Real Estate Law

Towd Point Mortgage v. Clavijo

Illinois Appellate Court
Civil Court
Mortgage Foreclosure
Citation
Case Number: 
2024 IL App (1st) 232195
Decision Date: 
Friday, December 20, 2024
District: 
1st Dist.
Division/County: 
5th Div./Cook Co.
Holding: 
Affirmed in part and reversed in part.
Justice: 
MIKVA

In a mortgage foreclosure action involving a deceased mortgagor, a beneficiary of the decedent’s estate brought a motion to vacate the judgment of foreclosure and order approving the sale of the home, arguing that she was not properly served. The plaintiff argued that the beneficiary was a permissive, rather than a necessary, defendant. The appellate court affirmed in part and reversed in part, finding that the beneficiary was entitled to have the judgment vacated as to her because she was never properly served but that because she was a non-necessary party and because the estate was properly served, the trial court was properly vested with jurisdiction to foreclose on the mortgage and that the beneficiary failed to demonstrate an interdependence of the parties’ rights such that the judgment must be vacated as to all of them. (ODEN JOHNSON and NAVARRO, concurring)

6th Annual Abraham Lincoln's Legal Legacy: Lessons for Today's Lawyers - Democracy, The Constitution, and Lincoln the Lawyer/President - Part 2

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Co-sponsored by the Abraham Lincoln Association


2.75 hours MCLE credit, including 2.75 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Friday, September 6, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­January 6, 2027 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss ISBA’s 6th Annual Abraham Lincoln’s Legal Legacy seminar as we study Lincoln’s actions as a lawyer and President in facing threats to democracy in America and the United States Constitution. The program takes place in Springfield, which was the center of Lincoln’s law practice and three partnerships, and where Lincoln developed his understanding of the democratic process and his interpretation of the Constitution. It was the venue for many of Lincoln’s significant trials, including the “Peachy” Quinn Harrison murder trial. Join us for this in-depth look at how Lincoln’s view of the Constitution changed over time and evolved into the use of his Presidential War Powers to advance the case of Union and emancipation. Additional topics include:
  • How the 1909 Centennial Celebration of Lincoln’s birth resulted in no minorities attending the festivities and how, at the same time in New York City, concerned citizens formed the NAACP to discuss and address racism and white supremacy in the U.S.;
  • The current ethical issues facing attorneys, including lawyer-client privilege, confidentiality concerns, and limits on lawyers and litigants’ speech during trials;
  • How future lawyers can research Lincoln’s legal career and cases;
  • What current and future lawyers can learn from Lincoln’s legal legacy; and
  • Much more.

Program Coordinators:
J. Steven Beckett, Steve Beckett Law Office LLC, Urbana
Hon. Ronald D. Spears (ret.), Spears Dispute Resolution LLC, Taylorville

Contemporary Ethical Issues*
Join us for a discussion on the ethical issues facing lawyers today, including lawyer-client confidences, confidentiality requirements, restrictions on speech by lawyers and clients during trial, and more.
Melissa A. Smart, Director of Education, Attorney Registration & Disciplinary Commission, Chicago

Looking for Lawyer Lincoln? How Future Lawyers Can Access Lincoln’s Legal Cases, Papers, and Career*
John Lupton, Illinois Supreme Court Historic Preservation Commission, Springfield

Lincoln’s Legacy as Lawyer/President*
This panel presentation discusses what current and future generations of lawyers can learn from Abraham Lincoln as a lawyer and a President.
Moderator: Hon. Ronald D. Spears(ret.), Spears Dispute Resolution LLC, Taylorville
J. Steven Beckett, Steve Beckett Law Office LLC, Urbana
Prof. Brian Dirck, Anderson University, Indiana
Guy C. Fraker, Attorney and Author, Bloomington
John Lupton, Illinois Supreme Court Historic Preservation Commission, Springfield


Program Information:
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $96.25 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $192.50
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

6th Annual Abraham Lincoln's Legal Legacy: Lessons for Today's Lawyers - Democracy, The Constitution, and Lincoln the Lawyer/President - Part 1

