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Wisconsin CLE - All Courses
This is a listing of CLE Courses for Wisconsin.
Please make your selection below of Wisconsin CLE courses. Our courses are available Online, iOS/Android App, and with Live Webinars.
Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.
As thousands of Boomer attorneys consider retiring, this CLE will address how to value, sell, and purchase a law practice now. Our
expert presenters will discuss how lawyers can prepare for selling their practices well before they pull the trigger, by building
systems and processes that can enhance value across their practices.
They will also explain the 5 components involved with
valuing a law practice, the 3 options for selling a law firm, and the “Synergy Value” that Boomer-le...
This course will cover the state of COVID-19 vaccination mandates as we enter into 2022 -- what rules have been made, where they stand with court challenges and state efforts to counter them, and where things will go from here. Specifically, we will examine the current state of:
the OSHA Emergency Temporary Standard and the OSHA proposed rule, and the litigation arguments that have been brought against them
rules issued by the Centers for Medicare and Medicaid Services, and for federal c...
Although the procedures for litigating a construction lawsuit is, on its face, an adversarial process, the American Bar Association has established Model Rules of Professional Conduct to provide guidance for lawyer conduct to follow while “seek[ing] a result advantageous to its client but consistent with requirements of honest dealings with others.”
These ethics standards apply not only to the interaction between counsel and the representation of their client, but also the retention an...
On July 1, 2021, multiple state laws went into effect permitting college athletes in those states to earn money from the use of their Name, Image, & Likeness (NIL), subject to certain restrictions, without risking their collegiate eligibility. In response, the National Collegiate Athletic Association (NCAA) quickly eased some of its rules allowing athletes in all states, even those without a state law, to participate. So in a dramatic and sudden turn of events, collegiate athletes in the U.S....
Many lawyers relocated during the pandemic, either to escape perceived risk or simply because they could due to remote working.
This CLE program will assess the legal and ethical ramifications of relocation to states beyond where one is licensed, addressing both authorization to practice, jurisdiction, and choice of rules.
Today cases are won or lost in the pretrial process. In their book, Pretrial Advocacy (National Institute of Trial Advocacy/Wolters Kluwer 2021), Authors Reuben Guttman and JC Lore refer to the pretrial process as “front-loaded.” Guttman and Lore explain that changes to the standards governing pleading, class certification, discovery, summary judgment, and experts -- along with the advent of electronic information including social media – have changed the face of litigation.
In this CLE,...
This CLE course will review statutory and common law causes of action for invasion of privacy, wiretapping, tracking devices, trap and trace methods, and video/non-video surveillance.
Special emphasis is placed on understanding the wide variety of invasion of privacy case law and how that can affect claims in family law, employment and civil litigation.
As we know, lawyers are required to comply with the ethics rules; however, many lawyers may not fully understand the ethics rules and ethical considerations regarding the types of permitted lawyer fees, requirements for referral fees and fee sharing, non-refundable fees, and the ethical requirements related to fees, costs, settlement funds pursuant to the lawyer Trust Account Rules.
This presentation will address those topics and provide valuable tips and information to ensure that la...
Crimmigration can be a trip down the proverbial rabbit hole so let’s get back to basics. Develop an effective roadmap to get to answers that count for your non-citizen clients charged with criminal offenses, and more.
Walking through a time-proven analysis, this CLE course will provide the bearings needed to get to real answers that equally protect your practice and your non-citizen clients.
Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning
fiduciary duties goes back centuries, if not more, and is enshrined in the common law.
Whether it is the executor,
agent of a power of attorney, trustee, or guardian ad litem, the obligations of loyalty, good faith, fair dealing and
honesty must be adhered to. Challenging and novel questions arise in this field very often.
This program will explore
who can ser...
In the practice of family law there are many factors to consider, including the issues facing the family as one household becomes two.
The issues regarding the debts the family has, how each member of the household will be impacted by the debt and what their options are during or after the dissolution of marriage, including bankruptcy are things every Family Law practitioner should know to help their client’s make informed decisions.
Implementing defensible cybersecurity is now top-down law firm goal, and integrates process (technology) and policy (e.g., cybersecurity, incident response, business continuity, disaster recovery, remote work, bring-your-own-device, and backup, to name a few).
The post-Pandemic challenges for attorneys working remotely, and using a variety of computing devices and methods (desktops, laptops, mobile devices, “cloud” or “virtualized” computing, etc.) have amplified an attorney’s profess...
