REMOTE PROGRAM: Part 5 of 5 Estates, Trusts and Probate Law and Estate Planning
Tax Series: A Tri-State Update on Changes in the Law and Regulations Affecting Estates, Trusts and Probate Law
Course Number:C0826EP05W
June 11, 2026
Duration:1 hour 30 minutes
Credit: 0 CLE Credit Hours
Join the D.C. Bar Estates, Trusts and Probate Law and Taxation Community for this virtual program offering a tri-state update on recent changes in the law and regulations affecting estates, trusts, and probate practice. This session will equip participants with timely insights into evolving statutory, regulatory, and planning developments across the region. Attendees will gain practical guidance to help them better serve clients, navigate jurisdictional differences, and stay current within the estates and trust planning community.
Pre-registration is required. As always, please feel free to share this invitation with colleagues. D.C. Bar membership is not required to attend. Non-members will need to create a profile to register.
This remote program will be hosted on the Zoom platform. You will receive access information from D.C. Bar Communities staff the afternoon prior to the program. The Zoom access information should not be shared with others, as registration is required.
Speakers:
- Todd Bornstein, Attorney, Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
- Christopher Guest, Attorney, Law Office of Christopher Guest, PLLC
- Giannina "Gina" Lynn, Attorney, Lynn and Palumbo
**Early bird registration ends Friday, June 5.
* * * * *
Handling Whistleblower Claims 2026 – Rights of Federal Employees
(Whistleblower Claims Series – Part Two)
Course Number:E09062609W
June 16, 2026
Duration: 3 hours 15 minutes
Credits:3 General (60-minute hour), 3.5 General (50-minute hour)
Passport:This product is Passport Eligible
Credits: 3.0 general credits
Series Description: This popular annual series equips you with the latest legal developments and practical strategies for handling whistleblower matters. Covering key updates under the Sarbanes-Oxley Act, Dodd-Frank Act, False Claims Act, and other whistleblower protection laws, the series explores both whistleblower award programs and anti-retaliation protections.
Led by nationally recognized practitioners, the series lays out the general frameworks for the relevant laws and programs. It also delivers actionable guidance on filing strategies, navigating classified disclosures, distinguishing lawful whistleblowing from unlawful leaking, and addressing ethical challenges. Whether you represent whistleblowers, corporations, or government agencies, this series provides essential insight into today’s rapidly evolving enforcement landscape.
Class Description: Whistleblowers play a critical role in promoting government accountability — but representing them presents unique legal and ethical challenges. This topical class provides the practical guidance you need to advise clients navigating high-stakes disclosures involving federal agencies, classified information, and national security concerns. Led by distinguished practitioners, this class delivers actionable strategies for handling federal-sector whistleblower matters. The following are among the topics the panel discusses:
- Where and how to file whistleblower claims under federal law
- Managing legal and ethical issues involving classified or restricted information
- Distinguishing protected whistleblowing from unlawful leaking
- The enforceability of nondisclosure agreements and agency policies
- Security clearance actions versus other forms of retaliation
- Practical lessons drawn from real-world whistleblower cases
Whether you represent federal employees or government agencies, this class equips you with the insight needed to navigate the complex and evolving federal whistleblower framework. You may also benefit from Handling Whistleblower Claims – Rights of Private Sector Employees for additional guidance in the private-sector context.
Faculty: Andrew P. Bakaj, Compass Rose Legal Group PLLC and Mark S. Zaid, Mark S. Zaid PC
Series Fees: $148 D.C. Bar Communities Members, $168 D.C. Bar Members, $188 Government and Nonprofit Attorneys, and $228 Others
Individual Class Fees: $89 D.C. Bar Communities Members, $99 D.C. Bar Members, $109 Government and Nonprofit Attorneys, and $129 Others
* * * * *
IN PERSON: D.C. Bar Estates, Trusts and Probate Law Community Annual Reception
Course Number:C0826NC01I
Date:Wednesday, June 17, 2026
5:30 PM - 7:30 PM
Credit: 0 CLE Credit Hours
Please join the D.C. Bar Estates, Trusts and Probate Law Community for our annual reception!
