Register for Annual Pass, Live Re-Broadcast, or On-Demand Video

All-Access Pass

Gain access to all of myLawCLE's 1,000+ Live webinars for only $395/yr. Includes this program and over 60 new webinars each month.

Subscribe to All-Access Pass – $395

Live Re-Broadcast

Register for the Live Re-Broadcast webinar of this one program.

Register for Re-Broadcast – $195.00

On-Demand Video

Receive access to recorded class and earn self-study credit. Recording is made available 5 business days after live broadcast.

Register for Recorded – $195.00

2026-06-17 14:00:00

2 Credits

Master veil-piercing litigation from both sides. Learn to defend LLCs and corporations against alter ego claims, structure entities to bulletproof liability protection, and exploit weaknesses in opposing arguments.
Master veil-piercing litigation from both sides. Learn to defend LLCs and corporations against alter ego claims, structure entities to bulletproof liability protection, and exploit weaknesses in opposing arguments.

2026-06-17 14:00:00

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Limited Liability Survives on Conduct, Not the Filing

The LLC has become the default holding vehicle — formed online in minutes, often with no operating agreement and no ongoing formalities — and owners treat the filing itself as the protection. Courts do not. Alter ego liability turns on conduct, not the certificate, and a plaintiff who shows commingled funds, undercapitalization, or ignored formalities reaches straight through to the owner’s personal assets. The exposure is sharpest for single-member LLCs, where the line between member and entity blurs by default, while closely held and family-owned entities add fiduciary-duty risk for officers and managers. Transactional counsel who form entities and never revisit them, and litigators on either side of an alter ego claim, are already in this. This program maps the veil-piercing factors courts actually apply, the heightened SMLLC standard, defense tactics built on plaintiff weaknesses and expert testimony, and the governing-document, capitalization, insurance, and recordkeeping practices that hold the line. Attendees leave able to structure entities that withstand alter ego claims — and to attack or defend one when it lands.

Key topics that will be covered

What will you learn

Attorneys will learn the unique challenges faced by Single Member LLCs versus multiple member LLCs and strategies to maintain separation between owners, officers, and the entity.

What will you gain

Attorneys will gain litigation strategies for defending against veil-piercing claims, best practices for advising clients, and practical steps to structure companies and operations to minimize risks.

Veil piercing
Corporate veil piercing and its application to LLCs versus corporations and recent court trends.
Alter ego
The alter ego doctrine, commingling personal and business assets, undercapitalization, and failure to observe formalities.
SMLLCs
Why Single Member LLCs face higher risks and strategies for maintaining separation between member and entity.
Multi-member entities
How courts treat multi-member LLCs, closely held and family-owned LLCs, and fiduciary duty risks.
Litigation defense
Challenge veil-piercing arguments, identify plaintiff weaknesses, use expert witnesses, and address settlement considerations during litigation.
Prevention practices
Prevention practices Structure operations, draft governing documents, implement financial separation policies, and apply risk management and insurance strategies.

What will you learn

Attorneys will learn the unique challenges faced by Single Member LLCs versus multiple member LLCs and strategies to maintain separation between owners, officers, and the entity.

What will you gain

Attorneys will gain litigation strategies for defending against veil-piercing claims, best practices for advising clients, and practical steps to structure companies and operations to minimize risks.

Agenda

SESSION 1

Piercing the LLC Veil

SESSION 2

Common Factors Leading to Veil Piercing

SESSION 3

Piercing the Veil of Single Member LLCs (SMLLCs)

SESSION 4

Veil Piercing in Multi-Member LLCs and Corporations: Risks and Complexities

SESSION 5

Litigation Strategies: Defending Against Veil-Piercing Claims

SESSION 6

Best Practices for Preventing Veil Piercing Claims

clock 2:00 pm - 2:20 pm EST

Piercing the LLC Veil

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Explore the foundations of corporate veil piercing and how courts apply the doctrine to LLCs versus traditional corporations. Examine recent litigation trends shaping how judges evaluate veil-piercing claims across jurisdictions today.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

clock 2:20 pm - 2:40 pm EST

Common Factors Leading to Veil Piercing

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Identify the key triggers courts rely on to disregard entity protections, including the alter ego doctrine, commingling of personal and business assets, undercapitalization, and failure to observe corporate formalities that expose owners to liability.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

clock 2:40 pm - 3:00 pm EST

Piercing the Veil of Single Member LLCs (SMLLCs)