This CLE course will cover the key aspects of Intellectual Property litigation, including the 3 primary areas of IP: Patents, Trademarks and Copyrights. The discussion will highlight pre-suit investigation and considerations, the filing of the lawsuit, unique aspects of IP litigation, damages, and resolution/settlement.
The speaker will address recent cases that impact IP litigation, and relevant statutes.
Due to the significant federal and state response to Covid-19, including stimulus payments and eviction
moratoriums, bankruptcy filings have reached record lows. However, as funds run out and government
programs expire, small businesses looking for a new lifeline may consider Subchapter V of Chapter
11 of the Bankruptcy Code.
This CLE provides counsel representing creditors and debtors with an
introduction to Subchapter V, a roadmap for plan approval, commercial lease issues, a...
The ethical considerations around the representation of cannabis clients, and the handling of cannabis-related claims and litigation, are complex and evolving. Lawyers who wish to counsel and assist clients in the space must determine whether specific work for cannabis clients is legal, ethical and/or prudent.
This presentation will identify ethical scenarios that have confronted attorneys in this space. In addition to analyzing the current state of the federal/state standoff on mariju...
New age forensics and expert witnesses have practically invaded our trial courts, existing in every single case to some extent. Most feared, by both criminal and civil trial attorneys, is the prospect of cross examining an expert in his field of expertise.
This tactical guide, to cross examining expert witnesses, will give you concrete ideas on how to punch holes in any experts credentials and credibility. These common sense techniques have been consistently and successfully utilized b...
In light of recent tax proposal released by the House Ways & Means Committee on September 13, 2021,
This CLE Course will provide in detail the key provisions impacting retirement accounts such as:
$10 million Cap on retirement accounts if your income is above $450,000.
The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA. This would go into effect after 12/31/21.
The elimination of the Mega Backdo...
Covid-19 has impacted the economy in so many ways. Private organizations and public entities have turned to their Business Interruption insurance policy to help offset their income losses resulting from the pandemic.
This course will explore the current status of insurance claims for business interruption, and explain how a claimant needs to prepare, present and support their lost income claim.
Presented by two of the most experienced professionals in business interruption insu...
The year 2021, has been a monumental one for policing in America. Get on top of the developments that will affect your practice. First, a review of the Supreme Court’s 2020-21 term: residential searches under Caniglia v. Strom; residential arrests under Lange v. California; and intent to restrain as a seizure under Torres v. Madrid.
Next, the top ten ways policing after George Floyd and Breonna Taylor will affect your practice: from qualified immunity, choke holds, and no-knock warrant...
The startup phase of a technology company is a very volatile time, as the startup's management team is being assembled, its products and services are being developed and tested, intellectual property protection and marketing strategies are being researched, and (most importantly) the company's initial capital is being raised.
In this fast-paced, entertaining presentation by a leading startup attorney, you will learn how to deal with the most common corporate, securities and tax law iss...
Now that society is starting to re-emerge from the COVID shutdowns and businesses are ramping back up (if they were not already), issues of cashflow, collections and receivables are again front of mind of business owners.
What do businesses need to do regarding their receivables if they are involved in consumer transactions? Did COVID affect the ability of businesses to collect their receivables? What does the Fair Debt Collection Practices Act (FDCPA) require and what are the differenc...
This CLE course will consider updates and developments in labor and employment law, both New York State and Federal.
Specific topics will include:
Vaccination Policies
COVID Issues
The New York State Sick Leave Law
The NY Heroes Act
Wage and Hour Law Updates
Discrimination Issues
Workers’ Compensation
Unemployment Insurance
and other labor and employment issues, topics and strategies.
This CLE lecture is focused on assisting attorneys navigate DWAI Drugs cases and effectively represent their clients. At the outset, this presentation will describe the strategies involved in cross-examining the arresting officer along with providing practical examples. With the assistance of a former Drug Recognition Expert, we will then turn from the arresting officer to cross-examining the DRE.
We will discuss the DRE protocol and how the DRE is able to determine the appropriate dru...
As trusted advisors, lawyers are often asked many questions about legal matters outside their area of practice. One area of law that most lawyers do not have any experience with is patent law, and in particular, the patent prosecution process. Patent prosecution requires a special license which in turn requires passing its own exam and an undergraduate degree in a science or engineering. Because it is such a specialized area of practice, with about only 40,000 active practitioners in the US...
