Credit Available - See Credits tab below.
Total Credits: 1 AL General, 1 AK General, 1 AZ General, 1 AR General, 1 CA General, 1 CO General, 1 CT General, 1 DE General, 1 FL General, 1 GA General, 1 HI General, 1 ID General, 1 IL General, 1 IN General, 1 IA General, 1 KS General, 1 KY General, 1 LA General, 1 ME General, 1 MD General, 1 MA General, 1 MI General, 1 MN General, 1 MS General, 1.2 MO General, 1 MT General, 1 NE General, 1 NV General, 1 NH General, 1.2 NJ General, 1 NM General, 1 NY General, 1 NC General, 1 ND General, 1 OH General, 1 OK General, 1 OR General, 1 PA General, 1 RI General, 1 SC General, 1 SD General, 1 TN General, 1 TX General, 1 UT General, 1 VT General, 1 VA General, 1 WA Law & Legal Procedure, 1.2 WV General, 1 WI General, 1 WY General
Mergers and acquisitions require lawyers to balance fast-moving deal timelines, complex drafting, extensive diligence, and coordination among multiple parties — all under heightened professional liability exposure. This CLE provides a practical, data-driven overview of the most significant malpractice risks that arise throughout the lifecycle of an M&A transaction, including pre-closing diligence failures, drafting errors, communication breakdowns, and post-closing claims. Drawing from real-world claims statistics and industry trends, the course outlines key deal points where lawyers are most vulnerable, explains how errors typically occur, and offers actionable strategies for mitigating risk through disciplined workflows, documentation practices, internal controls, and the effective use of insurance products
Learning Objectives:
1. Identify the primary professional liability risks faced by lawyers in M&A practice at the pre-closing, active deal, and post-closing stages.
2. Recognize common failure points in diligence, contract drafting, deal structuring, redlining, and communication that contribute to malpractice claims.
3. Implement effective risk-management strategies, including conflict checks, diligence protocols, documentation discipline, and internal oversight controls.
4. Understand how indemnification structures, caps, baskets, survival periods, and escrow arrangements can shift or minimize liability.
5. Evaluate the role of RWI and TLPE insurance products in addressing gaps in transaction protection and reducing exposure for buyers, sellers, and counsel.
6. Apply a defensible M&A practice framework that includes standardized engagement terms, peer review, closing documentation, and post-closing reporting.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
CLE programs which take place outside of Alaska or are webcast from outside of Alaska are not required to be accredited by the Alaska Bar Association. Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 3333
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 13825
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 236059
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 5105
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: ATT0001
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 111648
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 5809
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 6888
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 7486
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 1873
Maryland attorneys do not have MCLE requirements.
Massachusetts attorneys do not have MCLE requirements.
Michigan attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 10280
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 4760
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 50550
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may quality for 60 minutes toward the annual NHMCLE requirement. New Hampshire attendees must self-determine whether a program is eligible for credit, and self-report their attendance.
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 703
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Expiration: Live Webcast
Expires:
Status: Pending, Submitted for Accreditation
Provider Number: 6460
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 14474
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 2839
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Expires:
Status: Pending, Submitted for Accreditation
Provider Number: SPON00593
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
South Dakota attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 12507
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type:
Law & Legal Procedure
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Provider Number: 9124293
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast
Course Expiration:
Status: Approved
Dieter Clauss is Vice President of Clauss & Co., Inc., where he leads the professional liability program for Lawyers Insurance Group. He specializes in advising law firms and attorneys on risk management, professional responsibility, and malpractice coverage, helping legal professionals safeguard their practices while meeting client and ethical obligations. Before joining Clauss, he worked in commercial underwriting at RT Specialty, building a strong foundation in insurance and risk analysis. A graduate of Cazenovia College and Villanova’s School of Business, Dieter combines industry expertise with a passion for supporting the legal profession through proactive solutions and education.
