Attorneys will learn the fundamentals of 1031 exchanges, critical IRS deadlines, qualifying properties, entity considerations, and creative exchange strategies for tax-deferred real estate transactions.
Attorneys will gain practical knowledge to advise clients on wealth-building through tax deferral, partnership planning, related party rules, and alternative investment options like DSTs.
Attorneys will learn the fundamentals of 1031 exchanges, critical IRS deadlines, qualifying properties, entity considerations, and creative exchange strategies for tax-deferred real estate transactions.
Attorneys will gain practical knowledge to advise clients on wealth-building through tax deferral, partnership planning, related party rules, and alternative investment options like DSTs.
Agenda
Session 1
Distinguishing Investment Property from Property Held for Sale
Session 2
LLCs, Partnerships, Trusts and Entity Classification Issues
Session 3
Same Tax Owner and Consistent Vesting Requirements
Session 4
Reinvestment Requirements for Full and Partial Exchanges
Session 5
Critical 45-Day and 180-Day Calendar Deadlines
Session 6
Property Identification Rules and Strategies Explained
Session 7
Understanding Reverse and Improvement Parking Exchanges
Session 8
Helping Family Members Buy Homes with Exchange Funds
Session 9
Qualified Intermediary Selection and Due Diligence
Session 10
Vacation Home Exchanges Under Revenue Procedure 2008-16
Session 11
Delaware Statutory Trusts as Boot and Deadline Solutions
2:00 pm - 2:10 pm EST
Secure Exchange, 1031 Exchange Services
This session examines IRS criteria for determining whether property qualifies as held for investment versus held primarily for sale. Learn about holding period guidelines, the importance of substantiated intent, and how tax filings serve as critical documentation.
Secure Exchange, 1031 Exchange Services
2:10 pm - 2:20 pm EST
Secure Exchange, 1031 Exchange Services
Explore how different entity types are treated in 1031 exchanges, including disregarded entities and partnership taxation. Understand why LLC and partnership interests themselves do not qualify for exchange treatment and strategies when partners want different outcomes.
Secure Exchange, 1031 Exchange Services
2:20 pm - 2:35 pm EST
Secure Exchange, 1031 Exchange Services
Master the critical rule requiring identical ownership between relinquished and replacement properties. This session covers disregarded entities, community property considerations, and common vesting scenarios that satisfy or violate this fundamental requirement.
Secure Exchange, 1031 Exchange Services
2:35 pm - 2:45 pm EST
Secure Exchange, 1031 Exchange Services
Learn the three rules for achieving 100% tax deferral: equal or greater value, full equity reinvestment, and debt replacement. Understand how partial exchanges create taxable boot and when boot amounts warrant consultation with tax advisors.
Secure Exchange, 1031 Exchange Services
2:45 pm - 3:00 pm EST
Secure Exchange, 1031 Exchange Services
Understand the absolute nature of exchange deadlines and how the identification period runs concurrently within the exchange period. Learn best practices for timely identification submissions and circumstances that may shorten the 180-day window.
Secure Exchange, 1031 Exchange Services
3:10 pm - 3:20 pm EST
Secure Exchange, 1031 Exchange Services
Examine the three identification rules: the Three Property Rule, 200% Rule, and 95% Rule. Discover why over 90% of exchangers use the Three Property Rule and when alternative rules provide strategic advantages.
Secure Exchange, 1031 Exchange Services
3:20 pm - 3:30 pm EST
Secure Exchange, 1031 Exchange Services
Learn how parking arrangements through Exchange Accommodation Titleholders enable buying before selling. Explore the complexities, costs, and financing challenges of reverse and improvement exchanges including construction timeline limitations.
Secure Exchange, 1031 Exchange Services
3:30 pm - 3:40 pm EST
Secure Exchange, 1031 Exchange Services
Discover how 1031 investors can purchase tenant-in-common interests in properties occupied by children or third parties. Understand the shared equity agreement requirements and fair market rent obligations that qualify these arrangements for exchange treatment.
Secure Exchange, 1031 Exchange Services
3:40 pm - 3:50 pm EST
Secure Exchange, 1031 Exchange Services
Learn essential criteria for selecting a qualified intermediary given the lack of federal regulations. Understand the importance of segregated accounts, fidelity bonds, errors and omissions insurance, and industry association membership.
Secure Exchange, 1031 Exchange Services
3:50 pm - 4:00 pm EST
Secure Exchange, 1031 Exchange Services
Master the Three Rules of Twos for converting vacation homes into exchange-eligible property. Learn the 24-month holding period, rental requirements, and personal use limitations that enable vacation property exchanges.
Secure Exchange, 1031 Exchange Services
4:00 pm - 4:10 pm EST
Secure Exchange, 1031 Exchange Services
Explore how DSTs provide solutions for exchangers facing identification deadlines or needing to absorb remaining exchange funds. Understand accredited investor requirements, typical hold periods, and how DST debt can address mortgage boot issues.
Secure Exchange, 1031 Exchange Services
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Secure Exchange, 1031 Exchange Services
Annamarie Kooning serves as Vice President of Secure Exchange, 1031 Exchange Services, where she works with investors, attorneys, real estate brokers and agents, accountants, financial advisors, and mortgage professionals throughout the United States. She is committed to delivering exceptional service and providing clients with the most current information available regarding IRC §1031 and the exchange process. Known for her clear, pragmatic approach to complex exchange issues, Annamarie draws from hundreds of transactions to offer guidance that blends technical accuracy with grounded, operational insight, making her a trusted resource for professionals seeking confidence and clarity in the 1031 exchange process.
Secure Exchange, 1031 Exchange Services
Annamarie Kooning serves as Vice President of Secure Exchange, 1031 Exchange Services, where she works with investors, attorneys, real estate brokers and agents, accountants, financial advisors, and mortgage professionals throughout the United States. She is committed to delivering exceptional service and providing clients with the most current information available regarding IRC §1031 and the exchange process. Known for her clear, pragmatic approach to complex exchange issues, Annamarie draws from hundreds of transactions to offer guidance that blends technical accuracy with grounded, operational insight, making her a trusted resource for professionals seeking confidence and clarity in the 1031 exchange process.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Why Attend
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2025-09-05 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-05-08 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
