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#2392 The Canadian Cottage Update

#2392 The Canadian Cottage Update

Presented on April 13, 2021 (expires 4/13/26)

1.0 CLE credit: Areas of Professional Practice
Appropriate for all attorneys

U.S. Attorneys should be aware of the Canadian tax consequences related to U.S. clients buying, selling, holding Canadian property as well as consequences of owing Canadian property at death. Learn the “Deeming” rules which require U.S. residents to file Canadian tax returns and pay capital gains tax in the case of family transfers and in the case of death. Avoid penalties and interest for failure to file or on time.   Learn of new taxes and new filings that are required of U.S. residents, including filing requirements on transfers of shares in U.S. cottage holding companies. Understand how Ancillary Estate proceeding are handled in Ontario. This should prove to be a very useful and informative program for the U.S. attorney who wants to understand how certain events can trigger Canadian tax consequences with respect to the holding of Canadian property for the benefit of your clients.  Will include of a review of what has been in place and what new things are applicable to U.S. clients in these situations. During this program you will learn:

  • Procedures in transfers of Canadian property
  • Procedures on Ancillary Probate proceedings in Ontario
  • Canadian taxes applicable to transfers and dispositions
  • Estate planning techniques
  • Use of Trusts and U.S. resident corporations
  • Application of new Land Speculation Tax
  • Filing requirements by U.S. Resident Corporations in Canada
  • Filing requirements by owners of U.S. Resident Corporations in Canada
  • Tax Consequences of gifting, death and divorce
  • Capital gains tax and the U.S. – Canada Tax Treaty
  • Filing requirements when U.S. Resident corporation shares are disposed of or transferred

Available Format: CD, OnDemand

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2393 Solutions and Safety Nets: Practicing with Success, Competency, and Well-being

#2393 Solutions and Safety Nets: Practicing with Success, Competency, and Well-being

Presented on April 22, 2021 (expires 4/22/26)

0.5 CLE credit: Ethics
Appropriate for Experienced Attorneys only

Understanding the stress associated with the practice of law, complicated by the COVID-19 pandemic, this CLE explores the ethical obligations of attorneys to their clients and the resources and safety nets available to help you and your colleagues’ practice in a healthy and successful way.

Speakers:
Hon. Paula L. Feroleto, Administrative Judge, 8th Judicial District
Mark C. Davis, Esq., Lippes Mathias Wexler Friedman LLP
Daniel T. Lukasik, Esq., Judicial Wellness Coordinator, Eighth Judicial District
Mary Moorman Penn, Esq., Law Office of Mary Moorman Penn
Michael F. Perley, Esq., Hurwitz & Fine, P.C.
Pamela Thibodeau, Esq., Thibodeau Law Firm

Available Formats: CD, DVD and OnDemand

OnDemand: $20 Members (Promo Code: member2025), $40 Non-Members

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#2394 Guiding Non-Profits Through COVID and Crisis Management

#2394 Guiding Non-Profits Through COVID and Crisis Management

Presented on April 27, 2021 (expires 4/27/26)

1.0 CLE credit: Areas of Professional Practice
Appropriate for all attorneys

This program addresses legal issues faced by not-for-profit organizations in crisis situations, including governance practices and tax-exemption compliance matters, with a particular focus on current concerns and opportunities arising out of the COVID-19 pandemic.

Moderator: Katherine M. Liebner, Esq., Gross Shuman, P.C.

Speaker: Lauren A. Suttell, Esq., Lippes Mathias Wexler Friedman LLP

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2395 Crisis Communication and Ethics: How to Win in the Court of Law and Public Opinion

#2395 Crisis Communication and Ethics: How to Win in the Court of Law and Public Opinion

Presented on May 4, 2021 (expires 5/4/26)

1.5 CLE credits: 0.5 Ethics, 1.0 Skills
Appropriate for Experienced Attorneys only

In this CLE, experienced public relations counselor Rick Lyke from Mower furnishes proven guidance to navigating the often-rough waters a client faces in the midst of a crisis. Lisa A. Coppola, Esq. from The Coppola Firm joins him and provides insight into the legal ethics implications of a crisis, especially when there is media attention and public outcry.

