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Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Attorneys will learn how to use interrogatories, requests for production, requests for admission, and depositions in federal civil litigation.
Attorneys will gain practical tips for drafting clear discovery requests and responses to minimize objections and disputes in court.
Attorneys will learn how to use interrogatories, requests for production, requests for admission, and depositions in federal civil litigation.
Attorneys will gain practical tips for drafting clear discovery requests and responses to minimize objections and disputes in court.
Agenda
Session 1
Role of Discovery and Purposes of Different Discovery Types
Session 2
Importance and Examples of Adhering to Local Rules and Judge-Specific Preferences
Session 3
Drafting Tips
Session 4
Meet and Confers; Navigating Discovery Disputes in Litigation
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Panelists examine how interrogatories, requests for production, requests for admission, and depositions each serve distinct strategic functions, and how selecting the right tool at the right stage shapes the outcome of federal civil litigation.
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Beyond the Federal Rules, every court and judge carries distinct procedural expectations. Panelists walk through real examples of how local rules and standing orders directly affect discovery strategy, compliance, and credibility before the bench.
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Effective discovery begins with precise, well-crafted requests. Panelists share practical drafting techniques to minimize ambiguity, anticipate objections, and produce responses that hold up under scrutiny — saving clients time and litigation costs.
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
When discovery breaks down, the meet-and-confer process becomes critical. Panelists outline proven strategies for resolving disputes efficiently, avoiding unnecessary motion practice, and preserving professional relationships throughout contentious litigation.
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
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
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
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
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
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
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
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
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
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.
Miller Canfield
U.S. Court of Appeals for the Eleventh Circuit
Fairfield University Charles F. Dolan School of Business
Duane Morris LLP
Haug Partners LLP
U.S. District Court for the Southern District of Florida
Miller Canfield
Matthew P. Allen is a Principal at Miller Canfield and leads the firm’s securities litigation team. A business litigator and trial lawyer with broad courtroom experience spanning Detroit’s criminal courts to bet-the-company securities and international intellectual property disputes, Matt has also conducted sensitive internal investigations for corporations and universities involving export controls, national security, espionage, international securities fraud, and sexual abuse and assault. He is a court-certified mediator and complex commercial arbitrator with the American Arbitration Association, and has tried an international arbitration in Stockholm, Sweden under the Swedish Arbitration Act, in addition to litigating FINRA securities arbitrations and AAA commercial matters. Matt is a Fellow of the Litigation Counsel of America — an invitation-only trial lawyer honorary society limited to fewer than one-half of one percent of American lawyers — and has been consistently recognized in Best Lawyers in America, Michigan Super Lawyers, and Leading Lawyers. He earned his B.A. in Political Science and English from the State University of New York College at Fredonia and his J.D. from Wayne State University Law School, where he served as Editor-in-Chief of the Wayne Law Review and clerked for the Chief U.S. District Judge for the Eastern District of Michigan.
U.S. Court of Appeals for the Eleventh Circuit
Christina Dines is currently serving as a judicial law clerk for the Honorable Adalberto Jordan of the U.S. Court of Appeals for the Eleventh Circuit. Her clerkship experience is exceptional in breadth: she previously clerked for the Honorable John L. Sinatra, Jr. of the U.S. District Court for the Western District of New York and for Justice John D. Couriel of the Florida Supreme Court. In addition to her three clerkships, Christina brings substantial litigation experience from her prior role as a senior associate in the Miami office of Baker McKenzie LLP, where she was a member of the Litigation & Government Enforcement Practice Group, representing clients in complex civil disputes, internal and external investigations, and federal civil RICO matters across multiple state and federal courts including the U.S. Supreme Court. She graduated from the University of Notre Dame and Notre Dame Law School, was a Division I coxswain, and serves on the Notre Dame Monogram Club Board of Directors. She also serves on the Federal Bar Association’s Federal Judicial Law Clerk Committee.
Fairfield University Charles F. Dolan School of Business
Debra M. Strauss is a Professor of Business Law at Fairfield University’s Charles F. Dolan School of Business, where she teaches international law, business law, and applied ethics. A Phi Beta Kappa graduate of Cornell University and Yale Law School, she clerked for the Honorable Charles L. Brieant, Chief Judge of the U.S. District Court for the Southern District of New York, before practicing commercial litigation at Rogers & Wells (now Clifford Chance LLP). Professor Strauss is the author of Behind the Bench: The Guide to Judicial Clerkships (West Academic Publishing, 3rd ed. 2023) — a leading practitioner and student resource on the courts — and previously served as the founding Director of Judicial Clerkship Counseling and Programs at Yale Law School. She authored the National Judicial Clerkship Study for the American Bar Association and the National Association for Law Placement, and is a founder and officer of the Connecticut Chapter of the Federal Bar Association. She serves as Co-Chair of the Federal Judicial Law Clerk Committee of the FBA Judiciary Division.
