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2024 Banking and Commercial Law Update

$175.00
  • Instructor(s):  OBA Financial Institutions and Commercial Law Section

2024 Banking and Commercial Law Update Presented by the OBA Financial Institutions and Commercial Law Section Program Planner: Eric L. Johnson AGENDA   TIME TOPIC SPEAKER     A Friend of a Friend Had  a Data Breach: Lessons for Banks from MOVEit and Other Vendor Breaches Anthony Hendricks, Shareholder/Director, Crowe & Dunlevy   The New UCC Article 12:  Explained Through Illustrations & Examples Professor Stephen Sepinuck, Vanderbilt Law School     Banking Law Updates Professor Sally Henry, Texas Tech University School of Law     State Commercial Finance Disclosure Laws and New State Regulations Lori E. Eropkin, Partner, Levinson Arshonsky Kurtz & Komsky, LLP     Bank Fraud and Other Deceptions: What Banks Need to Know Jessica L. Perry, Deputy Criminal Chief, U.S. Attorney’s Office - Western District of Oklahoma   Ethics, Addiction and More Richard Stevens, OBA Ethics Counsel   CFPB Updates for the Banking Lawyer Eric L. Johnson, Partner, Hudson Cook, LLP                                                               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
  • 352
    Min.
  • 12/31/26
    Avail. to
  • DETAILS
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2024 Oklahoma Access to Justice Summit - Closing Panel: The Lawyer as Changemaker

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Closing Panel: The Lawyer as Changemaker Lawyers do not exist in silos, and those who are most effective at achieving social change build intentionally collaborative and interdisciplinary approaches. Hear from an inspiring panel of leaders discussing how they view the role of the Lawyer as Changemaker.    PANEL MEMBERS:  Tamya Cox-Toure, Executive Director, ACLU of Oklahoma Veronica Laizure, Deputy Director, Council of American-Islamic Relations - Oklahoma Colleen McCarty, Executive Director, Oklahoma Appleseed Center for Law and Justice Tia Ebarb Matt, Clinical Professor of Law & Director of Experiential Education, OCU 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.
  • 10/30/26
    Avail. to
  • DETAILS
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2024 Oklahoma Access to Justice Summit - Courts in the Community

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Courts in the Community Courts are often intimidating and difficult to access for vulnerable populations. Hear about several examples of courts that are embracing different models to ensure trust from and access to the community.    PANEL MEMBERS:  Manny Hernandez, Community Relations Coordinator, Oklahoma City Municipal Court House Gerald Hofmeister, Municipal Court Judge, City of Tulsa Grace Spulak, Senior Court Management Consultant, National Center for State Courts       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.
  • 10/30/26
    Avail. to
  • DETAILS
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2024 Oklahoma Access to Justice Summit - Exploring New Models for Legal Access: Community Justice Workers

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Exploring New Models for Legal Access: Community Justice Workers.  A new approach to addressing legal deserts has been building across the country - training and supporting allied professionals to provide high-quality legal information and resources, and in some cases, supervised legal advice. Hear from models across Oklahoma and other states how community justice workers are expanding access to the legal system.      PANEL MEMBERS:   Joy Anderson, Community Justice Worker Resource Center Co-Director, Alaska Legal Services Corporation   Valerie Falls Down, Tribal Advocacy Coordinator, Tribal Advocacy Incubator Project   Stephanie Hudson, Executive Director, Oklahoma Indian Legal Services   Hayden Ramsey, Community Justice Worker, Montana Legal Services Association   Jennifer Tallbear, Community Justice Worker, Oklahoma Indian Legal Services           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.
  • 10/30/26
    Avail. to
  • DETAILS
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2024 Oklahoma Access to Justice Summit - Law + Policy: Taking Action on Eviction

