Course1

2023 OBA Annual Meeting Full Day CLE

$150.00
  • Instructor(s):  OBA CLE Department

CONTINUING LEGAL EDUCATION ANNUAL MEETING PROGRAMMING NOVEMBER 1, 2023 SKIRVIN HOTEL OKLAHOMA CITY – GRAND BALLROOM   MCLE Credit – 4 General and 1 Ethics   CORE CONCEPTS IN NONPROFIT LAW - Jeri D. Holmes, Nonprofit Soultions PROFESSIONALISM COMMITTEE PANEL ON PROFESSIONALISM AND CIVILITY (ETHICS) - Judge Anthony Bonner, Oklahoma Co., - Judge Sheila D. Stinson, Oklahoma Co., - John W. Coyle III, Coyle Law Firm SPECIAL CONSIDERATIONS FOR DEPLOYED CLIENTS - Scott Goode and Chelsea Mabrey FILING YOUR FIRST (OR NEXT) EXPUNGEMENT - Melissa Brooks, Oklahoma Access to Justice ARTIFICIAL INTELLIGENCE AND THE LAW - PROMISE OR PERIL? - Julie Bays and Jim Calloway     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 247
    Min.
  • 1/24/25
    Avail. to
  • DETAILS
Course1

Boards of Directors and Piercing the Corporate Veil

$95.00
  • Instructor(s):  Herb Rubenstein

Boards of Directors and Piercing the Corporate Veil This course is designed for legal professionals aiming to enhance their expertise in board governance and risk management. Participants will explore the essential rules and legal standards that govern board members' duties, including how to safeguard against personal liability and the piercing of the corporate veil. The program covers strategies to minimize legal risks, expand legal services for boards, and adopt best practices for effective board membership. Additionally, it addresses the integration of modern information technology to bolster board security and mitigate hacking threats. Emphasis is also placed on the valuable experience and professional growth gained through service on nonprofit boards, equipping lawyers with the skills to excel and make a meaningful impact in their roles.   SPEAKER:  Herb Rubenstein Author, Leadership for Lawyers, (2nd ed., American Bar Association, 2008); Lead Author: Breakthrough, INC. High Growth Strategies for Entrepreneurial Organizations (Financial Times, London, 1999, with Anthony Grundy); Lead Author, Leadership Development for Educators, Rubenstein, Miles, and Bassi (Rowman and Littlefield Education, Lanham, New York, 2009); Author of numerous courses on Leadership for Lawyers, Ethics for Accountants, Sustainability, Strategic Management, Electronic Court Systems, & Forecasting; Attorney, Member DC, MD, VA, and Supreme Court Bars, Member, Federal District Court, Colorado. Founder of the David Warner Fellowship Fund for scholarships at the LBJ School of Public Affairs. Honors and Education: Washington and Lee University, B.A., Phi Beta Kappa, Omicron Delta Kappa, Captain and Four-Year Letterman, Golf Team, 1974; University of Bristol, Bristol, England, Diploma in Social Sciences, Rotary Ambassadorial Scholar, 1975; Master of Public Affairs, LBJ School of Public Affairs, UT Austin, 1977;Georgetown University Law Center, Juris Doctor, 1982.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 93
    Min.
  • 5/19/26
    Avail. to
  • DETAILS
Course1

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 1

$85.00
  • Instructor(s):  Michael Lehmann

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 1 Counseling a client about choice of entity for a nonprofit or charitable enterprise is a multilayered process.  First, clients need to understand that not all nonprofits are charities. Even if the enterprise is nonprofit and charitable in nature that does not necessarily mean the enterprise is eligible for tax-exempt status. Once these distinctions are made, attorneys need to counsel clients about the subtle advantages and disadvantages of four major types of entities, all formed under state law. Second, there is the distinct issue of how that entity is classified for federal tax purposes. Each classification comes with its own subtle tradeoffs.  This program will provide you with a practical guide to non-profit choice of entity and obtaining tax-exempt status.    Day 1          Framework of major choice of entity considerations for nonprofit and charitable organizations – corporations, LLCs and trusts          Private foundations v. public charities – tradeoffs, costs, compliance          Restrictions on the activities and investments of each type of entity, including joint ventures with profit-making organizations   Day 2          Considerations involving joint ventures between for-profit and non-profit entities          Practical Process of obtaining tax-exempt status – eligibility, timelines, and costs          Counseling clients about ongoing compliance reporting     Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations. He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning. Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 8/28/26
    Avail. to
  • DETAILS
Course1

