Register for Annual Pass, 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

On-Demand Video

Register for instant access to the recorded video of this one webinar.

Register for Recorded – $195.00

Employee Handbooks – Best Practices and Potential Pitfalls (Presented by the Federal Bar Association Labor & Employment Law Section)

2025-03-11 14:00:00

1.5 hours

2025-03-11 14:00:00

1.5 Credits

Essential guidance on drafting compliant employee handbooks, covering multi-state requirements, common pitfalls, and litigation-proofing strategies for employers.

2025-03-11 14:00:00

1.5 hours

Essential guidance on drafting compliant employee handbooks, covering multi-state requirements, common pitfalls, and litigation-proofing strategies for employers.

2025-03-11 14:00:00

1.5 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

Drafting Multi-Jurisdictional Employee Handbooks

Participants will learn essential strategies for creating legally compliant employee handbooks across multiple states and jurisdictions. These skills help minimize litigation risk while maintaining practical workplace policies.

Key topics that will be covered

What will you learn

Attorneys will learn essential considerations for drafting and revising employee handbooks, including legal benefits, common pitfalls, multi-state compliance strategies, and Puerto Rico employment law requirements.

What will you gain

Attorneys will gain practical strategies for creating legally defensible handbooks and understanding how plaintiff-side lawyers use poorly drafted handbooks in litigation.

Handbook Goals
Handbooks provide legal protection and document compliance while setting employee expectations.
Essential Policies
Key policies include anti-discrimination, wage and hour, workplace conduct, and leave provisions.
Policies to Avoid
Avoid arbitration clauses, probationary periods, and rigid progressive discipline policies in handbooks.
Multi-State Compliance
Address distributed workforces through highest common denominator or state-by-state compliance approaches.
Puerto Rico Requirements
Puerto Rico treats handbooks as contracts and requires just cause for termination.
Litigation Perspectives
Plaintiff attorneys use policy deviations and subjective criteria as discrimination evidence.

What will you learn

Attorneys will learn essential considerations for drafting and revising employee handbooks, including legal benefits, common pitfalls, multi-state compliance strategies, and Puerto Rico employment law requirements.

What will you gain

Attorneys will gain practical strategies for creating legally defensible handbooks and understanding how plaintiff-side lawyers use poorly drafted handbooks in litigation.

Agenda

Session 1

Understanding Employee Handbook Goals and Key Benefits

Session 2

Essential Handbook Policies and Common Pitfalls

Session 3

Managing Multi-State and Multi-Jurisdictional Handbook Compliance

Session 4

Puerto Rico's Unique Employment Law Requirements

Session 5

Break

Session 6

Plaintiff Attorney Perspectives: Case Studies and Scenarios

Session 7

Interactive Q&A: Addressing Your Handbook Questions

clock 2:00 pm - 2:15 pm EST

Understanding Employee Handbook Goals and Key Benefits

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

This session explores the practical and legal purposes of employee handbooks, from welcoming new employees to minimizing legal risk. Participants will learn how to view handbooks as potential court exhibits and understand key risks including contractual obligations and outdated content.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

clock 2:15 pm - 2:30 pm EST

Essential Handbook Policies and Common Pitfalls

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

A deep dive into must-have policies including anti-discrimination, wage and hour, workplace conduct, and leave policies. This session also covers policies to avoid such as probationary periods and rigid progressive discipline, along with current DEI policy considerations.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

clock 2:30 pm - 2:45 pm EST

Managing Multi-State and Multi-Jurisdictional Handbook Compliance

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

Learn strategies for addressing distributed workforces across multiple states, including the highest common denominator approach versus state-by-state compliance. This session covers handbook structure options, cost considerations, and navigating complex leave entitlement stacking across jurisdictions.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