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Law + Policy: Taking Action on Eviction All areas of law are an intersection between policy and practice, but none has had a higher level of visibility recently than eviction. Hear from a panel of practitioners and policy experts on how a coordinated approach between lawyers and advocates can make for better policy change.      PANEL MEMBERS:    Greg Beben, Attorney, Legal Aid Services of Oklahoma   Samira Nazem, Principal Court Management Consultants, National Center for State Courts   Delia Kimbrel, Director of Research and Data Strategy, ImpactTulsa   Jenna Pilcher, Staff Attorney, Oklahoma City University           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.
  • 10/30/26
    Avail. to
  • DETAILS
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2024 Oklahoma Access to Justice Summit - Opening Plenary: The Lawyer as Citizen

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Opening Plenary: The Lawyer as Citizen Hear inspiring remarks from Oklahoma City Mayor David Holt, Dean of Oklahoma City University College of Law. He will address the role of lawyer as citizen, and how the ideals of the law can inform collaborative, community-driven work.          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
  • 25
    Min.
  • 10/30/26
    Avail. to
  • DETAILS
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2024 Oklahoma Access to Justice Summit - Paths to Passion: Pursuing Public Interest Careers

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Paths to Passion: Pursuing Public Interest Careers Public interest careers can be a rewarding path at any point in a career journey. Hear from people responsible for hiring as well as attorneys who started their public interest journeys from different starting points on how and why to explore a career in public service.    PANEL MEMBERS:  Jessica Earley, Attorney  Stephanie Hudson, Executive Director, Oklahoma Indian Legal Services Paul Middleton, Attorney, Legal Aid Services of Oklahoma       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.
  • 10/30/26
    Avail. to
  • DETAILS
Course1

2024 Oklahoma Access to Justice Summit - Right to Counsel in Housing and Family Law

$25.00
  • Instructor(s):  Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - Right to Counsel in Housing and Family Law A panel of experts and practitioners will discuss the expansion of guaranteed right to counsel programs in Oklahoma and Missouri, focused on eviction and child welfare cases.    PANEL MEMBERS:  John Pollock, Coordinator, National Coalition for a Civil Right to Counsel Eric Hallett, Coordinator of Housing Advocacy, Legal Aid Services of Oklahoma Melissa Robinson, Councilwoman, City of Kansas City, MO Gwendolyn Clegg, Director, Oklahoma Office of Family Representation       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.
  • 10/30/26
    Avail. to
  • DETAILS
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2024 Who’s Hacking Lawyers, and Why?

$85.00
  • Instructor(s):  Lenné Espenschied

2024 Who’s Hacking Lawyers, and Why? As FBI Chief Christopher Wray recently reported to Congress, cyber attacks are on the rise, and Checkpoint Research reports that 1 out of every 40 attacks is against law firms and law departments. Unfortunately, lawyers are prime targets for hackers due to the nature of privileged client information we receive. In this updated 2024 version of our very popular program, you'll learn about 7 recent hacking attacks involving excellent national law firms and courts, who is hacking lawyers, how they’re gaining access to massive troves of information, which lawyers make the most likely targets, and how to protect against hacks.   SPEAKER:  Lenné Espenschied Lawyer, Author, National Speaker and Professor Lenné Eidson Espenschied has earned her status as one of the two most popular contract drafting speakers in the U.S. by continually striving for excellence and providing innovative, practical skills-based training for transactional lawyers. She practiced law in Atlanta, Georgia for 25 years, focusing on corporate and transactional representation of technology-based businesses. She is the author of two books published by the American Bar Association: Contract Drafting: Powerful Prose in Transactional Practice (ABA Fundamentals, 3rd Ed. 2019) and The Grammar and Writing Handbook for Lawyers (ABA Fundamentals, 2011). After graduating from the University of Georgia School of Law magna cum laude, Ms. Espenschied began her legal practice at the firm now known as Eversheds Sutherland; she also served as Senior Counsel in the legal department of Bank of America before eventually opening her own law office. As a law professor, Ms. Espenschied taught commercial law, contracts, and contract drafting. Her passion is helping lawyers acquire the skills they need to be successful in transactional practice.       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.
  • 12/31/26
    Avail. to
  • DETAILS
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2025 Impaired Driving Seminar

