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CLEs You Actually Want to Hear
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CLEs You Actually Want to Hear

Author: Beverly Hills Bar Association

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Listen to Beverly Hills Bar Association's nationally recognized CLE content, featuring timely topics and speakers from across the country. You don’t need to be an attorney to tune in, but if you are, you’ll get CLE credit while you listen! Full details at www.bhba.org/podcasts.

244 Episodes
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Join Ed Oster of Judicate West as he explores how cognitive biases like confirmation bias, anchoring, and reactive devaluation subconsciously influence decision-making in mediation. Oster draws on decades of trial experience and recent psychological research to demonstrate practical techniques for recognizing these mental shortcuts in both your opponent and yourself, and provides tested strategies for counteracting their effects to achieve better settlement results.The Alternative Dispute Resolution Section is chaired by Robert Cohen and Jeffrey Kravitz.
As the federal government moves toward rescheduling cannabis from Schedule I to Schedule III, tax practitioners face a shifting landscape with major implications for § 280E. This session will outline what rescheduling changes—and what it leaves unresolved—while addressing key transition issues, IRS enforcement trends, and the practical tax considerations operators and advisors should prepare for. Attendees will leave with a clear, current understanding of federal cannabis tax developments and the challenges ahead.The Taxation Law Section is chaired by Philipp Behrendt.
In today’s high-pressure legal environment, competence requires more than legal knowledge and technical skill. Sustained adversarial exposure, digital acceleration, client demands, and increasing complexity place unprecedented cognitive and emotional strain on attorneys. When chronic stress goes unrecognized or unmanaged, it can impair judgment, communication, decision-making, and ethical performance.This program examines the intersection of resilience, neuroscience, and professional responsibility through the lens of competence prevention and detection. Drawing on emerging attorney well-being trends, performance science, and practical leadership strategies, participants will explore how cumulative stress exposure affects executive functioning and increases risk for professional errors and disciplinary exposure.Participants will be introduced to a six-step trauma-informed framework designed for high-stress professionals, and will learn how resilience-informed leadership can strengthen cognitive performance, enhance firm culture, and protect long-term professional excellence.The Wellness Section is chaired by Dean Serwin.
Join Martin I. Aarons of Aarons | Ward, APC as he breaks down California’s recently enacted peremptory challenge reform, applicable to criminal jury trials since 2022 and now applies to civil jury selection starting January 1, 2026. This program will explain how Code of Civil Procedure § 231.7 replaces traditional Batson/Wheeler procedures and imposes stricter standards for objecting to discriminatory use of peremptory strikes, including expanded grounds and presumptively invalid reasons. Attendees will learn practical strategies for navigating objections under the new law and how courts will evaluate stated reasons for challenges.The Litigation Section is chaired by Rachael Kogen.
Step into the spotlight and master the choreography of high-stakes negotiations where medical records are the lead performers. This session will reveal what works best in the other room to move the needle and arrive at a mediated settlement.The Personal Injury Law Section is chaired by Phillip Vondra.
This program provides a practical overview of international child abduction cases under the Hague Convention, focusing on the legal framework governing wrongful removal and retention of children across international borders, and walks through the mechanics of Hague return proceedings, including jurisdiction, defenses, evidentiary standards, and the roles of central authorities and courts. The program features Jeremy D. Morley of The International Family Law Firm of Jeremy D. Morley, a leading authority on Hague Convention litigation and author of The Hague Abduction Convention: Practical Issues and Procedures for Family Lawyers, and Hon. Scott Gordon (Ret.) of Signature Resolution, who brings extensive judicial experience in complex cross-border family law matters. The conversation is moderated by Anthony D. Storm of Storm Palyan LLP, who guides the discussion with a practitioner-focused lens.The Family Law Section is chaired by Jack McMorrow and Ryan Wedeking.
An in-depth review of the evidentiary issues presented by perfect fakes, presented against the background of emerging A.I.-driven technologies. The program will discuss authentication and related rules of admissibility, and offer practical methods to evaluate potential fraudulent evidence.The AI and the Law Section is chaired by Marc Hoag.
Familiarizing yourself with the law concerning evidence preservation will help you update your preservation demands, advise your clients of their own preservation obligations, and increase your access to critical evidence that can make or break your case. This session will help breakdown the current state of the law on evidence preservation and provide practical tips on drafting evidence preservation demands depending on your unique circumstances.The Litigation Section is chaired by Rachael Kogen.
Jurisdictional selection remains a critical—and often misunderstood—component of advanced estate planning. This presentation analyzes the “Nevada Advantage” in comparison with other top domestic trust jurisdictions, with a focus on dynasty trusts, asset protection trusts, directed trust regimes, taxation, and administration considerations. The discussion is tailored for a deeper understanding of how jurisdictional differences affect planning outcomes and how you can best serve your clients by considering a trust across state lines.The Trust and Estates Law Section is chaired by Jennifer McNeil-Lozano and Teal Schoonover
Brigitta S. Cymerint and Jonathan H. Davidi of Panish Shea Ravipudi LLP break down the key moments in personal injury litigation where settlement leverage naturally increases. The program highlights strategic opportunities at pre-litigation, immediately after filing, following crucial depositions, after IMEs, during expert discovery, and in the final lead-up to trial. Attendees will learn how to recognize these pressure points, use timing to their advantage, and drive meaningful settlement discussions throughout the life of a case.The Personal Injury Law Section is chaired by Phillip Vondra.
