attorney resources

This page includes sample legal forms (e.g. simple wills, POA, AHCD) and materials provided at ALRP’s free Continuing Legal Education (CLE) trainings for attorneys. These materials are provided to attorneys for educational purposes, and are not intended for use by those seeking legal counsel or representation.

Recordings of select CLE trainings are also available to view for credit on CLE Hero.

JUMP TO A SECTION:
Getting Started 
Bankruptcy
Confidentiality
Conservatorships
Elimination of Bias
Employment
Employee/Public Benefits
Ethics
Family Law
Immigration
Insurance
Landlord/Tenant & Real Estate
Miscellaneous
Restraining Orders
Substance Use
Tax
Wills & Estate Planning



GETTING STARTED


ALRP Fee Protocol
CA Bar Sample Written Fee Agreement Forms
Sample Panel Attorney Retainer Agreement

Sample Estate Planning Legal Services Agreement (pdf)

Sample Estate Planning Legal Services Agreement (doc) 
The Non-Lawyers Guide to Legal Terms



BANKRUPTCY


Bankruptcy 101 for Bankruptcy and Non-Bankruptcy Lawyers
Compiled by Martha J. Simon, Esq.
October 12, 2023

Bankruptcy 101 – Seminar Outline
Voluntary Petition for Individuals Filing for Bankruptcy (Form 101)
Schedule C – Exemptions
Notice of Bankruptcy (Form 309C)
Proof of Claim (Form 410)
Bay Area Bankruptcy Forum – Student Loan Guidelines


Bankruptcy S&M: A Simple & Methodical Introduction to Bankruptcy
Compiled by Jeff Curl, Esq.
March 8, 2017

Bankruptcy Training Outline
Sample Bankruptcy Client Questionnaire


Using State and Federal Law to Protect Debtors from Collections Harassment
Compiled by Noah Zinner, Esq., Housing and Economic Rights Advocates
October 2, 2013

Statutory Consumer Rights in Debt Collection and Credit Reporting Outline
Income and Assets Exempt from Collection in CA



CONFIDENTIALITY


The Right to Privacy of HIV/AIDS Status: What’s Left?
Compiled by James M. Wood, Esq.
November 14, 2023

The Right to Privacy – PowerPoint Slides
Sample Privacy Demand Letter


Confidentiality & HIV
Compiled by James M. Wood, Esq.
October 27, 2016

Sample Confidentiality Claim
Secondary Authorities Regarding Confidentiality
California HIV Law 2009
The Right to Privacy – PowerPoint Presentation PDF Slides
AIDS Law Manual – Chap 16: Confidentiality
Complete AIDS Law Manual



CONSERVATORSHIPS


Conservatorships
Compiled by Alexis Lynch, Esq.
October 26, 2023

Conservatorships – PowerPoint Presentation



ELIMINATION OF BIAS


LGBTQ Anti-Discrimination Law in California
Compiled by David Nahmias, Esq.
December 10, 2019

LGBTQ Anti-Discrimination Law in California Presentation
LGBTQ Anti-Discrimination Law in CA Authorities Handout
Respecting Gender Identity in the Workplace Handout
Supreme Uncertainty for LGBTQ Rights Handout
DFEH Trans Rights Fact Sheet Handout
TLC Tips for Lawyers w Trans clients Handout
TLC Model Workplace Employment Policy Handout
OSHA Trans Facilities Best Practices Handout


#MeTooLawyers – Sexual Harassment Experienced by Lawyers
Compiled by Kenneth D. Martinson, Esq. and Heidi A. Machen, Esq.
March 20, 2018

#MeToo PowerPoint PDF Slides
Gender and Other Ethics in the Legal Profession Info Packet
The Diverse Workplace Info Packet
Farmers Insurance Discrimination Article
Jury Awards $7.1 Million Baker Case Article
Ogletree Sued for Discrimination Article
Precedent to Law Harassment Cases
Sedgwick Gender Bias Article
Steptoe Equal Pay Act Suit Article
Why Women Leave the Law Article


Creating Workspaces Free from Gender Identity Bias
Compiled by Shawn Meerkamper, Esq.
December 7, 2016

