            (877) 309-0175
                                     negotiations or bankruptcy. This program will be a
                                     real world guide to assessing the viability of those
                                     projects, techniques for acquiring them with reduced
                                     liabilities, and the supporting legal documentation.
                                     With widespread financial distress in the commercial
                                     and residential real estate markets, many substantial
                                     projects are insolvent and either in workout
ORIGINAL            (877) 309-0175
                                     negotiations or bankruptcy. This program will be a
                                     real world guide to assessing the viability of those
                                     projects, techniques for acquiring them with reduced
                                     liabilities, and the supporting legal documentation.
December 15, 2009   (877) 309-0175   Longer narrative previously distributed.




                                     The IRS recently issued a major revision of Form 990
                                     used by nonprofits, the first major revision in 30
                                     years. This program will provide a real-world guide
                                     to how the new form and its questions alter prior
ORIGINAL            (877) 309-0175
                                     practice, with an emphasis on the governance issues.
                                     Among other topics, the program will cover
                                     compliance with new governance questions, issues
                                     related to donations, and areas of regulator
                                     concentration, among other topics.
November 3, 2009    (877) 309-0175   Longer narrative previously distributed

                                     Part 1 of this two-part program will focus on issues
                                     particular to workouts of office leases that tenants no
                                     longer need or can no longer afford. Among other
ORIGINAL            (877) 309-0175   topics, the program will discuss approaching the
                                     landlord with a workout plan, negotiation strategies,
                                     subletting unneeded space and areas of concern for
                                     landlords, including property tax issues involving
                                     “shadow tenants.”
                                    Part 2 of this two-part program will focus on special
                                    issues related to the workout of retail leases. Among
                                    other topics, the program will focus on the impact of
ORIGINAL           (877) 309-0175   spreading retail bankruptcies on leasing, make-ups
                                    and give-backs, tactics for negotiating with tenants,
                                    assuming or rejecting a lease and bankruptcy and
                                    rules of thumb for landlords determining whether
                                    litigation against the tenant is economically viable.
December 8, 2009   (877) 309-0175   Longer narrative previously distributed.

                                    This program will provide you with a planning
                                    framework for the Generation Skipping Transfer Tax,
                                    including a discussion of terminology and events
ORIGINAL           (877) 309-0175   triggering the tax. The program will also cover
                                    generation assignment issues, taxable transfers, GST
                                    exemption planning and application of the tax to
                                    Dynasty Trusts.
December 3, 2009   (877) 309-0175   Longer narrative previously distributed.
                                    This program will provide an practical guide to
                                    restructuring middle-market businesses in the context
                                    of Chapter 11 reorganizations. Among other topics,
ORIGINAL           (877) 309-0175   the program will cover pre-bankruptcy considerations
                                    and workouts, venue selection, debtor-in-possession
                                    financing, plan strategies, discharge of indebtedness,
                                    and tax issues, among many others.
                                    This program will provide an practical guide to
                                    restructuring middle-market businesses in the context
                                    of Chapter 11 reorganizations. Among other topics,
ORIGINAL           (877) 309-0175   the program will cover pre-bankruptcy considerations
                                    and workouts, venue selection, debtor-in-possession
                                    financing, plan strategies, discharge of indebtedness,
                                    and tax issues, among many others.
November 5, 2009   (877) 309-0175   Longer narrative previously distributed.
                                    This program will cover statutory sources of
                                    retaliation claims and major case law developments
                                    changing existing law. Among other topics, the
ORIGINAL           (877) 309-0175   program will cover standards for determining
                                    whether retaliation occurred, including materially
                                    adverse actions, defending against retaliation claims
                                    and best practices for avoiding them.




                                    Gifting strategies lie at the heart of many medium-
                                    size estates. It is an efficient mechanism for
                                    transferring cash or other property without
                                    consuming a client’s exemption amount. This
ORIGINAL           (877) 309-0175   program will go beyond basic forms of gifting
                                    strategies to more sophisticated techniques, including
                                    for retirement benefits, using insurance policies, and
                                    other financial products.

                                    This program will provide you a real world guide to
                                    reading financial statements. Designed for the non-
                                    financial specialist and non-accountant, this program
                                    will highlight and explain the key elements of
ORIGINAL           (877) 309-0175   understanding balance sheets, income/loss
                                    statements, and cash flow statements. The program
                                    will discuss the fundamentals of financial reporting
                                    and how common business transactions are reported
                                    and impact these statements.

                                    This program will provide you a real world guide to
                                    reading financial statements. Designed for the non-
                                    financial specialist and non-accountant, this program
                                    will highlight and explain the key elements of
ORIGINAL           (877) 309-0175   understanding balance sheets, income/loss
                                    statements, and cash flow statements. The program
                                    will discuss the fundamentals of financial reporting
                                    and how common business transactions are reported
                                    and impact these statements.
January 19, 2010   (877) 309-0175   Longer narrative previously distributed.

January 20, 2010   (877) 309-0175   Longer narrative previously distributed.
                                    Transfer taxes – such as sales and use taxes – are the
                                    most often overlooked component of many business
                                    transactions, including mergers, acquisitions, and
                                    assert sales. Transfer taxes apply in these and other
ORIGINAL           (877) 309-0175
                                    common business transactions and can substantially
                                    alter the economics of a transaction if an exemption
                                    does not exist. This program will provide a practical
                                    guide to how transfer taxes apply to business
                                    transactions and tax planning to avoid liability.
January 26, 2010   (877) 309-0175   Longer narrative previously distributed.

January 27, 2010   (877) 309-0175   Longer narrative previously distributed.

                                    Trusts may need to be restructured for many reasons,
                                    including to alter their governance structures, modify
                                    the form and timing of distributions, or to reflect
ORIGINAL           (877) 309-0175   changes in the underlying investment portfolio,
                                    family business or composition of beneficiaries. This
                                    program will provide a practical guide to
                                    restructuring trusts and the tax and non-tax
                                    challenges and implications of doing so.

                                    The tax compliance and liability of exempt
                                    organizations is distinct from the taxation of profit-
                                    making organizations. Exempt taxation involves
                                    particular restrictions on operations, forms of
ORIGINAL           (877) 309-0175   compliance, and traps that are unfamiliar to business
                                    taxation. Designed for the non-specialist this
                                    program will provide attorneys advising exempt
                                    organizations a framework for understanding exempt
                                    taxation liability and compliance obligations.
                                    Middle market companies have been squeezed as any
                                    others as they seek operating and growth capital.
                                    Conventional bank lending and from investment
                                    funds largely disappeared in the credit crisis, leaving
                                    these companies struggling to find forms of equity
ORIGINAL           (877) 309-0175   investment to operate and grow. This two-part
                                    program will provide you with a real world guide to
                                    the emerging sources of equity capital, trends in deal
                                    terms, and structuring a deal when debt funding is not
                                    available.
                                     Middle market companies have been squeezed as any
                                     others as they seek operating and growth capital.
                                     Conventional bank lending and from investment
                                     funds largely disappeared in the credit crisis, leaving
                                     these companies struggling to find forms of equity
ORIGINAL            (877) 309-0175   investment to operate and grow. This two-part
                                     program will provide you with a real world guide to
                                     the emerging sources of equity capital, trends in deal
                                     terms, and structuring a deal when debt funding is not
                                     available.
                                     Congress recently enacted the most sweeping
                                     revision of the nation’s employer-provided health
                                     care system in 50 years. The new law will work
                                     dramatic changes on the way in which employers
                                     provide health care coverage for employees and
                                     necessitate major changes to existing plans and
                                     policies. Some of the new mandates and taxes take
ORIGINAL            (877) 309-0175   effect immediately, while others are implemented
                                     over the next several years. This two-part program
                                     will provide you with a practical guide to the new
                                     health care system, its new mandates and taxes, how
                                     they substantially alter current plans and practices,
                                     and provide you with real-world advice about how to
                                     adapt the old to the new.
                                     Congress recently enacted the most sweeping
                                     revision of the nation’s employer-provided health
                                     care system in 50 years. The new law will work
                                     dramatic changes on the way in which employers
                                     provide health care coverage for employees and
                                     necessitate major changes to existing plans and
                                     policies. Some of the new mandates and taxes take
ORIGINAL            (877) 309-0175   effect immediately, while others are implemented
                                     over the next several years. This two-part program
                                     will provide you with a practical guide to the new
                                     health care system, its new mandates and taxes, how
                                     they substantially alter current plans and practices,
                                     and provide you with real-world advice about how to
                                     adapt the old to the new.
February 11, 2010   (877) 309-0175   Longer narrative previously distributed.
                                     Many business transactions rest on opinion letters.
                                     Opinion letters range the gamut of from opining that
                                     the organizations to the transaction are in good
                                     standing, that the transaction is compliant with
                                     certain regulatory strictures, that certain essential
ORIGINAL            (877) 309-0175   facts are validated, or that other requirements have
                                     been satisfied. These letters are required by the
                                     parties for many deals and are fraught with potential
                                     liability for the lawyers and law firms that issue and
                                     sign them. This program will be a practical guide to
                                     types and forms of opinion letters, best practices for
                                     drafting them and avoiding liability while satisfying
                                     client needs.
                                     This program will provide you with a framework for
                                     understanding the range of options available to
                                     provide for the education of a beneficiary. The
ORIGINAL            (877) 309-0175   program will cover Section 529 plans, gifting
                                     alternatives, and trust planning. The program will
                                     also discuss integration of these techniques into the
                                     client’s larger estate plan.
December 15, 2009   (877) 309-0175   Longer narrative previously distributed.

                                     With commercial credit tight and access to equity
                                     funding limited, there is an active market is buying
                                     and selling distressed businesses. Strategies for
                                     acquiring these business range from direct equity
                                     investments to acquiring the distressed business’s
ORIGINAL            (877) 309-0175   debt and leveraging it into a controlling equity
                                     position, among many others. This program will
                                     provide you with a discussion of techniques for
                                     acquiring distressed businesses inside and before
                                     bankruptcy, structuring deals to acquire value and
                                     limit liability, and documenting the deal.
                                    With commercial credit tight and access to equity
                                    funding limited, there is an active market is buying
                                    and selling distressed businesses. Strategies for
                                    acquiring these business range from direct equity
                                    investments to acquiring the distressed business’s
ORIGINAL           (877) 309-0175   debt and leveraging it into a controlling equity
                                    position, among many others. This program will
                                    provide you with a discussion of techniques for
                                    acquiring distressed businesses inside and before
                                    bankruptcy, structuring deals to acquire value and
                                    limit liability, and documenting the deal.
February 2, 2010   (877) 309-0175   Longer narrative previously distributed.

February 3, 2010   (877) 309-0175   Longer narrative previously distributed.
                                    The choice of entity for service-based businesses
                                    involves a host of considerations that are different
                                    from those that are based on the creation,
                                    development or sale of tangible goods or real estate.
                                    Service based businesses hold different types of
ORIGINAL           (877) 309-0175   assets, create different forms of value, and have
                                    different types of distributions to their owners. This
                                    program will provide a framework for the most
                                    important tax and non-tax considerations when
                                    choosing an entity for a service-based business,
                                    including law firms.

                                    There is no greater challenge than getting capital out
                                    of a business in the most tax-efficient manner. This
                                    program will cover techniques for getting funds out
ORIGINAL           (877) 309-0175   of C corporations, S corporations, and LLCs,
                                    including distributions of cash, other property, and
                                    the payment of salaries. The role of employment
                                    taxes on distributions, particularly out of LLCs, will
                                    also be discussed.
                                     Congress recently enacted the most sweeping
                                     revision of the nation’s employer-provided health
                                     care system in 50 years. The new law will work
                                     dramatic changes on the way in which employers
                                     provide health care coverage for employees and
                                     necessitate major changes to existing plans and
                                     policies. Some of the new mandates and taxes take
April 29, 2010      (877) 309-0175   effect immediately, while others are implemented
                                     over the next several years. This two-part program
                                     will provide you with a practical guide to the new
                                     health care system, its new mandates and taxes, how
                                     they substantially alter current plans and practices,
                                     and provide you with real-world advice about how to
                                     adapt the old to the new.
December 20, 2009   (877) 309-0175   Longer narrative previously distributed.
                                     Congress recently enacted the most sweeping
                                     revision of the nation’s employer-provided health
                                     care system in 50 years. The new law will work
                                     dramatic changes on the way in which employers
                                     provide health care coverage for employees and
                                     necessitate major changes to existing plans and
                                     policies. Some of the new mandates and taxes take
April 30, 2010      (877) 309-0175   effect immediately, while others are implemented
                                     over the next several years. This two-part program
                                     will provide you with a practical guide to the new
                                     health care system, its new mandates and taxes, how
                                     they substantially alter current plans and practices,
                                     and provide you with real-world advice about how to
                                     adapt the old to the new.
                                     Often the most urgent concern of a client is that a
                                     beneficiary – a child or grandchild – achieve certain
                                     things in life or not succumb to certain failings. In
                                     these instances, benefactors want to use the wealth
ORIGINAL            (877) 309-0175   they are leaving to their heirs to encourage certain
                                     good behavior or discourage bad acts. This program
                                     will provide a roadmap to the uses and limitations of
                                     incentive trusts in encouraging good behavior and
                                     discouraging bad.
                                     Attorneys in transactional practice and in litigation
                                     negotiate constantly. They are required to zealous
                                     advocates for their clients, but there are real limits to
ORIGINAL            (877) 309-0175   what attorneys, who are also bound to be honest, can
                                     do. Puffery can only go so far. This program will
                                     provide you with a real world guide to the ethical
                                     rules governing negotiations, and what you can say
                                     and cannot.
January 28, 2010    (877) 309-0175   Longer narrative previously distributed.

February 18, 2010   (877) 309-0175   Longer narrative previously distributed.




                                     Join us for this annual two-part update on attorney
                                     ethics issues in civil litigation. Among other topics,
ORIGINAL            (877) 309-0175   the program will cover recent developments related
                                     to the attorney-client privilege, working with experts,
                                     conflicts of interest, ethics in discovery, and
                                     sanctions motions.

                                     Join us for this annual two-part update on attorney
                                     ethics issues in civil litigation. Among other topics,
ORIGINAL            (877) 309-0175   the program will cover recent developments related
                                     to the attorney-client privilege, working with experts,
                                     conflicts of interest, ethics in discovery, and
                                     sanctions motions.
April 27, 2010      (877) 309-0175   Longer narrative previously distributed.

April 28, 2010      (877) 309-0175   Longer narrative previously distributed.

                                     This program will discuss common ethical traps for
                                     business transactional attorneys, including in-house
                                     counsel. Among other topics, the program will cover
ORIGINAL            (877) 309-0175   conflicts in representing the business and its owners,
                                     representing various ownership factions, sitting on a
                                     client’s board of directors, offering non-legal advice,
                                     and preserving the attorney-client privilege.
April 20, 2010      (877) 309-0175   Longer narrative previously distributed.
                                  S corps remain one of the most popular forms of
                                  entity for closely held businesses, particularly family
                                  businesses. These businesses have suffered as much
ORIGINAL         (877) 309-0175   as any in the economic downtown. This program will
                                  cover tax-free restructuring alternatives for distressed
                                  S Corps, discharge of indebtedness issues, tax
                                  consequences of changes of ownership, and other
                                  recent developments impacting S Corps.
May 26, 2010     (877) 309-0175   Longer narrative previously distributed.

                                  This annual, two-part program will provide you a
                                  broad-based update of case law, regulatory and
                                  legislative developments effecting your estate and
                                  trust planning and administration practice. Among
ORIGINAL         (877) 309-0175   other topics, the program will cover developments in
                                  Family Limited Partnerships, Obama Administration
                                  proposals to change the estate tax, issues related to
                                  the distressed economy and planning, and new IRS
                                  regulations effecting planning.
                                  This annual, two-part program will provide you a
                                  broad-based update of case law, regulatory and
                                  legislative developments effecting your estate and
                                  trust planning and administration practice. Among
ORIGINAL         (877) 309-0175   other topics, the program will cover developments in
                                  Family Limited Partnerships, Obama Administration
                                  proposals to change the estate tax, issues related to
                                  the distressed economy and planning, and new IRS
                                  regulations effecting planning.
March 23, 2010   (877) 309-0175   Longer narrative previously distributed.

March 24, 2010   (877) 309-0175   Longer narrative previously distributed.

                                  With widespread financial distress in the commercial
                                  and residential real estate markets, many substantial
                                  projects are insolvent and either in workout
ORIGINAL         (877) 309-0175   negotiations or bankruptcy. This program will be a
                                  real world guide to assessing the viability of those
                                  projects, techniques for acquiring them with reduced
                                  liabilities, and the supporting legal documentation.
                                  Congress recently enacted the most sweeping
                                  revision of the nation’s employer-provided health
                                  care system in 50 years. The new law will work
                                  dramatic changes on the way in which employers
                                  provide health care coverage for employees and
                                  necessitate major changes to existing plans and
                                  policies. Some of the new mandates and taxes take
April 30, 2010   (877) 309-0175   effect immediately, while others are implemented
                                  over the next several years. This two-part program
                                  will provide you with a practical guide to the new
                                  health care system, its new mandates and taxes, how
                                  they substantially alter current plans and practices,
                                  and provide you with real-world advice about how to
                                  adapt the old to the new.
                                  With widespread financial distress in the commercial
                                  and residential real estate markets, many substantial
                                  projects are insolvent and either in workout
ORIGINAL         (877) 309-0175   negotiations or bankruptcy. This program will be a
                                  real world guide to assessing the viability of those
                                  projects, techniques for acquiring them with reduced
                                  liabilities, and the supporting legal documentation.
                                  Congress recently enacted the most sweeping
                                  revision of the nation’s employer-provided health
                                  care system in 50 years. The new law will work
                                  dramatic changes on the way in which employers
                                  provide health care coverage for employees and
                                  necessitate major changes to existing plans and
                                  policies. Some of the new mandates and taxes take
April 30, 2010   (877) 309-0175   effect immediately, while others are implemented
                                  over the next several years. This two-part program
                                  will provide you with a practical guide to the new
                                  health care system, its new mandates and taxes, how
                                  they substantially alter current plans and practices,
                                  and provide you with real-world advice about how to
                                  adapt the old to the new.
                                  Closely held businesses are generally illiquid. There
                                  is neither a regular market for valuing interests in the
                                  business nor facilitating transactions. Ownership
                                  interest in closely held businesses, particularly family
ORIGINAL         (877) 309-0175   businesses, may be subject to a host of transfer
                                  restrictions, too. This program will provide a
                                  practical transactional framework for sale of
                                  ownership interests in a closely held business, its
                                  relationship to trust and estate planning, and planning
                                  for the next generation of leaders.
April 22, 2010   (877) 309-0175   Longer narrative previously distributed.

                                  Hiring the wrong personnel can not only be damaging
                                  to the business’s stability and growth but also
                                  potentially exposes the business to litigation. This
ORIGINAL         (877) 309-0175   program will discuss common sources of legal
                                  liability for negligent hiring, spotting early warning
                                  signs, best practices for avoiding liability and what to
                                  do once it’s too late.




                                  Certain types of ownership interests in businesses can
                                  be exchanged under the Section 1031/Like-Kind
                                  Exchange regime as much as interests in real estate.
ORIGINAL         (877) 309-0175   This program will discuss the types of interests that
                                  are eligible for exchange, techniques for making the
                                  exchange, and determining when such exchanges are
                                  more appropriate than out-right sales of business
                                  interests.

                                  This program will provide a broad-based overview of
                                  legislative, regulatory and case law developments
ORIGINAL         (877) 309-0175   effecting sexual harassment litigation in the
                                  workplace. The program will also cover employer
                                  best practices for avoiding liability and what to do
                                  once a claim has been filed.

May 26, 2010     (877) 309-0175   Longer narrative previously distributed.
                                 Potential torts litter the landscape of business
                                 transactions, potentially giving rise to either
                                 substantial liability or the loss of value in a business.
                                 This program will provide a discussion of the most
ORIGINAL        (877) 309-0175   common business torts, including tortuous
                                 interference, breach of fiduciary duties, fraudulent
                                 and negligent misrepresentation, recruitment and
                                 hiring-based torts, trade secret misappropriation, and
                                 more.
                                 Potential torts litter the landscape of business
                                 transactions, potentially giving rise to either
                                 substantial liability or the loss of value in a business.
                                 This program will provide a discussion of the most
ORIGINAL        (877) 309-0175   common business torts, including tortuous
                                 interference, breach of fiduciary duties, fraudulent
                                 and negligent misrepresentation, recruitment and
                                 hiring-based torts, trade secret misappropriation, and
                                 more.


April 6, 2010   (877) 309-0175   Longer narrative previously distributed.




April 7, 2010   (877) 309-0175   Longer narrative previously distributed.



                                 Special Needs Trusts are designed for the care of
                                 certain dependents who have physical or mental
                                 impairments and who may also be receiving
                                 government benefits. This program will provide you
ORIGINAL        (877) 309-0175
                                 with a guide to the types of SNTs and their eligibility
                                 standards. The program will also provide drafting tips
                                 and guidance on how to integrate them into a larger
                                 estate plan.
                                     This program will discuss the fundamentals of
                                     structuring and negotiating a construction deal, and
                                     drafting the underlying documentation. The program
ORIGINAL            (877) 309-0175
                                     will focus on the most highly negotiated provisions of
                                     an agreement, provisions that have a material affect
                                     on the economics of the underlying deal, performance
                                     guarantees, and the limitation of liability.


February 18, 2010   (877) 309-0175   Longer narrative previously distributed.

                                     Goodwill” is an intangible asset on the books of a
                                     business that measures the value between the overall
                                     book value of a business and its tangible assets.
                                     Goodwill and how it is treated for financial reporting
                                     and tax purposes is vitally important in business
ORIGINAL            (877) 309-0175   transactions. Designed for the non-financial
                                     specialist, this program will provide you with a
                                     practical guide to the tax, accounting and finance
                                     issues related to goodwill in common business
                                     transactions.

                                     Managing elections and terminations is an important
                                     part of estate and trust practice allowing practitioners
                                     to achieve client goals. In the same way, failure to
ORIGINAL            (877) 309-0175   make elections or misjudging elections can hamper or
                                     defeat a client’s larger goals. This program will
                                     provide you with a practical guide to estate, gift, trust
                                     and income tax elections and terminations important
                                     to estate and trust practice.


April 13, 2010      (877) 309-0175   Longer narrative previously distributed.
                                    LLCs are often illiquid – there is no regular
                                    mechanism for valuing a business or providing a
                                    market for the sale or exchange of ownership
                                    interests. But without that liquidity, an LLC member
ORIGINAL           (877) 309-0175   cannot realize growth in his or her investment. This
                                    program will provide you with a guide to the most
                                    important issues in buy/sell arrangements in LLCs,
                                    including methodologies and timing of valuations,
                                    financing sales/exchanges, admitting new members,
                                    and other governance and distribution issues.


    May 18, 2010   (877) 309-0175   Longer narrative previously distributed


                                    Estate planning for non-traditional families is a
                                    substantial challenge for estate planners, and the
                                    challenges are becoming increasingly common as the
                                    number of unmarried couples increases. This
                                    program will provide you with a real-world guide to
ORIGINAL           (877) 309-0175   the most important issues for issues for planning for
                                    various non-traditional couples and families,
                                    including adverse after-death tax consequences,
                                    planning for retirement benefits, will substitutes,
                                    living trusts and insurance policies, incapacity issues,
                                    and issues related to providing for children of
                                    multiple marriages.
                                    Estate planning for non-traditional families is a
                                    substantial challenge for estate planners, and the
                                    challenges are becoming increasingly common as the
                                    number of unmarried couples increases. This
                                    program will provide you with a real-world guide to
ORIGINAL           (877) 309-0175   the most important issues for issues for planning for
                                    various non-traditional couples and families,
                                    including adverse after-death tax consequences,
                                    planning for retirement benefits, will substitutes,
                                    living trusts and insurance policies, incapacity issues,
                                    and issues related to providing for children of
                                    multiple marriages.
May 20, 2010   (877) 309-0175   Longer narrative previously distributed



                                This program will provide you with a guide to
                                property tax planning issues in real estate
ORIGINAL       (877) 309-0175   development, in the financial management of offices
                                and retail complexes, and in negotiations with local
                                taxing authorities.


May 11, 2010   (877) 309-0175   Longer narrative previously distributed




May 12, 2010   (877) 309-0175   Longer narrative previously distributed




                                Important employment and tax law consequences
                                flow from whether a worker is characterized as a
                                employee or independent contactor. This program
                                cover the factors for determining whether a worker is
                                an employee or an independent contractor, common
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                                wage and hour traps and income tax consequences
                                depending on the characterization, employment law
                                issues in outsourcing to independent contractors,
                                including theories of liability under federal law, and
                                employment law implications of using independent
                                contractors in lieu of common law employees.



May 6, 2010    (877) 309-0175   Longer narrative previously distributed
                                  Workouts or bankruptcy of failed commercial real
                                  estate deals often results in a partial discharge of
                                  indebtedness. Termination of these projects can also
ORIGINAL         (877) 309-0175   result in the loss of valuable tax attributes. This
                                  program will serve as a real-world guide to the most
                                  important tax problems and opportunities that arise
                                  when distressed commercial real estate projects go
                                  through workouts with lenders or are in bankruptcy.




                                  The selection and preparation of expert witnesses can
                                  be one of the most important parts of preparing
                                  litigation. It requires considerable effort and finesse.
ORIGINAL         (877) 309-0175
                                  This program will provide you with a real world
                                  guide to selection the best expert witness for your
                                  case, preparing him or her for examination, and using
                                  them at trial.

                                  Health care issues arise at every stage of estate and
                                  trust planning process. This program will discuss
                                  major health care issues at arise at the planning,
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                                  administration and post-mortem stages of the process,
                                  including access to health care information, planning
                                  for incapacity, advance medical directives, trust
                                  planning and more.



April 27, 2010   (877) 309-0175   Longer narrative previously distributed.




April 28, 2010   (877) 309-0175   Longer narrative previously distributed.
                                This program will provide a framework for choosing
                                the optimal form of entity for a non-profit venture.
                                Among other topics, the program will cover real-
ORIGINAL       (877) 309-0175   world restrictions on the type of entity, including
                                unrelated business income, obtaining exempt status
                                once the entity has been formed, and what types of
                                nonprofit entities work for different types of
                                underlying charitable or educational activities.




June 8, 2010   (877) 309-0175   Longer narrative previously distributed.




                                Most real estate deals that are getting done in the
                                current environment are structured as joint ventures,
                                where two or more entities or investors contribute
                                capital, expertise, personnel or other assets to the
                                venture. With joint ventures comes complexity. The
ORIGINAL       (877) 309-0175   first part of this program will cover important
                                structuring and finance considerations, including
                                choice of entity and working with lenders. The
                                second part of this program will consider operational
                                issues at each stage of the project and after
                                completion, and major tax issues.

                                Most real estate deals that are getting done in the
                                current environment are structured as joint ventures,
                                where two or more entities or investors contribute
                                capital, expertise, personnel or other assets to the
                                venture. With joint ventures comes complexity. The
ORIGINAL       (877) 309-0175   first part of this program will cover important
                                structuring and finance considerations, including
                                choice of entity and working with lenders. The
                                second part of this program will consider operational
                                issues at each stage of the project and after
                                completion, and major tax issues.
April 22, 2010   (877) 309-0175   Longer narrative previously distributed.


                                  When a business does not have ready access to equity
                                  investors, or when the owner group does not want to
                                  dilute its interests, often the only alternative for
                                  growth capital is debt financing. This program will
ORIGINAL         (877) 309-0175   discuss the emerging sources of debt finance in the
                                  aftermath of the credit crunch, trends in terms
                                  demanded by conventional lenders and other investor
                                  funds, and structuring the financing for optimal
                                  flexibility.
                                  When a business does not have ready access to equity
                                  investors, or when the owner group does not want to
                                  dilute its interests, often the only alternative for
                                  growth capital is debt financing. This program will
ORIGINAL         (877) 309-0175   discuss the emerging sources of debt finance in the
                                  aftermath of the credit crunch, trends in terms
                                  demanded by conventional lenders and other investor
                                  funds, and structuring the financing for optimal
                                  flexibility.




April 20, 2010   (877) 309-0175   Longer narrative previously distributed.
                            Not even death brings an end to estate planning
                            opportunities. There are still many opportunities to
                            correct errors, respond to unanticipated facts, or
                            otherwise achieve the desires of the benefactor and/or
ORIGINAL   (877) 309-0175   his or her beneficiaries. Among other topics, this
                            program will cover beneficiary elections, disclaimers,
                            QTIP elections, installment method of payment of
                            taxes, partnership election, income tax returns and
                            more.

                            Fiduciary income tax rules and forms of compliance
                            apply to estates, gifts and trusts according to special
                            rules in this area. This program is designed for the
                            planner who is not a specialist in the forms of
ORIGINAL   (877) 309-0175   fiduciary income tax compliance. Among other
                            topics, this program will cover the fundamental
                            principles of fiduciary income taxation, principal and
                            income allocation and accounting, application to
                            simple, complex and grantor trusts, reporting
                            requirements, elections, and much more.

                            Fiduciary income tax rules and forms of compliance
                            apply to estates, gifts and trusts according to special
                            rules in this area. This program is designed for the
                            planner who is not a specialist in the forms of
ORIGINAL   (877) 309-0175   fiduciary income tax compliance. Among other
                            topics, this program will cover the fundamental
                            principles of fiduciary income taxation, principal and
                            income allocation and accounting, application to
                            simple, complex and grantor trusts, reporting
                            requirements, elections, and much more.
                            This annual update will provide you with a
                            comprehensive guide to legislative, regulatory and
                            case law developments concerning the Americans
ORIGINAL   (877) 309-0175   with Disabilities Act. Among other topics, the
                            program will discuss case law reaction to the recent
                            ADA Amendments Act and how former practice in
                            this area has changed.
                            This program will discuss emerging sources of
                            individual and institutional investment capital for real
ORIGINAL   (877) 309-0175   estate deals. The program trends in deal terms, what
                            investors are demanding, the most highly negotiated
                            parts of deals, and how to document deals for optimal
                            flexibility and tax efficiency.
                            When a couple files a joint return, they become
                            jointly and severally liability for the tax liability.
                            There are tax benefits to filing jointly, but often
                            things in the relationship may go wrong and one
ORIGINAL   (877) 309-0175   spouse is left with a substantial tax liability that he or
                            she cannot pay. This program will provide you with
                            a practical guide to asserting and successfully
                            obtaining the “innocent” or “injured spouse” defenses
                            to tax liability.

                            The use of “units” in LLCs has become a widespread
                            conceptual and drafting substitute for shares of
                            stock. Units simplify the process of allocating
                            economic spoils, governance and dissolution. But
ORIGINAL   (877) 309-0175
                            they are deceptively simple and can lead to
                            substantial unintended consequences. This program
                            will provide you a practical guide to the dangers of
                            using units in LLC planning and how to resolve those
                            problems in new and existing LLCs.




                            Optimizing the tax strategy of real estate deals can be
                            as important as any other aspect of the deal. This
                            program will provide you a framework for analyzing
ORIGINAL   (877) 309-0175   the tax efficiency of real estate deals. Among other
                            topics, the program will cover choice of entity, the
                            conversion of income into capital gain, dealer issues,
                            and tax planning at various stages of the lifecycle of a
                            real estate deal.
                            Optimizing the tax strategy of real estate deals can be
                            as important as any other aspect of the deal. This
                            program will provide you a framework for analyzing
ORIGINAL   (877) 309-0175   the tax efficiency of real estate deals. Among other
                            topics, the program will cover choice of entity, the
                            conversion of income into capital gain, dealer issues,
                            and tax planning at various stages of the lifecycle of a
                            real estate deal.