In this presentation, David Mann provides a review of the brain chemistry of addiction and alcoholism, as well as a discussion of the behavioral and health consequences of the disease. Insights are offered into the personality traits of attorneys and the qualities of the legal profession that combine to make lawyers significantly more susceptible to addiction, and more difficult to treat, than the general population. The presentation includes a case study of an addict attorney, as well as a self-diagnosis exercise for attorneys to utilize if they are concerned that they may have a problem which needs to be addressed. Concluding remarks are directed towards both systemic and individual solutions to the problem, with references to specific strategies and resources available to attorneys. Mr. Mann approaches this very serious topic in a manner that incorporates humor and irony and invites attorneys to engage in a bit of sometimes much-needed self reflection.The Wellness Section is chaired by Dean Serwin
Christine Rosskopf of Rosing Pott & Strohbehn breaks down ten critical facts every California attorney should understand about client trust accounting, focusing on the issues most likely to trigger State Bar scrutiny. The program covers IOLTA requirements, commingling and overdraft risks, handling of settlement funds, and the recordkeeping and reconciliation practices required for compliance. Attorneys will gain practical guidance to safeguard client funds, prevent inadvertent misappropriation, and minimize exposure to audits and disciplinary action.
Taxpayers often overlook attorney’s fees when challenging tax assessments. Greenberg Traurig Shareholders Cris O’Neall and Ruben Sislyan will explain how attorney’s fees may be recovered in state and local tax proceedings. The session will cover the statutes, regulations and cases under which attorney’s fees have been awarded, and what showing is needed in order to recover fees. Their presentation will also provide an update on recent projects and ongoing activities of the California State Board of Equalization.This program will be moderated by Howard Gould.The Real Estate Law Section is chaired by Howard Gould and Elizabeth Dryden.The Taxation Law Section is chaired by Philipp Behrendt.
On January 30th, Anthropic released a legal workflow plugin that sent shockwaves through the industry, wiping billions in market value from Thomson Reuters, LexisNexis, and LegalZoom in a single day. For the first time, a foundation model company is competing directly with the legal tech tools built on top of it. Join Steve Smith, CEO of Intelligence by Intent and AI strategy consultant who has trained over 1,000 organizations on AI implementation, as he breaks down what Claude's new legal plugin actually does, demonstrates its contract review and NDA triage capabilities, and explains what this platform shift means for attorneys evaluating AI tools for their practice. Whether you're already using legal AI or just getting started, this session will help you understand the new competitive landscape and how to navigate it.The AI and the Law Section is chaired by Marc Hoag.
A presentation giving an overview of, discussing the process for, and examining the mechanics of the legal due diligence process in mergers and acquisition transactions. The presentation will cover the scope of due diligence, key issues to look out for, and key topics that come up in due diligence.
Robert Glassman and Joe O’Hanlon of Panish | Shea | Ravipudi LLP examine the practical impact of California Evidence Code § 801.1, which now requires defense experts to support alternative medical causation opinions to a reasonable medical probability. The program explores how this change reshapes expert strategy from deposition through trial, including how to lock in opinions early and limit last-minute causation pivots. It also addresses how courts are applying the statute in real cases and how attorneys can use § 801.1 to streamline issues, narrow evidence, and reduce juror confusion around speculative medical theories.The Personal Injury Law Section is chaired by Phillip Vondra.
Master the basics of mediation and how to use it effectively in legal practice.Tracey B. Frisch (Division Vice President, AAA-ICDR) and Marcus Quintanilla (Principal, Global Dispute Resolution, Mediator & Arbitrator, AAA-ICDR) provide guidance on when to propose mediation, how to prepare clients, and what role the mediator plays. The session also showcases AAA’s mediation offerings, including panel depth and support services, giving you a toolkit for integrating mediation efficiently and cost-effectively into a wide range of disputes.
ERISA governs most employer-provided disability benefits, yet its rules and remedies are often misunderstood by non-specialists. This presentation breaks down the essentials of ERISA disability claims, including plan identification, claims procedures, appeals, and common pitfalls. Designed for attorneys who do not regularly litigate ERISA cases, the program offers clear guidance and real-world insights.The Insurance Law Section is chaired by Stacy Tucker.
In this program, Licensed Marriage and Family Therapist Paul Gutrecht will examine how specific behavioral and language-based skills can be used to reduce stress—an essential first step in accessing more effective communication. He will then illustrate several converging approaches to de-escalating language, allowing participants to identify and apply the methods best suited to their individual circumstances. Finally, through real-world case studies, Paul will demonstrate how to deconstruct a client’s escalating language and perspectives in order to uncover and validate the underlying feelings, wants, and needs which are layered underneath.Upon completion of this program, participants will be able to:Identify at least three separate approaches to more effective, de-escalated communication.Identify at least four coping strategies to reduce distressPresent resourcing/coping skills for clients to use in real time for managing reactive urges.Identify and use mindfulness-based coping skills for managing one’s own reactions to a client.
Marshall Cole of Nemecek & Cole provides a practical, straightforward guide to drafting fee agreements that truly protect the attorney. The program covers the essential clauses, ethical requirements, and risk-management strategies that keep lawyers out of fee disputes and disciplinary trouble, while highlighting the recurring pitfalls that undermine enforceability. Attorneys will learn how to tighten their agreements, avoid ambiguity, and structure terms that reduce exposure from the outset.The Ethics & Legal Malpractice Law Section is chaired by Michael C. Douglass.
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