Don't miss this chance to reconnect with colleagues and meet new ones! This annual reception, featuring judges and estates, trust and probate practitioners, offers a great opportunity to network, enjoy delicious refreshments, and celebrate the Community's achievements in 2025-2026.
Pre-registration for this event is required. This event will be held at the D.C. Bar. Feel free to share this invitation with colleagues. D.C. Bar membership is not required to register. Non-members will need to create a profile to register.
This is an “Off the Record” event. Remarks made during “Off the Record” events may not be used for publication. Please review the D.C. Bar Multimedia Disclaimer.
**Early bird registration will close Friday, June 5. Registration will close at 12pm the day of the event.
* * * * *
REMOTE PROGRAM: Domestic Violence Bench-Bar Dialogue
Course Number:C0926NC07W
Duration:1 hour 15 minutes
Date:Thursday, June 18, 2026
5:00 PM - 6:15 PM (GMT-05:00) Eastern Time (US & Canada)
Credit: 0 CLE Credit Hours
The annual Domestic Violence Bench-Bar Dialogue is a unique event that provides an opportunity for practitioners and judges of the D.C. Superior Court’s Domestic Violence Division to discuss issues impacting their practice. Join the D.C. Bar Family Law Community for this informative discussion. Submission of questions in advance is encouraged; please email Cheryl Chado (cheryl.chado@ayuda.com) or Liz Selmo (eselmo@tuckerfamilylaw.com).
Pre-registration is required. As always, please feel free to share this invitation with colleagues. D.C. Bar membership is not required to attend. Non-members will need to create a profile to register.
This remote program will be hosted on the Zoom platform. You will receive access information from D.C. Bar Communities staff the afternoon prior to the program. The Zoom access information should not be shared with others, as individual registration is required.
Registration is free for D.C. Bar Community Members. Renew or join Communities to receive the best discount on registration. Click here to learn more and join Communities.
Sponsored by: D.C. Bar Family Law Community
Speakers: To be announced
* * * * *
Managing Money
Course Number:MM_062226
Date:Monday, June 22, 2026
9:00 AM - 12:30 PM (GMT-05:00) Eastern Time (US & Canada)
Description: A variety of fee agreements will be examined with the focus on the scope of representation, managing the fee, expenses and the earning mechanism established for the advance fee. In examples established by the fee agreement, an advance fee will be collected and deposited into the firm’s trust account. As time passes and work is performed, funds will be transferred from the trust account to the firm’s operating or business account as the fee is earned. Ledger entries will be demonstrated for all transactions. TrustBooks.com will be used to demonstrate fund management and the creation of client and account ledgers.
The following client transactions will be explored:
- Agreement for Initial Consultation
- Advance Flat Fee Representation for Client Charged with A Felony Criminal Offense
- Advance Flat Fee Representation for an Immigration Client
- Advance Hourly Fee Representation for a Civil Litigation Client
- Advance Flat Fee Representation for an Estate Planning Client
- A Contingency Fee Representation for an Injury Case
- An Availability Representation (Classic Engagement Retainer)
The course manual will be provided to registrants and should be read prior to the session. Once you have registered, please go to the Managing Money course in the "My Events" tab of your DC Bar account and download the digital materials.
* * * * *
Hearsay: What It Is, and What to Do When You Encounter It 2026
Course Number:E18062611L
Credits:2 General (60-minute hour), 2 General (50-minute hour)
Passport:This product is Passport Eligible
Date:Tuesday, June 23, 2026
6:00 PM - 8:15 PM
Credits: 2.0 general credits
Description: Hearsay is one of the most frequently litigated — and most misunderstood — areas of trial practice. Although familiar from law school and everyday litigation, hearsay issues often arise unexpectedly and can have a decisive impact on the outcome of a case. This dynamic class is for litigators who want to sharpen their understanding of hearsay and develop practical strategies for addressing it confidently and effectively at trial.
\Led by a seasoned faculty expert, this engaging and practice-oriented class breaks down the hearsay rules and translates them into real-world courtroom guidance. You will gain clarity on when statements are truly hearsay, when they are not, and how to respond strategically when hearsay objections arise. Topics this class covers include hearsay fundamentals, statements excluded from hearsay by rule, exceptions to the hearsay rule, key categories and how to apply them, effective tactics for offering or opposing hearsay evidence, practical courtroom strategies, and comparative approaches in federal courts and D.C. courts.