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Understand why SMLLCs face heightened veil-piercing exposure and learn strategies to maintain separation between member and entity. Review documentation, contracts, and operating agreement provisions that protect single owners from personal liability claims.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

clock 3:10 pm - 3:30 pm EST

Veil Piercing in Multi-Member LLCs and Corporations: Risks and Complexities

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Examine how courts treat multi-member LLCs, closely held businesses, and family-owned entities differently. Analyze fiduciary duty risks for officers and managers, and learn how capital contributions and distributions reinforce corporate integrity.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

clock 3:30 pm - 3:50 pm EST

Litigation Strategies: Defending Against Veil-Piercing Claims

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Develop tactics to challenge veil-piercing arguments, identify weaknesses in the plaintiff’s case, and leverage expert witnesses effectively. Address settlement considerations, avoid adverse precedents, and learn how to advise clients throughout litigation.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

clock 3:50 pm - 4:10 pm EST

Best Practices for Preventing Veil Piercing Claims

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Learn to structure operations and draft governing documents that reinforce limited liability protections. Implement internal policies for financial separation, proper capitalization, insurance coverage, and recordkeeping that minimize veil-piercing exposure for clients.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

01 06
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Shahrokh Sheik

Weinberg Gonser

Lee Weinberg

Weinberg Gonser, LLP

Michael Alfera

Munk Wilson Mandala

Shahrokh Sheik

Weinberg Gonser

Shahrokh Sheik is a Partner and Chair of the Litigation Practice at Weinberg Gonser LLP, focusing on business and trademark law. He serves as outside general counsel and trial counsel for clients ranging from international corporations to start-ups and individuals across industries including entertainment, hospitality, cannabis, finance, e-commerce, and advertising. Shahrokh is dedicated to identifying clients’ goals, objectives, and constraints to facilitate transactions and resolve disputes efficiently.

Education & Credentials

Shahrokh earned his J.D. from Southwestern Law School and his B.S. from California State University, Long Beach. He is admitted to practice in California and before California state courts and the U.S. District Court for the Central District of California.

Recognition & Leadership

During law school, Shahrokh served as President of Southwestern's student government and Associate Editor of the Law Review. As an undergraduate, he served as Vice President of student government, President of the Sigma Phi Epsilon fraternity, and Founder/President of the Law Society.

Professional Involvement

Shahrokh serves on the Board of Governors of the Association of Business Trial Lawyers and is a former Trustee At-Large of the Los Angeles County Bar Association. He is Past Chair of the Entertainment & IP Section of the LA County Bar Association and the Southwestern Entertainment and IP Alumni Association Board. He served on the Board of Susan G. Komen Los Angeles County (2013–2019) and currently sits on the Board of the Institute of Neuro Innovation.

Experience

Prior to joining Weinberg Gonser, Shahrokh founded the business and intellectual property firm Kramer Holcomb Sheik LLP in 2012, and previously served as Counsel at the Independent Film & Television Alliance (IFTA) — producer of the American Film Market. His practice spans business and IP litigation, trademark disputes, entertainment contracts, hospitality and cannabis counseling, and corporate transactions. He has represented film producers in multi-million dollar fraud actions, defended a major ISP in a DMCA copyright case (achieving dismissal on summary judgment), and counseled international hospitality and restaurant groups on equity offerings and worldwide trademark protection.

Shahrokh Sheik

Weinberg Gonser

Shahrokh Sheik is a Partner and Chair of the Litigation Practice at Weinberg Gonser LLP, focusing on business and trademark law. He serves as outside general counsel and trial counsel for clients ranging from international corporations to start-ups and individuals across industries including entertainment, hospitality, cannabis, finance, e-commerce, and advertising. Shahrokh is dedicated to identifying clients’ goals, objectives, and constraints to facilitate transactions and resolve disputes efficiently.

Education & Credentials

Shahrokh earned his J.D. from Southwestern Law School and his B.S. from California State University, Long Beach. He is admitted to practice in California and before California state courts and the U.S. District Court for the Central District of California.

Recognition & Leadership

During law school, Shahrokh served as President of Southwestern's student government and Associate Editor of the Law Review. As an undergraduate, he served as Vice President of student government, President of the Sigma Phi Epsilon fraternity, and Founder/President of the Law Society.

Professional Involvement

Shahrokh serves on the Board of Governors of the Association of Business Trial Lawyers and is a former Trustee At-Large of the Los Angeles County Bar Association. He is Past Chair of the Entertainment & IP Section of the LA County Bar Association and the Southwestern Entertainment and IP Alumni Association Board. He served on the Board of Susan G. Komen Los Angeles County (2013–2019) and currently sits on the Board of the Institute of Neuro Innovation.

Experience

Prior to joining Weinberg Gonser, Shahrokh founded the business and intellectual property firm Kramer Holcomb Sheik LLP in 2012, and previously served as Counsel at the Independent Film & Television Alliance (IFTA) — producer of the American Film Market. His practice spans business and IP litigation, trademark disputes, entertainment contracts, hospitality and cannabis counseling, and corporate transactions. He has represented film producers in multi-million dollar fraud actions, defended a major ISP in a DMCA copyright case (achieving dismissal on summary judgment), and counseled international hospitality and restaurant groups on equity offerings and worldwide trademark protection.