Speakers:
Lisa Coppola, Esq., The Coppola Firm
Rick Lyke, EVP, Managing Director, Mower

Available Format: OnDemand, CD, DVD

OnDemand: $45 Members (Promo Code: member2025), $90 Non-Members

 

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#2396 Mental Hygiene Law and Access to Medical Records in Criminal, Civil and Family Law

#2396 Mental Hygiene Law and Access to Medical Records in Criminal, Civil and Family Law

Presented on May 5, 2021 (expires 5/5/26)

1.0 CLE credit total: 0.5 Ethics and Professionalism, 0.5 Skills
Appropriate for Experienced Attorneys only

When requesting and receiving mental health records, attorneys need to be aware of Mental Hygiene Law restrictions and rules — in addition to those imposed by HIPAA. Join us for an overview of the interplay between these laws, rules and regulations — and learn some practical considerations for how to obtain medical records containing mental health information.

Moderator: Jennifer R. Scharf, Esq., Partner, The Coppola Firm, Chair, Health Care Law Committee

Speakers:
Elena H. Smith, Esq., Legal Aid Bureau of Buffalo, Inc.
Devon E. Gawley, Esq., Ricotta, Mattrey, Callocchia, Markel & Cassert

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2397 New York’s Right of Publicity Protecting Names, Portraits and Voices: Not Just for the Living Anymore

#2397 New York’s Right of Publicity Protecting Names, Portraits and Voices: Not Just for the Living Anymore

Presented on May 7, 2021 (expires 5/7/26)

2.0 CLE credits: Skills
Appropriate for Experienced Attorneys only

New Yorker’s have had the right to control the commercial use of their image for years, but starting in May 2021, that right continues after death. Join the BAECs Intellectual Property and Surrogate’s Court committees for a 2-hour session on the state’s new Civil Rights Law Section 50-f, and how it might impact planning an estate.

In just two short hours, we will review the “right of publicity,” assess new rights under the act, and address common estate planning considerations that might be posed by the new law. This program will be of interest to estate attorneys, attorneys who represent artists and performers, attorneys representing any media, talent agents, publishers, and artistic managers.

Topics covered include:

  • Current “right of publicity” universe in NY (and beyond)
  • What the new Civil Rights Law 50-f creates
  • Estate Planner Considerations

Moderators:
Stephanie A. Adams, Esq., Chair, Intellectual Property, Computer and Entertainment Law Committee
Linda Stravalaci Grear, Esq., Chair, Surrogate’s Court Committee

Speakers:
Leslie M. Greenbaum, Esq., Gross Shuman, P.C.
Stuart B. Shapiro, Esq., Shapiro Law
Britta L. McKenna, Esq., Hodgson Russ LLP

Available Format: OnDemand, CD, DVD

OnDemand: $60 Members (Promo Code: member2025), $120 Non-Members

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#2398 Special Needs Trusts: Issues from Administrators’ Perspectives

#2398 Special Needs Trusts: Issues from Administrators’ Perspectives

Presented on May 11, 2021 (expires 5/11/26)

1.0 CLE credits: Skills
Appropriate for Experienced Attorneys only

This session will cover nuances of the administration of both private special needs trusts and pooled trusts, which are planning tools commonly used to divert excess income and resources in order to qualify and maintain eligibility for SSI and Medicaid.

Speakers:
Jean E. Harris, Esq., Pfalzgraf Beinhauer Grear Harris Schuller, LLP
Kelly Barrett Sarama, Esq., Center for Elder Law & Justice, Chair, Elder Law Committee

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2399 Curious About Being an Arbitrator? An Introduction to the Role

#2399 Curious About Being an Arbitrator? An Introduction to the Role

Presented on May 20, 2021 (expires 5/20/26)

1.0 CLE credits: Skills
Appropriate for Experienced Attorneys only

Objectives:

  • Locate the Authority for Arbitration
  • Identify the components of a simple Arbitration
  • Review basic provisions of framing documents (Agreement to Arbitrate/Arbitration Retainer/Pre-submission or   Structure Letter (outlining expectations for participants)
  • Consider how Arbitration may fit into current practice
  • Recognize/Appreciate Skills a Successful Arbitrator will need to develop

Moderator: Katie L. Kestel Martin, Esq., Chair, BAEC Alternative Dispute Resolution Committee

Presenters:

  • Hilary C. Banker, Esq., Partner, Burgio, Curvin & Banker, Buffalo, New York
  • Melissa H. Nickson, Esq., Court Attorney Referee, 8th Judicial District Martin P. Violante ADR Center

This program is presented by the BAEC Alternative Dispute Resolution Committee, in collaboration with the WNY Chapter of Women’s Bar Association and the Minority Bar Association of WNY.