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 2

$85.00
  • Instructor(s):  Michael Lehmann

Choice of Entity for Nonprofits & Obtaining Tax Exempt Status, Part 2 Counseling a client about choice of entity for a nonprofit or charitable enterprise is a multilayered process.  First, clients need to understand that not all nonprofits are charities. Even if the enterprise is nonprofit and charitable in nature that does not necessarily mean the enterprise is eligible for tax-exempt status. Once these distinctions are made, attorneys need to counsel clients about the subtle advantages and disadvantages of four major types of entities, all formed under state law. Second, there is the distinct issue of how that entity is classified for federal tax purposes. Each classification comes with its own subtle tradeoffs.  This program will provide you with a practical guide to non-profit choice of entity and obtaining tax-exempt status.    Day 1          Framework of major choice of entity considerations for nonprofit and charitable organizations – corporations, LLCs and trusts          Private foundations v. public charities – tradeoffs, costs, compliance          Restrictions on the activities and investments of each type of entity, including joint ventures with profit-making organizations   Day 2          Considerations involving joint ventures between for-profit and non-profit entities          Practical Process of obtaining tax-exempt status – eligibility, timelines, and costs          Counseling clients about ongoing compliance reporting   Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations. He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning. Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 8/29/26
    Avail. to
  • DETAILS
Course1

Core Concepts of Nonprofit Law - 2023 OBA Annual Meeting

$49.00
  • Instructor(s):  Jeri D. Holmes

Presented at the 2023 Oklahoma Bar Association Annual Meeting.                   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 50
    Min.
  • 1/22/25
    Avail. to
  • DETAILS
Course1

Governance for Nonprofit and Exempt Organizations

$85.00
  • Instructor(s):  Michael Lehmann

Governance for Nonprofit and Exempt Organizations Non-profit and tax exempt organizations of every size are complex organizations.  Boards of directors need to recruit and retain talented management, supervise the investment of endowments in often volatile markets, engage profit-making corporations in joint ventures, and ensure the integrity of systems and policies in environment of increased governmental and public scrutiny.  Effective governance of these organizations is essential to advancing the non-profit’s mission.  When governance fails, the organization itself and its directors are exposed to potential liability. This program will provide you with a practical guide to major governance issues for non-profits, including major management issues. Current IRS and attorneys general investigation and enforcement priorities Essential provisions of non-profit management agreements Best practices for determining executive compensation Fiduciary duties, potential liability, and indemnification of nonprofit directors and officers Compliance issues, including Form 990   Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations.  He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.  Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 3/2/26
    Avail. to
  • DETAILS
Course1

Nonprofits and Commercial Real Estate

$85.00
  • Instructor(s):  Michael Lehmann

Nonprofit and exempt organizations are often attracted to real estate because the asset class is seen as comparatively safe yet offers opportunities for long-term appreciation and, perhaps, ongoing income.  Even if these investment assumptions prove correct, real estate assets – ownership of exiting property, development of new property, or leasing activities – implicate a range of restrictions, complications, and compliance obligations.  These include regulatory restrictions depending on whether the real estate investment furthers the entity’s charitable purpose or not; collaborations with for-profit joint ventures; and debt financing of investments.  This program will provide you with a real world guide to advising nonprofit and exemption organization clients about real estate activities. ·         Use of 501(c)(3) funds for real estate acquisition and development ·         Restrictions of using nonprofit/exempt organization funds in for-profit real estate transactions ·         Compliance issues for nonprofit/exempt organizations participating in real estate deals ·         Planning for event something goes wrong – how to limit damage to for-profit and nonprofit Speaker: Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions.  He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations.  He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.  Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 3/24/25
    Avail. to
  • DETAILS
Course1

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community

$115.00
  • Instructor(s):  OBA CLE

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community Co-Sponsored by:The Oklahoma Bar AssociationThe Oklahoma Bar FoundationWatersEdge AdvisorsThe Oklahoma Association of Charitable Gift PlannersOklahoma Estate Planning Council   Learn about the legal frameworks, tax implications, and best practices for planned giving.   AGENDA 11:00 a.m. - 11:30 a.m. - Registration and Buffet Lunch 11:30 a.m. - 1:00 p.m. - Beyond Fundraising: Building Ethical Legacies Through Charitable Estate Planning 1:15 p.m. - 2:30 p.m. - Advancing Oklahoma Universities Through Planned Gifts and How You Can Help 2:45 p.m. - 4:00 p.m. - Fueling the Future: How Foundations Leverage Today's Gifts for Tomorrow's Impact       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 270
    Min.
  • 12/17/24
    Presented
  • DETAILS
Course1

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community

$115.00
  • Instructor(s):  OBA CLE

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community Co-Sponsored by:The Oklahoma Bar AssociationThe Oklahoma Bar FoundationWatersEdge AdvisorsThe Oklahoma Association of Charitable Gift PlannersOklahoma Estate Planning Council   Learn about the legal frameworks, tax implications, and best practices for planned giving.   AGENDA 11:00 a.m. - 11:30 a.m. - Registration and Buffet Lunch 11:30 a.m. - 1:00 p.m. - Beyond Fundraising: Building Ethical Legacies Through Charitable Estate Planning 1:15 p.m. - 2:30 p.m. - Advancing Oklahoma Universities Through Planned Gifts and How You Can Help 2:45 p.m. - 4:00 p.m. - Fueling the Future: How Foundations Leverage Today's Gifts for Tomorrow's Impact       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • In-Person
    Format
  • 270
    Min.
  • 12/17/24
    Presented
  • DETAILS