Whether you handle civil litigation, criminal cases, or both, this class provides essential insights and tools you can immediately use in the courtroom. You will leave with greater confidence, sharper analytical skills, and a stronger command of one of the most critical evidentiary rules in trial practice.
Faculty: John M. Remy, Jackson Lewis PC
Fees: $89 D.C. Bar Communities Members, $99 D.C. Bar Members, $109 Government and Nonprofit Attorneys, and $129 Others
* * * * *
Emerging Issues in the LGBTQ+ Community 2026
Course Number:E05012605W
Duration:3 hours 15 minutes
Credits:3 General (60-minute hour), 3.5 General (50-minute hour)
Passport:This product is Passport Eligible
Date:Wednesday, June 24, 2026
6:00 PM - 9:15 PM
Credits: 3.0 general credits (Note: This class may qualify for diversity, inclusion, and elimination of bias credits in those jurisdictions having such a requirement.)
Description: Back by popular demand in 2026 after several years away, this timely and dynamic class returns to provide family law practitioners with the most current developments in LGBTQ+ law and practice. This class provides essential updates on same-sex marriage, domestic partnerships, transgender legal issues, evolving standards of parentage, and more – equipping attorneys with the knowledge and sensitivity to effectively serve diverse clients in a rapidly changing legal environment. Our esteemed presenters cover both foundational principles and emerging trends, including the following:
- Working with LGBTQ+ clients in 2026
- Supreme Court landscape
- Comprehensive subject matter updates
This class is a must for family law attorneys as well as practitioners in other fields who work with LGBTQ+ clients or encounter related legal issues. Whether you’re seeking to refresh your knowledge or gain insight into the latest developments, this class offers invaluable guidance and practical strategies for today’s practice.
Faculty: Summer Abel, Offit Kurman and Heather S. Koontz, Offit Kurman
Fees: $89 D.C. Bar Communities Members, $99 D.C. Bar Members, $109 Government and Nonprofit Attorneys, and $129 Others
* * * * *
REMOTE PROGRAM: Pharmacy Benefit Managers and Concerns Presented by Selling Their Own Drugs
Course Number:C0226NC08W
Date:Thursday, June 25, 2026
12:00 PM - 1:00 PM
Credit: 0 CLE Credit Hours
Pharmacy benefit managers (PBMs) sit at the center of one of the most contested antitrust debates in healthcare today. Collectively processing the vast majority of U.S. prescription claims, PBMs presently face intense focus in the courts, federal and state antitrust agencies, and Congress. This program, featuring Rutgers Law School Board of Governors Professor of Law Michael Carrier, will provide an overview of PBMs and explore a new development in their conduct: selling drugs in combination with manufacturers. The program will assess how this self-serving competition could reduce prices in the short term but threatens long-term downsides for competition and could even present antitrust violations. Don’t miss out on this program about PBMs and antitrust concerns from the D.C. Bar Antitrust and Consumer Law Community.
Pre-registration is required. As always, please feel free to share this invitation with colleagues. D.C. Bar membership is not required to attend. Non-members will need to create a profile to register.
This remote program will be hosted on the Zoom platform. You will receive access information from D.C. Bar Communities staff the afternoon prior to the program. The Zoom access information should not be shared with others, as individual registration is required.
Registration is free for D.C. Bar Community Members. Renew or join Communities to receive the best discount on registration. Click here to learn more and join Communities.
Speakers:
- Michael Carrier, Board of Governors Professor of Law. Rutgers Law School
- Allegra Thatcher, Law Student Fellow, D.C. Bar Antitrust and Consumer Law Community (Moderator)
**Early bird registration ends Friday, June 19.
* * * * *
AI, Innovation & Intellectual Property Law Summit (NEW)
Date: Tuesday, June 30, 2026
Course Number:E16062615L
Credits:5 General (60-minute hour), 6 General (50-minute hour), 1 Ethics & Professional Responsibility (60-minute hour), 1 Ethics & Professional Responsibility (50-minute hour)
This class is not eligible for D.C. Bar CLE Passport use.