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2400 Real Estate Pitfalls in Matrimonial Matters

#2400 Real Estate Pitfalls in Matrimonial Matters

Presented on May 25, 2021 (expires 5/25/26)

1.0 CLE credit: Areas of Professional Practice
Appropriate for all attorneys

This CLE covers common issues and problems that arise with respect to real property during matrimonial matters.

Moderator: Vanessa C. Gabriele, Esq., Gabriele Law, PLLC, Chair, Matrimonial and Family Law Committee

Speakers:
Shari Jo Reich, Esq., Reich/Emerson LLP
Barbara A. Schaus, Esq., Schaus & Schaus LLP

This program was presented by the BAEC Matrimonial and Family Law Committee and sponsored by Carolyn Hoyt Stevens, Gurney Becker& Bourne.

Available format: OnDemand, CD, DVD

OnDemand: $115 members (Promo Code: member2025), $230 Non-members

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#2401 Brush Up on Your Writing - Zooming Out: A Big Picture Look at Making Writing Easier (Part 1)

#2401 Brush Up on Your Writing – Zooming Out: A Big Picture Look at Making Writing Easier (Part 1)

Presented on June 1, 2021 (expires 6/1/26)

1.0 CLE credits: Skills
Appropriate for Experienced Attorneys only

Topics covered include:

  • Planning vs. Procrastination
  • Audience and Tone
  • Organization
  • Topic sentences that guide your reader
  • Ethics

Speaker: Margaret Phillips, J.D., Daemen College, Associate Professor/Director, Paralegal Studies Program

Be sure to also watch Part 2: Zooming In: Looking at Details that Can Improve Your Writing!

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2402 Brush Up On Your Writing – Zooming In: Looking at Details that Can Improve Your Writing (Part 2)

#2402 Brush Up On Your Writing – Zooming In: Looking at Details that Can Improve Your Writing (Part 2)

Presented on June 8, 2021 (expires 6/8/26)

1.0 CLE credit: Skills
Appropriate for Experienced Attorneys only

Topics covered include:

  • Word choice
  • Tone
  • Persuasive writing techniques
  • Topic sentences and case holding sentences
  • Ethics

Speaker: Margaret Phillips, J.D., Daemen College, Associate Professor/Director, Paralegal Studies Program

Be sure to also watch Part 1: Zooming Out: A Big Picture Look at Making Writing Easier!

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2403 Getting the Lead Out: Recent Changes to the City of Buffalo and Erie County Laws to Prevent lead Paint Poisoning

#2403 Getting the Lead Out: Recent Changes to the City of Buffalo and Erie County Laws to Prevent lead Paint Poisoning

Presented on June 10, 2021 (expires 6/10/26)

1.0 CLE credit: Areas of Professional Practice
Appropriate for all attorneys

A conversation on lead paint issues and updates to new City of Buffalo and Erie County efforts and legislation.

Moderator: John N. Lipsitz, Esq., Lipsitz, Ponterio & Comerford, LLC

Panelists:
Anna Falicov, MPH/JD, Department of Law
Cara Matteliano, Senior Director, Policy and Strategic Partnerships, Community Foundation for Greater Buffalo, Convener of the Buffalo & Erie County Lead Safe Task Force
Thomas Muscarella, Senior Public Health Sanitarian, Erie County Health Department
Mitch Nowakowski, Buffalo City Council – Fillmore District
Lou Petrucci, Deputy Commissioner of the Department of Permit and Inspection Services
Andrea Ó Súilleabháin, JD., Executive Director, Partnership for the Public Good

This program was presented by the BAEC Diversity & Inclusion, Human Rights and Negligence Committees.