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Co-sponsored by the Abraham Lincoln Association


3.0 hours MCLE credit, including 2.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Friday, September 6, 2024
Accreditation Expiration Date: January 6, 2027 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss ISBA’s 6th Annual Abraham Lincoln’s Legal Legacy seminar as we study Lincoln’s actions as a lawyer and President in facing threats to democracy in America and the United States Constitution. The program takes place in Springfield, which was the center of Lincoln’s law practice and three partnerships, and where Lincoln developed his understanding of the democratic process and his interpretation of the Constitution. It was the venue for many of Lincoln’s significant trials, including the “Peachy” Quinn Harrison murder trial. Join us for this in-depth look at how Lincoln’s view of the Constitution changed over time and evolved into the use of his Presidential War Powers to advance the case of Union and emancipation. Additional topics include:
  • Lincoln’s representation in the high-profile “Peachy” Quinn Harrison murder trial. (Robert Hitt, a court stenographer at the time, recorded the trial and produced a trial transcript, which is now preserved at the Abraham Lincoln Library and Museum);
  • The 1908 Springfield Race Riot and how its violence and aftermath showed the nation that Lincoln’s struggle for freedom and equality for all citizens was far from a reality;
  • Much more.

Program Coordinators:
J. Steven Beckett, Steve Beckett Law Office LLC, Urbana
Hon. Ronald D. Spears (ret.), Spears Dispute Resolution LLC, Taylorville

Lincoln’s Evolving Views on the Constitution as Lawyer and President*
The program’s opening segment examines Lincoln’s loyalty to the rule of law and commitment to democracy and the rights enshrined in the Declaration of Independence, while at the same tine operating under a Constitution that protected slavery.
Prof. Brian Dirck, Anderson University, Indiana

Lincoln and the “Peachy” Quinn Harrison Murder Trial*
In 1859, a former law clerk of Lincoln’s was murdered, but Lincoln defended the accused, who happened to be the grandson of Reverend Peter Cartwright (who had run against Lincoln for office twice) and the son of a prominent political supporter. Don’t miss this in-depth look at one of Lincoln’s most high profile trials.
Guy C. Fraker, Attorney and Author, Bloomington

1908 Springfield Race Riot
This segment examines the events leading up to racial violence in Lincoln’s Hometown in August 1908, as well as its aftermath.
Kathryn Harris Former Division Manager of Library Services of Abraham Lincoln Presidential Library and Museum and Past-President of Abraham Lincoln Association


Program Information:
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $105 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $210
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Business Associates and HIPAA: Your Obligation and the Professional Responsibility Requirements

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Health Care Law Section and ISBA Privacy and Information Security Law Section


1.0 hour MCLE credit, including 1.0 hour Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Tuesday, November 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­December 2, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


While the HIPAA Privacy and Security Rules went into effect over 20 years ago, lawyers in a variety of different practices representing a wide-range of businesses need to be proficient when advising their clients who may be HIPAA-covered entities or business associates. For example, is an IT retailer a business associate when hooking up Wi-Fi to enable a remote patient monitoring system at a customer’s home? Or when a lawyer conducts due diligence during the acquisition of real estate and has access to protected health information (PHI) … is the lawyer now a business associate? Join us for an in-depth look at the Illinois Rules of Professional Conduct and how they may pertain to the unique cases you or your client may encounter, while giving you the tools you need to comply with the rules regarding competency, confidentiality, technology, conflicts of interest, and more! Listen as our experienced panelists explain relevant Illinois Rules of Professional Conduct and apply those rules to cases that address the following topics:
  • How to identify whether an arrangement creates a business associate relationship;
  • How to draft and negotiate business associate agreements that are tailored to the relationship and other types of agreements to offer to refrain from being a business associate;
  • Proactive steps for protecting the privacy and security of PHI when advising your client who is a business associate for the first time; and
  • How being a business associate (or not) impacts obligations under breach notification laws.

