California MCLE - Insurance Law Courses
This is a listing of Insurance Law CLE Courses for California. Please make your selection below of California CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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ERISA Claim Appeals
This CLE presentation will address Pre-litigation Appeals of benefit denials in ERISA cases which are generally considered mandatory. Claim appeals are also often the key to success or failure in litigation, yet they are often given insufficient attention both by claimants and plan administrators. This course will examine the origin and purpose behind claim appeals, the “rules of the road” (i.e., the Department of Labor’s regulations), and cases that have shaped how claim appeals are conducted... More Info
$501General Credit -
ERISA for Dummies
This CLE course presents an overview of the Employee Retirement Income Security Act (ERISA) – what is ERISA, what does ERISA encompass and what is excluded, how ERISA differs from other civil litigation, preemption issues, the ERISA “savings” clause, and remedies available under ERISA. While not intended to be an exhaustive seminar on the ins and outs of ERISA, the program will provide the non-ERISA practitioner with a basic understanding of ERISA and its impact on other areas of practice.... More Info
$501General Credit -
Estate and Financial Planning For Clients Living With Chronic Illness
130 million Americans are living with a chronic illness or disability and that number will only increase as the population ages. It may seem incredibly high but it’s important to remember that chronic illness is often invisible to the eye. This CLE course will explain some of the more common chronic illnesses, how to effectively work with clients and gain necessary information and the means by which a savvy estate planner may use their medical knowledge to increase their clients’ benef... More Info
$501General Credit -
Ethical Considerations in No-Fault Litigation
No fault litigation occupies an interesting place in the legal system. A method of avoiding the costs and hassle of legal battles, no-fault litigation comes with some potential pitfalls of its own, not the least of which is the ethical considerations of working slightly out-of-bounds of the standard system. This CLE course will explore those ethical considerations and how to navigate them in the process of no-fault litigation. The course will cover how to maintain clear communication i... More Info
$501Ethics Credit -
Force Majeure: Constant Contingency In Turbulent Times
Name your poison: Pandemic? War? Supply Chain Interruption? Government Decree? Regulatory Change? Riot? Weather? Internet Outage? Or what? This timely CLE explores Force Majeure from the practical perspectives of contractual verbiage or absence, qualifying events, transactional effects and contests, including the impact of common law, statutes and court decisions. More Info
$501General Credit -
Healthcare Data Privacy: Regulatory Investigation and Litigation Readiness
In theory, the advent of electronic files should make the acquisition and organization of information easier. However, it’s important to take into account that the limitless nature of e-files means that files may contain an excess of information. This is especially true of medical files, almost all of which will be in electronic format by 2015 and will then include everything from texts and emails to audit trails and data in imaging systems as well as metadata. Once filed, this information wil... More Info
$501General Credit -
Heckerling Nuggets: Grantor Trusts, The Quest for Basis, and More!
In this CLE program, Martin M. Shenkman will review the most significant issues and strategies addressed at the 2015 Heckerling Institute, including: The impact of President Obama’s Legislative Proposals The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up) The Perpetuities “Problem” (and What to Do About It) Do DAPTs, NINGs, and DINGs Work? The QTIP “Division” Technique The Latest “Trust Protectors” The Newest Grantor Trust “Twists” And much, much... More Info
$501General Credit -
Hook, Line and Sinker: Tackling More Challenging Disability Cases
This CLE program will explore the benefits that are available to adults and children from the Social Security Administration that have a medical determinable impairment that prevents them from engaging in work activity or functioning for a period of 12 months or more. In particular, we will focus on the lesser known benefit options available including benefits for children, benefits for widow/widowers, benefits for disabled adult children and benefits for individuals with work history complica... More Info
$501General Credit -
How to Prepare for Long-Term Care Costs
This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. More Info
$501General Credit -
Insurance Coverage Issues Involving General Liability
This CLE course will provide a comprehensive nuts and bolts overview of Insurance Coverage Litigation. It will cover the key steps and processes that should be followed/taken by both the insurer and the insured when faced with a claim that has matured into a declaratory judgement action. Topics will include a discussion of litigation considerations from the onset of coverage litigation and initial phases. More Info
$501General Credit