This CLE course will highlight the Rules of Professional Conduct as they may intersect with 1031 Exchanges.
The presentation will include: competency, scope of representation, conflict of interest issues and selection considerations of the Qualified Intermediary. Throughout the presentation, case-studies will be discussed.
What exactly is a code of ethics? Are they policies? By-laws? Suggestions? Are they enforceable? To whom do they apply? Regardless of what type of organization you belong to, most today have some form of ethical code they adopt and claim to abide by, especially given that they are represented by a small cadre of individuals under the scrutiny of both stakeholders and the larger population.
This CLE course will explain the role of attorneys in the creation, adoption and implementation of...
Codes of Ethics often occupy a gray area. Is the Code a policy? A part of By-laws? Is it enforceable? Does it apply to everyone? Is it mandatory, merely aspirational or just window dressing?
It has become increasingly common for organizations of all types – for-profit, non-profit, governmental, homeowner associations and others – to adopt such Codes. What these disparate entities have in common is a small cadre of persons acting on behalf of larger constituencies under the scrutiny of...
Experts need to work hand-in-hand with the client’s legal counsel to ensure that all parties are on the same page with regard to the scope of services given the nature of the particular case concerning the issues, quality and quantity of documentation available, theories of liability, causation and damages and the ability to convey “the good, the bad and the ugly” regarding the likelihood of success so that legal counsel and the client can go forward in the best interest of the client....
This CLE program will discuss the disproportionate statistics of women and minorities in partner positions at law firms, provide an analysis of the key impediments that have affected women and minorities from advancing and discuss how litigation has been used as a tool not only to combat discrimination, but also as leverage to drive diversity and inclusion efforts.
The panelist's will also highlight practices that attorneys and law firms can adopt to increase diversity and inclusion ef...
Our Panel will discuss how the new remote communication process works, and affects the approach and strategies in mediations, including:
What are the dynamics of remote mediations?
What if your client is remote as well; does that change your ability to communicate and if so how?
Using the private "Zoom Rooms" to have confidential meetings.
How remote mediations expand the process and add to the information base.
Suggestions for making the remote process work better than even when all are...
Helping fund start-up companies can be a high wire act. It is exhilarating, but it requires practical and nimble approaches to balance the provision of quality legal work with the demands of limited time, money and other resources.
This course addresses various types and stages of funding, from bootstrapping to priced equity rounds. It also addresses related topics that help prepare start-ups, and best position them, for successful fundraising efforts.
The Pandemic has finally taught lawyers, even the most technologically averse, that they can work from just about anywhere. But have the law and professional responsibility rules kept pace? In this program, we will explore the disconnect between the reality of remote practice and the applicable legal and ethical rules.
We will use hypotheticals to discuss the key issues, such as virtual law offices, working remotely across state lines, in-state law office requirements, and more....
Lawyers, judges, and juries often struggle with complex accounting, valuation, and business issues. Therefore, forensic accountants can provide valuable services to litigants and their attorneys. These services can range from interpretive analysis, to investigations, to damages analysis and more.
In this course, attendees will learn various types of litigation support services, learn the impact of a forensic accountant on all stages of a litigation, and listen to a case study with r...
This CLE course will address the role of attorneys in capital markets. The course will cover public and private offerings as well as issues related to expressing legal opinions, advising corporate boards and representing officers, directors and shareholders in regulatory investigations and government proceedings, civil proceedings and processes facilitating remedial measures.
The course will also present SEC Rule 102(e) and how to manage coordination with other professionals such as CP...
If you are interested in starting your own firm but do not know what it entails or where to begin, this lecture will provide you with essential advice and tips. Attorney Matthew Rappaport will walk you through the entire process from launching your own firm (including how to leave your old firm) and traps to avoid when you launch your new firm.
This CLE presentation will guide you on how to approach dealing with your first clients and how to scale your business efficiently and effect...
The increased resistance by the insurance companies in paying claims has added to the complexity of the no-fault laws and regulations. Since the New York State no-fault insurance system began, the original framework has transformed many times and has become difficult for attorneys and medical providers to navigate.
This CLE lecture is intended simplify these complexities by addressing landmark no-fault cases, recent fee schedule changes current in effect, filing successful arbitration...
Teleconferencing and videoconferencing are hot topics in today's environment. Legal professionals are using this form of communication now more than ever, which heightens the exposure to cybersecurity threats. This program will provide attendees with in-depth look into the use of technology in conducting arbitrations and mediations virtually.