Program Coordinator/Chat Moderator:
Rick L. Hindmand , McDonald Hopkins LLC, Chicago

Program Moderator:
Fariz M. Burhanuddin , Burhanuddin Law, Chicago

Program Speakers:
Ryan Benz , AdventHealth, Florida
Marilyn Hanzal , Attorney at Law, Chicago
Valerie Breslin Montague
, Nixon Peabody LLP, Chicago



Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Mental Health 101: Strategies for Thriving, Not Just Surviving

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Young Lawyers Division


1.0 hour MCLE credit, including 1.0 hour  Professional Responsibility MCLE credit in the following category: Mental Health and Substance Abuse


Original Program Date:
November 5, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­December 2, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


As attorneys, we work long hours, juggle multiple cases simultaneously, spend a large amount of time researching case law and preparing legal documents, and have strict deadlines that must be remembered (and met!) – all while staying up to date on the ever-changing laws and regulations that will impact our clients and practice. These mental demands can take its toll and leave us feeling deflated, burnt out, and running on fumes. Join us for this online seminar that teaches you how to create a better work-life balance, while still meeting your professional and personal goals. Topics include:
  • Positive strategies to enhance your self-care;
  • How to practice mindful stress management;
  • Tactics for building your resilience and mental fitness; and
  • How to find your perfect mental health space.

Program Coordinator:
Jason R. Blumenthal, Donahue & Rose P.C., Rosemont

Program Chat Moderator:
Courtney A. Berlin, Clifford Law Offices, Chicago

Program Speaker:
Erin Clifford
, Clifford Law Offices, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

4th Annual Abraham Lincoln's Legacy: Overcoming Prejudice and Racial Discrimination in the Legal Profession - Part 2

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Co-sponsored by the Abraham Lincoln Association


3.0 hours MCLE credit, including 3.0 hours Professionalism Responsibility MCLE credit in the following category:
  • 1.0 hours Professionalism, Civility, or Legal Ethics credit
  • 2.0 hours Diversity and Inclusion credit


Original Program Date: September 9, 2022
MCLE Accreditation Extension Period: November 21, 2024 - November 20, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss ISBA’s 4th Annual Abraham Lincoln’s Legal Legacy seminar as we take an in-depth look at how to overcome prejudice and racial discrimination in the legal profession. The program offers an informative, historical look at how far we’ve come as a society – and how far we have yet to go. Topics include:
  • The remnants of prejudice and discrimination in the legal profession today and why diversity in the Bench and Bar matters;
  • The ethical issues created by judicial bias or prejudice;
  • What we can learn from Lincoln’s ability to overcome prejudice and defend civil rights equality; and
  • Much more.


Program Coordinators:
J. Steven Beckett, Beckett Law Office, P.C., Urbana
Hon. Ronald D. Spears (Ret.), Spears Dispute Resolution LLC, Taylorville

Current Issues involving Bias, Prejudice, and the Need for Diversity
Explore the current issues involving bias, prejudice, and the need for diversity in the legal profession (and how we can make our profession better) with this informative panel discussion.
Moderator: J. Steven Beckett, Beckett Law Office, P.C., Urbana
Eve M. Blackwell, Attorney at Law, Springfield
Melodi D. Green, Chief Diversity and Inclusion officer, City of Peoria, Peoria
Gregory K. Harris, U.S. Attorney, Central District of Illinois, Springfield
Sierra Senor-Moore, Assistant U.S. Attorney, Central District of Illinois, Springfield
Ruth A. Waller, Attorney at Law, Decatur

Contemporary Ethical Issues
Don’t miss this in-depth look at the ethical issues facing lawyers and judges today – from prejudice and incivility to inherent biases against those different from ourselves.
Hon. Raymond J. McKoski (ret.), University of Illinois Chicago School of Law, Lake Villa