Employment Law and Transgender Clients PowerPoint PDF Slides
Lusardi v. McHugh Decision
Model Transgender Employment Policy
Tips for Lawyers Working with Transgender Clients Brochure


Creating Workspaces Free from Gender Identity Bias
Compiled by Sasha Buchert, Esq.
January 7, 2014

Gender Identity Bias Training PowerPoint PDF Slides


Workforce in Transition: Creating Legal Workplaces and Practices Free from Gender Identity Bias
Compiled by Matthew Wood, Esq.
September 27, 2011

6 Tips for Lawyers Working with Transgender Clients & Co-Workers
San Francisco Municipal Code
Summary of California State Law



EMPLOYMENT


Assisting Low-Income Clients With California Wage & Hour Violations

Compiled by Gretchen Birkheimer, Esq.
May 9, 2023

Assisting Low-Income Clients With California Wage & Hour Violations PowerPoint PDF Slides

IWC Order No. 1-2001

Sample PAGA Notice to LWDA


Disability RIghts in the Workplace – Reasonable Accommodations and Medical Privacy 
Compiled by Noah D. Lebowitz, Esq.
May 22, 2018

Disability Regulations Packet
California Government Code – 12926

California Government Code – 12926.1
California Government Code – 12940 


Employment Issues Facing Clients with HIV/AIDS
Compiled by Sonya Smallets, Esq.
April 10, 2018

Employment Hypotheticals Handout
Employment Law Legal Resources – Citations and Resources


Navigating Work in the “Gig” Economy and its Impact on People Living with HIV
Compiled by Asha Wilkerson, Esq. and Lakeisha Poole, Esq.
March 30, 2017

Labor Concerns in the Gig Economy PowerPoint Slides


Navigating Employment Law Issues Impacting People Living with HIV/AIDS
Compiled by Emily Nugent, Esq. and Emily Thiagaraj, Esq.
March 16, 2017

Employment Law Issues for People Living with HIV PowerPoint PDF Slides
Case Study #1
Case Study #2


Reasonable Accommodations in the Workplace
Compiled by Alexis Alvarez, Esq.
December 1, 2016

RA in the Workplace PowerPoint PDF Slides
Accommodation Hypothetical Exercises Worksheet


The EEOC Process and the Rights of Federal Employees
Compiled by Wendy Musell, Esq.
May 6, 2013

EEOC Process and the Rights of Federal Employees PowerPoint PDF Slides
EEOC Hearing Request Form
12.08.16 Acknowledgment and Order
12.08.16 Designation of Representative Form
Deadlines Flow Chart
Informal Complaint Form
NASA Formal Complaint Form
Frequently Asked Questions About The Federal Sector Hearing Process


Employment Law: Updates on Disability Discrimination in the Workplace
Compiled by Noah Lebowitz, Esq.
February 6, 2013

FEHC Modified Amended Disability Regulations
12926 Definitions Regarding Unlawful Practices
12926.1 Physical and Mental Disabilities
12940 Unlawful Employment Practices
ADA Performance Standards


The Harassment & Retaliation Causes of Action Under the Fair Employment & Housing Act (FEHA)
Compiled by Francis Shehadeh, Esq.
April 5, 2011

FEHA Claims Outline
Exhibit A – Retaliation Jury Instructions & Authorities
Exhibit B – Harassment Jury Instructions & Authorities
Exhibit C – Sample Verdicts
Exhibit D – Sample Special Interrogatories



EMPLOYEE/PUBLIC BENEFITS


Introduction to VA Disability Benefits
Compiled by John R. Unruh, Esq.
September 21, 2023

Introduction to VA Benefits PPT
Example Decision 1
Example Decision 2
Example BVA Appeal Decision 1
Example BVA Appeal Decision 2


ERISA Disability Benefit Claims

Compiled by Michelle L. Roberts, Esq.
April 6, 2023

ERISA Disability Benefit Claims PowerPoint PDF Slides


Employee Benefits Claims & Appeals
Compiled by Kirsten G. Scott, Esq.
March 14, 2019

Employee Benefits Claims & Appeals PowerPoint PDF Slides


ERISA Overpayments: Claims & Defenses
Compiled by Kirsten G. Scott, Esq.
November 14, 2018

ERISA Overpayment PowerPoint PDF Slides


 