clock 2:45 pm - 3:00 pm EST

Puerto Rico's Unique Employment Law Requirements

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

Discover why Puerto Rico requires special handbook treatment, including the handbook-as-contract doctrine and the absence of at-will employment. This session covers required protocols for domestic violence, workplace bullying, and sexual harassment, plus Puerto Rico’s extensive leave laws.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

clock 3:00 pm - 3:10 pm EST

Break

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

A short intermission allowing participants to refresh before the final sessions. Use this time to review notes and prepare questions for the upcoming case studies and Q&A.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

clock 3:10 pm - 3:30 pm EST

Plaintiff Attorney Perspectives: Case Studies and Scenarios

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

Gain insight into how plaintiff-side employment lawyers use poorly drafted handbooks in discrimination litigation. This session examines why disclaimers aren’t bulletproof, how policy deviations serve as evidence of discriminatory intent, and common employer mistakes to avoid.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

clock 3:30 pm - 3:40 pm EST

Interactive Q&A: Addressing Your Handbook Questions

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

An open forum for participants to ask questions and discuss specific handbook challenges with the presenters. This session provides an opportunity to clarify concepts and explore real-world application of the material covered.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

01 07
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.

David A. Michel

Sherin and Lodgen LLP

Jack Blum

Polsinelli

James Noel

McConnell Valdés LLC

Brian J. MacDonough

Sherin and Lodgen LLP

David A. Michel

Sherin and Lodgen LLP

David A. Michel is a litigation partner at Sherin and Lodgen LLP in Boston, where he assists clients in resolving complex employment, business, and real estate disputes. His practice covers a broad range of civil and commercial matters in federal and state courts and through alternative dispute resolution, with particular focus on employment matters involving restrictive covenants, discrimination, wrongful termination, and wage and hour litigation, as well as commercial and real estate disputes including adverse possession, breach of contract, brokerage, and zoning. He is Chair of the Federal Bar Association’s Labor and Employment Section and previously served as 1st Circuit Representative on the Board of the FBA’s Younger Lawyers Division. Prior to Sherin and Lodgen, David served as a Staff Attorney for the Committee for Public Counsel Services’ Public Defender Division, where he represented indigent defendants in criminal matters. He holds a B.A. from The George Washington University and a J.D. from Boston University School of Law, where he graduated with Honors in the Litigation and ADR Concentration.

Education & Credentials

David holds a Bachelor of Arts from The George Washington University and a Juris Doctor from Boston University School of Law, where he earned Honors in the Litigation and Alternative Dispute Resolution Concentration — a distinction that reflects his academic grounding in the areas that now define his practice. During law school, he served as Submissions Editor of the Boston University Public Interest Law Journal. His prior service as a Staff Attorney with the Committee for Public Counsel Services, where he represented indigent defendants through trial, supplemented his academic credentials with direct courtroom experience before he joined Sherin and Lodgen.

Recognition & Leadership

David serves as Chair of the Federal Bar Association's Labor and Employment Section — a national leadership role that reflects his engagement with and standing in the federal labor and employment law community. He previously served as 1st Circuit Representative on the Board of the FBA's Younger Lawyers Division, demonstrating sustained FBA leadership across career stages. His elevation to partner at Sherin and Lodgen, a firm recognized by Chambers USA for Labor and Employment and by U.S. News Best Law Firms for Employment Law, reflects consistent peer and client recognition of his litigation quality and professional judgment.

Professional Involvement

David is Chair of the FBA's Labor and Employment Section and a former board member of the FBA's Younger Lawyers Division (1st Circuit Representative). At Sherin and Lodgen, he is a member of the Litigation Department, contributing to a practice recognized by Chambers USA for Labor and Employment and listed in the Best Lawyers Best Law Firms rankings. He has presented at the FBA's Labor and Employment Law Washington DC Roadshow and regularly contributes to the firm's employment and real estate litigation practice.