Lincoln’s Evolution from Anti-Slavery to Equality of Civil Rights
Learn how lawyers can overcome prejudice by examining Abraham Lincoln’s move from anti-slavery beliefs to his stance on civil rights equality throughout his lifetime.
Moderator: Hon. Ronald D. Spears (Ret.), Spears Dispute Resolution LLC, Taylorville
J. Steven Beckett, Beckett Law Office, P.C., Urbana
Prof. Roger Billings, Northern Kentucky School of Law (Ret.), Kentucky
Guy C. Fraker, Attorney and Author, Bloomington



Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $105 is displayed below when you login and program is eligible for Free CLE member benefit
    • Non-Member Price $210
    • New Attorney Member (within he first five years of practice) - $25
    • Law Students - Free

4th Annual Abraham Lincoln's Legacy: Overcoming Prejudice and Racial Discrimination in the Legal Profession - Part 1

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Co-sponsored by the Abraham Lincoln Association


3.0 hours MCLE credit, including 3.0 hours Professionalism Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: September 9, 2022
MCLE Accreditation Extension Period: ­­­­­­­November 21, 2024 - November 20, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss ISBA’s 4th Annual Abraham Lincoln’s Legal Legacy seminar as we take an in-depth look at how to overcome prejudice and racial discrimination in the legal profession. The program offers an informative, historical look at how far we’ve come as a society – and how far we have yet to go. Topics include:
  • The evolution of Lincoln’s view on racial equality – from his view of the Declaration of Independence up to his “final speech”;
  • The arguments on race that took place between Lincoln and Senator Stephen Douglas during the 1847 Debate;
  • How to represent unpopular clients or cases (and how Lincoln handled this very situation); and
  • Much more.

Program Coordinators:
J. Steven Beckett, Beckett Law Office, P.C., Urbana
Hon. Ronald D. Spears (Ret.), Spears Dispute Resolution LLC, Taylorville


Lincoln’s Legal Cases involving Slavery
This segment examines Lincoln’s legal cases involving slavery, including Matson v. Ashmore in which Lincoln defended the slave-owner in Coles County, Illinois in 1847.
John A. Lupton, Supreme Court Historic Preservation Commission, Springfield

Lincoln and Douglas: The 1847 Debate
This presentation discusses the debates and arguments on race that took place in Charleston, Illinois between Abraham Lincoln (who as the Republic Party candidate for the U.S. Senate) and Senator Stephen Douglas (the Democrat incumbent).
Hon. Ronald D. Spears (Ret.), Spears Dispute Resolution LLC, Taylorville

Lawyer Representation of Unpopular People and Causes
Join us for this informative panel presentation that discusses the representation of unpopular clients or cases, as well as the attacks in later political campaigns and judicial confirmation proceedings.
Moderator: Hon. Ronald D. Spears(Ret.), Spears Dispute Resolution LLC, Taylorville
J. Steven Beckett, Beckett Law Office, P.C., Urbana
Prof. Roger Billings, Northern Kentucky School of Law (Ret.), Kentucky
Guy C. Fraker, Attorney and Author, Bloomington



Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $105 is displayed below when you login and program is eligible for Free CLE member benefit
    • Non-Member Price $210
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students - Free

In re Application of County Treasurer and ex officio County Collector of DuPage County

Illinois Appellate Court
Civil Court
Due Process
Citation
Case Number: 
2024 IL App (3d) 220465
Decision Date: 
Wednesday, October 9, 2024
District: 
3d Dist.
Division/County: 
Du Page Co.
Holding: 
Reversed and remanded.
Justice: 
HETTEL

Petitioner, an investment company, appealed after the trial court granted a motion by respondent that vacated a prior order issuing a property tax deed to the petitioner. The trial court vacated the property tax deed after finding that respondent’s due process rights were violated and that the petitioner committed fraud. The appellate court reversed and remanded, finding that petitioner was not required to provide notice to a prior tax purchaser and, as a result, due process did not require petitioner to identity who had previously paid taxes on the property. The appellate court further held that the circuit court erred in finding that petitioner committed fraud because there were no facts in the record that supported a finding that petitioner failed to disclose any information known to it at the time of the prove-up hearing. (BRENNAN, concurring and McDADE, concurring in part and dissenting in part)

Navigating Restrictions and Transparency Requirements of Foreign Investments in U.S. Land - Part 2

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA International & Immigration Law Section
Co-Sponsored by the ISBA Agricultural Law Section and ISBA Real Estate Law Section


1.0 hour MCLE credit


Original Program Date: Friday, September 27, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­October 10, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Nearly 41 million acres of land is owned (in part or in full) by foreign entities …
with minimal federal regulation.


