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2026-01-28 14:00:00

2 Credits

Master defense-side Rule 30(b)(6) strategy with tactics to object to overbroad notices, narrow topics, prepare corporate witnesses, and leverage binding testimony from deposition through verdict.

2026-01-28 14:00:00

Master defense-side Rule 30(b)(6) strategy with tactics to object to overbroad notices, narrow topics, prepare corporate witnesses, and leverage binding testimony from deposition through verdict.

2026-01-28 14:00:00

1000+

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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

Defending Corporate Depositions Under Rule 30(b)(6)

Attorneys will learn how to defeat overbroad notices, draft compliant topics, and prepare corporate designees whose testimony binds the entity. The program delivers courtroom-ready tactics for every phase, from objection to verdict.tegies for drafting effective deposition topics, responding to overbroad notices, and leveraging corporate testimony from discovery through trial. These techniques strengthen case positioning and prevent costly procedural missteps.

Key topics that will be covered

What will you learn

Attorneys will learn to object to defective 30(b)(6) notices, draft compliant topics, prepare corporate witnesses, and leverage binding testimony for impeachment, admissions, and summary judgment.

What will you gain

Attorneys gain a stepwise defensive playbook covering Rule 26(c) protective orders, meet-and-confer strategy, 2020 amendment compliance, and trial tactics that safeguard corporate clients.

Embedded requests
Identify Rule 34 document demands improperly embedded within deposition notices.
Boilerplate risks
Serve specific written objections rather than generic boilerplate language.
Phased depositions
Propose phased depositions or written substitutes as reasonable limits.
Cost shifting
Seek cost-shifting relief through Rule 26(c) in extreme cases.
Designee duty
Understand scope of preparation and limits on obligation to educate.
Reconciling testimony
Manage objections, privilege issues, and reconcile inconsistent deposition testimony.

What will you learn

Attorneys will learn to object to defective 30(b)(6) notices, draft compliant topics, prepare corporate witnesses, and leverage binding testimony for impeachment, admissions, and summary judgment.

What will you gain

Attorneys gain a stepwise defensive playbook covering Rule 26(c) protective orders, meet-and-confer strategy, 2020 amendment compliance, and trial tactics that safeguard corporate clients.

Agenda

Session 1

Responding To a Voluminous and Potentially Objectionable 30(B)(6) Deposition Notice

Session 2

Drafting an Effective Rule 30 (b)(6) Notice of Deposition

Session 3

From Deposition to Verdict: Offensive and Defensive Tactics of Rule 30(b)(6) Witnesses

clock 2:00 pm - 2:30 pm EST

Responding To a Voluminous and Potentially Objectionable 30(B)(6) Deposition Notice

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

Walk through a defense-oriented playbook for handling overbroad Rule 30(b)(6) notices. Assess reasonable particularity, identify common defects, serve targeted objections, narrow topics through meet-and-confer, and escalate to Rule 26(c) protective orders when necessary.

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

clock 2:30 pm - 3:00 pm EST

Drafting an Effective Rule 30 (b)(6) Notice of Deposition

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

Examine why effective drafting requires mastery of the rule and clarity on case themes. Move from the 2020 good-faith conferral amendments into practical planning and examples of topics that work well versus questions to avoid.

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

clock 3:10 pm - 4:10 pm EST

From Deposition to Verdict: Offensive and Defensive Tactics of Rule 30(b)(6) Witnesses

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

Explore strategic offensive and defensive applications of Rule 30(b)(6) depositions. Cover selecting and preparing corporate representatives, defending depositions, leveraging testimony at trial for impeachment and summary judgment, and emerging case law on adequacy of preparation.

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

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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.

Mark Johnson

Offit Kurman

Sarah Rawls

Butler Snow LLP

David G. Mayhan

Butler Snow LLP

Natalie DuBose

Haynes and Boone, LLP

David Taubenfeld

Haynes and Boone, LLP

Mark Johnson

Offit Kurman

With over three decades of construction, environmental, and real estate litigation experience, Mark Johnson brings seasoned leadership to complex legal challenges. He has served as lead counsel in over 30 jury trials, bench trials, and high-stakes arbitrations, handling disputes across construction, environmental compliance, land use, landlord-tenant issues, oil and gas, real estate, and toxic torts. A trial lawyer, engineer, arbitrator, and mediator, Mark brings a distinctive engineering background to his legal practice, having worked as an engineer for the California Geologic Energy Management Division prior to entering the law.