Top 10 Things You Should Know About Employee Benefits Law
Compiled by Kirsten G. Scott, Esq.
April 19, 2018

Employee Benefits Law Breakdown PowerPoint PDF Slides


Must Knows About Long Term Disability (LTD) Benefits
Compiled by John Unruh, Esq.
October 26, 2017

Sample LTD Policy
Sample LTD Application
LTD PowerPoint PDF Slides


Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013

Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint PDF Slides
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform


Pre-litigation Strategies for Health and Disability ERISA Claims
Compiled by Teresa Renaker, Esq., and Julie Wilensky, Esq.
April 23, 2013

Strategies for Disability ERISA Claims
PPACA Internal and External Review and Employee


Social Security Eligibility Hearings
Compiled by Patrick Kelly, Esq.,
March 7, 2012

Applicable Law
12 Biggest Mistakes Claimants Make
Grid Table
Listing of Impairments


Preserving a Client’s SSI and Medi-Cal Eligibility by Using the Special Needs Trust
Compiled by Kevin Urbatsch, Esq.
December 6, 2011

Special Needs Trust Primer

 


ETHICS


Cultural Humility in Working with HIV+ Clients, Trauma Informed Care, and Harm Reduction
Compiled by Jaime Rush, Esq. and John Rosenzweig, Esq.
April 28, 2021

4-28-21 Elimination of Bias MCLE Slide Deck


#MeTooLawyers – Sexual Harassment Experienced by Lawyers
Compiled by Kenneth D. Martinson, Esq. and Heidi A. Machen, Esq.
March 20, 2018

#MeToo PowerPoint PDF Slides
Gender and Other Ethics in the Legal Profession Info Packet
The Diverse Workplace Info Packet
Farmers Insurance Discrimination Article
Jury Awards $7.1 Million Baker Case Article
Ogletree Sued for Discrimination Article
Precedent to Law Harassment Cases
Sedgwick Gender Bias Article
Steptoe Equal Pay Act Suit Article
Why Women Leave the Law Article


Ethical Issues in Pro Bono and Modest Mean Practices
Compiled by Tiela Chalmers, Esq.
November 21, 2017

Ethical Issues in CA Pro Bono Representation PowerPoint PDF Slides
The Ethics of Pro Bono Article
Escaping Poverty Requires Almost 20 Years With Nearly Nothing Going Wrong Article
10 Poverty Myths, Busted


Beat the Legal Bullies
Compiled by Jerome Fishkin, Esq.
May 24, 2017

Legal Bullies Training Syllabus


TWO PART TRAINING
Part 1: Alternative Facts Headline: There is No Bias in the Legal Profession / Are Alternative Facts Ethical?
Part 2: You Passed the Bar but Now You Live at the Bar? / Are Your Work Ethics Ethical?
Compiled by Kenneth Martinson, Esq. and Fernando Hidalgo, Esq.
April 4-5, 2017

Alternative Facts: There is No Bias in the Legal Profession Handouts
– ‘A Question of Bias’ Article
– UCLA Women’s Law Journal – Queer Studies
– ABA Women Rainmakers PowerPoint Slides

Are Alternative Facts Ethical? Handouts
– ‘CA State Bar Bans Sex Between Attorneys and Clients’ Article
– Rules of Professional Conduct
– Ethical Hypotheticals

You Passed the Bar, Really? Or Your Live There? Handouts
– ‘Stress, Depression, and Substance Use in the Legal Profession’ Article
– Substance Abuse: Alcohol, Specifically PowerPoint Slides

Your Work Ethics: Are they Ethical? Handouts
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2015-194
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2011-181


Navigating Ethical Issues in the Estate Planning Process
Compiled by Bill Ambrunn, Esq.
October 12, 2011

Ethical Issues in Estate Planning PowerPoint PDF Slides


Ethics: Interacting with Clients with Impairments
Compiled by Jerome Fishkin, Esq.
May 24, 2011

Ethics Training Outline



FAMILY LAW


Same-Gender Couples: Should They Marry? What Happens If They Split? Legal and Political Rights and Responsibilities
Compiled by Betsy Johnsen, Esq. and Charles Spiegel, Esq.
Resources contribution: Linda M. Scaparotti, Esq.
November 9, 2017

Marriage Equality – A Comprehensive Guide
Paths to Parenthood for Same-Sex Couples: A Legal Guide
Post-Marriage Equality Emerging Issues

Additional Resources from Charles Spiegel, Esq.