                            The first in the three-party “UCC Toolkit” series, this
                            program will provide you a framework for drafting
                            bullet-proof promissory notes. Among other topics,
                            the program will cover the applicability of UCC
ORIGINAL   (877) 309-0175   Article 3/neogiatiable instruments to promissory
                            notes, the meaning of “boiler-plate” waives,”
                            mechanics for the purchase or sale of a promissory
                            note, and rights of lenders who take pledges in notes,
                            among other topics.
                            The second in the three-party “UCC Toolkit” series,
                            this program will provide you a guide to drafting
                            effective equipment leases. Among other topics, the
                            program will cover the application of UCC 2A to
ORIGINAL   (877) 309-0175   equipment leases, drafting to ensure your lease is not
                            re-characterized as a “financing,” recent changes to
                            the underlying law of equipment leases and practical
                            guidance on structuring and drafting compliant
                            leases.

                            The third in the three-party “UCC Toolkit” series,
                            this program will provide you with a practical guide
                            to drafting security and finance agreements. Among
ORIGINAL   (877) 309-0175
                            other topics, the program will cover special issues for
                            secured transactions in a tight credit environment,
                            anti-assignment provisions regarding collateral,
                            foreclosures issues, and much more.
                            This program will provide advisers of closely held
                            businesses a in-depth discussion of the most
                            important income tax planning issues for closely held
ORIGINAL   (877) 309-0175   an family businesses. Among other topics, the
                            program will cover tax issues related to compensation
                            to owners and non-owners, fringe benefits,
                            distributions of profits and losses, terminations and
                            important accounting and tax elections.
                            Probate can be a time-consuming, expensive and
                            frustrating process that many clients would rather
                            avoid. This program will provide you with specific
                            techniques for either avoiding probate or substantially
ORIGINAL   (877) 309-0175   diminishing its length or cost, including trust
                            planning, beneficiary designations, the use of
                            insurance, and much more. The program will also
                            discuss the instances in which probate may be
                            beneficial for an estate.

                            This program will provide you with a real-world
                            guide to the bewildering world of construction liens
                            and claims in construction law. Among other topics,
                            the program will discuss the types of liens and claims
ORIGINAL   (877) 309-0175   that can be imposed on a project, who those claims
                            and liens are in favor of, how to manage the process
                            from the perspective of the developer and lender, and
                            how to get them discharged. The program will also
                            discuss the role of surety bonds in general and sub-
                            contract work.

                            Insurance is a vital component of most real estate
                            deals, both to obtain financing and to protect the
                            underlying economics of the deal. This program will
                            cover the legal framework of first and third party
ORIGINAL   (877) 309-0175   insurance in real estate deals, the economics of
                            insurance at each stage of the real estate deal, a
                            layman’s guide to the insurance industry’s jargon,
                            specific issues for property owners, lenders and
                            developers, and common insurance traps in real
                            estate.
                            This program will discuss advanced techniques for
                            charitable giving. Among other topics, the program
ORIGINAL   (877) 309-0175   will cover gifting techniques involving insurance,
                            issues related to gifting unusual assets, qualified
                            plans and other retirement benefits, charitable lead
                            trusts, and charitable remainder trusts.




                            Estate planning for family businesses involves
                            complex and often delicate issues of family assets
                            and emotions, planning not only for optimal estate
                            tax outcomes but also business stability. This
ORIGINAL   (877) 309-0175   program will cover planning to avoid succession
                            struggles, advanced techniques for transferring the
                            family business, the alternative of selling the
                            business, funding buyouts and special LLC and S
                            Corp considerations.
                            Estate planning for family businesses involves
                            complex and often delicate issues of family assets
                            and emotions, planning not only for optimal estate
                            tax outcomes but also business stability. This
ORIGINAL   (877) 309-0175   program will cover planning to avoid succession
                            struggles, advanced techniques for transferring the
                            family business, the alternative of selling the
                            business, funding buyouts and special LLC and S
                            Corp considerations.

                            Offers-in-compromise are a technique for settling
                            debts with the IRS for less than the face value of
                            what is owed, which are increasingly used as more
                            people fall into economic distress. This program will
ORIGINAL   (877) 309-0175   cover eligibility standards for individuals and small
                            businesses to make an offer-in-compromise, a review
                            of the process of making and advocating an offer,
                            substantive standards for the offers, and practical
                            advise on increasing the odds of the IRS accepting
                            your offer.
                            Real estate is a great source of wealth generation,
                            particularly as clients seek to take advantage of
                            distressed properties. Also, real estate can be a
ORIGINAL   (877) 309-0175   source of tax benefits on an individual client’s tax
                            return. This program will provide you a real-world
                            framework for choosing the right type of investment
                            vehicle for a real estate investment and structuring it
                            for optical tax results.

                            With the complexity of corporate and business
                            transactions, matters can go awry – documents may
                            have errors, parties may have made mistakes, and
ORIGINAL   (877) 309-0175   more. It’s never too later to fix or at least mitigate
                            some of the errors or problems. This program will
                            serve as a practical guide to correcting errors and
                            solving problems once they are discovered through
                            the process of rescission.

                            The social media phenomena has permeated the
                            workplace. Facebook, Twitter, and YouTube have
                            penetrated every corner of the workplace as workers
                            access their pages and pass along videos, messages
ORIGINAL   (877) 309-0175   and more. This program will identify and discuss the
                            most important issues for employers in formulating
                            policies in response to this phenomena, including
                            identifying sources of potential liability and
                            establishing best practices to promote business
                            efficiency and prevent liability.

                            The most business document may be the partnership
                            or LLC agreement. Perhaps the most important
                            document for ensuring business stability, the
                            resolution of disputes, the effective distribution of
ORIGINAL   (877) 309-0175
                            economic gains and allocation of losses, these
                            documents are as complex as they are commonplace.
                            This program will provide you with a practical guide
                            to the most important tax and non-tax provisions in
                            these agreements and how to avoid common errors.
                            The most business document may be the partnership
                            or LLC agreement. Perhaps the most important
                            document for ensuring business stability, the
                            resolution of disputes, the effective distribution of
ORIGINAL   (877) 309-0175   economic gains and allocation of losses, these
                            documents are as complex as they are commonplace.
                            This program will provide you with a practical guide
                            to the most important tax and non-tax provisions in
                            these agreements and how to avoid common errors.
                            There are few more vitriolic battles than those
                            involving family businesses, which mingle latent
                            family rivalries and resentments with the devolution
                            of family assets. Those feuds can often be
                            destructive of the family business as the parties
ORIGINAL   (877) 309-0175   engage in self-destructive litigation. This program
                            will provide you a practical guide for resolving
                            family disputes before they grow into formal
                            litigation and what to do to settle the litigation as
                            quickly and as cost effectively as possible once
                            litigation arises.

                            Businesses increasingly try to focus on their “core
                            competencies” and join with other businesses who
                            have complementary assets or competencies to grow.
                            Far short of formal mergers, these joint ventures
ORIGINAL   (877) 309-0175   bring the best of two or more organizations together
                            for joint profit. Structuring and documenting these
                            deals to define who owns what, who gets what, and
                            when are complex tasks. This program will provide
                            you a practical framework for structuring and drafting
                            joint ventures in business.
Level of Difficulty   Target Practice Areas:




      Intermediate        Business, Finance




      Intermediate        Business, Finance




      Intermediate     Ethics, Civil Litigation




      Intermediate            Business
Intermediate    Estate Planning




Intermediate   Business, Finance




Intermediate   Business, Finance




Intermediate         Tax
Intermediate              Tax




Intermediate    Ethics, Estate Planning




Intermediate   Estate Planning, Fiduciary




Intermediate     Business, Bankrtupcy
Intermediate   Business, Bankrtupcy




Intermediate   Ethics, Civil Litigation




Intermediate        Employment




Intermediate           Ethics
Intermediate             Ethics




Intermediate        Estate Planning

Intermediate        Estate Planning




Intermediate   Estate Planning, Elder Law




Intermediate   Estate Planning, Elder Law




Intermediate      Ethics, Bankruptcy




Intermediate             Ethics
Intermediate        Employment




Intermediate          Business




Intermediate           Ethics




Intermediate           Ethics




Intermediate   Real Estate, Bankruptcy
Intermediate   Real Estate, Bankruptcy




Intermediate   Ethics, Estate Planning




Intermediate         Non-profit




Intermediate       Business, Tax




Intermediate         Real Estate
Intermediate       Real Estate




Intermediate      Business, Tax




Intermediate     Estate Planning




Intermediate     Estate Planning




Intermediate   Bankruptcy, Business




Intermediate   Bankruptcy, Business




Intermediate        Non-profit
Intermediate     Employment




Intermediate    Estate Planning




Intermediate   Business, Finance




Intermediate   Business, Finance
Intermediate    Business, Tax




Intermediate    Estate Planning




Intermediate    Non-profit, Tax




Intermediate   Business, Finance
Intermediate      Business, Finance




Intermediate   Business, Health and Tax




Intermediate   Business, Health and Tax
Intermediate             Business




Intermediate          Estate Planning




Intermediate   Business, Bankruptcy, Finance
Intermediate   Business, Bankruptcy, Finance




Intermediate             Business




Intermediate          Business, Tax
Intermediate   Business, Health and Tax




Intermediate   Business, Health and Tax




Intermediate       Estate Planning
Intermediate           Ethics




Intermediate   Ethics, Civil Litigation




Intermediate   Ethics, Civil Litigation




Intermediate     Business, Finance

Intermediate     Business, Finance




Intermediate      Ethics, Business




Intermediate      Estate Planning
Intermediate   Business, Bankruptcy




Intermediate     Estate Planning




Intermediate     Estate Planning




Intermediate   Business, Bankruptcy
Intermediate   Business, Health and Tax




Intermediate    Business, Bankruptcy




Intermediate   Business, Health and Tax
Intermediate   Estate Planning




Intermediate    Employment




Intermediate   Business, Tax




Intermediate    Employment




Intermediate       Ethics
      Intermediate   Business, Civil Litigation




      Intermediate   Business, Civil Litigation




      Intermediate    Business, Finance, Tax




      Intermediate    Business, Finance, Tax




Intermediate         Estate Planning
Intermediate   Real Estate, Business




Intermediate          Ethics




Intermediate         Business




Intermediate     Estate Planning




Intermediate      Business, Tax
Intermediate            Business




Intermediate         Business, Tax




Intermediate   Estate Planning, Family Law




Intermediate   Estate Planning, Family Law
Intermediate      Business, Tax




Intermediate       Real Estate




Intermediate   Business, Bankruptcy




Intermediate   Business, Bankruptcy




Intermediate    Employment, Tax




Intermediate     Estate Planning
Intermediate   Real Estate, Bankruptcy, Tax




Intermediate         Civil Litigation




Intermediate         Estate Planning




Intermediate        Business, Finance




Intermediate        Business, Finance
Intermediate     Non-profit




Intermediate   Ethics, Business




Intermediate     Real Estate




Intermediate     Real Estate
Intermediate    Non-profit, Tax




Intermediate   Business, Finance




Intermediate   Business, Finance




Intermediate    Estate Planning
Intermediate     Estate Planning




Intermediate   Estate Planning, Tax




Intermediate   Estate Planning, Tax




Intermediate      Employment
Intermediate   Real Estate, Finance




Intermediate           Tax




Intermediate      Business, Tax




Intermediate    Real Estate, Tax
Intermediate          Real Estate, Tax




Intermediate   UCC, Commercial Law, Business




Intermediate   UCC, Commercial Law, Business




Intermediate   UCC, Commercial Law, Business
Intermediate      Business, Tax




Intermediate     Estate Planning




Intermediate   Real Estate, Finance




Intermediate       Real Estate
Intermediate   Estate Planning




Intermediate   Estate Planning




Intermediate   Estate Planning




Intermediate        Tax
Intermediate    Real Estate




Intermediate     Business




Intermediate   Employment




Intermediate   Business, Tax
Intermediate   Business, Tax




Intermediate   Estate Planning




Intermediate     Business
WEBCREDENZA, INC. -- Master Program Tracking
2009 Calendar (Updated August 11, 2009)


Month           Telecom. Res. #   WC Program #
  JANUARY




        6          71499978           0109001




        8          71506485           0109002




        9          71800192           0109003




        13         71508547           0109004
14   75241534   0109005




15   71509478   0109006




16   71803404   0109007




20   71510545   0109008




22   71511216   0109009
   23      71804729   0109010




   27      71513722   0109011




   29                 0109100




           82578917


   30      71806600   0109012




FEBRUARY



   3       71514862   0109013




   5       71515579   0109014
6    71807073   0109015




9    81454434   0109096




10   71521176   0109016




11   71522265   0109017




12   71522643   0109018




13   71807570   0109019
17   71523930   0109020




18   81455114   0109097




19   71525922   0109021




20   71807952   0109022




23   81455384   0109098
24   81455647   0109099



24   71526698   0109023




26   71808261   0109024
 27     71812105   0109025




 27     87669453   0109118



MARCH



  3     71527360   0109026




  5     71813393   0109027




 10     71527587   0109028




 12     71813866   0109029
17   71527938   0109030




18   71528303   0109031




20   71814284   0109032




24   71528738   0109033




26   71814739   0109034
 31     71529118   0109035




APRIL



  2     71767383   0109036




  3     86159231   0109101




  7     71768165   0109037




  9     86160236   0109102




 14     71770123   0109038




 16     86160493   0109103
21    71772142   0109039




23    86160715   0109104




28    71772940   0109040




29    75246070   0109041




30    86160874   0109105



MAY
1    86161092   0109106




5    71774665   0109042




6    71775091   0109043




7    86161417   0109107
8    86161654   0109108




12   71775154   0109044




14   86162127   0109109
15   86162683   0109110




19   71777315   0109045
 21    71777512   0109046




 22    86163076   0109111



 26    71780203   0109047




 28    75241929   0109048




JUNE



 2     71780534   0109049




 3     71781203   0109050



 4     86163554   0109112
 5     86164514   0109113
9    71781343   0109051




11   71781584   0109052




12   86164875   0109114




16   71781973   0109053




17   71782522   0109054




18   86165104   0109115




19   75775437   0109096
 23    71782986   0109055




 24    71783170   0109056




 25    86165478   0109116

 26    86165688   0109117



 30    75244468   0109057




JULY

 1                0109134
       10510051




 2     71783634   0109058




 7     71784809   0109059




 8                0109135
       10511419
9    71785591   0109060




10   99982413   0109119




14   71785817   0109061




15   71786121   0109062




16   99985840   0109120


17   99988816   0109121




21   71786489   0109063




22              0109136
     10511592

23              0109122
     99989151
  28     71786655   0109064




  29                0109137
         10511879
  30     99989573   0109123



AUGUST

  3      10389831   0109138




  4      71787058   0109065




  5      71787686   0109066




  6      99990087   0109124

  7                 0109125
         99990512
   11       71787944   0109067




   12                  0109139
            10390936
   13       99991762
                       0109126




   18       71788124   0109068




   19                  0109140
            10391049
   20                  0109127
            99992344

   24                  0109141
            10391157


   25       71788371   0109069




   26       71788510   0109070



   27       99993564   0109128



SEPTEMBER
1    71789083   0109071




2    75245300   0109072




4    10391276   0109142




8    71789886   0109073




9    99996595   0109129

10   99996991   0109130

11   10391453   0109143




15   71790213   0109074




17   99997485   0109131
  22      71790745   0109075




  23                 0109144
          10391564
  24                 0109132
          99997816
  28      10391673
                     0109145




  29      71791103   0109076




  30      99998061   0109133


OCTOBER




   1      71791468   0109077




   6      71791736   0109078
8    23214050   0109146




13   71791980   0109079




14   71792258   0109080




15   23216692   0109147

16   23218288   0109148




20   71792613   0109081




22   23218466   0109149



27   71792929   0109082
   29      23220189   0109150

   30      23220318   0109151



NOVEMBER



   3       71793903   0109083




   5       71794099   0109084




   6       23220691   0109152



   10      71794673   0109085




   11      71795032   0109086



   12      23220881   0109153

   13      23226811   0109154
   17      71795619   0109087




   18      23227254   0109155

   19      23227319   0109156



   20      71796035   0109088




   23      23227368   0109157

   24      23227426   0109158


DECEMBER




   1       71796334   019089




   2       23227462   0109159



   3       71797162   0109090




   4       23227529   0109160
8    71797315   0109091




9    23227579   0109161




10   71797450   0109092




11   75245826   0109093




14   23227661   0109162




15   71797695   0109094




16   23227710
                0109163
17   71798204   0109095




18   23227776   0109164

21   23227804   0109165

22   23227860   0109166
Program Name:




Return preparer penalties for Lawyers




Boards of Directors: Fiduciary Obligations & Liability in a Troubled Market




Live Replay: Drafting Employee Handbooks




Attorney Ethics in a Wireless Digital World
The New ADA: Recent Amendments & New Standards




Asset-Backed Financing in a Tight Credit Environment




Live Replay: Avoiding Malpractice in Trust and Estate Planning




Fundamentals in Gift Taxation




Ethics in Mediation
Live Replay: Elder Law: Reverse Mortgages, Long-Term Care Insurance, and Planning for Old Age




Timesheets and Traps: Ethics in Billing and Collecting Fees




Live Replay: Fundamentals in Gift Taxation (North Carolina ONLY)




Live Replay: Damage in Employment Cases




Bankruptcy Alternatives for Struggling Businesses




Ethics in Real Estate Practice
Live Replay: Estate Planning with S Corps




Attorney Ethics in a Wireless Digital World (Live Replay) -- **NC & SC ONLY**



2009 Ethics in Civil Litigation, Part 1




2009 Ethics in Civil Litigation, Part 2




Religious Accommodation in the Workplace




Live Replay: 2008 Fiduciary Litigation Update
Entity Conversions: LLCs, Corporations, and S Corps, From One Thing to Another




Timesheets and Traps: Ethics in Billing and Collecting Fees (Live Replay) **NC & SC ONLY**




Negotiation Ethics: What You Can Say and Can’t




Live Replay: Employees v. Independent Contractors




Ethics in Mediation (Live Replay) **NC & SC ONLY**
Ethics in Real Estate Practice (Live Replay) ***note different dial in number *** **NC & SC ONLY**


Health Care issues in Estate Planning




Live Replay: 2008 Update on Advising MD and DDS Practices, Part 1
Live Replay: 2008 Update on Advising MD and DDS Practices, Part 2




LIVE REPLAY: Negotiation Ethics: What You Can Say and Can’t ***note different dial in number *** **SC O




Fiduciary Standards for Nonprofit Directors and Officers




Live Replay: Estate Planning for Liquidity




Developments in Age Discrimination in Employment




Live Replay: Choice of Entity for Real Estate Deals
Raising Business Capital in a Troubled Market, Part 1




Raising Business Capital in a Troubled Market, Part 2




Live Replay: Incentive Trusts: Encouraging Good Behavior in Beneficiaries




Real Estate Defaults, Workouts and Bankruptcy




Live Replay: Torts in Employment Litigation
Sales/Exchanges of Partnership/LLC Interests & the Admission of New Partners




Handling Individual Chapter 11 Cases



LIVE REPLAY: Boards of Directors: Fiduciary Obligations & Liability in a Troubled Market




English-Only and National Origin Issues in the Workplace




LIVE REPLAY: Attorney Ethics in a Wireless Digital World




Real Estate Deals With Little or No Leverage




LIVE REPLAY: The New ADA: Recent Amendments & New Standards
Estate Planning for Retirement Benefits




LIVE REPLAY: Asset-Backed Financing in a Tight Credit Environment




Buying and Selling Family Businesses, Part 1




Buying and Selling Family Businesses, Part 2




LIVE REPLAY: Fundamentals in Gift Taxation
LIVE RELAY: Ethics in Mediation




LLCs/Partnerships in Bankruptcy, Part 1




LLCs/Partnerships in Bankruptcy, Part 2




LIVE REPLAY: 2009 Ethics in Civil Litigation, Part 1
LIVE REPLAY: 2009 Ethics in Civil Litigation, Part 2



Ethics in Bankruptcy Practice



LIVE REPLAY: Bankruptcy Alternatives for Struggling Businesses
LIVE REPLAY: Ethics in Real Estate Practice




Series LLCs: New Developments
Successor Liability in Business Transactions




LIVE REPLAY: Timesheets and Traps: Ethics in Billing and Collecting Fees


Estate Planning in a Low Interest Rate Environment




Avoiding Fraudulent Transfers in Asset Protection Planning




2009 Ethics Update, Part 1




2009 Ethics Update, Part 2


LIVE REPLAY: Religious Accommodation in the Workplace
LIVE REPLAY: Entity Conversions: LLCs, Corporations, and S Corps, From One Thing to Another
Estate Planning for Young Clients




Attorney Ethics in E-Discovery




LIVE REPLAY: Negotiation Ethics: What You Can Say and Can’t




Article Nine: Secured Transaction Update, Part 1




Article Nine: Secured Transaction Update, Part 2




LIVE REPLAY: Health Care issues in Estate Planning




Down-sizing Right: Laying Off Employees While Limiting Liability
2009 Estate Planning Update, Part 1




2009 Estate Planning Update, Part 2




LIVE REPLAY: Raising Business Capital in a Troubled Market, Part 1
LIVE REPLAY: Raising Business Capital in a Troubled Market, Part 2


Leverage: Debt Loan Agreements for Business




LIVE REPLAY: The New TARP Market Turmoil, Capital Investments, and the Obama Administration
(90 MINUTES)




Overtime: Wage and Hour Update




Admitting New Partnership Members: Tax and Non-Tax Considerations



LIVE REPLAY: The New TARP Market Turmoil, Capital Investments, and the Obama Administration
(90 MINUTES) (2nd replay of this topic)
Client Incapacity & Special Needs Trusts




LIVE REPLAY: Handling Individual Chapter 11 Cases



Negotiating & Drafting Office Leases




Negotiating & Drafting Retail Leases



LIVE REPLAY: Buying and Selling Family Businesses, Part 1

LIVE REPLAY: Buying and Selling Family Businesses, Part 2




Trustees & Beneficiaries: Managing Tensions and Conflict




LIVE REPLAY: TARP Compliance, Disclosure and Enforcement: What Banks Need to Know About
Taking Government Money (90 MINUTES)


LIVE REPLAY: Sales/Exchanges of Partnership/LLC Interests & the Admission of New Partners
Estate Planning for Pets




LIVE REPLAY: TARP Compliance, Disclosure and Enforcement: What Banks Need to Know About
Taking Government Money (90 MINUTES) (2nd replay of this topic)
LIVE REPLAY: Real Estate Deals With Little or No Leverage



LIVE REPLAY: Selling Toxic Loans and Securities to the Government: A Practical Guide for Banks
and Financial Institutions (90 MINUTES)




What Business Lawyers Need to Know About Licensing, Part 1




What Business Lawyers Need to Know About Licensing, Part 2




LIVE REPLAY: LLCs/Partnerships in Bankruptcy, Part 1

LIVE REPLAY: LLCs/Partnerships in Bankruptcy, Part 2
“Second Death” Issues in Estate Planning




LIVE REPLAY: Selling Toxic Loans and Securities to the Government: A Practical Guide for Banks
and Financial Institutions (90 MINUTES) (2nd replay of this topic)
LIVE REPLAY: Ethics in Bankruptcy Practice



Corporate Governance for Non-profits



LIVE REPLAY: Raising Private Capital: Practical Techniques For Community Banks to Increase
Capital in a Down Market (90 MINUTES)

LIVE REPLAY: Real Estate Defaults, Workouts and Bankruptcy

LIVE REPLAY: Raising Private Capital: Practical Techniques For Community Banks to Increase
Capital in a Down Market (90 MINUTES) (2nd replay of this topic)


Advising Trustees: Duties, Disclosures, and Liability




The Prudent Investor Rule: Understanding the Rules of Trust Investments



LIVE REPLAY: Successor Liability in Business Transactions
Understanding the Economics of LLC Deals, Part 1




Understanding the Economics of LLC Deals, Part 2




LIVE REPLAY: Best Practices for Community Banks Confronting a Rising Tide of Troubled Loans
(90 MINUTES)



Title Insurance Update



LIVE REPLAY: 2009 Ethics Update, Part 1

LIVE REPLAY: 2009 Ethics Update, Part 2
LIVE REPLAY: Best Practices for Community Banks Confronting a Rising Tide of Troubled Loans
(90 MINUTES) (2nd replay of this topic)



Special Issues in Small Trusts




LIVE REPLAY: Leverage: Debt Loan Agreements for Business
Understanding “Earn-Outs”: Proving the Value of a Business Over Time




LIVE REPLAY: Lender Liability: Defaults, Litigation and Best Practices to Avoid Liability (90 MINUTES)
LIVE REPLAY: Estate Planning for Young Clients

LIVE REPLAY: Lender Liability: Defaults, Litigation and Best Practices to Avoid Liability (90 MINUTES) (2nd re



Estate and Gift Tax Audits



LIVE REPLAY: Series LLCs: New Developments




E-Discovery in Small Cases




2009 Americans With Disabilities Act Update
Live Replay: Client Incapacity & Special Needs Trusts




Fundamentals of Securities Regulation, Part 1




Fundamentals of Securities Regulation, Part 2




Live Replay: Article Nine: Secured Transaction Update, Part 1

Live Replay: Article Nine: Secured Transaction Update, Part 2




Fiduciary Litigation Update




Live Replay: Corporate Governance for Non-profits



1031/Like Kind Exchange Update
Live Replay: 2009 Estate Planning Update, Part 1
Live Replay: 2009 Estate Planning Update, Part 2




Tax and Non-Tax Aspects of LLC Liquidation




Compensation Issues in Nonprofits




Live Replay: Negotiation Ethics: What You Can Say and Can’t



Family Limited Partnership Update, Part 1




Family Limited Partnership Update, Part 2



Live Replay: Bankruptcy Alternatives for Struggling Businesses
Live Replay: Estate Planning for Pets
Tax Planning for Vacation Homes




Live Replay: 2009 Ethics in Civil Litigation, Part 1

Live Replay: 2009 Ethics in Civil Litigation, Part 2



Attorney Ethics When Changing Firms




Live Replay: Understanding the Economics of LLC Deals, Part 1

Live Replay: Understanding the Economics of LLC Deals, Part 2




Inter-Species Mergers: LLCs, C Corps, S Corps and More




Live Replay: Attorney Ethics in E-Discovery



Nuts and Bolts of Gift Taxation



Live Replay: Estate and Gift Tax Audits
Compensation Issues in LLCs



Live Replay: Timesheets and Traps: Ethics in Billing and Collecting Fees




Post-Mortem Estate Planning




Ethics of Client Selection




Live Replay: Real Estate Defaults, Workouts and Bankruptcy




Ethics of Asset Protection Planning




Live Replay: Asset-Backed Financing in a Tight Credit Environment
“Know-How”: Fundamentals of Protecting Your Client’s Trade Secrets




Live Replay: Admitting New Partnership Members: Tax and Non-Tax Considerations

Live Replay: Understanding “Earn-Outs”: Proving the Value of a Business Over Time

Live Replay: Trustees & Beneficiaries: Managing Tensions and Conflict
Dial-In Number:   Brief Program Description:


                  Designation of a person as a "return preparer"
                  potentially exposes them to liability for errors or
                  deficiencies on someone else's return. Recent changes
                  liberalizing the term "return preparer" can easily
(877) 309-0175
                  encompass attorneys advising clients on transactional
                  matters. This program will examine how transactional
                  attorneys may be ensnared in the new "return preparer"
                  regulations and how to limit their risk.
                  Boards of directors have heightened fiduciary
                  responsibilities when a business becomes financially
                  distressed. With the economy, credit markets and
                  business in widespread turmoil, it has become of
(877) 309-0175    paramount importance to identify these new fiduciary
                  obligations. This program will discuss a director's
                  heightened obligations, the essentials of the discharge of
                  those obligations and thereby their liability to
                  shareholders.
                  Employee handbooks are essential for establishing
                  workplace policies and procedures - and protecting
(877) 309-0175    employers from liability. This program will focus on
                  the key elements employee handbooks, effective
                  drafting techniques, and traps for the unwary.
                  The modes of communicating in law practice have
                  subtlety yet dramatically changed with the spread of
                  wireless and digital communication. Although the
                  application of attorney ethics rules to traditional modes
(877) 309-0175    of communication are well-known, we are only now
                  beginning to learn how to apply the rules to cell phones,
                  blackberries, text-messaging, wireless faxing and much
                  more. This program will discuss application of the rules
                  to new forms of digital and wireless communications.
                 The Congress recently passed substantial changes to the
                 Americans with Disabilities Act, reversing a series of
(877) 309-0175   court decisions limiting the scope of the Act. This
                 program will review those developments, examine
                 revised defintions under the ADA and look to their
                 likely impact on this area of law.
                 Borrowing against the value of assets is probably the
                 most common form of business finance. Although
                 common, the structure of the market, and thus basic
                 borrowing terms, have changed substantially amid the
(877) 309-0175
                 economic turbulence and credit crunch. This program
                 will extensively discuss the process and documentation
                 of an asset-based finance deal in a new lending
                 environment.
                 Estate and trusting planning and administration practice
                 can be very demanding - and because it involves the
                 transfer of assets between generations in a family it can
(877) 309-0175   also be a minefield of accusations and disputes. This
                 program is designed as a practical guide through the
                 minefields and how to protect yourself from malpractice
                 claims.
                 Gift taxation is fundamentally different from the estate
                 tax and income taxation. Gift taxes apply more broadly
                 than widely believed and presents many traps for the
                 unwary. This program will provide an introduction to
(877) 309-0175
                 fundamental principles and reporting requirements of
                 gift taxation. The program will focus on how gift tax
                 liability arises in many common planning and
                 transactional contexts.
                 With litigation becoming more costly and the courts
                 continually slowed and struggling to keep up with
                 growth in lawsuits, mediation has become a
                 commonplace feature of many practices. Although the
(877) 309-0175   ethical rules are often framed in the context of
                 traditional litigation practice and transactional work,
                 they apply to mediation, too. This program will review
                 the attorney ethics rules applicable to mediation and
                 how to avoid ethical traps.
                 This program will focus on important planning issues
                 for elderly clients preparing for their post-work lives.
(877) 309-0175   The program will emphasize providing for long term
                 health care, the use and traps of reverse mortgages, and
                 other planning for elderly in retirement.
                 This program will review how several attorney ethics
                 rules apply in the context of billing fees and collecting
                 them from clients. The program will emphasize
(877) 309-0175
                 common ethical pitfalls of tracking and billing time and
                 practical tips on how to foresee and avoid disputes with
                 clients.
                 Gift taxation is fundamentally different from the estate
                 tax and income taxation. Gift taxes apply more broadly
                 than widely believed and presents many traps for the
                 unwary. This program will provide an introduction to
(877) 309-0175
                 fundamental principles and reporting requirements of
                 gift taxation. The program will focus on how gift tax
                 liability arises in many common planning and
                 transactional contexts.
                 Damages in employment litigation, particularly under
                 Title VII, can be more difficult to determine than in
(877) 309-0175   other forms of litigation. This program will review the
                 types of damages available under Title VII, techniques
                 in determining damages, and trends award of damages.



                 Smaller businesses are particularly vulnerable to an
                 economic downturn. That vulnerability is enhanced in
                 the current environment where access to credit is very
(877) 309-0175
                 limited. This program will explore the alternatives
                 available to small businesses as they seek to avoid a
                 bankruptcy filing.