Experience

David Michel has built a litigation practice at Sherin and Lodgen that spans two demanding and distinct areas — employment law and commercial/real estate disputes — while maintaining an active role in the Federal Bar Association's national labor and employment leadership. His BU Law Honors in Litigation and ADR, his public defender experience representing indigent defendants through trial, and his decade-plus at Sherin and Lodgen representing both companies and individuals in complex federal and state court proceedings reflect a litigator whose courtroom and ADR experience is matched by substantive breadth across the employment and real estate practice areas he now leads as a partner.

David A. Michel

Sherin and Lodgen LLP

David A. Michel is a litigation partner at Sherin and Lodgen LLP in Boston, where he assists clients in resolving complex employment, business, and real estate disputes. His practice covers a broad range of civil and commercial matters in federal and state courts and through alternative dispute resolution, with particular focus on employment matters involving restrictive covenants, discrimination, wrongful termination, and wage and hour litigation, as well as commercial and real estate disputes including adverse possession, breach of contract, brokerage, and zoning. He is Chair of the Federal Bar Association’s Labor and Employment Section and previously served as 1st Circuit Representative on the Board of the FBA’s Younger Lawyers Division. Prior to Sherin and Lodgen, David served as a Staff Attorney for the Committee for Public Counsel Services’ Public Defender Division, where he represented indigent defendants in criminal matters. He holds a B.A. from The George Washington University and a J.D. from Boston University School of Law, where he graduated with Honors in the Litigation and ADR Concentration.

Education & Credentials

David holds a Bachelor of Arts from The George Washington University and a Juris Doctor from Boston University School of Law, where he earned Honors in the Litigation and Alternative Dispute Resolution Concentration — a distinction that reflects his academic grounding in the areas that now define his practice. During law school, he served as Submissions Editor of the Boston University Public Interest Law Journal. His prior service as a Staff Attorney with the Committee for Public Counsel Services, where he represented indigent defendants through trial, supplemented his academic credentials with direct courtroom experience before he joined Sherin and Lodgen.

Recognition & Leadership

David serves as Chair of the Federal Bar Association's Labor and Employment Section — a national leadership role that reflects his engagement with and standing in the federal labor and employment law community. He previously served as 1st Circuit Representative on the Board of the FBA's Younger Lawyers Division, demonstrating sustained FBA leadership across career stages. His elevation to partner at Sherin and Lodgen, a firm recognized by Chambers USA for Labor and Employment and by U.S. News Best Law Firms for Employment Law, reflects consistent peer and client recognition of his litigation quality and professional judgment.

Professional Involvement

David is Chair of the FBA's Labor and Employment Section and a former board member of the FBA's Younger Lawyers Division (1st Circuit Representative). At Sherin and Lodgen, he is a member of the Litigation Department, contributing to a practice recognized by Chambers USA for Labor and Employment and listed in the Best Lawyers Best Law Firms rankings. He has presented at the FBA's Labor and Employment Law Washington DC Roadshow and regularly contributes to the firm's employment and real estate litigation practice.

Experience

David Michel has built a litigation practice at Sherin and Lodgen that spans two demanding and distinct areas — employment law and commercial/real estate disputes — while maintaining an active role in the Federal Bar Association's national labor and employment leadership. His BU Law Honors in Litigation and ADR, his public defender experience representing indigent defendants through trial, and his decade-plus at Sherin and Lodgen representing both companies and individuals in complex federal and state court proceedings reflect a litigator whose courtroom and ADR experience is matched by substantive breadth across the employment and real estate practice areas he now leads as a partner.

Jack Blum

Polsinelli

Jack Blum is an experienced employment law advisor and litigator who defends employers against all manner of employee claims in federal and state courts and before government agencies, with a particular focus on representing government contractor employers.

Experience

Extensive experience defending employers in employment discrimination, harassment, retaliation, non-compete and trade secret litigation, wage and hour class actions, employment contract disputes, and independent contractor misclassification claims. Guides government contractor clients through OFCCP audits and advises on Davis-Bacon Act, Service Contract Act, and FAR/DFAR compliance. Experienced in both prosecuting and defending employee mobility claims and obtaining temporary restraining orders. Works closely with in-house counsel and HR on personnel policies, employee classifications, reductions in force, and internal investigations.

