Massachusetts CLE - Finance and Banking Courses
This is a listing of Finance and Banking CLE Courses for Massachusetts. Please make your selection below of Massachusetts 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.
Massachusetts CLE
Accreditation Info
CLE is voluntary for Massachusetts attorneys. To view our full accreditation details please .
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Collateralized Debt Obligations and Credit Default Swaps: A Guide for Lawyers
What are Collateralized Debt Obligations (CDOs) and Credit Default Swaps (CDS)? How did they come to play, and continue to play, such prominent roles in the global economy? Ever wanted to know the difference between a CDO and a CLO? What are TruPs CDOs? And why are they so controversial as to remain in news headlines today? Get a real understanding of CDOs and CDSs, how they are structured and the litigation landscape regarding these investments today. This CLE course, presented by... More Info
$812.75General Credits -
The Law of Bank Payments
As people switch to online banking, the use of wire transfer payments has risen as well. With a focus on both consumer and commercial payments, this CLE course will review issues related to payments made by or through banks. Claims against banks concerning these payments as well as defenses banks may use against such claims. Laws with regard to payments through Federal Reserve Banks as well as government regulations concerning internet gambling will all be discussed. More Info
$812.5General Credits -
Purchase Or Sale Of A Business, Or Part Of A Business: Documents Boot Camp
The purchase or sale of businesses or ownership interest in a business require a tremendous number of documents. The primary ones include Asset Purchase Agreements, Stock Purchase Agreements and Membership Interest Purchase Agreements. This CLE course will explain and provide samples of all of these documents and others and explain when they should be implemented. Other documents to be explained include: Letters of Intent, Non-Disclosure Agreements, Authorizing Resolutions, Lien Search... More Info
$552.5General Credits -
So Your Commercial Borrower Is In Default? Protecting your Security Interest
Over the past few years, New Jersey has seen a drastic rise in defaults and delays on loan obligations and mortgage payments for commercial properties. This CLE course will focus on the wide variety of issues confronting banks, commercial lenders, loan holders and private investors and how they can protect their security interests by instituting foreclosure proceedings. These proceedings function to recover properties at issue and initiate proceedings to secure debt payments. The course will r... More Info
$552.25General Credits -
Medicaid Planning and Trusts: Planning for Your Client’s Incapacity
The aging of the population has only exacerbated the prohibitive cost of long term care. This CLE course will explain the latest developments in Elder Law and Medicaid Planning including eligibility and strategies for asset protection. The tax consequences, including income and estate taxes and exemptions, of Medicaid Trusts will also be discussed as well as real property transfers, liquid assets and basis issues. More Info
$552.25General Credits -
ABC's of Selling or Buying a Privately Owned Business
Whether you’re a seasoned M&A or a general attorney, the general practices of small company sale transactions may be relevant in a wide variety of cases. This CLE course will explain the three major stages of the process of buying or selling privately held businesses include issues related to pre-contract considerations, the actual sales contract and closing and post-closing concerns. More Info
$552.25General Credits -
What All Lawyers Need to Know about US Banking Law
Regardless of whether you are representing a bank or a client who is a counter-party to a bank, bank regulatory issues may arise. Designed for general practitioners, this CLE course will offer an overview on the complexities of the US banking system and the various applicable laws and regulations. The purpose of the course is to familiarize attorneys regarding the relevant regulators. How banks are formed, what they are permitted to do and other transaction-related issues will be discussed wit... More Info
$552General Credits -
Was the Pandemic a Short or Long Term Bankruptcy Sickness
Designed to offer a general overview of bankruptcy law, this CLE course will include a general description of the history of bankruptcy law as well as a description of the various chapters of bankruptcy, their function and how they differ. The course will address recent, significant amendments to the Bankruptcy Code, and explain how and when to complete a Chapter 13 form plan. A brief description of bankruptcy filing statistics and secondary sources for legal research will be presented... More Info
$552General Credits -
The Uses of an Economist to Prove and Rebut Proof of Economic Damages in a Personal Injury Case or Wrongful Death Case
This practice-oriented CLE course, designed especially for attorneys litigating death and/or personal injury cases, offers practical information on the retention of an economist. The course is applicable regardless of jurisdiction or whether an attorney is for the defendant or plaintiff, and will address finding and retaining economists, the information, factual or otherwise, that an economist will require, work product and direct examination. Comprehensive in scope, the course will pr... More Info
$552General Credits -
Setting Up Your Securities Clients For Success
Legal counsel will typically evaluate Exempt Offering Documents on legal grounds, ignoring the option of considering how offerings can be best articulated from the underwriting perspective. This CLE course will offer tips on how to approach securities documentation from the standpoint of underwriting standards which have the benefit of consistency and efficacy in offering documentation. The purpose of the course is to help legal counsel offer informed, risk-adjusted investment decision... More Info
$552General Credits
