CLE
Course Credit Approval Click
here for a list of RCBA CLE courses approved for credit from
January 1, 2008 through June 2010.
September
2009
ESTATES
& TRUSTS SECTION
Thursday, September 10 BACK TO SCHOOL: New Laws, New Procedures & New Fees
The 2009 Legislature made significant changes to the laws affecting Estates
& Trusts practitioners. We will review substantive changes to the
Probate Code, Guardianships/Conservatorships, Transfer on Death Deeds,
Disposition of Body Upon Death, Disclaimers, Health Care Directive Priorities,
and time permitting, recent appellate decisions affecting the Estates
& Trust Section. Presented by: John P. Worrell, Hoene & Worrell,
P.A. 1 standard CLE credit approved
REAL
ESTATE SECTION
Tuesday, September 15 Case Histories – The Rest of the Story
Two litigators discuss their experiences of litigating a specific case through
the Appellate process. Case History 1: Wensmann Realty, Inc. v. City
of Eagan, eminent domain. Case History 2: Nguyen v. Hoang,
application of the Statute of Frauds to a purported contract for deed. Presented by: Chris Penwell, Siegel, Brill, Duffy &
Foster, P.A. & Larry B. Stevens, Larry B. Stevens & Associates 1 standard CLE credit approved
LEGISLATIVE
UPDATE
Wednesday, September 16 An overview of the 2009 legislative session and the governor’s
unallotments, including the impact of the unallotments. Topics of interest
to practitioners will be covered, including health law, court fees, business
law, probate, criminal law (vulnerable adults, prostitution & sex
trafficking, domestic abuse) and more. Extra bonus: Learn about federal
stimulus money available for businesses, to advise your business clients.
Presented by: Kathy Hahne, Faegre & Benson; Lloyd
Grooms, Winthrop & Weinstine; Phil Carruthers, Ramsey
County Attorney's Office and Mary
Jo McGuire, Consultant & Director, Learning, Law & Democracy 2 Standard CLE credits approved
OVERVIEW
OF CHAPTERS 7 & 13 CONSUMER BANKRUPTCY & SELECT BUSINESS BANKRUPTCY
ISSUES FROM THE CREDITOR'S PERSPECTIVE
Friday, September 18 Learn some basics about bankruptcy, to help advise your clients
who are considering whether to file, or clients who find themselves as
creditors in business bankruptcies. Consumer bankruptcy overview will
include Chapters 7 & 13. Business bankruptcy issues will include reclamation
rights/claims available to sellers of goods; assumption and rejection
of unexpired commercial real estate leases; preferences and fraudulent
transfers (the most common bankruptcy trustee avoidance actions); and
set-off rights of creditors.
Presented by: Ronald Lundquist, The Law Offices of Ronald
J. Lundquist and Rick Salmen, Felhaber, Larson, Fenlon &
Vogt 2 Standard CLE credits approved
FAMILY
LAW SECTION
Wednesday, September 23 Tax Tips and Traps for the Family Law Attorney
Mr. Lamey, a CPA, will provide tax tips and traps for the Family Law attorney
on a wide variety of issues including dependency exemptions, the taxability
of the discharge of debts, and the tax issues to consider during settlement
negotiations. Presented by: Thomas C. Lamey, CPA, Sagacity Tax
& Accounting 1 standard CLE credit approved
SOLO
& SMALL FIRM BREAKFAST CLE Thursday, September 24 The Employee Free Choice Act. Is It Necessary To Effect Union
Goals? A look at the current status of the EFCA legislation and a review
of a real-world unionization effort.
Presented by: Jim Blaney, Blaney & Ledin Ltd. 1 standard CLE credit approved
PRACTICAL
IMPACT OF BUDGET CUTS IN THE COURTROOM & TIPS TO MAKE YOUR COURTHOUSE
PRACTICE MORE EFFICIENT
Wednesday, September 30 Budget cuts have hit our state and county in all aspects of our
lives. But what do these cuts mean for each of us in practical terms?
What changes need to take place in an era of decreasing staff? Come hear
how the budget cuts are impacting the court system in Minnesota and specifically,
in the Second Judicial District. Hear directly from our judicial leadership
and from those dealing with the administration of justice in Ramsey County.
Learn tips to make your courthouse practice in Ramsey County more efficient,
both from courthouse administration personnel and from an attorney with
significant Ramsey County practice experience.
Presented by: Hon Eric J. Magnuson, Chief Justice, Minnesota
Supreme Court; Hon. Kathleen Gearin, Chief Judge, Ramsey County
District Court; Larry Dease, Ramsey County District Court Administration;
Susan Segerstrom, Ramsey County Family Court Manager; Lynae Olson,
Ramsey County District Court Civil Division Administration; Joe
LaPlant, Ramsey County Family Court Assignment Supervisor; Joan
Hackel, Kueppers, Hackel & Kueppers 2 Standard CLE credits approved
October
2009
CRIMINAL
LAW SECTION
Tuesday, October 6 Forensic Examination of Computers and Cell Phones
Jeff Wold provides expert witness and computer/mobile device forensics
services to the legal industry. Wold has over 25 years of experience in
information technology and he has been serving the legal industry in the
area of computer forensics and electronic evidence analysis since February
2002. He has extensive training in computer forensics, cell phone and
PDA forensics, and information assurance.
Wold CSI has been engaged in a wide variety of cases including murder,
criminal sexual misconduct, employee law, and many other criminal matters.
Presented by: Jeff Wold, Wold Consulting Services,
Inc. 1 standard CLE credit approved
ESTATES
& TRUSTS SECTION
Thursday, October 8 Views From the County Probate Court - Meet the Current Ramsey
County Probate Court Judges & Referee
Hear views from the bench and have the opportunity to ask questions in
this informal setting. Presented by: Judge Steven D. Wheeler, Ramsey County
Probate Court; Judge Marybeth Dorn, Ramsey County Probate Court;
Referee Dean M. Maus, Ramsey County Probate Court 1 standard CLE credit approved
EXAMINING
MINNESOTA'S NEW BAD FAITH LAW
Friday, October 9 Overview of both first and third party bad faith law in Minnesota
through discussion and examples.
Presented by: Chad Hintz, The Law Office of Chad J. Hintz
and James Sherburne, Sherburne Law Offices, P.A 2 Standard CLE credits approved
REPRESENTING
HOMEOWNERS IN FORECLOSURE Tuesday,
October 13
Learn how to get real relief for homeowners in foreclosure. Topics will
include rescission under the federal Truth in Lending Act, challenges
based on violation of the statutory foreclosure requirements, the new
federal foreclosure prevention programs, and how to effectively assert
claims based on unfair, deceptive, fraudulent, and unconscionable mortgage
lending practices. Presented by: Amber Hawkins, Mid-MN Legal Assistance
and Jane Bowman, Housing Preservation Project 3.5 Standard CLE credits approved
COMPUTERIZED
LEGAL RESEARCH - WESTLAW
Monday, October 19
Ms.
Hartman will provide an overview of Westlaw computerized legal research
programs with an emphasis on the needs of solo and small firm practitioners. Presented by: Sarah Hartman J.D., Research Specialist,
Government & Academic Markets, Thomson Reuters 1 law office management CLE credit approved
REAL
ESTATE SECTION
Tuesday, October 20 Legislative Update
Legislative Update areas to be covered include: Real Property Section
Bill; Uniform Disclaimer of Property Act; Economic Development Postponement;
Marital Liens (HHS); Five Week Redemptions; Foreclosure Technical Corrections;
Shoreland Lots; Mediation Veto; and Unmarried Owners Liens Presented by: Kevin Dunlevy, Beisel & Dunlevy,
P.A. 1 standard CLE credit approved
TRIAL
AND DEPOSITION OBJECTIONS
Wednesday, October 21 Panel presentation on asserting and defending against objections,
and objectionable behavior, at deposition and trial. Do discovery rules
regarding objections favor the questioning party, the adverse party, or
are they neutral? The most common deposition objections. Talking v. “curing”
objections. Instructing a witness not to answer. Taking breaks –
the good and the bad. Terminating a deposition. The Bully on both sides
of the table. When do you contact the court regarding objections, and
who bears the burden? What are “trial depositions”? Most common
trial objections. Information not previously disclosed. Opinion evidence.
Offers of proof. Does the judge matter?
Presented by: Hon. William Leary, Ramsey County District
Court; Patrick W. Ostergren, Lind, Jensen, Sullivan & Peterson
and Paul McEllistrem, Hauer, Fargione, Love, Landy & McEllistrem 2 Standard CLE credits approved
SOLO
& SMALL FIRM BREAKFAST CLE Thursday,
October 22 The Paperless Office: No More Paper Nightmare Hear from a frequent presenter on document handling procedures
for the paperless office, with real-time examples. Why go paperless? Cost
savings and improving work efficiency. How a virtual office improves job
satisfaction. How to go paperless. Investment and equipment recommendations.
The key to document handling procedures. File management, email retention,
and document searchability. Safeguards. 1 law office management CLE credit approved
PURCHASE
OF HOMES Before, During and After Foreclosure Tuesday,
October 27
An overview of the issues to consider when advising residential home buyers
where foreclosure is involved. Discussion will include some causes and
conditions leading to the foreclosure crisis; problems with listing agreements,
purchase agreements; importance of inspections, other procedures to protect
buyers. Learn about St. Paul’s specific ordinances and the city’s
enforcement plans. Presented by: John D. Rice, Rice Law Firm, Chartered
and Jeff Hawkins, St. Paul Department of Safety & Inspection,
Vacant Buildings 2 Standard CLE credits approved
FAMILY
LAW SECTION
Wednesday, October 28 Immigration: What Every Family Lawyer Should Know
Due to globalization and the presence of a diverse, immigrant population
in the State of Minnesota, family law practitioners are finding an increasing
overlap in the areas of immigration and family law. This CLE is intended
to generally assist the family law practitioner, who has little to no
knowledge of immigration law, in understanding and assessing the common
issues that may arise and cross-intersect with their immigrant clients,
partners, and family members. In this one-hour presentation, attendees
will be provided a brief overview and course materials on fiance visas;
marriage visas; how the immigration status of a client can affect a marriage
or dissolution process; affidavits of support; immigration waivers; benefits
of obtaining a green card/U.S. Citizenship; conditional residency; domestic
abuse; and intra-country adoption. Presented by: L. Elizabeth Tolzmann, Tolzmann and
Hemminger, LLP and Erin Swaab Nordell, Staff Attorney, St. Cloud
Area Legal Services 1 standard CLE credit approved
COMPUTERIZED
LEGAL RESEARCH: LEXIS Co-sponsored
by the Ramsey County Law Library and the RCBA
Thursday, October 29 Ms.
Lahammer will provide an overview of Lexis computerized legal research
programs with an emphasis on the needs of solo and small firm practitioners.
Presented by: Peggy Lahammer, Esq., Research Attorney,
LexisNexis 1 law office management CLE credit approved
November
2009
BASICS
OF PROBATE ADMINISTRATION Friday,
November 6 This CLE will cover basics of preparing a probate administration
case and tips to efficiently manage the process.
Preparing Your Case, will be a discussion of the various types of probate
proceedings: Informal, Formal Unsupervised, Formal Supervised, Summary
Administration, Ancillary Proceedings, and Decree of Descent. The focus
will be on what factors to consider when deciding which type of proceeding
should be used, and what information is needed to present to the court.
Creditors claims and issues unique to claims will also be discussed, along
with ethical considerations for attorneys and personal representatives.
Keeping it all Straight will include practical tips on how to conduct
the initial interview with your client, determining and docketing important
dates and deadlines, creating and keeping checklists of administration
tasks, and protecting your client from liability and yourself from malpractice.