Description: Artificial intelligence (AI) is transforming the intellectual property landscape — reshaping how attorneys protect innovation, advise clients, and navigate evolving legal and ethical challenges. This new, one-day summit brings together leading practitioners, policymakers, and technology experts to explore the rapidly changing intersection of AI and intellectual property (IP) law.
Through dynamic panel discussions and interactive sessions, this program examines AI’s impact on patent, copyright, trademark, trade dress, and trade secret law, including emerging issues surrounding inventorship, AI-generated works, infringement monitoring, licensing, and enforcement strategies. The program also offers practical insight into AI-assisted legal workflows and governance, along with hands-on discussions focused on real-world applications in IP practice. An ethics-focused session addresses attorneys’ professional responsibilities when using generative AI, including technological competence, attorney oversight, confidentiality, and responsible implementation practices.
Designed for IP attorneys, in-house counsel, and technology professionals, this summit delivers practical guidance, strategic insights, and forward-looking analysis on the future of AI and intellectual property law.
Save $25 by registering by June 15, 2026!
Early Bird Fees: $125 D.C. Bar Communities Members, $135 D.C. Bar Members, $140 Government & Nonprofit Attorneys, and $150 Others
Regular Program Fees: $150 D.C. Bar Communities Members, $160 D.C. Bar Members, $165 Government and Nonprofit Attorneys, and $175 Others
Special Notice: Since you are attending a class in person, we encourage you to bring a device or download the materials prior to class as we will not be providing hard copies.
* * * * *
Basic Training and Beyond
How to Start a Law Firm
Course Number:BT_070726
Date:Tuesday, July 7, 2026
9:00 AM - 5:00 PM
Description:
Basic Training & Beyond is a two-day program for lawyers and law firm staff interested in starting, managing and growing a law firm in the District of Columbia. It is presented monthly, without charge, for D.C. Bar members and firm staff.
In the day-one session, all the essentials of starting a firm in D.C. are covered.
In the day-two session, growth and management issues are covered including client relations, productivity, technology and marketing.
In order to attend this event in person, you must comply with the D.C. Bar’s policy located here.
As a resource, an eManual is provided to those who attend. The program has been presented regularly since 2008 and thousands of members have attended and many have launched successful firms. Many of these members stay in contact with our presenters, Dan Mills and Kaitlin Forster, former small firm lawyers, and these connections inform the content of the sessions.
* * * * *
Dealing with Annoying and Sometimes Abusive Discovery Tactics
Course Number:E18072603W
Duration:3 hours 15 minutes
Credits:3 General (60-minute hour), 3.5 General (50-minute hour)
Passport:This product is Passport Eligible
Date: Wednesday, July 8, 2026
6:00 PM - 9:15 PM
Description: Discovery can be one of the most contentious — and strategically important — phases of litigation. While some tactics are merely frustrating, others can derail your case, increase costs, and put your client at risk. Knowing how to recognize and respond to abusive discovery practices is essential for every litigator.
In this practical and engaging class, our esteemed faculty walk you through some of the most common — and most problematic — discovery tactics used in civil litigation. Through real-world examples and actionable strategies, you’ll learn how to push back effectively, protect your record, and maintain professionalism under pressure.
Designed primarily for civil litigators with some experience, this class also offers valuable insights for newer attorneys looking to build confidence and sharpen their litigation skills. Walk away with practical tools, proven techniques, and a clearer strategy for navigating difficult discovery — and advocating effectively for your clients.
Faculty: Katherine R. Atkinson, Atkinson Law Group and Patrick J. Coyne, Coyne Consulting PLLC
Fees: $89 D.C. Bar Communities Members, $99 D.C. Bar Members, $109 Government and Nonprofit Attorneys, and $129 Others
Special Notice: For those attending a class in person, we encourage you to bring a device or download the materials prior to class as we will not be providing hard copies.