                 This program will explore how attorney ethics rules
                 apply to common real estate transactions, including the
(877) 309-0175
                 purchase and sale of an individual residence. Among
                 other topics, the program will focus on negotiations over
                 price and term, confidentiality and conflicts of interest.
                 Because of the historical development of business
                 entities and certain tax benefits, many family businesses
                 are still held as S Corporations. This program will
(877) 309-0175   examine the special challenges and opportunities of
                 estate planning with S Corps, including the challenges
                 of lifetime transfers, transfers on death, shareholder
                 eligibility and control.
(877) 309-0175
                 This two part program will examine recent
                 developments for attorneys with a civil litigation
                 practice. Among other topics, the program will cover
(877) 309-0175
                 developments in conflicts of interest, the attorney-client
                 privilege, electronic communications, and working with
                 experts.
                 This two part program will examine recent
                 developments for attorneys with a civil litigation
                 practice. Among other topics, the program will cover
(877) 309-0175
                 developments in conflicts of interest, the attorney-client
                 privilege, electronic communications, and working with
                 experts.
                 The First Amendment guarantees the free expression of
                 religious faith. Accommodating that expression, which
                 is required under federal statutory law, in an
                 increasingly diverse workplace is a challenge for
(877) 309-0175   employers. This program will examine the mandates of
                 law and discuss best practices for employers as they
                 seek to satisfy the tandem challenges of religious
                 accommodation and establishing a harmonious work
                 environment.
                 Fiduciaries - trustees and others - control and vast sums
                 of property and other wealth for beneficiaries. That
                 responsibility and the natural tension that arises between
(877) 309-0175   fiduciaries and beneficiaries gives rise to substantial
                 litigation. This annual case law and legislative update
                 will review recent developments affecting trustees, their
                 potential liability, and duties.
                   What may start as the right choice of entity for a
                   business may not end up being the right choice as the
                   business experiences change as it develops over time.
(877) 309-0175     How does one entity become a different type of entity?
                   This program will examine the practical techniques for
                   entity conversion and the tax consequences of those
                   conversions.
(877) 309-0175
                   This program will review attorney ethics rules as
                   applied in the context of litigation and transactional
                   settings. What are the limits on zealous advocacy and
(877) 309-0175     boasting? Do you have a duty to correct someone else’s
                   errors? What are the most common ways in which
                   attorneys fall into ethical traps in negotiations? This
                   program will address these among other issues.
                   One of the fundamental classifications of employment
                   law is whether a worker is an "employee" or an
                   "independent contractor." Riding on that distinction are
                   substantial reporting and tax withholding obligations
(877) 309-0175     (and potential liability) for employers. This program
                   will provide a detailed framework for determining
                   whether a worker is an employee or independent
                   contractor, and the obligations arising from that
                   classification.
(877) 309-0175
800 ) 374 - 1320
                   This program will examine major health care issues that
                   arise in the context of estate and trust planning practice.
(877) 309-0175     Among other topics, the program will focus on access to
                   client health information, health care directives, and
                   integration of health concerns into a clien't larger estate
                   plan. annual program will review the major health care,
                   This
                   business and tax developments affecting the operation
                   of medical and dental practices. The program will focus
(877) 309-0175     health care regulation affecting medical professional
                   compensation and reimbursements, business trends in
                   medical practices, and emerging tax issues affecting
                   these practices.
                   This annual program will review the major health care,
                   business and tax developments affecting the operation
                   of medical and dental practices. The program will focus
(877) 309-0175     health care regulation affecting medical professional
                   compensation and reimbursements, business trends in
                   medical practices, and emerging tax issues affecting
                   these practices.
800 ) 374 - 1320




                   The governance of nonprofit institutions has come under
                   as much scrutiny as for-profit businesses. There is
                   increased pressure by the IRS and state attorneys general
(877) 309-0175
                   on boards of directors of nonprofits to actively supervise
                   their institutions. This program will examine the
                   fiduciary standards applicable to nonprofit directors,
                   Real estate is a common investment, but the business
                   entity in which it is held is very important. The choice
                   of entity dictates tax benefits and costs, and operational
(877) 309-0175     flexibility or rigidity. This program will take a practical
                   approach to examining the costs and benefits of holding
                   different types of real estate investments in various types
                   of business entity.
                   Two countervailing forces – an aging population and
                   employer layoffs of older workers in a slowing economy
                   – are working to force an increase in age discrimination
(877) 309-0175     in employment claims. This program will provide a
                   framework for age-based employment claims, discuss
                   trends in litigation, and best practices for avoiding
                   liability.
                   Real estate is a common investment, but the business
                   entity in which it is held is very important. The choice
                   of entity dictates tax benefits and costs, and operational
(877) 309-0175     flexibility or rigidity. This program will take a practical
                   approach to examining the costs and benefits of holding
                   different types of real estate investments in various types
                   of business entity.
                 With the credit markets tight and traditional equity
                 investors largely on the sidelines out of concern for the
                 state of economy, it has become substantially more
(877) 309-0175   difficult for businesses of every size to raise capital to
                 grow their operations. This program will examine the
                 available sources of capital, emerging demands and deal
                 terms of equity investors and creditors, and methods of
                 structuring investments in a troubled economy.

                 With the credit markets tight and traditional equity
                 investors largely on the sidelines out of concern for the
                 state of economy, it has become substantially more
(877) 309-0175   difficult for businesses of every size to raise capital to
                 grow their operations. This program will examine the
                 available sources of capital, emerging demands and deal
                 terms of equity investors and creditors, and methods of
                 structuring investments in a troubled economy.
                 One of the great challenges of transferring wealth from a
                 senior generation to a junior generation is ensuring that
                 the wealth promotes positive changes in the life of
                 beneficiaries and does not create the basis for personal
                 or social dysfunction. This program will discuss
(877) 309-0175
                 practical techniques for implementing effective
                 "incentive trusts" which are designed to promote
                 positive personal growth, such as educational
                 attainment, and avoid many negative aspects of
                 inheriting substantial wealth.
                 The sustained downturn in real estate valuations and the
                 inability of developers and investors to access credit
                 have finally caused the default rate among commercial
                 real estate properties to increase substantially. This
(877) 309-0175
                 program will examine the legal framework for real
                 commercial real estate properties in default and the
                 discuss practical techniques for working out the default
                 with lenders.
                 This program will review common law torts that may
                 arise in the workplace, including invasions of privacy,
                 defamation, negligence, and workplace violence. The
(877) 309-0175
                 program will also review standards governing employer
                 liability and defenses to that liability. Both intentional
                 torts and negligence will be covered.
                 Among the most common business transactions are the
                 sale or partnership or LLC interests, and the admission
                 of new partners/members. The frequency of the
(877) 309-0175   transactions, however, obscure the complex tax and
                 financial accounting changes implicated sales/exchanges
                 and the admission of new members. This program will
                 provide the non-tax and financial accounting specialist



                 We have entered the phase of the economic cycle where
                 individual bankruptcy filings sharply increase due to
                 tightening credit and a slowing economy. This program
(877) 309-0175
                 will provide intermediate level coverage of filing and
                 managing Chapter 11 reorganization bankruptcy filings
                 for individuals.
(877) 309-0175   Longer narrative previously distributed
                 Discrimination claims in the workplace have become
                 less centered on overt racial or ethnic discrimination and
                 tend to focus on the impact of seemingly neutral
(877) 309-0175   policies, such as English-only requirements. This
                 program will examine the impact of English-only and
                 other workplace policies that give rise to national-origin
                 discrimination claims.
(877) 309-0175   Longer narrative previously distributed
                 Traditionally, most real estate deals involved a
                 substantial amount of “leverage,” or debt financing.
                 The leverage made the deals viable in the first instance
                 and also increased returns for equity investors. A world
                 in which deals had to be done with substantially less
                 borrowing and substantially more equity seemed
(877) 309-0175   unimaginable. But with banks, hedge funds and other
                 lenders demanding more equity before funding a deal,
                 investors are rethinking the way they structure real
                 estate deals. This program will examine emerging new
                 structures for real estate developments and other
                 investments using more equity and less borrowed
                 money.
(877) 309-0175   Longer narrative previously distributed
                 Retirement assets such as IRAs, 401(k)s, annuities and
                 defined benefit plans are the biggest asset class of most
                 individuals. In dollar value, they are often larger than an
                 individual’s personal residence and generally more
(877) 309-0175   liquid. Understanding these benefits, each with its own
                 rules and logic, is an essential component to integrating
                 them into a client’s larger estate plan. This program
                 will discuss practical techniques for estate and trust
                 planning with retirement benefits.
(877) 309-0175   Longer narrative previously distributed
                 Family businesses dominate the American financial
                 landscape. Many of the even the most successful and
                 extensive businesses are either exclusively or
                 predominantly family owned, and often operated, too,
                 by the founding. Buying a family is unlike buying a
                 business owned by third parties. There are a host of
                 ownership and managerial issues that need to be
(877) 309-0175
                 discovered in diligence and untangled in the structure of
                 the deal. In the same way, selling a family business
                 often requires the owners to engage in a reorganization
                 of the business in order to make it saleable to third
                 parties. This program will discuss the unique issues and
                 special challenges of buying and selling family
                 businesses.
                 Family businesses dominate the American financial
                 landscape. Many of the even the most successful and
                 extensive businesses are either exclusively or
                 predominantly family owned, and often operated, too,
                 by the founding. Buying a family is unlike buying a
                 business owned by third parties. There are a host of
                 ownership and managerial issues that need to be
(877) 309-0175
                 discovered in diligence and untangled in the structure of
                 the deal. In the same way, selling a family business
                 often requires the owners to engage in a reorganization
                 of the business in order to make it saleable to third
                 parties. This program will discuss the unique issues and
                 special challenges of buying and selling family
                 businesses.
(877) 309-0175   Longer narrative previously distributed
                 With litigation becoming more costly and the courts
(877) 309-0175   continually slowed and struggling to keep up with
                 When a LLC or partnership goes bankrupt, how do
                 organic entity law, tax law, and bankruptcy law work to
                 affect the rights of creditors and the owners of the LLC
                 or partnership? As more businesses default on their
(877) 309-0175   obligations and fall into bankruptcy, these become
                 urgent questions again. This program will provide a
                 practical framework for anticipating the practical tax
                 and non-tax consequences of bankruptcy and how to
                 plan for it in the context of LLCs and partnerships.
                 When a LLC or partnership goes bankrupt, how do
                 organic entity law, tax law, and bankruptcy law work to
                 affect the rights of creditors and the owners of the LLC
                 or partnership? As more businesses default on their
(877) 309-0175   obligations and fall into bankruptcy, these become
                 urgent questions again. This program will provide a
                 practical framework for anticipating the practical tax
                 and non-tax consequences of bankruptcy and how to
                 plan for it in the context of LLCs and partnerships.
(877) 309-0175
(877) 309-0175
                 Rising bankruptcy filings among individuals and
                 businesses has brought renewed focus how attorney
                 ethics rules apply in this context. This program will
(877) 309-0175
                 identify the sources of attorney of attorney ethics rules
                 in this area, common ethical trouble spots, and discuss
                 best practices from avoiding ethics claims.
(877) 309-0175
(877) 309-0175
                 “Series” LLCs are a string of LLCs used to segregate
                 and thus protect assets from claims against other assets.
                 There have been a host of recent statutory and case law
(877) 309-0175   developments, including those affecting the rights of
                 creditors. This program will review those developments
                 and discuss planning opportunities and limitations with
                 Series LLCs.
                 There are several theories of liability that tag buyers of
                 assets with the liabilities of the seller's business. This
                 problem will become more frequent as buyers seek to
(877) 309-0175   acquired distressed assets from failing businesses. This
                 program will examine the common law and statutory
                 theories of liability and discuss planning techniques for
                 indentifying and protecting against those liabilities.
                 This program will review how several attorney ethics
(877) 309-0175   rules apply in the context of billing fees and collecting
                 With interest rates at historically low levels certain
                 estate plans become more attractive and others less
(877) 309-0175   viable. This program will examine the practical uses
                 and benefits of these plans in a low-interest rate
                 environment.
                 One of the central challenges of asset protection
                 planning is avoiding any civil or criminal claim of
                 fraudulent transfers. This program will extensively
(877) 309-0175
                 discuss those transactions and transfers that are a
                 legitimate part of asset protection planning and those
                 that step over the line and are illegitimate.


                 This two part annual ethics update will provide you a
                 wide ranging review of developments affecting attorney
                 ethics. Among other topics, the program will cover
(877) 309-0175   conflicts, waivers, the attorney client privilege, wireless
                 and digital communications, multi-jurisdictional
                 practice. part annual ethics update will provide you a
                 This two
                 wide ranging review of developments affecting attorney
                 ethics. Among other topics, the program will cover
(877) 309-0175   conflicts, waivers, the attorney client privilege, wireless
                 and digital communications, multi-jurisdictional
                 practice.
(877) 309-0175   Longer narrative previously distributed
(877) 309-0175   Longer narrative previously distributed
                 Some clients accumulate wealth at an early age. Unlike
                 traditional middle age or elderly clients, these younger
                 clients literally have most of their lives ahead of them –
                 decades in which to consume their wealth. Because of
(877) 309-0175   their life expectancy, planning for their estates poses
                 particular challenges not common to traditional clients.
                 This program will examine the challenges and present
                 certain practical solutions for younger clients with
                 wealth.
                 After a long period in which commercial real estate
                 projects were largely immune from the downtown in the
                 real estate market and the credit freeze, defaults in
                 commercial real estate have risen significantly. This
(877) 309-0175   program will discuss trends in commercial real estate
                 defaults and working with commercial lenders to
                 workout loans short of bankruptcy. The program will
                 also review bankruptcy options should workout
                 negotiations fail.
(877) 309-0175   Longer narrative previously distributed
                 This program will provide you a wide ranging update of
                 UCC Article 9 and secured transaction practice. In
                 addition to an update of case law developments and
                 proposed statutory modifications, the program will
(877) 309-0175   review secured transaction trends in a slowing economy
                 where credit is difficult to obtain. The program will
                 also extensively discuss foreclosures of secured
                 property.
                 This program will provide you a wide ranging update of
                 UCC Article 9 and secured transaction practice. In
                 addition to an update of case law developments and
                 proposed statutory modifications, the program will
(877) 309-0175   review secured transaction trends in a slowing economy
                 where credit is difficult to obtain. The program will
                 also extensively discuss foreclosures of secured
                 property.
(877) 309-0175   Longer narrative previously distributed
                 As the economy continues through difficult times,
                 layoffs are rising among businesses of all sizes and in
                 diverse industries. Layoffs often given rise to litigation
(877) 309-0175   among disgruntled employees. This program will
                 provide a practical guide to the legal framework of
                 laying off employees, with an emphasis on points of
                 potential liability and how to avoid them.
                 This annual two part program will guide you through
                 statutory, regulatory and case law changes in the last 12
                 months affecting trust and estate planning and
(877) 309-0175   administration practice. Among areas, the program will
                 cover developments related to FLPs and LLCs in estate
                 planning, claims against fiduciaries, charitable giving,
                 and gift taxation.
                 This annual two part program will guide you through
                 statutory, regulatory and case law changes in the last 12
                 months affecting trust and estate planning and
(877) 309-0175   administration practice. Among areas, the program will
                 cover developments related to FLPs and LLCs in estate
                 planning, claims against fiduciaries, charitable giving,
                 and gift taxation.
(877) 309-0175   Longer narrative previously distributed
(877) 309-0175   Longer narrative previously distributed
                 This program will cover negotiating, structuring and
                 drafting commercial loan agreements for businesses.
(877) 309-0175
                 The program will also discuss changing lender demands
                 and negotiating tactics in a tight credit environment.




(877) 309-0175   Longer narrative previously distribtued

                 One of the greatest sources of litigation in employment
                 law is whether employees are entitled to overtime pay.
                 This program will review case law developments in this
(877) 309-0175   area concerning proper worker classification as
                 “exempt” or “non-exempt,” recent enforcement activity
                 by the Department of Labor, and best practices in
                 avoiding employer liability.
                 This program will examine the tax and non-tax
                 consequencs of admitting new partners to a
(877) 309-0175   partnership/LLC. Among other topics, the program will
                 cover will tax impact on the entity itself, as well as the
                 new and remaining partners.

(877) 309-0175   Longer narrative previously distribtued
                 This program will examine the creation and
                 administration of a trust for a client with special needs.
                 Among other topics, the program will discuss funding
(877) 309-0175   options for the care of the client, the interrelationship of
                 personal assets and supplemental income from the
                 government, and establishing objective administrative
                 standards.
(877) 309-0175   Longer narrative previously distribtued
                 The first of two parts focusing on commercial leases,
                 this program will cover negotiating and drafting
                 commercial office space leases. Among other topics,
(877) 309-0175
                 the program will discuss identifying key
                 financial/economic/cost issues, tenant work letter
                 concerns and liability issues.
                 The second of two parts focusing on commercial leases,
                 this program will cover negotiating and drafting
(877) 309-0175   commercial retail leases. Among other topics, the
                 program will discuss retail operating covenants and “go
                 dark” rights, usage restrictions, and assignment rights.
(877) 309-0175   Longer narrative previously distribtued

(877) 309-0175   Longer narrative previously distribtued

                 There is a natural tension between beneficiaires and
                 trustees. Among other areas of potential disagreement,
                 beneficiaries often seek greater distributions and may
(877) 309-0175   question the investment decisions of trustees. This
                 program will review areas of common dispute and
                 practical techniques for avoiding or settling the disputes
                 short of litigation.


(877) 309-0175   Longer narrative previously distribtued


(877) 309-0175   Longer narrative previously distribtued
                 Not uncommonly a client’s closest emotional
                 attachment is to a pet, for whose welfare the client
                 wants to provide. This raises a host of issues, including
                 whether it is permissible to establish a trust for non-
(877) 309-0175
                 humans and if so, how is the trust or other arrangement
                 to be administered. These and many other questions
                 will be addressed in this program which will provide
                 you a practical guide to estate planning for pets.
(877) 309-0175   Longer narrative previously distribtued

(877) 309-0175   Longer narrative previously distribtued




(877) 309-0175   Longer narrative previously distribtued
                 Licenses have become bedrock agreements of not only
                 intellectual property practice but also of traditional
                 business transactional practice. This program will
                 provide the non-intellectual property specialists with a
                 practical guide to negotiating and drafting IP licenses.
(877) 309-0175
                 Among topics, the program review of intellectual
                 property and commercial law governing licenses, How
                 licenses differ from conventional business agreements
                 and key provisions of technology licenses, with
                 emphasis on software.
                 Licenses have become bedrock agreements of not only
                 intellectual property practice but also of traditional
                 business transactional practice. This program will
                 provide the non-intellectual property specialists with a
                 practical guide to negotiating and drafting IP licenses.
(877) 309-0175
                 Among topics, the program review of intellectual
                 property and commercial law governing licenses, How
                 licenses differ from conventional business agreements
                 and key provisions of technology licenses, with
                 emphasis on software.
(877) 309-0175   Longer narrative previously distribtued
(877) 309-0175
                 Longer narrative previously distribtued
                 When planning for the death of a husband and wife, or
                 other couple, what happens when the second person
                 dies? This program will guide you through the decision-
(877) 309-0175
                 points and planning process for planning for the death of
                 the second party, including techniques for lifetime
                 giving during the life of the second party.

(877) 309-0175
                 Longer narrative previously distribtued
(877) 309-0175   Longer narrative previously distribtued
                 This program will review recent statutory and regulatory
                 developments in this area, enforcement activity and best
                 practices for corporate governance for nonprofits.
(877) 309-0175
                 Among other topics, the program will discuss director
                 liability, trends in compensation, and other reporting
                 requirements.

(877) 309-0175   Longer narrative previously distribtued

(877) 309-0175   Longer narrative previously distribtued

(877) 309-0175   Longer narrative previously distribtued

                 The first of two programs on trustee duties, this program
                 will provide you a guide to the non-investment related
(877) 309-0175
                 responsibilities of a trustee duties, including disclosure,
                 conflicts and reporting.

                 The first of two programs on trustee duties, this program
(877) 309-0175   will provide you a guide to the non-investment related
                 responsibilities of a trustee duties, including disclosure,
                 conflicts and reporting.
(877) 309-0175   Longer narrative previously distribtued
                 This two part-program will guide you through the
                 economics of drafting LLC operating agreements.
                 Among other topics, the program cover will cover the
(877) 309-0175   contribution of services and the valuation of those
                 contributions, the allocation of profits and losses,
                 including special allocation, distributions, and much
                 more.

                 This two part-program will guide you through the
                 economics of drafting LLC operating agreements.
                 Among other topics, the program cover will cover the
(877) 309-0175   contribution of services and the valuation of those
                 contributions, the allocation of profits and losses,
                 including special allocation, distributions, and much
                 more.
(877) 309-0175   Longer narrative previously distributed
                 This program will provide you a wide ranging update on
                 recent changes to title insurance policies and how that
                 will affect your real estate practice. Among other
(877) 309-0175
                 topics, the program will cover changes to owner-
                 covered and loan-covered risks, coverage exclusions and
                 changes to policy conditions.
(877) 309-0175   Longer narrative previously distributed

(877) 309-0175   Longer narrative previously distributed

(877) 309-0175   Longer narrative previously distributed

                 Small trusts have special issues related to
                 administration, investment diversification and costs that
(877) 309-0175   either do not exist or are not as pronounced as in larger
                 trusts. This program will reivew those special issues
                 and discuss practical techniques for managing them.

(877) 309-0175   Longer narrative previously distributed
                 What happens when the buyer and seller of a business
                 cannot agree on the value of the business? One
                 technique that is often used is an earn-out, which allows
                 the buyer to take control of the business and pay the
(877) 309-0175
                 seller additional sums as the business achieves
                 performance benchmarks over time. This program
                 cover negotiating, structuring and administering earn-
                 outs in business sales.

(877) 309-0175   Longer narrative previously distributed

(877) 309-0175   Longer narrative previously distributed

(877) 309-0175   Longer narrative previously distributed

                 This program will provide you a guide to defending an
                 estate and gift tax audit other program will cover audit
(877) 309-0175   triggers to avoid at the estate planning stage, procedural
                 tips once you get audit letter, hot issues to expect at the
                 audit and other practical tips for settlement.
(877) 309-0175   Longer narrative previously distributed



                 Electronic files are ubiquitous and voluminous. The
                 production of processing of electronic evidence can be
                 vastly expense. Often e-discovery is discussed in the
                 context of multi-million dollar cases. But how do you
(877) 309-0175   handle e-discovery in smaller commercial cases, real
                 estate litigation or fiduciary litigation with lower dollar
                 values? This program will provide you a practical guide
                 to techniques for managing e-discovery in smaller
                 cases.
                 This annual update will provide you a review of
                 statutory revisions to he Americans With Disabilities
(877) 309-0175   Act, case law developments and trends in litigation.
                 The program will also discuss emerging claims in ADA
                 litigation and best practices for employer compliance.
(877) 309-0175   Longer narrative previously distributed.



                 Securities regulation can affect everyday business
                 transactions whether in the corporate form or in a
                 partnerships/LLCs. These regulations do not apply
                 exclusively to public entities. This program will
(877) 309-0175   provide the non-securities law expert with a practical
                 framework for determining the restrictions and potential
                 liability of federal securities law on business
                 transactions with an emphasis on corporate finance in
                 and sales of private businesses.
                 Securities regulation can affect everyday business
                 transactions whether in the corporate form or in a
                 partnerships/LLCs. These regulations do not apply
                 exclusively to public entities. This program will
(877) 309-0175   provide the non-securities law expert with a practical
                 framework for determining the restrictions and potential
                 liability of federal securities law on business
                 transactions with an emphasis on corporate finance in
                 and sales of private businesses.
(877) 309-0175   Longer narrative previously distributed.

(877) 309-0175   Longer narrative previously distributed.
                 By some estimates, fiduciary litigation is increasing at a
                 rate of 20% a year. In addition to traditional sources of
                 fiduciary litigation involving investment decisions,
                 conflicts and disclosures, there are constantly new
(877) 309-0175
                 causes of action recognized. This annual update will
                 provide you with a review of case law and statutory
                 developments, and a discussion of trends in trust
                 litigation.
(877) 309-0175   Longer narrative previously distributed.
                 In a real estate market where deals have slowed,
                 1031/Like-Kind Exchanges remain a source of tax-
                 deferred transactional activity. This program will
(877) 309-0175
                 review market-based and regulatory changes affecting
                 Like-Kind Exchanges, with an emphasis on trends in a
                 down real estate market.
(877) 309-0175   Longer narrative previously distributed.
(877) 309-0175   Longer narrative previously distributed.



                 This program will review the tax and practical non-tax
                 consequences of LLC and partnership liquidation. The
                 program will also cover planning opportunities for the
(877) 309-0175
                 reduction of tax on the distribution of cash or other
                 property. Constructive terminations will also be
                 covered.

                 Recent scandals and other developments have led to
                 increased regulatory and public scrutiny of nonprofit
                 activity. Much of that attention has been focused on
(877) 309-0175
                 executive compensation in the nonprofits. This program
                 will examine the range of tax and non-tax issues arising
                 in structuring compensation packages for executives and
                 managers, including incentive compensation.
(877) 309-0175   Longer narrative previously distributed.
                 This two part program will examine recent case law and
                 other developments affecting the use, administration and
(877) 309-0175   defense of Family Limited Partnerships. The program
                 will also examine development planning techniques
                 using FLPs.
                 This two part program will examine recent case law and
                 other developments affecting the use, administration and
(877) 309-0175   defense of Family Limited Partnerships. The program
                 will also examine development planning techniques
                 using FLPs.
(877) 309-0175   Longer narrative previously distributed.
(877) 309-0175   Longer narrative previously distributed.
                 Ownership of vacation and second homes has become
                 widespread. Vacations homes are also one of the most
                 difficult assets to plan for as their transfer can be
                 bundled up family emotion. The program will examine
(877) 309-0175   estate and trust planning techniques for transferring a
                 vacation or second home during the lifetime of the
                 benefit or post-mortem, including the use of agreements
                 to allocate operating expenses and the use of FLPs,
                 LLCs and trusts.
(877) 309-0175   Longer narrative previously distributed.

(877) 309-0175   Longer narrative previously distributed.
                 Most attorneys will change firms several times before
                 retirement, often to directly competitive firms or at the
                 least firms that operate in the same practice space. This
(877) 309-0175
                 program will provide a framework of ethical
                 consideration as attorneys consider changing firms and
                 after they have already moved.
(877) 309-0175   Longer narrative previously distributed.

(877) 309-0175   Longer narrative previously distributed.




                 This program will examine the practical tax and non-tax
                 consequences on the merger of two different types of
                 entities. Among other topics, the program will outline
(877) 309-0175   transactional formats for merging LLCs, C Corps and S
                 Corps, review the tax consequences of each format, and
                 provide practical advice for limiting adverse tax
                 consequences and avoiding unforeseen liability.
(877) 309-0175   Longer narrative previously distributed.
                 This program will provide you with a practical guide to
                 gift taxation and tax planning opportunities. Among
(877) 309-0175   other topics, the program will cover lifetime gifting
                 strategies, exemption planning, and review common tax
                 traps.
(877) 309-0175   Longer narrative previously distributed.
                 This program will provide a planning framework for
                 providing incentive compensation in Limited Liability
                 Companies. Among other topics, the program will
(877) 309-0175
                 review the range of compensatory LLC interests, the tax
                 impact of awarding capital versus profits interest, the
                 use of options and virtual appreciation rights.
(877) 309-0175   Longer narrative previously distributed.
                 This program will examine the range of elections and
                 tools available to estate planners after the death of the
                 client, both to correct errors made during the planning
                 process and direct estate assets where no plan was in
(877) 309-0175
                 place. Among other topics, the program will cover
                 issues with a decedent’s final tax return, beneficiary
                 elections and disclaimers, QTIP elections, and other
                 techniques.
                 Without clients, you cannot have a successful law
                 practice. But while much attention is (properly) paid to
                 developing new clients, less is paid to whether it is
(877) 309-0175   proper under attorney ethics rules to represent those
                 clients. This program will provide a practical guide,
                 beyond conflicts checks, to process of determining
                 whether you can represent a client.

(877) 309-0175   Longer narrative previously distributed.

                 Asset protection planning is a legitimate transfer of
                 assets to maximize tax savings. There are elements of
                 asset protection planning, however, that can be viewed
                 as an ethically improper and possibly illegal transfer of
(877) 309-0175   assets for the purpose of fraudulently avoiding the
                 payment of creditors or evading tax. This program will
                 examine the ethical obligation of lawyers engaged in
                 asset protection planning with a focus on identifying
                 ethical and legal risks and avoiding them.
(877) 309-0175   Longer narrative previously distributed.
                 The secret methods and practices by which businesses
                 create value for their clients, or “know-how,” are
                 perhaps the most common form of intellectual property
                 – and also the most fragile. Although trade secrets can
(877) 309-0175   represent a substantial portion of a businesses
                 underlying value, particularly in services industry, their
                 protection is easily lost. This program will provide
                 transactional attorneys with a practical guide to
                 protecting their clients trade secrets.
(877) 309-0175   Longer narrative previously distributed.

(877) 309-0175   Longer narrative previously distributed.