Join us for Part 2 as we continue our in-depth discussion on the federal and state rules regulating foreign ownership of U.S. land, including the reporting requirements of foreign investments in U.S. businesses and agriculture. Real estate lawyers, agricultural law attorneys, business advice and financial planning practitioners, and international/immigration counsel with intermediate practice experience who attend this online seminar will better understand:
  • The federal and state legislative and litigation updates you need to be aware of;
  • Illinois’ reporting requirements;
  • The Corporate Transparency Act reporting requirements for certain foreign entities;
  • How to navigate foreign ownership restrictions and title/escrow issues;
  • The pitfalls to avoid and practical takeaways to be aware of when conducting real estate transactions in Illinois and surrounding states;
  • The various hiccups that can arise, including types of restrictions, transaction hang ups, chain of title considerations, pre-approval requirements, and possible penalties; and
  • Much more.

Program Coordinator/Chat Moderator:
Angela Peters, Buffalo Grove Law Offices, Arlington Heights

Program Speaker:
Harrison Pittman , Director, National Agricultural Law Center (NALC), Arkansas
Jen Modjeska
, Divisional Underwriting Counsel, First American Title Insurance Company, Washington


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

15 Hour Solo & Small Firm Bundle - 2024

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Empowering Attorneys with Practice and Technology Tools
Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


15.0 hours General MCLE credit, including 14.50 hours of Professional Responsibility MCLE credit in the following category:
  • 12.0 hours Professionalism, Civility, Legal Ethics credit, or Sexual Harassment Prevention
  • 1.50 hour Mental Health and Substance Abuse credit
  • 1.0 hour Diversity and Inclusion credit


Original Program Date: Thursday, September 19, 2024 – Friday, September 20, 2024
Accreditation Expiration Date: October 28, 2026 (You must certify completion
and save your certificate before this date to get MCLE credit)


Please Note: Per the MCLE Board rules, attorneys may not claim credit for watching the same program twice within a 12-month period.


Originally Presented as part of the ISBA’s
Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools


Get the practice tips and technology tools you need to build a better practice – from how to implement the leadership strategies you need for a bias-free future workplace, to using artificial intelligence to successfully market your practice. Attorneys with all levels of practice experience who attend this online program will better understand:
  • How to use employment law basics to better manage your law office;
  • How artificial intelligence tools can streamline research, enhance case preparation, and improve client service;
  • The tips and tricks you need to know for incorporating the latest technologies into the everyday practice;
  • How to build and maintain successful client management;
  • The technology tools you need to manage your time;
  • How to build and grow an effective team, while overcoming HR management issues;
  • How Microsoft 365 can help you be more efficient;
  • Strategies for boosting your law firm income;
  • How to keep your client communications safe and avoid email compromise;
  • The ethical conundrums to avoid; and
  • Much more!

Thank You to Our Sponsors!
Diamond Sponsor – ISBA Mutual Insurance Company
Gold Sponsors – Sprunger PEO; Churchill Reporting
Silver Sponsors – ABA Retirement; Advocus National Title Insurance Company; PracticePanther; CLIO



Beyond Bias: Strategies for Inclusive Legal Leadership*
1.0 hour Diversity & Inclusion credit
Lawyers are leaders in society and the workplace. As such, we must ensure we're creating a workplace environment that is both productive and inclusive. Learn how to identify biases and stereotypes with this in-depth discussion on why it’s important to create diversity in the legal workplace and how to implement the leadership strategies you need for a bias-free future workplace.
Moderator: Diana C. Servos, S.T. Legal Group, Deerfield
Julia Roundtree Livingston
, Illinois Supreme Court Commission on Professionalism, Chicago

