Lawyers e-Journal

Thursday, Oct. 18, 2007
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Upcoming CLE seminars, roundtables and Casemaker sessions

Register for a class today

For more information, or to sign up for the following programs, call Member Services at (617) 338-0530, download the latest CLE brochure as a PDF file or visit the CLE Web page.




Electronic Discovery: New Rules of Practice and Emerging Issues – What Litigators Should Know

Course #: CLD08

Introductory level

Thursday, Oct. 25, 4–7 p.m.

Sheraton Springfield Monarch Place, Springfield


This program will cover the practical, legal, procedural and evidentiary issues relating to electronic discovery and document management. Topics include:


  • The new Federal Rules of Civil Procedure and the implications for litigators;
  • A litigator's perspective on the new rules and their application in both federal and state trial practice;
  • Document management and related technology (coding, OCR, software applications, Web-based hosting);
  • Electronic discovery, including computer forensics, retrieval of information from electronic systems, chain of custody issues, understanding and establishing audit trails in the use of electronic evidence, establishing electronic discovery protocols, spoliation, and other topics; and
  • A view from the bench.


Current Issues in Medicare and Medicaid
Course #: HLA08
Introductory level
Tuesday, Oct. 30, 4–7 p.m.

Western New England College School of Law, Springfield 


With the phasing in of new regulations to interpret the Deficit Reduction Act of 2005, the area of elder law has changed. This program will assist the practitioner in understanding the new laws and regulations. Attendees will learn how the regulations affect transfers, gifts, care agreements and other techniques of planning for protection of assets.



What’s Fair?: Valuations after Bernier v. Bernier

Course #: FLB08

Intermediate level

Thursday, Nov. 15, 4–7 p.m.

MBA, 20 West St., Boston


On Sept.14, 2007 the SJC decided the case of Bernier v. Bernier, which represents a dramatic change in the way that valuations of closely held businesses in the divorce context must be undertaken, seemingly substituting the “fair value” standard for the long accepted “fair market value” standard. Attendees will learn:


  • Definitions of basic terms and closely-held corporations;
  • Taxation of C corporations vs. S corporations;
  • Distinction between “fair market value” and “fair value”;              
  • Applicability of “key-man discount” and “marketability discount;”
  • The status of the “minority discount”;
  • Which standard is applicable to partnerships;
  • Evidence needed to prove your case;
  • Expert testimony; and
  • How to reach consensus with opposing counsel and experts regarding the standard to be applied.



Casemaker Trainings

Due to overwhelming member requests, the MBA will be holding Fall Casemaker trainings.  Two training locations and times are currently offered to accomodate schedule conflicts. 


Course #: CASEF08

Introductory Level

Thursday, Nov. 15, 4–5:15 p.m.

College of the Holy Cross, Worcester

For directions click here.


Course #: CASEI08

Introductory level

Thursday, Oct. 24, 4:30–5:45 p.m.

Elms College, Chicopee

For directions click here.


This training session will be held in a computer lab setting that will provide participants with the use of a computer and online access to Casemaker. Casemaker has had many new features added, including:


  • CaseCheck: an enhanced case law search results function;
  • Database availability for all 50 states; and
  • Nationwide collections of combined Supreme Court and ethics opinions

Additionally, Casemaker Version 2.0 has been released, in testing phase.  This new software will eventually replace the current system. MBA members can access Version 2.0 to get a feel for the system, before it becomes the default searching option.


NOTE: Because space at Casemaker trainings is limited, online enrollment is not available. To register for a training session, call MBA Member Services at (617) 338-0530 or toll-free at (877) 676-6500.

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