Presented by: Dean Maus, Ramsey County Probate Court Referee
and Barbara Kristiansson, Felhaber, Larson, Fenlon & Vogt 3 Standard CLE credits approved
FAMILY
LAW SECTION Wednesday,
November 18
Effect of Short Sales & Foreclosures on Family Law Matters Overview of the effect of short sales and foreclosures on people’s
credit, and an explanation of the process involved in short sales, with
an emphasis on how these situations impact family law matters.
Presented by: Jarrod Peterson, Real Estate Consultant, Edina Realty;
Al Coleman, MN Mortgage Specialist, Mortgages Unlimited; and
Jeffrey O’Brien, Partner, Mansfield Tanick & Cohen
1 Standard CLE credit approved
HOT
TOPICS IN HEALTH LAW Wednesday,
November 18
Hot topics in health law will include:
• Medicare Reimbursement of Nursing Home Expenses and End of Life
Issues
• Palliative Care Issues
• Update on Health Reform -- what it means for the consumer and
practitioner
Presented by: Lucinda Jesson, Director, Health Law Institute &
Associate Professor of Law, Hamline University School of Law; A.
Kimberley Dayton, Director, Center for Elder Justice and Policy, William
Mitchell College of Law; & Katrina Angela Pagonis, Assistant
Professor, Hamline University School of Law 2 Standard CLE credits approved
CUSTODY
LAW FROM START TO FINISH Friday,
November 20 The presenters will entertain and inform you with a role-play.
A new attorney, played by Ms. Van Ert and Ms. Billings, asks a senior
attorney for guidance on a case that presents intricate family law issues.
Thomas Tuft and Scott Rodman will play the senior attorney. The role-play
will cover various aspects of custody, including the statutory custody
factors, custody evaluations and third party custody. Additional topics
include temporary relief, relocation, interstate issues, special needs
children, modification, probate issues and multiple alternative dispute
resolution methods Presented by: Thomas Tuft, Scott M. Rodman, Letty M-S
Van Ert, and Nicole E. Billings, all of Tuft & Arnold PLLC 2 Standard CLE credits approved
December
2009
SOLO
& SMALL FIRM BREAKFAST CLE
Thursday, December 3 The 2 a.m. DUI Phone Call: What Do You Do? 1 Standard CLE credit approved
CHILD
SUPPORT: UPDATE AND REVIEW OF THE NEW STATUTE Tuesday,
December 8 An updated of developments in the new child support statute that
was implemented in 2007. We will discuss case law, magistrates' experinces,
and reactions from attorneys thus far. Presented by: James Brinegar, Child Support Magistrate,
4th & 10th Judicial Districts of Minnesota 2 Standard CLE credits approved
REAL
ESTATE SECTION
Tuesday, December 15 Tax Issues Related to Real Estate
This session will focus on basic rules governing life estates, the new
debt forgiveness rules relating to the mortgage crisis and other tax-related
topics that affect real estate transactions. Presented by: Bryan Jamison, Jamison & Jamison,
PA 1 Standard CLE credit approved
FAMILY
LAW SECTION
Wednesday, December 16 Understanding Division of Property for Retirement Benefits Awarded
from CSRS and FERS Pensions and TSP Accounts Presented by: Mary Kate Kelley-Scheidler, Carpe Diem
Legal Services 1 Standard CLE credit approved
SUPREME
COURT & COURT OF APPEALS UPDATE Wednesday, December 16
Overview and update of the 2008-2009 year at the Minnesota Supreme Court
and Court of Appeals. Hear about significant cases from the last year
across all areas of law and bring your questions for our speakers about
the last year at the Minnesota appellate courts. Presented by: Hon. Paul H. Anderson, Associate Justice,
Minnesota Supreme Court and Hon. Edward Toussaint, Chief Judge,
Minnesota Court of Appeals 2 Standard CLE credits approved
January
2010
REAL
ESTATE SECTION Tuesday, January 19
Conveyances to and from Religious Organizations
Discussion will include statutory and case law governing conveying title
in and out of the various forms of religious organizations, and advising
client religous bodies. A little time will be devoted to litigation of
title to religious real estate. Presented by: Robert Beutel, Attorney at Law, Retired
Ramsey County Examiner of Titles 1985-2005 1 Standard CLE credit approved
PROSECUTOR
ERROR AND MISCONDUCT AND INEFFECTIVE ASSISTANCE OF COUNSEL Wednesday, January 20
Participants will hear from a seasoned prosecutor and a seasoned defense
attorney the basics and latest about prosecutor error and misconduct,
and ineffective assistance of counsel law in Minnesota. The Prosecutor
Error and Misconduct discussion will include the applicable rules from
the Minnesota Rules of Professional Conduct (MRPC) and relevant cases,
including recent ones. The Ineffective Assistance of Counsel discussion
will address the current standard for ineffective assistance of counsel
and some of the ethical considerations when ineffective assistance of
counsel is asserted in state post-conviction and federal habeas corpus
actions. Presented by: Phil Carruthers, Ramsey County Attorney’s
Office and Charles Clippert, Caplan Law Firm, P.A. 1.5 Ethics CLE credit and .5 Standard CLE credits approved
ESTATE
AND SUCCESSION PLANNING FOR BUSINESS OWNERS Tuesday,
January 26
One of the largest issues for business owners is their succession plan.
This CLE will highlight many of the estate planning devices and techniques
created especially for business owners. Topics will include: the importance
of planning, basic estate planning documents, gifting of business interests,
sale of business interests, buy-sell agreements, shareholder/member control
agreements, private annuities, self-canceling installments notes, grantor
retained annuity trusts, sale to defective grantor trusts, defined benefit
plans, Family Limited Partnerships, and other methods to transfer ownership.
This course will provide a good introduction to those with little familiarity
with the topics and a nice refresher course for those who practice in
the area. Presented by: Matthew J. Shea, Gray, Plant, Mooty
and Marya Robben, Lindquist & Vennum 2 Standard CLE credits approved
FAMILY
LAW SECTION
Wednesday, January 27 Understanding and Handling Difficult Visitation Issues
What types of visitation problems are common with teens and other age
groups? What does it mean when a child resists visitation and what can
you do about it? How do you ascertain when visitation is unsafe? What’s
going on with reunification therapy and how can family lawyers assist
with reunifications? Receive answers to these questions and yours from
two child development experts. Presented by: Susan De Vries, MA, Licensed Psychologist,
St. Paul and Peggy Contrell, Moxie Incorporated, Minneapolis 1 standard CLE credit approved
SOLO
AND SMALL FIRM SECTION
Thursday, January 28 Cases for Free — With N.W.2d Citations? The Use and Utility
of Internet Legal Research
Over
the past 10 years, legal research has slowly but surely migrated from
a focus on exclusive, expensive services to the wider availability of
cost-effective - and
even free - resources that can be accessed from any desktop. In the past
year, several developments have given hope to those who see a future where
caselaw and other legal resources are readily available in the public
domain. This presentation will discuss some of those developments, explore
some of the resources available, and engage in an interactive discussion
on its import to small firm and solo practitioners.
Presented by: Damien Riehl, Robins, Kaplan, Miller
& Ciresi, LLP 1 Standard CLE credit approved
LEGISLATIVE
PREVIEW Friday,
January 29 A distinguished panel will preview legislation and issues that
the Minnesota Legislature will address during the 2010 legislative session.
Topics covered will include health law (state and federal), the MSBA legislative
agenda, business/consumer issues, energy issues, the political environment,
and more.
Presented by: Kathy Hahne, Faegre & Benson; Lloyd
Grooms, Winthrop & Weinstine; Phil Carruthers, Ramsey
County Attorney’s Office and Lucinda Jesson, Director,
Health Law Institute & Associate Professor of Law, Hamline University
School of Law 2 Standard CLE credits approved
February
2010
CHOICE
OF BUSINESS ENTITY
Tuesday, February 9
An overview of the basics in choosing a legal entity for a for-profit
enterprise, including C Corps, S Corps, LLC, and limited partnerships,
addressing applicable state law and federal tax implications. Presented by: Jennifer Forbes, Felhaber, Larson,
Fenlon & Vogt and Greg Carlson, Shareholder, CPA, MBT, CFP, Wilkerson
Associates 2 Standard CLE credits approved
ESTATES
& TRUSTS SECTION
Thursday, February 11 Update from the 44th Annual Heckerling Institute on Estate Planning
Marlo W. Turcotte and Michael P. Sampson, both from the law firm Lindquist
& Vennum, PLLP, will present the high points of the 2010 Heckerling
Institute at the University of Miami School of Law. The Heckerling Institute
panel plans to focus on practical planning strategies in light of the
many legislative and regulatory developments in 2009. The changes may
impact the overall approach to estate planning for many clients, and may
impact a wide variety of strategies, including GRATs, FLPs, and Graegin
notes, among others. Presented by: Marlo W. Turcotte, Lindquist &
Vennum, PLLP and Michael P. Sampson, Lindquist & Vennum,
PLLP 1 standard CLE credit approved
REAL
ESTATE SECTION
Tuesday, February 16 Foreclosure Defense Litigation
Discussion of the legal issues, practical obstacles, and new trends in
foreclosure defense litigation. Presented by: Carl Christensen, Christensen Law Offfice
PLLC 1 standard CLE credit approved
ADVISING
SMALL BUSINESSES ABOUT WORKERS' COMPENSATION / WORKPLACE ISSUES / OSHA
LOSS CONTROL Wednesday, February 17
Learn about the regulatory structure controlling the pricing of a workers
compensation policy and how a business owner can take steps to control
and reduce the cost of workers compensation insurance. Also learn about
OSHA requirements & penalties, loss prevention programs and how these
items affect the pricing of a workers compensation policy. Presented by: Steve Orme and Benjamin Brunn, both of
Arges Group, Inc. 2 Standard CLE credits approved
CRIMINAL
LAW SECTION
Tuesday, February 23 Statewide Use of Ignition Interlock
Learn about the statewide Ignition Interlock program. Probation officials
will cover implementation of the program from pilot to state-wide; a public
defender will talk about the specifics of the existing statute and the
interlock device provider will cover how it works. Presented by: Jessica McConaughey, St. Paul City
Attorney’s Office; Robert Roeglin, Hennepin County Corrections
Unit Supervisor; Emil Carlson-Clark, Hennepin County Probation
Officer and Edward Cohen, Smart Start MN 1 standard CLE credit approved
FAMILY
LAW SECTION
Wednesday, February 24 Elder Law Issues in Family Law: The Impact of Divorce on Medical
Assistance and Estate Planning
Is divorce legitimate or necessary when people want to protect marital
assets from being dissipated for nursing home care and medical care? How
and when are they structured? When should divorce lawyers refer clients
to elder law specialists? How does a divorce affect an estate plan? When
should divorce lawyers consult with an estate planning attorney? On what
topics? How are living trusts, irrevocable trusts, health care directives
and short form durable powers of attorney affected by divorce? How does
divorce affect social security benefits? Presented by: Stuart E. Schmitz, Schmitz & Schimdt,
P.A. 1 standard CLE credit approved
SOLO
& SMALL FIRM SECTION
Thursday, February 25
Corporate Entity Concerns Beyond Startup Steve
Ledin, a business transactional attorney focused on providing sound economical
advise to closely held corporations, will speak to those layers of legal
issues that face attorneys representing start up corporations after the
business formation and initial corporate formation documents are completed.
Issues will include: who is your client, conducting board meetings, how
to conduct due diligence for corporate transactions, and providing quality
legal services on a start up budget. Presented by: Steve Ledin, Blaney & Ledin, Ltd. 1 Standard CLE credit approved
CONSUMER
PROTECTION IN FINANCIAL MATTERS: BASICS ABOUT FAIR DEBT COLLECTION AND
FAIR CREDIT REPORTING Friday,
February 26 The Pearls and Pitfalls of Fair Debt Collection Practices Act:
A brief overview of the rules and regulations that govern debt collection
agencies and debt collection attorneys, an update on current trends, with
an emphasis on how to recognize a valid claim from a money pit. "An
Introduction to the Fair Credit Reporting Act" will cover the obligations
the FCRA places on credit bureaus and the companies that report to them,
when there is a private right of action, remedies available under the
FCRA, traps for the unwary FCRA litigator, and more.
