Free Wednesday Wisdom Zoom CLE for Solo & Small Firm Section members* by Zach Bloxham, Sandberg, Stettler, & Bloxham, Kaysville, Utah, and WealthCounsel. Moderator: Judge Jennifer Kuyrkendall Griffin, Third Judicial Circuit. Course number 7399 is approved for 1 CLE; 1 Elder Law certification credit. REGISTER
*Registration will be approved when section membership is confirmed.
In order to better understand a practice area like elder law, it can be helpful to walk through what a case file looks like from beginning to close. During this webinar, we will illustrate the life of both Medicaid crisis and proactive planning cases from the initial consultation to funding considerations for an EC Medicaid Asset Protection Trust®. Join WealthCounsel’s Zach Bloxham, J.D., as he takes you on this exciting legal journey.
Zach Bloxham is WealthCounsel’s Elder Law Faculty, where he assists attorneys and other stakeholders from around the country in navigating the world of public benefits planning, consultation, and strategy. Zach works to provide comprehensive and cutting-edge legal education, supplying attorneys with practicable solutions and positive outcomes for the clients that they represent. Before following his passion for education and joining WealthCounsel, Zach spent nearly a decade as a partner in an elder law firm which specialized in planning for Medicaid, VA Pension with Aid and Attendance, Special Needs, and Estate Recovery. Zach is licensed to practice law in Utah where he lives with his wife and their four children. In his free time, Zach enjoys writing, history, sports, and serving on his local City Council.
Details, schedule and registration are available on the Annual Convention web page. The Solo & Small Firm Section will hold its Annual Meeting and Awards Ceremony during the convention. Details coming soon.
Live video webcast with 90-day, on-demand access and live (in-person) at The Boca Raton (register through Annual Florida Bar Convention). Don’t miss it! This course will cover the latest updates for the following key practice areas: Business Litigation; City, County, & Local Government; Criminal Appellate; Criminal Trial; Elder Law; Labor and Employment; Marital & Family Law; Wills, Trusts, & Estates. Course number 7395 is approved for 8 CLE; 1 certification credit in each practice area.
- Live (in person) registration through the Annual Florida Bar Convention (Register for the $350 All Access Pass to attend Florida Law Update 2023 at The Boca Raton): REGISTER
- Live video webcast with 90-day, on-demand access (Solo & Small Firm Section members $295; non-members $340): REGISTER
SCHEDULE & PRESENTERS
7:55 AM – 8:00 AM
Opening Remarks
Jennifer Kuyrkendall Griffin, Program Chair
8:00 AM – 8:50 AM
Family Law Update
Magistrate Diane Kirigin, 15th Judicial Circuit, Delray Beach
8:50 AM – 9:40 AM
Employment Law Update
Nick Andrews, FordHarrison, Tampa
9:40 AM – 10:30 AM
Real Estate
Patrick Neale, Patrick Neale & Associates, Naples
10:30 AM – 10:45 AM
Break
10:45 AM – 11:35 AM
Elder Law
Collett Small, Slater & Small PLLC, Pembroke Pines
11:35 AM – 12:20 PM
Estate Planning
Amy Fanzlaw, Osborne & Osborne, P.A., Boca Raton
12:20 PM – 01:45 PM
Lunch
1:45 PM – 02:35 PM
Business Law
Clay Roesch, ShuffieldLowman, Orlando
2:35 PM – 03:25 PM
Government Law
Chris Hand, Hand Law, Jacksonville
3:25 PM – 03:35 PM
Break
3:35 PM – 04:25 PM
Traffic
Rick Silverman, Rick Silverman, P.A. Tampa
Please join us during the Annual Florida Bar Convention for the Solo & Small Firm Section’s 2023 Annual Meeting at The Boca Raton in the Yacht Club’s Santa Margherita room. We’ll present our annual awards; present and elect the slate of new officers, Executive Council members, and the CLA Representative; and the gavel will pass to 2023-2024 Section Chair Cristina Alonso. We hope to see you there.
Free Wednesday Wisdom CLE for Solo & Small Firm Section members* by Mark Doble, CEO and founder of Alexsi, a software company that uses artificial intelligence (A.I.) to produce legal research memos on demand. Moderator: Judge Jennifer Kuyrkendall Griffin. Course number and Technology CLE credit pending approval. REGISTER
It is commonly noted that “AI is not here to replace lawyers, but lawyers who use AI will replace lawyers who don’t”. AI is being used by solo lawyers and small firms across the USA to help them compete with larger firms, without the need for significant overhead or an army of associates. It can increase their output, while minimizing their non-billable time spent on repetitive tasks like legal research. Mark Doble, will outline some of the benefits of leveraging AI in your practice.
*Registration will be approved when section membership is confirmed.
Mark Doble is the CEO and founder of Alexsei, a software company that uses AI to produce legal research memos on demand. Mark received his J.D. from Queen’s University in Canada, where he split his time between building software and completing the requisite law school readings. During his brief stint in a law firm, Mark became convinced that software would positively impact the legal profession in ways not yet seen due to the rapidly evolving nature of AI, so he quit his job to start Alexsei.
UPDATE: Due to a schedule conflict, Rebecca J. Bandy is unable to serve as a presenter.