James Noel

McConnell Valdés LLC

Counsel in the Labor & Employment Law Practice Group providing advice and representation to employers in all areas of federal and Puerto Rico employment law.

Professional Involvement

Past-President of the FBA, Puerto Rico Chapter; former Treasurer of the Labor and Employment Law Section of the FBA national; Vice-Chairman of the Counsel of Past Presidents of the FBA Puerto Rico Chapter; Fellow of the Foundation of the FBA; member of the Board of the Labor and Employment Section of the FBA. Provides advice to Corporación La Fondita de Jesús, a non-profit organization helping people with controlled substance problems. Has provided pro bono services in Federal and State Courts.

Experience

Vast litigation experience in both state and federal courts. Has handled matters involving specialized knowledge including the Railway Labor Act, the National Labor Relations Act, the Federal Arbitration Act, ERISA, and COBRA. Served as counsel in cases before the U.S. District Court for the Southern District of Florida and the U.S. District Court for the Central District of California. Has handled numerous due diligence matters including purchase or sale of businesses in Puerto Rico and labor and employment audits.

Brian J. MacDonough

Sherin and Lodgen LLP

Brian J. MacDonough chairs the Employment Department at Sherin and Lodgen LLP and counsels and represents executives and professionals in sophisticated employment and compensation matters and employment litigation.

Recognition & Leadership

Recognized by Chambers USA, with interviewees noting he 'brings a calm demeanor to the table and focuses on the best outcome for his client.'

Professional Involvement

Former co-chair of the Boston Bar Association's Labor & Employment Law Section. Served on the committee that prepared draft sexual harassment regulations for the Massachusetts Commission Against Discrimination and assisted in drafting proposed revisions of the Commission's procedural regulations. Frequent author and speaker on employment law matters. Editor and co-author of the Massachusetts Employment Law Manual published by MCLE, Inc. Co-authored employment law chapters for MCLE's Massachusetts Basic Practice Manual and sections of the quarterly Commentary for the Massachusetts Discrimination Law Reporter. Has chaired several MCLE programs including 'What Every Lawyer Needs to Know About Employment Law' and 'Preventing and Litigating Wage & Hours Cases.'

Experience

Handles a wide range of matters including contract negotiation and enforcement, discrimination, whistleblowing, wage and hour issues, and wrongful termination. Advises executives and professionals on employment agreements, change of control agreements, equity and deferred compensation vehicles, non-competition covenants, severance terms, and transition agreements. Litigates cases in federal and state courts and appears regularly before the Massachusetts Commission Against Discrimination and U.S. Equal Employment Opportunity Commission.

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

Why Attend

Why this 
program matters

Proper employee handbook drafting prevents costly litigation, ensures regulatory compliance across jurisdictions, and protects organizations from discrimination claims that can result in significant financial exposure.
$700M
Total recovered by EEOC in FY 2024 for over 21,000 victims of workplace discrimination, marking the agency’s highest monetary recovery in recent history.
47.8%
Percentage of all EEOC discrimination charges in FY 2024 alleging retaliation, making it the most common basis for claims for the seventeenth consecutive year.
$125k
Average defense cost for employment lawsuits at small and mid-sized businesses, including attorney fees and settlement costs according to Hiscox claims data.
340%
Higher compliance complexity faced by organizations with employees in multiple states compared to single-state employers, requiring significantly greater payroll administration resources.

Explore Our Featured Programs

Tax strategies for self-employed attorneys covering deductions, S corp structures, and retirement planning to maximize savings legally.

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

Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

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

2025-10-30 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 5, 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

2026-06-05 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
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Approved
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Pending
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Approved
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
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