Presented by: Mark Leon Vavreck, Martineau, Gonko &
Vavreck and John H. Goolsby, Goolsby Law Office, LLC 2 Standard CLE credits approved
March
2010
LAYOFFS
& REDUCTIONS IN FORCE
Tuesday, March 9
In today's economic climate, layoffs and reductions in force are occurring
more often than ever before. Beth Bertelson and Melissa Weldon will offer
a practical look at layoffs and reductions in force from both the employee's
and the employer's perspective. From the employer's side, topics will
include tips for implementing a reduction in force, including the selection
process, severance options, and obtaining a valid release. From the employee's
side, topics will include possible claims stemming from the loss of a
job, including discrimination claims. Presented by: Melissa Weldon, Larson • King,
LLP and Beth Bertelson, Bertelson Law Office, P.A. 2 standard CLE credits approved
ESTATES
& TRUSTS SECTION
Thursday, March 11 Protecting Personal Representatives When Non-Exempt Assets Are
Insufficient to Cover Costs of Administration
Discussion of the interplay of 524.3-720, O’Neil, Torgerson
and Gellert, including how the lawyer protects his/her right to collect
his fee, protect the personal representative and other beneficiaries.
What are the steps the lawyer should take at inception? What factors should
the lawyer consider in accepting the representation? What happens when
the expenses and fees of estate litigation consume all of the non-exempt
assets? Does it matter if a beneficiary lacks capacity? Presented by: Rodney J. Mason, Attorney at Law, Rodney
J. Mason, Ltd. 1 standard CLE credit approved
REAL
ESTATE SECTION
Tuesday, March 16 Creative 1031 Exchange Problem-Solving and Accelerated Depreciation
~ Having Your Cake and Eating It Too
Save your clients money in taxes, maximize future tax deductions and structure
more tax efficient “win-win” transactions. Learn how combining
1031 tax deferred exchanges with more rapid deprecation strategies for
replacement property can give your client a double tax bennefit. This
CLE focuses on the interaction of cost segregation, IRC Code Sec. 1031
improvement exchanges and depreciation recapture rules. Presented by: Jeff Peterson, President, Commercial
Partners Exchange Company, LLC and Paul Longsdorf, CPA, HLB Tautges
Redpath, Ltd. 1 standard CLE credit approved
FAMILY
LAW SECTION
Wednesday, March 17 Non-Marital Law after Baker
Ms. Kritta will discuss how accountants are addressing issues about non-marital
assets and tracing funds, following the Baker decision and other recent
decisions by the appellate courts. Presented by: Karen Kritta, CPA/ABV, CVA 1 standard CLE credit approved
CURRENT
ISSUES FOR NON-PROFITS
Wednesday, March 17
An overview of corporate and tax laws applicable to nonprofits, with an
emphasis on developments in recent years. Those developments include an
increased emphasis on corporate governance, executive compensation and
other matters. The CLE also will feature an overview of requirements for
registration with the Attorney General's office, and state law compliance.
Presented by: Thomas Doyle, Felhaber, Larson, Fenlon
& Vogt and Binh Tuong, Assistant Attorney General, Minnesota
Attorney General's Office 2 standard CLE credits approved
SOLO
& SMALL FIRM SECTION
Thursday, March 25 Legal Web 2.0: Strategies for Creating a Presence and Developing
Business with Social Media
Vlodaver,
President and Chief Manager of Vlodaver Law Offices, LLC
In
this informative program, Leora and Royee will review social networking
sites such as Facebook, JD Supra, LinkedIn, Twitter and blogging platforms
from a lawyer's perspective, identifying a shortlist of the top sites
that provide the best business development opportunities for your practice.
They will help you narrow your scope and develop a realistic social networking
strategy that fits your schedule and maximizes results. The program will
also address common ethical pitfalls and provide a forum to discuss additional
attorney concerns about the use of social media. Presented
by: Leora Maccabee, Maslon Edelman Borman & Brand, LLP,
and Royee 1 Law Office Management CLE credit approved
ADVISING
SMALL BUSINESSES ABOUT DEBT COLLECTION
Friday, March 26
Learn how to serve your business clients and protect their assets. Discussion
will address hot topics in today’s credit environment, including
managing your accounts receivables; how to collect your account receivables;
setting up the account for your third party and determining which one
to use; and examination of the legal process. Presented by: Terri Shepherd, Xact Resources,
and Heidi Staloch, Manty & Associates, P.A. 2 standard CLE credits approved
EVIDENCE:
Practical Issues in Preparing Your Case
Wednesday, March 31
Chief Judge Toussaint will discuss practical issues lawyers face in preparing
their cases, including dealing with allegations in the complaint, pre-trial
motions and court rulings, trial evidentiary issues, post-decision motions,
and preserving issues for appeal. Presented by: Hon. Edward Toussaint, Chief Judge,
Minnesota Court of Appeals 2 standard CLE credits approved
April
2010
IMMIGRATION
ISSUES IN EMPLOYMENT LAW
Tuesday, April 13
Learn how immigration law is impacting your business clients. A basic
overview of immigration law will be followed by more specific information
related to hiring immigrant workers, including how to sponsor an immigrant
worker and how businesses can ensure that they are maintaining a lawful
workforce. Presented by: Amy Schroeder Ireland, Schroeder Ireland,
LLC 2 standard CLE credits approved
INSURANCE
ISSUES FOR SMALL BUSINESSES
Wednesday, April 14
Discussion of insurance exposures present in most small businesses, including
an outline of the insurance coverage and examples of claims. Insurance
areas covered will include Property, Commercial General Liability, Product
Liability, Workers Compensation/ Employers Liability/ Stop Gap, Business
Income/ Loss of Rents, Commercial Automobile, Employment Practices Liability,
Employee Benefit Liability, Internet Liability, Commercial Umbrella, Crime/ERISA,
Equipment Floater and miscellaneous Professional Liability. Presented by: Steve Orme, Arges Group Inc. 2 Standard CLE credits approved
REAL
ESTATE SECTION
Tuesday, April 20 Ethics Issues in Real Estate
A discussion of ethical issues surrounding the notarization of documents,
alteration of executed documents, conflicts of interest and metadata. Presented by: Patrick R. Burns, First Assistant Director,
Minnesota Office of Lawyers Professional Responsibility 1 Ethics CLE credit approved
SOLO
& SMALL FIRM SECTION
Thursday, April 22 Recent Developments and Tips for Avoiding Ethics Complaints
Discussion
of current ethics issues and tips for avoiding ethics complaints. Topics
will include what to do with an unused retainer, more about the “&
associates” issue and others. Presented
by: Timothy M. Burke, Senior Assistant Director, Minnesota
Office of Lawyers Professional Responsibility 1 Ethics CLE credit approved
FAMILY
LAW SECTION
Wednesday, April 28 Cooperative Practice in Family Law Proceedings
Cooperative Practice is an innovative and formal, planned negotiation
process. Learn more about Cooperative Practice, including why it produces
early and efficient settlements in family-law matters. Receive tips and
techniques that you may easily adapt to implement Cooperative Practice
in your legal practice today. Presented by: Nancy Zalusky Berg, Walling, Berg &
Debele, P.A. 1 Standard CLE credit approved
PROBATION
& PRE-SENTENCE INVESTIGATION PROCESS
Wednesday, April 28
Hear from Ramsey County Community Corrections personnel about how probation
and the pre-sentence investigation process works from a practical point
of view, including how PSIs are prepared. Get tips about how to help your
clients in the PSI process and how defendants and attorneys can most effectively
work with the probation officers preparing PSIs. Management personnel
will briefly touch on the probation violations redesign project currently
in the works. Presented by: Chris Crutchfield, Deputy Director
for Community Relations & External Affairs, Ramsey County Community
Corrections, John Menke, Assistant Director, Adult Services,
Community Corrections and Geri Pedersen, Ramey County Probation
Officer 2 Standard CLE credits approved
May
2010
LAW
DAY CLE & Book Presentation: Westlaw Next
Co-sponsored by the Ramsey County Law Library and RCBA Monday, May 3
The 2010 Law Day theme is “Law in the 21st Century: Enduring Traditions,
Emerging Challenges.” This free event will begin with a book presentation,
honoring “enduring traditions” and will feature a one-hour
CLE overview of WestlawNext with its new “simple language query”
system, addressing the “emerging challenges” portion of the
Law Day theme. Presented by: Sarah Hartman J.D., Research Specialist,
Government & Academic Markets, Thomson Reuters 1 Law Office Managment CLE credit approved
ADVISING
SMALL BUSINESSES ABOUT EMPLOYMENT DISCRIMINATION CLAIMS
Friday, May 7
Many small businesses do not have human resource directors, and must rely
on their attorney to advise them on personnel matters. This program will
provide a basic description of the state and federal discrimination laws,
discuss some of the more common claims brought under these statutes, suggest
what questions an attorney should ask a client when asked to advise about
a disciplinary or termination matter, and recommend effective risk management
tools to help a small business avoid discrimination claims or place the
small business in the best defensive position if a claim is brought. Presented by: Phyllis Karasov, Moore, Costello &
Hart, P.L.L.P. 2 Standard CLE credits approved
REAL
ESTATE SECTION
Tuesday, May 11 Contracts for Deed: The Essentials Plus Some Current Developments
The presentation will include both an explanation of the essentials of
Minnesota contracts for deed that all real estate practitioners need to
know plus some current issues, including new concerns about usury and
contracts for deed. Presented by: Larry M. Wertheim, Kennedy & Graven,
Chartered 1 Standard CLE credit approved
ESTATES
& TRUSTS SECTION
Thursday, May 13 Probate and Estate: Impact of the 2009 Medical Assistance Amendments
on Probate Practice – What You Need to Know The
2009 amendments to Minn. Stat. 256B.15, the medical assistance estate
recovery statute, became effective July 1, 2009, subject to federal approval,
and supercede all inconsistent statutes. Our panel of experienced probate
practitioners will share their insights about the significant impact of
these amendments upon Minnesota probate practice. Topics include: (1)
The effect on the Barg case; (2) The addition of living trusts to estate
recovery; (3) The potential modification of marital property rights, elective
share rights, and succession rights of children; and (4) The possible
requirement of a medical assistance clearance certificate in all probate
proceedings initiated on or after July 1, 2009 Presented
by: Todd D. Andrews, Andrews Law Office; Peter M. Hendricks,
Garvey & Boggio, PA & Julian J. Zweber, Attorney
at Law 1
Standard CLE credit approved
ESTATES
& TRUSTS SECTION
Thursday, May 13 Probate and Estate: Impact of the 2009 Medical Assistance Amendments
on Probate Practice – What You Need to Know The
2009 amendments to Minn. Stat. 256B.15, the medical assistance estate
recovery statute, became effective July 1, 2009, subject to federal approval,
and supercede all inconsistent statutes. Our panel of experienced probate
practitioners will share their insights about the significant impact of
these amendments upon Minnesota probate practice. Topics include: (1)
The effect on the Barg case; (2) The addition of living trusts to estate
recovery; (3) The potential modification of marital property rights, elective
share rights, and succession rights of children; and (4) The possible
requirement of a medical assistance clearance certificate in all probate
proceedings initiated on or after July 1, 2009 Presented
by: Todd D. Andrews, Andrews Law Office; Peter M. Hendricks,
Garvey & Boggio, PA & Julian J. Zweber, Attorney
at Law 1
Standard CLE credit approved
DIVERSITY
COMMITTEE ELIMINATION OF BIAS CLE
Tuesday, May 18 Representing Muslim Clients
This presentation is designed to teach legal practitioners basic information
about Islam and Muslims. It is intended to help practitioners better serve
their clients by providing a deeper understanding of their religious practice.
