Register for Annual Pass, Live Webinar, or On-Demand Video

All-Access Pass

Gain access to all of myLawCLE's 1,000+ Live webinars for only $395/yr. Includes this program and over 60 new webinars each month.

Subscribe to All-Access Pass – $395

Live Video Broadcast

Register for the Live Video Broadcast webinar of this one program.

Register for Live – $195.00

On-Demand Video

Receive access to recorded class and earn self-study credit. Recording is made available 5 business days after live broadcast.

Register for Recorded – $195.00

2026-07-15 13:00:00

2 Credits

Master the new ethics rules for generative AI. Learn to verify outputs, protect client confidentiality, bill defensibly, and build your own AI compliance policy today.

2026-07-15 13:00:00

2 hours

Master the new ethics rules for generative AI. Learn to verify outputs, protect client confidentiality, bill defensibly, and build your own AI compliance policy today.

2026-07-15 13:00:00

2 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

When the Ethics Rules Outran Most Lawyers' AI Habits

Generative AI moved from novelty to fixture inside eighteen months, and the rules governing its use crystallized faster than most practices could absorb them. Between July 2024 and early 2026, the ABA issued Formal Opinion 512, more than a dozen state bars released supplemental guidance, courts entered over 300 AI-related standing orders, and the documented sanctions docket grew past 480 U.S. cases. Lawyers who treat consumer ChatGPT, Zoom AI Companion, or Copilot as routine office tools are already exposed under Rules 1.1, 1.6, 3.3, 1.4, and 1.5, often without realizing the verification, vendor diligence, and disclosure obligations now attached to each. This two-hour program maps Op. 512 against Florida 24-1, North Carolina 2024 FEO 1, NYC Bar 2025-6, and Virginia LEO 1901, works through the Heppner privilege ruling and the Mata, Johnson v. Dunn, and Noland sanctions line, and delivers engagement-letter language, a verification protocol, and a personal compliance policy attorneys can use immediately.

Key topics that will be covered

What will you learn

Attorneys will learn what "reasonable understanding" of AI capabilities and limitations requires under Rule 1.1, how independent verification applies to AI work product, and minimum competence obligations.

What will you gain

Attendees gain a working command of the ethical rules governing generative AI use, including engagement letter language and frameworks for building personal AI compliance policies.

Hallucinated citations
Rule 3.3 sanctions landscape covering hallucinated citations and escalating court responses across the docket.
Standing orders
Court standing orders imposing AI disclosure requirements on attorneys filing in those courts.
Vendor tiers
Vendor data handling distinguishing consumer-level from enterprise-tier AI products for client matter use.
Informed consent
Informed consent language addressed through engagement letter provisions covering AI use in representation.
Billing conflict
Rule 1.5 billing and the ABA-Virginia split on AI-accelerated work and fees.
Compliance implementation
Implementation of an AI policy with documentation habits and key policy terms.

What will you learn

Attorneys will learn what "reasonable understanding" of AI capabilities and limitations requires under Rule 1.1, how independent verification applies to AI work product, and minimum competence obligations.

What will you gain

Attendees gain a working command of the ethical rules governing generative AI use, including engagement letter language and frameworks for building personal AI compliance policies.

Agenda

Session 1

Know Before You Prompt: AI Competence Under Rule 1.1

Session 2

Protecting Client Confidentiality Under Rule 1.6

Session 3

AI and Billing the Client

Session 4

Building Your Own AI Compliance Playbook

clock 1:00 pm - 1:30 pm EST

Know Before You Prompt: AI Competence Under Rule 1.1

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

This session applies ABA Formal Opinion 512 and Rule 1.1 to generative AI in practice, covering independent verification standards, the growing sanctions docket, court disclosure orders, and how state bar guidance diverges on the competence floor.

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

clock 1:30 pm - 2:00 pm EST

Protecting Client Confidentiality Under Rule 1.6

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

This session works through Rule 1.6 obligations when using AI tools, distinguishing consumer from enterprise products, addressing vendor data handling, AI transcription tools, informed consent in engagement letters, and the privilege waiver gap after Heppner.

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

clock 2:10 pm - 2:40 pm EST

AI and Billing the Client

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

This session examines Rule 1.4 client communication and Rule 1.5 fee reasonableness when AI shortens task time, working through Opinion 512’s materiality standard, the Virginia LEO 1901 split, and proper pass-through of AI subscription costs.

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

clock 2:40 pm - 3:10 pm EST

Building Your Own AI Compliance Playbook

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

This session equips solo and small-firm attorneys with actionable compliance frameworks drawn from Opinion 512, the Heppner ruling, and emerging case law, covering documentation habits, key policy terms, and implementation guidance for an individual or firm AI policy.

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

01 04
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Hopkins PA

Jan L. Jacobowitz

Legal Ethics Advisor

Jan L. Jacobowitz is a nationally recognized legal ethics, social media, and technology expert and the founder and owner of Legal Ethics Advisor, through which she provides legal ethics consulting, expert testimony, opinion letters, and CLE training to law firms and legal organizations. Recent engagements have addressed attorney fees, conflicts of interest, the unauthorized practice of law, and innovative collaborations to provide legal services. She also continues to teach at the University of Miami School of Law.