Tips for LGBT Divorce Work (California)
Pre & Post-Nup Information
The Parent Trap: Making Divorce Easier for Children
Using Therapy During Divorce 


Seriously Speaking: Structuring Communications in the Marital Dissolution Process
Compiled by Joann Babiak, Esq.
June 6, 2017

Active Listening Handout
Bibliography Resources
Collaborative Law Institute of Texas Blog Article
Training Outline
Playing in the Family Law Sandbox Together Nicely Article
Role Play Handout


Uncontested Divorces
Compiled by Brent Seymour, Esq.
March 20, 2014

Petition-Marriage (Family Law)


Introduction to Marital Dissolution
Compiled by Joann Babiak, Esq.
November 28, 2012

Marital Dissolution PowerPoint PDF Slides
Marital Dissolution Outline
Sample Marital Settlement Agreement
Sample Community Debt and Payment Record
Dividing the Debts in a California Divorce
Forms available on www.courts.ca.gov/forms.htm


Introduction to Guardianship Law
Compiled by Karen Alicia Davis, Esq.
December 14, 2011

Cover and Bio
Guardianship Training Outline


Consensual Dispute Resolution in LGBTQ Separation and Divorce
Compiled by Dylan Miles, Esq., Heba Nimr, Esq., and Charles Spiegel, Esq.
March 29, 2011

Advantages of Consensual Dispute Resolution
Collaboratively Negotiating Agreements with Same-Sex Partners
The Parent Trap – Making Divorce Easier for Children
Nothing Wrong with Pre-Nups



IMMIGRATION


Humanitarian Parole with a Notice to Appear
Compiled by Courtney McCausland, Esq.
November 2, 2023

Humanitarian Parole with an NTA – PowerPoint Slides


VAWA for Immigration Benefits
Compiled by Jose Marin, Esq.
September 6, 2023

VAWA for Immigration PowerPoint Slides
National Immigrant Justice Center VAWA Self-Petition Flowchart
National Immigrant Justice Center VAWA Pro Bono Manual
Domestic Abuse Intervention Project Cycle of Violence Wheel


Asylum Considerations for TPS Holders
Compiled by Reena Arya, Esq., Catholic Legal Immigration Network, Inc.
November 5, 2019

Asylum Considerations for TPS Holders PowerPoint PDF Slides
TPS Terminations Backgrounder – CLINIC Handout
DACA and the One Year Filing Deadline – CLINIC Handout


Cultural Competency in Representing LGBTQ Asylum Seekers
Compiled by Ari Jones, Esq., Oasis Legal Services
October 29, 2019

Cultural Competencies PowerPoint PDF Slides
Oasis Legal Services LGBTQ Asylum Intake
Oasis Legal Services PTWC – OYFD Training Handout


Immigration Training Series – Asylum 
Compiled by Oasis Legal Services; Rachel Kafele, Esq.

Part 1: Representing an LGBTQ/HIV+ Client in an Affirmative Asylum Case
May 14, 2019

LGBTQ/HIV+ Affirmative Asylum Cases PowerPoint PDF Slides
Asylum Interview Preparation Packet
Hypothetical Exercise Handout

Part 2: The Ins and Outs of the One-Year Bar in Asylum Cases
May 22, 2019

The One-Year Bar Rule PowerPoint PDF Slides 
Asylum Office Basic Training Course Workbook
9th Circuit Court of Appeals: Bringas-Rodriguez vs. Jeff Sessions
Code of Federal Regulations – Section 208-4

Part 3: Your Client Won Asylum! Now What?
May 30, 2019

What To Do After You Win Asylum PowerPoint PDF Slides
Post-Asylum Client Handouts Packet


Asylum Claims for LGBTQ and HIV+ Clients
Compiled by Jose Marin, Esq. and Melanie Kehr, Esq.
December 12, 2017

