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.
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.
