Tennessee CLE - Practice Management Courses

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  • ESI in Criminal Proceedings: 4th, 5th and 6th Amendment Issues

    Electronic information is a common feature of criminal investigations and proceedings at both the State and Federal levels. That information is used in the commission of crimes and may be the focus of investigations and prosecutions. The collection and use of electronic information may implicate the warrant requirement of the Fourth Amendment, the Fifth Amendment privilege against self-incrimination, and the Sixth Amendment right of confrontation. This CLE presentation will pro... More Info

    $50
    1.05General Credits
  • Estate Planning for Attorneys Who Help Business Owners

    The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases, and other matters as part of their plan. This CLE course will help the attorney manage client expectations and manage the expectations of the other players involved in the estate planning p... More Info

    $75
    1.68General Credits
  • Ethical Considerations When Responding To Lozada Complaints

    Immigration is a rewarding practice area with a collegial group of practitioners. While immigration law is among the most complex, a great benefit is colleagues who generously share their knowledge and experience with one another. This makes it even more difficult when one lawyer must prepare and file a disciplinary complaint against another in order to zealously represent their client under the requirements of Matter of Lozada. While most training on the subject focuses on filing a... More Info

    $50
    1.02Ethics Credits
  • Ethical Duties When Representing Clients and Working on Client Files

    Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerations to help lawyers when representing clients and working on client files/matters. More Info

    $50
    1.03Ethics Credits
  • Ethical Referral Fees: A 50 State Survey

    When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefit their clients and grow their practice. We will discuss: Common misconceptions when it comes to referral fees The ABA Model Rules What it means to be ‘jointly responsible’ What disclosure... More Info

    $50
    1.02Ethics Credits
  • Ethics & Client Communication: Setting Yourself Up for Success

    This CLE will address the specific rules and comments regarding client communication to help lawyers understand not only their bar-mandated responsibilities, but also how to build a system to protect your mental health while also meeting clients’ needs. The instructor will share detailed insights into Rule 1.4 and also how to build a healthy legal practice in a high-stress profession. More Info

    $50
    1.18Ethics Credits
  • Ethics of Legal Writing

    This CLE course will look at five areas where attorneys sometimes get into ethical trouble through legal writing: frivolous writing, failure to cite adverse authority, incivility in legal writing, ghostwriting and plagiarism. In each of these areas, an attorney can help a client by knowing what the line is between ethical and unethical writing. The goal of the course is to help clarify how to figure out whether certain conduct is appropriate advocacy, or whether the conduct crosses the... More Info

    $50
    1.05Ethics Credits
  • Fintech Firms: Communications Compliance Topics

    Join FINRA staff and industry panelists as they share insights on challenges and effective practices related to communications compliance for Fintech focused firms. The panel covers topical issues such as digital engagement practices, mobile applications, integrated product offerings, and crypto assets. Panelists answer questions and provide tips on the use of technology to help navigate this quickly evolving area. More Info

    $50
    1General Credit
  • Form CRS: Practical Considerations for Attorneys

    Every attorney who is in the position of referring a client to a financial professional or firm needs to be aware of the firm's CRS, a new 2- to 4-page disclosure document that SEC-regulated firms must deliver to their clients. The CRS was adopted to help investors understand the different standards of care that apply to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), as well as conflicts of interest embedded in the firm's way of doing busi... More Info

    $50
    1.03General Credits
  • Franchise Law: From Contract Negotiation to Litigation

    This CLE will cover franchise agreements; from negotiation of the terms prior to signature as well as issues to address during the course of litigation and/or termination. Attendees will be guided through how to negotiate specific provisions that will affect a client’s rights, as well as which areas of the agreements are typically litigated and how to demand and get the necessary information to effectively represent clients in court. More Info

    $50
    1General Credit

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