LGBTQI Asylum Claims PowerPoint PDF Slides


Immigration Legal Ethics
Compiled by Jerome Fishkin, Esq.
May 30, 2017

Immigration Lawyer Ethics Syllabus – DRAFT


Intermediate Removal Defense: Practice Pointers and Strategies in Immigration Court
Compiled by Gene Sverdlov, Esq.
March 24, 2017

Removal Defense Primer Outline
SB 674 Immigrant Victims of Crime Equity Act
SF Office of the Chief Counsel Electronic Service Fact Sheet
The 180 Day Asylum EAD Clock Notice
Waiving the Fraud Flag or How to Flag the Right Waiver


Know Your Immigration Rights Flyer
Compiled by Ana Montano, Esq.
November 10, 2016

Know Your Rights! Flyer (English)
Conozca Sus Derechos! (Know Your Rights) Flyer (Spanish)
Know Your Rights Guide (English)
Conozca Sus Derechos Guide (Spanish)


Immigration Options for Bi-national Couples after DOMA
Compiled by Kelly McCown, Esq.
September 26, 2013

Immigration Options for Same-Sex Couples After DOMA PowerPoint PDF Slides
Where Can We Marry – Immigration Equality
Matter of Zeliniak
Post-DOMA Immigration Fact Sheet


Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013

Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint PDF Slides
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform


Introduction to Immigration Law
Compiled by Otis Landerholm, Esq.
October 2, 2012

Intro to Immigration PowerPoint PDF Slides


Immigration Law: Deportation Defense
Compiled by Rochelle A. Fortier Nwadibia, Esq.
June 27, 2012

Deportation Defense PowerPoint PDF Slides
Deportation Defense Handouts


Asylum Office Interviews and Asylum Merits Hearing
Compiled by Claire Coogan, National Immigration Justice Center; Heartland Alliance
April 11, 2012

Preparing Your Client for an Asylum Office Interview or Asylum Merits Hearing PowerPoint Presentation


Current Issues for LGBT Immigrants
Compiled by Cara Jobson, Esq.
October 5, 2011

Immigration Training Packet


Introduction to Immigration Law
Compiled by Grace Alano, Esq.
May 12, 2011

Intro to Immigration PowerPoint PDF Slides


Introduction to Asylum Based on Sexual Orientation and/or Gender
Compiled by Amie Miller, Esq.
December 1, 2010

Asylum Training Outline


Immigration Law: Family, Business, & Consular Processing
Compiled by Kathleen Lord Black, Esq., and Zuzana Goldstein, Esq.
September 28, 2010

Sample Naturalization Application
Sample Adjustment of Status Application
Consular Processing Steps
Family-Sponsored Preferences



INSURANCE


Experts in Bad Faith Insurance Cases: Selection, Use, Scope of Testimony, and Strategies
Compiled by Guy Kornblum, Esq.
November 30, 2017

Experts in Bad Faith Insurance Cases PowerPoint PDF Slides
Training Outline


Immigrant Eligibility for Health Care and Public Benefits in California
Compiled by Tanya Broder, Esq., National Immigration Law Center
June 4, 2013

Overview of Immigrant Eligibility for Federal Programs
“Lawfully Present” Individuals Eligible under the Affordable Care Act
Access to Health Care and Benefits for Immigrants in California PowerPoint PDF Slides
Federal Guidance on Public Charge
Major Benefit Programs Available to Immigrants in California
NILC FAQ on Healthcare Reform


Insurance Coverage and “Bad Faith” Litigation
Compiled by Guy Kornblum, Esq.
June 14, 2012

CEB Insurance Bad Faith Basics, Part I
CEB Insurance Bad Faith Basics, Part II



LANDLORD/TENANT & REAL ESTATE


Reasonable Accommodations in Housing
Compiled by Deborah Thrope, Esq. of the National Housing Law Project
November 10th, 2016

Reasonable Accommodation and Modifications for People with Disabilities PowerPoint PDF Slides
Housing Case Training Exercise


Introduction to Eviction Defense
Compiled by Ora Prochovnick, Esq.
March 5, 2013

SF Eviction Defense Training Outline
2012 Eviction Defense Manual
Eviction Flow Chart


Defending Evictions from Federally-Subsidized Housing
Compiled by Kent Qian, Esq., of the National Housing Law Project
October 10, 2012