Education & Credentials

Mark earned his J.D. from Loyola Law School, Los Angeles, and holds a B.S. in Petroleum Engineering, which informed his early career as an engineer for the California Geologic Energy Management Division. He is a Pepperdine University, Strauss Institute, trained mediator and a certified arbitrator. He is licensed to practice law in California.

Recognition & Leadership

Mark is Martindale-Hubbell® AV Preeminent® judicial and peer review rated and was recognized by his peers in The Best Lawyers in America©. He was named JD Supra® Readers' Choice Top Construction Author (2017). He has served as a mediator through the Los Angeles County Superior Court, mediating dozens of cases, and has served as an arbitrator in numerous matters.

Professional Involvement

A respected author and speaker, Mark regularly shares his insights on legal and regulatory developments impacting the construction industry. He is a frequent contributor to industry discussions on construction law topics and serves as both mediator and arbitrator in complex disputes, drawing on his combined legal and engineering expertise to resolve matters across construction, environmental, and real estate sectors.

Experience

Mark's construction law practice encompasses representing owners, general contractors, subcontractors, and design professionals in private and public works disputes. His experience includes resolving claims involving extra work, changed conditions, delays, loss of productivity, defective workmanship, product liability for construction materials, insurance coverage for construction defect claims and property damage claims (including fire damage claims), and California contractor licensing laws. He has successfully navigated construction disputes in state and federal courts across multiple states and before the federal Civilian Board of Contract Appeals and California's Public Works Contract Arbitration program. Mark has represented prominent companies and public entities including ARCO, Bank of America, Dow, Kinder Morgan, Dignity Health, Kajima Engineering and Construction, the City of Los Angeles Department of Water and Power, and the County of Los Angeles. In the environmental realm, Mark has litigated cases involving CERCLA, the Clean Air Act, the Clean Water Act, CEQA, RCRA, the Toxic Substances Control Act, the California Coastal Act, the Porter-Cologne Water Quality Act, the Carpenter-Presley Hazardous Substances Account Act, Proposition 65, and other environmental regulations. His work includes addressing petroleum products and hazardous substance contamination of soil and groundwater, toxic tort claims arising from exposure to substances including asbestos and benzene, performing due diligence on environmental conditions in corporate and real estate transactions, and insurance coverage for environmental contamination. He also advises on compliance with environmental laws, defending clients in enforcement actions initiated by agencies such as the U.S. Environmental Protection Agency (EPA), the California Air Resources Board, and various California water quality boards. Mark also represents credit

Mark Johnson

Offit Kurman

With over three decades of construction, environmental, and real estate litigation experience, Mark Johnson brings seasoned leadership to complex legal challenges. He has served as lead counsel in over 30 jury trials, bench trials, and high-stakes arbitrations, handling disputes across construction, environmental compliance, land use, landlord-tenant issues, oil and gas, real estate, and toxic torts. A trial lawyer, engineer, arbitrator, and mediator, Mark brings a distinctive engineering background to his legal practice, having worked as an engineer for the California Geologic Energy Management Division prior to entering the law.

Education & Credentials

Mark earned his J.D. from Loyola Law School, Los Angeles, and holds a B.S. in Petroleum Engineering, which informed his early career as an engineer for the California Geologic Energy Management Division. He is a Pepperdine University, Strauss Institute, trained mediator and a certified arbitrator. He is licensed to practice law in California.

Recognition & Leadership

Mark is Martindale-Hubbell® AV Preeminent® judicial and peer review rated and was recognized by his peers in The Best Lawyers in America©. He was named JD Supra® Readers' Choice Top Construction Author (2017). He has served as a mediator through the Los Angeles County Superior Court, mediating dozens of cases, and has served as an arbitrator in numerous matters.

Professional Involvement

A respected author and speaker, Mark regularly shares his insights on legal and regulatory developments impacting the construction industry. He is a frequent contributor to industry discussions on construction law topics and serves as both mediator and arbitrator in complex disputes, drawing on his combined legal and engineering expertise to resolve matters across construction, environmental, and real estate sectors.