(877) 309-0175   Longer narrative previously distributed.
Level of Difficulty   Target Practice Areas:




      Intermediate                 Tax




      Intermediate              Business




      Intermediate            Employment




      Intermediate          Ethics, Technology
Intermediate               Employment




Intermediate                 Business




Intermediate          Ethics, Estate Planning




Intermediate            Tax, Estate Planning




Intermediate   Ethics, Alternative Dispute Resolution
Intermediate   Elder Law, Estate Planning




Intermediate    Ethics, General Practice




Intermediate      Tax, Estate Planning




Intermediate         Employment




Intermediate     Business, Bankruptcy




Intermediate       Ethics, Real Estate
Intermediate   Estate Planning, Business




Intermediate       Ethics, Litigation




Intermediate       Ethics, Litigation




Intermediate      Employment Law




Intermediate       Estate Planning
Intermediate          Business, Tax




Intermediate     Ethics, General Practice




Intermediate        Employment, Tax




Intermediate   Estate Planning, Health Care




Intermediate   Health Care, Business, Tax
Intermediate   Health Care, Business, Tax




Intermediate           Business




Intermediate        Estate Planning




Intermediate         Employment




Intermediate   Real Estate, Business, Tax
Intermediate         Business




Intermediate         Business




Intermediate       Estate Planning




Intermediate   Real Estate, Bankruptcy




Intermediate   Employment, Litigation
Intermediate          Business, Tax




Intermediate   Bankruptcy, General Practice



Intermediate       Corporate/Business




Intermediate          Employment




Intermediate     Ethics, Civil Litigation




Intermediate           Real Estate




Intermediate          Employment
Intermediate              Estate Planning




IntermediateCommercial Law, Finance, Business/Corporate




Intermediate              Business, Tax




Intermediate              Business, Tax




Intermediate           Estate Planning, Tax
Intermediate          Ethics




Intermediate   Business, Bankruptcy




Intermediate   Business, Bankruptcy




Intermediate          Ethics
Intermediate          Ethics



Intermediate    Ethics, Bankruptcy



Intermediate       Bankruptcy
Intermediate         Ethics




Intermediate        Business
Intermediate        Business




Intermediate         Ethics


Intermediate     Estate Planning




Intermediate     Estate Planning




Intermediate         Ethics




Intermediate         Ethics


Intermediate      Employment
Intermediate   Business/ Corporate
Intermediate         Estate Planning




Intermediate             Ethics




Intermediate             Ethics




Intermediate   Commercial Law, Business




Intermediate   Commercial Law, Business




Intermediate   Estate Planning, Health Care




Intermediate          Employment
Intermediate    Estate Planning




Intermediate    Estate Planning




Intermediate   Business, Finance
Intermediate   Business, Finance


Intermediate       Business




Intermediate   Banking, Finance




Intermediate     Employment




Intermediate    Business, Tax




Intermediate   Banking, Finance
Intermediate   Estate Planning, Elder Law




Intermediate          Bankruptcy



Intermediate          Real Estate




Intermediate          Real Estate



Intermediate       Business, Finance

Intermediate       Business, Finance




Intermediate        Estate Planning




Intermediate       Banking, Finance


Intermediate         Business, Tax
Intermediate          Estate Planning




Intermediate         Banking, Finance

Intermediate            Real Estate




Intermediate         Banking, Finance




Intermediate   Intellectual Property, Business




Intermediate   Intellectual Property, Business




Intermediate       Business, Bankrtupcy

Intermediate       Business, Bankrtupcy
Intermediate       Estate Planning




Intermediate      Banking, Finance

Intermediate           Ethics



Intermediate    Non-profit, Business




Intermediate      Banking, Finance

Intermediate   Real Estate, Bankrtupcy

Intermediate      Banking, Finance



Intermediate       Estate Planning




Intermediate       Estate Planning



Intermediate    Business, Bankrtupcy
Intermediate    Business, Tax




Intermediate    Business, Tax




Intermediate   Banking, Finance




Intermediate     Real Estate



Intermediate        Ethics

Intermediate        Ethics

Intermediate   Banking, Finance




Intermediate   Estate Planning




Intermediate      Business
Intermediate        Business




Intermediate    Banking, Finance

Intermediate     Estate Planning

Intermediate    Banking, Finance



Intermediate   Estate Planning, Tax



Intermediate        Business




Intermediate        Litigation




Intermediate      Employment
Intermediate   Estate Planning, Elder Law




Intermediate           Business




Intermediate           Business




Intermediate      Business/Corporate

Intermediate      Business/Corporate




Intermediate        Estate Planning




Intermediate          Non-profit



Intermediate        Real Estate, Tax
Intermediate     Estate planning
Intermediate     Estate planning




Intermediate      Business, Tax




Intermediate      Non-profit law




Intermediate          Ethics



Intermediate     Estate Planning




Intermediate     Estate Planning



Intermediate   Bankruptcy, Business
Intermediate     Estate Planning
Intermediate   Estate Planning, Tax




Intermediate         Ethics

Intermediate         Ethics



Intermediate         Ethics



Intermediate   Business/corporate

Intermediate   Business/corporate




Intermediate      Business, Tax




Intermediate         Ethics



Intermediate   Estate Planning, Tax



Intermediate   Estate Planning, Tax
Intermediate   Business, Tax, Employment



Intermediate             Ethics




Intermediate        Estate Planning




Intermediate             Ethics




Intermediate    Real Estate, Bankruptcy




Intermediate     Ethics, Estate Planning




Intermediate       Business/corporate
Intermediate   Business, Intellectual Property




Intermediate   Business/corporate, Tax

Intermediate   Business/corporate, Tax

Intermediate   Estate planning
WEBCREDENZA, INC. -- Master Program Tracking
2008 Calendar (Updated June 19, 2008)


   Month      Telecom. Res. # WC Program #
 JANUARY




     8           23760801         0108001




     10          23773105         0108002




     15          23774038         0108003




     16          23774324         0108004
17   23774705   0108005




18   24902608   0108073




23   24902932   0108074




24   23775027   0108006




28   24903129   0108075
   29      23775570   0108007




   29        N/A      0108085




   30      24903950   0108076




   31        N/A      0108086


FEBRUARY




   5       23777163   0108008




   6       23777849   0108009
7    24904182   0108077




8    24904321   0108078




12   23778191   0108010




14   23779143   0108011




15   24904471   0108079




19   23779798   0108012
 20     24904676   0108080




 21     23780028   0108013




 22       N/A      0108087




 26     23780262   0108014




 27     23780640   0108015




 29       N/A      0108088




MARCH
4    23781324   0108016




7    24904928   0108081




11   23781642   0108017




13   23782516   0108018




14   24905102   0108082
18   23782668   0108019




21     N/A      0108089




25   23783087   0108020




26   24905406   0108083
 27     24905256   0108084




APRIL
  3     38667081   0108090




  8     23783390   0108021




 10     38667192   0108091




 15     23783555   0108022




 17     38667193   0108105




 22     23783600   0108023
23    23783730   0108024




24    38667194   0108092




25      N/A      0108107




29    23783944   0108025




MAY




 6    23794495   0108026




 8    38667196   0108094
13   23794757   0108027




14   23794828   0108028




15   38667197   0108095




20   23794935   0108029




21   23794945   0108030
 22    38667198   0108096




 23      N/A      0108099




 27    23795061   0108031




 29    38667199   0108097



 30    38667224   0108098



JUNE




 3     23795113   0108032
4    23795223   0108033




5    38667195   0108100



6    38667257   0108101




10   23795387   0108034




11     N/A      0108102




12   23795420   0108035
13   38667258   0108103




17   23795542   0108036




18   23795596   0108037




20   38667259   0108104




24   23795646   0108038




25     N/A      0108105
 26    23795782   0108039




 27    38667260   0108106



JULY




 8     23795802   0108040




 10    52522374   0108119




 15    23796009   0108041




 16    23796166   0108042




 18    52522246   0108118
22   23796348   0108043




23   23796395   0108044




24   52522272   0108116



25   52522276   0108117
  28     23796725   0108045




  30     52522278   0108115



AUGUST




  5      23796954   0108046




  7      52522283   0108114




  12     23796968   0108047




  14     52522289   0108113




  19     23797143   0108048




  21     52522294   0108112
   26       23797292   0108049




   28       52522296   0108111

   29         N/A      0108120


SEPTEMBER




    2       23797308   0108050




    4       52522321   0108110




    9       23797505   0108051




   11       52522331   0108109

   18       52522335   0108108
  23      23797532   0108052




  24      23797687   0108053




  25      52522374   0108107


  26        N/A      0108221




  30      23797702   0108054




OCTOBER




   7      23797834   0108055




   8      23797846   0108056




   9      63484118
   14      23797978   0108057




   16      23798122   0108058



   17      63484118




   21      23798199   0108059




   23      63501581
   24      63499044




   28      23798209   0108060




NOVEMBER




   4       23798326   0108061
6    23798349   0108062




7    63502027




11   23798496   0108063




12   23798363   0108064




14   63503347




18   23798509   0108065




19   63506585
20   63508932
   25      23798612   0108066




DECEMBER




   2       23914096   0108067




   4       23914524   0108068




   5       63510463
9    23914834   0108069




11   23916101   0108070




12   63511272
15   63512970



16   23916392   0108071



17   63514066




18   23916709   0108072
ogram Tracking



          Program Name:




          Family & Employment Law: The EEOC's New Caregiving Enforcement Guidance in the Workplace




          Ethics in Employment Law & Litigation




          Family Limited Partnership Update, Part 1




          Family Limited Partnership Update, Part 2
Ethics for Supervisory and Subordinate Attorneys in Practice




Real Estate Workouts: Tax and Non-Tax Aspects (Live Replay)




2007 UCC 2/Sales Update (Live Replay)




Ethics of Using Electronic Evidence




Limited Liability and Partnership Update: Non-Tax Aspects (Live Replay)
Compensation Plans for LLC's




Construction Agreements: Managing Risk, Safeguarding Reward




Limited Liability and Partnership Update: Tax Aspects (Live Replay)



Practical Lawyer Ethics: Representation, Conflicts & the Privilege




Immigration Law for General and Transactional Counsel, Part 1




Immigration Law for General and Transactional Counsel, Part 2
Estate Planning for Real Estate Part 1 (Live Replay)




Estate Planning for Real Estate Part 2 (Live Replay)




Family Law: Estate and Tax Guide to Divorce




Ethics in Real Estate Practice




Real Estate Management Agreements (Live Replay)




A Guide to Asset-based Finance
Corporate Governance for Non-Profits (Live Replay)




Prudent Trustees: Duties and Liability




After the Bubble Bursts: The Housing Market & Bankruptcy




Ethics in Litigation, Part 1




Ethics in Litigation, Part 2




Wage & Hour Litigation: Proper Classification of Employees
The Fundamentals of Fiduciary Income Taxation




Family & Employment Law: The EEOC's New Caregiving Enforcement Guidance in the Workplace (Live Replay)




LLC Distributions and Liquidations




Hotel Development Projects and Agreements: A Practical Guide to A Growth Area




Compensation Issues in LLC's (Live Replay)
Real Estate: A Primer on Insurance




Nuts & Bolts of Protecting Your Clients' Intellectual Property: Trade Secrets, Brands, and Technology




Trust Investments: A Guide to Standards and Potential Liability




Family Limited Partnership Update, Part 1 (Live Replay)
Family Limited Partnership Update, Part 2 (Live Replay)




A Guide to Asset-based Finance (Live Replay)




The Law of Construction and Mechanics Liens




Successor Liability In Asset Acquisitions (Live Replay)




Promissory Notes: Hidden Traps




LLC Distributions and Liquidations (Live Replay)




Things Secured Parties Should Know, Do and Avoid When Foreclosing on Collateral, Part 1
Things Secured Parties Should Know, Do and Avoid When Foreclosing on Collateral, Part 2




Ethics for Supervisory and Subordinate Attorneys in Practice (Live Replay)




Creative Tax Planning for Real Estate (Live Video Webcast)




Disposition of Distressed Real Estate




Tax Planning for Educational Expenses




Ethics of Using Electronic Evidence (Live Replay)
Buying and Selling Distressed Small Businesses, Part 1




Buying and Selling Distressed Small Businesses, Part 2




Real Estate: A Primer on Insurance (Live Replay)




Business Divorce, Part 1




Business Divorce, Part 2
Estate Planning in Prenuptial Agreements (Live Replay)




Ethics After Qualcomm: Dramatic New Issues in Attorney Ethics and E-Discovery (Live Video Webcast)




"Green Law": Regulation, Real Estate & Environmentally Friendly Projects




Ethics in Litigation, Part 1 (Live Replay)



Ethics in Litigation, Part 2 (Live Replay)




Estate Planning Update, Part 1
Estate Planning Update, Part 2




Things Secured Parties Should Know, Do and Avoid When Foreclosing on Collateral, Part 1 (Live Replay)



Things Secured Parties Should Know, Do and Avoid When Foreclosing on Collateral, Part 2 (Live Replay)




Planning for Successful Real Estate Closings




Estate and Business Succession Planning for Family Businesses (Live Video Webcast)




Real Estate Investment Trusts
Ethics in Real Estate Practice (Live Replay)




2008 Ethics Update, Part 1




2008 Ethics Update, Part 2




Prudent Trustees: Duties and Liability (Live Replay)




Valuation for Estate Planners




Business and Tax Planning Opportunities with S Corps (Live Video Webcast)
Protective Orders and Confidentiality Agreements




Trust Investments: A Guide to Standards and Potential Liability (Live Replay)




Valuation Methodologies and Issues for Small & Medium Size Businesses




Tax Planning for Educational Expenses




Defending Against IRS Collections, Part 1




Defending Against IRS Collections, Part 2




Ethics of Using Electronic Evidence
Basic Partnerships Tax Principles, Part 1




Basic Partnerships Tax Principles, Part 2




Buying and Selling Distressed Small Businesses, Part 21


Buying and Selling Distressed Small Businesses, Part 2
S Corp Mergers




Real Estate Investment Trusts




Letters of Credit: Practical Financial Uses in Transactional Practice




Attorney Ethics in Billing Clients



Art of the Deal: Equity Funding




Employee Overtime: Determining Who is "Exempt"




Recent Developments Race and National Origin Discrimination




Estate Planning for Retirement Benefits
Punitive Damages: A Case Law & Legislative Update




Title Insurance in Real Estate Transactions

2008 Ethics Update for Practicing Lawyers (WebCast)




A Practical Guide to Protecting Trademarks




Asset Protection in Bankruptcy Law




Generation Skipping Transfer Tax (GSTT) Planning




Top Issues in Small Business Bankruptcies

Corporate Governance for Non-Profits
Commercial Real Estate Loan Documentation, Part 1




Commercial Real Estate Loan Documentation, Part 2




Ethical Issues in ADR


E-Discovery Update: New Rules, New Methods of Practice



2008 Developments in Securities Litigation




Wealth Preservation Planning, Part 1




Wealth Preservation Planning, Part 2




Art of the Deal: Equity Funding (Live Replay)
Elder Law: Reverse Mortgages, Long-Term Care Insurance, and Planning for Old Age




Drafting Employee Handbooks



A Practical Guide to Protecting Trademarks (Live Replay)




Avoiding Malpractice in Trust and Estate Planning




Basic Partnerships Tax Principles, Part 1 (Live Replay)
Basic Partnerships Tax Principles, Part 2 (Live Replay)




Damage in Employment Cases




2008 Fiduciary Litigation Update
Estate Planning with S Corps




S Corp Mergers (Live Replay)




2008 Update on Advising MD and DDS Practices, Part 1




2008 Update on Advising MD and DDS Practices, Part 2




Generation Skipping Transfer Tax (GSTT) Planning (Live Replay)




Employees v. Independent Contractors




Commercial Real Estate Loan Documentation, Part 1 (Live Replay)
Commercial Real Estate Loan Documentation, Part 2 (Live Replay)
Environmental Liability in Real Estate Transactions




Estate Planning for Liquidity




Choice of Entity for Real Estate Deals




Ethics in Employment Law & Litigation (Live Replay)
Incentive Trusts: Encouraging Good Behavior in Beneficiaries




Torts in Employment Litigation




Ethics of Using Electronic Evidence (Live Replay)
Ethics for Supervisory and Subordinate Attorneys in Practice (Live Replay)



Health Care Issues in Estate Planning: Proxies, Organ Donors, Living Wills, and Directives



Ethics in Real Estate Practice (Live Replay)




Settlors, Beneficiaries & Trustees: Conflict Management in Trusts
Dial-In Number:   Brief Program Description:                               Level of
                                                                           Difficulty

                  For the first time, the EEOC recently issued guidance
                  on the proper treatment of employees providing
                  caregiving responsibility to family members. This
(877) 309-0175    program will review the EEOC's advise, how it may        Advanced
                  alter current law, and best practices for implementing
                  policies to protect the rights of employees providing
                  caregiving services to family members.

                  Employment law and litigation often exposes legal
                  counsel to very sensitive health, personal and other
                  information involving employees involved in litigation.
(877) 309-0175                                                            Advanced
                  This program will examine how attorney ethics rules
                  apply to the most common and ethically fraught
                  situations confronting employment law practitioners.

                  Family Limited Partnerships continue to be the most
                  popular vehicle for passing family businesses and
                  property a family's senior generation to junior
                  generations. They offer the potential for substantial tax
(877) 309-0175                                                              Advanced
                  savings and flexibility in achieving non-tax goals. This
                  program will provide a detailed examination of recent
                  case law, IRS challenges to FLPs, and emerging
                  planning techniques in response to IRS challenges.

                  Family Limited Partnerships continue to be the most
                  popular vehicle for passing family businesses and
                  property a family's senior generation to junior
                  generations. They offer the potential for substantial tax
(877) 309-0175                                                              Advanced
                  savings and flexibility in achieving non-tax goals. This
                  program will provide a detailed examination of recent
                  case law, IRS challenges to FLPs, and emerging
                  planning techniques in response to IRS challenges.
                 The discovery and use of electronic evidence have This
                 program will examine how attorney ethics rules apply
                 differently or have a different emphasis depending on
                 whether the attorney is a supervisory attorney or a
                 subordinate attorney. For supervisory attorneys, the
(877) 309-0175                                                           Intermediate
                 program will focus on the extent to which the
                 supervising attorney is liable for the actions of the
                 subordinate attorney. For the subordinate attorney, the
                 program will focus on the reporting obligations and
                 potential conflicts with the senior attorney.

                 After years of a substantial growth and appreciation in
                 the real estate market, rising interest rates and a general
                 settling in values have caused many marginal real
                 estate deals to come apart. As more deals and their
(877) 309-0175                                                               Intermediate
                 promoters fall into insolvency or file for bankruptcy,
                 real estate workouts have become more common. This
                 program will examine of negotiating with creditors
                 over defaults in commercial real estate.
                 UCC Article 2 governs sales. This program will
                 provide commercial and business counsel with an
                 update on proposed changes to UCC Article 2, case law
(877) 309-0175                                                               Intermediate
                 developments and trends in practice. Among other
                 topics, the program will cover warranties, disclaimers,
                 cancellations and statute of frauds issues.
                 The discovery and use of electronic evidence have
                 become major issues in civil litigation. The use of
                 electronic evidence also raises important ethical issues
(877) 309-0175                                                            Intermediate
                 for attorneys. This program will examine the standards
                 governing the use of electronic evidence and focus on
                 privilege, confidentiality and general ethical issues.
                 This program will provide transactional counsel with a
                 guide to legislative and case-law developments
                 affecting LLCs and partnerships. The program will
(877) 309-0175                                                          Advanced
                 include a discussion of "series LLCs," financially
                 distressed LLCs, securities and bankruptcy related
                 topics.
                 This program will review the tax and non-tax
                 challenges of implementing an incentive compensation
                 plan in the content of an LLC. Although the use of
                 stock options and other corporate-based forms of
                 incentive compensation are familiar to transactional
(877) 309-0175                                                              Advanced
                 counsel, the adaptation of options and other forms of
                 compensation in the context of pass-through entities is
                 less familiar and far more complex. This program will
                 examine the most effective techniques for
                 implementing incentive compensation plans in LLCs.
                 Construction agreements can be complex and
                 interdisciplinary involving finance, engineering, zoning
                 and other areas of law and practice. They can be
N/A              fraught with risk. This program will provide a practical   Intermediate
                 guide to the non-specialist about reviewing and
                 drafting construction contracts with an emphasis on
                 cost control and risk allocation.
                 This program will review and analyze tax law
                 developments related affecting LLCs and partnerships.
(877) 309-0175   Among other areas, the program will cover IRS              Advanced
                 regulatory activity in this area, proposed legislative
                 changes, and case law developments.
                 This program will provide a wide-ranging review of
N/A                                                                         Intermediate
                 best practices for avoiding


                 Dealing with immigration regulations is an everyday
                 reality of transactional counsel nationwide.
                 Immigration law is not confined, as in the past, to large
                 coastal cities. This program will provide a practical
(877) 309-0175                                                             Intermediate
                 guide to immigration law compliance for businesses
                 and those advising them, including best practices for
                 avoiding employer liability in light of increased INS
                 enforcement.
                 Dealing with immigration regulations is an everyday
                 reality of transactional counsel nationwide.
                 Immigration law is not confined, as in the past, to large
                 coastal cities. This program will provide a practical
(877) 309-0175                                                             Intermediate
                 guide to immigration law compliance for businesses
                 and those advising them, including best practices for
                 avoiding employer liability in light of increased INS
                 enforcement.
                 Real estate is often on the largest foundational
                 elements of a high net worth individual's estate. This
                 program will analyze practical techniques for preparing
(877) 309-0175   real estate for transfer while minimizing taxation and     Advanced
                 achieving the benefactor's wishes. Among other topics,
                 the program will cover illiquidity problems, asset
                 restructuring, choice of entity and lifetime gifting.
                 Real estate is often on the largest foundational
                 elements of a high net worth individual's estate. This
                 program will analyze practical techniques for preparing
(877) 309-0175   real estate for transfer while minimizing taxation and     Advanced
                 achieving the benefactor's wishes. Among other topics,
                 the program will cover illiquidity problems, asset
                 restructuring, choice of entity and lifetime gifting.
                 Divorces often involve the transfer of a variety of
                 assets and the allocation of debt. Those transfers and
                 allocations can have substantial tax effects that
(877) 309-0175                                                              Advanced
                 complicate a divorce. This program will review the tax
                 implications of divorce settlements and practical
                 techniques for reduce adverse tax consequences.
                 This program will highlight application of lawyer ethic
                 rules to real estate practice. The program will
(877) 309-0175   emphasize ethics in opinion practice, unrepresented        Intermediate
                 parties, and conflicts of interest, and disclosure
                 requirements.
                 Small and commercial real estate purchased for
                 investment is often put under the management of a
                 professional or organization, freeing the investors from
(877) 309-0175   day-to-day supervision of the property. This program       Intermediate
                 will review the major financial, operational and risk-
                 based components of management agreements used for
                 commercial properties.
                 Asset-based finance involves pledging property - often
                 inventory or accounts receivable - for loans from
                 commercial banks or other investors. Asset-based
                 finance can be a fertile source of obtaining capital for
(877) 309-0175                                                              Intermediate
                 growth or liquidity for otherwise illiquid businesses.
                 This program will review the fundamentals of
                 commercial finance and its underlying legal
                 instruments.
                 Public scandals related to non-profits has brought
                 renewed attention legislative and enforcement activity.
(877) 309-0175   This program will review developments in corporate          Intermediate
                 governance for non-profits, including developments
                 related to the tax-exempt status of these organizations.
                 Being a trustee can involve the exercise of considerable
                 power and wide discretion in making investments and
                 determining distributions to beneficiaries. But being a
                 trustee is also being subject to a complex set of
(877) 309-0175   fiduciary rules governing investment decisions,             Advanced
                 standards of care, and general fiduciary obligations.
                 This program will examine the principal duties of
                 trustees, standards of care and potential sources of
                 liability.
                 The housing market is in substantial distress with
                 steeply increasing default rates, foreclosures and sales.
                 This program will survey developments in the market
N/A                                                                          Intermediate
                 and provide an extensive discussion of bankruptcy and
                 workout alternatives for both housing developments
                 and individual homeowners.
                 This two-part program will provide a broad update on
                 developments in lawyer ethics in civil litigation.
(877) 309-0175   Among other topics, the program will include                Intermediate
                 discussion of conflicts, the privilege, discovery issues,
                 and ethics in settlement negotiations
                 This two-part program will provide a broad update on
                 developments in lawyer ethics in civil litigation.
(877) 309-0175   Among other topics, the program will include                Intermediate
                 discussion of conflicts, the privilege, discovery issues,
                 and ethics in settlement negotiations
                 One of the greatest sources of litigation in employment
                 law in the last two years is over the proper castigation
                 of employees for purposes of overtime. This program
                 will provide a practical guide to classifying a worker as
N/A                                                                          Advanced
                 entitled to overtime or not; and provide a detailed
                 discussion of wage and house litigation, common
                 problems, and effective solutions for fixing castigation
                 problems once they are discovered.
                 Designed for the non-tax specialist, this program will
                 review the fundamental income tax principles
(877) 309-0175   applicable to fiduciaries. The program will focus on    Advanced
                 trust reporting and compliance, disclosure requirements
                 and tax planning opportunities.
                 For the first time, the EEOC recently issued guidance
                 on the proper treatment of employees providing
                 caregiving responsibility to family members. This
(877) 309-0175   program will review the EEOC's advise, how it may        Advanced
                 alter current law, and best practices for implementing
                 policies to protect the rights of employees providing
                 caregiving services to family members.
                 How do you get money out of a LLC or partnership,
                 and what are the practical tax consequences of doing
                 so. This program will provide non-tax specialists a
                 practical guide to structuring LLC/partnership
(877) 309-0175                                                            Advanced
                 distributions in cash and other property for maximum
                 tax advantage. The program will also highlight
                 common tax traps in making liquidating or non-
                 liquidating distributions.

                 In communities small and large, new hotel and resort
                 developments are rapidly multiplying. Investors and
                 developers are fueling the growth of company-owned
(877) 309-0175                                                            Intermediate
                 and franchised hotels and resorts. This program will
                 review the key real estate, franchise law, and financial
                 deal points of putting together a hotel or resort deal.

                 This program will review the tax and non-tax
                 challenges of implementing an incentive compensation
                 plan in the content of an LLC. Although the use of
                 stock options and other corporate-based forms of
                 incentive compensation are familiar to transactional
(877) 309-0175                                                           Advanced
                 counsel, the adaptation of options and other forms of
                 compensation in the context of pass-through entities is
                 less familiar and far more complex. This program will
                 examine the most effective techniques for
                 implementing incentive compensation plans in LLCs.
                 Real estate investments and ventures can be high-risk
                 deals from construction to operations. This program
                 will examine the role and types of insurance at each
(877) 309-0175                                                            Intermediate
                 stage of putting a real estate transaction together,
                 including construction, environmental, and general
                 liability insurance

                 An increasing amount of business value, even of
                 traditional and non-technology companies, is tied up in
                 intellectual property, particularly trademarks, trade
                 secrets and "know how." This program will provide
N/A                                                                       Intermediate
                 non-intellectual property experts a real-world guide to
                 protecting your client's valuable intellectual property
                 assets, including their brands, trade secrets, know-how,
                 and technology.

                 This program will review the standards of care
                 applicable to trustees in discharging their investment
                 responsibilities. The program will also include a
(877) 309-0175                                                            Advanced
                 discussion of investment techniques and trends, and
                 how they are impacting the discharge of fiduciary
                 investment obligations.


                 Family Limited Partnerships continue to be the most
                 popular vehicle for passing family businesses and
                 property a family's senior generation to junior
                 generations. They offer the potential for substantial tax
(877) 309-0175                                                             Advanced
                 savings and flexibility in achieving non-tax goals. This
                 program will provide a detailed examination of recent
                 case law, IRS challenges to FLPs, and emerging
                 planning techniques in response to IRS challenges.
                 Family Limited Partnerships continue to be the most
                 popular vehicle for passing family businesses and
                 property a family's senior generation to junior
                 generations. They offer the potential for substantial tax
(877) 309-0175                                                             Advanced
                 savings and flexibility in achieving non-tax goals. This
                 program will provide a detailed examination of recent
                 case law, IRS challenges to FLPs, and emerging
                 planning techniques in response to IRS challenges.



(877) 309-0175   Long narrative previously distributed                    Intermediate
                 Construction and mechanics liens can impose
                 substantial impediments to obtaining or transferring
                 free and clear title to property. This program will
(877) 309-0175                                                         Intermediate
                 review the fundamentals of when and by whom a lien
                 can be filed against property and how property owners
                 can protect themselves by obtaining waivers.
(877) 309-0175   Long narrative previously distributed                    Intermediate

                 Promissory note are among the most common forms of
                 commercial paper. They often form the basis of
                 finance in business transactions. Because they are so
                 common, the importance of key provisions and phrases
(877) 309-0175                                                         Intermediate
                 often go unexamined. This program will provide a
                 practical guide to the law governing the effective
                 drafting and enforcement of promissory notes used in
                 business transactions.

(877) 309-0175   Long narrative previously distributed                    Advanced


                 This two-part program will provide a detailed
                 examination of processes involved in foreclosing on
                 secured property. Particular attention will be paid to
(877) 309-0175   the role of UCC Article 9. The program will provide      Intermediate
                 practical guidance on drafting security agreements in
                 anticipation of foreclosure so as to increase
                 enforceability and decrease foreclosure costs.
                 This two-part program will provide a detailed
                 examination of processes involved in foreclosing on
                 secured property. Particular attention will be paid to
(877) 309-0175   the role of UCC Article 9. The program will provide       Intermediate
                 practical guidance on drafting security agreements in
                 anticipation of foreclosure so as to increase
                 enforceability and decrease foreclosure costs.

(877) 309-0175   Long narrative previously distributed                     Intermediate


                 Despite the turmoil in the real estate industry, deals
                 continue to get done. With increasing pressure on
                 financial margins, there is increasing pressure on
                 maximizing the tax benefits of deals. This program
N/A              will review creative tax planning techniques for real  Advanced
                 estate deals in a troubled market, including choice of
                 entity, the conversion of ordinary income into capital
                 gain, 1031/Like Kind Exchange Developments, and tax
                 planning at each stage of the deal.

                 With rising interest rates, tighter credit, and the end of
                 some speculative investing, certain components of the
                 commercial real estate market are in substantial
                 distress. The residential home market also continues to
(877) 309-0175   suffer from slackening demand, high inventory, and         Intermediate
                 falling prices. This program will examine effective
                 techniques for disposing of distressed real estate,
                 including limiting liability, stemming financial losses,
                 and avoiding adverse tax surprises.


                 One of the largest goals of parents and grandparents is
                 often providing for the educational expenses of
                 children and grandchildren. Many states have adopted
                 tax-favored plans that give parents and grandparents
(877) 309-0175                                                           Advanced
                 tax benefits for educational expenses. This program
                 will examine both the income tax benefits and the
                 estate planning opportunities for providing for
                 educational expenses.
(877) 309-0175   Longer narrative previously distributed                   Intermediate
                 "Bargain hunting" for distressed businesses provides
                 the potential for substantial upside for your clients as
                 they turn those businesses around and grow them over
                 time. But those opportunities for substantial financial
(877) 309-0175   gain also come with substantial risks. This program      Intermediate
                 will examine how you, as legal counsel, can help your
                 clients identify valuable opportunities and yet limit
                 their exposure to liability arising from common law
                 theories of successor liability and bankruptcy law.


                 "Bargain hunting" for distressed businesses provides
                 the potential for substantial upside for your clients as
                 they turn those businesses around and grow them over
                 time. But those opportunities for substantial financial
(877) 309-0175   gain also come with substantial risks. This program      Intermediate
                 will examine how you, as legal counsel, can help your
                 clients identify valuable opportunities and yet limit
                 their exposure to liability arising from common law
                 theories of successor liability and bankruptcy law.


(877) 309-0175   Longer narrative previously distributed                  Intermediate


                 As with personal divorces, businesses divorces can
                 involve the harmonious separation of property among
                 partners, or it can be protracted and rancorous. This
                 program focus on the ethical and legal issues that arise
(877) 309-0175                                                            Intermediate
                 when owners of a business elect to separate business
                 assets among themselves. This two part program, will
                 include a discussion of ethical, contractual, statutory
                 and tax issues.

                 As with personal divorces, businesses divorces can
                 involve the harmonious separation of property among
                 partners, or it can be protracted and rancorous. This
                 program focus on the ethical and legal issues that arise
(877) 309-0175                                                            Intermediate
                 when owners of a business elect to separate business
                 assets among themselves. This two part program, will
                 include a discussion of ethical, contractual, statutory
                 and tax issues.
(877) 309-0175   Longer narrative previously distributed                       Intermediate

                 A recent ethics decision imposed a multi-million dollar
                 judgment against six lawyers for lapses in electronic
                 discovery. The decision is sending shockwaves
                 through civil litigation, as litigators struggle to learn
                 the lessons of the decision in Qualcomm. This
N/A                                                                            Intermediate
                 program will closely review the Qualcomm decision,
                 individually each of the breaches in the discovery
                 process, including attorney failure to closely supervise
                 the production process, and review best practices on a
                 going-forward basis.
                 Federal and state law increasingly provides tax and
                 other incentives to real estate developers and investors
                 who develop their real estate projects in a way that is
                 sensitive to broader environmental goals. This
(877) 309-0175                                                            Intermediate
                 program will examine the tax, financial and other
                 benefits available to developers and investors, and how
                 they can be effectively implemented into a deal or
                 project.


(877) 309-0175   Longer narrative previously distributed                     Intermediate



(877) 309-0175   Longer narrative previously distributed                     Intermediate




                 This annual program an update on significant
                 developments affecting your estate and trust planning,
                 administration and controversy practice. The program
                 will include federal legislative developments, case law
(877) 309-0175                                                             Advanced
                 and decisions from the IRS. The program will cover
                 relevant income tax issues as well as estate and gift tax
                 developments, including those affecting charitable
                 giving.
                 This annual program an update on significant
                 developments affecting your estate and trust planning,
                 administration and controversy practice. The program
                 will include federal legislative developments, case law
(877) 309-0175                                                             Advanced
                 and decisions from the IRS. The program will cover
                 relevant income tax issues as well as estate and gift tax
                 developments, including those affecting charitable
                 giving.
                 This two-part program will provide a detailed
(877) 309-0175   examination of processes involved in foreclosing on       Intermediate
                 secured property. Particular attention will be paid to
                 the role of UCC Articlewill The program will provide
                 This two-part program 9. provide a detailed
(877) 309-0175   examination of processes involved in foreclosing on       Intermediate
                 secured property. Particular attention will be paid to
                 No deal is done until its closed. Even an executed
                 contract is not done until money and title in a deal have
                 changed hands. Closings can be fraught with many
                 hurdles and are often when the benefits of any deal
(877) 309-0175                                                              Intermediate
                 seem remote and the costs at their most acute. Within
                 the context of real estate deals, this program discuss the
                 most important obstacles to closing a deal and how to
                 plan around them or efficiently resolve them.
                 Family businesses are sources of substantial growth
                 and employment in the national economy, but they
                 come with their unique challenges, too. Succession
                 challenges can involve intra-family rivalries and other
                 disputes. Estate planning can involve funding
N/A              challenges, charitable giving goals, and control issues. Intermediate
                 This program will take an integrated approach to
                 transferring a family businesses between generations,
                 including both succession planning and estate planning
                 techniques.
                 Real Estate Investment Trusts, or REITs, are
                 organizations that concentrate their investments in real
                 estate - apartments, shopping centers, office complexes
                 or other developments. They can have substantial tax
(877) 309-0175   advantages for clients, but along with those benefits    Intermediate
                 they are subject to several important operating
                 restrictions. This program will provide transactional
                 counsel with a primer on the benefits of creating and
                 using REITs for real estate development and finance.
(877) 309-0175   Long narrative previously distributed                    Intermediate


                 This annual two-part update will provide practitioners
                 with a review and analysis for recent developments in
                 attorney ethics. Among other topics covered will be
                 developments involving conflicts, client
(877) 309-0175                                                            Intermediate
                 communications, the attorney-client privilege, multi-
                 jurisdictional practice, and technology. The program
                 will take a common sense, practical approach,
                 highlighting pitfalls common law practice.

