Montana CLE - Insurance Law Courses
This is a listing of Insurance Law CLE Courses for Montana. Please make your selection below of Montana CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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Live WebinarWednesday, December 4, 202411:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: Legal Implications of the Baltimore Bridge Collapse
This CLE lecture will address the legal framework regarding theories of liability which may be asserted against the owner and operator of the container ship Dali following the collision with and destruction of the Francis Scott Key Bridge on March 24 2024. The course will briefly cover the defenses available to owners and operators, including the ability to to limit their liability under Federal law, potential defenses to cargo interests under the Carriage of Goods by Sea Act (COGSA),... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Understanding Medicaid: Guidelines, Applications, and Recovery Processes
This CLE program will discuss not only the history of Medicaid, but also the features of Medicaid as to appeals and Medicaid utilization for Long term Nursing Care and state recovery and how to avoid the state from recovering all assets from an estate, This presentation will attempt to place Medicaid in its context related to the aging of America as well as the 10% poverty level in the U. S. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Making Them Pay: Collecting Judgments in Personal Injury Cases in Excess of Available Insurance
Successfully prosecuting a large civil case to judgment is fantastic but can create some real headaches when your judgment exceeds the available insurance coverage. Personal injury lawyers must understand the basics of collection law, so you can finish the job, monetize the judgment and maximize your chances of getting your client (and potentially yourself) paid as much as possible. This CLE course discusses some simple (and not-so-simple) measures you can take to maximize your ability... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Protecting Your Family Home Through Trusts
All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there is a common misconception that in such instances, the only recourse would be to sell one’s home and to use the entire proceeds to pay for long-term care needs. This CLE course will provid... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Filing Social Security Disability Appeals in Federal Court
Filing a Social Security case in Federal Court can be a daunting task. There are many prerequisites to meet before the case can be filed and the window to file is rather limited. This course will focus on ascertaining your chance of success. follow proper court procedures. and write your brief in a convincing matter. This course will enable you to: Determine whether to file in United States District Court; The proper Court in which to file the case; Procedures for be... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Understanding Financial Solutions While Planning for Possible Long-term Care
This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of the Medicaid Asset Protection Trust wherein the homestead and liquid assets can be transferred and the Medicaid applicant (settlor) would retain the ability to receive government benefits. He or... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
How Magnuson-Moss and UCC Article 2 Apply to Car Warranty Claims: Dealing with Lemons
This CLE course will teach a general practitioner the basic legal concepts needed to litigate a lemon law case. It will cover express and implied warranties, both under the Magnuson-Moss Warranty Act and under state laws; state Lemon Laws; and fraud and state consumer fraud acts. After participation, attorneys will gain the basic conceptual tools to handle a lemon law case. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
The SSA Disability Sequential Evaluation Process
The Sequential Evaluation Process (SEP) is the five-step evaluative process utilized by Social Security to determine who gets disability benefits. But how does the process work? What sort of evidence is needed to get past each step? Can you lose your case at any of the five steps? “Social Security Disability Sequential Evaluation Process” shines light on this often-opaque process to which the nearly 2 million disability applicants each year are subjected. If you’re new to SSA Disa... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Pitfalls In The SSA Disability Process: What They Are and How to Avoid Them
The Social Security Disability process can be an opportunity for your client to “tell their story” in the pursuit of disability benefits. However, the process can also be chaotic, frustrating, and unfortunately surprising. What do you do when your client makes an admission in their medical records or says something at the hearing that really hurts their case? How do you deal with expert testimony given at the hearing that mischaracterizes the evidence in a negative way? Also – and this one... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Negotiating the Serious and Catastrophic Injury Case
Our panelists, highly experienced trial and litigation specialists, will discuss the negotiation, and preparation for such, of catastrophic injury cases. These cases require a more sophisticated and organized work up. How do you use the medical personnel who worked on the case, and what do you need from them to help you in negotiating the case? What additional experts do you need to flesh out the damages claim? How do you prepare to negotiate the claim for future damages including me... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Insurance Coverage Issues Involving General Liability
This CLE course will provide a comprehensive nuts and bolts overview of Insurance Coverage Litigation. It will cover the key steps and processes that should be followed/taken by both the insurer and the insured when faced with a claim that has matured into a declaratory judgement action. Topics will include a discussion of litigation considerations from the onset of coverage litigation and initial phases. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Learning The Basics of Conducting a Social Security Disability Case
