- Trust Owned Life Insurance Overview why important to attorneys
- Trustees Duties
- Uniform Prudent Investor Act
- Common Problems
- Policy Management
- The Audit Process
- Solutions
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Trust Owned Life Insurance: The Audit Process In this timely and compelling CLE program, Attorney Kyle Robinson interviews Tom Henske on the Audit Process for a Trust Owned Life Insurance. They discuss who may be a trustee and the responsibilities of trustees and the risks they may face in managing accounts for clients. They continue the program covering the Prudent Investor Act and how it is applies. Next, Mr. Robinson and Mr. Henske review red flags that must be identified in existing policies, and how to deal with them in a legal way. Their final topic discusses the evaluation process and how the audit takes place and the importance of the audit evaluation. This program is must for any attorney who wishes to learn more about life insurance, trust, and the audit process. Agenda
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Effective Legal Representation In Today's Federal Social Security Disability Arena In this timely and compelling CLE program, attorney, Scott Daniels teaches Federal Social Security Disability Representation Mr. Daniels begins the program with an overview of applicable laws, eligibility, and standard for disability claims. Attorney Daniels then proceeds to cover various types of disability programs. He also discusses the five steps in evaluating a disability claim. Mr. Daniels concludes the program with case examples and an overview of the Federal Disability Claim Process and who bears the burden of proof. This program is a must watch for any attorney who wants to learn more about Federal Disability Claims. Agenda
- Applicable Social Security Laws
- Types of Disability Programs
- Evaluation Process
- Federal Disability Process
- Case Examples
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Avoiding the $1.5 Billion Mistake: Article 9 Lessons Learned from the GM Bankruptcy In this compelling and timely CLE program Attorney, Donald Petersen, covers Article 9 implications. Mr. Petersen will discuss the importance of Article 9 and how it works. Mr. Petersen will cover, systemically, his own steps to success with regards to Article 9 issues. This program is a must listen for any attorney wishing to learn more about Article 9 AGENDA: What is Secured Transactions? UCC and Article 9 Introduction Article 9 UCC Article 9 Steps to Success Proceeds Analysis PMSI Disbursing Cash Proceeds
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Alaska 3 Credit Ethics Bundle Attorney, Kyle Robinson, Esq. presents “Attorney Conduct, Ethics,and Professionalism”. In this riveting and compelling program, Attorney, Kyle Robinson explains the Rules of Professional Responsibility and Ethical rules attorneys must know. This CLE program is a broad overview of the rules and explains ethical nuances. Mr. Robinson starts the discussion with the history of the Model rules and then discusses the lawyers preamble. He then systematically goes through important ethical rules and dissects the meaning of each rule. Timely subjects such as social media concerns and investigators are covered. The programs also covers, misconduct, communication, and misrepresentation. This three Credit program is a must listen for any attorney who wants to expand their knowledge of ethics and professionalism and earn CLE credits along the way!