Experience

Mark's construction law practice encompasses representing owners, general contractors, subcontractors, and design professionals in private and public works disputes. His experience includes resolving claims involving extra work, changed conditions, delays, loss of productivity, defective workmanship, product liability for construction materials, insurance coverage for construction defect claims and property damage claims (including fire damage claims), and California contractor licensing laws. He has successfully navigated construction disputes in state and federal courts across multiple states and before the federal Civilian Board of Contract Appeals and California's Public Works Contract Arbitration program. Mark has represented prominent companies and public entities including ARCO, Bank of America, Dow, Kinder Morgan, Dignity Health, Kajima Engineering and Construction, the City of Los Angeles Department of Water and Power, and the County of Los Angeles. In the environmental realm, Mark has litigated cases involving CERCLA, the Clean Air Act, the Clean Water Act, CEQA, RCRA, the Toxic Substances Control Act, the California Coastal Act, the Porter-Cologne Water Quality Act, the Carpenter-Presley Hazardous Substances Account Act, Proposition 65, and other environmental regulations. His work includes addressing petroleum products and hazardous substance contamination of soil and groundwater, toxic tort claims arising from exposure to substances including asbestos and benzene, performing due diligence on environmental conditions in corporate and real estate transactions, and insurance coverage for environmental contamination. He also advises on compliance with environmental laws, defending clients in enforcement actions initiated by agencies such as the U.S. Environmental Protection Agency (EPA), the California Air Resources Board, and various California water quality boards. Mark also represents credit

Sarah Rawls

Butler Snow LLP

Sarah Rawls is a member of Butler Snow’s Commercial Litigation and Data Privacy & Security groups, where she represents a diverse range of companies, including manufacturers, distributors, and service providers, in complex disputes from inception through resolution. Her practice spans the full litigation lifecycle, beginning with pre-suit investigations and advising, strategic risk assessments, and early dispute resolution, and extending to serving as trial counsel in courtrooms and arbitration hearings. Sarah routinely handles cases in federal and state courts nationwide as well as in arbitration tribunals, with a practice centered on contract disputes, data privacy and cybersecurity matters, class actions, and insurance coverage and bad-faith claims.

Education & Credentials

Sarah earned her J.D., cum laude, from Cumberland School of Law in 2021, where she served as Managing Editor of Volume 50 of the Cumberland Law Review, acted as an Admissions Ambassador, and completed judicial externships for the Hon. R. David Proctor, Annemarie C. Axon, and the Hon. John H. England in the U.S. District Court for the Northern District of Alabama. She holds a B.B.A. in Real Estate, cum laude, from the University of Georgia (2017) and completed the Emory University Women in Leadership Program in 2023. Sarah is admitted to practice in Colorado (2025), Alabama (2022), and Tennessee (2021), and before the U.S. District Courts for the Northern, Middle, and Southern Districts of Alabama and the Western District of Tennessee. Before joining Butler Snow, she clerked for the Hon. R. David Proctor in the U.S. District Court for the Northern District of Alabama.

Recognition & Leadership

Sarah serves as VP of Membership Development (2024–2025) for the Rotaract Club of Birmingham, where she is a recipient of the Mahon-Peinhardt Director's Award and has served as Co-Chair of the Professional Development Series and a member of the 2022–2023 Leadership Development Class. Within the Defense Research Institute, she holds leadership positions as the Young Lawyers Committee's Commercial Litigation Committee Liaison and as a Networking and Activities Committee Member.

Professional Involvement

Sarah is actively engaged with the Defense Research Institute (DRI), serving on both the Young Lawyers Committee and the Commercial Litigation Committee. She is a member of the American Bar Association, participating in the Tort Trial and Insurance Practice Section (including the Cybersecurity and Data Privacy Committee, Business Litigation Committee, and Women Trial Lawyers Committee), as well as the Litigation Section and Young Lawyers Division. She is also a member of the Birmingham Bar Association's Young Lawyers Division and the Alabama Defense Lawyers Association. Sarah has contributed to the field through speaking and writing, including as a speaker on "Discovery Jeopardy" at the DRI 2024 Young Lawyers Seminar, author of "The Few, the Proud, the Women in Leadership: Lessons in Resiliency" in the ABA Journal (Spring 2022), author of "Employment Law Update, Workplace Violence" for CLE Alabama, presenter of "OSHA's Vaccine/Testing Mandate is Here: Now What?," and author of Lewis v. City of Union City: "Similarly Situated" Definition Clarified in the Cumberland Law Review Online. She also contributes to her community through Girls, Inc. of Central Alabama's Committee of 25, the United Way of Central Alabama Young Philanthropists Society, and as a University of Georgia Student Mentor.