In this CLE course you will learn about the different disability programs that exist, who can apply for the benefits and what the application process is like. You will learn how the Social Security Administration defines disability and how to determine what kind of application to file if it is an initial application. Or does the potential client need to file an appeal because the initial application was not approved? We will explore what is involved in the appeal process and how to de... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Social Security Disability 101: What Attorneys Need to Know From Beginning to End
This CLE course aims to offer attorneys a comprehensive understanding of Social Security Disability Practice, encompassing an in-depth exploration of the entire process, challenges, and effective solutions involved in securing benefits for disabled individuals. Through this presentation, participants will gain valuable insights into navigating the complexities of Social Security Disability, equipping them with the necessary knowledge and skills to effectively advocate for their clients... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Interplay Between Working and SSA Disability
Can you work and still be eligible to be found disabled and receive benefits under SSA’s Disability program? Can you work after you have been found disabled and still keep your benefits? What is the “Ticket to Work” program and how does that affect those who receive disability but want to test their ability to work? The Social Security Disability program is a doozy on the best of days, and when dealing with applicants or beneficiaries who are working, it becomes even “doozier”. Fre... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
How to Prepare for Long-Term Care Costs
This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Additionally, they will cover Medicaid planning and various products available to address this need. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Building a Case to Best Serve the Client: Mediation and Arbitration of Multi-Party Construction Law Claims
The CLE course will cover various topics related to the challenges presented in Multi-Party Construction Litigation cases. In mediation, we will discuss how best to prepare a client/carrier for mediation and strategies for use of documents. We will also examine how a well drafted mediation statement can prepare the mediator for the challenges that this particular matter presents. We will also discuss strategies in making offers of settlement, including some hybrid options for money an... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
A Basic Overview of Tennessee Workers' Compensation Law
This CLE will provide a summary of the Tennessee Workers’ Compensation Act and the intricacies of navigating a Tennessee workers’ compensation claim through the Tennessee Bureau of Workers’ Compensation and the Tennessee Court of Workers’ Compensation. This presentation also provides pertinent information regarding affirmative defenses that may be applicable and the eventual outcome of a case before the Tennessee Court of Workers’ Compensation. More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
You Won! Now What? Collecting Civil Judgments Under Illinois Law
Successfully prosecuting a civil case to judgment is great, but clients typically expect money at the end of the case. This is especially important for lawyers who work on a contingent fee basis. If the judgment debtor has no available insurance – or if the judgment in question exceeds those limits, you need to understand the mechanics of collection law, so you can finish the job, monetize the judgment and get your client (and potentially yourself) paid. This course discusses the nuts a... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide
Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to understand is when matrimonial and real estate law overlap. It is common for a couple who is divorcing to also own real estate, commonly the marital residence. In some instances, the couple may o... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Representing the Personal Injury Plaintiff: How The Sausage is Made
This engaging CLE lecture is packed with useful information. You will learn how to best represent a plaintiff in a personal injury case, what traps to watch out for and – most importantly how to explain the process in a way that most clients can understand. Specifically, the course will go into detail on how to make the financial aspects of the case work in your client’s favor, how to set proper expectations and how to deal with the hard business of obtaining money from insurance compa... More Info
$1252.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Advance Depositions: Strategies for Taking Depositions in Insurance Bad Faith Cases
This CLE program will focus on effective techniques for taking depositions in insurance bad faith cases with an emphasis from the plaintiff/insured’s perspective. Whose depositions do you take and when do you not take the deposition of a witness. What questions do you ask for key insurance witnesses and what do you leave for trial. How do you set up insurance company witnesses for cross-examination at trial. Our panel of experienced and highly regarded lawyers will give you insights... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Truck Accident Litigation In a Nutshell
This CLE program will provide an overview into important aspects and issues involved in the practice area known as truck accident litigation. These would include: The Federal Motor Carrier Safety Regulations, statutory employment, liabilities and defenses in accident cases involving driver and trucking company conduct, loading and unloading, underride collisions, intermodal transportation, negligent hiring, forklift operations, truck driver fatigue, FAAAA preemption, logb... More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Rudiments of Social Security Disability Practice
This CLE program will review the sequential steps established by the Agency for proving both adult and childhood disability. Each step will be explained per the Agency expectations, with additional comments derived from having presided over adjudications regarding the subject for 25 years. This will include practice tips and practical advice. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now
This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what legal and ethical obligations apply to your firm, and to your clients, under that state’s law? The FTC also watches to ensure that companies are complying with their posted privacy policies. Non-com... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Overview of Social Security’s Decision Making Process