Marketing Your Practice with the Assistance of Artificial Intelligence
Want to save money on your marketing and have your marketing be more effective? Incorporating AI can decrease the need to spend money on marketers, can increase your reach to potential clients/referral sources, and can make it easier for clients to find you. Learn how you can incorporate AI into your firm's marketing with actionable advice that you can implement today.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Andrew G. Vaughn, Deviant Marketing, Chicago

Employment Law Basics for Managing Your Office
Get the employment law basics you need to manage your office with this informative segment. Topics include: the 1099 changes you need to be aware of, the parameters for people working for free, and what you need to know about Form W-2.
Moderator: John Locallo, Amari & Locallo, Chicago
Jerri Adams Belcher, Engelmeier & Umanah, Minnesota

Artificial Intelligence and the Legal Profession
This presentation explores how artificial intelligence is transforming the legal profession, with a special focus on the unique needs of small firms and solo practitioners. Learn how artificial intelligence tools can streamline research, enhance case preparation, and improve client service, offering a competitive edge in the evolving legal landscape. We'll also discuss practical steps for adopting AI technology to maximize efficiency while maintaining the personal touch that small firms pride themselves on.
Moderator: Diana C. Servos, S.T. Legal Group, Deerfield
Christina Jack, VLex, Wisconsin

Using Technology as a Client Communication Tool
This session provides practitioners helpful tips and tricks for incorporating the latest legal technology into everyday practice. Learn about virtual and cloud-based practice management options, engaging clients through client portals, creating and using automated templates to streamline communication, and security considerations of communicating with clients using these tools, including how to respond in times of crisis. Communication by texting and voice mail is also addressed, along with tips for setting boundaries.
Moderator: Rachel N. Hernandez, Bruckner Hernandez Legal Solutions, St. Charles
Michael P. McCready, McCready Law, Chicago

Best Practices for Successful Client Management
This segment offers the best practice tips you need to build and maintain successful client management. Topics include: intake, termination, and communication.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Melissa Smart, Attorney Registration & Disciplinary Commission, Chicago

Time Management Technology Tools
This session focuses on making technology work for you. Learn tech-oriented tools designed to make a lawyer’s life easier, strategies for learning how to use new technology, and the research regarding multitasking and how staying concentrating on one thing at a time can make lawyers far more efficient. We’ll talk about technologies, techniques, and apps applicable to computers, smartphones, and tablets.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Jeffrey Schoenberger, Affinity Consulting Group, Ohio

Building and Growing an Effective Team and HR Management Issues
This presentation offers a look at how to build and grow an effective team while overcoming HR management issues. Topics include: how to address the hiring challenges you may face (such as competing with government and not-for-profits), building relationships, the generational issues to be aware of (and how to address them), and tips on how to make a profit.
Moderator: John Locallo, Amari & Locallo, Chicago
Sarah L. Mitial, People Architectural Group, LLC, Chicago

Top Tips in 10 Minutes*
0.50 hours MCLE credit
Capture some of the best ideas to incorporate into your practice during this fast-paced session.
1. Backup Lawyers for Solo & Small Firms
Kathleen O’Shaughnessy, ISBA Mutual Insurance Company, Chicago
2. Notaries and Digital Signatures
David Finnigan, Director of the Index Department, Illinois Secretary of State, Springfield
3. Artificial Intelligence, Billing Issues, and Ethics
Mark C. Palmer, Illinois Supreme Court Commission on Professionalism, Champaign