Subsidized Housing PowerPoint PDF Slides


Assisting Homeowners & Tenants Affected by the Foreclosure Crisis
Compiled by Maeve Elise Brown, Esq., of HERA
May 30, 2012

Foreclosure Law PowerPoint PDF Slides


Affirmative Lawsuits in Housing
Compiled by Fred Feller, Esq.
February 7, 2012

Tenant Remedies in Residential Housing Disputes
Major Cases Related to Tenant Remedies
Tenant Related Civil Codes


Introduction to Landlord/Tenant Law
Compiled by Mary Catherine Wiederhold, Esq.
October 26, 2011

Landlord Tenant Training Packet
Austral Housing Inspections



MISCELLANEOUS


Direct Negotiations vs. Mediation:
Have We As Lawyers Forgotten How to Settle Cases without a Mediator?
Compiled by Guy Kornblum, Esq.
April 25, 2019

Litigation Management PowerPoint Slides
Cliches That Apply to Negotiation and Settlement Article
The Role of Medical Specials in Evaluating Injury Cases Article 
Research Confirms Negotiated Results Superior to Going to Trial Article


Workmen’s Compensation 
Compiled by Kenneth Martinson, Esq.
February 23, 2018

On the Job Inquiries and Day Laborers Info Packet
La Vida Después De Una Lesión En El Trabajo – Spanish Info Packet


Mediation Strategies that Work for Your Client and YOU!
Compiled by Guy Kornblum, Esq.
December 7, 2017

Why Mediation? PowerPoint PDF Slides
Mediation Advocacy Handbook 2015
Negotiating and Settling Tort Cases Flyer (2015-2016 Edition)
Effective Mediation Flyer


Using State and Federal Law to Protect Debtors from Collections Harassment
Compiled by Noah Zinner, Esq., Housing and Economic Rights Advocates
October 2, 2013

Statutory Consumer Rights in Debt Collection and Credit Reporting Outline
Income and Assets Exempt from Collection in CA


The Nuts & Bolts of Handling a Motor Vehicle Accident Case
Compiled by Michelle Mandel, Esq.
May 15, 2012

Accident Training Outline
Accident Training Packet


Fighting Traffic Cases Through Trial
Compiled by Russell Goodrow, Esq.
March 20, 2012

Traffic Training Outline


Interacting with Clients with Disabilities (Focus on Mental Health Disabilities)
Compiled by Cassie Springer-Sullivan, Esq.
December 9, 2010

Clients with Disabilities PowerPoint PDF Slides
Request for Review Checklist



RESTRAINING ORDERS


Civil Restraining Orders 101
Presented by WookSun “Phil” Hong, Esq.
March 7, 2024

PowerPoint Slides


SUBSTANCE USE


Don’t Drink and Debate: Stay Sober, Be Calm, and Carry On
Compiled by Kenneth Martinson, Esq. and Michelle Kral, Esq.
March 22, 2018

The Other Bar Brochure
Alcohol Ethics Info Packet and Articles


TWO PART TRAINING
Part 1: Alternative Facts Headline: There is No Bias in the Legal Profession / Are Alternative Facts Ethical?
Part 2: You Passed the Bar but Now You Live at the Bar? / Are Your Work Ethics Ethical?
Compiled by Kenneth Martinson, Esq. and Fernando Hidalgo, Esq.
April 4-5, 2017

Alternative Facts: There is No Bias in the Legal Profession Handouts
– ‘A Question of Bias’ Article
– UCLA Women’s Law Journal – Queer Studies
– ABA Women Rainmakers PowerPoint Slides

Are Alternative Facts Ethical? Handouts
– ‘CA State Bar Bans Sex Between Attorneys and Clients’ Article
– Rules of Professional Conduct
– Ethical Hypotheticals

You Passed the Bar, Really? Or Your Live There? Handouts
– ‘Stress, Depression, and Substance Use in the Legal Profession’ Article
– Substance Abuse: Alcohol, Specifically PowerPoint Slides

Your Work Ethics: Are they Ethical? Handouts
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2015-194
– State Bar of CA Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2011-181


Representing Clients with Mental Health and Substance Abuse Issues
Compiled by Brandon Lawrence, Esq., Zeenat Hassan, Esq., and Jaime Rush, Esq.
November 2, 2016
Listening Skills Self-Assessment Handout