Legal practitioners and others need to understand the issues facing the
Muslim community in order to be effective advocates. Speakers will provide
background information on Islam, legal issues facing the Muslim community,
and practice tips for advocates. Presented by: Imani Jaafar-Mohammad, Mohammad &
Jaafar-Mohammad(Partner)
Murad Mohammad, Mohammad & Jaafar-Mohammad (Managing Partner) 2 Elimination of Bias CLE credits approved
ELIMINATION
OF BIAS: Cultural and Legal Dynamics of Working with a Hmong Client
Wednesday, May 19
This workshop will begin with a brief history of the Hmong community’s
migration to Minnesota. It will then continue on to explore the cultural
and legal beliefs and practices that influence a Hmong person’s
understanding of his or her legal rights and obligations under Minnesota
and federal law. The workshop will include tips and lessons on how attorneys
can better work with and represent clients of Hmong ancestry. Presented by: Ilean Her, Executive Director, State
Council on Asiam-Pacific Minnesotans 2 Elimination of Bias CLE credits approved
IT
COULD HAPPEN TO YOU: ETHICS, LIFE AS A LAWYER, AND THE DISCIPLINARY PROCESS
Tuesday, May 25
This multifaceted program will explore an attorney’s successful
journey through challenges and choices related to the practice of law
and the life of the lawyer. Through vignettes and expert panel discussions,
attendees will experience the stages of the disciplinary process from
initial complaint through discipline and reinstatement and be introduced
to ethical and other challenges faced by attorneys in a variety of settings
including solo and firm practice as well as other environments. Discussion
will include responsibilities of and options for colleagues and supervisors,
the ethical obligations of attorneys within and outside of the disciplinary
process, quality of life challenges, and resources available through Minnesota’s
Lawyer Assistance Program. Presented by: The program will include a keynote by Justice
Paul Anderson; an expert panel representing professional responsibility/discipline,
lawyer assistance, and mental and chemical health; and a series of vignettes
narrated by JP Barone, with an all star cast of attorneys directed by
Barbara Snyder, LADC, script writer, including, among others,
Ken Jorgensen, Ethics Counsel, Dorsey & Whitney LLP; Tim
Gephart, Vice-President, Minnesota Lawyers Mutual Insurance Co and
Chair of the MSBA Life & the Law Committee; Dick Williams, Williams
& Iverson and former Chair of Lawyers Concerned for Lawyers;
Cassie Hanson; Assistant Director, Office of Lawyers Professional
Responsibility; Sally Ackerman, actress, lawyer and member of
the MSBA Life & the Law Committee; Allison J. Gonzalez, Crocus
Hill Law Office and other familiar faces from the RCBA, LCL, and
the MSBA Life & the Law Committee. 3 Ethics CLE credits approved
FAMILY
LAW SECTION
Wednesday, May 26 The Tricks and Traps of the New Bankruptcy Law: What You Don't
Know Can Hurt You
Learn about the new bankruptcy law and how it interacts with your divorce
practice. Learn how to protect your clients and protect yourself. Presented by: Barbara J. May, Barbara J.May Law Offices 1 Standard CLE credit approved
SOLO
& SMALL FIRM BREAKFAST CLE
Thursday, May 27 Are You Prepared? Formation, Management, and Financial Issues
for the Potential – or Procrastinating – Solo/Small Firm
With a focus on issues unique to law firms, we will discuss the advantages
and disadvantages of the various forms of corporate entities, “professional
firm” filings, and law firm management and governance options. We
will also review how firms can address issues such as attorney compensation,
division of profits and losses, valuation methods, expansion of the law
firm, and attorney departures (including the death or disability of an
owner/partner) through “buy-sell” and member control agreements.
Presented by: Jack P. Roberts, The Law Firm of Roberts
& Stotzheim, PLLC 1 Law Office Management CLE credit approved
TAX
LAW SECTION
Thursday, May 27 Annual Minnesota Tax Roundup and Tax Development Seminar
Find out “What’s Cookin” with Minnesota Taxes by attending
this “Hot Topics” CLE. Discover tax laws recently passed by
the Legislature in 2010, learn of this year’s administrative developments
at the Department of Revenue, and obtain the status of Minnesota’s
tax litigation for the year. Designed for the generalist, who wants a
summary on Minnesota taxes. Presented by: Jerome A. Geis, Briggs & Morgan,
PA and representatives from the Minnesota Department of Revenue 1 Standard CLE credit approved
June
2010
LAW
AND LITERATURE: Law and the Art of Persecution
Wednesday, June 9
Was Socrates an old crank who deserved to die? Was Antigone a traitor
to her country and had she been a he would the law have treated her differently?
This CLE uses the trials of Socrates and Antigone to examine how the law
can be misused to persecute and harass. Emphasis in the class will be
upon exploring; 1) how the law may be used to exploit the biases we have
against others who are different; 2) the biases we have and which we face;
and 3) what role we as lawyers should have in challenging persecution.
Readings: Plato, "Euthyphro" and "The Apology," Sophocles,
"Antigone." Presented by: David Schultz, Hamline University Graduate
School of Management 2 Elimination of Bias CLE credits approved
Ethics:
PROTECTING AND REPRESENTING VULNERABLE ADULTS
Friday, June 11
The panelists will provide a brief overview of the ethical principles
structuring the attorney-client relationship when the client does or may
suffer from diminished capacity or is otherwise vulnerable, and then apply
these principles to hypothetical facts situations drawn from real life.
Presented by: Kim Dayton, Professor of Law Director,
Center for Elder Justice and Policy William Mitchell College of Law;
Jennifer Hasbargen, Assistant Attorney General, Medicaid Fraud Control
Unit, Minnesota Attorney General’s Office; and Laurie Nevers,
Attorney at
Law 2 Ethics CLE credits approved
BUSINESS
ETHICS: A PRIMER FOR LAWYERS ADVISING BUSINESSES
Tuesday, June 15
This CLE will:
• Provide a not completely boring brief history of Business Ethics
and why it is a topic that will neither die nor cease to be important
to your business clients whether they want to admit it or not.
• Examine a concise history of laws about which businesses most
bitterly complain and reveal how the miracle of Business Ethics might
have prevented their passage.
• Define Business Ethics, distinguish it from Professional Ethics,
and explain why the two should get to know each other better.
• Uncover the secret differences between Business Ethics and Corporate
Compliance.
• Provide a 12 Step Program to an ethical organization.
• Explain why no organization is too small, young, or innocent for
Business Ethics.
• Expose clashes between the Titans of Business Ethics and The Law,
and offer suggestions to satisfy both while simultaneously fulfilling
the Rules of Professional Responsibility and serving the best interests
of your client. No juggling necessary. Presented by: Lisa H. Dercks, Vice president, Ethics,
Abacus, Div. of Calculus, Inc. Adjunct Professor, William Mitchell College
of Law 3 Ethics CLE credits approved
FAMILY
LAW SECTION
Wednesday, June 23 Assisting Veterans with Child Support Issues
There is a gap in services in Minnesota when it comes to serving Veterans
with family law needs. This is a particularly serious problem for low-income
Veterans and those who have a reduced capacity to represent their own
interests due to a physical or mental disability incurred during their
service to our country. While free civil legal services may be available
to those who qualify financially and have priority cases, these offices
typically do not represent individuals seeking to modify their child support
and many Veterans do not feel safe contacting the Office of Child Support
Enforcement directly. The Minnesota Justice Foundation, in conjunction
with the Minnesota Assistance Council for Veterans, has created a brief
services and advice clinic model to address unmet family law needs for
Veterans in the Twin Cities and across the state of Minnesota. While we
designed the model to respond to child support concerns, we have opened
the door to all family law issues. This presentation will focus on identifying
key areas of need, describing the pilot project model for brief family
law services for Veterans, and offer ways for members of the Ramsey County
Bar Association's Family Law Section to get involved in providing pro
bono family law services to the men and women who have done so much for
our country. Presented by: Sara Sommarstrom, Program Director
and Staff Attorney for the Minnesota Justice Foundation and member of
the ABA Commission on Homelessness and Poverty 1 standard CLE credit approved
September
2010
LEGISLATIVE
UPDATE
Tuesday, September 14
An overview of the 2010 legislative session. Among the topics: the Jobs
bill, and its economic development initiatives - angel investor tax credit,
historic structure rehabilitation tax credit, TIF changes, a new property
tax assessment program to finance energy improvements, expansion of the
sales tax on materials for affordable housing; criminal law changes and
various items from the MSBA legislative agenda. Presented by: Phil Carruthers, Ramsey County Attorney’s
Office; Kathy Hahne, Faegre & Benson; & Lloyd Grooms,
Winthrop & Weinstine 2 standard CLE credits approved -CODE
14770
PLEADINGS
BASICS
Wednesday, September 15
Learn how to effectively and efficiently draft complaints, answers, and
other pleadings in both state and federal court. Newer lawyers and veterans
alike can benefit from the tips and strategies that will be shared. Presented by: Jodene Jensen, Jensen Family Law, LLC 2 standard CLE credits approved - CODE 147762
FAMILY
LAW SECTION
Friday, September 17 Family Law Issues for Veterans & Using Unbundled Legal Services
to Represent Veterans
Many returning veterans are finding themselves in the throes of family
law issues. This CLE will inform the bar of those issues and provide insight
and education about the unique issues a veteran’s family law case
presents. The Ramsey County Bench is calling upon the bar to render aid
to those who served our country by providing limited pro bono legal assistance.
To that end, the CLE will include Patrick Burns of the Office of Lawyers
Professional Responsibility presenting on the ethics of providing unbundled
legal services to those who cannot afford full representation. Attending
this FREE CLE does not obligate you to volunteer to assist veterans, but
an appeal will be made to join a growing list of attorneys who want to
serve those who served us. Presented by: Johanna P. Clyborne, Founding Partner,
Brekke, Clyborne & Ribich, LLC; Capt. Lyndsey Olson, Deputy
Staff Judge Advocate, Office of the Staff Judge Advocate Headquarters,
34th Infantry Division, Minnesota Army National Guard; and Patrick
R. Burns, First Assistant Director, Minnesota Office of Lawyers Professional
Responsibility 2 standard CLE credits and 1 Ethics credit approved - CODE
147766
REAL
ESTATE SECTION
Tuesday, September 21 Claims & Defenses in Residential Construction Defect Litigation
Mr. Moschet's presentation will discuss the various theories of liability
upon which residential construction defect claims have been advanced in
both single family and multi-family residential settings, defenses to
such claims, the mediation process which has developed in response to
the recent increase in the number of such claims, and the amendments to
the statutory residential warranty law which become effective next year. Presented by: Robyn N. Moschet, McCollum, Crowley,
Moschet & Miller, Ltd 1 standard CLE credit approved - CODE 147767
SOLO
& SMALL FIRM SECTION Thursday, September 23 Real Estate Law Issues for Family Law Attorneys
Topics will include legal descriptions, Summary Real Estate Dispositional
Judgments, Quit Claim Deeds, mortgage foreclosure and other real estate
law issues that commonly arise during the representation of family law
clients.
Presented by: Karen L. Tarrant, Tarrant & Liska,
PLLC 1 standard CLE credit approved - CODE 147772
HOT
TOPICS IN HEALTH LAW - FEDERAL HEALTH CARE REFORM Wednesday, September 29
Panel members will discuss federal health care reform, the bill as it
finally passed, implementation issues and developments since final passage.