Available format: OnDemand, CD, DVD

OnDemand: $40 members (Promo Code: member2025), $80 Non-members

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#2404 Criminal Motions in the Post Reform World

#2404 Criminal Motions in the Post Reform World

Presented on June 16, 2021 (expires 6/16/26)

2.0 CLE credits total: 1.0 Areas of Professional Practice, 1.0 Skills
Appropriate for Experienced Attorneys only

This program will provide an overview of pretrial motions in criminal cases, highlighting the differences between pre- and post-discovery reform motion practice, with forms and examples.

Moderators:
James Q. Auricchio, Esq., Co-Chair, Criminal Law Committee
Brittanylee Penberthy, Esq., VanDette Penberthy LLP, Co-Chair, Criminal Law Committee

Speaker: Donald M. Thompson, Esq., Easton Thompson Kasperek Shiffrin LLP

This program was presented by the BAEC Criminal Law Committee.

Available format: OnDemand, CD, DVD

OnDemand: $60 members (Promo Code: member2025), $120 Non-members

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#2405 What Lawyers Need to Know About the Marijuana Regulation and Taxation Act (MRTA)

#2405 What Lawyers Need to Know About the Marijuana Regulation and Taxation Act (MRTA)

Presented on June 24, 2021 (expires 6/24/26)

4.0 CLE credits total: 0.5 Ethics and Professionalism, 2.0 Areas of Professional Practice, 1.5 Skills
Appropriate for Experienced Attorneys only

Agenda:

  • History and Overview of Marijuana Regulation and Taxation Act (MRTA)
    •  History
    • Office of Cannabis Management
    • Medical Cannabis
    • Adult Use Cannabis
  • Municipal Options
    • Opt Out
    • Special Permit
    • Social Responsibility Rationale of Law
    • Equity programs for minority communities
  • Business Opportunities and Contract Considerations                                         
  • Insurance and Liability Issues
  • Criminal Law
    • Probable Cause
    • Expungement
  • Employment Law
  • Ethical Issues

Speakers:
Colin M. Knoer, Esq., The Knoer Group
Alexis M. Florczak, Esq., Hurwitz & Fine
Amber E. Storr, Esq., Hurwitz & Fine
Ryan P. Maxwell, Esq., Hurwitz & Fine
James Auricchio, Esq., Auricchio Law Offices
Katherine L. Wood, Esq., Hurwitz & Fine
Robert E. Knoer, Esq., The Knoer Group

Available format: OnDemand, CD, DVD

OnDemand: $100 members (Promo Code: member2025), $200 Non-members

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#2406 Navigating the Regulatory Pitfalls of a Post-COVID World

#2406 Navigating the Regulatory Pitfalls of a Post-COVID World

Presented on June 28, 2021 (expires 6/28/26)

1.5 CLE credits: Areas of Professional Practice
Appropriate for all attorneys

Topics:

  • EEOC Updates and Vaccination Considerations for Employers: A View from Inside the EEOC
  • EEOC Updates and Vaccination Considerations for Employers: A View from the Private Sector
  • Vaccinating the Work Force: To Mandate or Not to Mandate?
  • Update on OSHA Emergency Temporary Standard and NYS Hero Act
  • Restaurant Reopening: Where We Are Now and Where We May Go

Speakers:
Elizabeth Fox-Solomon, U.S. Equal Employment Opportunity Commission
Peter H. Wiltenburg, Bond Schoeneck & King, PLLC
Andrea Sammarco, Sammarco Law Firm, LLP
Steven J. Ricca, Bond Schoeneck & King, PLLC
Jacob S. Piorkowski, The Tarantino Law Firm, LLP

Available format: OnDemand, CD, DVD

OnDemand: $45 members (Promo Code: member2025), $90 Non-members

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#2407 The ABCs and 123s of Individual Tax Returns for Matrimonial Attorneys

#2407 The ABCs and 123s of Individual Tax Returns for Matrimonial Attorneys

Presented on June 30, 2021 (expires 6/30/26)

1.0 CLE credit: Skills
Appropriate for Experienced Attorneys only

This program was developed to assist matrimonial attorneys assess to the financial aspects of a divorce case based on information gleaned from the Individual Income Tax Return (Form 1040).

Available format: OnDemand, CD, DVD

OnDemand: $115 members (Promo Code: member2025), $230 Non-members

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