Experience

Sarah has served on the Southeastern defense team representing a global vehicle distributor in multidistrict litigation involving alleged vehicle vulnerabilities, securing multiple dismissals at the pleading stage. She secured dismissal of a purported class action against a national food distributor and obtained a defense verdict in favor of a national logistics company following a state court bench trial. She was a member of the team securing summary judgment on behalf of a national technology company facing over $15 million in personal injury claims, and a member of the trial team defending a national insurance company in a week-long federal court jury trial involving a homeowner's policy, where the jury returned a defense verdict. Sarah has also represented clients in business disputes across a variety of arbitration forums, including the National Grain and Feed Association and CAP-Motors forums.

David G. Mayhan

Butler Snow LLP

David Gregory Mayhan is a member of Butler Snow’s Tort, Transportation, & Specialized Litigation Group, with a practice concentrated in commercial litigation, construction law, insurance, personal injury, and product liability defense. Practicing law since 1985, he has achieved defense verdicts across construction, personal injury, and commercial law trials and arbitrations. He previously served as a partner in a Denver boutique litigation firm and, prior to that, as a senior attorney for a Fortune 500 insurance company, where his responsibilities included litigation and supervising outside counsel in litigation.

Education & Credentials

David earned his Juris Doctor, with honors, from the University of Iowa School of Law in 1985, where he served as Note and Comment Editor of the Journal of Corporation Law. He holds a B.S. in Political Science and Economics from the University of Iowa (1982), where he was a four-year letterman, Varsity Football starter, member of the 1982 Rose Bowl Team, and a Big Ten All-Academic Football Team selection (1980–1981). He is admitted to practice in Colorado (1985) and Minnesota (1987, inactive), as well as before the U.S. District Court for the District of Colorado and the U.S. Court of Appeals for the Tenth Circuit.

Recognition & Leadership

David carries an AV®–Preeminent™ Peer Review Rating from Martindale-Hubbell® and has been named "Lawyer of the Year" by The Best Lawyers in America® for Personal Injury Litigation – Defendants (Denver) in 2020. He has been recognized by The Best Lawyers in America® for Construction Law (2021–2026), Mass Tort Litigation / Class Actions – Defendants (2015–2026), and Personal Injury Litigation – Defendants (2020–2026). He was named a Colorado Super Lawyer by Thomson Reuters Super Lawyers® for Personal Injury – Products: Defense (2008–2021) and was recognized as one of Law Week Colorado's Top Litigators in 2020. He served as a board member of the Colorado Defense Lawyers Association (CDLA) from 2014 to 2016 and chaired the 2016 CDLA Trial Academy.

Professional Involvement

David is a member of the American Bar Association, the Colorado Bar Association, the Minnesota Bar Association, the Colorado Defense Lawyers Association, the Defense Research Institute (DRI), the Faculty of Federal Advocates, the Federation of Defense and Corporate Counsel (FDCC), and the Catholic Lawyers Guild of Colorado. He is a prolific author and speaker, most recently co-authoring "Practice Pointers & Potential Pitfalls of a Corporate Deposition" in the 2024 Litigation Update: Navigating Emerging Trends and Technology (March 2024). He authored "Technology in the Courtroom" (Chapter 23) in the Colorado Courtroom Handbook for Civil Trials, Fourth Ed., and co-authored "Surge in Apartment Construction Fuels Condo Conversions, Liability Concerns in Denver" in Law Week Colorado (October 2018). He served as Director of the Colorado Defense Lawyers Association Annual Trial Academy (2016), Co-Director of the CDLA "Boot Camp" for Young Lawyers (2017), and moderated Bisnow Denver's "Designing and Constructing Denver as a Placemaking Hub" panel in 2019. Additional publications include articles on the Uniform Computer Information Transactions Act (Colorado Lawyer, 1999), federal preemption of strict liability claims in aviation litigation (Tort & Ins. L.J., 1992), and antitrust standing (J. Corp. Law, 1985). He supports the Boomer Esiason Cystic Fibrosis Foundation through his civic involvement.

