Attorneys will learn real estate LLC structuring, tax deferral strategies, 1031 exchange methods, LLC financing and insurance considerations, and short-term rental liability risks.
Attorneys will gain practical insights, drafting tips, real-world examples, and strategic knowledge to advise clients and grow real estate portfolios.
Attorneys will learn real estate LLC structuring, tax deferral strategies, 1031 exchange methods, LLC financing and insurance considerations, and short-term rental liability risks.
Attorneys will gain practical insights, drafting tips, real-world examples, and strategic knowledge to advise clients and grow real estate portfolios.
Agenda
Session 1
Real Estate LLC Structuring
Session 2
Three Critical Strategies that Must be Implemented to avoid Overpaying Taxes on Rental Real Estate
Session 3
Real‑World Issues & Smart 1031 Solutions w/ Exchange Counsel
Session 4
Financing and Insurance with the LLC as the “Owner”
Session 5
LLC Liability in the Age of Short-Term Rentals: Legal Risks and Municipal Enforcement
1:00 pm - 2:00 pm EST
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
This session offers attorneys practical guidance on real estate LLC structuring, covering entity selection, asset protection, liability mitigation, operating agreement drafting, and leveraging LLCs in 1031 exchanges to optimize client investment and development outcomes.
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
2:10 pm - 2:40 pm EST
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
This session equips property owners with three IRS-approved tax strategies unknown to most CPAs, including when to segregate, expensing renovation trash and removal costs, and properly deducting major repairs typically depreciated, maximizing deferrals and deductions.
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
2:40 pm - 3:10 pm EST
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
This CLE session explores advanced 1031 exchange strategies, including reverse, improvement, partnership, and multi-property exchanges. Attendees learn timing discipline, how to avoid boot, and navigate complex ownership structures to maximize tax deferral and portfolio growth
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
3:20 pm - 3:50 pm EST
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
This session examines how lenders and insurers view LLCs differently than individual borrowers, addressing financing workarounds, challenges with existing lenders during property transfers, insurance carrier concerns, and practical steps for entities holding real estate assets.
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
3:50 pm - 4:20 pm EST
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
Explore the conflicting interests between tenants, landlords, and municipalities in the short-term rental landscape. This session examines LLC owner vulnerabilities from both targeted short-term rental ordinances and general building codes with unexpected applications, plus the legal risks of employing self-help remedies.
Montgomery Little & Soran, PC
Southwest Bancorp
Kevin A. Jerry, MST & Associates
Genders Law & Legacy PLLC
Adam Leitman Bailey, P.C.
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Montgomery Little & Soran, PC
Nathan G. Osborn is an Equity Shareholder at Montgomery Little & Soran, PC, where he has built a distinguished practice at the intersection of real estate litigation, real estate transactions, and commercial litigation. Licensed to practice in both Colorado and Nebraska, Mr. Osborn brings a rare dual strength to his work: a seasoned trial attorney who has tried 65 cases, paired with the deep transactional expertise of a full-service corporate counsel. This combined perspective allows him to guide transactional clients around pitfalls that commonly lead to courtroom disputes, while bringing practical, transaction-informed insight to the cases he litigates. Beyond his client work, he is regularly retained as an expert witness in matters involving real estate issues, attorney fees, and trial-related questions.
Montgomery Little & Soran, PC
Nathan G. Osborn is an Equity Shareholder at Montgomery Little & Soran, PC, where he has built a distinguished practice at the intersection of real estate litigation, real estate transactions, and commercial litigation. Licensed to practice in both Colorado and Nebraska, Mr. Osborn brings a rare dual strength to his work: a seasoned trial attorney who has tried 65 cases, paired with the deep transactional expertise of a full-service corporate counsel. This combined perspective allows him to guide transactional clients around pitfalls that commonly lead to courtroom disputes, while bringing practical, transaction-informed insight to the cases he litigates. Beyond his client work, he is regularly retained as an expert witness in matters involving real estate issues, attorney fees, and trial-related questions.
Southwest Bancorp
Joffrey Long is a nationally recognized loan servicing expert witness and an active industry practitioner with more than four decades of experience in California real estate lending. As President of Southwest Bancorp — a loan servicer, maker, and arranger of both consumer-purpose and non-consumer-purpose real estate loans — Mr. Long brings something that sets him apart from many experts in the field: he is not a retired executive speaking from memory or a scholar commenting from the outside, but a working loan servicing professional whose opinions are grounded in day-to-day involvement with the industry as it operates today. He is frequently retained to testify in matters involving loan servicing, loan origination, and investment in real estate loans.
Kevin A. Jerry, MST & Associates
Kevin A. Jerry, MST, is a nationally recognized authority in real estate taxation and a leading voice in tax strategy for commercial and income property owners. As the owner and founder of Kevin A. Jerry MST & Associates (KAJMST), he has built the only firm in the United States dedicated exclusively to real estate tax strategies for commercial properties — a distinction that reflects both his depth of specialization and his commitment to serving an underserved segment of the tax advisory market. His expertise spans Tax Method Changes, Cost Segregation, Tangible Property Regulations (TPR), and Revenue Recognition Changes, and his firm holds the further distinction of being the only one in its industry approved to deliver continuing education courses to the CPA community. Mr. Jerry is also a Licensed Insurance Agent (National Producer Number 17788808), allowing him to offer an expanded suite of planning services to his clients.
Genders Law & Legacy PLLC
Robert H.D. Genders, Esq., is the founder of Investment Counsel Exchange (ICE), a national, attorney-owned platform focused exclusively on the secure, compliant execution of §1031 exchanges. With more than 25 years of hands-on experience across real estate transactions, 1031 exchanges, title operations, corporate training, and investment-strategy consulting, Mr. Genders brings an unusually broad, real-world perspective to the complex landscape of tax-deferred investment. His professional footprint spans work as an in-house corporate attorney, national exchange attorney, CLE/CE educator, and title agency owner — a combination that enables him to advise clients not just on the legal architecture of a transaction, but on how it actually operates in practice. Through ICE, he focuses on education, strategy, and qualified intermediary support that help investors and professionals navigate 1031 exchanges, Delaware Statutory Trusts (DSTs), and multi-jurisdictional investment considerations with clarity and confidence.
Adam Leitman Bailey, P.C.
Dov A. Treiman is a Partner at Adam Leitman Bailey, P.C., where he co-manages the firm’s Landlord-Tenant Civil Litigation Practice and stands among the most respected authorities in the New York landlord-tenant bar. A partner at the firm since 2006, Mr. Treiman brings a rare combination of strengths to his practice: the analytical rigor of a scholar who has written more than 80 volumes on landlord-tenant law, paired with the practical skill of a litigator whose drafting of appellate briefs, legal documents, and motions has meaningfully enhanced the firm’s ability to secure favorable outcomes for its clients. His scholarship is not merely academic — it is the reference material relied upon daily by the New York City courts and by leading practitioners throughout the state.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Why Attend
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2025-09-05 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-05-08 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