The panel will also discuss the effect the bill has had on various populations
and institutions. Presented by: Lucinda Jesson, Director, Health Law
Institute & Associate Professor of Law, Hamline University School
of Law; Andrea Walsh, Executive Vice President & Chief Marketing
Officer, HealthPartners and Susan B. Foote, Professor Emeritus,
School of Public Health, Department of Health Management and Policy, University
of Minnesota; consultant, Policy Insight, LLC
2 standard CLE credits approved - CODE 147769
October
2010
CURRENT
ISSUES IN TRUSTS & ESTATES
Wednesday, October 13
Review of recent case law and exploration of current trends in the area
of Trusts & Estates, including multi-party accounts and the Butler
case; Medical Clearance requirements for real property (including revocable
trusts and TODD's); local ordinances affecting vacant homes; and 2010
tax law updates (carry over basis rules, disclaimers, MN QTIP). Presented by: Trisha Vicario, Hansen, Dordell, Bradt,
Odlaug & Bradt and Barbara Kristiansson, Felhaber, Larson,
Fenlon & Vogt 2 standard CLE credits approved - CODE 149273
TRUSTS
AND ESTATES SECTION: Ramsey County Probate Court – A View from the
Bench
Thursday, October 14
The Three Judicial officers assigned to Ramsey County Probate Court will
provide the Trusts and Estates Section with updates on current issues
in Ramsey County, answer questions, and provide a glimpse into planning
for 2011. Referee Maus will also share his impressions of his first two
months as a Hennepin County Referee. Presented by: Judge James H. Clark, Jr., Ramsey County
Probate Court; Judge Paulette K. Flynn, Ramsey County Probate
Court; and Referee Dean M. Maus, Ramsey County Probate Court 1 standard CLE credit approved - CODE 147770
MAKING
THE MOST OF THE DISCOVERY PROCESS
Wednesday, October 20
This course will present an overview of how to conduct discovery in a
civil case including the use of Interrogatories, Request for Production
of Documents and depositions. The speakers will review when to use these
different discovery methods and how to use discovery responses at trial.
The course will also review how to work with your client to respond to
the discovery requests of the opposing party. Presented by: Caryn Boisen, Larson • King,
LLP & Joseph F. Kueppers, Kueppers, Kronschnabel & Daly 2 standard CLE credits approved - CODE 149276
HOMOPHOBIA
/HETEROSEXISM/ SEXUAL STIGMA: AN EXPLORATION THROUGH EXPERIENCE, LISTENING
& TALKING
Co-Sponsored by RCBA and Minnesota Lavender Bar Association Friday, October 22
Homophobia, heterosexism and sexual stigma are present through most levels
of our society. Like racism, they affect a broad range of professional
and personal issues. This CLE explores these topics through structured
experience, listening and talking. Participants will hear how these biases
and prejudices exist in the legal arena and how attorneys can help to
reduce such bias in the administration of justice. Our professional attitudes
can contribute to positive change. Presented by: Phil Duran, Staff Attorney, OutFront
Minnesota; Brian Zamboni, Ph.D., L.P., University of Minnesota,
Assoc. Prof. AASECT Certified Sex Therapist & Sex Educator Program
in Human Sexuality Dpt of Family Medicine & Community Health Medical School; Kathy Davis, Davis Law Office, LLC;
Kelly Olmstead, Ramsey County Attorney’s Office; Eileen
Scallen, Professor of Law, William Mitchell College of Law and
Paul Price, Price Law 2 Elimination of Bias CLE credits approved - CODE
149277
SOCIAL
MEDIA AND LAWYER ETHICS: THE MEDIUM IS NOT THE MESSAGE
Tuesday, October 26
This course addresses how ethical rules governing advertising and client
solicitation, unauthorized practice of law and multijurisdictional practice,
and client confidentiality are applied to online social media use. The
focus will include Minnesota Rules of Professional Conduct 1.6, 4.1-4.4,
5.5, and 7.1-7.5. Attention will also be given to the problems of using
social media as a pretext in obtaining pre-trial information, and the
contracts governing social networks’ terms of use. Presented by: Mike Bradley, Partner, Bradley &
Guzzetta, LLC and Laura Bergus, Social Media Policy and Technology
Consultant, Bradley & Guzzetta, LLC 3 Ethics CLE credits approved - CODE 147415
FAMILY
LAW SECTION: When in Doubt, Read the Rules
Wednesday, October 27
Referee Bergstrom and Susan Minsberg will discuss the importance of the
Rules of Evidence and the Rules of Civil Procedure in family law cases.
Presented by: Referee Paul Bergstrom, Ramsey County
Family Court and Susan D. Minsberg, Attorney at Law 1 standard CLE credit approved - CODE
149278
November
2010
CRIMINAL
LAW SECTION:What Can Project Remand Do For You ....
(or for your client)?
Friday, November 5
Project Remand is a private, non-profit organization providing adult pretrial
services since 1973. Its mission is to provide safe and effective alternatives
to traditional detention and prosecution. Project Remand helps Ramsey
County reduce jail population pressures by offering alternatives to traditional
detention while promoting public protection and lawful behavior through
pretrial services. This CLE presentation will give a general overview
of Project Remand and what it can offer, including jail screening, conditional
release and diversion programs. The CLE will offer a better understanding
of the programs and resources that Project Remand can provide to defendants,
attorneys and the Bench. Presented by: Mary Pat Maher, Executive Director,
Project Remand, Inc. and Ronalea Lahti, Supervisor of Program,
Project Remand, Inc. 1 standard CLE credit approved - CODE 14928
CHARACTER
AND IMPEACHMENT EVIDENCE
Wednesday, November 10
Discussion of criminal and civil character and impeachment evidence, looking
at Federal Rules of Evidence 404(a) through 405(a) and Rules 608 and 609.
Presented by: Hon. James Morrow, Senior Judge and
Law Professor, Hamline University School of Law 2 standard CLE credits approved - CODE 149281
TRUSTS
& ESTATES SECTION: Emotional Conflict in Estate Planning and
Probate Administration Thursday,
November 11 Strategies to recognize, analyze, and cope with the family dynamics
and emotions that can interfere with the preparation and execution of
an estate plan.
Presented by: Rodney J. Mason, Rodney J. Mason Ltd.
and Jody A. Cohen Press, Press Law Office PLLCand
Dan Simon, Twin Cities Mediation 1 standard CLE credit approved - CODE 149820
COMMERCIAL
LEASING
Friday, November 12
This CLE will provide an overview of commercial real estate leasing issues
in today's market. Seminar will focus on the basic structure and analysis
of commercial leases (focusing on retail dynamics), suggested negotiation
pointers, all from both the landlord and tenant perspectives. The legal
trends in leasing will be discussed as well. Presented by: Alex Tselos, Senior Counsel, Real Estate,
Target and Royee Vlodaver, Chief Manager and President of Vlodaver
Law Offices, LLC 2 standard CLE credits approved - CODE 149282
POINT
COUNTER-POINT: COLLABORATIVE & COOPERATIVE LAW
Wednesday, November 17
Alternative dispute resolution (ADR) has grown in importance and enriched
our complex system of justice during the last few decades. Collaborative
Law and Cooperative Law have arisen as distinctive though related formats
in the ADR arena. In 2009, the Uniform Law Commission approved the Uniform
Collaborative Law Act which has come to the attention of Minnesota legislators.
Cooperative Law, a competing model, is receiving increased professional
and academic attention. Two
esteemed and well-known Minnesota attorneys will present the Collaborative
Law and Cooperative Law perspectives in a point-counterpoint format.
Presented
by: Linda K. Wray, Attorney at Law, & Nancy Zalusky
Berg, Walling, Berg & Debele, P.A 2 standard CLE credits approved - CODE 149283
FAMILY
LAW SECTION: Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA)
Wednesday, November 24
This course will examine the current case law regarding jurisdictional
issues in custody and divorce cases. Strategies to cope with interstate
issues will be examined. Presented by: Judith Oakes, J. Oakes Family Law 1 standard CLE credit approved - CODE 149821
December
2010
SOLO
AND SMALL FIRM SECTION
Thursday, December 2 Potential Tax Pitfalls for Solo & Small Firm Practices
An identification of select tax questions of some common interest in recent
months. Presented by: Thomas J. Doyle, Felhaber, Larson, Fenlon
& Vogt 1 standard CLE credit approved - CODE 149822
LITIGATION
STORY / THEME BASICS
Wednesday, December 8
Hear from renowned St. Paul attorneys John Cochrane and Brian Toder about
the importance of developing a theme when preparing for trial. The eighty-nine
year old Cochrane is visiting St. Paul from Florida just for this CLE.
The speakers will share examples of themes they have developed and how
those themes worked for them. Presented by: John A. Cochrane, Attorney at Law
and Brian N. Toder, Chestnut Cambronne PA 2 standard CLE credits approved - CODE 149823
COMPUTER
FORENSICS GOES MOBILE: What Do Civil Litigators Need to Know in 2011?
Friday, December 10
The latest developments in computer forensics, which has been in the civil
litigator's evidentiary tool box for over a decade, will be presented.
We will also discuss brand new mobile forensics capabilities that allow
litigators to obtain hard-to-find evidence in smartphones, GPS units,
and conventional cell phones. Lastly, we will compare and contrast electronic
discovery with computer forensics and mobile forensics. Presented by: John Carney, Esq., Carney Forensics
and Sean Harrington, MCSE, CISSP, CSOXP, CHFI, Proprietor, Attorney-Client
Privilege, LLC Time: 12:30 to 3:45 p.m. Registration (& lunch):
12:00– 12:30 p.m. Location:
First National Bank Bldg Training Room, 332 Minnesota Street,
St. Paul
The Training Room is located on the first floor at the entrance at 5th
and Minnesota Streets Cost (includes lunch): $55 for RCBA members; $80 for
non-members 3 standard CLE credits approved-
CODE 149298
REAL
ESTATE SECTION: 1 hour CLE on Foreclosure of residential rental property
Tuesday, December 14
The laws affecting residential rental properties in foreclosure have been
updated and changed several times in the past few years due to the foreclosure
crisis and other economic issues affecting the nation. This CLE will review
the general foreclosure process as it affects tenants in Minnesota, including
review of Federal, State, and local laws and ordinances affecting foreclosure
of residential real estate. In addition it will include a brief overview
of housing court process. Presented by: Tovah Flygare, Staff Attorney, Southern
Minnesota Regional Legal Services Time: 12:00 to 1:30 p.m. Registration: 11:30
a.m. to 12:00 p.m. Location:
First National Bank Bldg Training Room, 332 Minnesota Street,
St. Paul
The Training Room is located on the first floor at the entrance at 5th
and Minnesota Streets Cost (includes lunch): $20 for RCBA members; $30 for
non-members 1 standard CLE credit approved - CODE 149824
SUPREME
COURT & COURT OF APPEALS UPDATE
Wednesday, December 15
Overview and update of the last year at the Minnesota Supreme Court and
Court of Appeals. Hear about significant cases from the last year across
all areas of law and bring your questions for our speakers about the last
year at the Minnesota appellate courts. Presented by: Hon. Paul H. Anderson, Associate Justice,
Minnesota Supreme Court and Hon. Matthew E. Johnson, Chief Judge,
Minnesota Court of Appeals Time: 3:00 to 5:00 p.m. Registration:
2:30 to 3:00 p.m. Location:
First National Bank Bldg Training Room, 332 Minnesota Street,
St. Paul
The Training Room is located on the first floor at the entrance at 5th
and Minnesota Streets Cost: $30 for RCBA members; $45 for non-members 2 standard CLE credits approved-
CODE 149284
FAMILY
LAW SECTION: She is Strong, She is Invincible, and She Outearns
Wednesday, December 22
This course will address the issue of spousal maintenance and changing
gender roles. the course will examine the issue of wives as primary wage-earners,
and stay at home fathers. Presented by: Tara Smith, Walling, Berg & Debele 1 standard CLE credit approved - CODE 149827
January
2011
LEGISLATIVE
PREVIEW
Wednesday,
January 12
Minnesota’s November election produced historical results. For the
first time ever we have new leadership in the House, Senate, and the Governor’s
office. The House and Senate are both now controlled by Republicans for
the first time in 38 years. Minnesota is once again facing a large budget
deficit – projected at $5.8 B – or 17 percent of the state’s
$34 B budget. Join us for a preview of the upcoming 2011 legislative session:
the players, the issues, and back stories that you will not read in the
Pioneer Press. Presented by: Kathy Hahne, Faegre & Benson;
Lloyd Grooms, Winthrop & Weinstine and Elizabeth Wefel, Flaherty
& Hood, P.A. 2 standard CLE credits approved - CODE 149828
TRUSTS
AND ESTATES SECTION: Ethics Update 2011 for Trust & Estate Lawyers
Thursday, January 13
An update on proposed changes to the Minnesota Rules of Professional Conduct,
recent disciplinary cases and new Lawyers Professional Responsibility
Board Opinions that affect trust & estate lawyers. Presented by: Martin A. Cole, Director, Minnesota
Office of Lawyers Professional Responsibility 1 Ethics CLE credit approved - CODE 151426
REAL
ESTATE SECTION: Avoiding Environmental Pitfalls in Real Estate Transactions
Tuesday, January 18
Many properties are affected by contamination. Past use of a property
may have resulted in releases of hazardous substances or petroleum products.