Education & Credentials

Jan holds a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is an active member of The Florida Bar, the D.C. Bar, and the State Bar of California. Jan is also a certified civil court mediator. Together, her academic foundation and multi-jurisdictional bar admissions support a national legal ethics consulting and CLE training practice that regularly serves law firms and legal organizations across multiple states.

Recognition & Leadership

In 2018, Jan was invited to become an American Bar Foundation Fellow, an honor limited to one percent of lawyers in each jurisdiction. For over a decade, she directed the Professional Responsibility and Ethics Program (PREP) at Miami Law, which received the 2012 ABA E. Smythe Gambrell Award, the leading national professionalism program award. She is the immediate Past President of the Association of Professional Responsibility Lawyers (APRL) and a co-author of its influential 2015 and 2016 advertising reports.

Professional Involvement

Jan serves as Co-Chair of APRL's Future of Lawyering Committee and as a member of its Advertising Committee. She has served as APRL liaison to multiple ABA committees, including the Standing Committee on Ethics and Professional Responsibility. She served on the Miami-Dade Commission on Ethics and the Public Trust and as Vice Chairman of Broward County's Committee on Oversight of the Inspector General. She has presented at hundreds of ethics CLE seminars and authored two books on legal ethics.

Experience

Before transitioning to legal education and ethics consulting, Jan practiced law for over twenty years. She began as a Legal Aid attorney in the District of Columbia, then prosecuted Nazi war criminals at the U.S. Department of Justice's Office of Special Investigations. She subsequently entered private practice with general practice and commercial litigation firms in Washington and Miami. At Miami Law, she led PREP to national recognition and continues to teach legal ethics, social media law, and mindful ethics there today.

Jan L. Jacobowitz

Legal Ethics Advisor

Jan L. Jacobowitz is a nationally recognized legal ethics, social media, and technology expert and the founder and owner of Legal Ethics Advisor, through which she provides legal ethics consulting, expert testimony, opinion letters, and CLE training to law firms and legal organizations. Recent engagements have addressed attorney fees, conflicts of interest, the unauthorized practice of law, and innovative collaborations to provide legal services. She also continues to teach at the University of Miami School of Law.

Education & Credentials

Jan holds a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is an active member of The Florida Bar, the D.C. Bar, and the State Bar of California. Jan is also a certified civil court mediator. Together, her academic foundation and multi-jurisdictional bar admissions support a national legal ethics consulting and CLE training practice that regularly serves law firms and legal organizations across multiple states.

Recognition & Leadership

In 2018, Jan was invited to become an American Bar Foundation Fellow, an honor limited to one percent of lawyers in each jurisdiction. For over a decade, she directed the Professional Responsibility and Ethics Program (PREP) at Miami Law, which received the 2012 ABA E. Smythe Gambrell Award, the leading national professionalism program award. She is the immediate Past President of the Association of Professional Responsibility Lawyers (APRL) and a co-author of its influential 2015 and 2016 advertising reports.

Professional Involvement

Jan serves as Co-Chair of APRL's Future of Lawyering Committee and as a member of its Advertising Committee. She has served as APRL liaison to multiple ABA committees, including the Standing Committee on Ethics and Professional Responsibility. She served on the Miami-Dade Commission on Ethics and the Public Trust and as Vice Chairman of Broward County's Committee on Oversight of the Inspector General. She has presented at hundreds of ethics CLE seminars and authored two books on legal ethics.

Experience

Before transitioning to legal education and ethics consulting, Jan practiced law for over twenty years. She began as a Legal Aid attorney in the District of Columbia, then prosecuted Nazi war criminals at the U.S. Department of Justice's Office of Special Investigations. She subsequently entered private practice with general practice and commercial litigation firms in Washington and Miami. At Miami Law, she led PREP to national recognition and continues to teach legal ethics, social media law, and mindful ethics there today.

Robin C. Schard

University of Miami School of Law Library

Robin Schard is a librarian and legal information professional with over 25 years of experience, currently serving as Director of the University of Miami School of Law Library. At UM, she teaches courses on legal research, artificial intelligence, and other law-related technology, and has also delivered numerous CLEs and workshops on research and technology. Her work bridges traditional legal research scholarship with the rapidly evolving technology tools that today’s practicing attorneys and law students rely on.

Education & Credentials

Robin earned a B.A. and an M.L.S. from Rutgers University. She also holds a J.D. from the University of Miami School of Law, where she served as an Associate Editor of the Inter-American Law Review. This combination of legal training, library science, and law review experience equips her with both the doctrinal foundation and the information-management expertise that define her teaching and leadership in legal research, artificial intelligence, and law-related technology at Miami Law.

Recognition & Leadership

Robin serves on the editorial board of the peer-reviewed journal Internet Reference Services Quarterly, where she contributes to advancing scholarships at the intersection of librarianship and digital information services. Before returning to Miami, she worked at Marquette University School of Law and was a regular columnist for the Marquette Elder's Advisor. Her director role at the University of Miami School of Law Library reflects more than two decades of leadership and contribution to the legal information profession.