                 This annual two-part update will provide practitioners
                 with a review and analysis for recent developments in
                 attorney ethics. Among other topics covered will be
                 developments involving conflicts, client
(877) 309-0175                                                            Intermediate
                 communications, the attorney-client privilege, multi-
                 jurisdictional practice, and technology. The program
                 will take a common sense, practical approach,
                 highlighting pitfalls common law practice.


(877) 309-0175   Long narrative previously distributed                    Advanced


                 Many estate plans are designed to obtain a certain
                 favorable valuation of businesses or assets transferred
                 in the plan. This makes case law and decisions of the
(877) 309-0175   IRS particularly important. This program will review Advanced
                 those developments, from the perspective of law and
                 appraisal practices, and examine their practical impact
                 on your estate and trust planning practice.

                 This program will provide a practical guide to the
                 business planning opportunities and challenges of
                 working with S Corps, with particular emphasis on
N/A              finance, operational and fringe benefit issues. The  Intermediate

                 employment tax planning opportunity of S Corps
                 versus LLCs will also be discussed. The program will
                 focus on S Corp mergers.
                 This program will examine the standards for obtaining
                 and the practical uses of protective orders in discovery
                 practice in civil litigation. The program will also
(877) 309-0175                                                            Intermediate
                 discuss the use of voluntary confidentiality agreements.
                 Particular emphasis will be sensitive business and
                 employment related information.


(877) 309-0175   Long narrative previously distributed                     Advanced




                 Small and medium size businesses are vital sources of
                 economic growth but they are characterized by their
                 illiquidity - there simply is not a regular market for the
                 sale and exchange of their stock or other proprietary
                 interests. One of the great challenges of advising on
(877) 309-0175                                                              Intermediate
                 major transactions is determining that value when few,
                 if any comparables, exist. This program will provide
                 transactional counsel with a practical guide to valuation
                 techniques how them to implement routine valuation
                 mechanisms into business agreements.
(877) 309-0175   Longer narrative previously distributed                   Intermediate

                 There are few more apprehensive experiences for your
                 client than receiving a notice from the IRS that he or
                 she is being audited. This program will review the
                 different types of audits, from letter to office audits,
(877) 309-0175                                                            Advanced
                 how you should prepare your client for an audit, the
                 key important procedural stages of the process, and
                 provide practical guidance on successfully resolving a
                 case.
                 There are few more apprehensive experiences for your
                 client than receiving a notice from the IRS that he or
                 she is being audited. This program will review the
                 different types of audits, from letter to office audits,
(877) 309-0175                                                            Advanced
                 how you should prepare your client for an audit, the
                 key important procedural stages of the process, and
                 provide practical guidance on successfully resolving a
                 case.
(877) 309-0175   Longer narrative previously distributed                   Intermediate
                 There is a basic and unavoidable tradeoff between
                 flexibility of LLCs/Partnerships and their tax
                 complexity. In a basic concept of practice that
                 LLCs/partnerships, and their derivative forms, are for
                 more malleable than C and S corporations, and can be
                 adapted to virtually any business purpose. It's only
(877) 309-0175   later that the relative ease of forming and operating a Advanced
                 LLC/partnership at the legal of state law and voluntary
                 agreement comes at the price of having to comply with
                 the sprawling complex Subchapter K of the federal tax
                 code. This program will examine the basic income tax
                 principles of LLC/partnership formation, operation,
                 distributions, sales, and liquidations.

                 There is a basic and unavoidable tradeoff between
                 flexibility of LLCs/Partnerships and their tax
                 complexity. In a basic concept of practice that
                 LLCs/partnerships, and their derivative forms, are for
                 more malleable than C and S corporations, and can be
                 adapted to virtually any business purpose. It's only
(877) 309-0175   later that the relative ease of forming and operating a Advanced
                 LLC/partnership at the legal of state law and voluntary
                 agreement comes at the price of having to comply with
                 the sprawling complex Subchapter K of the federal tax
                 code. This program will examine the basic income tax
                 principles of LLC/partnership formation, operation,
                 distributions, sales, and liquidations.


(877) 309-0175   Longer narrative previously distributed                Intermediate



(877) 309-0175   Longer narrative previously distributed                Intermediate
                 This program will review the tax and non-tax issues
                 involved in the merger of S Corps, including S Corp/S
                 Corp mergers, S Corp/C Corp mergers, and S
                 Corp/pass-through entity mergers. The program will
(877) 309-0175                                                          Advanced
                 emphasize how the capital and operational restrictions
                 imposed on S Corps by federal tax law complicate
                 mergers and provide practical techniques for
                 surmounting those problems to minimize tax liability.


(877) 309-0175   Longer narrative previously distributed                  Intermediate




                 Letter of credit can be effective tools in transactional
                 finance. This program will review the process of
                 obtaining a letter of credit from a bank or other
(877) 309-0175                                                            Intermediate
                 institution and their practical use in business and real
                 estate transactions. The program will provide practical
                 guidance on reviewing and drafting letters of credit.

(877) 309-0175   Longer narrative previously distributed                  Intermediate

                 This program will provide a practical guide to
                 reviewing and drafting the operative agreements of
(877) 309-0175   private equity finance. The program will emphasize       Intermediate
                 angel and venture capital finance with a review of stock
                 subscription agreements and voting agreements.

(877) 309-0175   Longer narrative previously distributed                  Intermediate

                 This program will review recent case law and
                 enforcement activity concerning race and national
                 origin discrimination in the workplace. The program
(877) 309-0175   will also discuss trends in employers adopting           Intermediate
                 affirmative action plans and best practices for
                 implementing those plans to avoid workplace
                 controversy and litigation.
(877) 309-0175   Longer narrative previously distributed                  Intermediate
                 The U.S. Supreme Court continues to revisit the issue
                 of the constitutionality of punitive damages. This
                 program will examine a recent decision of the Court,
(877) 309-0175   lower court developments, and legislative activity. The Intermediate
                 program will also provide practical guidance on
                 challenging or defending the award of punitive
                 damages.
(877) 309-0175   Longer narrative previously distributed                 Intermediate

N/A              Longer narrative previously distributed                 Intermediate




                 Successful businesses are often successful because of
                 their brand - the awareness, recognition and loyalty
                 they have built in their names over time. Although
                 intangible, trademarks, from which branding springs,
(877) 309-0175   can he one of the most valuable assets of a business.   Intermediate
                 This program will provide transactional counsel a
                 primer on protecting a client's brand, both in the
                 context of filings with the US Patent and Trademark
                 Office and in commercial agreements.


(877) 309-0175   Longer narrative previously distributed                 Intermediate


                 This program will analyze planning techniques with the
                 Generation Skipping Transfer Tax (GSTT). Included
                 will be a discussion of choosing the type of generation
(877) 309-0175                                                           Advanced
                 skipping transfers, generation assignment, and GSTT
                 exemptions. The program will also include a
                 discussion of related income tax provisions.
(877) 309-0175   Longer narrative previously distributed                 Intermediate

(877) 309-0175   Longer narrative previously distributed                 Intermediate
                 This two part program will guide you through the most
                 important provisions of a commercial loan agreement
                 within the context of a real estate deal. The program
                 will include a discussion of loan agreements in income
(877) 309-0175                                                           Intermediate
                 producing, land, and other deals. Impact of the current
                 state of the real estate and credit markets and their
                 impact on client/bank negotiating leverage will also be
                 considered.
                 This two part program will guide you through the most
                 important provisions of a commercial loan agreement
                 within the context of a real estate deal. The program
                 will include a discussion of loan agreements in income
(877) 309-0175                                                           Intermediate
                 producing, land, and other deals. Impact of the current
                 state of the real estate and credit markets and their
                 impact on client/bank negotiating leverage will also be
                 considered.

(877) 309-0175   Longer narrative previously distributed                   Intermediate


N/A              Longer narrative previously distributed                   Intermediate

                 This program will provide a review of recent
                 developments and trends in private securities litigation.
(877) 309-0175   The program will also cover proposed legislative          Intermediate
                 reforms and recent priorities and enforcement activity
                 of the SEC.


                 This two-part program will review the substance and
                 ethics of asset protection techniques, or wealth
                 preservation. The program will focus on planning using
(877) 309-0175                                                             Advanced
                 trusts and partnerships, but also incorporate bankruptcy
                 law and protection of assets against the future claims of
                 creditors.
                 This two-part program will review the substance and
                 ethics of asset protection techniques, or wealth
                 preservation. The program will focus on planning using
(877) 309-0175                                                             Advanced
                 trusts and partnerships, but also incorporate bankruptcy
                 law and protection of assets against the future claims of
                 creditors.
                 This program will focus on important planning issues
                 for elderly clients preparing for their post-work lives.
(877) 309-0175   The program will emphasize providing for long term       Advanced
                 health care, the use and traps of reverse mortgages, and
                 other planning for elderly in retirement.
                 Employee handbooks are essential for establishing
                 workplace policies and procedures - and protecting
(877) 309-0175   employers from liability. This program will focus on Intermediate
                 the key elements employee handbooks, effective
                 drafting techniques, and traps for the unwary.


                 Estate and trusting planning and administration practice
                 can be very demanding - and because it involves the
                 transfer of assets between generations in a family it can
(877) 309-0175   also be a minefield of accusations and disputes. This Advanced
                 program is designed as a practical guide through the
                 minefields and how to protect yourself from
                 malpractice claims.




                 Damages in employment litigation, particularly under
                 Title VII, can be more difficult to determine than in
(877) 309-0175   other forms of litigation. This program will review the Intermediate
                 types of damages available under Title VII, techniques
                 in determining damages, and trends award of damages.



                 Fiduciaries - trustees and others - control and vast sums
                 of property and other wealth for beneficiaries. That
                 responsibility and the natural tension that arises
(877) 309-0175   between fiduciaries and beneficiaries gives rise to        Advanced
                 substantial litigation. This annual case law and
                 legislative update will review recent developments
                 affecting trustees, their potential liability, and duties.
                 Because of the historical development of business
                 entities and certain tax benefits, many family
                 businesses are still held as S Corporations. This
(877) 309-0175   program will examine the special challenges and           Advanced
                 opportunities of estate planning with S Corps,
                 including the challenges of lifetime transfers, transfers
                 on death, shareholder eligibility and control.


                 This annual program will review the major health care,
                 business and tax developments affecting the operation
                 of medical and dental practices. The program will
(877) 309-0175   focus health care regulation affecting medical         Intermediate
                 professional compensation and reimbursements,
                 business trends in medical practices, and emerging tax
                 issues affecting these practices.

                 This annual program will review the major health care,
                 business and tax developments affecting the operation
                 of medical and dental practices. The program will
(877) 309-0175   focus health care regulation affecting medical         Intermediate
                 professional compensation and reimbursements,
                 business trends in medical practices, and emerging tax
                 issues affecting these practices.


                 One of the fundamental classifications of employment
                 law is whether a worker is an "employee" or an
                 "independent contractor." Riding on that distinction
                 are substantial reporting and tax withholding
(877) 309-0175   obligations (and potential liability) for employers. This Advanced
                 program will provide a detailed framework for
                 determining whether a worker is an employee or
                 independent contractor, and the obligations arising
                 from that classification.
                 Real estate deals are subject to all manner of potential
                 setbacks. One of the most fearsome is liability for
                 environmental toxins. Their presence can create
                 liability for remediation, which can drive a project into
                 insolvency before it gets off the ground. This program
(877) 309-0175                                                             Intermediate
                 will review best practices for due diligence, including
                 compliance with federal environmental safe harbors,
                 and techniques for limiting liability, including through
                 insurance, that cannot be identified before a project is
                 initiated.



                 One of the core challenges of most estate plans is
                 liquidity - liquidity to pay taxes, liquidity to make
                 distributions, liquidity to pay administrative fees.
                 Unless an estate consists predominantly of financial
                 assets and are held in a form that can be liquidated, the
(877) 309-0175                                                             Advanced
                 challenge of obtaining liquidity in a tax-favorable and
                 timely manner can be substantial. This program
                 examine practical techniques for planning for liquidity -
                 and, if the client has already died, for achieving
                 liquidity in a favorable manner in estate administration.


                 Real estate is a common investment, but the business
                 entity in which it is held is very important. The choice
                 of entity dictates tax benefits and costs, and operational
(877) 309-0175   flexibility or rigidity. This program will take a          Intermediate
                 practical approach to examining the costs and benefits
                 of holding different types of real estate investments in
                 various types of business entity.
                 One of the great challenges of transferring wealth from
                 a senior generation to a junior generation is ensuring
                 that the wealth promotes positive changes in the life of
                 beneficiaries and does not create the basis for personal
                 or social dysfunction. This program will discuss
(877) 309-0175                                                              Advanced
                 practical techniques for implementing effective
                 "incentive trusts" which are designed to promote
                 positive personal growth, such as educational
                 attainment, and avoid many negative aspects of
                 inheriting substantial wealth.
                 This program will review common law torts that may
                 arise in the workplace, including invasions of privacy,
                 defamation, negligence, and workplace violence. The
(877) 309-0175                                                              Advanced
                 program will also review standards governing employer
                 liability and defenses to that liability. Both intentional
                 torts and negligence will be covered.


                 This program will provide estate planners, elder law
                 and general practitioners with a guide to end-of-life
(877) 309-0175   health and legal issues. The program will focus on       Advanced
                 drafting legal instruments providing for health care
                 decision making at times of substantial need.

                 Conflict management can be most needed and most
                 difficult to attain when issues of money or family
                 relationships are involved. When they combine, as in
                 the context of setting up a trust for the benefit of
(877) 309-0175   children, disputes can be particularly rancorous. For    Advanced
                 estate planners, this program will discuss practical
                 techniques for settling disputes - and more importantly,
                 methods of avoiding disputes through planning in the
                 first place.
Target Practice Areas:




Employment, Family Law, Civil Litigation




Employment, Civil Litigation




Estate planning




Estate planning
Ethics




Real Estate




Business/Corporate, Commercial Law/Secured Transactions




Ethics, Civil Litigation




Business/Corporate
Business/Corporate, Tax




Real Estate




Business/Corporate, Tax




Real Estate




Business Law, General Practice




Business Law, General Practice
Real Estate, Estate Planning




Real Estate, Estate Planning




Family Law, Estate Planning, Tax




Ethics, Real Estate




Real Estate, Bankruptcy




Commercial Law/Secured Transactions, Business/Corporate
Non-profit, Tax, Business/Corporate




Estate Planning




Real Estate




Ethics




Ethics




Real Estate
Tax, Estate Planning




Employment Law, Family Law, General Practice




Business/Corporate, Tax




Real Estate




Business/Corporate, Tax
Real Estate, Insurance




Real Estate




Estate Planning




Estate Planning
Estate Planning




Commercial Law/Secured Transactions, Business/Corporate




Real Estate, Commercial Law/Secured Transactions




Business/Corporate,
Bankruptcy




Commercial Law/Secured Transactions, Corporate/Business




Business/Corporate, Tax




Commercial Law/Secured Transactions, Corporate/Business
Commercial Law/Secured Transactions, Corporate/Business




Ethics




Real Estate, Tax




Bankruptcy, Real Estate




Estate Planning, Education, Tax, General




Ethics, Civil Litigation
Business/Corporate, Bankruptcy




Business/Corporate, Bankruptcy




Real Estate, Insurance




Business/Corporate, Tax




Business/Corporate, Tax
Estate Planning,
Family Law




Ethics




Real Estate, Environmental




Ethics



Ethics




Estate Planning
Estate Planning




Commercial Law/Secured Transactions, Corporate/Business



Commercial Law/Secured Transactions, Corporate/Business




Real Estate, General Practice




Estate Planning, Tax, Business/Corporate




Real Estate
Ethics, Real Estate




Ethics




Ethics




Estate Planning




Estate Planning




Business/Corporate, Tax
Civil Litigation




Estate Planning




Business/Corporate




Estate planning




Tax, General Practice




Tax, General Practice




Ethics, Technology
Business/Corporate, Tax




Business/Corporate, Tax




Business/Corporate, Bankruptcy



Business/Corporate, Bankruptcy
Business/Corporate, Tax




Real estate, tax




Business/Corporate, Commercial Law/Secured Transactions




Ethics




Business/Corporate, Commercial Law/Secured Transactions




Employment Law




Employment Law




Estate planning
Civil Litigation




Real Estate, Insurance

Ethics




Intellectual Property, Business/Corporate




Estate Planning, Bankruptcy




Estate Planning




Bankruptcy, Business/Corporate

Non-profit, Tax
Real Estate




Real Estate




Ethics, Civil Litigation, ADR


Civil Litigation, Ethics




Business/Corporate, Civil Litigation




Estate Planning, Bankruptcy




Estate Planning, Bankruptcy
Elder Law, Estate Planning




Employment Law




Estate Planning, Ethics




Employment Law




Estate Planning
Estate Planning




Health Law, Business/Corporate, Tax




Health Law, Business/Corporate, Tax




Employment Law
Real Estate, Environmental




Estate Planning




Real Estate
Estate Planning




Employment Law




Health Law, Elder Law, Estate Planning




Estate Planning
WEBCREDENZA, INC. -- Master Program Tracking
2007 Calendar (Updated June 21, 2007)


   Month      Telecom. Res. # WC Program #
 JANUARY




      9           8563178        0107001




     11           8563203        0107002




     16           8563215        0107003
   17      8563251   0107004




   23      8563255   0107005




   30      8563267   0107006




FEBRUARY
6    8563275   0107007




13   8563281   0107008




20   8563287   0107009




21   5820623   0107060
 22     8563290   0107010




 26     9548514   0107061




 28     8563296   0107011




MARCH




  6     8563332   0107012
7    8563357   0107013




13   8563366   0107014




20   8563370   0107015




22   8563380   0107016
 27     8563399   0107017




 28     8563406   0107018




APRIL




  3     8563417   0107019




  4     1380992   0107062
5    1381252   0107063




10   8563429   0107020




11   8563435   0107021




12   8191758   0107064




13   2114626   0107065
17    8563439   0107022




MAY




 1    8563455   0107023




 2    8563464   0107024




 3    4025411   0107066
4    4067933   0107067




7    4069924   0107068




14   406948    0107069




15   8563483   0107025
18   4069810   0107070




21   4069236   0107071




22   8563516   0107026




24   4071386   0107072
 29    8563854   0107027




 31    4071632   0107073




JUNE




 4     4198943   0107074




 5     8564187   0107028
6    8564565   0107029




7    6973952   107086




11   4199244   0107075




12   8564921   0107030
13   8565137   0107031




14   8192071   0107076




18   4200684   0107077




19   8565312   0107032




22   4206316   0107078
 25    4235184   0107079




 26    8565599   0107033




 28    8565870   0107034




 29    4215325   0107080




JULY
10   8583189   0107035




13   5987740   0107081




16   6823208   0107082




17   8584501   0107036
  20     6823738   0107083




  24     8584904   0107037




  27     5986565   0107084




  31     8585260   0107038




AUGUST
2   4042897   0107085




3   4043288   0107086




6   4043376   0107087
7    8570084   0107039




14   8570537   0107040




17   4043419   0107088




20   4043467   0107089
   29       4044987   0107090




   30       4045007   0107091




   31       4045031   0107092




SEPTEMBER




    4       8571178   0107041
6    4045111   0107093




11             0107094




12   4045125   0107095




13   4045150   0107096
14   4045152   0107097




18   8571476   0107042




19   8571663   0107043




24   4043733   0107098
  25      8572186   0107044




  28       N/A      0107114




OCTOBER




   3      107114    0107115




   5      4043802   0107100
9    8572430   0107045




12   4043891   0107101




16   8572677   0107046




18    N/A      0107116
19   4043961   0107102




24    N/A      0107117




23   8572857   0107047




25   4045190   0107104
   26      4044144   0107103




   30      8573074   0107048




   31       N/A      0107113




NOVEMBER




   1       8574064   0107049




   2       4044195   0107113
6   8575762   0107050




7   1895504   0107116




8   4044220   0107099




9   4044231   0107105
13   8576351   0107051




15   8576621   0107052




16   4044282   0107106




20    N/A      0107118
   27      8578783   0107053




   28      8579117   0107054




   29       N/A      0107119




   30      4044306   0107107




DECEMBER
3   4044367   0107108




4   8579522   0107055




5   8580259   0107056




6   4044399   0107109




7    N/A      0107120
10   4044516   0707110




11   8580655   0107057




12   8580958   0107058




12   Pending   0107122
13   8581577   0107059




14    N/A      0107121




18   8563455   0107111




19   8563464   0107112
rogram Tracking



          Program Name:




          Estate Planning in Prenuptial Agreements




          Quarterly Estate and Gift Planning Update




          Choice of Entity for Small & Medium Size Business, Part 1
Choice of Entity for Small & Medium Size Business, Part 2




UCC Issues in Real Estate Transactions




Corporate Governance for Family Businesses
Your Largest Asset: An Estate Planning Guide to Your Personal Residence




Uses of Life Insurance in Business Planning




ADR in Estate Planning Disputes




Ethics of Negotiation (REPLAY)
Choice of Entity for Nonprofits




Attorney Ethics in Billing Clients




Ethical Issues in ADR




The Law of Religious Organizations Part 1
The Law of Religious Organizations Part 2




Successor Liability In Asset Acquisitions




Key Principles of Residential Real Estate Buy-Sell and Brokerage Agreements




Retaliation Claims Update
Ethics in Civil Litigation Part 1




Ethics in Civil Litigation Part 2




LLCs and Insolvency: Bankruptcy and Tax Aspects




Choice of Entity for Middle Market Businesses, PART 1 (REPLAY)
Choice of Entity for Middle Market Businesses, PART 2 (REPLAY)




Update for Attorneys Advising MDs, Part 1




Update for Attorneys Advising MDs, Part 2




Military Service: Special Relief in Family Law, Debt Collection, Leasing & Taxes **South Carolina Program**




Sales, Exchanges and Transfers of LLC/Partnership Interests (REPLAY)
Real Estate Workouts: Tax and Non-Tax Aspects




2007 Attorney Ethics Update Part 1




2007 Attorney Ethics Update Part 2




Update for Attorney's Advising MD's, part 1 (REPLAY)
Update for Attorney's Advising MD's, part 2 (REPLAY)




Retaliation Claims Update (REPLAY)




Corporate Governance for Family Businesses (REPLAY)




Employee Overtime: Determining Who is "Exempt"
Successor Liability in Asset Acquisitions (REPLAY)




The Nuts and Bolts of Private Placements (REPLAY)




Fundamentals of Trade Secrets in Business Law




Choice of Entity for Nonprofits (REPLAY)
Fiduciary Income Taxation: The Basics




Family Feuds: Planning to Avoid Estate Litigation (REPLAY)




Estate Planning in Prenuptial Agreements (REPLAY)




Merging LLCs: Tax and Non-Tax Aspects Part 1
Merging LLCs: Tax and Non-Tax Aspects Part 2




§1031/Like kind exchanges: intermediate techniques




Real Estate Workouts: Tax and Non-Tax Aspects (REPLAY)




Business Planning with S Corps Part 1
Business Planning with S Corps Part 2




Attorney Ethics in Billing Clients (REPLAY)




Your Largest Asset: An Estate Planning Guide to Your Personal Residence (REPLAY)




Estate Planning for Retirement Benefits




Attorney Ethics in Negotiations (REPLAY)
UCC Issues in Real Estate Transactions (REPLAY)




Top Issues in Small Business Bankruptcies




Quarterly Estate and Gift Planning Update




Ethical Issues in ADR (REPLAY)
2007 Advising Non-Profit Update




ADR in Estate Planning Disputes (REPLAY)




Employee Overtime: Determining Who is "Exempt" (REPLAY)




UCC 2A/Leasing Update
Elder Law and Estate Planning, Part 1 & Part 2 (120 minute program)




Like Kind Exchange/1031 Update




Tax Planning for Conservation Easements




Developments in Environmental Liability in Real Estate Transactions
Business Planning with S Corps Part 1 (LIVE REPLAY)




Business Planning with S Corps Part 2 (LIVE REPLAY)




Hidden Tax Traps in Forming LLCs and Partnerships (LIVE REPLAY)
Title Insurance in Real Estate Transactions




Offers-in-Comprise: Settling Tax Disputes with the IRS




Post-Mortem Estate Planning (LIVE REPLAY)




Director and Officer Liability: Sources of Liability and Techniques to Limit Liability (LIVE REPLAY)
Eminent Domain Series, Part 1: Fundamental Concepts of Condemnation & Pre-Condemnation Issues




Eminent Domain Series, Part 2: Appraisal & Just Compensation Issues




Eminent Domain Series, Part 3: Just Use & Regulatory Takings Issues




Sexual Harassment Update
Entity Depositions: Rule 36(b) & "Most Knowledgeable" Parties




Digital Evidence: New Rules & Recent Developments from the Courts, Part 1




Digital Evidence: New Rules & Recent Developments from the Courts, Part 2




Developments in Daubert Evidence in the Courtroom, Part 1
Developments in Daubert Evidence in the Courtroom, Part 2




Commercial Leasing: Office Space




Commercial Leasing: Retail and Manufacturing Space




Innocent Spouse Defense: What Family Law Practitioners Should Know
Drafting Opinion Letters in Business Transactions




VIDEO WEBCAST: Modern Licensing for Transactional Attorneys




Power of Exchange: 1031 Tax Deferred Exchange Basics




Art of the Deal 1: Law and Economics: Understanding How the Deal Comes Together (LIVE REPLAY)
Quarterly Estate and Gift Planning Update




Art of the Deal 2: Preparing the Deal, Part 1, Due Diligence (LIVE REPLAY)




Asset Protection in Bankruptcy Law




VIDEO WEBCAST: Buying and Investing Distressed Assets: An Interdisciplinary Guide to a Troubled Market
Art of the Deal 3: Preparing the Deal, Part 2 (LIVE REPLAY)




VIDEO WEBCAST: UCC "Toolkit": A Practical Guide to Drafting Key Commercial Agreements




Fiduciary Litigation Update




Section 409A and Compensation Agreements: Changes as the Deadline Approaches
Art of the Deal 4: Getting the Property in the Right Way: Acquisition Agreements (LIVE REPLAY)




2007 ADA Update




VIDEO WEBCAST: Real Estate Finance: Getting A Deal Done in a Troubled Market




Corporate Governance for Non-Profits




Art of the Deal 5: Financing the Deal (LIVE REPLAY)
2007 Eminent Domain and Land Use Update




Power of Strategy: Mastering Advanced §1031 Exchange Concepts




Merging LLCs: Tax and Non-Tax Aspects Part 1 & 2) (LIVE REPLAY) (2 hours)




Art of the Deal 6: Common Ownership: Condominiums and More (LIVE REPLAY)
Real Estate Management Agreements




Estate and Gift Tax Audits




Art of the Deal 7: When the Deal Goes Bad: Bankruptcy Issues in Real Estate Deals (LIVE REPLAY)




VIDEO WEBCAST: Family Limited Partnerships: A Planning and Litigation Update
Estate Planning for Real Estate Part 1




Estate Planning for Real Estate Part 2




VIDEO WEBCAST: 2007 Health Care Update




Drafting Opinion Letters in Business Transactions (LIVE REPLAY)
Fiduciary Litigation Update (LIVE REPLAY)




Limited Liability and Partnership Update: Non-Tax Aspects




Limited Liability and Partnership Update: Tax Aspects




2007 Americans With Disabilities Act Update (LIVE REPLAY)




VIDEO WEBCAST: Sales of Private Businesses
Top Issues in Small Business Bankruptcies (LIVE REPLAY)




Quarterly Estate Planning Update




Ethical Issues for Estate Planners




DNA and the Duke Lacrosse Case: Lessons Learned & Uses in the Courtroom
2007 UCC 2/Sales Update




VIDEO WEBCAST: Evidence in Civil Litigation: 2007 Trends & Developments




2007 Attorney Ethics Update Part 1 (LIVE REPLAY)




2007 Attorney Ethics Update Part 2 (LIVE REPLAY)
Dial-In Number:   Brief Program Description:


                  The prevalence of one or multiple divorces and
                  mixed families has increased acceptance of the use
                  of prenuptial agreements in estate planning. This
(877) 309-0175    program will review the federal estate and gift tax
                  implications of prenuptial agreements and analyze
                  the techniques estate planners should incorporate
                  into those agreements.

                  This quarterly update is intended to keep the estate
                  planner abreast of major legislative, regulatory and
                  case law developments in estate, gift and trust
(877) 309-0175    planning throughout the year. The program will
                  provide summaries of and citations to major
                  developments, gathering into one place all major
                  developments occurring since the last update.

                  This two-part program will examine in compare-
                  and-contrast mode the major tax and non-tax
                  advantages of various types of business entities.
                  The program is designed specifically with smaller
(877) 309-0175    and medium-size businesses in mind, and will
                  focus on the practical and day-to-day tax and other
                  benefits of each type of entity. The program will
                  also review major legislative and regulatory
                  developments impacting each type of entity.
                 This two-part program will examine in compare-
                 and-contrast mode the major tax and non-tax
                 advantages of various types of business entities.
                 The program is designed specifically with smaller
(877) 309-0175   and medium-size businesses in mind, and will
                 focus on the practical and day-to-day tax and other
                 benefits of each type of entity. The program will
                 also review major legislative and regulatory
                 developments impacting each type of entity.



                 This program will examine the Uniform
                 Commercial Code Issues that arise in closing
                 commercial real estate transactions. The program
(877) 309-0175   will cover UCC Article 9 secured transactions
                 issues and UCC Article 5 letters of credit issues.
                 The program will also cover issues related to senior
                 and junior creditors.


                 Although the principles of good corporate
                 governance apply universally without regard to the
                 size of the business, family and privately held
                 businesses pose challenges unique to them. This
                 program will cover board of director, voting,
(877) 309-0175
                 management and buy-out issues of corporate
                 governance as they apply specifically in the context
                 of family-owned and closely-held businesses, with
                 a emphasis on practical techniques avoiding
                 paralyzing internal disputes.
                 For most individuals their personal residences
                 constitute their single largest asset. The wealth
                 contained within the home's equity often far
                 surpasses the individual's liquid assets. The
                 illiquid type nature of the home and certain tax
(877) 309-0175
                 benefits accruing to real provide certain planning
                 opportunities to minimize the taxation of the
                 individual's estate. This program will analyze the
                 use of trusts to transfer a personal residence and
                 minimize federal estate taxation.


                 It is commonplace for many businesses to purchase
                 "key man" insurance on the lives of employees who
                 are vital to the success of the entity. This program
(877) 309-0175   will examine the several uses of insurance in
                 business planning, the types of policies best used
                 for different purposes, and the integration of those
                 policies into entity's governing documents.


                 Disputes in estate litigation can be particularly
                 bitter and protracted. Often the litigation involves
                 family members and long-standing rivalries and
                 resentments that present timely distribution of an
                 estate's assets or severely hampers its regular
(877) 309-0175   administration. In order to combat this problem,
                 many jurisdictions have begun to mandate the use
                 of ADR in estate litigation. This program provide
                 a guide to effective uses of ADR to timely settle
                 estate and trust disputes before litigation or to settle
                 litigation.