$175.00
  • Instructor(s):  OBA CLE

2025 Impaired Driving Seminar Course Description:This comprehensive seminar offers a practical and informative overview of DUI law and related enforcement procedures. Participants will gain essential knowledge of DUI basics, including legal definitions and case law foundations. The course covers critical topics such as Administrative License Revocation (ALR) and Implied Consent Appeals, tribal law considerations in DUI cases, and the use and regulation of ignition interlock devices. Attendees will also explore the Impaired Driver Accountability Program (IDAP), the fundamentals of Standardized Field Sobriety Testing (SFST), and key protocols in chemical testing. Whether you are new to DUI defense or seeking a refresher on current practices and policies, this seminar provides the tools and insights you need to navigate this complex area of law. Administrative License Revocation/Implied Consent Appeals - Candice Milard, Charles Thompson, Sara Franco, Sam Davis (Service Oklahoma) Tribal Law – Greg Metcalfe (Department of Public Safety) Ignition Interlocks and the Impaired Driver Accountability Program - Shelly Schultz (Safety Advocacy for Empowerment) and Josh Smith (Board of Tests for Alcohol and Drug Influence) Standardized Field Sobriety Testing – Lt. Mike Shanholtzer (Oklahoma Highway Patrol) Chemical Testing – Josh Smith (Board of Tests for Alcohol and Drug Influence) DUI Basics - Kevin Behrens       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
  • 290
    Min.
  • 12/31/27
    Avail. to
  • DETAILS
Course1

2025 Legislative Debrief

$99.00
  • Instructor(s):  Legislative Monitoring Committee

2025 Legislative Debrief Legislative Monitoring Committee Originally Recorded on August 22, 2025   Topic Speaker     Legislative and Executive Panel   Representative Collin Duel, House District 31  Senator Brent Howard, Senate District 38 Representative Mike Osburn, House District 81 Senator Michael Brooks, Senate District 44 60 Bills in 60 Minutes Family Law Stacy Acord, McDaniel Acord Government Law James Rucker, Deputy General Counsel, Oklahoma Dept. of Agriculture  Education Law Hayley Jones, Associate General Counsel, Oklahoma City Public Schools Estate Law Terrell Monks, Oklahoma Estate Attorneys, PLLC  Courts Judge Thad Balkman, Cleveland County District Court   Initiative Petitions and SB 1027 Randall Yates, Director, Crowe & Dunlevy Adam C. Doverspike, Shareholder, Gabel Gotwals What’s Next? Brett Robinson, Managing Principal, HB Strategies Clay Taylor, Taylor Capitol Group       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
  • 180
    Min.
  • 8/26/26
    Avail. to
  • DETAILS
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Family Law Section - Last Chance CLE 2024

$150.00
  • Instructor(s):  OBA Family Law Section

Family Law Section - Last Chance CLE 2024 Presented by the OBA Family Law Section Program Planner: Anastasia Krich-Mahoney   - Ed Lindsey - Integrative and Distributive Negotiation in Family Law Matters   - Ryan Reaves – More Appellate Considerations in Trial Court   - Julie Bays - Law and Technology: Recent Developments and Tools to Elevate Your Practice   - Lizzie Riter and Emmalene Stringer - Working with Child Support Services   - Stacy Acord, Trisha Archer, and Amy Page – Practicing Family Law in Tribal Courts   - Virginia Henson – How to Practice Family Law and Not Lose Your Mind (Ethics)       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
  • 420
    Min.
  • 12/31/26
    Avail. to
  • DETAILS
Course1

Fiscal Terms in Host Government Instruments in International Petroleum Transactions

