Annual Pass Exclusive

This Class is Exclusive to Annual Pass Members

This program is only available to myLawCLE All-Access Pass subscribers. Subscribe now to unlock this class along with 1,000+ live webinars for only $395/yr — including 60+ new programs added every month.

Subscribe to All-Access Pass – $395

Like-Kind Exchange 2025 (presented by NYU School of Professional Studies)

2025-07-24 08:25:00

9.5 hours

2025-07-24 08:25:00

9.5 Credits

Advanced Section 1031 training covering exchange mechanics, partnership transactions, parking arrangements, DSTs, and qualified intermediary compliance issues.

2025-07-24 08:25:00

9.5 hours

Advanced Section 1031 training covering exchange mechanics, partnership transactions, parking arrangements, DSTs, and qualified intermediary compliance issues.

2025-07-24 08:25:00

9.5 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

Key topics that will be covered

What will you learn

Attorneys will learn the fundamental requirements of Section 1031 exchanges, including like-kind qualification, same taxpayer rules, basis calculations, and depreciation continuity.

What will you gain

Attorneys will gain practical knowledge of parking transactions, qualified intermediary issues, partnership complexities, and strategies for structuring successful like-kind exchanges.

Exchange Basics
Master the four components: real property, like-kind qualification, investment use, and same taxpayer.
Ethics
Understand QI privilege limitations, unauthorized practice of law concerns, and AI ethics risks.
DSTs & TICs
Learn credit net lease structures, Delaware Statutory Trusts, and tenancy in common requirements.
Partnerships
Navigate same taxpayer rules, Section 752 debt allocations, and Revenue Rulings 99-5 and 99-6.
Parking Transactions
Structure safe harbor and non-safe harbor parking arrangements within 180-day limitations.
QI Issues
Handle identification deadlines, boot netting, closing statement review, and fund management properly.

What will you learn

Attorneys will learn the fundamental requirements of Section 1031 exchanges, including like-kind qualification, same taxpayer rules, basis calculations, and depreciation continuity.

What will you gain

Attorneys will gain practical knowledge of parking transactions, qualified intermediary issues, partnership complexities, and strategies for structuring successful like-kind exchanges.

Agenda

Session 1

Fundamentals of Like-Kind Exchange Requirements

Session 2

Professional Ethics in Exchange Transactions

Session 3

Credit Net Lease Property DSTs and TICs

Session 4

Partnership Transactions in Like-Kind Exchanges

Session 5

Parking Arrangements and Construction Exchanges

Session 6

Qualified Intermediary Operational Issues

Session 7

Exchange Potpourri Advanced Technical Topics

Session 8

Partnership Divisions and Drop-and-Swap Strategies

Session 9

Legislative Update on Section 1031 Developments

Session 10

Open Q&A With All Conference Speakers

clock 8:25 am - 9:30 am EST

Fundamentals of Like-Kind Exchange Requirements

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

This foundational session covers the basic requirements for Section 1031 exchanges, including the four key components: real property qualification, like-kind standards, held-for requirements, and the same taxpayer rule. Attendees will learn about basis calculations, depreciation continuity, cost segregation recapture issues, and the 2020 real property regulations.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 9:30 am - 10:30 am EST

Professional Ethics in Exchange Transactions

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

This session examines ethical considerations for practitioners involved in like-kind exchanges, including qualified intermediary privilege limitations and unauthorized practice of law concerns. Topics include AI ethics considerations, non-signing preparer standards, Section 7525 privilege, and penalty standards under Section 6662.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 10:45 am - 11:45 am EST

Credit Net Lease Property DSTs and TICs

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

Explore exchanges involving credit tenant lease properties, Delaware Statutory Trusts, and tenancy-in-common arrangements as replacement property options for passive investors. The session covers true lease requirements, the seven deadly sins for DSTs, Revenue Procedure 2002-22 TIC conditions, and master tenant structures.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 1:15 pm - 2:15 pm EST

Partnership Transactions in Like-Kind Exchanges

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

This session addresses the complexities of partnership involvement in Section 1031 exchanges, focusing on the same taxpayer principle and Section 752 debt allocation issues. Attendees will learn about Revenue Rulings 99-5 and 99-6 for entity conversions and EAT arrangements involving partnership interests.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 2:30 pm - 3:30 pm EST

Parking Arrangements and Construction Exchanges

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

Examine parking transactions under Revenue Procedure 2000-37 safe harbor and non-safe harbor arrangements for replacement and relinquished property. Topics include exchange last versus exchange first structures, the 180-day limitation, construction exchanges, and key case law including Bartell.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 3:30 pm - 4:30 pm EST

Qualified Intermediary Operational Issues

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

This session covers practical QI compliance matters including G(6) limitations, identification requirements, and the three-property and 200% rules. Attendees will learn about earnest money handling, investment of exchange funds, boot netting rules, and closing statement review best practices.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 8:30 am - 9:30 am EST

Exchange Potpourri Advanced Technical Topics

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

This advanced session explores the impact of cost segregation studies on exchanges, the interplay between Sections 1031 and 1245, and installment sale considerations. Additional topics include separation into part-exchange and part-sale transactions, and deed in lieu of foreclosure issues.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 9:30 am - 10:30 am EST

Partnership Divisions and Drop-and-Swap Strategies

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

Learn structuring techniques when partners have different objectives—some wanting cash while others seek exchanges into separate replacement properties. Topics include special allocations of boot, TIC distributions, synthetic drop and swap via DST conversion, and partnership divisions into successor partnerships.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 10:45 am - 11:45 am EST

Legislative Update on Section 1031 Developments

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

Receive the latest congressional and regulatory developments affecting like-kind exchanges directly from Senate Finance Committee counsel. This session provides critical insight into potential legislative changes and policy considerations impacting Section 1031 transactions.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

clock 11:45 am - 12:15 pm EST

Open Q&A With All Conference Speakers

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

This interactive session provides attendees the opportunity to pose questions to the full panel of expert speakers. Bring your most challenging exchange scenarios for practical guidance from leading practitioners, advisors, and government officials.

William V. Horan

Realty Exchange Corporation

Glenn M. Johnson

Ernst & Young LLP

Annet M. Thomas

PwC

Aaron S. Gaynor

Roberts & Holland LLP.

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP

David Shechtman

Flaster Greenberg, PC

Christopher A. Cunningham

Elliott, Thomason & Gibson, LLP

Mary B. Foster

1031 Services

Kimberly A. Arndt

Senate Finance Committee

Libin Zhang

Fried, Frank, Harris, Shriver & Jacobson LLP

01 10
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.

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

Mastery of Section 1031 like-kind exchange rules enables practitioners to protect clients from costly compliance failures and maximize tax deferral benefits in complex real estate transactions.
976k
Jobs supported annually by 1031 exchanges according to the 2022 Ernst & Young macroeconomic study.
80%
Of taxpayers who use a 1031 exchange only do it once before disposing of the property in a taxable sale.
10%+
Of all commercial real estate transactions involve 1031 exchanges, ranging from 10-20% of market activity.
8-10%
Of 1031 exchanges fail to complete, typically due to missing strict 45-day or 180-day IRS deadlines.

Explore Our Featured Programs

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

September 5, 2025

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

2025-09-05 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

Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

May 8, 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

2026-05-08 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
Pending
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
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Approved
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
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