Experience

David served as lead trial counsel in a defense verdict for a municipality in a U.S. District Court trial in Denver where the plaintiff claimed in excess of $7 million in damages, and as lead trial counsel in a Denver District Court jury trial where his contractor client was deemed the prevailing party in a lawsuit by a homeowner's association seeking over $3.5 million in alleged construction defects. He obtained summary judgment for a third-party defendant in large, complex construction defect claims involving approximately $40 million in alleged repair costs and other damages, and was a member of a trial team defending a products supplier facing over $50 million in claims, which obtained a favorable verdict after a six-week trial in the U.S. District Court, District of Colorado. David prosecuted counterclaims related to construction defects in a major utilities installation after being hired 90 days before arbitration for a large residential real estate development, and successfully defended a contractor in commercial disputes concerning zoning and construction of a commercial warehouse/office building. He was a member of the trial team defending a former fraternity president in a high-profile wrongful death claim arising from a hazing incident at the University of Colorado, and a member of a trial team prosecuting a breach of contract claim and defending business tort and Title VII discrimination claims over a natural gas supply contract, where the client obtained a judgment in excess of $700,000 at a jury trial. He obtained summary judgment for a consumer product manufacturer in an alleged electrocution case involving negligence and product liability claims, and served on the trial team defending a major industrial parts supplier in a six-week jury trial addressing alleged violations of the Colorado Consumer Protection Act, negligence, and product liability claims. David also represented a major local automotive and industrial parts supplier in a case alleging copyright, trade secret, and unfair competition claims for over $40 million in damages, litigating sanctions against the opponent for destruction of evidence during litigation, with extensive discovery in Japan. His representative matters include Cross Continent Development LLC v. Town of Akron, Lanahan v. Chi Psi Fraternity, R. Horton, Inc. v. AAA Waterproofing, Inc., Lewis-DeBoer v. Mooney Aircraft Corp., Gates Rubber Co. v. Bando Chem. Indus., Inc., and Jarnagin v. Banker's Life & Cas. Co.

Natalie DuBose

Haynes and Boone, LLP

Natalie DuBose is a Partner in Haynes Boone’s Dallas office and an insurance-recovery professional who has successfully represented a number of businesses—large and small—under all types of commercial insurance policies, including directors and officers, commercial general liability, property, errors and omissions, builder’s risk, fidelity, and cyber. With a decade of experience helping businesses navigate complex insurance disputes, Natalie has developed a business-oriented approach to insurance recovery and a unique understanding of her clients’ goals, actively consulting with clients on cost-effective solutions to manage risk and maximize insurance recovery. She has worked with dozens of clients in the financial services, construction, and healthcare sectors to recover under claims following significant litigation events or natural disasters, with a consistent track record of success in representing corporate policyholders in coverage disputes in state and federal courts across Texas and beyond, as well as in arbitrations, mediations, and appeals at the state and federal level.

Education & Credentials

Natalie earned her J.D., magna cum laude, from Southern Methodist University Dedman School of Law in 2012, where she was a member of the Order of the Coif and served as Associate Air Law Symposium Editor of the SMU Law Review Association. She holds a B.B.A. in Marketing, magna cum laude, from Texas A&M University (2006). During law school, she served as a Judicial Extern to the Honorable Barbara M.G. Lynn, United States District Court for the Northern District of Texas (August–December 2010). Natalie is admitted to practice in Texas and before the U.S. Court of Appeals for the Fifth Circuit, the U.S. District Courts for the Eastern, Northern, and Western Districts of Texas, and the U.S. Bankruptcy Court for the Southern District of Texas.

Recognition & Leadership

Natalie has been recognized by Chambers USA (Chambers and Partners) for Insurance in 2025, by The Best Lawyers in America (Woodward/White, Inc.) for Insurance Law every year from 2019 to 2025, and by The Legal 500 U.S. (Legalese) in 2025. She has been named a Texas Super Lawyers Rising Star by Thomson Reuters (2021–2022) and included in the Texas Super Lawyers Women's Edition Rising Stars directory (2023). D Magazine recognized her as one of the "Best Lawyers in Dallas" in Insurance Law in 2025. She serves as Chair of the Dallas Bar Association's Tort and Insurance Practice Section (Chair, 2022; Chair-Elect, 2021), having served as a Board Member since 2016.