To minimize liability any party involved in the sale or purchase of real
estate should consider conducting thorough pre-purchase due diligence
review. This session will review the basis for liability under environmental
laws as well as steps to take to ensure compliance with the all appropriate
inquiry standard. Participants will learn how to address concerns arising
from soil contamination, groundwater impacts, problem materials in buildings
as well as the emerging issue of vapor intrusion. The session will review
the allocation of liability as well as liability assurances that may be
available from the Minnesota Pollution Control Agency. Presented by: Joseph G. Maternowski, Moss & Barnett,
P.A. 1 standard CLE credit approved - CODE 151427
MOTION
PRACTICE BASICS Wednesday, January 19 Moving a court case along requires the appropriate motions and
strategy. Learn the basics of non-dispositive and dispositive motions.
What are the rules for timing of motions? How important are the timing
issues? What are some ways to keep the case moving? What are the strategies
in the use of non-dispositive motions? Will a motion to dismiss or a motion
for summary judgment help your client? What approach to motions allows
the court to rule in your client's favor? These questions and more will
frame our discussion for the afternoon.
Presented by: Stephen E. Yoch, Felhaber, Larson, Fenlon &
Vogt and Jon E. Paulson, Libby Law Office, P.A. Time:
3:00 to 5:00 p.m. Registration: 2:30 to 3:00
p.m. Location:
First National Bank Bldg Training Room, 332 Minnesota Street, St. Paul Cost: $30 for RCBA members; $45 for non-members 2 standard CLE credits approved - CODE 149829
TAX
COLLECTION ISSUES FOR SMALL BUSINESS AND INDIVIDUAL TAXPAYERS
Tuesday, January 25
Overview of federal and state tax collection practices. Federal/IRS presentation
will cover the role of appeals in the IRS collection process, including
the Collection Appeals Program, Collection Due Process, Offers in Compromise
and Trust Fund Recovery Penalties. State/Minnesota Department of Revenue,
Collection Division presentation will address the billing process; enforced
collection actions; negotiating installment agreements; and how compromise
proposals are handled by the division. Presented by: Teri Cismowski, IRS Appeals Team Manager,
St. Paul, MN and Denver, CO; Ron Schwagel, Assistant Director,
MN Dept of Revenue, Collection Division and Vicki Loe, Supervisor,
MN Dept of Revenue 2 Standard CLE credits approved - CODE 149830
FAMILY
LAW SECTION: Divorce Financial Planning - Avoiding Critical Financial
Errors in Divorce Wednesday, January 26 Family law attorneys have specialized expertise in the area of
family law. Similarly, Certified Divorce Financial Analysts have specialized
knowledge on the financial & tax issues related to divorce. As part
of the team working together with the attorney we look at property, tax,
retirement plans and some little know IRS rules that apply to divorce.
Presented by: Adam Landvik, CFP, CDFA, Landvik Financial
Time: 12:00 to 1:30 p.m. Registration: 11:30
a.m. to 12:00 p.m. Location: First National Bank Bldg Training Room, 332
Minnesota Street, St. Paul
Cost (includes lunch): $20 for RCBA members; $30 for non-members
1 standard CLE credit approved - CODE 151733
SOLO
& SMALL FIRM SECTION: Sharing the Experience: Assisting the Self Represented
Party
Thursday, January 27
Even before the economy when sour the number of clients appearing pro
se was on the rise, as was the number of attorneys seeking clients. Limited
scope representation can help both attorneys and clients achieve their
goals and also ease the burden on the courts. Hear from an attorney who
has successfully integrated limited scope representation into his practice.
Presented by: John Del Vecchio, John Del Vecchio,
PA Time: 8:30 to 9:30 a.m. Registration:
8:00 to 8:30 a.m. Location: Joseph's Grill, 140 South Wabasha, St. Paul Cost: $10 for RCBA members; $20 for non-members 1 standard CLE credit approved - CODE 150047
SOCIAL
SCIENCE RESEARCH, CUSTODY, PARENTING TIME AND DOMESTIC ABUSE ISSUES: CURRENT
RESEARCH, CHANGE AND CHALLENGE
Friday, January 28
Family Law and the social sciences intersect in the most emotionally impacted
areas of parenting time, custody and domestic abuse. Yet, social science
always re-molds itself by new questions, theories and data; nor is the
law static as society re-shapes itself in response to larger forces. This
CLE will present new trends in social science research that may challenge
previous dependable assumptions about the field; then raise questions
about how policy, procedure and the law may need to change. Presented by: Hon. James T. Swenson, Chief Judge,
Fourth Judicial District; Beth Painter Harrington, Ph.D., L.P., Clinical
& Forensic Psychologist; Dana K. McKenzie, Wolf Rohr &
McKenzie, P.A. and James Goetz, J.D., M.S.W., M.A., Hennepin
County Family Court Services 3 Standard CLE credits approved - CODE 149831
February
2011
PREPARING
FOR ADR/MEDIATION BASICS
Wednesday, February 9
Hear from a mediator and a client about how to prepare for mediation.
If you want your mediation to be successful, you should consider such
topics as: 1) who do you pick as a mediator; 2) how to educate the mediator
prior to the mediation session and what do you disclose in your confidential
mediation letter 3) what do you tell your client about the mediation process;
4) what to say and not say if you make an opening statement; 5) strategic
considerations involved in the mediation process. Presented by: Jim Crassweller, Kalina, Wills, Gisvold
& Clark & David G. Martin, VP & Sr. Counsel, Litigation,
Medtronic 2 standard CLE credits approved - CODE 151446
TRUSTS
AND ESTATES SECTION: Update from the 45th Annual Heckerling Institute
on Estate Planning
Thursday, February 10
The presentation will include the high points of the 2011 Heckerling Institute
at the University of Miami School of Law including a focus on gift, estate,
and generation skipping tax planning in light of the Tax Relief, Unemployment
Insurance Reauthorization and Job Creation Act of 2010. In addition, the
presentation will include an update of the most significant regulatory
and case law developments and the use of various estate planning strategies
as a result of the legislative, regulatory, and case law changes. The
presentation will be made by Barry J. Newman of Dorsey & Whitney LLP's
Tax, Trusts & Estates Department. Presented by: Barry J. Newman, Dorsey & Whitney 1 standard CLE credit approved - CODE 152192
REAL
ESTATE SECTION: Taking Charge of Your Health While Practicing Law
Tuesday, February 15
St. Paul lawyer and nationally known nature photographer Bernie Friel
outlines the program he followed following his heart attack at age 38.
This program has allowed Friel to lead a vigorous and fulfilling life
and continue to practice law for decades after his heart attack. Presented by: Bernard Friel, Of Counsel, Briggs &
Morgan, PA 1 Professional Development CLE credit approved - CODE
152195
A
PRACTICAL GUIDE TO JURY SELECTION FROM THOSE IN THE KNOW
Wednesday, February 16
Whether you’re new to the courtroom or an experienced litigator,
hone your jury selection technique with a few tricks of the trade. Learn
from the consultants who spend their days in the courtroom. The discussion
will cover juror perceptions and biases, as well as how to find the punitive
jurors in your panel. You will also receive practical advice on how to
handle jury selection and tips on voir dire and juror questionnaires.
Questions from those with and without experience will be welcome! Presented by: Johanna Carrane, JuryScope, Inc. 2 standard CLE credits approved - CODE 151447
RETIREMENT
PLAN ISSUES FOR THE FAMILY LAWYER
Friday, February 18
This session will provide an overview of what you need to know about retirement
plans in order to negotiate a fair deal for your divorcing client. We
will discuss spousal protections under ERISA, qualification of domestic
relations orders, what happens when couples divorce after retirement,
and much more. Presented by: Monica Kelley, Moore, Costello &
Hart, PLLP 1 Standard CLE credit approved - CODE-152264
"I
JUST NEED A SIMPLE WILL" - DRAFTING THE BASIC WILL, NEITHER SIMPLE
NOR BASIC
Tuesday, February 22
Many clients will ask for a 'simple will' even when their assets and family
circumstances may suggest otherwise. This presentation will discuss essential
and recommended provisions to include in wills in the context of your
client's goals, the applicable statutes and the probate process. In addition,
we will focus on identifying the client's goals from that maddeningly
common request. Presented by: Joel Sommers, Maslon, Edelman, Borman
& Brand, LLP and Jennifer Santini, Sykora & Santini,
PLLP 2 standard CLE credits approved - CODE- 151450
FAMILY
LAW SECTION: Earning Capacity Assessment: Determining the Severity of
a Psychiatric Condition during Marital Dissolution Wednesday, February 23
Ending a marriage can create stress and serious depression for even the
most highly functioning individual. Each person responds to this major
life event in different ways and varied timing. When does an individual’s
situational depression rise to the level of an impairing medical condition?
When might it impact future earning capacity? How does one fairly and
objectively evaluate someone’s work capability when clouded by divorce
and depression?
This in-service will highlight these questions and give you take away
materials to assist you in handling cases when depression or anxiety disorders
may be an issue. Presenter is an experienced Psychologist and Vocational
Consultant who has evaluated numerous divorce lients for earning capacity.