Free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members* by Don Blackwell, Lake Mary, and moderated by Judge Jennifer Kuyrkendall Griffin. Course number 7911 is approved for 1 CLE and 1 Mental Health & Wellness credit.
*Registration will be approved when section membership is confirmed. REGISTER
A candid and intimate look at some of the mental health challenges confronting our profession, including reflections on a ground-breaking panel discussion highlighting the lived experiences of several highly-accomplished legal professionals, aimed at inspiring attendees of the webinar to be more attentive and responsive to the mental health and wellness of their colleagues and loved ones.
You’re invited to the Solo & Small Firm Section’s inaugural book club! Join us on September 21 for a discussion about the book “Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine” by Mike Michalowicz. In the book, which is available on Amazon, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. REGISTER HERE
Our discussion leader is CPA Kelley Brubaker, the founder of Profit Scale Thrive, author of the book, “Stop Struggling and Start Thriving: A Guide To Transform Your Law Firm,” and a Certified Mastery-Level Profit First Professional. All details and the Zoom information are online at bit.ly/SSFS_9-21BookClub.
Upcoming sessions will be SSFS members-only and will be held on third Thursdays every other month. We hope to see you at book club!
Free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members* by Megan Murray, Underwood Murray, P.A., Tampa, and moderated by Judge Jennifer Kuyrkendall Griffin. Course number and CLE credit pending approval. *Registration will be approved when section membership is confirmed. REGISTER
This seminar will provide an introduction to bankruptcy nondischargeability and why it matters in state court. Megan Murray will discuss the framework surrounding nondischargeability and relevant bankruptcy laws, how to identify nondischargeable debts early in a case, how to manage the risks of a judgment debtor filing bankruptcy, and eliminating a judgment through the bankruptcy process. Judgment creditors who do not consider dischargeability in state court risk losing their judgment in bankruptcy if the debt is of a kind that may be subject to nondischargeability. Careful advance consideration is key.
Megan Murray, a founding shareholder of Underwood Murray, has over twenty years of reorganization and workout experience advising individuals, business owners, debtors, trustees, creditors’ committees, secured and unsecured creditors, and asset purchasers and sellers. She has experience both on the legal side and on the business side in a global financial institution. She counsels individuals and businesses and owners in a wide variety of disputes and industries including but not limited to real estate, hospitality, pharmaceutical, medical services, construction, insurance, transportation, logistics, aviation, and financial services.
In addition to her broad range of representations in core bankruptcy matters, Ms. Murray counsels her clients in making critical business decisions, while prosecuting and defending complex business disputes. She has been involved in director and officer liability litigation, bondholder disputes, shareholder and partnership disputes, court-appointed receiverships, assignment proceedings, recovery of large and small business assets, and lien priority disputes related to a variety of collateral including real property, equipment, aircraft and logistics-related assets.
Free Wednesday Wisdom live Zoom webinar by Michael Prendergast of FordHarrison, and moderated by Judge Jennifer Kuyrkendall Griffin, 3rd Judicial Circuit. Course number 8083; 1 General CLE. Open to all members of The Florida Bar. REGISTER
While the Occupational Safety & Health Administration has not yet issued regulations specifically addressing heat-related injuries and illnesses, OSHA has published an Advance Notice of Proposed Rulemaking proposing an OSHA standard specifically related to these hazards. In the meantime, OSHA continues to address these issues through inspections, citations and enforcement proceedings under the Occupational Safety and Health Act’s “General Duty” clause. This course addresses the current and anticipated impact of these general industry enforcement procedures and regulations on agricultural employers and their workers in the Sunshine State.
Mike Prendergast is a partner in the Jacksonville, Florida office of FordHarrison LLP. Mike and his firm represent and counsel employers in litigation, administrative proceedings, and other matters related to employment law. Mike’s practice includes advising employers concerning their obligations under the Occupational Safety and Health Act. Mike also represents clients during OSHA inspections and in response to citations and enforcement proceedings brought by the Occupational Safety and Health Administration.
Live InReach webinar. Course number 7844 is approved for 5 CLE, 2 of which may be applied toward Ethics; 2 Professionalism, and 1 Technology. Solo & Small Firm Section members register for only $250. View the presenter bios here. REGISTER
Annual Ethics & Professionalism Update: Scary Tales of Unprofessional & Unethical Conduct
October 27, 2023
8:00 AM–12:35 PM
8:00 AM–8:10 AM
Welcome
Michelle Garcia Gilbert and Bill Curphey, Co-Program Chairs
8:10 AM–9:00 AM Tricked or Treated: White Collar Ethics Issues for the Unwary Lawyer Professor Ellen Podgor, St. Petersburg |
9:00 AM–9:50 AM Villainy or Virtue: Unmask Your Client’s Story to Avoid Unethical Surprises Andrew J. Oppenheim, Tampa |
9:50 AM–10:05 AM Break |
10:05 AM–10:55 AM Toil or Trouble: Ensure that Technology Works Ethically for You – Not Against You Marck Joseph, Miami |
10:55 AM–11:45 AM Hocus or Pocus: How to Prevent and Defend Professionalism and Ethics Complaints Gwen Daniel, Tampa |
11:45 AM–12:35 PM Friend or Fiend: Building & Maintaining your Reputation Ethically & with Professionalism Ret. Judge Greg Holder, Tampa |
Ret. Judge Emmett (Lamar) Battles, Tampa |