Professional Involvement

Natalie is deeply engaged with the American Bar Association, serving as Program Chair (2023) and Program Vice-Chair (2022) of the Insurance Coverage Litigation Committee, and as Co-Chair of the Women In Insurance Network in both 2018 and 2020. She served as National Marketing Director for Young Risk Professionals (2018–2019) and was a member of the Patrick E. Higginbotham Inn of Court (2015–2016). She is also a member of the State Bar of Texas and the Dallas Bar Association. A prolific writer and speaker, Natalie most recently co-authored "The Corporate Representative Deposition: Preparation, Privilege, and Practice Tips" (May 2023) and previously co-authored "The Corporate Representative Deposition: Differences in State and Federal Courts" for the 26th Annual Advanced Evidence & Discovery Court (Texas Bar CLE, 2013). Her publications include authorship of the "Path to Coverage for Covid-19 Losses" (Texas Insurance Law Journal, October 2020), co-authorship of the "Insurance Toolkit: Tools for the Personal Injury Attorney" (24th Annual Advanced Personal Injury Law CLE, 2018), "Policyholder Approach to Discovery Disputes" (Property Litigator's Handbook: Second Edition, 2013), "Fracking - There's Coverage For That" (Law360, 2013), and two law review articles published in the Journal of Air Law & Commerce (2011). She has spoken at the State Bar of Texas Business Disputes Conference, the Texas Bar CLE Advanced Insurance Law seminar, the Texas Insurance Academy CLE, the Dallas Bar Association Tort and Insurance Section, and served as Insurance Mock Trial Presenter at the 52nd and 53rd Academy of International and American Law.

Experience

Natalie represented the Boy Scouts of America in a multi-week trial over its plan of reorganization as insurance trial counsel, taking the cross-examination of a key expert witness. She represented a Dallas mixed-use developer in a dispute with its insurer over millions of dollars in property damage resulting from historical faulty construction, and, in a rare victory, secured business-income losses for COVID-19 for a theme park client under event cancellation policies. She has represented hospitals in disputes with insurers over business interruption losses caused by Hurricane Harvey and damages to supplies caused by electrical storms. Natalie advised a national real estate investment group regarding coverage for storage facility damage in the Southeast; counseled an oil field service company on strategy to maximize defense and indemnity coverage following significant personal injury litigation; and advised a financial institution after a significant cyber breach regarding strategy to maximize coverage from cyber and ransom policies. She obtained a summary judgment victory for a luxury property developer in its claim for millions in cleanup costs following natural disaster damage to a protected preserve area, and represented a pipeline company in a dispute with its property insurer over rerouting a pipeline resulting from significant sinkhole damage. Additional representations include advising a telecommunication-products company on insurance and warranty implications of national product roll-outs; representing a financial institution in a claim against its insurer under a banker's blanket bond insurance following a forgery and theft scheme; representing an architect in a summary jury trial against construction liability claims by the owner of a water treatment plant; representing a hotel chain in multi-property damage claims following significant hailstorms; representing a multi-family developer in litigation against a liability insurer over defense and indemnity obligations involving alleged property damage at three properties; representing the developer of an iconic hotel in a title-insurance dispute regarding coverage for underlying property litigation costs; and obtaining a Court of Appeals victory in a contract dispute case over whether personal jurisdiction was established. She has also negotiated insurance on behalf of real estate clients in connection with M&A transactions and counseled clients on D&O and cyber renewals to maximize coverage with pro-policyholder language.

David Taubenfeld

Haynes and Boone, LLP

David Taubenfeld is a Partner in Haynes Boone’s Dallas office who represents policyholders in every kind of dispute they may have with their insurers. He finds coverage where others may not look, attempting to secure coverage for his clients through negotiation and diplomacy before litigation becomes necessary. When litigation becomes necessary, he litigates aggressively, always with the goal of securing coverage for his clients quickly and economically. David has secured millions of dollars in coverage for his clients through negotiation and litigation. He represents corporate and individual insureds in coverage and bad-faith lawsuits and arbitrations against insurance carriers under Directors’ and Officers’ Liability, First Party Property/Business Interruption, Errors and Omissions, Professional Liability, General Liability, Fidelity Surety Bonds, Performance and Payment, Primary, Excess, and Umbrella insurance policies. David also litigates construction matters for architects, engineers, contractors, and owners, handling both the construction disputes themselves and any related insurance coverage matters.

Education & Credentials

David earned his J.D. from Southern Methodist University Dedman School of Law in 1985, where he served as Leading Articles Editor of the Southwestern Law Review. He holds a B.A. from Pomona College (1982) and speaks French, German, and Spanish. David is admitted to practice in Texas and before the United States Supreme Court, the U.S. Court of Appeals for the Fifth Circuit, the U.S. Court of Appeals for the Tenth Circuit, and the U.S. District Courts for the Eastern, Northern, and Southern Districts of Texas.

