Protect Your Small Business Clients: How to Prevent & Detect Fraud on a Shoestring Budget
Organizations of all sizes can fall victim to fraud schemes, but it can be particularly harmful for small businesses. This session will discuss the greatest threats to small businesses, the red flags of fraud, how small businesses can protect themselves and the steps to take if fraud is suspected.
(Originally presented June 9, 2021 during the MOSOLO Small Firm Conference)
Speaker: Jason Buhlinger, Brown Smith & Wallace, LLC, St. Louis
The Fair Credit Reporting Act, a Primer
Handling a credit issue can be complicated and challenging for even the most experienced attorneys. This will provide an overview of the Fair Credit Reporting Act and some of the tools to help your clients with credit reporting and credit issues such as inaccuracies, fraudulent entries, and/or identity theft.
(Originally presented June 9, 2021 during the MOSOLO Small Firm Conference)
Speaker: Creighton J. Cohn, The Cohn Law Firm, LLC, Clayton
Charging, Collecting & Managing Money
Want to know best practices for charging & collecting attorney fees? What are the secrets to holding on to that money and creating a growing, thriving law practice? Come gather wisdom from a couple of lawyers who graduated from the "School of Hard Knocks."
(Originally presented June 10, 2021 during the MOSOLO Small Firm Conference)
Speakers: William E. Shull, Jr., Attorney at Law, Kearney and Stephen G. Sanders, Sanders Law, Kansas City
Discovery & Expert Witnesses
This is a high-level overview of discovery issues, rules and strategies, as well as issues related to expert witnesses in estate litigation. The goal of this program will be to teach you the basic working knowledge so you can recognize potential issues and know what questions to ask.
(Originally presented December 9, 2021 during the Annual Estate, Trust & Elder Law Conference)
Speaker: Robert J. Selsor, Polsinelli PC, St. Louis
Drafting a Will
This presentation is an overview of the basics of drafting a will. We will discuss the statutory requirements of the will, how courts interpret testamentary capacity, the additional components of a basic will, and a practical overview of applying the basics of drafting wills to your client.
(Originally presented on February 24, 2021)
Speaker: William S. Walberg, Shook, Hardy & Bacon, Kansas City
The Ethics & Malpractice Risks of Confidentiality & Attorney-Client Privilege
This session will discuss the difference between privilege and confidentiality as well as
the exceptions to confidentiality.
(Originally presented August 4, 2021 during the Annual Family Law Conference)
Speaker: Whittney Dunn, The Bar Plan Mutual Insurance Company, St. Louis
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.
| Protect Your Small Busimess Clients (1.3 MB) | Available after Purchase | ||
| The Fair Credit Reporting Act, a Primer (180.7 KB) | Available after Purchase | ||
| Charging, Collecting & Managing Money (3.2 MB) | Available after Purchase | ||
| Discovery & Expert Witnesses (267.8 KB) | Available after Purchase | ||
| Drafting a Will (1.6 MB) | Available after Purchase | ||
| The Ethics & Malpractice Risks (606.3 KB) | Available after Purchase | ||
| MOLAP Information (210.1 KB) | Available after Purchase | ||
Jason is a leader in the Consulting group who oversees business valuation, litigation support and fraud investigation services. He performs business valuations for mergers and acquisitions and supports clients in litigation and corporate planning engagements.
Whittney Dunn is a professional responsibility attorney providing legal ethics and professional responsibility advice to the attorneys of Barnes & Thornburg LLP, an AmLaw 100 firm. Whittney previously served as Senior Risk Manager at The Bar Plan, where she gave ethics CLEs and provided guidance to insureds on practicing ethically.
Steve Sanders is a trial lawyer from Kansas City whose practice takes him around the country. His primary practice areas are: Insurance Bad Faith, Traumatic Brain Injury, & Trucking Litigation.
Mr. Sanders is a "Multi-Million Dollar Advocate" and a Super Lawyer every year since 2010.
He can be reached at steve@Sanders.Law.
Robert Selsor is committed to representing, counseling, and protecting his clients in a variety of estate and trust disputes, including trustee claims, will and trust contests, estate asset recovery, contested guardianships, and a variety of other fiduciary claims at the trial and appellate levels. Bob also regularly advises and guides trustees and beneficiaries regarding ongoing trust administration to help them to avoid liability issues before disputes have fully materialized. He is also an authority on cases involving biological heirship and legitimation as well as church–related trust cases involving departing congregations. By taking the time to understand his clients’ unique situations, Bob uses his extensive experience to craft tailored legal advice geared toward each matter and careful strategies designed to achieve his clients’ goals. His practice is divided approximately equally between plaintiff and defense cases.
Bob has proposed, written and/or co-authored legislation relating to trust and probate litigation and is widely published in the area. His publications have been cited in court decisions and by other practitioners and he is the author of a chapter on estate fiduciary claims in the Missouri Estate Administration Deskbook. The former Fulbright Scholar is also a popular lecturer among Missouri practitioners and is a Fellow of the prestigious American College of Trust and Estate Counsel, where he serves on the Fiduciary Litigation Committee.
Maintaining a diverse geographic practice in Missouri and Illinois, Bob is also often involved in matters in numerous jurisdictions throughout the nation. His practice has also included a variety of international probate and trust matters involving estates in Canada, Central America, the United Kingdom, and the South Pacific.
Bob has tried a large number of jury and bench trials including what is believed to be the largest contested conservatorship in Missouri history, as well as the largest fee award against an opposing party. In addition to numerous successful outcomes at the trial and appellate level, Bob has won millions in punitive damages as well, a rare result in this area of litigation. A number of his appellate cases, including those in the Missouri Supreme Court, have helped to explain and shape the law in Missouri in the trust and probate area. In addition, he has served as a mediator in numerous estate cases with claims aggregating over $100 million. He likewise serves as an arbitrator and has provided early neutral evaluations for litigants in both state and federal courts.
William Walberg primarily practices product liability litigation with his current firm. Prior to this practice, he focused on general probate litigation and estate planning. Outside of his practice, Bill devotes volunteer hours to increasing awareness of diversity and inclusion issues, particularly for the LGBT community.