Judge DiBlasi will discuss how the process works, security measures for virtual ADR, tips on how to best protect yourself when on-line during thi...
This CLE will explore the laws surrounding surveillance in the context of civil litigation, family law and investigations. This will include an examination of the Electronic Communications Privacy Act, Social Media Ethical Rules, Video Surveillance, the Stored Communications Act, GPS Tracking Statutes, Facial and License Plate Recognition Technology.
The course will look at both the law and practicality of surveillance and how to best “use” findings in litigation as fact finding tools....
With multiple COVID-19 vaccines now deployed and available to all Americans over the age of 16, employers and their counsel must be ready to develop policies dealing with the vaccination of employees.
Will vaccination be mandated, encouraged, incentivized, or facilitated for some or all employees?
If vaccination is mandated, what kinds of exemptions are required, and how can exempt employees be accommodated?
If vaccination is encouraged, how can the employer communicate this to emplo...
Maintaining a flexible immigration practice pays out when Presidential Administrations change over. As the political pendulum swings, so to do opportunities for your foreign national clients. Changes in administrative and enforcement policies, new AG decisions, and turnover in Administrative Judges and Officers stir up new possibilities – can you, as a creative attorney, see them and capture them for your current and potential clients? Let’s talk about how.
In this lecture you will learn the ins and outs of Workers Compensation from the perspective of the
claimant’s attorneys. You will be better equipped to handle any injury arising out of and in the scope of
employment.
We will go over some strategies to take on large insurance companies and better
represent your clients. Sit tight and listen and you will be able to advise clients to a greater degree
through the entire Workers Compensation procedure.
Never underestimate the power of a first impression. That’s what a client intake is! For both you and your client. It’s the initial event that sets the tone for the (often) long-term relationship you enter with that perspective client. It’s also the time for you to begin considering case strategy, deposition preparation, and potential evidence. All this assumes you even want to take on this case, which you may not. This program will explore and highlight the core aspects of a new client intake...
Due to the Covid-19 pandemic, and the fact that New York foreclosures have largely been in a dormant state for over a year, chances are you may have taken your eyes off recent developments. However, newly imposed court procedures, Administrative Orders, and significant case law from the Appellate Divisions and Court of Appeals, have changed how foreclosures will be handled once the moratoriums are fully lifted.
This CLE provides foreclosure Plaintiff and Defendant attorneys with import...
Investigations by lawyers are an essential element of most litigation matters. Ethics rules make it clear what lawyers can say and do and they also outline what investigators can do on the attorney’s behalf. This CLE presentation will provide a strong understanding of the ethical issues involved in conducting investigations.
The course will address the following topics:
Understanding what investigators can and cannot do
Knowing the difference between ethical violations and crimina...
This lecture was designed to cover the daily ethical issues I encounter during my representation of clients accused of driving while intoxicated, criminal offenses and vehicle and traffic matters.
The ethical issues discussed in this lecture seem to always arise when there are conflicting interests between my client, my license to practice law, the prosecutor, and the Court's obligation to maintain the truth seeking process.
I know first-hand it can be a struggle to balance th...
This CLE program will explain what litigators need to know about litigating in New York State Courts under newly issued Court Rules. By Administrative Order, new Uniform Rules of Court for NY Supreme and County Courts have been adopted specifically adding selected Rules of the NYS Commercial Division.
The program is presented by an experienced NYS and federal court litigator who will not only identify the new rules so important in representing your clients, but explain how the new r...
In the current patchwork of cybersecurity and data privacy legal requirements, it can be challenging for a professional organization to create a comprehensive privacy and security program that complies with the various (and sometimes conflicting) legal requirements and contractual obligations imposed by clients. More and more, clients are viewing the law firms and accounting firms they are using as “vendors” obligating those professional organizations to respond and comply with vendor manageme...
Claims adjusters are typically used in bad faith litigation to opine as to the reasonableness of another claims adjuster 's conduct. Underwriters are typically experts in coverage litigation providing an opinion on underwriting specific risks and the interpretation and intent of specific policy provisions.
Litigators must be careful to avoid pitfalls of using expert witnesses whose credibility might be easily attacked based on previous testimony or due to his or her relationship with a...
In this fascinating CLE, Mr. Hanlon will discuss his decade-long effort to enforce Rules of Professional Responsibility that are in effect throughout the nation for public defenders in the state courts, as well as pending federal legislation that would provide $1.25 billion over a five-year period to fund state and local public defense systems, conditioned upon substantial criminal justice system reform.