                 What specific professional obligations does an
                 attorney have when entering negotiations with
                 another attorney? This program will examine the
(877) 309-0175
                 standards of conduct applicable to attorneys in
                 negotiations, including those honesty, avoiding
                 deception, and potential duties to disclose.
                 Non-profits can be large organizations providing
                 vital services to large communities. They may
                 have extensive investments and business operations
                 related or unrelated to their core charitable mission.
                 These operations and other priorities of the
(877) 309-0175
                 organization will have a direct impact on the non-
                 profit's choice of entity. This program is a rare
                 examination of the various types of entity available
                 to non-profits and a review of their respective
                 advantages and disadvantages.


(877) 309-0175   Longer narrative distributed earlier.

                 Widespread acceptance and use of various methods
                 of Alternative Dispute Resolution has focused
                 attention on the ethical obligations of attorneys
                 participating in ADR. Do attorneys have the same
                 obligations as is in litigation? What are the sources
(877) 309-0175
                 of ethical rules in this area? What are the most
                 common areas of liability for attorneys? These and
                 other questions will be addressed in this program
                 focusing on attorney ethics in the new frontier of
                 ADR.




                 Many federal and state laws of general specifically
                 carve out exceptions for churches and other
                 religious organizations. From employment and non-
                 discrimination laws to land use regulations and
(877) 309-0175   taxation, religious organizations often benefit from
                 a flexibility afforded to them because of their
                 special status. This program discuss the major
                 exemptions and they together form a unique law for
                 religious organizations.
                 Many federal and state laws of general specifically
                 carve out exceptions for churches and other
                 religious organizations. From employment and non-
                 discrimination laws to land use regulations and
(877) 309-0175   taxation, religious organizations often benefit from
                 a flexibility afforded to them because of their
                 special status. This program discuss the major
                 exemptions and they together form a unique law for
                 religious organizations.

                 This program will examine sources of liability in
                 asset acquisitions, including many theories under
                 common law and bankruptcy. The program will
(877) 309-0175
                 also discuss techniques for identifying those
                 liabilities and mitigating them through agreement
                 or planning.


                 The most common real estate transaction for most
                 people is the acquisition of a personal residence.
                 The reams of paper that they encounter when
                 engaging a broker and entering into a buy-sell
                 contact can be intimidating -- and they may engage
(877) 309-0175
                 legal counsel to guide them through the process.
                 This program will be a practical guide to the key
                 elements of negotiating and drafting brokerage and
                 buy-sell agreements in residential real estate
                 transactions.

                 There have been several major developments in the
                 area of retaliation claims, including a major new
                 Supreme Court case. This program will review
(877) 309-0175   recent case-law and regulatory developments in this
                 area, and analyze their practical impact on
                 retaliation claims in various types of employment
                 litigation.
                 This two-part program will cover the practical
                 areas in which ethical dilemmas commonly arise in
                 civil litigation. Among other areas, the program
(877) 309-0175
                 will focus on conflicts of interest, working with
                 experts, settlement negotiations, and ethics in
                 discovery.
                 This two-part program will cover the practical
                 areas in which ethical dilemmas commonly arise in
                 civil litigation. Among other areas, the program
(877) 309-0175
                 will focus on conflicts of interest, working with
                 experts, settlement negotiations, and ethics in
                 discovery.




                 As LLCs have become the default entity for many
                 businesses, the number of LLCs filing for
                 bankruptcy or falling into insolvency increases, too.
                 This program will review the major bankruptcy and
                 tax issues that arise when transactional counsel
(877) 309-0175   advise a financially distressed LLC. Among other
                 areas, this program will cover heightened duties of
                 LLC managers as the LLC enters the vicinity of
                 insolvency, LLC member issues, discharge of
                 indebtedness income concerns, and the
                 preservation of net operating losses for later use.


                 This two-part program will examine in compare-
                 and-contrast mode the major tax and non-tax
                 advantages of various types of business entities.
                 The program is designed specifically with smaller
(877) 309-0175   and medium-size businesses in mind, and will
                 focus on the practical and day-to-day tax and other
                 benefits of each type of entity. The program will
                 also review major legislative and regulatory
                 developments impacting each type of entity.
                                This two-part program will examine in compare-
                                and-contrast mode the major tax and non-tax
                                advantages of various types of business entities.
                                The program is designed specifically with smaller
          (877) 309-0175        and medium-size businesses in mind, and will
                                focus on the practical and day-to-day tax and other
                                benefits of each type of entity. The program will
                                also review major legislative and regulatory
                                developments impacting each type of entity.


                                In this two-part annual program, our panel will
                                cover both developments in law and business
                                affecting medical practices. The program will
                                cover legislative and regulatory developments
          (877) 309-0175
                                governing physician practices, and business and tax
                                law developments that particularly impact medical
                                practices. This program is an essential update for
                                transactional counsel advising medical practices.

                                In this two-part annual program, our panel will
                                cover both developments in law and business
                                affecting medical practices. The program will
                                cover legislative and regulatory developments
          (877) 309-0175
                                governing physician practices, and business and tax
                                law developments that particularly impact medical
                                practices. This program is an essential update for
                                transactional counsel advising medical practices.

es **South Carolina Program**


                                The tax and non-tax implications of transferring
                                LLC and partnership interests is distinct from the
                                most familiar transfers of corporate stockholdings.
          (877) 309-0175
                                This program will examine the income tax and non-
                                tax impact of transfers of LLC/partnership interests
                                both on the individual holder and the organization.
                 After years of a substantial growth and appreciation
                 in the real estate market, rising interest rates and a
                 general settling in values have caused many
                 marginal real estate deals to come apart. As more
(877) 309-0175   deals and their promoters fall into insolvency or
                 file for bankruptcy, real estate workouts have
                 become more common. This program will
                 examine of negotiating with creditors over defaults
                 in commercial real estate.




                 This annual two-part update on practical lawyer
                 ethics will focus on developments under the Model
                 Rules of Professional Responsibility, as adopted by
(877) 309-0175   most states. As in years past, the program will use
                 a scenario-driven format for the panel. The
                 program will focus on the practical ethical concerns
                 that arise for lawyers in everyday practice.


                 This annual two-part update on practical lawyer
                 ethics will focus on developments under the Model
                 Rules of Professional Responsibility, as adopted by
(877) 309-0175   most states. As in years past, the program will use
                 a scenario-driven format for the panel. The
                 program will focus on the practical ethical concerns
                 that arise for lawyers in everyday practice.


                 In this two-part annual program, our panel will
                 cover both developments in law and business
                 affecting medical practices. The program will
                 cover legislative and regulatory developments
(877) 309-0175
                 governing physician practices, and business and tax
                 law developments that particularly impact medical
                 practices. This program is an essential update for
                 transactional counsel advising medical practices.
                 In this two-part annual program, our panel will
                 cover both developments in law and business
                 affecting medical practices. The program will
                 cover legislative and regulatory developments
(877) 309-0175
                 governing physician practices, and business and tax
                 law developments that particularly impact medical
                 practices. This program is an essential update for
                 transactional counsel advising medical practices.


                 There have been several major developments in the
                 area of retaliation claims, including a major new
                 Supreme Court case. This program will review
(877) 309-0175   recent case-law and regulatory developments in this
                 area, and analyze their practical impact on
                 retaliation claims in various types of employment
                 litigation.


                 Although the principles of good corporate
                 governance apply universally without regard to the
                 size of the business, family and privately held
                 businesses pose challenges unique to them. This
                 program will cover board of director, voting,
(877) 309-0175
                 management and buy-out issues of corporate
                 governance as they apply specifically in the context
                 of family-owned and closely-held businesses, with
                 a emphasis on practical techniques avoiding
                 paralyzing internal disputes.


                 Whether an employee is entitled to overtime is a
                 complicated legal question -- and, according to
                 Labor Department audits, many employers are not
                 properly classifying employees as exempt or non-
(877) 309-0175
                 exempt. This program will provide counsel
                 advising employers with a real-world guide through
                 governing Fair Labor Standards Act regulations in
                 this area and advice on avoiding common pitfalls.
                 This program will examine sources of liability in
                 asset acquisitions, including many theories under
                 common law and bankruptcy. The program will
(877) 309-0175
                 also discuss techniques for identifying those
                 liabilities and mitigating them through agreement
                 or planning.


                 Private placements are used by businesses to raise
                 funds from private sources. This program will
                 provide an overview of the private placement
(877) 309-0175   process, including drafting key provisions of the
                 subscription agreements, utilizing exemptions from
                 registrations, and practical advice on working with
                 investors and other finance professionals.


                 Trade secrets -- the know-how, methods, practices,
                 and other confidential information that forms the
                 basis of many businesses -- are often overlooked in
                 business transactions. Trade secrets, if not properly
(877) 309-0175   protected by agreement and actual practice, can be
                 easily lost, and substantially the diminish the
                 practical value of a business. This program will
                 discussion methods for protecting the value of trade
                 secrets and ensuring the business value they create.


                 Non-profits can be large organizations providing
                 vital services to large communities. They may
                 have extensive investments and business operations
                 related or unrelated to their core charitable mission.
                 These operations and other priorities of the
(877) 309-0175
                 organization will have a direct impact on the non-
                 profit's choice of entity. This program is a rare
                 examination of the various types of entity available
                 to non-profits and a review of their respective
                 advantages and disadvantages.
                 The use of trusts and the creation of other fiduciary
                 relationships plunges legal counsel into the
                 complicated world of fiduciary income taxation.
(877) 309-0175
                 This program is an intermediate-level guide to the
                 intricacies of the fiduciary income taxation of trusts
                 and estates.


                 Family disputes are never so protracted or pitched
                 as when it involves competing claims over family
                 property after the death of the benefactor. This
(877) 309-0175
                 program will examine common sources of dispute
                 and provide practical planning ideas for preventing
                 post-death litigation.




                 The prevalence of one or multiple divorces and
                 mixed families has increased acceptance of the use
                 of prenuptial agreements in estate planning. This
(877) 309-0175   program will review the federal estate and gift tax
                 implications of prenuptial agreements and analyze
                 the techniques estate planners should incorporate
                 into those agreements.


                 The tax and non-tax law and principles applicable
                 to corporate mergers is well known. Less familiar
                 are the principles applicable to the merger of two or
                 more LLCs, or the merger of LLCs into
(877) 309-0175
                 corporations. This program will provide a
                 practical instruction the tax and non-tax principles
                 of merging LLCs and merging LLCs into
                 corporations.
                 The tax and non-tax law and principles applicable
                 to corporate mergers is well known. Less familiar
                 are the principles applicable to the merger of two or
                 more LLCs, or the merger of LLCs into
(877) 309-0175
                 corporations. This program will provide a
                 practical instruction the tax and non-tax principles
                 of merging LLCs and merging LLCs into
                 corporations.
(877) 309-0175   Longer narrative distributed earlier.

                 After years of a substantial growth and appreciation
                 in the real estate market, rising interest rates and a
                 general settling in values have caused many
                 marginal real estate deals to come apart. As more
(877) 309-0175   deals and their promoters fall into insolvency or
                 file for bankruptcy, real estate workouts have
                 become more common. This program will
                 examine of negotiating with creditors over defaults
                 in commercial real estate.


                 With the growing popularity of LLCs as the pass-
                 through entity of choice, the advantages of using S
                 Corps is sometimes overlooked. Furthermore,
                 many smaller and medium size businesses,
                 particularly professional corporations, still operate
(877) 309-0175
                 as S Corps. This two-part program will analyze the
                 advantages and drawbacks of using S Corps, and
                 analyze practical planning opportunities, including
                 a discussion of capital gains issues and
                 employment taxes.
                 With the growing popularity of LLCs as the pass-
                 through entity of choice, the advantages of using S
                 Corps is sometimes overlooked. Furthermore,
                 many smaller and medium size businesses,
                 particularly professional corporations, still operate
(877) 309-0175
                 as S Corps. This two-part program will analyze the
                 advantages and drawbacks of using S Corps, and
                 analyze practical planning opportunities, including
                 a discussion of capital gains issues and
                 employment taxes.

(877) 309-0175   Longer narrative distributed earlier.

                 For most individuals their personal residences
                 constitute their single largest asset. The wealth
                 contained within the home's equity often far
                 surpasses the individual's liquid assets. The
                 illiquid type nature of the home and certain tax
(877) 309-0175
                 benefits accruing to real provide certain planning
                 opportunities to minimize the taxation of the
                 individual's estate. This program will analyze the
                 use of trusts to transfer a personal residence and
                 minimize federal estate taxation.

                 Employer funded and individual retirement
                 accounts, whether IRAs or 401(k)s, are a source of
                 substantial financial wealth for many individuals.
(877) 309-0175   This program will analyze practical estate planning
                 techniques for incorporating retirement accounts
                 into an overall estate plan, including where a trust
                 is the beneficiary and to satisfy charitable bequests.



                 What specific professional obligations does an
                 attorney have when entering negotiations with
                 another attorney? This program will examine the
(877) 309-0175
                 standards of conduct applicable to attorneys in
                 negotiations, including those honesty, avoiding
                 deception, and potential duties to disclose.
                 After years of a substantial growth and appreciation
                 in the real estate market, rising interest rates and a
                 general settling in values have caused many
                 marginal real estate deals to come apart. As more
(877) 309-0175   deals and their promoters fall into insolvency or
                 file for bankruptcy, real estate workouts have
                 become more common. This program will
                 examine of negotiating with creditors over defaults
                 in commercial real estate.


                 This program will focus on the most common areas
                 of concern to small businesses in bankruptcy.
                 Among other topics, the program will discuss the
(877) 309-0175   bankruptcy implication's of the business's choice of
                 entity, liquidation and reorganization alternatives
                 and whether the owners want to reorganize the
                 business outside of the bankrupt entity.

                 This quarterly update is intended to keep the estate
                 planner abreast of major legislative, regulatory and
                 case law developments in estate, gift and trust
(877) 309-0175   planning throughout the year. The program will
                 provide summaries of and citations to major
                 developments, gathering into one place all major
                 developments occurring since the last update.

                 Widespread acceptance and use of various methods
                 of Alternative Dispute Resolution has focused
                 attention on the ethical obligations of attorneys
                 participating in ADR. Do attorneys have the same
                 obligations as is in litigation? What are the sources
(877) 309-0175
                 of ethical rules in this area? What are the most
                 common areas of liability for attorneys? These and
                 other questions will be addressed in this program
                 focusing on attorney ethics in the new frontier of
                 ADR.
                 This program will provide practitioners advising
                 non-profit organizations with an update on
                 legislative, regulatory, case law and other
(877) 309-0175
                 developments affecting the governance, operation
                 and tax exemption of non-profits in the last 18
                 months.

                 Disputes in estate litigation can be particularly
                 bitter and protracted. Often the litigation involves
                 family members and long-standing rivalries and
                 resentments that present timely distribution of an
                 estate's assets or severely hampers its regular
(877) 309-0175   administration. In order to combat this problem,
                 many jurisdictions have begun to mandate the use
                 of ADR in estate litigation. This program provide
                 a guide to effective uses of ADR to timely settle
                 estate and trust disputes before litigation or to settle
                 litigation.



                 Whether an employee is entitled to overtime is a
                 complicated legal question -- and, according to
                 Labor Department audits, many employers are not
                 properly classifying employees as exempt or non-
(877) 309-0175
                 exempt. This program will provide counsel
                 advising employers with a real-world guide through
                 governing Fair Labor Standards Act regulations in
                 this area and advice on avoiding common pitfalls.


                 Article 2A governs equipment leasing. This
                 program will provide transactional counsel with an
                 update of case law and proposed legislative
(877) 309-0175
                 changes to Article 2A. The program will also
                 provide practical guidance on negotiating,
                 structuring and drafting equipment leases.
                 This two-part program will focus on estate
                 planning challenges and techniques for the elderly,
(877) 309-0175   including the provision of long-term care, wealth
                 preservation, funding health care needs, and
                 nursing home issues.


                 The flow of IRC Section 1031/Like Kind Exchange
                 money is one of the primary drivers of real estate
                 valuations. Seemingly small and technical changes
                 to the 1031 regulations, case law and other
(877) 309-0175
                 developments can have a significant impact on
                 these transactions. This program will provide an
                 update of those developments and examine trends
                 in the Like Kind exchange industry.


                 Conservation easements are restrictions placed on
                 the development or use of property. In exchange
                 for imposing the property restrictions, the property
(877) 309-0175   owner may obtain certain significant tax benefits.
                 This s program will examine the income tax
                 benefits available for conservation easements and
                 provide practical guidance on how to obtain them.


                 One the substantial risks of acquiring real estate for
                 investment or development is risk of incurring
                 successor liability for environmental or other
                 hazardous liabilities. This program is a practical
(877) 309-0175
                 guide to identifying those liabilities, allocating the
                 risk of incurring those liabilities, and tax and other
                 incentives for redeveloping "Brownfield"
                 properties.
                 With the growing popularity of LLCs as the pass-
                 through entity of choice, the advantages of using S
                 Corps is sometimes overlooked. Furthermore,
                 many smaller and medium size businesses,
                 particularly professional corporations, still operate
(877) 309-0175
                 as S Corps. This two-part program will analyze the
                 advantages and drawbacks of using S Corps, and
                 analyze practical planning opportunities, including
                 a discussion of capital gains issues and
                 employment taxes.


                 With the growing popularity of LLCs as the pass-
                 through entity of choice, the advantages of using S
                 Corps is sometimes overlooked. Furthermore,
                 many smaller and medium size businesses,
                 particularly professional corporations, still operate
(877) 309-0175
                 as S Corps. This two-part program will analyze the
                 advantages and drawbacks of using S Corps, and
                 analyze practical planning opportunities, including
                 a discussion of capital gains issues and
                 employment taxes.



                 Partnerships and LLCs taxed as partnerships are
                 very flexible organizations that offer more
                 structuring alternatives than the traditional
                 corporation, but often overlooked is the price of
(877) 309-0175
                 that flexibility -- in this case, a dense maze of
                 federal income tax regulations that pose pitfalls for
                 the uninitiated. This program will examine those
                 pitfalls and practical strategies for avoiding them.
                 This program will analyze the role of title insurance
                 in commercial real estate transactions. Among
                 other topic, the program will cover the role of title
(877) 309-0175
                 insurance in deals, title and casualty insurance, tax
                 issues, creditors' rights issues, and the economics
                 of title insurance.


                 Offers-in-Compromise are proposals by individual
                 taxpayers to the IRS to settle audits for less than
                 the full dollar value of the outstanding tax. This
(877) 309-0175   program will provide non-tax specialists with
                 practical guidance on submitting successful offers
                 and tips on avoiding the many pitfalls of the offers-
                 in-compromise program.


                 Although estate planning typically and most
                 effectively occurs before death, there are still
                 planning opportunities after a client has died. This
(877) 309-0175   program will examine the tax elections and
                 techniques available to planners advising families
                 about estate administration after the death of the
                 benefactor.


                 Increased public attention, shareholder and
                 legislative activism and case law has re-focused
                 attention on the crucial role directors play in
(877) 309-0175   governing a business. This program will examine
                 the sources of liability for directors who violate
                 their fiduciary responsibilities to the corporation
                 and its shareholders.
                 This three-part series will examine the growing
                 uses the power of eminent domain for public and
                 private purposes. Each segment will build on the
                 others from pre-condemnation issues and the
(877) 309-0175   fundamental principles of governmental seizures of
                 private property to the most heavily contest issues
                 of just compensation and just use this program will
                 provide a solid introduction to the law of eminent
                 domain.

                 This three-part series will examine the growing
                 uses the power of eminent domain for public and
                 private purposes. Each segment will build on the
                 others from pre-condemnation issues and the
(877) 309-0175   fundamental principles of governmental seizures of
                 private property to the most heavily contest issues
                 of just compensation and just use this program will
                 provide a solid introduction to the law of eminent
                 domain.

                 This three-part series will examine the growing
                 uses the power of eminent domain for public and
                 private purposes. Each segment will build on the
                 others from pre-condemnation issues and the
(877) 309-0175   fundamental principles of governmental seizures of
                 private property to the most heavily contest issues
                 of just compensation and just use this program will
                 provide a solid introduction to the law of eminent
                 domain.




                 This program will provide an update on recent
                 developments in sexual harassment law, including
                 case law and enforcement activity. Among others,
(877) 309-0175
                 the program will focus on affirmative defenses,
                 harassment training as a defense, paramour
                 favoritism, same-sex harassment and other topics.
                 Rule 36(b) of the Federal Rules of Civil Procedure
                 allows parties to litigation to depose an entity
                 whether or not that entity is a party to the litigation.
(877) 309-0175
                 This program will analyze strategies for using the
                 rule to overcome other limits imposed by the Rules
                 and to obtain testimony of an entity's agent.



                 This two-part program will examine new rules of
                 evidence governing the admissibility of electronic
                 evidence -- evidence obtained from computer files,
(877) 309-0175   records and other electronic media. The program
                 will also review recent court responses to and
                 interpretations of the new rules, and emerging
                 strategies for in motion practice and trial.


                 This two-part program will examine new rules of
                 evidence governing the admissibility of electronic
                 evidence -- evidence obtained from computer files,
(877) 309-0175   records and other electronic media. The program
                 will also review recent court responses to and
                 interpretations of the new rules, and emerging
                 strategies for in motion practice and trial.


                 The seminal case of Daubert and a series of
                 subsequent cases have remade the law pertaining to
                 the admission of scientific and technical evidence,
                 and even non-technical expert testimony. This two-
(877) 309-0175
                 part program will provide a review of the major
                 Supreme Court decisions affecting this area of law,
                 recent lower court decisions, and the practical
                 impact of the new regime on civil litigation.
                 The seminal case of Daubert and a series of
                 subsequent cases have remade the law pertaining to
                 the admission of scientific and technical evidence,
                 and even non-technical expert testimony. This two-
(877) 309-0175
                 part program will provide a review of the major
                 Supreme Court decisions affecting this area of law,
                 recent lower court decisions, and the practical
                 impact of the new regime on civil litigation.



                 This program will examine the key elements of
                 negotiating, structuring and drafting commercial
                 leases for office space. This is a companion to the
(877) 309-0175   program on leasing retail and manufacturing space.
                 The program will walk through the most highly
                 negotiated provisions of the agreement, focusing
                 on common pitfalls for landlords and tenants.


                 This program will examine the key elements of
                 negotiating, structuring and drafting commercial
                 leases for retail and manufacturing space. This is a
(877) 309-0175   companion to the program on leasing office space.
                 The program will walk through the most highly
                 negotiated provisions of the agreement, focusing
                 on common pitfalls for landlords and tenants.
                 Spouses are generally jointly and severally liable
                 for tax deficiencies and other tax penalties. The
                 benefits of filing a joint return can be easily offset
                 if one spouse causes the other to become liable for
(877) 309-0175
                 substantial sums of taxes. The "innocent spouse
                 defense" provides some relief to one of the
                 spouses. This program is intended for the non-tax
                 specialist and will provide an overview of the
                 Opinion letters play substantially important roles in
                 business transactions. This program will examine
                 the transactions in which letters coming are
(877) 309-0175
                 provided, the parties to the letters, the duties of
                 each party, underlying factual assumptions, and
                 professional ethics.




N/A              Long narrative previously distirbuted.




                 This program is a practical guide through the
                 intracacies of "like-kind" exchanges under Section
                 1031 of the tax code. Though the basic concept of
                 exchanges may be familiar, the practical process of
(877) 309-0175   identifying exchange property for the IRS, working
                 with intermediaries and understanding the motives
                 and tradeoffs of all of hte parties in the process is
                 more complex. This program will serve as a step-
                 by-step walk through the process.


                 The first of a seven-part series, this segment is an
                 overview of the economics of pulling a deal
                 together from the perspective of lawyers with
                 experience working with the financial pressures of
                 clients, including the differing economics for
(877) 309-0175   different types of development deals; varying
                 economic pressures at each stage of development
                 cycle; the impact of municipal regulation and
                 delays on timing and finance; and economic
                 pressure points of deal agreements
                 This quarterly update is intended to keep the estate
                 planner abreast of major legislative, regulatory and
                 case law developments in estate, gift and trust
(877) 309-0175   planning throughout the year. The program will
                 provide summaries of and citations to major
                 developments, gathering into one place all major
                 developments occurring since the last update.


                 In two parts, these programs will explore that
                 crucial time after a letter of intent has been signed
                 but before the real estate deal closes. Several
                 important areas will be explored, including special
(877) 309-0175
                 issues for land development deals, including
                 annexation, zoning and platting, and land use
                 concerns. The program will also explore title
                 issues and environmental liability.



                 This program will focus on the legitimate uses of
                 asset protection planning in bankruptcy. The
(877) 309-0175   program will focus on techniques for limiting credit
                 claims on certain types of property, both before
                 insolvency and after a petition has been filed.




                 • The Business Task: Help your clients identify
                 losers than can be winners
                 • The Legal Task: Acquire the value not the
N/A              liabilities
                 • Acquisitions out of bankruptcies
                 • Practical “loan to own” strategies
                 In two parts, these programs will explore that
                 crucial time after a letter of intent has been signed
                 but before the real estate deal closes. Several
                 important areas will be explored, including special
(877) 309-0175
                 issues for land development deals, including
                 annexation, zoning and platting, and land use
                 concerns. The program will also explore title
                 issues and environmental liability.


                 • Secured Transactions: Drafting effective finance
                 and security agreements
                 • Commercial Paper: Crucial Elements of
N/A              Enforceable Security Notes
                 • Equipment Leasing: “True leases” v. financings
                 • Sales: Agreements for the sales of goods



                 This program will provide estate and trust planners
                 and litigators an update on recent developments in
(877) 309-0175   fiduciary litigation. Among other topics covered
                 will be the prudent investor rule, trustee liability,
                 fiduciary removal, and the duty to disclose.


                 New IRC Section 409A imposes substantial new
                 restrictions on deferred compensation. Importantly
                 the rules are applicable to both public and private
                 companies. All companies must conform their
                 deferred compensation plans to the new rules by
(877) 309-0175   December 31, 2007. Failure to do so may result in
                 immediate taxation and substantial penalties.
                 Designed for the non-tax specialist, this program
                 will provide transactional attorneys a guide to the
                 most important rule changes as they advise their
                 clients before the year-end deadline.
                 This segment of the real estate series will focus on
                 the most highly negotiated provisions of
                 commercial real estate acquisition agreements, with
(877) 309-0175   particular focus on problem areas from the
                 perspective of both buyers and sellers, including
                 reps and warranties, deposits of money, and closing
                 conditions.


                 This program is our annual update of legislative,
                 regulatory and case-law developments under the
                 Americans With Disabilities Act. The program
(877) 309-0175
                 will cover developments in defining the scope of a
                 disability, reasonable accommodation issues, and
                 other topical developments in the last 12 months.




N/A              Long narrative previously distirbuted.




                 Public scandals related to non-profits has brought
                 renewed attention legislative and enforcement
                 activity. This program will review developments
(877) 309-0175
                 in corporate governance for non-profits, including
                 developments related to the tax-exempt status of
                 these organizations.


                 This segment of the real estate series will focus on
                 drafting the documents that fund and set up the
                 eventual profitability of a commercial real estate
(877) 309-0175
                 deal, including loan applications and commitments,
                 and terms of construction and permanent finance
                 agreements.
                 This program is a update on case law and
                 legislative changes affecting land use and the
                 seizure of property through eminent domain. The
(877) 309-0175
                 program will focus on the impact of those legal
                 developments on property owners, developers and
                 general community development.


                 The objective of this program is to enlighten the
                 participant in the many important aspects of
                 Internal Revenue Code 1031. This program is
                 comprehensive, covering all pertinent regulations,
(877) 309-0175
                 major cases and developments. The program
                 includes a discussion of the most advanced
                 exchanges such as Revenue Procedure 2000-37 and
                 various “parking arrangement” structures.


                 The tax and non-tax law and principles applicable
                 to corporate mergers is well known. Less familiar
                 are the principles applicable to the merger of two or
                 more LLCs, or the merger of LLCs into
(877) 309-0175
                 corporations. This program will provide a
                 practical instruction the tax and non-tax principles
                 of merging LLCs and merging LLCs into
                 corporations.

                 This program will review the legal foundation and
                 framework for planned communities, and
                 agreements for achieving stable governance of
(877) 309-0175   commonly owned residential buildings, including
                 key elements of home owner association
                 agreements, title and transfer issues, and special
                 issues for time shares and resort properties.
                 Small and commercial real estate purchased for
                 investment is often put under the management of a
                 professional or organization, freeing the investors
                 from day-to-day supervision of the property. This
(877) 309-0175
                 program will review the major financial,
                 operational and risk-based components of
                 management agreements used for commercial
                 properties.

                 This program will provide an intermediate level
                 introduction to the process of defending a client's
                 estate against an IRS estate or gift tax audit. The
(877) 309-0175
                 program will guide listeners through the steps in
                 the audit process and guidance from experts on
                 how to bring the audit to a successful close.



                 This program will review the bankruptcy
                 consequences when a commercial real estate deal
                 does not develop as planned or there is an
(877) 309-0175   economic downturn. The program will include a
                 discussion of the essentials of bankruptcy law in
                 real estate, including pre-planning, techniques for
                 limiting liability and post-petition strategies.




                 • Recent case law developments
                 • The planning advantages of lifetime transfers of
                 partnership interests by sale or gift
                 • “Control” planning with partnerships
N/A
                 • Charitable planning with partnerships, including
                 CRUT and CLAT planning
                 • Most content areas with the IRS, including gift on
                 formation and Section 2036 litigation
                 Real estate is often on the largest foundational
                 elements of a high net worth individual's estate.
                 This program will analyze practical techniques for
                 preparing real estate for transfer while minimizing
(877) 309-0175
                 taxation and achieving the benefactor's wishes.
                 Among other topics, the program will cover
                 illiquidity problems, asset restructuring, choice of
                 entity and lifetime gifting.


                 Real estate is often on the largest foundational
                 elements of a high net worth individual's estate.
                 This program will analyze practical techniques for
                 preparing real estate for transfer while minimizing
(877) 309-0175
                 taxation and achieving the benefactor's wishes.
                 Among other topics, the program will cover
                 illiquidity problems, asset restructuring, choice of
                 entity and lifetime gifting.


                 • Review of new Stark regulations
                 • Impact of new rules on provider practices and
                 hospitals
N/A              • Developments in payments to non-physician
                 medical professionals
                 • New Form 990
                 • Trends in health care litigation




                 Opinion letters play substantially important roles in
                 business transactions. This program will examine
                 the transactions in which letters coming are
(877) 309-0175
                 provided, the parties to the letters, the duties of
                 each party, underlying factual assumptions, and
                 professional ethics.
                 This program will provide estate and trust planners
                 and litigators an update on recent developments in
(877) 309-0175   fiduciary litigation. Among other topics covered
                 will be the prudent investor rule, trustee liability,
                 fiduciary removal, and the duty to disclose.



                 This program will provide transactional counsel
                 with a guide to legislative and case-law
(877) 309-0175   developments affecting LLCs and partnerships.
                 The program will include a discussion of securities
                 and bankruptcy related topics.

                 This program will review and analyze tax law
                 developments related affecting LLCs and
(877) 309-0175   partnerships. Among other areas, the program will
                 cover IRS regulatory activity in this area, proposed
                 legislative changes, and case law developments.


                 This program is our annual update of legislative,
                 regulatory and case-law developments under the
                 Americans With Disabilities Act. The program
(877) 309-0175
                 will cover developments in defining the scope of a
                 disability, reasonable accommodation issues, and
                 other topical developments in the last 12 months.



                 • Structuring the sale
                 • Developments in financing the deal
N/A              • Intellectual property
                 • Management compensation and continuity issues
                 • Tax structuring
                 This program will focus on the most common areas
                 of concern to small businesses in bankruptcy.
                 Among other topics, the program will discuss the
(877) 309-0175   bankruptcy implication's of the business's choice of
                 entity, liquidation and reorganization alternatives
                 and whether the owners want to reorganize the
                 business outside of the bankrupt entity.