* * * * *
Nuts and Bolts of Employment Discrimination Law (Webinar)
Course Number:E09072604W
Duration:3 hours 15 minutes
Credits:3 General (60-minute hour), 3.5 General (50-minute hour)
Passport:This product is Passport Eligible
Date:Thursday, July 9, 2026
9:00 AM - 12:15 PM
Description: Employment discrimination law continues to evolve — and staying current is essential. This popular annual program delivers a timely, practical update on key developments and equips attorneys with the tools to effectively handle discrimination claims.
Our distinguished panel examines foundational principles alongside recent decisions from the Supreme Court of the United States, the U.S. Court of Appeals for the D.C. Circuit, and the U.S. Court of Appeals for the Fourth Circuit. Participants will gain clear, actionable guidance on proving and defending claims under major federal statutes, including Title VII, the Americans with Disabilities Act Amendments Act of 2008, the Age Discrimination in Employment Act, the Genetic Information Nondiscrimination Act, and the Pregnancy Discrimination Act.
Topics include disparate treatment, retaliation, harassment and hostile work environment, reasonable accommodations, and equal pay. You will leave with up-to-date legal insights and practical strategies to confidently advise clients in this dynamic area of employment law.
Faculty: Carla D. Brown, Charlson Bredehoft Cohen & Brown PC; Adam D. Herzog, Herzog Employment Law PLLC (Moderator); and Thomas P. Murphy, Jackson Lewis PC
* * * * *
July 2026 Exempt Organizations Update
Course Number:E20072614W
Duration: 7 hours
Credits:6 General (60-minute hour), 7 General (50-minute hour)
Date:Tuesday, July 14, 2026
10:00 AM - 5:00 PM
This program is not eligible for D.C. Bar CLE Passport use
Credits: 6.0 general credits
Description: Join us for this comprehensive and popular program designed for attorneys, accountants, and nonprofit professionals who advise tax-exempt organizations. Featuring experienced practitioners from leading law firms, accounting firms, and policy organizations, the program examines current legal, regulatory, and operational issues affecting exempt organizations, including Form 990 reporting, election-cycle activities, governance, compliance, and enforcement trends.
Through practical discussions and timely analysis, you’ll gain insight into recent judicial developments, third-party risk management, professional judgment in uncertain regulatory environments, congressional and agency oversight, and the continuing impact of intermediate sanctions under Section 4958. You’ll leave with actionable strategies for advising clients, managing organizational risk, strengthening compliance practices, and navigating the evolving exempt organizations landscape.
Save $10 when you register by June 15, 2026!
Early Bird Fees: $0 Press and Government Employees and Officials and $85 All Others
Regular Program Fees: $0 Press and Government Employees and Officials and $95 All Others.
* * * * *
What D.C. Lawyers Should Know About Maryland and Virginia Appeals
(Mastering the Appellate Path — Part One)
Course Number:E18072606W
Duration:2 hours 15 minutes
Credits:2 General (60-minute hour), 2 General (50-minute hour)
Passport: This product is Passport Eligible
Date: Wednesday, July 15, 2026
6:00 PM - 8:15 PM
Series Description: This two-part series provides a practical roadmap for navigating appellate practice — from regional courts to the Supreme Court of the United States. Gain strategic insights into key differences in Maryland and Virginia appeals and learn how to effectively position cases for Supreme Court review. Designed for litigators and appellate practitioners, this series equips you with the tools to strengthen advocacy at every stage of the appellate process.
Class Description: Appellate practice in Maryland and Virginia presents distinct procedural and strategic differences that can challenge even experienced attorneys. This practical class helps practitioners navigate those nuances with confidence.Led by seasoned appellate practitioners, this class highlights key differences in rules, jurisdiction, and practice, including assignments of error, certiorari procedures, summary judgment standards, and citation rules. It also explores strategic considerations that can shape the course and outcome of an appeal.
You will leave with a clearer understanding of regional appellate practice and practical tools to handle appeals effectively in Maryland and Virginia courts. Those who attend this class may also be interested in attending Certiorari before the Supreme Court of the United States: A Strategic Guide 2026.
Faculty: Steven M. Klepper, Kramon & Graham PA; Morgan V. Maloney, McGuireWoods LLP; and Hans M. Schalembier, McGuireWoods LLP
* * * * *