March CLE Programs Open for Registration – Client Communication, Adoption, Trusts, and More…

01/29/2019 -Don’t wait until the last minute to earn your CLE credits. Attending CLE programs is a great way to network with colleagues, keep your skills sharp, and gain valuable insight on the latest industry developments. There are so many opportunities to earn your credits this spring. Be sure to take advantage while it's still early!

Below are just some of the programs offered in March. Visit the CLE Calendar to see all the programs open for registration. And remember, programs are added frequently, so be sure to check back often.

Safe Zone Training: Competently and Ethically Communicating with LGBTQ+ Clients
Friday, March 1, 2019

12:30 p.m. – 2:00 p.m., 1.0 credit + 0.5 ethics

Barbara L. Margolis, Esq.
Deputy Disciplinary Counsel
Office of Disciplinary Counsel

Gabby Porcaro, M.A.Ed.
Assistant Director
Queer & Trans Student Initiatives
Roger Williams University

One aspect that often stands in the way of productive attorney/client relationships is poor communication. Attorneys need to be able to communicate openly with their clients in order to be effective representatives, but may not always know the dos and don’ts of supporting their LGBTQ+ clients. Many feel uncomfortable with not knowing respectful or correct language and terminology. Some attorneys may even be unaware of what specific LGBTQ+ concerns they should be addressing when engaging a client.

This training will be an introduction to how to communicate with your current and future LGBTQ+ clients and colleagues in a responsible, respectful, and ethical manner. This will also be an opportunity to ask direct questions that you might feel uncomfortable asking an LGBTQ+ client or colleague directly.

An Overview of the Adoption Process
Thursday, March 7, 2019

12:45 p.m. – 1:45 p.m., 1.0 credit
Also available as a live webcast!

Susan M. Fink, Esq.

Adoption can change the life of a child forever, but what does the adoption process entail?

After attending this program, attendees will be able to:
  • Understand adoption criteria and qualifications;
  • Identify assistance resources;
  • Recognize the different types of adoption, such as foster parents, adoptions by relatives, agency adoptions (both state and international);
  • Distinguish ethical issues, such as confidentiality and conflicts of interest;
  • And more...
Don't miss this widely requested CLE program. Sign up today!

Trust Us: Key Drafting Considerations and Ideas for Modern Wills and Trusts
Tuesday, March 12, 2019

5:00 p.m. – 7:00 p.m., 1.5 credits + 0.5 ethics
Also available as a live webcast!


Joshua R. Caswell, Esq.
Howland Evangelista Kohlenberg Burnett LLP

Leigh E. Furtado, Esq.
Howland Evangelista Kohlenberg Burnett LLP

This seminar will help planners answer the age-old question, "Do I need a trust?" by analyzing the differences between wills and trusts and reviewing situations that warrant the use of each.

The program will also feature a discussion of key provisions for both wills and trusts, and the tax planning opportunities available to the savvy estate planner. In the process, the speakers will discuss several options for structuring modern wills and trusts, as well as potential pitfalls to avoid.

Re-Charge: Keep Your Battery at 100%
Thursday, March 14, 2019

12:45 p.m. – 1:45 p.m., 1.0 ethics
Also available as a live webcast!

Mindfulness and stress management are essential to thrive and sustain a satisfying legal career.

In this CLE, you will learn various stress management tools to integrate into your life and work, allowing you to be more present, focused, and balanced, while enhancing effectiveness, efficiency, and resilience in responding to the challenges and demands of a busy and fast-paced career.