$100.00
  • Instructor(s):  Brooke E. Jackson

Fiscal Terms in Host Government Instruments in International Petroleum Transactions Presented by the OBA International Law Section   Fiscal Terms in Host Government Instruments in International Petroleum Transactions   This 2-hour CLE course provides an in-depth overview of how host governments structure fiscal terms in petroleum contracts and the impact on investment strategies. Topics include bonuses, royalties, profit-sharing mechanisms, progressive fiscal terms, special petroleum taxes, and modern contract models such as concessions, production sharing contracts, gross-split, service contracts, and joint venture agreements.   Speaker:  Brooke E. Jackson, Visiting Assistant Professor, University of Oklahoma College of Law  Brooke Jackson teaches International Petroleum Transactions and first-year Contracts. She brings a dynamic mix of litigation experience and subject-matter expertise in energy law, corporate law, international law, and complex civil litigation. Before joining the University of Oklahoma College of Law, Jackson served as Counsel at Mach Natural Resources LP, a publicly traded oil and gas company, where she managed litigation, negotiated contracts, and played a central role in legal operations. Her earlier experience includes serving as a staff attorney for Judge Trevor Pemberton at the Oklahoma Court of Civil Appeals and as a litigation associate at Whitten Burrage, where she was part of the legal team representing the State of Oklahoma in its landmark opioid litigation. Recognized as one of Oklahoma City’s “Wildly Capable Women” by Hundred Magazine and honored as the NextGen Under 30 Spirit of Oklahoma award recipient, Jackson is an active member in the Oklahoma legal community. She has held leadership positions in the Oklahoma Bar Association’s International Law Section and the Oklahoma City Chapter of the Federal Bar Association.  Jackson is a 4.0 graduate of the University of Oklahoma with a B.A. in History and a Minor in Nonprofit Management and earned her J.D. from the University of Oklahoma College of Law. While in law school, she served as Articles Editor for the American Indian Law Review and received the Joel Jankowsky Award, the Oklahoma Bar Association Outstanding Senior Law School Student Award, and the Lee B. Thompson Sr. Award.      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
  • 120
    Min.
  • 12/31/27
    Avail. to
  • DETAILS
Course1