Duane Morris LLP
Anoosheh Shaikh is an Associate in Duane Morris LLP’s Miami office, where she has developed a well-rounded litigation practice focused on complex commercial disputes, securities matters, and employment litigation. She is well-versed in end-to-end litigation strategy, including managing discovery, drafting motions, and preparing for trial. Prior to joining Duane Morris, she served as a law clerk to the Honorable Embry Kidd of the U.S. District Court for the Middle District of Florida. Anoosheh is a 2022 cum laude graduate of the University of Miami School of Law, where she served as Vice President of the Charles C. Papy Jr. Moot Court Board and was a member of the International and Comparative Law Review. She was inducted into the Order of Barristers National Honors Society for excellence in oral advocacy and brief writing. She is also a cum laude graduate of The George Washington University.
Haug Partners LLP
Kaitlin Farrell is a Partner at Haug Partners LLP in New York, where her practice focuses on patent litigation and pre-lawsuit investigations in matters involving pharmaceuticals, medical devices, chemicals, cosmetics, food and beverage, automotive, and consumer products. She is a registered patent attorney who leverages her life sciences background — a B.S. in Biological Sciences and Anthropology from Fordham University — to develop results-oriented strategies for clients seeking to maximize the value of their patent assets. Kaitlin has litigated major patent disputes before the PTAB, the ITC, and patent venues across the country, and has represented clients before the U.S. Supreme Court and the U.S. Court of Appeals for the Federal Circuit. She was elevated to partner as of April 2022 and was named among the top intellectual property attorneys for 2024 by Attorney Intel. She earned her J.D. from Notre Dame Law School (2017), where she was President of the Women’s Legal Forum and completed an externship at the USPTO Office of Patent Legal Administration, and received the ABA/Bloomberg BNA Award for Excellence in the Study of Intellectual Property Law.
U.S. District Court for the Southern District of Florida
The Honorable Marty Fulgueira Elfenbein was sworn in as a United States Magistrate Judge for the Southern District of Florida on March 11, 2024, and is based at the C. Clyde Atkins U.S. Courthouse in Miami. Before joining the federal judiciary, Judge Elfenbein served as an Assistant United States Attorney in the Southern District of Florida from September 2018 to March 2024, prosecuting cases in the Major Crimes and Economic and Environmental Crimes Sections. In her final year as a federal prosecutor, she served as Chief of the Collateral Litigation Section, overseeing all post-conviction litigation and filter reviews on a district-wide basis. Prior to her AUSA tenure, she clerked for the Honorable Beth Bloom in the Southern District of Florida. Before her government service, she was an associate and later a partner at Rumberger, Kirk & Caldwell, P.A. from 2006 to 2016, where her federal and state practice focused on aviation law, products liability, premises liability, and insurance defense. She earned her B.S. in Newspaper Journalism and her J.D. in 2002 and 2005, respectively, both from the University of Florida.
Miller Canfield
Matthew P. Allen is a Principal at Miller Canfield and leads the firm’s securities litigation team. A business litigator and trial lawyer with broad courtroom experience spanning Detroit’s criminal courts to bet-the-company securities and international intellectual property disputes, Matt has also conducted sensitive internal investigations for corporations and universities involving export controls, national security, espionage, international securities fraud, and sexual abuse and assault. He is a court-certified mediator and complex commercial arbitrator with the American Arbitration Association, and has tried an international arbitration in Stockholm, Sweden under the Swedish Arbitration Act, in addition to litigating FINRA securities arbitrations and AAA commercial matters. Matt is a Fellow of the Litigation Counsel of America — an invitation-only trial lawyer honorary society limited to fewer than one-half of one percent of American lawyers — and has been consistently recognized in Best Lawyers in America, Michigan Super Lawyers, and Leading Lawyers. He earned his B.A. in Political Science and English from the State University of New York College at Fredonia and his J.D. from Wayne State University Law School, where he served as Editor-in-Chief of the Wayne Law Review and clerked for the Chief U.S. District Judge for the Eastern District of Michigan.
