Course Overview
Attorneys will learn about ABA Model Rule 5.5, exceptions to the unauthorized practice of law, and recent opinions including ABA Formal Opinions 495 and 498.
Attorneys will gain insight into regulatory innovation initiatives, sandbox learnings, and research findings that enhance access to justice and improve consumer-oriented legal service delivery models.
Attorneys will learn about ABA Model Rule 5.5, exceptions to the unauthorized practice of law, and recent opinions including ABA Formal Opinions 495 and 498.
Attorneys will gain insight into regulatory innovation initiatives, sandbox learnings, and research findings that enhance access to justice and improve consumer-oriented legal service delivery models.
Agenda
Session 1
UPL in a remote practice environment
Session 2
Relevant ABA and state opinions on remote work
Session 3
Regulatory innovation and sandbox learnings
Session 4
Multijurisdictional risks and policy trends
Session 5
Evidence from IAALS on consumer-oriented legal services
2:00 pm - 2:20 pm EST
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
Examine how remote work arrangements intersect with unauthorized practice of law restrictions, identifying when attorneys risk violations by serving clients across jurisdictions from home offices, virtual setups, or relocated workspaces.
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
2:20 pm - 2:40 pm EST
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
Review ABA Formal Opinions 495 and 498 alongside key state ethics opinions, clarifying when attorneys may practice remotely from jurisdictions where they are not licensed without triggering disciplinary exposure.
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
2:40 pm - 3:00 pm EST
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
Explore regulatory sandbox programs launched across multiple states, including outcomes, participant data, and lessons emerging from alternative business structures designed to expand legal service delivery and consumer access.
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
3:10 pm - 3:40 pm EST
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
Analyze cross-border practice risks under ABA Model Rule 5.5, evaluate exceptions permitting temporary practice, and track policy trends reshaping how states regulate attorneys serving clients in multiple jurisdictions today.
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
3:40 pm - 4:10 pm EST
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
Review IAALS research findings on allied legal professionals, community justice workers, and consumer-focused service models, applying data-driven insights to enhance access to justice within evolving ethical frameworks.
HWG LLP
IAALS, Institute for the Advancement of the American Legal System
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.
HWG LLP
Amy E. Richardson is a Partner and Managing Partner of HWG LLP’s Raleigh office, where she chairs the firm’s Legal Ethics and Malpractice group. Her practice spans legal ethics and professional responsibility, white collar criminal defense, and complex civil litigation — with a particular focus on representing lawyers and law firms in disciplinary investigations and prosecutions, malpractice matters, partner admissions and departures, and law firm dissolutions, including matters before the USPTO’s Office of Enrollment and Discipline and the Office of Professional Responsibility. She also represents companies and individuals before federal and state regulatory agencies and Offices of Inspector General, and brings extensive white collar criminal defense experience including grand jury preparation and trial work. Amy teaches legal ethics and professional responsibility at Duke University School of Law and previously taught at Georgetown University Law Center. She is Chambers USA-ranked for white collar crime and government investigations in North Carolina, a North Carolina Super Lawyers Top 100 and Top 50 Women honoree, and a member of Business North Carolina’s Legal Elite. She holds a J.D., cum laude, from Duke University School of Law (2002) and a B.A., summa cum laude, from the University of North Carolina.
HWG LLP
Amy E. Richardson is a Partner and Managing Partner of HWG LLP’s Raleigh office, where she chairs the firm’s Legal Ethics and Malpractice group. Her practice spans legal ethics and professional responsibility, white collar criminal defense, and complex civil litigation — with a particular focus on representing lawyers and law firms in disciplinary investigations and prosecutions, malpractice matters, partner admissions and departures, and law firm dissolutions, including matters before the USPTO’s Office of Enrollment and Discipline and the Office of Professional Responsibility. She also represents companies and individuals before federal and state regulatory agencies and Offices of Inspector General, and brings extensive white collar criminal defense experience including grand jury preparation and trial work. Amy teaches legal ethics and professional responsibility at Duke University School of Law and previously taught at Georgetown University Law Center. She is Chambers USA-ranked for white collar crime and government investigations in North Carolina, a North Carolina Super Lawyers Top 100 and Top 50 Women honoree, and a member of Business North Carolina’s Legal Elite. She holds a J.D., cum laude, from Duke University School of Law (2002) and a B.A., summa cum laude, from the University of North Carolina.
IAALS, Institute for the Advancement of the American Legal System
Jessica Bednarz is the Director of Legal Services and the Profession at IAALS, the Institute for the Advancement of the American Legal System, where she leads the organization’s vision and strategy around innovation, regulation, reform, and evolution in the delivery of legal services and the legal profession. She joined IAALS in 2023 after eight years at The Chicago Bar Foundation, where her work spanned a wide range of access to justice issues — including oversight of the Justice Entrepreneurs Project (CBF’s legal incubator program), launching Legal Entrepreneurs for Justice in Colorado, staffing the Chicago Bar Association and Chicago Bar Foundation Task Force on the Sustainable Practice of Law and Innovation (focused on regulatory reform), and developing practitioner resources including the CBF Pricing and Limited Scope Representation Toolkits. Before the CBF, Jessica was in private practice as a family law attorney, both as a solo practitioner and as an associate at O’Connor Family Law, P.C. She also served as MCLE Coordinator for the Chicago Bar Association and as a consultant for the Colorado Bar Association. She holds a J.D. and family law certificate, cum laude, from DePaul University College of Law and a B.S. from the Kelley School of Business at Indiana University.
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 | |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
September 5, 2025
3 Hour Program
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
July 22, 2026
2 Hour Program
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
2026-07-22 14:00:00
June 30, 2026
2 Hour Program
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
2026-06-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