Learn the basics about how Social Security determines if someone is entitled to receive disability benefits. This CLE course will cover the definition of disability that must be met to receive benefits and will also walk you through, not only the procedural steps of the claim process, but also the disability analysis used by adjudicators to evaluate if the definition of disability is met. At the end of the course, you will have the basic information needed to formulate a successful a... More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
The New Wave of Benzene Litigation: Class Actions
Benzene personal injury litigation has been around for decades. The plaintiffs in the traditional cases have alleged that their use of solvents, paints, varnishes, and other petroleum-based products have caused them to develop blood cancers. Recently, benzene was found in deodorants, sunscreens, and other personal care products. Subsequently, consumer class action cases were filed in federal district courts in Massachusetts, Connecticut, New York, New Jersey, Pennsylvania, Ohio, South Carol... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Weaponizing Rule 1.7 Against Insurance Defense Counsel
Hundreds of thousands of times per year in all American jurisdictions, liability insurers agree to defend their policyholders against liability disputes and hires pre-approved panel of defense counsel to do two things: protect the insurer’s interests as potential indemnitor and represent the policyholder as a party to a liability dispute. Rules of Professional Conduct, Rule 1.7 imposes on panel counsel six prongs of ethical prohibitions and permissions, each of which must be investigated and a... More Info
$1002Ethics Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Due Diligence Under The 33 Act: Avoid Disasters in the Middle of an IPO
From due diligence to closing there are traps and pitfalls that can be anticipated. Attend this CLE course and learn from the lawyers and bankers what they confront and worry about during the marketing and distribution of initial public offerings. The panelists will provide real life examples of challenges that could have jeopardized the success of the IPO’s. Avoid the disasters and help assure your clients’ successful underwriting. More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Hot Topics and Trends in Employment Law
Join us for updates about the dynamic and fast-changing employment laws and EPL trends across the country. This CLE presentation reviews key developments in employment law over the last year and new legislation and trends affecting employment cases. Topics include the interplay between and among the FMLA, ADA, and OSHA with regard to Covid-related claims; confidentiality clauses in the post “me too” period; medical marijuana laws and accommodation issues, and post-Covid EPL verdict tre... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Don’t Get Caught Without A Contractor’s License: The Downfalls and Damages of Working Without a License
This course covers the basic overview of construction contractor licensing laws in California and discusses the consequences of violating the licensing requirements. We will cover the purpose of the licensing laws and their application to those who perform construction services, as well as applicable exemptions. The penalties for a violation can be severe and do not allow for equitable remedies. We will review recent case law that clarifies the remedy available to a project owner wh... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Labor and Employment Law Update: What’s New and What’s Next
This CLE will include both New York State and Federal laws and will discuss updates and developments in labor and employment law. Some of the topics will include: The latest Covid requirements, (yes there are still specific laws and issues on this), sick leave, Unemployment Insurance relating to 1099’s, discrimination, workers’ compensation, wage and hour law updates, electronic monitoring, arbitration agreements, non-compete and non-solicitation agreements and other labor and emplo... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Variable Products & Retirement Planning
Join FINRA staff and industry practitioners as they discuss variable and retirement planning productions. The panelists also explore frequently asked questions and discuss regulatory challenges. Topics Discussed: Summarize how to create a variable product communication with respect to content and performance. Address selected topics, such as supplemental hypothetical illustrations, comparisons and complexity of contracts and investment options. Understand the legal perspective on th... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Advertising Compliance Bootcamp: Select Topics
This panel will discuss examples of content violations, disclosure and performance standards of SEC Rules, standards for variable insurance product communications, guidance with respect to options communications, presentation of rankings, the core concepts of social media and digital communications, and a list of basic “do’s” and “don’ts.” By the end of the session, you will be able to: Comply with the content standards of FINRA Rule 2210. Apply the: SEC Rules to investment company... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Navigating SaaS Contracts: Top Tips for Reducing Risk
As data leaks and hacks become increasingly prevalent, the importance of privacy laws becomes even more critical. This is particularly true when dealing with SaaS. This CLE course will explain the newest trends in privacy laws as well as their impact on SaaS contracts. The course will provide an overview of best practices for drafting risk allocation clauses and offer an in-depth look at two of the most significant clauses – indemnification and limited liability – from the perspective... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Force Majeure: Constant Contingency In Turbulent Times
Name your poison: Pandemic? War? Supply Chain Interruption? Government Decree? Regulatory Change? Riot? Weather? Internet Outage? Or what? This timely CLE explores Force Majeure from the practical perspectives of contractual verbiage or absence, qualifying events, transactional effects and contests, including the impact of common law, statutes and court decisions. More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