Lee Weinberg

Weinberg Gonser, LLP

Lee Weinberg is a Founding Partner of Weinberg Gonser LLP, where he has helped a wide range of clients meet their personal, financial, and business goals — including “Business Divorces,” first-time liquidity events, and domestic and international financings and transactions. Operating on the principle that clients’ goals and needs are never “cookie-cutter,” Lee is known for individually-tailored options, thoughtful and practical guidance, and creative solutions, as well as access to his broad network, as clients navigate all manner of issues and situations.

Education & Credentials

Lee earned his law degree from Yale Law School and his undergraduate degree from the University of Rochester. He is admitted to practice in California and before the U.S. District Court for the Central District of California.

Recognition & Leadership

Lee has been published in and quoted by Bloomberg, Thompson/Reuters, Euromoney, Investor's Business Daily, The Los Angeles Times, Yale University Press, Business Law News, The National Law Journal, and SoCal Tech. He has been a featured guest on business radio broadcasts and is a frequent lecturer and panelist on first-time sellers and liquidity events, "Business Divorces, Marriages and Spin-offs," media and technology, music publishing, start-ups, and entity selection and structuring.

Professional Involvement

Lee has presented at USC's Marshall School of Business, USC's Annenberg School of Communications, UCLA's Anderson School of Business, the CFA Society of Los Angeles, and the Los Angeles Venture Association (LAVA). In community service, he is a former Board member of the March of Dimes and serves on the Yale Alumni Schools Committee.

Experience

Lee's practice areas include "Business Divorces" and partner disputes, CEO and board counseling, M&A, joint ventures, capital and debt financings, liquidity and cash-out transactions, entity selection and structuring, private equity and venture capital, licensing, NIL endorsements, and outside general counsel services. He has served as a Director on the Boards of Umami Restaurant Group and YouMail, as an Officer of YouMail, and as an Advisor to AEi Systems. He co-founded and served as CEO of SalesMountain, a mobile and internet infomediary, and was previously associated with Alschuler Grossman Stein & Kahan LLP, Riordan & McKinzie, Debevoise & Plimpton, and Sullivan & Cromwell. His representative industries span technology and communications, aerospace, hospitality, media and marketing, fashion and beauty, food and beverage, health and wellness, cannabis, and entertainment and sports.

Michael Alfera

Munk Wilson Mandala

Michael Alfera is a Senior Associate in Munck Wilson Mandala’s litigation practice, known for developing winning, results-oriented case strategies in complex commercial disputes. He represents both plaintiffs and defendants in high-stakes business and commercial litigation in state and federal courts, pairing sharp legal analysis with strategic execution to deliver meaningful results for clients.

Education & Credentials

Michael earned his J.D. summa cum laude from Southwestern Law School in 2018 and his B.A. in Music magna cum laude from the University of Southern California in 2009. He is admitted to practice in California and before the U.S. District Courts for the Central and Southern Districts of California.

Recognition & Leadership

Michael was a member of the championship team at the 2018 Wagner Labor and Employment Law National Moot Court Competition. He regularly presents CLEs on legal writing and litigation strategy, and in April 2025 he took the stage at TEDxSouthwestern to explore the evolving impact of artificial intelligence on the legal profession.

Professional Involvement

Michael is an Executive Committee Member and Barrister of the Southwestern Law School Chapter of the American Inns of Court and an Executive Committee Member of the Association of Business Trial Lawyers (ABTL) Young Lawyers' Division. He is also the founder of The L.A. Choral Lab, a 501(c)(3) performing arts nonprofit advancing the modern choral art form.

Experience

Michael's focus areas include commercial, class action, trademark and copyright, employment, and real estate litigation. He has first-chaired two bench trials, obtaining complete victory for clients in both. He co-chaired a federal jury trial in a trademark dispute, securing a $1.4 million verdict and defeating all counterclaims, and second-chaired a California state partnership dispute trial securing a $2.7 million jury verdict with significant punitive damages. Earlier in his career, Michael served as a judicial law clerk in California state court and federal court, providing research and draft work product on hundreds of cases.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Explore Our Featured Programs

Master IRS-proof tax strategies to slash your tax bill, maximize deductions on home offices, vehicles, and second homes, optimize S Corp elections, and build wealth while audit-proofing your law practice.

June 19, 2026

3 Hour Program

MCLE Credits

Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
  • Audit-proof your tax return and ensure your business isn’t labeled a “hobby” by the IRS
  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Closed-captioning available

2026-06-19 13:00:00

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

October 30, 2025

2 Hour Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

2025-10-30 14:00:00

Master trust selection and drafting. Learn to structure revocable and irrevocable trusts, navigate Medicaid planning, administer estates confidently, and shield fiduciary clients from liability—immediately applicable to your practice.

December 11, 2025

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

2025-12-11 14:00:00

FAQ

Get answers before you ask

Are all CLE programs included with an unlimited pass purchase?

Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.

Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.

Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.

Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

Expand Your Legal Expertise

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

MCLE Credits

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

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