U.S. Court of Appeals for the Eleventh Circuit
Christina Dines is currently serving as a judicial law clerk for the Honorable Adalberto Jordan of the U.S. Court of Appeals for the Eleventh Circuit. Her clerkship experience is exceptional in breadth: she previously clerked for the Honorable John L. Sinatra, Jr. of the U.S. District Court for the Western District of New York and for Justice John D. Couriel of the Florida Supreme Court. In addition to her three clerkships, Christina brings substantial litigation experience from her prior role as a senior associate in the Miami office of Baker McKenzie LLP, where she was a member of the Litigation & Government Enforcement Practice Group, representing clients in complex civil disputes, internal and external investigations, and federal civil RICO matters across multiple state and federal courts including the U.S. Supreme Court. She graduated from the University of Notre Dame and Notre Dame Law School, was a Division I coxswain, and serves on the Notre Dame Monogram Club Board of Directors. She also serves on the Federal Bar Association’s Federal Judicial Law Clerk Committee.
Fairfield University Charles F. Dolan School of Business
Debra M. Strauss is a Professor of Business Law at Fairfield University’s Charles F. Dolan School of Business, where she teaches international law, business law, and applied ethics. A Phi Beta Kappa graduate of Cornell University and Yale Law School, she clerked for the Honorable Charles L. Brieant, Chief Judge of the U.S. District Court for the Southern District of New York, before practicing commercial litigation at Rogers & Wells (now Clifford Chance LLP). Professor Strauss is the author of Behind the Bench: The Guide to Judicial Clerkships (West Academic Publishing, 3rd ed. 2023) — a leading practitioner and student resource on the courts — and previously served as the founding Director of Judicial Clerkship Counseling and Programs at Yale Law School. She authored the National Judicial Clerkship Study for the American Bar Association and the National Association for Law Placement, and is a founder and officer of the Connecticut Chapter of the Federal Bar Association. She serves as Co-Chair of the Federal Judicial Law Clerk Committee of the FBA Judiciary Division.
Duane Morris LLP
Anoosheh Shaikh is an Associate in Duane Morris LLP’s Miami office, where she has developed a well-rounded litigation practice focused on complex commercial disputes, securities matters, and employment litigation. She is well-versed in end-to-end litigation strategy, including managing discovery, drafting motions, and preparing for trial. Prior to joining Duane Morris, she served as a law clerk to the Honorable Embry Kidd of the U.S. District Court for the Middle District of Florida. Anoosheh is a 2022 cum laude graduate of the University of Miami School of Law, where she served as Vice President of the Charles C. Papy Jr. Moot Court Board and was a member of the International and Comparative Law Review. She was inducted into the Order of Barristers National Honors Society for excellence in oral advocacy and brief writing. She is also a cum laude graduate of The George Washington University.
Haug Partners LLP
Kaitlin Farrell is a Partner at Haug Partners LLP in New York, where her practice focuses on patent litigation and pre-lawsuit investigations in matters involving pharmaceuticals, medical devices, chemicals, cosmetics, food and beverage, automotive, and consumer products. She is a registered patent attorney who leverages her life sciences background — a B.S. in Biological Sciences and Anthropology from Fordham University — to develop results-oriented strategies for clients seeking to maximize the value of their patent assets. Kaitlin has litigated major patent disputes before the PTAB, the ITC, and patent venues across the country, and has represented clients before the U.S. Supreme Court and the U.S. Court of Appeals for the Federal Circuit. She was elevated to partner as of April 2022 and was named among the top intellectual property attorneys for 2024 by Attorney Intel. She earned her J.D. from Notre Dame Law School (2017), where she was President of the Women’s Legal Forum and completed an externship at the USPTO Office of Patent Legal Administration, and received the ABA/Bloomberg BNA Award for Excellence in the Study of Intellectual Property Law.
U.S. District Court for the Southern District of Florida
The Honorable Marty Fulgueira Elfenbein was sworn in as a United States Magistrate Judge for the Southern District of Florida on March 11, 2024, and is based at the C. Clyde Atkins U.S. Courthouse in Miami. Before joining the federal judiciary, Judge Elfenbein served as an Assistant United States Attorney in the Southern District of Florida from September 2018 to March 2024, prosecuting cases in the Major Crimes and Economic and Environmental Crimes Sections. In her final year as a federal prosecutor, she served as Chief of the Collateral Litigation Section, overseeing all post-conviction litigation and filter reviews on a district-wide basis. Prior to her AUSA tenure, she clerked for the Honorable Beth Bloom in the Southern District of Florida. Before her government service, she was an associate and later a partner at Rumberger, Kirk & Caldwell, P.A. from 2006 to 2016, where her federal and state practice focused on aviation law, products liability, premises liability, and insurance defense. She earned her B.S. in Newspaper Journalism and her J.D. in 2002 and 2005, respectively, both from the University of Florida.
Plans
| 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
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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+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Bootcamps |
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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+ |
| 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.) |
|
| Instant Certificates After Completion |
|
| Personalized CLE Platform |
|
| Live Conferences |
|
| Bootcamps |
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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
2026-03-30 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