Microsoft 365 Tips and Tricks
Discover the best tips and tricks available in your Microsoft Office suite, including features you never knew existed and the hottest releases for Microsoft 365 subscribers. Topics include: how to ramp up your efficiency by getting your settings right and dictating emails and documents; preventing embarrassing errors in your documents by ensuring that your Word settings are spell-checking everything you type; processing email faster with rules, quick steps, and other Outlook tips and tricks; letting Excel enter and manipulate data for you and get control over printing from Excel; how to animate bullet points in PowerPoint to keep your audience (a jury, a board room, or your client)engaged; presenting professionally with presenter view; using One Drive to securely share files; and how to use the Microsoft app suite to schedule meetings efficiently, stay on top of your tasks, manage your matters, improve internal communication, and ramp up your client in take form.
Moderator: John Locallo, Amari & Locallo, Chicago
Jeffrey Schoenberger, Affinity Consulting, Ohio

Systems and Processes
Join us for an in-depth look at how to better streamline your administrative tasks so you can spend more time helping clients and less time monitoring your cases and manually processing your workflow.
Moderator: Rachel N. Hernandez, Bruckner Hernandez Legal Solutions, St. Charles
Melanie Leonard
, President & CEO, Streamlined.Legal, Naperville

Tech Essentials and Basics for the Law Office: Finding the Balance for Your Small Firm
Join us for a comprehensive look at some of our hardware and software recommendations to help balance the needs and budget of your solo or small law firm practice. Learn about essential hardware (including computers and other tech accessories), networking options, and software to make your solo or small firm run efficiently without breaking the bank.
Moderator: Bryan M. Sims, Sims Law Firm Ltd., Naperville
Kimberly A. Hilton, Workplace Law Partners, Chicago

Transforming Receivables into Receipts: A Practical Guide for Small Practitioners to Boost Income
This segment offers practical tips and strategies for enhancing your ability to collect legal fees, while simultaneously maintaining a good relationship with your clients.
Moderator: John Locallo, Amari & Locallo, Chicago
John Hoevel, Hoevel Collection Attorneys, Chicago

Avoiding Business Email Compromise & Wire Fraud
Scams and hackers become more sophisticated every year, with business email compromise and wire fraud being among the most common cyber insurance claims today. Every lawyer needs to understand the duties, challenges, and appropriate methods for using technology. Join us for a look at what you can do to prevent business email compromise before it happens, the signs that your firm is under attack (and what you can do immediately to minimize harm), your ethical responsibilities following a business email compromise attack, and the best practices that everyone in your firm needs to follow to protect your clients from wire fraud.
Moderator: Sarah Toney, The Toney Law Firm LLC, Chicago
Mat Kresz, Attorney & Counselor at Law, Chicago

Darwinian Awards for Ethically Challenged Lawyers
Your mother always told you: you can learn things the easy way or the hard way! This segment allows you to learn legal ethics the easy way. By reviewing the mistakes other lawyers have made, from advising clients to putting a sign up in their yard announcing illegal activity was going on inside the house, to lawyers getting opposing counsel drunk just to score some points with the jury, this class hands out the Darwinian Awards. Charles Darwin had a theory that only the fittest survive. Well … you can be among the fittest by adjusting your behavior to avoid the behaviors of these lawyers.
Moderator: Diana C. Servos, S.T. Legal Group, Deerfield
Joel Oster, Comedian of Law, Kansas

Achieving Wellness, Work-Life Balance, and Long-Term Success in Your Law Practice*
1.50 hours Mental Health & Substance Abuse credit

Are you feeling overwhelmed by the unrelenting demands of your legal career? If so, then you are not alone. Don’t miss this opportunity to listen as our renowned speaker, Doug Brown, addresses the unique challenges attorneys face in our modern world. Together, we'll explore transformative strategies to reduce stress, find balance, and rekindle your passion for law.
Doug Brown, Summit Success, LLC, Bluffton, SC


*All sessions provide Professionalism, Civility or Legal Ethics PMCLE credit except those designated with an (*) or identified as Mental Health or Diversity Inclusion PMCLE



Pricing Information
  • Please Note: You must complete the entire program in order to earn MCLE credit for this seminar.
  • Fees:
    • ISBA Member Price of $275 is displayed below when you login
    • Non-Member Price $550
    • New Attorney Member (within the first five years of practice) - $75
    • Law Students - Free