                 This quarterly update is intended to keep the estate
                 planner abreast of major legislative, regulatory and
                 case law developments in estate, gift and trust
(877) 309-0175   planning throughout the year. The program will
                 provide summaries of and citations to major
                 developments, gathering into one place all major
                 developments occurring since the last update.

                 Ethical issues for attorneys are particularly acute in
                 estate planning because it involves the benefactor's
                 final wishes and the often competing claims of
                 family members -- all of which may arise at a
(877) 309-0175   difficult time in the life of the family. This
                 program will examine common ethical dilemmas
                 for estate planners. Among other areas, the
                 program will cover legal fee disputes, representing
                 multiple family members, and sharing information




(877) 309-0175   Long narrative previously distribtued.
                 UCC Article 2 governs sales. This program will
                 provide commercial and business counsel with an
                 update on proposed changes to UCC Article 2, case
(877) 309-0175   law developments and trends in practice. Among
                 other topics, the program will cover warranties,
                 disclaimers, cancellations and statute of frauds
                 issues.


                 • New rules of electronic evidence
                 • Developments in the admission of scientific and
N/A              technical evidence
                 • The ethics of using metadata
                 • Practical tips in working with expert witnesses



                 This annual two-part update on practical lawyer
                 ethics will focus on developments under the Model
                 Rules of Professional Responsibility, as adopted by
(877) 309-0175   most states. As in years past, the program will use
                 a scenario-driven format for the panel. The
                 program will focus on the practical ethical concerns
                 that arise for lawyers in everyday practice.


                 This annual two-part update on practical lawyer
                 ethics will focus on developments under the Model
                 Rules of Professional Responsibility, as adopted by
(877) 309-0175   most states. As in years past, the program will use
                 a scenario-driven format for the panel. The
                 program will focus on the practical ethical concerns
                 that arise for lawyers in everyday practice.
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Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




 Advanced




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




 Advanced
Intermediate




 Advanced




Intermediate




Intermediate
Intermediate




Intermediate




 Advanced




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




Intermediate




Intermediate




 Advanced
Intermediate




Intermediate




 Advanced




Intermediate
Intermediate




Intermediate




Intermediate




Intermediate




 Advanced
Intermediate




Intermediate




Intermediate




Intermediate
Intermediate




 Advanced




Intermediate




Intermediate
Target Practice Areas:




Estate Planning, Family Law




Estate Planning




Business/Corporate
Business/Corporate




Uniform Commercial Code, Real Estate




Business/Corporate, Estate Planning
Estate Planning, Tax




Business/Corporate, Estate Planning




Estate Planning, Alternative Dispute Resolution, Ethics, Civil
Litigation




Professional/Responsibility/Ethics
Non-Profit, Tax




Professional/Responsibility/Ethics




Alternative Dispute Resolution, Ethics, Civil Litigation




Non-Profit, Business/Corporate, Real Estate/Land Use, General
Practice
Non-Profit, Business/Corporate, Real Estate/Land Use, General
Practice




Business/Corporate, Bankruptcy




Real Estate, General Practice




Employment Law, Civil Litigation
Ethics, Civil Litigation




Ethics, Civil Litigation




Business/Corporate, Bankruptcy, Tax




Business/Corporate
Business/Corporate




Business/Corporate, Health Law, Tax




Business/Corporate, Health Law, Tax




Business/Corporate, Tax
Real Estate, Bankruptcy




Ethics




Ethics




Business/Corporate, Health Law, Tax
Business/Corporate, Health Law, Tax




Employment Law, Civil Litigation




Business/Corporate, Estate Planning




Employment Law
Business/Corporate, Bankruptcy




Business/Corporate




Business/Corporate, Technology/Intellectual Property




Non-Profit, Tax
Estate Planning, Taxation




Estate Planning/Administration, Civil Litigation




Estate Planning, Family Law




Business/Corporate, Tax
Business/Corporate, Tax




Real Estate, Bankruptcy




Business/Corporate, Tax
Business/Corporate, Tax




Professional/Responsibility/Ethics




Estate Planning, Tax




Estate Planning, Employment Law




Professional/Responsibility/Ethics
Real Estate, Bankruptcy




Business/Corporate, Bankruptcy




Estate Planning




Alternative Dispute Resolution, Ethics, Civil Litigation
Non-Profit, Tax




Estate Planning, Alternative Dispute Resolution, Ethics, Civil
Litigation




Employment Law




Uniform Commercial Code, Business/Corporate
Estate Planning/Administration, Family Law




Real Estate, Tax




Real Estate, Tax, Estate Planning/Administration




Real Estate, Environmental
Business/Corporate, Tax




Business/Corporate, Tax




Business/Corporate, Tax
Real Estate, Insurance




General Practice, Tax, Family Law




Estate Planning/Administration, Family Law




Business/Corporate, Civil Litigation
Real Estate, Civil Litigation, Land Use




Real Estate, Civil Litigation, Land Use




Real Estate, Civil Litigation, Land Use




Employment Law
Civil Litigation




Civil Litigation




Civil Litigation




Civil Litigation
Civil Litigation




Real Estate




Real Estate




Tax, Family Law, General Practice
Business/Corporate, Ethics




Business/Corporate, Bankrtupcy, Finance, Real Estate




Real Estate, Tax




Real Estate
Estate Planning




Real Estate




Business/Corporate, Bankruptcy




Business/Corporate, Bankrtupcy, Finance, Real Estate
Real Estate




Commercial Law, Secured Transactions, Business/Corporate




Estate Planning, Civil Litigation, Tax




Employment, Business, Tax
Real Estate




Employment Law




Business/Corporate, Bankrtupcy, Finance, Real Estate




Non-Profit, Business/Corporate




Real Estate, Land Use
Real Estate, Land Use




Real Estate, Tax




Business/Corporate, Tax




Real Estate
Real Estate, Land Use




Estate Planning, Tax




Real Estate




Estate and Trust Planning
Estate Planning, Real Estate, Tax




Estate Planning, Real Estate, Tax




Non-Profit, Health Care, Business/Corporate




Business/Corporate, Ethics
Estate Planning, Civil Litigation, Tax




Business/Corporate




Business/Corporate, Tax




Employment Law




Business/Corporate, Tax
Business/Corporate, Bankruptcy




Estate Planning




Estate Planning, Ethics




Litigation, Evidence, Criminal Lawa
Uniform Commercial Code, Business/Corporate




Litigation, Ethics




Ethics




Ethics
WEBCREDENZA, INC. -- Master Program Tracking
2006 Calendar

 January:   Telecom. Res. #   WC Program #




   10          2389081          0106001




   17          2390032          0106002
19   2390692   0106003




24   2390834   0106004
   25       2390993   0106005




February:




   7        2391325   0106006




   8        2391488   0106007
  14     2391737   0106008




  21     2391871   0106009




  22     2392193   0106010




March:




  2      2392655   0106011
  14     2392797   0106012




  21     2392931   0106013




  28     2396722   0106014




April:
4    2397118   0106015




11   2397514   0106016




12   2397624   0106017




18   2397738   0106018
 25    2397847   0106019




May:




 2     2397946   0106020




 9     2398045   0106021
16   2398199   0106022




17   2398318   0106023




23   2398390   0106024
 30     2398467   0106025




June:




 6      2398529   0106026




 7      2665026   0106027
13   2398611   0106028




14   2398665   0106029




20   2398725   0106030
 22     2398802   0106031




 27     2398866   0106032




 28     2398930   0106033




July:




 11     2398989   0106034




 13     2399053   0106035
  18      2399119   0106036




  20      2399119   0106037




  25      2399164   0106038




August:
1    2399293   0106039




8    2399350   0106040




10   1813351   0106061




16   1813665   0106062
   23        1813784   0106063




   30        1813893   0106064




September:




    5        2399388   0106041
12   2399454   0106042




13   1815156   0106065




19   2399485   0106043




20   1836741   0106066




26   2399542   0106044
  27       1838628   0106067




October:




   3       2399568   0106045




   4       1840260   0106068




  10       2399605   0106046




  17       2399642   0106047
   24       2399685   0106048




November:




   14       2399734   0106049




    7       2399782   0106050




    8       2399805   0106051
   21       2399843   0106052




   28       2399891   0106053




   30       2399912   0106054




December:




    5       2399938   0106055
7    2399968   0106056




12   2400112   0106057




13   2400200   0106058
19   2400325   0106059




21   2400416   0106060
Master Program Tracking


         Program Name:                                    Dial-In Number:




         Drafting Legal Opinions                          (877) 309-0175




         Estate Planning for Transfers of Real Property   (877) 309-0175
Defending Clients Against IRS Audits                       (877) 309-0175




Understanding the Fundamentals of Securities Law, Part 1   (877) 309-0175
Understanding the Fundamentals of Securities Law, Part 2   (877) 309-0175




Structuring Minority Interests in Businesses               (877) 309-0175




Charitable Giving of Insurance Proceeds                    (877) 309-0175
Update for Attorneys Advising MDs                                (877) 309-0175




Structuring Acquisitions & Dispositions of Real Estate, Part 1   (877) 309-0175




Structuring Acquisitions & Dispositions of Real Estate, Part 2   (877) 309-0175




Structuring, Administering and Defending FLPs                    (877) 309-0175
2006 UCC 3 (Negotiable Instruments/Commercial Paper) Update       (877) 309-0175




Employment Taxes: Principles and Techniques in S Corps and LLCs   (877) 309-0175




2006 Estate Planning Valuation Update                             (877) 309-0175
Letters of Credit: Use in Business and Commercial Transactions   (877) 309-0175




Allocating the Economic Interests of LLC Members, Part 1         (877) 309-0175




Allocating the Economic Interests of LLC Members, Part 2         (877) 309-0175




Drafting Shareholder Agreements: Promoting Business Stability    (877) 309-0175
Religious Discimination in the Workplace: Developments in Law                             (877) 309-0175




Sometimes It's All About Losses: Understanding the "Passive Activity" and "At Risk" Limitations 309-0175
                                                                                             (877)




Regulation of Debt Collection Activities                                                  (877) 309-0175
Estate Planning for the Non-Traditional Family, Part 1                  (877) 309-0175




Estate Planning for the Non-Traditional Family, Part 2                  (877) 309-0175




Liability Issues for Trustees: What a Trustee Must Tell Beneficiaries   (877) 309-0175
Malpractice Insurance: What Attorneys Should Know   (877) 309-0175




2006 Estate Planning Update, Part 1                 (877) 309-0175




2006 Estate Planning Update, Part 2                 (877) 309-0175
Creative Tax Planning for Real Estate Transactions, Part 1   (877) 309-0175




Creative Tax Planning for Real Estate Transactions, Part 2   (877) 309-0175




HIPAA Implications for Estate Planning                       (877) 309-0175
Retaliation Claims in Employment Litigation             (877) 309-0175




Practical Ethics for Lawyers: 2006 Update, Part 1       (877) 309-0175




Practical Ethics for Lawyers: 2006 Update, Part 2       (877) 309-0175




Circular 230 & Estate Planners: One Year Developments   (877) 309-0175




2006 UCC Article 9 (Secured Transasctions) Update       (877) 309-0175
2006 UCC Article 2 (Sales) Update                                                (877) 309-0175




Metadata: Discovering the Secrets of Your Records Before Opposing Counsel Does   (877) 309-0175




Problem Employees: Making the Case and Limiting Liability for Discharge          (877) 309-0175
2006 Land Use Update                                                                  (877) 309-0175




Basics of Advertising Law                                                             (877) 309-0175




REAL ESTATE SEGMENT 1: Law and Economics: Understanding How the Deal Comes Together   (877) 309-0175




REAL ESTATE SEGMENT 2: Preparing the Deal, Part 1, Due Diligence                      (877) 309-0175
REAL ESTATE SEGMENT 3: Preparing the Deal, Part 2, Title, Survey, And Environmental Issues   (877) 309-0175




REAL ESTATE SEGMENT 4: Getting the Property in the Right Way: Acquisition Agreements         (877) 309-0175




Age Discrimination in Employment Law and Litigation                                          (877) 309-0175
FAQ on Trusts Used in Charitable Giving and Estate Planning      (877) 309-0175




REAL ESTATE SEGMENT 5: Financing the Deal                        (877) 309-0175




Hidden Tax Traps in Forming LLCs and Partnerships                (877) 309-0175




REAL ESTATE SEGMENT 6: Common Ownership: Condominiums and More   (877) 309-0175




2006 Update on Charitable Giving                                 (877) 309-0175
REAL ESTATE SEGMENT 7: When the Deal Goes Bad: Bankruptcy Issues in Real Estate Deals            (877) 309-0175




Director and Officer Liability: Sources of Liability and Techniques to Limit Liability           (877) 309-0175




REAL ESTATE SEGMENT 8: End Game: Tax Planning Essentials from Acquisition to Exit Capital Gain   (877) 309-0175




Employee Leave Laws                                                                              (877) 309-0175




Malpractice Claims Against Expert Witnesses                                                      (877) 309-0175
2006 ADA Update                                                      (877) 309-0175




Innocent Spouse Defense: What Family Law Practitioners Should Know   (877) 309-0175




Elder Law and Estate Planning, Part 1                                (877) 309-0175




Elder Law and Estate Planning, Part 2                                (877) 309-0175
The Nuts and Bolts of Private Placements                      (877) 309-0175




Post-Mortem Estate Planning                                   (877) 309-0175




Tax Planning for Conservation Easements                       (877) 309-0175




                                                              (877) 309-0175




Sales, Exchanges and Transfers of LLC/Partnership Interests   (877) 309-0175
Business Finance: What Attorneys Should Know Before Advising Clients   (877) 309-0175




Estate Planning for Family Businesses, Part 1                          (877) 309-0175




Estate Planning for Family Businesses, Part 2                          (877) 309-0175
Family Fueds: Planning to Avoid Estate Litigation   (877) 309-0175




Attorney Ethics in Negotiations                     (877) 309-0175
Brief Program Description:                              Level of Difficulty
Opinion letters in business transactions involve the
exercise of professional judgment regarding a legal
matter. Although they do not involve a guaranty,
they do require the exercise of professional care
and are essential to closing most larger business
transactions. This program will examine the                                   Intermediate
several important aspects of opinion letters in
business transactions, including the role and duties
of various parties, underlying factual assumptions,
the process of writing an opinion letter, and
professional ethics.
Real estate holdings, whether raw land or
developed property, are a source of vast wealth in
the United States and often form a large share of
the property transferred from senior to junior
generations. Estate planning for the transfer of real                         Intermediate
property can involve sophisticated tax. This
program is intended to provide practical advice on
techniques for transferring property while
minimizing transfer taxes.
One of the most difficult times for an individual
client is when his tax returns are audited by the
IRS. Individual clients often rely on legal counsel
to help guide them through the process of
responding to and sometimes defending against
IRS claims. This program will be led by one of the
nation’s foremost private practitioners defending
                                                       Intermediate
individual and business clients against IRS audits
and the National Taxpayer Advocate, the most
senior official of the IRS charged with providing
assistance to individual taxpayers. The program
will provide an overview of the audit process, key
decision points in the process, and practical
guidance in providing advice to your clients

Federal regulation of corporate and other securities
under Securities Act of 1933 and the Exchange Act
of 1934 form a dense maze of rules and
regulations. Successfully guiding clients and
structuring their transactions to comply with the
regulations can be a daunting task for transactional
                                                       Intermediate
attorneys who do not specialize in securities law.
This program is intended to provide an overview of
the regulatory regime and several keys areas that
impact common business transactions, including
disclosure requirements, antifraud provisions, and
exemptions to registration of securities.
Federal regulation of corporate and other securities
under Securities Act of 1933 and the Exchange Act
of 1934 form a dense maze of rules and
regulations. Successfully guiding clients and
structuring their transactions to comply with the
regulations can be a daunting task for transactional
                                                             Intermediate
attorneys who do not specialize in securities law.
This program is intended to provide an overview of
the regulatory regime and several keys areas that
impact common business transactions, including
disclosure requirements, antifraud provisions, and
exemptions to registration of securities.



This program will focus on the corporate and non-
corporate structuring techniques available for non-
majority ownership interests in a business. Both
corporate and non-corporate alternatives will be
                                                             Intermediate
explored with a focus on stable ownership
structures and efficient and fair liquidation of
minority interests that do not disrupt business
operations.
This program will focus on gifting of substantial
sums of money paid out as distributions of a life
insurance policy to charitable organizations.
Involving the complexities of insurance and federal    Intermediate to Advanced
gift and estate tax, this program will detail
techniques for achieving the benefactor's charitable
wishes while minimizing taxation.
Medical practices are complex organizations that
require sophisticated legal advice. This program is
our 2006 update on the statutory, regulatory and      Intermediate
enforcement-based legal developments affecting
the way physicians practice.

In two parts, this program will examine the stages
and documentation involved with acquiring real
estate for commercial development. Among other
                                                      Intermediate
areas, it will focus on acquisition agareements,
representations, warranties, indemnities, closing
requirements, and broad income tax considerations.

In two parts, this program will examine the stages
and documentation involved with acquiring real
estate for commercial development. Among other
                                                      Intermediate
areas, it will focus on acquisition agareements,
representations, warranties, indemnities, closing
requirements, and broad income tax considerations.



Family Limited Partnerships are among the most
popular vehicles for passing businesses and other
forms of wealth between generations of family.
This program will provide an intermediate-level       Intermediate
guidance about structuring and administering FLPs
to withstand the scrutiny and possible challenge of
the IRS.
Article 3 of the Uniform Commercial Code governs
negotiable instruments/commercial paper -- short-
term, unsecured loans by corporations and other
businesses, typically to finance inventories and
                                                      Intermediate
accounts receivable. This program will legal
developments affecting businesses, including those
related to consumer transactions and electronic
transactions.
This program will outline the substantial
differences in the application of FICA in the
context of S Corps and LLCs, the two most popular
choices of entity for small and medium size           Intermediate
businesses. The program will devote significant
attention to the planning opportunities and
techniques for minimizing the incidence of FICA
tax on owner-employees.
So much of the success of an estate plan depends
on obtaining a certain valuation. This program will
review recent developments in valuing property
                                                      Intermediate
interests and businesses for purposes of estate
planning, and trends in valuation, including case
law developments.
Letters of credit are third party payment
mechanisms that are used to facilitate efficient
payment in commercial transasctions. This
program will review the various uses,                  Intermediate to Advanced
requirements, and parties involved in the use of
letters of credit, including a review of applicable
provisisions under UCC Article 5.
Among the most complex tasks of entity formation
is drafting the tax and financial allocation
provisions of LLC operating agreements. In two
parts, this program will focus on the federal income
                                                             Intermediate
tax regulations governing allocations, the
alternatives available to counsel drafting operating
agreements, and the real-world financial impact of
those choices on their clients.
Among the most complex tasks of entity formation
is drafting the tax and financial allocation
provisions of LLC operating agreements. In two
parts, this program will focus on the federal income
                                                             Intermediate
tax regulations governing allocations, the
alternatives available to counsel drafting operating
agreements, and the real-world financial impact of
those choices on their clients.
This program will provide practical guidance about
drafting the key provisions of shareholder
agreements, with an emphasis on achieving                    Intermediate
effective governance and transfer of ownership
interests over time.
One of the hottest topics in employment law and
the workplace is the growing the extent to which
employees can openly express their religious
beliefs and employers may restrict that expression.
This program will examine the law applicable to         Intermediate
these questions and provide guidance about
developing best practices to avoid complaints. The
program will feature the participation of a senior
official of the EEOC in Washington, D.C.


Business losses can be valuable to the owners of
the business if the losses can be used to offset
owner income from other sources. The challenge
for attorneys is structuring the business to pass the
losses through the owner and, more importantly, to
                                                        Intermediate
satisfy the passive activity loss and at-risk
limitations imposed by the Internal Revenue Code.
This program will review those restrictions and
techniques to effectively use business losses to
offset owner income from other sources.
Federal law imposes certain limits on debt
collection activities. This program will provide an
overview of the major provisions of Fair Debt
                                                        Intermediate
Collection Practices Act, discuss multi-state
regulatory and litigation trends, and provide
guidance on developing best practices.
Over time, family life has become more contractual
in nature, taking on new forms outside of
traditional marriage. Those new forms of familiy
relationships, often not recognized by law, pose a
                                                         Intermediate
series of challenges for estate planners advising
these families. In two parts, this program will
examine techniques for passing property amongst
non-traditional family members.
Over time, family life has become more contractual
in nature, taking on new forms outside of
traditional marriage. Those new forms of familiy
relationships, often not recognized by law, pose a
                                                         Intermediate
series of challenges for estate planners advising
these families. In two parts, this program will
examine techniques for passing property amongst
non-traditional family members.
There is an inherent tension between trustees and
beneficiaries, between those with a fiduciary duty
to preserve and grow property and those who often
want greater distributions out of a trust. This
                                                         Intermediate
program will examine the points of tension
between fiduciaries and beneficiaries, potential
fiduciary liability, and the obligations of disclosure
of fiduciaries.
This program will provide an overview of errors
and ommissions policies available to attorneys and
a detailed discussion of major clauses, with a focus
on providing practititoners key decision-points and
                                                       Intermediate
guidance for when they purchase or renew their
policies. The program will also related the policy
discussion to external legal/professional
obligations.


This two-part program will provide our annual
update of statutory, regulatory and case law
developments important to estate and trust
                                                       Intermediate
planners, with a focus on the practical impact of
legal changes on the advice planners give their
clients.
This two-part program will provide our annual
update of statutory, regulatory and case law
developments important to estate and trust
                                                       Intermediate
planners, with a focus on the practical impact of
legal changes on the advice planners give their
clients.
The federal income tax rules applicable to real
estate acquisition and development can be
complex, including the conversion of ordinary
income into capital gain, tax-deferred like-kind
exchanges, the application of loss-limitation rules   Intermediate
and many others. This two-part program will
provide real-world advice from experienced
practitioners on how to structure real estate deals
for maximum tax benefit.
The federal income tax rules applicable to real
estate acquisition and development can be
complex, including the conversion of ordinary
income into capital gain, tax-deferred like-kind
exchanges, the application of loss-limitation rules   Intermediate
and many others. This two-part program will
provide real-world advice from experienced
practitioners on how to structure real estate deals
for maximum tax benefit.
Patient privacy rules affect the work of estate
planners, from obtaining access to certain
documents and drafting medical powers of
attorneys to working with large organizations, such
                                                      Intermediate
as hospitals and nursing homes. This program will
provide practical guidance on working with patient
privacy rules to ensure efficient estate
administration.
There has been a sharp rise in the number of
retaliation claims according to the EEOC. This
program will review the sources of liability for
unlawful retaliation, including the Civil Rights Act,   Intermediate
the ADEA, and the ADA, and discuss best
practices for investigating and preventing
retaliation in the workplace.
In two-parts, this program will provide our annual
scenario-based discussion of major professional
                                                        Intermediate
responsibility/ethical developments affecting
practicing attorneys.
In two-parts, this program will provide our annual
scenario-based discussion of major professional
                                                        Intermediate
responsibility/ethical developments affecting
practicing attorneys.


The application of Circular 230 to the work of
estate planners was a watershed event that caused
substantial controversey and turmoil as estate
planners struggled to adapt. This program will
                                                        Intermediate
review the latest developments of applying Circular
230 to estate planning with an emphasis on
developing best practices after a year's worth of
experience under the new regieme.
From the perspective of legal counsel drafting a
financing statement, this program will review
                                                        Intermediate
developments in law affecting the way secured
transactions are documented and enforced.
Substantial revisions have been proposed to UCC
Article 2, which in most states govern the sale of
sales. This program will provide a review of
                                                       Intermediate
recently adopted changes, proposed future changes,
and case law developments affecting business
operations.

Metadata is unseen information in common text
files, such as briefs, contracts and pleadings. This
information can be as innocuous as indicating when
a document was created or revised -- or potentially
damaging, such as when the unseen information
contains edits, notes or other private data. This      Intermediate
program will examine the potential risk of sending
a document with metadata and using that
information. The program will also examine
technological solutions for eliminating metadata
and ethical implications.
Discharging an employee can be a task fraught with
potential liability, contractual and statutory in
nature, and which can disrupt a business'
operations. This program will examine sources of       Intermediate
liability and discuss techniques for minimizing that
liability by incorporating best practices into
workplace policies and procedures.
A year after the U.S. Supreme Court's blockbuster
decisions on the Takings Clause, lower courts,
legislators, developers, property owners and others
continue to come to grips with their implications.     Intermediate
This program will provide a broad-based update on
case law and legislative developments affecting
land development.
Virtually all businesses advertise to grow their
businesses. Although advertising using old and
new media is commonoplace, the law applicable to
advertising is less so. This program is intended as    Intermediate
a primer for counsel advising businesses on
regulatory restrictions on advertising and potential
sources of liability.




See lengthy program series narrative distributed
                                                       Intermediate
separately.




See lengthy program series narrative distributed
                                                       Intermediate
separately.
See lengthy program series narrative distributed
                                                         Intermediate
separately.




See lengthy program series narrative distributed
                                                         Intermediate
separately.




With a rapid aging population and better health
care, more people are staying in the workforce
longer than before. This raises a series of issues for
recruitment, hiring and training. This program will      Intermediate
focus on trends in litigation in this area and
developing best practices for employers to avoid
age-based discrimination claims.
This program will provide a guide to the dense
world of trust law in the context of charitable
giving, including an overview of the types of trusts,   Intermediate
their advantages and disadvantages, and techniques
for using them in charitable giving plans.



See lengthy program series narrative distributed
                                                        Intermediate
separately.


Partnerships and LLCs taxed are partnerships are
very flexible organizations that offer more
structuring alternatives than the traditional
corporation, but often overlooked is the price of
                                                        Intermediate
that flexibility -- in this case, a dense maze of
federal income tax regulations that pose pitfalls for
the uninitiated. Thsi program will examine those
pitfalls and practical strategies for avoiding them.
See lengthy program series narrative distributed
                                                        Intermediate
separately.
This program will provide our annual update on the
legislative, regulatory and practice-based
                                                        Intermediate
developments affecting the advice legal counsel
provide benefactors in their chartiable giving plans.
See lengthy program series narrative distributed
                                                      Intermediate
separately.




Increased public attention, shareholder and
legislative activism and case law has re-focused
attention on the crucial role directors play in
governing a business. This program program will       Intermediate
examine the sources of liability for directors who
violate their fiduciary responsibilities to the
corporation and its shareholders.
See lengthy program series narrative distributed
                                                      Intermediate
separately.
This program will provide an overview of
employment law governing employee leave,
including the FMLA, and discuss best practices for    Intermediate
implementing compliant and effective leave
policies.
The outcome of a trial may depend on testimony of
experts. But what if the testimony is faulty or the
expert does not have the expertise he professed?
Does trial counsel have a claim against the expert?   Intermediate
Does the client have a claim against the expert
and/or the lawyer? The answer to these and related
issues will be examined by this program.
This program will examine statutory, regulatory,
enforcement and case law developments under the
Ameicans with Disabilities Act in the last twelve
                                                         Intermediate
months, with an emphasis on trends in litigation
and developing best practices to ensure compliance
and avoid liability.


Spouses are generally jointly and severally liable
for tax deficiencies and other tax penalties. The
benefits of filing a joint return can be easily offset
if one spouse causes the other to become liable for
substantial sums of taxes. The "innocent spouse
                                                         Intermediate
defense" provides some relief to one of the
spouses. This program is intended for the non-tax
specialist and will provide an overview of the
defense and practical advice on how to successfully
assert it.
This two-part program will focus on estate
planning challenges and techniques for the elderly,
including the provision of long-term care, wealth        Intermediate
preservation, funding health care needs, and
nursing home issues.
This two-part program will focus on estate
planning challenges and techniques for the elderly,
including the provision of long-term care, wealth        Intermediate
preservation, funding health care needs, and
nursing home issues.
Private placements are used by businesses to raise
funds from private sources. This program will
provide an overview of the private placement
process, including drafting key provisions of the      Intermediate
subscription agreements, utilizing exemptions from
registrations, and practical advice on working with
investors and other finance professionals.
Although estate planning tyipcally and most
effectively occurs before death, there are still
planning opportunities after a clietn has died. This
program will examine the tax elections and             Intermediate
techniques available to planners advising families
about estate administration after the death of the
benefactor.
Conservation easements are restrictions placed on
the development or use of property. In exchange
for imposing the property restrictions, the property
owner may obtain certain significant tax benefits.     Intermediate
Thi s program will examine the income tax benefits
available for conservation easements and provide
practical guidance on how to obtain them.