Snow, Taillights, and Reasonable Doubt: The Karen Read Murder Trial

$100.00
  • Instructor(s):  Joel Oster

Snow, Taillights, and Reasonable Doubt: The Karen Read Murder Trial In the freezing winter of 2022, Boston Police Officer John O’Keefe was found dead in a snowbank outside a fellow officer’s home. His girlfriend, Karen Read, was accused of killing him with her SUV and leaving him to die. What followed were two high-profile trials — the first ending in a mistrial, the second in a full acquittal — that captured national attention and became a masterclass in the art of creating reasonable doubt. In this engaging, story-driven CLE, we’ll walk through both trials, analyze the prosecution’s and defense’s theories, compare the two proceedings, and break down the strategies that led to the ultimate not-guilty verdict. Along the way, you’ll gain practical trial tips for defending circumstantial murder cases, managing pretrial publicity, and leveraging jury instructions to your advantage. Learning ObjectivesBy the end of this session, participants will be able to: Compare and contrast prosecution and defense strategies in the first and second Karen Read trials. Identify key evidentiary and procedural differences that contributed to differing outcomes. Apply effective techniques for creating reasonable doubt in a circumstantial case. Recognize the role of investigative bias and media influence in shaping trial narratives. Integrate jury instructions strategically into closing arguments for maximum impact. Early morning, Canton, MA. John O’Keefe, a respected Boston Police officer, found in the snow outside a fellow officer’s home. Injuries: head trauma, hypothermia. Karen Read — a financial analyst, former girlfriend, last known person to see him alive. Eyewitness fragments: late-night drop-off, SUV taillight debris, cracked rear light on Read’s car. Early decisions in evidence collection (or lack thereof) that will haunt both trials.        The Prosecution’s Theory   Prosecutor’s circumstantial evidence approach — strengths and vulnerabilities. How to keep a chain of circumstantial evidence unbroken (and what happens if a single link breaks). Intent issues: murder vs. manslaughter considerations.  The Defense’s Theory O’Keefe was assaulted inside the home or nearby, not struck by Read’s SUV. Taillight debris could have been planted or misinterpreted. Police officers at the afterparty had motive to close ranks. Investigators ignored key evidence that pointed away from Read.  The “alternate perpetrator” defense — when it’s powerful and when it’s risky.  Using investigative gaps to your advantage (and avoiding speculation that alienates jurors).  The tightrope between conspiracy suggestion and credible alternate theory. Review of key witness testimony Review of closing statements How juror disagreement in a mistrial can foreshadow acquittal (or retrial strategy). Media leaks, pretrial publicity, and their role in juror psychology. Lessons from first trial mistakes: when to not overcomplicate your narrative. Prosecutors streamline case — fewer witnesses, cleaner exhibits. Defense sharpens expert testimony — snow temperature, injury timelines, biomechanics of SUV strikes. Prosecution’s burden becomes more visible — each link in the circumstantial chain questioned. Jury instructions hammer home: if any link fails, the chain is broken. Verdict: not guilty on all counts. Lessons Learned   How small strategic shifts flipped the outcome. The underestimated power of concise, consistent defense messaging. Importance of jury instruction emphasis in closing argument.  Side-by-side differences: witness credibility, expert scope, jury demeanor, press coverage. How the defense learned to avoid overreaching and stuck to provable doubts. How prosecution’s narrowing case actually made it easier for defense to attack individual links. Practical Trial Tips: Attack the weakest link early — don’t wait for closing. Always give jurors a plausible alternative — not just “maybe it didn’t happen.” Use experts as translators — jurors trust explanations more than raw data. Exploit contradictions between trials — testimony shifts destroy credibility. Make jury instructions your co-counsel — rehearse your closing around the “burden of proof” language. Speaker:  Joel is a seasoned litigator and regular speaker to attorneys and non-attorneys alike.  He currently is in private practice in Kansas City, specializing in constitutional litigation, campaign finance, sports law and appellate advocacy.  He previously served as senior counsel with Alliance Defending Freedom at its Kansas City Regional Service Center. While at ADF, he was counsel for the Town of Greece, New York in the landmark case Galloway v. Greece.  Joel argued the case before the United States District Court for the Western District of New York and the Second Circuit, and was part of the legal team presenting the case to the U.S. Supreme Court where they successfully defended the Town against a challenge to its practice of opening its sessions with an invocation. Oster regularly litigates First Amendment issues.  As lead counsel in Freedom from Religion Foundation v. Obama, Oster skillfully defended the constitutionality of the National Day of Prayer against an Establishment Clause challenge. Before the U.S. Court of Appeals for the 8th Circuit, he successfully defended the right of an organization to have a pro-life specialty license plate in Missouri in Roach v. Stouffer. In Wigg v. Sioux Falls School District, he successful represented an elementary school teacher in obtaining equal access to school facilities after contract time after she was denied that right based on the viewpoint of her speech.  In addition, Oster has defended various churches based on the Religious Land Use and Institutionalized Persons Act, against discriminatory zoning codes and regulations.  Oster also has defended various individuals, corporations, and political committees against discriminatory and unconstitutional campaign finance regulations.  Joel has also spoken to thousands of attorneys across the United States and has learned from their successful and unsuccessful legal practices.  Joel brings this practical perspective to all his seminars. Oster earned his J.D. in 1997 from the University of Kansas School of Law.Oster is admitted to the bar in Kansas, Missouri, Florida, and numerous federal courts.       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
  • 121
    Min.
  • 12/31/27
    Avail. to
  • DETAILS
Course1

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

$99.00
  • 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   Beyond Fundraising: Leaving Ethical Legacies Through Charitable Estate Planning                   Julie Stanley, Emily Collins, and Steve Kaestner   Advancing Oklahoma Universities Through Planned Gifts and How the Advisor Community Can Help             James Corey and Jay Kahn   Fueling the Future: Endowment Essentials         Ben Stewart and David Depuy   How Funders and Foundations Leverage Today’s Gifts for Tomorrow’s Impact           Renee Demoss, Sue Ann Arnall and Ginny Bass Carl   Closing Remarks                     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
  • 238
    Min.
  • 1/3/27
    Avail. to
  • DETAILS