Course Overview
Attorneys will learn how ethics rules, including Rules 1.5, 1.2, 1.4, and 5, apply to attorney-client engagement agreements and fee arrangements.
Attorneys will gain practical strategies for drafting clear, enforceable engagement letters that comply with professional conduct rules and prevent fee disputes.
Attorneys will learn how ethics rules, including Rules 1.5, 1.2, 1.4, and 5, apply to attorney-client engagement agreements and fee arrangements.
Attorneys will gain practical strategies for drafting clear, enforceable engagement letters that comply with professional conduct rules and prevent fee disputes.
Agenda
Session 1
Foundational Rules Governing Attorney-Client Fee Negotiations
Session 2
Applying Professional Conduct Rules to Engagement Agreements
Session 3
Best Practices for Engagement Agreement Content Development
Session 4
Structuring Fee Agreements: Format and Substance Essentials
Session 5
Incorporating Litigation and Transaction Stages into Agreements
Session 6
Maximizing Budgeting Information and Cost Transparency Language
Session 7
Essential Miscellaneous Clauses Enhancing Agreement Effectiveness
Session 8
Incorporating and Adhering to Outside Counsel Guidelines
Session 9
Lessons Learned from Fee Agreement Disputes
12:00 pm - 12:15 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session explores the fundamental ethical rules (1.2, 1.4, 1.5, and Rule 5) that govern engagement agreements and fee arrangements. Participants will learn why attorney-client contracts differ from ordinary commercial agreements due to their fiduciary nature, and how clients maintain authority over scope and payment terms.
Wyatt Partners
Wyatt Partners
Wyatt Partners
12:15 pm - 12:30 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session examines how Rule 1.5’s eight reasonableness factors apply when structuring fees, including case complexity, workload expectations, and stakes involved. Participants will also learn about contingent fee requirements, fee splitting rules, and why ambiguities in agreements are construed against the drafting attorney.
Wyatt Partners
Wyatt Partners
Wyatt Partners
12:30 pm - 12:45 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session covers the critical assessments needed before drafting an engagement agreement, including matter complexity, jurisdiction analysis, and proportionality of costs to stakes. Participants will learn how to properly identify clients, evaluate monetary and non-monetary risks, and determine appropriate staffing structures including local counsel and expert supervision.
Wyatt Partners
Wyatt Partners
Wyatt Partners
12:45 pm - 1:00 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session examines different fee arrangement types including fixed fees, hourly fees, contingent fees, and hybrid agreements. Participants will learn how early matter assessments serve as planning tools and how to create effective budgeting frameworks that remain living documents throughout the engagement.
Wyatt Partners
Wyatt Partners
Wyatt Partners
1:10 pm - 1:25 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session addresses how matters evolve and when engagement agreements require modification through riders, addendums, or entirely new agreements. Participants will learn to identify when existing counsel arrangements need adjustment and how to manage work increments across different phases of litigation or transactions.
Wyatt Partners
Wyatt Partners
Wyatt Partners
1:25 pm - 1:40 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session focuses on incorporating outside counsel billing guidelines into engagement agreements to establish clear expectations and prohibited charges. Participants will learn about common billing restrictions, document review cost management, block billing considerations, and how to address rate increases proactively.
Wyatt Partners
Wyatt Partners
Wyatt Partners
1:40 pm - 1:50 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session covers critical supplementary provisions including choice of law, dispute resolution mechanisms, staffing and rate disclosures, and insurance-related considerations. Participants will learn about audit provisions, most favored nation clauses, termination terms, and confidentiality requirements that strengthen engagement agreements.
Wyatt Partners
Wyatt Partners
Wyatt Partners
1:50 pm - 2:00 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session examines how to effectively integrate outside counsel billing guidelines into engagement agreements to create clear rules governing the attorney-client relationship. Participants will learn how to address potential conflicts between engagement terms and billing guidelines, and establish which document controls.
Wyatt Partners
Wyatt Partners
Wyatt Partners
2:00 pm - 2:10 pm EST
Wyatt Partners
Wyatt Partners
Wyatt Partners
This session presents real-world case examples illustrating common pitfalls in engagement agreements, from hybrid fee valuation issues to document review planning failures. Participants will learn critical lessons about following client instructions, properly identifying clients, supervising experts, and maintaining time records regardless of fee arrangement type.
Wyatt Partners
Wyatt Partners
Wyatt Partners
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.
Wyatt Partners
Steven A. Tasher is one of the nation’s leading experts on legal fee matters, serving as Chief Executive Officer of Wyatt Partners, a multi-faceted legal services company. He assesses and evaluates the reasonableness of attorney’s fees/expenses and settlements in complex litigation in federal and state courts and arbitration panels throughout the United States and around the world.
Wyatt Partners
Steven A. Tasher is one of the nation’s leading experts on legal fee matters, serving as Chief Executive Officer of Wyatt Partners, a multi-faceted legal services company. He assesses and evaluates the reasonableness of attorney’s fees/expenses and settlements in complex litigation in federal and state courts and arbitration panels throughout the United States and around the world.
Wyatt Partners
Lindsay H. Tasher is a Managing Director at Wyatt Partners, focusing on attorney fee expert witness work, advising major corporations and law firms on litigation budget programs and billing guidelines, and assessing the reasonableness of attorneys’ fees and settlements in complex litigation.
Wyatt Partners
Samuel L. Tasher is Managing Director at Wyatt Partners, providing expert analysis and opinions on the reasonableness of attorneys’ fees and settlements in complex litigation and transactions around the world, and serving as an advisor to major corporations and law firms on billing guidelines and legal spend management.
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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| Personalized CLE Platform |
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| Bootcamps |
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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 |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
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
