Utah Live CLE Bundle 2025

Drafting wills and probating estates are essential estate planning functions most law offices provide for their clients. Mastering these skills will empower attorneys to assist their clients in safeguarding their assets and help loved ones when the time comes to probate their estates. Well-drafted wills make a significant difference in streamlining the probate process and offering the family peace of mind.

This program is designed for new lawyers desiring to develop critical estate planning skills and offers valuable insights for attorneys at any career stage. Attorneys will learn the key principles and legal requirements for drafting a solid, valid will so that they can guide clients as they make some of the most critical and challenging decisions they will ever make, and how to effectively probate the estate after a client dies.

This course is designed for attorneys at any level who are interested in the estate and will process.

Learning Objectives:

• Identify the legal requirements of a will to ensure that the will is valid
• Examine the types of clauses a will might contain so that the appropriate provisions can be included during drafting
• Describe common pitfalls in drafting and executing a will to avoid them
• Discuss working with clients at all process stages to help them feel comfortable
• Determine the steps for effectively probating an estate
• Discuss the matter of inheritance for an estate when there is no will
• Review legal ethics, specifically concerning wills and estates

This course provides a structured examination of the critical elements in presenting a personal injury case at trial, with particular emphasis on developing and delivering effective opening and closing statements. Attendees will study the legal and factual components necessary to establish liability and damages and learn to craft persuasive narratives aligning with trial themes and evidentiary support.

Mr. O’Donnell will cover the strategic goals, inherent risks, and permissible scope of opening statements, including the distinction between argument and explanation, ethical limitations, and the implications of case law such as People v. Meseral (2014 Guam). Topics include juror messaging, thematic framing, and the constraints surrounding the defendant’s right to remain silent.

The course also explores the closing argument as a critical opportunity to synthesize testimony, reinforce the burden of proof, and advocate for a just verdict. Focus areas include effective use of witness testimony, expert opinions, jury instructions, and evidentiary themes. Professional responsibility is paid to compliance with ABA Rule 3.4 and avoiding improper argumentation, such as per diem or annum damages.

Attendees will be equipped to deliver clear, ethical, and compelling trial presentations that reflect legal precision and advocacy skills. This course is ideal for attorneys seeking to enhance their practical advocacy skills by strengthening their ability to craft, deliver, and evaluate effective opening and closing statements in personal injury trials.

Learning Objectives:

• Identify and articulate the essential elements that must be proven in a personal injury trial, including legal standards for liability and damages
• Draft and deliver opening statements that are persuasive, ethically sound, and aligned with evidentiary and thematic strategies
• Distinguish between explanation and argument in trial advocacy, and recognize the permissible scope of advocacy during opening and closing statements
• Analyze and apply relevant case law, including People v. Meseral (2014 Guam), to avoid improper argumentation and safeguard a fair trial process
• Construct closing arguments that synthesize factual testimony, expert opinions, legal standards, and overarching trial themes to advocate effectively for the client

In today’s rapidly evolving digital landscape, cybersecurity is not just a technical concern but an ethical obligation for legal professionals. This course equips attorneys, legal professionals, and law firm staff with essential knowledge and practical tools to understand and fulfill their ethical duties related to data protection and cybersecurity.

Participants will explore lawyers' ethical responsibilities under the ABA Model Rules of Professional Conduct, including Rules 1.1, 1.6, 5.1, and 5.3, as they pertain to safeguarding client information and managing risk within legal practices. The course also examines key data privacy laws such as HIPAA, GDPR, CCPA, and the SHIELD Act, highlighting their relevance to legal professionals.

Through real-world examples and expert guidance, participants will learn how to develop and implement effective cybersecurity policies, procedures, and training programs. The course provides a comprehensive foundation for navigating cybersecurity threats while maintaining ethical and legal standards compliance.

Ideal for attorneys, legal professionals, and law firm personnel, this program is designed to strengthen cybersecurity readiness and ethical compliance in an era of increasing data security threats.

Learning Objectives:  

• Analyze the components of maintaining tech competence
• Identify the ethical obligations of attorneys in safeguarding client data
• Apply supervisory authority to ensure firm-wide compliance with cybersecurity policies and procedures
• Implement best practices to enhance data security

Attorneys are service providers and client relationships are at the foundation of their jobs. Knowing how to create, build, and maintain client relationships is a core part of what makes an attorney successful. However, many attorneys may question how they can better serve their clients and communicate.

This course will cover how to build and strengthen client relationships. Attendees will learn how to build relationships by listening and acknowledging a client’s needs. Attorneys will learn how to manage client expectations through communication to help elicit good client feedback. Finally, this program will help attorneys plan for their future with continued client interactions.

This course is suited for attorneys that have little to no experience that operate in a corporate environment. Attorneys that want to improve their client communication skills will also benefit from attending this course.

Learning Objectives:

• Understand and listen to client needs
• Manage client expectations
• Communicate and mitigate the impact of mistakes when they happen
• Examine additional services or tools to clients based on needs
• Explore how to elicit honest and effective client feedback
• Predict and plan for the future of the client relationship