Applied Mindfulness for Attorneys: Substance Abuse Awareness
Compiled by Kim Nicol, Esq.
November 7, 2013

Mindfulness and Substance Abuse Handout
How to Meditate
Free CEB Program! Sustainable Success: Mindfulness for Lawyers


Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment
Compiled by David Mann, Esq., The Other Bar
May 29, 2013

Addiction and the Brain
Addiction and the Legal Profession (CED)
Attorneys – Alcoholics and Addicts
Other Bar Speaker Biography
The Other Bar: Supporting Recovery in the Legal Community
24 Hour Hotline 1-800-222-0767



TAX


Negotiating with the IRS & Franchise Tax Board: Offers in Compromise
Compiled by Joan Rodman, Esq.
December 12, 2012

IRS & FTB Offers in Compromise Presentation


Navigating Federal and State Tax Liability from Inception to Appeal
Compiled by Adria Price, Esq., and Dina Bronshtein Segal, Esq.
April 25, 2012

Internal Revenue Service Packet
Franchise Tax Board Packet



WILLS & ESTATE PLANNING


The Basics of Planning for Death
Compiled by James M. Wood, Esq.
December 11, 2018

Quality Estate Planning PowerPoint Slides
After a Death Occurs Checklist
Do I Need Estate Planning? Guide
Do I Need a Living Trust? Guide
Do I Need a Will? Guide 
Power of Attorney Handout
CA Statutory Will Form
Advanced Health Care Directive Form 
Life-Sustaining Treatment Form
Inventory and Appraisal Form
Affidavit for Transfer of Personal Property Handout
Small Estate Affidavit Handout & Form
Transfer of Death Deed Brochure
Transfer of Death Deed Form 


Post-Death Administration: Basics of Handling Affairs When a Loved One Passes
Compiled by Alma Soongi Beck, Esq.
March 7, 2018

Post-Death Administration Training Outline
The Art of Choosing a Fiduciary
Transmutation of Community Property for Married Couples
Property Taxes for Unmarried Couples
The New 2017 Medi-Cal Recovery Laws

For more articles by the presenter, Alma Soongi Beck, Esq. click HERE 


End of Life Planning 101 – A Review of the Fundamentals of End of Life Planning
Compiled by James Wood, Esq.
November 7, 2017

Quality Estate Planning PowerPoint PDF Slides
Power of Attorney Basics/Estate Planning/Living Trusts
Do I Need A Will?
Healthcare Directive Forms
Uniform Statutory Form – Power of Attorney


Wills & Trusts for LGBTQ Couples after DOMA
Compiled by Linda Scaparotti, Esq.
October 1, 2013

Estate Planning for Same-Sex Couples after DOMA
Practical Applications after DOMA & Prop 8
“After DOMA: What It Means for You” LGBT Organizations Fact Sheet Series


Simple Wills
Compiled by Boone Callaway, Esq.
October 5, 2012

Will Intake Form
Will Form
Advance Health Care Directive
Uniform Statutory Form Power of Attorney (updated 2013)
Probate Code 811 Excerpt
Testamentary Docs


Intro to Simple Wills
Additional Materials by Mark Senick, Esq.
January 10, 2012

Client Questionnaire
Authorization for Release of Protected Health Information
Personal Property

Useful Websites for Advance Health Care Directives:
California Medical Association AHCD Information & Kit
CA Attorney General AHCD Checklist & Sample Form


Preserving a Client’s SSI and Medi-Cal Eligibility by Using the Special Needs Trust
Compiled by Kevin Urbatsch, Esq.
December 6, 2011

Special Needs Trust Primer


Navigating Ethical Issues in the Estate Planning Process
Compiled by Bill Ambrunn, Esq.
October 12, 2011

Ethical Issues in Estate Planning PowerPoint PDF Slides


Starting Your Own Estate Planning Practice
Compiled by Jon Vaught, Esq., and Amir Atashi Rang, Esq.
October 25, 2010

Estate Planning Practice Outline
Estate Planning Questionnaire
Sample Estate Planning Legal Services Agreement (pdf)
Sample Estate Planning Legal Services Agreement (doc)