The Secure ACT: Five Key Considerations
This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibility around 529 plans Changes to rules around retirement distributions for births and adoptions More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Estate Planning for Attorneys Who Help Business Owners
The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases, and other matters as part of their plan. This CLE course will help the attorney manage client expectations and manage the expectations of the other players involved in the estate planning p... More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Managing FMLA Leaves of Absence
Understanding leave of absences is difficult but understanding the FMLA can be overwhelming. It is legalistic and complicated. This CLE course on leave of absences and FMLA Compliance will provide you with a step-by-step guide to understanding the requirements set forth in the FMLA relating to leave of absences. It will also provide a step-by-step plan of action for when employees are out on a leave of absence to ensure legal compliance. Just a sampling of the many practical... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum
Recent catastrophic events such as hurricanes, wildfires, and the global pandemic have spotlighted important insurance coverage protecting property and business interruption. Previous courses I presented have provided insight into the coverage terms and conditions that apply, and the process by which catastrophic claims should be managed and submitted. But what happens when a property or business interruption claim cannot be settled? This course answers the question. Some might think... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Post Disaster Insurance Resolution
Individuals who lost their home or business in a disaster are faced with so many decisions! Attorneys can help property owners in the insurance claim process by understanding the many opportunities and challenges on the pathway of restoring their property and their livelihood. This CLE presentation will dive into the details of recovery in an insurance claim setting, including claim terminology, replacement cost estimating, and construction issues. Equipped with this knowledge... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Winning Dog Bite Cases for Plaintiffs and Defense Tactics
This CLE course will discuss tips for winning dog bite cases for your injured client, trends in dog bites cases, understanding different types of victims, especially children and the pitfalls of dog bite cases. Presenting damages and preserving evidence will also be discussed. A former prosecutor turned personal injury trial attorney shares her tips. More Info
$751.75General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Handling Liens in Personal Injury Cases
This CLE course is designed to present an overview of the “leeches” on every personal injury case – the statutory lien. It is suitable for the experienced and novice practitioner and will approach the issue generally rather than state specific. Though many liens are mentioned, the course will concentrate on the ones most encountered in typical practice: ERISA, Medicare and Medicaid. A topical outline will be provided as well as reference to a very practical book on the topic th... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Issues To Consider When Drafting Construction Contracts
This CLE course will provide insight as to the Issues that should be considered when drafting Construction Contracts. The topics discussed are as follows: Drafting Construction Contracts, Mechanics Liens, Termination, Delay Damages, Liquidated v actual damages, Change Orders, Material escalation costs, Insurance and Bonds, and Dispute resolution. More Info
$751.5General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Securing Social Security Disability Benefits
As technology moves forward in an ever-changing world we must not only adapt as individuals but also as attorneys. Securing benefits through the Social Security Administration has moved onto the world wide web allowing representation of clients nationally. This CLE program will discuss the entire process today delving into what makes a successful case and the best way to present the facts that matter. More Info
$1002General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Cyber Security Compliance Trifecta: Recent Revisions to Three Important Security & Privacy Standards
Cybersecurity compliance concerns have emerged as a forefront issue for both large and small enterprises. Revisions of three important standards or requirements were published recently and will have far reaching cybersecurity compliance implications. The National Institute of Standards and Technology (NIST) released Spec. Pub 800-53 (Security and Privacy Controls for Information Systems and Organizations), the Payment Card Industry Security Standards Council published PCI-DSS 4.0, and... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
What Happens To Your Practice If You Die Or Become Disabled
What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info
$501.25Ethics Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Split-Dollar Life Insurance Planning After the Levine Case
A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts t... More Info
$501.25General Credits -
On-DemandCD/DVD/USB, Online, iOS/Android App
Evaluating and Negotiating Insurance Bad Faith Cases
At some juncture during the life of an insurance bad faith case, the parties’ counsel will need to address the potential for settlement of the case. Given the distinctive nature of bad faith claims, assessing the value of such claims presents certain challenges. Likewise, depending on the nature of the claim and the issues involved, counsel for both the policyholder and the insurance company should be mindful of important considerations in trying to reach a mutually satisfactory reso... More Info
$501.25General Credits -
On-DemandCDs, DVDs, USB Stick
Cybersecurity & Real Estate Fraud: Lessons to be Learned
This program will focus on understanding cybersecurity and its importance in preventing real estate fraud. Our expert panel will: define what cybersecurity is; what it is comprised of; how to implement it; red flags where there is a breach of cybersecurity; cyber attacks and losses; how to take preventative action; and why cybersecurity insurance is important. More Info
$501.25General Credits