Presented by: Mark Raderstorf, MA, CRC, CCM, LP, Behavioral
Medical Interventions 1 standard CLE credit approved - CODE 152194
SOLO
& SMALL FIRM SECTION: Orders for Protection and Harassment Restraining
Orders: A Primer for the Independent Practitioner
Thursday, February 24
Attorneys in all practice areas interact with individuals affected by
domestic violence and harassment. Depending upon the relationship between
the alleged victim and aggressor, an individual may seek an OFP or HRO
if they have experienced domestic abuse, assault, harassment or the threat
of harm. Learn the basics of process and qualifications for obtaining
Harassment Restraining Orders and Orders for Protection. Who can obtain
protection? Which type of protection is appropriate to request when? How
does one request protection? What is the process after filing? What are
the implications of violating both types of orders? Join us for an overview
of the process and qualifications for obtaining OFPs and HROs. Presented by: Kelly Lawton Rogosheske, Rogosheske
Lawton, PC 1 standard CLE credit approved - CODE 152196
EIGHT
WAYS A LAWYER CAN SAVE THE SMALL BUSINESS FROM AN HR DISASTER
Friday, February 25
Attorneys Zach Crain and Dan Prokott will discuss eight common human resources
related issues faced by small businesses, and share advice on how to avoid
pitfalls with significant consequences. Issues to be covered include drug
testing policies, medical history inquiries, hiring and firing, and responding
to unemployment claims. Presented by: Zach Crain, Moore, Costello & Hart
and Dan Prokott, Faegre & Benson 2 standard CLE credits approved - CODE- 151451
CRIMINAL
LAW CLE: Addressing Jury Bias - A Practical Approach
Monday,
February 28
As Minnesota becomes increasingly diverse, juries and participants in
the criminal justice system now reflect the changing demographics of the
state. Accordingly, there are new challenges facing participants who are
exposed to this evolving population. This presentation will focus on practical
pointers for attorneys and judges in understanding real issues that may
arise in a jury trial, and how to overcome potential jury bias in the
representation of minorities. Presented by: Murad M. Mohammad, Mohammad & Jaafar-Mohammad,
LLC 1 Elimination of Bias CLE credit approved - CODE
152197
March
2011
LAW
AND LITERATURE: "THE 'OTHER' IN THE LAW"
Wednesday, March 9
Explore how the "other" is treated in the law in this two credit
elimination of bias class. Who is the other and how do their views differ
from ours in life and the law? Participants will be given three short
stories to read before class so that they can be discussed during the
CLE. Presented
by: David Schultz, Hamline University Graduate School of
Management 2 Elimination of Bias CLE credits approved - CODE
152262
TRUSTS
AND ESTATES SECTION: Working with Insolvent Estates
Thursday, March 10
Issues with insolvent estates, including transfer of assets outside of
probate and claims of creditors. Presented by: John Van Valkenburg, Gerten & Van
Valkenburg, PA 1 standard CLE credit approved - CODE 153201
REAL
ESTATE SECTION: New Landlord and Tenant Laws from the 2010 Legislative
Session
Tuesday, March 15
The 2010 session of the Minnesota Legislature produced a lot of new landlord
and tenant laws, rivaling the number laws enacted from the 1989 Governor’s
Commission on Affordable Housing and the 2008 Legislative Task Force on
Mortgage Foreclosures. The new laws cover security deposits, storage of
personal property, rent receipts and money orders, foreclosed property
notices, shared utility meters, tenant screening, late fees, and attorney
fees, with effective dates including August 1, 2010, January 1, 2011,
and August 1, 2011. Veteran landlord and tenant attorney Larry McDonough
will present the update. Presented by: Larry McDonough, Visiting Clinical
Professor, Hamline University School of Law 1 Standard CLE credit approved - CODE 152948
OPENING
AND CLOSING ARGUMENTS: ARE THERE ANY RULES, OR DOES ANYTHING GO?
Wednesday, March 16
Two experienced jury trial lawyers, one a plaintiff’s lawyer and
the other a defense lawyer, will: 1) review the basic rules and case law
of opening statements and closing arguments, 2) discuss strategies, tips
and tactics from the plaintiff and defendant perspectives, 3) discuss
how the ethics rules affect the choices of the zealous advocate, and 4)
answer your questions. Presented by: Robert Mahoney, Geraghty, O’Loughin
& Kenney, P.A. & Michael W. Unger, Unger Law Office 2 standard CLE credits approved - CODE 151452
THE
ETHICAL LAWYER: BULLIES NOT WELCOME
Friday, March 18
This CLE will examine the ethical considerations in both the transaction
and litigation context. The first two hours will focus on the ethics faced
by transactional attorneys in contract drafting and negotiation. The third
hour will focus on the ethics faced by litigators in settlement and mediation.
Presented by: Gregory Duhl, Associate Professor of
Law, William Mitchell College of Law, Jim Hilbert, Adjunct/Affiliated
Professor of Law, William Mitchell College of Law & Terrence
J. Fleming, Lindquist & Vennum 3 Ethics CLE credits approved - CODE 15219
FAMILY
LAW SECTION: How to Effectively Represent Clients in Early Neutral Evaluations
Wednesday, March 23
Learn how to effectively represent clients in the non-traditional context
of Social and Financial Early Neutral Evaluations, from assessing the
case, being prepared as an advocate, preparing the client, and then successfully
participating in the process. Presented by: Tom Tuft, Tuft & Lach, PLLC;
Kevin McGrath, Attorney & Rule 114 Neutral, McGrath Mediation,
LLC and Joani Moberg, Moberg & Henschel, P.A. 1 Standard CLE credit approved - CODE 153202
SOLO
& SMALL FIRM SECTION: Basics of Probate & Estate Planning Law
Thursday, March 24
There are a number of areas of law you need to be familiar with to handle
estate planning and probate matters well. This presentation will cover
the basics of wills and trusts, federal estate taxes under the new law,
probate, medical assistance, transfer on death deeds, powers of attorney,
and more. This will be an introduction to estate planning and probate
for anyone new to these areas, or a good way to stay on top of recent
changes for the experienced practitioner. Presented by: Robert J. Lawton, Ginkel & Gallagher 1 standard CLE credit approved - CODE 152949
HOW
TO SERVE ON A NONPROFIT BOARD
Tuesday, March 29
The issues facing nonprofit organizations can feel foreign to even seasoned
business
attorneys. This session will highlight basic considerations of entity
structure, governance,
maintenance of tax-exempt status, and reporting that are unique to nonprofit
organizations. The topic should be helpful to you if your practice brings
you into contact
with nonprofit organizations, or if you want to better understand how
to discharge your
duties as a member of a nonprofit board. Presented by: Heidi Neff Christianson, Moore, Costello
& Hart, P.L.L.P 1 standard CLE credit approved - CODE 152266
NEW
CONVERSATIONS ABOUT WHITE PRIVILEGE Wednesday, March 30
Participate in a meaningful conversation about race and racism in this
seminar facilitated by the St. Paul Foundation’s Facing Race Initiative.
The course increases personal awareness of issues of race and racism and
increases personal comfort levels in addressing these issues. The seminar
draws on the work of author Dr. Peggy McIntosh, who writes, “I feel
that seeing privilege is the missing link between understanding discrimination
of any kind and how to end it. I now believe that white privilege, rather
than discrimination, is the central actor in racism.” Presented by: Rowzat Shipchandler, Facing Race Initiative,
St. Paul Foundation 2 Elimination of Bias credits approved - CODE 147480
April
2011
ESTATES
& TRUSTS FOR NON-TRADITIONAL FAMILIES
Friday, April 8
Melissa Houghtaling and Rebecca Heltzer will present on tips for estate
planning for the non-traditional family, specifically the LGBT family.
This session will focus on particular clauses and issues when drafting
Wills, Powers of Attorney and Health Care Directives as well as the use
of Domestic Partnership Agreements for unmarried non-traditional families.
Presented by: Melissa Houghtaling & Rebecca Heltzer,
Heltzer & Houghtaling, PA 2 standard CLE credits approved - CODE 153204
PREPARING
THE CLIENT / WITNESS FOR TRIAL Wednesday, April 13 This course will present an overview on how to prepare the client/witness
to provide credible, persuasive and enlightening testimony at trial. We
will discuss different techniques to prepare the witness for direct and
cross examination and how to work with documents and other exhibits during
their testimony. We will also review how to prepare the client for possible
impeachment techniques which may be used by opposing counsel and how the
witness can be effectively rehabilitated during redirect examination.
Presented by: Joseph F. Kueppers, Kueppers, Kronschnabel
& Daly, P.A. & Pat O’Neill, Jr., O’Neill
& Murphy, LLP 2 standard CLE credits approved - CODE 151453
TRUSTS
& ESTATES SECTION: Representing Multiple Parties in Trust & Estate
Planning
Thursday, April 14
Attorneys who simultaneously represent more than one client in a matter,
such as estate planning for a husband and wife, face unique ethical dilemmas.
This CLE will explore how attorneys can identify conflicts of interest
between multiple clients, when written waivers are appropriate, the types
of conflicts that cannot be waived, confidentiality rules, and challenges
in settling cases for multiple clients. Presented by: Eric T. Cooperstein, Law Offices of
Eric T. Cooperstein PLLC 1 Ethics CLE credit approved - CODE 153489
VIDEO
REPLAY: IT COULD HAPPEN TO YOU - ETHICS, LIFE AS A LAWYER AND THE DISCIPLINARY
PROCESS
Friday, April 15
This multifaceted program explores an attorney’s successful journey
through challenges and choices related to the practice of law and the
life of the lawyer. Through vignettes and expert panel discussions, attendees
will experience the stages of the disciplinary process from initial complaint
through discipline and reinstatement and be introduced to ethical and
other challenges faced by attorneys in a variety of settings including
solo and firm practice as well as other environments. Discussion will
include responsibilities of and options for colleagues and supervisors,
the ethical obligations of attorneys within and outside of the disciplinary
process, quality of life challenges, and resources available through Minnesota’s
Lawyer Assistance Program. Live commentary provided by: Judith M. Rush, Attorney
at Law. P.C. and Joan Bibelhausen, Executive Director, Lawyers
Concerned for Lawyers
The program includes a keynote by Justice Paul Anderson; an expert panel
representing professional responsibility/discipline, lawyer assistance,
and mental and chemical health; and a series of vignettes narrated by
JP Barone, with an all star cast of attorneys directed by Barbara Snyder,
LADC, script writer, including, among others, Ken Jorgensen, Ethics
Counsel, Dorsey & Whitney LLP; Tim Gephart, Vice-President,
Minnesota Lawyers Mutual Insurance Co; Richard Williams, Williams
& Iverson and former Chair of Lawyers Concerned for Lawyers;
Cassie Hanson; Assistant Director, Office of Lawyers Professional
Responsibility; Sally Ackerman, actress, lawyer and member of
the MSBA Life & the Law Committee and other familiar faces from
the RCBA, LCL, and the MSBA Life & the Law Committee 3 Ethics CLE credits approved - CODE 152843
REAL
ESTATE SECTION: Recent Amendments to the New Home Warranty Statute --
New Rights, New Rules, New ADR
Tuesday, April 19
Please join us to hear about the recent amendments to the Minnesota Home
Warranty Statute. The presentation will cover the recently-enacted amendment
to the home warranty statute, which went into effect on January 1, 2011.
The program will include a discussion of the mechanics and status of the
new state-sponsored ADR system established for disputed warranty claims.
Presented by: Timothy Hassett, Felhaber, Larson,
Fenlon & Vogt, & Brenda M. Sauro, Hammargren & Meyer,
P.A. 1 Standard CLE credit approved - CODE 154103
FAMILY
LAW SECTION: Women's Rights in Islam Regarding Marriage and Divorce
Wednesday, April 27
Discussion of women's rights in Islam regarding marriage and divorce.
Imani Jaafar-Mohammad will discuss working with Muslim clients in the
divorce context, and how practitioners can better serve their Muslim clients
by developing a deeper understanding of their religious practice and cultural
traditions. Presented by: Imani Jaafar-Mohammad, Mohammad &
Jaafar-Mohammad, LLC 1 Elimination of Bias CLE credit approved - CODE
154060
EVIDENTIARY
ISSUES FROM PRETRIAL MOTIONS THROUGH APPELLATE DECISIONS
Wednesday, April 27
Hear from the esteemed Court of Appeals Judge (and former Chief Judge)
about current issues in evidentiary law, from pretrial motions through
trial through appellate decisions. Judge Toussaint‘s presentations
always enlighten and entertain. Presented by: Hon. Edward Toussaint, Jr., Judge,
Minnesota Court of Appeals 2 standard CLE credits approved - CODE 153205
SOLO
& SMALL FIRM SECTION: To The Cloud! Legal Ethics in Social Media and
Cloud Computing Thursday, April 28 Presented by: Michael R. Bradley, Bradley & Guzzetta,
LLC 1 Ethics CLE credit approved - CODE 154059
May
2011
THE
LEXIS STRATEGIC EDGE - RESEARCH BEYOND CASE LAW
Monday, May 9
Lexis for Microsoft Office -The results you need, one click away
Now you can get immediate access to LexisNexis content while you work
within the applications you use every day – Microsoft Word, Outlook
and SharePoint. Less time spent switching between applications translates
into more time doing your job more effectively.
Lexis Advance - Lexis® Advance is a new online research solution that
will transform the way they conduct legal research. It provides a more
efficient and intuitive way to search while delivering comprehensive and
relevant results that can be managed, stored and accessed on demand.