Included in this presentation will be an analysis of the principles of qualitativ...
Social media gets a lot of controversy in the legal industry. Some only view it as a way to market their practice, while others have tapped in to more of its potential.
This CLE program will guide you how to use social media and the pitfalls that come with using it, research your clients and cases, and efficiently get the latest legal news for your industry. We will talk specific strategies and you will be given resources to utilize in every aspect of practice.
Many lawyers are unfamiliar with the nuances of computer technology and data security essential to comply with 21st century ethics rules in our digital world. There are many hidden dangers in frequently used tools and platforms, including e-mail, social-media and “the Cloud.”
The ethical dangers and minefields are compounded and heightened by increased use of digital tools and internet connections in the practice of law, including the use of Zoom and other digital meeting platforms, wor...
On his first day in office President Biden ordered many changes to the Trump environmental rules and pledged sweeping changes to the federal environmental and natural resources regulations. These initiatives will cover many areas particularly climate change.
We will review the most significant items including climate change, other Clean Air Act initiatives and new directions for Clean Water Act, waste management and Endangered Species Act regulations.
Due to the Covid-19 pandemic and related government shutdowns, our landlord-tenant courts will be stretched beyond their limits once they are re-opened and eviction moratoria have fully expired. This CLE provides landlords and tenants with strategies to circumvent court backlogs and discusses how trial courts have addressed impossibility of contract and other relevant Covid-19 defenses.
The CLE also provides an update on the commercial eviction moratorium and previews relevant legislat...
This CLE program (“Striving for Clarity”) will discuss steps to achieve clarity in legal writing. The presenter, Judge Bob Bacharach, will draw on examples from psycholinguistics, oratory, and advocacy to illustrate techniques to enhance clarity in legal writing.
The main topics will involve:
creating context before detail,
using simple language,
linking the information in your sentences, and
conveying the information in manageable chunks.
In discussing the creation of con...
Practical advice on how to handle traffic matters in local criminal courts with a focus on some of the most commonly charged offenses. This CLE lecture is for those attorneys who do not typically appear in traffic court but wish to provide competent advice and/or representation.
Types of cases include but are not limited to Aggravated Unlicensed Operation, Speeding, Use of Portable Electronic Devices and Reckless Driving.
An overview of the legal and practical considerations when establishing a private equity fund, real estate fund, or hedge fund. We will review the relevant sections of the Investment Company Act of 1940 (the “40 Act”), the Investment Advisers Act of 1940 (the “Advisers Act”), and the rules promulgated thereunder, including the most commonly used exceptions to registration under the 40 Act and Advisers Act.
We will also review relevant provisions of the Securities Act of 1933 (the “33...
While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start to make good money, but are paying more in taxes. As a result, their children are less likely to qualify for financial aid so they have to weigh their own retirement against their kids’ education. Depending on their comp structure, salary may be dis...
While spouses hiding assets from divorce court is nothing new, cryptocurrencies are changing the game. Bitcoin and other cryptocurrencies can be purchased for cash, held electronically without the help of a third party, and transferred nearly anonymously. This CLE course will start by providing attorneys with a basic understanding of cryptocurrency, how it works, and how it is held by an owner. The course will then provide practical tips on how attorneys and their clients can gather more in...
Motion writing should be as fun and inspired for the drafter; and as compelling for the reader; as music is for the listener. In this program, Tracy Frankel takes you through a musical playlist that corresponds to the many tips, rules and strategies you will need to prepare a persuasive motion. This course will provide standards to live by when making motions of any kind; strategies for the Notice of Motion, Affirmation and Memorandum of Law; helpful tips for the inclusion of exhibits; and st...
To be an effective Appellate Advocate, Attorneys must not only be able to navigate the changing rules of the appellate courts, but must also think strategically and communicate persuasively.
This CLE course will reframe the role of the Appellate Advocate as a Partner to handling Attorneys. This presentation will provide strategies for evaluating potential appeals, writing appeals and arguing before the Appellate courts.
Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be both complicated and highly charged. This CLE course will explain all the different plans as well as provide planning and implementation checklists for both senior attorneys and growing firms.
National Academy of Continuing Legal Education is a sponsor of CLE activities approved by the Supreme Court of Wisconsin Board of Bar Examiners. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Board of Bar Examiners (BBE). To view our full accreditation details, please click here.
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