While title insurance is a valuable form of projection from financial losses caused by defects in the title of the property, filing a claim due to fraud can be a tricky process.

Our experienced speakers will discuss what you need to know, and also answer questions from the audience.

*Part of 3 Evening Bridge The Gap

This program will cover important issues that attorneys and CPAs need to know about estate planning involving retirement assets.

Topics include:

• Advantages of a trust as the beneficiary of an IRA or Roth IRA account
• Noncompliant IRA trusts and Statute of Limitations issues (Danger Zone issue)
• Why Special Powers of Attorney provisions are necessary to protect unwary and vulnerable direct beneficiaries of Inherited Retirement Accounts (including traditional IRA and Roth IRA accounts)
• Defective IRA Beneficiary Forms and Default Unintended Beneficiaries (How and Why does this often happen)
• Article on Unintended Beneficiaries of Retirement Accounts (major issue and often litigated)
• Comment Letter to Treasury dated September 25, 2024covering issue of first impression such as:
• Potential civil litigation construction proceedings involving conduit IRA trusts
• The IRS “correction window” rules for fixing a shortfall in a required minimum distribution. Is there really a two-year window; legal glitch or not
• Deceased IRA owner passes away in a given year prior to receiving the entire required minimum distribution for such year. The beneficiary of the decedent’s IRA owner’s account is responsible for receiving such shortfall distribution. The beneficiary dies before taking any action. What happens? This is a MAJOR national issue without a good answer. This and similar issues will be discussed.
• … and MORE!

The course material will include an electronic outline written by Mr. Goldberg.

*Part of 3 Evening Bridge The Gap

Artificial intelligence (AI) is poised to fundamentally reshape society. AI has the potential to make “considerable positive changes” in areas such as healthcare, education, business, as well as the practice of law. Lawyers are generally a conservative bunch, befitting a profession that rewards preparedness, foresight, ethics, professionalism and respect for precedent. No doubt many enjoyed a laugh at the tale of a personal-injury lawyer, who used the popular generative AI tool: ChatGPT to help prepare a court filing. ChatGPT created a motion including made-up cases, rulings and quotes, which the lawyer filed after the AI tool assured that the “cases I provided are real and can be found in reputable legal databases”. They were not.

Lesson learned, a technology-skeptic lawyer might conclude: lets stick to the old way of practicing law. That is the wrong lesson. Blaming AI for an error-filled brief makes no sense. The fault lies with the lawyer who failed to check the motion before filing it, not the tool that helped produce it. It would be a mistake to use the extraordinary advances of AI to minimize the importance of the human element in the practice of law. But it would be just as big a mistake to dismiss the role of AI, which will fundamentally reshape the landscape for all industries including providers and users of legal services. AI is most effective when it is used to complement human skills, and the people who learn how to leverage this collaboration well will get the most return out of AI tools. Yet adopting AI also raises ethical and legal risks for those sectors of the community using it.

This comprehensive continuing legal education program explores the cutting-edge applications of artificial intelligence in litigation. This CLE demonstrates how AI tools can enhance case preparation, evidence analysis, professionalism and litigation strategy while maintaining ethical standards.

Learning Objectives:

• An overview of AI: where we are today, how we got here, where AI will be in the very near future.
• AI and current implementation in finance, health care, litigation, education and the military
• Current AI capabilities relevant to litigation
• Types of AI tools available to attorneys (document review, predictive analytics, etc.)
• Understand the practical applications of AI in litigation
• Develop strategies for implementing AI tools in case preparation in a professional manner
• Learn techniques for managing and analyzing large datasets of evidence and maintaining professionalism
• Identify limitations of AI tools and when human judgment takes precedence
• Ethical obligations for attorney oversight of AI-generated work
• Disclosure requirements regarding AI use in litigation

Join us to hear important practice tips, highlighting governing law necessary to preserve the record throughout a jury trial, from the pre-trial conference, to voir dire of jurors, trial objections, trial motions, and post-trial motions.

The panelists, who are renowned appellate and trial attorneys, will discuss how to ensure a clean and clear record, and successful trial, by proper and timely motions and objections.

Participants will learn how embedded appellate counsel, on both sides, significantly enhances the trial team’s effectiveness by, inter alia, drafting persuasive written motions and briefs for the trial court, drafting jury instructions, and advising the trial team on trial objections and motions.

The panelists will also discuss appellate counsel’s role, and effectiveness, during mediation and other ADR methods.

Before the program begins, IN-PERSON attendees will have an opportunity to network with fellow attendees and the speakers. Refreshments will be provided.