Recognition & Leadership

David is AV® Peer Review Rated Preeminent by Martindale-Hubbell® Law Directory. He has been recognized in The Best Lawyers in America (Woodward/White, Inc.) for Insurance Law from 2013 to 2026 and for Litigation – Construction from 2021 to 2026. He has been recognized in D Magazine's "Best Lawyers in Dallas" (D Magazine Partners) in 2018, 2020, and 2024–2025. He was named "Appellate Lawyer of the Week" by Texas Lawyer (ALM Media Properties, LLC) on December 2, 2013. In 2024, David was elected as a Fellow of the American College of Coverage Counsel.

Professional Involvement

David is a Fellow of the American College of Coverage Counsel (elected 2024) and a member of the American Bar Association, the College of the State Bar of Texas, the Texas Bar Foundation, the American Trial Lawyers Association, and RIMS (Associate Member). He is a frequent author and speaker on insurance coverage, construction, and M&A transactional insurance topics. Most recently, David co-authored "The Corporate Representative Deposition: Preparation, Privilege, and Practice Tips" (May 17, 2023). His speaking engagements include "Going Beyond the Four Corners of RWI: Other Products Related to M&A Deals" at the American Conference Institute's M&A, RWI and Transactional Risk Insurance conference (New York, 2019); "Close the Deal: Think Insurance! How M&A Insurance Can Get You Over the Risk Hurdle" at TexasBarCLE Advanced In-House Counsel (San Antonio, 2019); "Representation and Warranty Insurance in Connection with M&A Transactions" at the 16th Annual Advanced Business Law Course – TexasBar CLE (Dallas, 2018); "What Policyholders Expect from Transactional Coverage in Today's Market" at the ACI M&A, RWI and Transactional Risk Insurance Conference (New York, 2018); "Structuring Construction Contract Insurance, Indemnification and Limitations on Liability Clauses" (Strafford webinar, 2018); "Insuring International and Cross Border M&A Transactions" at the National Advanced Forum on M&A Liability (New York, 2016); "Beyond Reps and Warranties Insurance" at the ACI Transactional Insurance Forum (New York, 2016); and "Fundamentals of Construction Contracts: Understanding the Issues" at Lorman Education Seminars (2011). Additional publications include "Joint Defense Agreements: How To Make Them and How To Break Them" and "Disputes Between Insurance Carriers and Agents."

Experience

David's practice focuses on representing policyholders in coverage and bad-faith disputes with their insurers across a comprehensive range of commercial insurance policies, including Directors' and Officers' Liability, First Party Property/Business Interruption, Errors and Omissions, Professional Liability, General Liability, Fidelity Surety Bonds, Performance and Payment, Primary, Excess, and Umbrella insurance policies. He secures coverage for corporate and individual insureds through both negotiation and aggressive litigation, consistently working to resolve matters quickly and economically, and has secured millions of dollars in coverage for his clients. In addition to his insurance recovery practice, David litigates construction matters on behalf of architects, engineers, contractors, and owners, handling both the underlying construction disputes and any related insurance coverage matters. His practice spans litigation, insurance recovery, international arbitration, privacy and cybersecurity, construction litigation, trials, distressed transactions, and financial services investigations and enforcement.

Plans

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Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
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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

Mastering defensive 30(b)(6) strategy is essential because corporate designee testimony binds the entire organization and inadequate preparation or overbroad notices trigger sanctions, evidence preclusion, and costly second depositions.
303k
civil case filings were made in U.S. district courts in fiscal year 2025, a 4% increase that expands the pool of cases in which 30(b)(6) depositions of corporate parties may be noticed.
70%
of total litigation costs in an average lawsuit are incurred during the discovery phase, largely driven by depositions including corporate designee proceedings.
3k+
new commercial liability coverage disputes were filed in federal district courts in 2024, with preliminary 2025 data showing accelerating growth, meaning more corporate entities subject to 30(b)(6) notices
17%
year-over-year increase in federal civil litigation occurred in 2025, translating to approximately 50,000 additional cases and a corresponding rise in organizational depositions for private-practice civil defense teams.

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

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

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Pending
Kansas
Approved
Kentucky
Approved
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
Approved
Oklahoma
Approved
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Approved
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