Verdict and Settlement Analyzer -See outcomes and establish patterns from
past cases, Quantify judgments or evaluate possible exposure
Expert Witness Profiler -Disqualify or discredit the opposing expert ,
uncover red flags and important trends, Drive more effective case strategy,
Engage the best possible expert for your case
Courtlink - Gather the critical litigation intelligence you need to gain
and sustain a real strategic edge in any case.
Public Records – gather background information on parties to the
litigation the more you know, the better prepared you will be. Presented by: Nita Panchal, JD/MBA, Solutions Consultant,
Lexis Nexis 1 Law Office Management CLE credit approved -
CODE
155263
REAL
ESTATE SECTION: RECENT CASE LAW AND SELECTED REAL ESTATE TOPICS
Tuesday, May 10
A summary and discussion of important appellate cases decided in 2010
and 2011 will be presented along with an analysis of selected real estate
topics including how to cure a defectively created joint tenancy and when
it is proper to file a Notice of Lis Pendens in the course of litigation.
Presented by: Richard J. Gabriel, Gabriel Law Office,
PLLC 1 Standard CLE credit approved - CODE 154809
TROS
AND INJUNCTIONS: A Practical Guide to Bringing and Defending Temporary
Restraining Orders and Injunctions in Minnesota State and Federal Court
Wednesday, May 11
Join two experienced litigators as they walk through practice pointers
and issues often confronted in seeking emergency and equitable relief.
The course will include a step-by-step guide and sample documents. Presented by: James Forman, Oberman Thompson &
Segal, LLC and Kathy S. Kimmel, Oppenheimer Wolff & Donnelly
LLP 2 standard CLE credits approved - CODE
153491
TRUSTS
& ESTATES SECTION: I Am Not My Illness: Dealing with Mental Illness
Thursday, May 12
Gain knowledge of the experience of mental illness, community treatment
options and procedural and ethical issues that arise in guardianship and
conservatorship proceedings.
Hear about the challenges of dealing with severe mental illness and the
road to health and recovery. Learn about what mental illness is (and what
it isn't), how it is diagnosed, and how symptoms are experienced and treated.
Learn about treatment approaches and the outcomes that can be achieved
with proper intervention and monitoring. And explore the ethical challenges
that lawyers face when representing clients who are dealing with mental
illness (either their own or that of a family member), as well as the
legal options and tools lawyers can employ in these situations. Presented by: Michael P. Sampson, J.P. Morgan Securities
Inc.; Matthew J. Frerichs, Robins, Kaplan, Miller & Ciresi;
Will Susens, NAMI Ramsey County; Julie Grothe, Guild Incorporated
and Grace Tangjerd Schmitt, Guild Incorporated 1 Elimination of Bias CLE credit approved - CODE
155268
ESTATE
& SUCCESSION PLANNING FOR BUSINESS OWNERS
Friday, May 13
One of the largest issues for business owners is their succession plan.
This CLE will highlight many of the estate planning devices and techniques
created especially for business owners, providing a good introduction
to those with little familiarity with the topics and a nice refresher
course for those who practice in the area. Presented by: Marya Robben, Lindquist & Vennum
and Matt Shea, Gray, Plant, Mooty 2 standard CLE credits approved - CODE
153493
DIVERSITY
CLE: No, They Can’t Just ‘Get Over It!’ - Representing
Clients with Historical Trauma
Tuesday, May 17
Historical
Trauma is emotional and psychological effects in the aftermath of a traumatic
event that is then passed onto the following generation, although that
particular generation has not experienced the triggering traumatic event
itself. Failing to fully understand historical trauma and its effects
on individuals and groups can negatively impact meaningful access to the
legal system. Presenters will provide a basic understanding of historical
trauma and how historical trauma differs from a lone traumatic event.
Presenters will also provide attendees with an understanding of how historical
trauma impacts the legal system and offer tips for the legal practitioner
to provide more meaningful access to individuals suffering from historical
trauma.
Dr. Antony Stately, PhD, Director of Mental Health, Chemical Health
and Employee Assistance Programs at the Shakopee Mdewakanton Sioux Community 2
Elimination of Bias credits applied for
TRAUMATICALLY
INJURED CLIENTS – THE MEDICAL AND LEGAL IMPACT
Friday, May 20
This course will present an overview of commonly seen traumatic injuries
including their basic anatomy, evaluation, proper diagnosis and management,
clinical significance, appropriate treatment and when and where a referral
is needed. The course will also explore the relevance and medical-legal
impact of pre-existing injuries, degeneration, exacerbations and temporary
verses permanent injuries. The presentation will conclude with how a significant
injury impacts your case, how the building of your case begins with the
patient’s first treatment and what the doctor should and should
not be doing to both help and avoid hurting your case. Presented by: Dr. Shane Boroditsky, D.C., Minnesota
Chiropractic and Rehabilitation 2 Standard CLE credits approved - CODE 154104
CONTRACT
DRAFTING BASICS
Tuesday, May 24
All lawyers draft contracts - some formal, some less so; some deliberately
intentional, and, unfortunately, some without much thought. Very few of
us spend any time in law school or engage in rigorous study of how to
draft these documents. At any stage of your career, good contract drafting
basics are a necessity. During this seminar, we will discuss standard
contract drafting principles and share insights on how to draft contracts
that are designed to minimize risk while achieving your client’s
objectives. Real-life examples of good, and not so good, drafting will
be shared and used throughout the discussion. Presented by: Violet Struss, Senior Group Counsel,
Target Corporation and Royee Vlodaver, Chief Manager and President
of Vlodaver Law Offices, LLC 2 standard CLE credits approved - CODE 153797
FAMILY
LAW CLE: Creative Solutions from Practitioners in Dealing with Real Property
Issues and the Increase in Drafting Language to Deal with the Possibility
of Foreclosures in J&Ds
Wednesday, May 25
Overview of the foreclosure process and creative solutions for dealing
with the foreclosure crisis within a family law practice. Learn practical
tips for helping family law clients facing foreclosure while in the marital
dissolution process, including suggestions regarding language to be used
when drafting J&Ds. Presented by: Lymari Santana, Mack & Santana
Law Offices, P.C. and Jeffrey C. O'Brien, Mansfield, Tanick &
Cohen, P.A. 1 standard CLE credit approved - CODE 154808
SOLO
& SMALL FIRM SECTION: Choice of Entity and Office Lease Issues for
Solo & Small Firms
Thursday, May 26
Discussion of the advantages and disadvantages of the various forms of
corporate entities and questions that often arise about office leases,
both with a focus on issues unique to law firms. Presented by: Jack P. Roberts, The Law Firm of Roberts
& Stotzheim, PLLC 1 Ethics CLE credit approved - CODE 154810
AVOIDING
MALPRACTICE CLAIMS & ETHICAL COMPLAINTS: A MALPRACTICE INSURER'S VIEW Thursday, May 26
Discussion of the relationship of malpractice claims and ethical complaints,
including how improving client relations and communication skills can
help avoid claims and complaints. Presented by: Timothy Gephart, VP, Claims, Minnesota
Lawyers Mutual 1 Ethics CLE credit approved - CODE 155218
June
2011
SOCIAL
MEDIA POLICIES EVERY BUSINESS SHOULD HAVE (WEBINAR) Tuesday,
June 7 This
one-hour CLE will cover the basics of social media policies for businesses.
The course will focus on two angles: human relations/employment concerns
and public relations/marketing. Overly-restrictive policies on how employees
use social media can spell trouble for some employers. Failing to educate
employees on using social media for enhancing message and customer service
is problematic as well.
Michael R. Bradley, partner at Bradley & Guzzetta, LLC, and Laura
Bergus, social media policy and technology consultant at Bradley &
Guzzetta, LLC, will cover the basics of avoiding common social media pitfalls
and protecting businesses against liability from unfettered social media
use. The presentation will offer suggestions for social media best practices
for business as well. Presented by: Michael Bradley, Bradley & Guzzetta,
LLC and Laura Bergus, Bradley & Guzzetta, LLC 1 Standard CLE credit approved - CODE 154062
DEALING
WITH ELDERLY PARENTS
Wednesday, June 8
The panel of speakers for this seminar will discuss the many issues that
arise with elderly parents and relatives.
Tara Mattessich will discuss estate planning including health care directives,
powers of attorney, wills and revocable trusts. What documents should
be in place or reviewed? What are the consequences of no planning? How
do family dynamics factor in?
Doctor David Klevan, a geriatric physician with HealthPartners, will discuss
the challenges of failing health, incapacity, and end of life care. How
to deal with dementia or memory loss? How do physicians apply health care
directives? What are some strategies for healthy living in the later years?
Jeff Schmidt will discuss long term care planning & finance, including
the programs, insurance, opportunities and planning available. He will
cover the basics of Medical Assistance, Medicare, Veterans Benefits, and
Long Term Care Insurance and how they can work together with a client’s
personal resources to provide a reasonable and even satisfactory outcome
to the potentially expensive problem.
Presented by: Tara D. Mattessich, Moore, Costello & Hart, PLLP;
Dr. David Klevan, geriatric physician with HealthPartners; and
Jeff Schmidt, Schmitz & Schmidt PA 2 Standard CLE credits approved - CODE 154063
ETHICS
AMALGAM: FLAT FEE ARRANGEMENTS, FAMILY LAW ISSUES AND ISSUES FACED BY
NEW SOLO AND SMALL FIRM PRACTITIONERS
Friday, June 10
Hear from experienced presenters about a mix of current ethics issues
for Minnesota lawyers, including ethics questions arising with fee arrangements;
ethics issues in family law, and potential ethical problems with setting
up a new solo or small firm practice. Presented by: Eric Cooperstein, Eric T. Cooperstein,
PLLC, Attorney at Law, Dan O’Connell and Victoria Brenner,
Collins, Buckley, Sauntry & Haugh, PLLP and Patrick R. Burns,
First Assistant Director, Minnesota Office of Lawyers Professional
Responsibility 3 Ethics CLE credits approved - CODE 154064
STRATEGIES
TO AVOID BANKRUPTCY AND LEGITIMATE STRATEGIES TO PLAN FOR BANKRUPTCY
Tuesday, June 14
This seminar is aimed at lawyers who do not handle bankruptcies and at
bankruptcy lawyers who want to review other options for their clients.
Topics will include how lawyers can avoid problems arising out of clients’
bankruptcies, and dealing with threatened mortgage foreclosures, debt
collectors, credit reporting problems, student loan debts and tax debts. Presented by: Kenneth E. Keate, Keate Law Office,
PA and Randall Smith, Randall Smith Law Office 2 standard CLE credits approved - CODE 155261
FUNDAMENTALS
OF POST-TRIAL MOTION AND PREPARATION FOR APPEAL IN STATE AND FEDERAL COURT
Wednesday, June 15
Hear from the experts about post-trial motions and preparation for appeal
in state and federal court. Post-trial motions discussion will include
Motions for JMOL, for New Trial, for Amended Findings, Taxation of Costs
and more. Preparation for appeal will include important decisions in decisions
in deciding whether to appeal, appealable judgements and orders, time
to appeal and narrowing the issues on appeal. Presented by: Diane B. Bratvold, Briggs and Morgan,
PA 2 Standard CLE credits approved - CODE 153799
CHANGING
TECHNOLOGY AND THE ATTORNEY-CLIENT PRIVILEGE
Friday, June 17
Attorneys should understand how to maintain client confidences for the
purpose of preserving the attorney-client privilege as well as providing
ethical representation. At the same time, attorneys should be comfortable
utilizing the technological tools, such as email, social networking sites
and cell phones that benefit their practice. Today, attorneys can send
privileged information instantaneously from anywhere in the world. Managing
how that data is kept confidential requires an understanding of the rules
of privilege and the technology used to communicate. Presented by: Matthew Gasaway, Senior Litigation
Consultant, Litigation Services Division, UnitedLex
1 Ethics CLE credit approved - CODE
155264