The tax and non-tax implications of transfering
LLC and partnership interests is distinct from the
most familiar transfers of corporate stockholdings.
                                                       Intermediate
This program will examine the income tax and non-
tax impact of transfers of LLC/partnership interests
both on the individual holder and the organization.
This program will provide a primer on accounting
and corporate finance issues for attorneys advising
businesses. One of the challenges of structuring
and negotiating business transactions is having a
grasp of the underlying financial and finance
                                                        Intermediate
realities of the deal, decision points which motivate
the transasction more than legal issues.
Understanding these issues goes beyond a legal
education -- this primer is essential learning for
attorneys advising businesses.
Some of the most rapidly growing and dynamic
businesses are familiy-owned. The challenge of
transfering a stable business from senior to junior
generation can be particularly acute when set
against the backdrop of intra-family issues. Led by     Intermediate
leaders on the topic, this two-part program will
provide a comprehensive overview of working with
families plan for the efficient and predictable
transfer of ownership of their business.
Some of the most rapidly growing and dynamic
businesses are familiy-owned. The challenge of
transfering a stable business from senior to junior
generation can be particularly acute when set
against the backdrop of intra-family issues. Led by     Intermediate
leaders on the topic, this two-part program will
provide a comprehensive overview of working with
families plan for the efficient and predictable
transfer of ownership of their business.
Family disputes are never so protracted or pitched
as when it involves competing claims over family
property after the death of the benefactor. This
                                                      Intermediate
program will examine common sources of dispute
and provide practical planning ideas for preventing
post-death litigation.
What specific professional obligations does an
attorney have when entering negotiations with
another attorney? This program will examine the
                                                      Intermediate
standards of conduct applicable to attorneys in
negotiations, including those honesty, avoiding
deception, and potential duties to disclose.
Target Practice Areas:




Business/Corporate, Commercial/Secured Transactions, Tax, General
Practice




Estate Planning/Administration, Real Estate, General Practice
Estate Planning/Administration, Real Estate, General Practice




Business/Corporate
Business/Corporate




Business/Corporate




Estate Planning/Administration, Tax
Business/Corporate, Health Care, Tax




Real Estate, Corporate/Business




Real Estate, Corporate/Business




Estate Planning/Administration, Family Law
Business/Corporate, Commercial/Secured Transactions




Business/Corporate, Tax




Estate Planning/Administration
Business/Corporate, Commercial/Secured Transactions




Business/Corporate, Tax




Business/Corporate, Tax




Business/Corporate, Tax
Employment, Civil Litigation




Business/Corporate, Tax




General Practice, Commercial/Secured Transactions, Business/Corporate
Estate Planning/Administration, Family Law




Estate Planning/Administration, Family Law




Fiduciary, Civil Litigation, Estate Planning/Administration
General Practice, Professional Responsibility/Ethics




Estate Planning/Administration




Estate Planning/Administration
Real Estate, Tax, Business/Corporate




Real Estate, Tax, Business/Corporate




Health Care, Estate Planning/Administration, General Practice
Employment, Civil Litigation




Professional Responsibility/Ethics




Professional Responsibility/Ethics




Estate Planning/Administration, Professional Responsibility/Ethics




Commercial/Secured Transactions, Business/Corporate
Commercial/Secured Transactions, Business/Corporate




Civil Litigation, Professional Responsibility/Ethics




Employment, Civil Litigation
Real Estate, Civil Litigation, Business/Corporate




Business/Corporate, Technology/Intellectual Property




Real Estate




Real Estate
Real Estate




Real Estate




Employment, Civil Litigation
Estate Planning/Administration, Non-profit/charitable




Real Estate




Business/Corporate, Tax




Real Estate




Estate Planning/Administration, Non-profit/charitable
Real Estate




Business/Corporate, Civil Litigation




Real Estate




Employment, Business/Corporate




Professional Responsibility/Ethics, Civil Litigation
Employment, Business/Corporate




Tax, Familiy Law, General Practice




Estate Planning/Administration, Family Law




Estate Planning/Administration, Family Law
Business/Corporate




Estate Planning/Administration, Family Law




Real Estate, Tax, Estate Planning/Administration




Business/Corporate, Tax
Business/Corporate




Estate Planning/Administration, Family Law, Tax, Business Corporate




Estate Planning/Administration, Family Law, Tax, Business Corporate
Estate Planning/Administration, Civil Litigaiton




Professional/Responsibility/Ethics
WEBCREDENZA, INC. -- Master Reference Guide
2005 Calendar (updated September 6, 2005)

 January:   Telecom. Res. #   WC Program #
    11          3195509         0105001
    12          3200035         0105002
    25          3200283         0105003

February:
    1          3200332          0105004
    2          3199783          0105005
   15          3200036          0105006
   22          3200246          0105007
   23          3200094          0105008

 March:
   3           5207545          0105009
   8           3200203          0105010
  15           3215847          0105011
  22           3215852          0105012
  29           3200269          0105013

  April:




    5          4029377          0105014




    19         4029391          0105015




    27         4029402          0105016
 28    4029408   0105017




 29    4669422   0105053

May:




 3     4029416   0105018




 10    4030081   0105019




 17    4030091   0105020
 24     4030098   0105021




 26     4030107   0105022




June:



 2      4030116   0105023




 7      4030125   0105024




 15     4030134   0105025
 22     4030142   0105026




 23     5493871   0105054




 28     4030146   0105027




 29     4030171   0105028




July:



 6      4029350   0105029
7    4669409   0105053




12   4029380   0105030




14   4029389   0105031




19   7649354   0105055
   20        4029400   0105032




   27        4029410   0105033




 August:




    2        4029439   0105034




    9        4029446   0105035




September:
15   7649420   0105056




16   7649442   0105057




20   4029458   0105036
  28       4029463   0105037




October:




   4       4029468   0105038




  11       4029476   0105039




  18       4029489   0105040
   19       4030051   0105041




November:




    2       4029442   0105042




    3       4029449   0105043




    9       4029459   0105044




   15       4029465   0105045
   29       4029471   0105046




December:



    2       4029475   0105047




    6       4029480   0105048




    7       9347960   0105058




    8       4029482   0105049
13   4029490   0105050




15   4029557   0105051




16   4029994   0105052
Master Reference Guide
eptember 6, 2005)

         Program Name:
         Electronic Discovery and Evidence, Part 1
         Electronic Discovery and Evidence, Part 2
         Sales and Distribution Agreements for Businesses



         Insurance Planning and Strategies for Individuals and Estates, Part 1
         Insurance Planning and Strategies for Individuals and Estates, Part 2
         Update on Sales Contracts Under UCC Article 2
         Tax Treatment of Contingency Fee Awards After Banaitis v. Commissioner
         Update on Leasing Under UCC Article 2A



         Tax Law: New Standards for Practicing before the IRS
         Understanding the Federal Tax Aspects of Forming Limited Liability Companies
         Understanding the Allocation of LLC Financial and Tax Attributes
         The Financially Distressed Limited Liability Company: Substantive Legal and Tax Aspects
         Legal Aspects of Preparing Small and Medium Businesses for Sale




         Affirmative Action: Developments for Employment and Business Practitioners




         Secrecy and the Courts: Protective Orders and Access to Court Records




         Key Elements in Drafting Commercial Leases, Part 1
Key Elements in Drafting Commercial Leases, Part 2




Criminal Procedure: Sentencing Decisions After Booker and Fanfan




Asset Protection for the Elderly: Saving the Work of a Lifetime from Depletion




Acquisitions of Bankrupt or Financially Distressed Businesses




Administration of Family Limited Partnerships
Discovery Practice in Employment Litigation




Update for Practitioners Advising Health Care Organizations




2005 Insurance Update: Coverage and Litigation




Demystifying Employee Retirement Plans: Guidance for the Non-Specialist




Environmental Liability in Real Estate Transactions
What's New in Estate Planning: Select Developments




Circular 230 & New Standards of Practice: What It Means For Estate & Gift Tax Practitioners




ABA Model Rules: A Practical Update on Ethics for Practicing Attorneys, Part 1




ABA Model Rules: A Practical Update on Ethics for Practicing Attorneys, Part 2




Environmental Law Update
Offers-in-Compromise: Settling Disputes With the IRS




How to Correct Estate Planning Errors After Death




Identify Theft: Protecting Your Client's Good Name




Grokster v. MGM: Impact on Technology, IP, and Business Practice
Developments in Class Action Lawsuits




The World at Your Doorstep: Immigration Law Aspects of Employment and Business Transactions




Employee Health Insurance: A Guide for Practitioners Advising Businesses




Expert Witnesses: From Hiring to Testimony
EEOC Mediation Program: Practical Guidance on Settling Employment Disputes Without Litigation, Part 1




EEOC Mediation Program: Practical Guidance on Settling Employment Disputes Without Litigation, Part 2




Land Use Law: Update on Federal Control of Local Use
Ethical Issues in ADR and Mediation




Employment Law: Developments in Preventing and Investigating Harrassment




Update on Health Care Litigation




Fundamentals of Licensing or Transfering Technology, Part 1
Fundamentals of Licensing or Transfering Technology, Part 2




Financing Real Estate Transactions: What Transactional Attorneys Should Know, Part 1




Financing Real Estate Transactions: What Transactional Attorneys Should Know, Part 2




Estate Planning for Qualified Plan & IRA Proceeds




Settlement Strategies in Employment Litigation
Update on Advising Non-Profit Organizations




Americans With Disabilities Act Update




Negotiating and Structuring the Sale of Private Businesses: Non-Tax Considerations




Impact of the New Bankruptcy Law on Asset Protection Planning




Taxing Planning Aspects of Mergers, Sales and Spinoffs
Fiduciary Litigation Update




Ethical Issues in Civil Litigation, Part 1




Ethical Issues in Civil Litigation, Part 2
                                                           Dial-In Number:   Level of Difficulty:
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate



(Lengthy narrative distributed.)                           (877) 309-0175    Advanced
(Lengthy narrative distributed.)                           (877) 309-0175    Advanced
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate



(Lengthy narrative distributed.)                           (800) 289-0494    Advanced
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate
(Lengthy narrative distributed.)                           (877) 309-0175    Intermediate




The Supreme Court has issued a series of high-profile
decisions in the area of affirmative action in academia.
The attention paid to these decisions often serves to
obscure the larger and more commonplace world of
                                                          (877) 309-0175     Intermediate
business and employer compliance with affirmative
action in hiring and contracting. This program will focus
on principles and developments in affirmative action
compliance in these areas.

(Lengthy narrative distributed during week of April 21.)   (877) 309-0175    Intermediate
Drafting commercial leases for office and retail space is
a complex undertaking. It requries understanding the
financial motivations of lenders and the operational
needs of an individual client. It also requires planning for
contingencies like bankruptcy, changes of property (877) 309-0175            Intermediate
ownership, subleasing, and capital improvements. This
program will provide a detailed discussion of the major
areas of commercial leasing from the perspective of
landlords and tenants.
Drafting commercial leases for office and retail space is
a complex undertaking. It requries understanding the
financial motivations of lenders and the operational
needs of an individual client. It also requires planning for
contingencies like bankruptcy, changes of property (877) 309-0175           Intermediate
ownership, subleasing, and capital improvements. This
program will provide a detailed discussion of the major
areas of commercial leasing from the perspective of
landlords and tenants.
(Lengthy narrative distributed.)                         (877) 309-0175     Advanced




The population is aging rapidly as the proportion of
people over 70 grows and those under 15 drops. Some
estimate that 45% of the elderly require residential or
nursing care. Local authorities have a legal obligation to
provide certain care to the elderly. This is causing a
                                                           (877) 309-0175   Intermediate
growing tension between those authorities and estate
planners, whose traditional client-driven goal is to
preserve wealth and minimize taxation. This program
will examine strategies for preserving the assets of the
elderly and growing challenges to those plans.


A cottage industry has grown up around the acquiring
the assets of financially distressed businesses or their
assets at fire-sale prices. The rewards of doing so are
significant -- and so are the risks. This program will
                                                         (877) 309-0175     Intermediate
examine such acquisitions from both the perspective of
bankruptcy and business law, highlighting the crucial
areas that legal counsel should be attentive to as they
advise their clients in these transactions.

Family Limited Partnerships are among the most popular
choices of entity for implementing estate plans.
Although they offer numerous tax benefits, they are
under constant challenge by the IRS. One of the biggest
challenges of successfully defending against those
challenges is proper administration of FLPs. This (877) 309-0175            Advanced
program will review those areas where the
administration of FLPs most commonly falter, thus giving
rise to successful IRS challenges, and provide practical
tips for timely identifying those areas, preventing against
them and mitigating damage.
Discovery practice in employment litigation involves
sensitive issues of employee privacy and the
technological challenges of filtering through vast tracks
of electronic data, including e-mail, to identify telling
                                                          (877) 309-0175      Intermediate
pieces of evidence. This program will discuss discovery
strategies, defending discovery requests, negotiating
document production, and review developments in
discovery practice.

Hospitals and other large health care organizations have
suddenly become the focus of class-action lawsuits
challenging their non-profit status, IRS investigations into
management        compensation,       and   Congressional
investigations. In addition, the corporate governance
                                                             (877) 309-0175   Advanced
revolution wrought by the Sarbanes-Oxley Act of 2002
continues to roil internal governance of these
organizations. This program will discuss these and
other major developments and their impact on providing
legal advice to health care organizations.




This program will cover trends and developments in
asbestos and bankruptcy issues, construction defect
                                                          (877) 309-0175      Intermediate
claims, and employment practices liability, together with
issues to insurance coverage generally.

The range of retirement plan options available to
employers is vast -- and the various alternatives have a
language all their own. The challenge for legal counsel
is understanding the array of options available, their tax
and non-tax advantages and disadvantages, and helping (877) 309-0175          Intermediate
clients determine which is best for their employees and
helping them implement those plans. This program will
review the major alternatives and discuss how they may
be beneficial for various types of businesses.

This program will discuss the major sources of federal
liability in real estate transactions, including CERCLA
and RCRA. The program will discuss due diligence and
availability of environment insurance to protect against
                                                           (877) 309-0175     Intermediate
liability and provide practical tips for working with
environmental professionals in identifying issues of
concern and tips on drafting allocation of risk provisions
in real estate transactions.
There are constant changes to the law affecting estate
planning. This program will provide an annual update on
developments in federal statutory, regulatory and case
                                                        (877) 309-0175    Intermediate
law, including developments related to HIPAA, Family
Limited Parterships, charitable deductions, IRC § 643,
and more.




(Lengthy narrative distributed.)                       (877) 309-0175     Intermediate




This two-part program will provide listeners with an
update on proposed changes to the ABA Model Rules of
Professional Conduct and a broad-based review of
developments in practical lawyer ethics. The program
                                                         (877) 309-0175   Intermediate
will be organized in part by the discussion of scenarios
and include discussion developments related to conflicts
of interest, multiple representation, malpractice
insurance, and confidentiality.

This two-part program will provide listeners with an
update on proposed changes to the ABA Model Rules of
Professional Conduct and a broad-based review of
developments in practical lawyer ethics. The program
                                                         (877) 309-0175   Intermediate
will be organized in part by the discussion of scenarios
and include discussion developments related to conflicts
of interest, multiple representation, malpractice
insurance, and confidentiality.



This program will provide a statutory, regulatory and
case law update on major federal environmetnal
statutes, including CERCLA, RCRA, and NEPA. The (877) 309-0175            Intermediate
program will also examine proposed changes to the
statutes and their affect on evironmental protection.
Offers-in-compromise” are opportunities for taxpayers to
settle disputes with the IRS by paying less than the full
amount of a tax liability. With a growing backlog of
unrecovered and unrecoverable liabilities, the IRS in
recent years has begun to encourage taxpayers to make
offers-in-compromise. Unfortunately, the administrative
                                                          (877) 309-0175   Intermediate
process of submitting and obtaining approval of offers
has become more complicated. This program will
provide an overview of system of making offers, detail
the major key components of a successful offer, and
provide practical advice on drafting successful offers
and working with the IRS.


This program will focus on how estate planners can
correct mistakes in estate plans that are discovered after
the death of the taxpayer. The program will identify
common errors and review the the way in which certain (877) 309-0175       Intermediate
compliance elections, drafting and court orders can be
utilized to correct or minimize the adverse impact of the
errors -- on the client and the planner.

The spread of digital communications and the growth of
transactions on the World Wide Web have fostered
tremendous growth in identity theft. This program will
discuss what exactly constitutes identity theft, how it (877) 309-0175     Intermediate
happens, who is an identity thief, federal and state law
applicable to identity theft, and FTC enforcment activity
in this area.
The US Supreme Court recently handed down its long-
awaited decision in MGM v. Grokster, involving the use
of software to share copyrighted forms of entertainment.
The case has the potential to expand liability for a wide
variety of technology companies and those who invest in
those companies. Led by nationally recognized
intellectual property and business practitioners, this
program will examine the decision itself, the questions it
leaves unanswered, and the real-world implications for
technology-based businesses and their investors. The
program will look to the impact on the practices of
attorneys advising technology-based businesses, with a
particular focus on business implications.
In February, Congress passed legislation that would
move most larger, multistate class action lawsuits out of
state court and into federal court. In addition, the
legislation places certain restrictions on contingency fee
payments made to attorneys. The change in venue from
                                                           (877) 309-0175   Advanced
state courts to federal court for certain types of class
action suits is a major development and the culmination
of a long legislative struggle. This program will reveiw
the practical impact of the legislation on class action
litigation and other developments in this area.


Immigration law is no longer an area of practice limited
to specialists or to coastal or border practices. With tight
labor markets in certain skill sets and the transportation
revolution, attorneys nationwide who might never have
thought about immigration issues are now confronting (877) 309-0175         Intermediate
them in their employment law and business practices.
This program will review the major areas of immigration
law liability and ongoing compliance concerns commonly
confronted by non-immigration law specialists.




Health insurance costs continue to rise rapidly and yet
employers, in order to stay competitive in the labor
market, continue to expand the menu of options
available to their employees. As with retirement plans,
businesses seek advice from legal counsel about the
                                                        (877) 309-0175      Intermediate
best way to implement health insurance coverage in the
context of a comprehensive package for employees.
This program will examine the tax and non-tax benefits
available to employes electing to implement various
health insurance packages.


Led by experienced litigators, this program will review
expert witness hiring and depositions, including common
pitfalls, judicial application of the Daubert standards, (877) 309-0175     Intermediate
motions in limine and summary judgment practice, and
trends in expert testimony in state and federal courts.
The Equal Employment Opportunity Commission has
instituted a mediation program as an alternative to
resolving employee-employee disputes through the
traditional investigative and litigation process. The
program is widely misunderstood by practitioners as
constituting a formal adversarial process. Instead, the
EEOC mediation program offers an informal process in
which the EEOC acts as a neutral third party to help
                                                          (877) 309-0175   Intermediate
opposing parties reach a voluntary, negotiated resolution
of a dispute. The decision to mediate is completely
voluntary for the charging party and the employer,
confidential and free. In this two-day program, led by
EEOC Commissioner Leslie Silverman, senior staffers at
the EEOC, and leading private practitioners, this
program will examine the practical procedures and
benefits of mediation through the EEOC.



The Equal Employment Opportunity Commission has
instituted a mediation program as an alternative to
resolving employee-employee disputes through the
traditional investigative and litigation process. The
program is widely misunderstood by practitioners as
constituting a formal adversarial process. Instead, the
EEOC mediation program offers an informal process in
which the EEOC acts as a neutral third party to help
                                                          (877) 309-0175   Intermediate
opposing parties reach a voluntary, negotiated resolution
of a dispute. The decision to mediate is completely
voluntary for the charging party and the employer,
confidential and free. In this two-day program, led by
EEOC Commissioner Leslie Silverman, senior staffers at
the EEOC, and leading private practitioners, this
program will examine the practical procedures and
benefits of mediation through the EEOC.


This program will review the major sources of federal
statutory and regulatory restrictions on land use. The
program will also be devoted to examining three
anticipated U.S. Supreme Court rulings on the Takings
Clause. The court's decisions Kelo v. New London, (877) 309-0175           Intermediate
Lingle v. Chevron, USA, and San Remo Hotel v. San
Francisco are expected to have a major impact on the
government's ability to seize and otherwise regulate the
use of private real property.
As ADR generally and mediation specifically have
become accepted alternatives to litigation, increasing
attention has been paid to ethical issues in this context.
Do attorney have an obligation to advise clients of the
availability of mediation? What are the standards of (877) 309-0175        Intermediate
conduct for arbitrators and mediators -- do they have any
potential liability? What are the standards applicable to
counsel? This program will discuss these issues in a
practical, scenario-based setting.




This program will provide a case-law and practice
update on sexual harassment law. Covered topics
include same-sex sexual harassment, affirmative
defenses, and determining when a hostile work
environment exists and ascertaininig its severity. The (877) 309-0175      Intermediate
program will also provide practical advice to employers
on how to devise and implement effective programs for
preventing harassment, investigating complaints and
taking corrective action.

The volume of litigation in the health care industry has
grown substantially in recent years. Hospitals, nursing
homes, HMOs and others have become high profile
targets by private litigants and governmental agencies. (877) 309-0175     Intermediate
This program will review this trend, identify sources of
liability for health care organizations, and provide a
general update on litigation trends in this area.

Most of the value in the business and the national
economy today consists in intellectual assets such as
technology. As much as other types of "older" and more
familiar types of property, technology has its own
fundamental rules and forms of exploitation. This two-
part program will examine the major alternatives
                                                          (877) 309-0175   Intermediate
available to businesses in exploiting their technology,
provide practical guidance on the crucial provisions of
licenses, and review the unique rules of transferring
technology either in a sale or larger corporate
transaction. This is essential learning for all attorneys
advising businesses.
Most of the value in the business and the national
economy today consists in intellectual assets such as
technology. As much as other types of "older" and more
familiar types of property, technology has its own
fundamental rules and forms of exploitation. This two-
part program will examine the major alternatives
                                                          (877) 309-0175    Intermediate
available to businesses in exploiting their technology,
provide practical guidance on the crucial provisions of
licenses, and review the unique rules of transferring
technology either in a sale or larger corporate
transaction. This is essential learning for all attorneys
advising businesses.




Historically, real estate has been the greatest sources of
wealth generation in the United States. This two-part
program will take a comprehensive approach to real
                                                           (877) 309-0175   Intermediate
estate finance, from advising clients about choice of
entity, tax structuring considerations, negotiating and
documenting loan agreements, and many other issues.


Historically, real estate has been the greatest sources of
wealth generation in the United States. This two-part
program will take a comprehensive approach to real
                                                           (877) 309-0175   Intermediate
estate finance, from advising clients about choice of
entity, tax structuring considerations, negotiating and
documenting loan agreements, and many other issues.


Other than personal residences, retirement plans,
including Individual Retirement Accounts and proceeds
from qualifed plans, often are the largest assets of
individuals. This program will focus on the techniques
                                                           (877) 309-0175   Intermediate
and strategies of integrating these assets into estate
plans and on how estate planners can work with non-
attorney financial professionals to be achieve the tax and
non-tax objectives of clients.

The range of retirement plan options available to
employers is vast -- and the various alternatives have a
language all their own. The challenge for legal counsel
is understanding the array of options available, their tax
and non-tax advantages and disadvantages, and helping (877) 309-0175        Intermediate
clients determine which is best for their employees and
help them implement those plans. This program will
review the major alternatives and discuss how they may
be beneficial for various types of businesses.
This program will review recent developments in
charitable fundraising, grant-making, organizational
governance and enforcement activity by state attorneys (877) 309-0175      Intermediate
general. The program will also review recent statutory,
regulatory and case law developments.



The Americans With Disabilities Act continues to pose a
major compliance challenge for businesses and other
organizations in the workplace. This program will
                                                        (877) 309-0175     Intermediate
provide a review of recent csae law developments, and
administrative interpretation and enforcement activity
under the ADA.

Whether your client is a buyer or a seller, the purchase
or sale of a business is a transaction fraught with risk.
This program will identify and discuss the most crucial
non-tax considerations in negotiating and structuring a (877) 309-0175     Intermediate
business sales, from intellectual proeprty and
employment issues to transition agreements and
contractual audits.
Congress recently passed the most sweeping
bankrtupcy law in 27 years. The new law will have an
impact far beyond consumer and business bankrtupcy
practice. Many of its provisions will effect the asset
                                                        (877) 309-0175     Intermediate
protection branch of estate planning. This program will
examien the provisions of the new law effecting estate
planning practice and their impact on specific asset
protection techniques.
Businesses frequently reorganize lines of their
businesses and/or merge with or acquire other
businesses. Although driven by strategic and market-
based considerations in the main, these transactions
must comply with a set of complex federal income tax
provisions in order to ensure they achieve certain tax-
                                                          (877) 309-0175   Intermediate
and finance-based objectives. To the non-tax specialist,
these provisions can be daunting to master. This
program will focus on demystifying the tax structuring
considerations of these types of deals and is intended as
a companion to the Dec. 6 program on non-tax
considerations.
Immense attention has been paid in recent years to the
obligations and liability of fiduciaries -- whether corporate
directors or trustees. Fiduciary liability involves not only
high profile cases of corporate abuse but also the
                                                              (877) 309-0175   Intermediate
obligations and liability of trustees. This program will
review recent trends in trustee liability, provide a case
law update, punitive damages, and emerging methods of
measuring damages.

This two-part program will discuss the major ethical
issues arising in the litigation process, from discovery
and pre-trial motions through trial and post-judgment
activity. Taking a practical perspective, the program will (877) 309-0175      Intermediate
be driven by scenario-based discussions. The program
will also incorporate a review and analysis of case law
and rules-based developments.

This two-part program will discuss the major ethical
issues arising in the litigation process, from discovery
and pre-trial motions through trial and post-judgment
activity. Taking a practical perspective, the program will (877) 309-0175      Intermediate
be driven by scenario-based discussions. The program
will also incorporate a review and analysis of case law
and rules-based developments.
Target Practice Areas:
Civil Litigation
Civil Litigation
Commercial/Secured Transactions, Business/Corporate, Technology/Intellectual Property



Estate Planning/Administration, Insurance
Estate Planning/Administration, Insurance
Commercial/Secured Transactions, General Practice, Business/Corporate
Civil Litigation, Tax
Commercial/Secured Transactions, General Practice, Business/Corporate



Tax, Business/Corporate
Business/Corporate, General Practice, Commercial/Secured Transactions
Business/Corporate, General Practice, Commercial/Secured Transactions
Business/Corporate, General Practice, Commercial/Secured Transactions, Bankruptcy
Business/Corporate, General Practice, Tax, Commercial/Secured Transactions




Employment, Business/Corporate, Civil Litigation




Civil Litigation, Privacy, Family Law




Real Estate, Business/Corporate, General Practice, Commercial/Secured Transactions
Real Estate, Business/Corporate, General Practice, Commercial/Secured Transactions




Criminal Law/Procedure




Elder Law, Estate Planning/Administration, Healh Care, General Practice




Business/Corporate, Bankrtupcy, Tax




Estate Planning/Administration, Family Law
Employment, Civil Litigation




Business/Corporate, Health Care, Tax, Non-Profit




Insurance, Civil Litigation, Business/Corporate, Commercial/Secured Transactions




Business/Corporate, Tax, Employment




Real Estate, Environmental, Business/Corporate
Estate Planning/Administration




Estate Planning/Administration, Ethics/Professional Responsibility, Tax




Ethics/Professional Responsibility




Ethics/Professional Responsibility




Environmental, Real Estate
Tax, General Practice, Business/Corporate




Estate Planning/Administration




Technology/Intellectual Property, Business/Corporate
Civil Litigation




Immigration, Business/Corporate, General Practice, Commercial/Secured Transactions




Employment, Health Care, Business/Corporate, Tax




Civil Litigation
Employment, Civil Litigation, Alternative Dispute Resolution




Employment, Civil Litigation, Alternative Dispute Resolution




Environmental, Real Estate, Business/Corporate
Professional Responsibility/Ethics




Employment Law, Civil Litigation, Business/Corporate




Heatlh Care, Civil Litigation, Non-Profit




Technology/Intellectual Property, Business/Corporate, Commercial/Secured Transactions
Technology/Intellectual Property, Business/Corporate, Commercial/Secured Transactions




Real Estate, Business Corporate, Tax, Commercial/Secured Transactions




Real Estate, Business Corporate, Tax, Commercial/Secured Transactions




Estate Planning/Administration, Tax




Employment, Civil Litigation
Business/Corporate, Non-Profit, Health Care, Tax, Commercial/Secured Transactions




Employment, Civil Litigation, Business/Corporate, Commercial/Secured Transactions




Business/Corporate, Tax




Estate Planning/Administration, Bankruptcy




Business/Corporate, Tax
Estate Planning/Administration, Civil Litigation, Business/Corporate




Professional Responsibility/Ethics, Civil Litigation, General Practice




Professional Responsibility/Ethics, Civil Litigation, General Practice
WEBCREDENZA, INC. -- Master Program Tracking
2004 Calendar -- Home Study
 January:   WC Program #
    15        0104001
    22        0104002
    27        0104003
    29        0104004

February:

    10        0104005
    12        0104006
    24        0104007


    27        0104008

 March:
  16          0104009
  18          0104010
  23          0104011
  30          0104012

  April:
    1         0104013
     6        0104014
    20        0104015
    22        0104016

  May:
    4         0104017
    6         0104018
   11         0104019
   20         0104020

  June:
    1         0104021
    2         0104022
    8         0104023
   15         0104024
   22         0104025
   24         0104026

  July:
   15         0104027
   20         0104028
   22         0104029
   23        0104030

 August:
    3        0104031
   10        0104032
   24        0104033
   25        0104034

September:
     1       0104035
    14       0104036
    21       0104037
    22       0104038

 October:
     5       0104039
    12       0104040
    19       0104041
    26       0104042

November:
    5        0104043
    9        0104044
   16        0104045
   18        0104046

December:
    2        0104047
    7        0104048
    8        0104049
   14        0104050
   17        0104051
NZA, INC. -- Master Program Tracking
ar -- Home Study
         Program Name:
         The Availability of Punitive Damages After State Farm v. Campbell
         Family Limited Partnerships: New Uncertainty About Their Use in Estate Planning
         Employment Law: The Year in Review & A Look Forward
         Corporate Governance of Nonprofits: Emerging Models


         CAN-SPAM: New Federal Legislation on E-Mail, Consumer Protection & Marketing – Where
         E-mail Ends and Spam Begins
         Health Savings Accounts: A New Vehicle for Employees and Employers
         Estate Planning for All Seasons: How to Take Advantage of Low and Rising Interest Rates
         Prescription Drug Benefits/Drug Card Benefit Under Medicare: What it Means for Health Care
         Consumers and Providers


         Reform of the Fair Labor Standards Act: New Overtime Regulations Defining “Exempt” Employees
         Traps for the Unwary: Acquisitions of Closely Held Businesses
         Veterans’ Rights in Employment and Lending: Old Issues Made New Again
         Revised UCC Article 9: New Scope and Procedures


         Retaliation Claims in Employment Litigation: Developments in Liability and Defense
         What Every Practitioner Should Know About Immigration Law: The Growing Number of Issues for the Non-Specia
         Limited Liability Entities: Regulatory, Tax and Securities Developments
         Limited Liability Companies: Developments & Strategies in the Federal Tax Treatment of Service Providers


         Mortgage Foreclosures and Workouts: Trends and Strategies for Commercial Properties
         Ethical Issues in Representing Debtors & Creditors
         Health Care Providers: An Update On Important Legal Issues For Attorneys Advising MDs
         Attorney Liability in Asset Protection Cases


         Kimbell & Family Limited Partnerships: What The Fifth Circuit’s Decision Means For Planning And Litigation
         Buying and Selling Contaminated Properties In Commercial Real Estate Acquisitions: Risks and Opportunities
         Estate Planning & Trusts: Planning After New IRC § 643 Final Regulations
         Closing the Technological Frontier: What Your Clients Should Know About Their Current Obligation to Collect Sales Taxes on Internet Sa
         HIPPA & Estate Administration: What Estate Planners Need to Know About Patient Privacy
         Trends in Sexual Harassment Litigation & Employer Liability


         “Metadata” in Litigation: What Your Clients (and Their Computer Files) are Unwittingly Revealing About Their Case
         Spyware, Adware And Popups: From Annoyance To Illegality
         Structuring Real Estate Transactions For Optimal Tax Outcomes (Part 1 Of 2)
Structuring Real Estate Transactions For Optimal Tax Outcomes (Part 2 Of 2)


Recent Developments in Valuing Businesses and Property for Estate Planning
Drafting Broker and Sale Agreements in Consumer Real Estate Transactions: Traps for the Unwary
The Intellectual Property Aspects of Business Transactions: What Practitioners Should Know – Part 1
The Intellectual Property Aspects of Business Transactions: What Practitioners Should Know – Part 2


Higher Estate Tax Credit: Impact on Estate Planning, State Taxes, and Gifts
Malpractice Claims Against Expert Witnesses
Current Developments in Consumer Bankruptcy Practice – Part 1
Current Developments in Consumer Bankruptcy Practice – Part 2


Estate Planning for the Newly Divorced
The Longevity Revolution: Estate Planning & Other End of Life Issues for the Elderly
Employers & A Digital Workplace: How to Protect Your Trade Secrets in a Networked World
Americans With Disabilities Act (ADA) & Family and Medical Leave Act (FMLA) Update


Wage & Hour Update: New Overtime Rules and Other Developments From the Workplace
Evidentiary Problems in Employment Litigation
Ethical Issues in Employment Litigation
Business Planning with S Corporations


Corporate Governance Issues for the Small and Family Businesses
Estate and Business Planning for the Family Business
The 2004 Tax Act: New Opportunities (and Taxes) for Small and Big Businesses
The Rising Tide of Charitable Giving: A Legal Update
Ethical Issues for Estate Planners
ber of Issues for the Non-Specialist




n to Collect Sales Taxes on Internet Sales




About Their Case
                         This is the number assigned to the program by our
                         telecommunications provider. You may elect to include this
                         number in any confirmation you provide to your members. In
    Telecom. Res. #      the event they are not able to by reciting the name of the
                         program to the call center, they may use the reservation
                         instead. This is an elective process. It is not part of our
                         standard operating procedure.


                         This is the number assigned to the program by WC. It is used
                         to refer to the program without regard format. The number is
                         used for purposes of the live teleseminar, for home study
     WC Program #        orders of the program, and for on-demand registrations of the
                         program. SPECIAL NOTE: These numbers will not always be
                         in numerical sequence. For instance, when we add a special
                         program to the calendar, the number assigned to that program
                         will necessarily be out of numerical sequence.


                         This is the toll-free telephone number that you provide to your
                         members to access the program. Please do not assume that
                         this number is unchanging. Although WC endeavors for
Dial-In Number:          continuity in the dial-in number, changes in the
                         telecommunications industry sometimes requries that we use
                         different providers for programs, which in turn necessitates
                         different dial-in numbers. It is good practice to always refer to
                         this document to ensure you have the proper dial-in number.

                         This is WC's approximation of the level of difficulty of the
                         program. It indicates the knowledge and/or skill level that a
                         listener should bring to the program to obtain maximum value
Level of Difficulty:
                         from it. WC makes this approximation because certain bar
                         associations indicate in their marketing material the level of
                         difficulty of each program.

                         Many bar associations use targeted marketing for
Target Practice Areas:   teleseminars. In this column, we identify those practice areas
                         that should be most interested in the program.

				
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