Professional Involvement

Robin is an active member of the American Association of Law Libraries (AALL), the leading professional organization for legal information professionals in the United States, where she participates on several committees. Her teaching at the University of Miami School of Law covers legal research, artificial intelligence, and other law-related technology, and she also frequently delivers CLEs and workshops to the broader legal community on emerging research methodologies and technology tools that support attorneys in modern practice.

Experience

Robin has built her career at the intersection of law librarianship, legal research instruction, and emerging technology. Prior to returning to the University of Miami, where she now directs the School of Law Library, she worked at Marquette University School of Law and contributed regularly as a columnist to the Marquette Elder's Advisor. At UM, she leads library operations while teaching legal research, artificial intelligence, and law-related technology courses, and continues to deliver CLEs and workshops nationally.

Christopher B. Hopkins

Hopkins PA

Christopher B. Hopkins is a trial and appellate lawyer with Hopkins PA in West Palm Beach, bringing nearly three decades of experience in commercial and civil litigation for businesses and families. He also represents Florida lawyers in bar discipline cases. His practice focuses on emerging technologies, including privacy, defamation, data breaches, and internet crimes. A frequent speaker and prolific author, he has published over 100 articles spanning litigation, technology, and ethics, and integrates cutting-edge technology and AI into his litigation practice.

Education & Credentials

Christopher earned his J.D. from Tulane Law School, a Master's degree from Wesley Theological Seminary, and a B.A. from the University of Richmond. He is admitted to practice in Florida, New York, and the District of Columbia, as well as before the Florida federal district courts, the D.C. Circuit, the 5th and 11th Circuits, the D.C. Court of Appeals, and the U.S. Supreme Court. This breadth of admissions supports a robust trial and appellate practice.

Recognition & Leadership

Christopher serves as an Attorney Fee Arbitrator for The Florida Bar (2022–present) and has twice chaired the Technology Committee of the Palm Beach County Bar Association (2011–13 and 2022–23). He was a Trustee of the Chamber of Commerce of the Palm Beaches from 2018 to 2025 and served on the Advisory Board of FAU's School of Public Administration. He was Executive Mentor for the Chamber of Commerce of the Palm Beaches and graduated with Leadership West Palm Beach's Class of 2019.

Professional Involvement

Christopher contributed to The Florida Bar's Pro Se Appellate Handbook Committee in 2016 and served on the editorial board of Trial Advocate Quarterly from 2004 to 2021, including as interim editor in 2011–12. He teaches Constitutional Law II, Litigation, and Moot Court at the Florida Atlantic University Honors College as an Adjunct Professor. He is a frequent CLE speaker and author on emerging-technology law topics, including social media discovery, drone-acquired evidence, cryptocurrency, GPS surveillance, and arbitration enforcement.

Experience

Christopher's prior firm affiliations include McDonald Hopkins LLC, Akerman LLP, Butzel Long, and Cole Scott & Kissane, where he developed his trial and appellate practice across complex commercial, professional malpractice, and litigation matters. His reported decisions span Florida appellate courts and beyond, including Netchoice v. Florida (amicus), Schwartz v. ADP, and Scharrer v. FAS (Florida Bar Advisory Opinion). Today, his Hopkins PA practice integrates traditional litigation with emerging technology, privacy, defamation, and lawyer discipline matters.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Explore Our Featured Programs

Master IRS-proof tax strategies to slash your tax bill, maximize deductions on home offices, vehicles, and second homes, optimize S Corp elections, and build wealth while audit-proofing your law practice.

June 19, 2026

3 Hour Program

MCLE Credits

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:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

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:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
  • Audit-proof your tax return and ensure your business isn’t labeled a “hobby” by the IRS
  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Closed-captioning available

2026-06-19 13:00:00

Build AI Into Practice. Design custom GPTs, deploy Copilot agents, and automate repetitive transactional, litigation, and operations work, then scale AI efficiencies across your entire legal team.

July 22, 2026

2 Hour Program

MCLE Credits

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:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

2026-07-22 14:00:00

Master trust selection and drafting. Learn to structure revocable and irrevocable trusts, navigate Medicaid planning, administer estates confidently, and shield fiduciary clients from liability—immediately applicable to your practice.

June 30, 2026

2 Hour Program

MCLE Credits

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:

  • Revocable vs. irrevocable
    • Flexibility
    • Tax treatment
    • Asset protection
    • Life circumstances
  • Revocable trusts
    • Joint vs. his & hers
    • Income taxes
    • Estate taxes
    • Ideal candidates

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:

  • Common types of irrevocable trusts
    • Medicaid asset protection
    • Spousal lifetime access
    • Irrevocable life insurance
    • Special needs
    • Drafting tips
  • Trust administration
    • Separate EIN needs
    • 4 key phases of trust administration
    • Avoiding trust contests
    • Protecting your fiduciary

Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

2026-06-30 14:00:00

FAQ

Get answers before you ask

Are all CLE programs included with an unlimited pass purchase?

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

Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Pending
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs