The issue of ethics is something we deal with on a daily basis, both in our personal lives as well as our professional lives. This seminar is designed to be beneficial to any practicing attorney regardless of their level of expertise, and brings together a faculty of attorneys whose daily practice consists of dealing with disciplinary and ethics issues.
- The California State Bar Disciplinary System
- Why clients complain
- How to minimize risk of a client complaint
- Conflicts of interest
- Out of state practice
- Ensuring good client relations
9:00 a.m. - 9:30 a.m.
A. Statutory Requirements
B. Code Of Professional Conduct And Other Ethical Canons
9:30 a.m. - 11:45 a.m. (Break 10:00 a.m. - 10:15 a.m.)
II. Solutions To Common Ethical Challenges
A. Identifying Conflicts Of Interest
B. The Lawyer/Client Relationship
C. When Confidentiality Conflicts With Personal Responsibilities
D. Handling Client Misconduct
E. Attorney's Fees
F. The Ethics Of Negotiation
G. Controlling Client Expectation
11:45 a.m. - 12:15 p.m.
III. Ethics In Attorney Advertising
A. What You Can And Cannot Say In Advertising
B. Solicitation – When And Where
12:15 p.m. - 1:15 p.m.
Lunch (On Your Own)
1:15 p.m. - 1:45 p.m.
IV. Disciplinary Proceedings
A. The Discipline Process
B. Dealing With Clients And Co-Workers During The Discipline Process
1:45 p.m. - 4:00 p.m. (Break 2:15 p.m. - 2:30 p.m.)
V. Planning Ahead To Avoid Legal Malpractice
A. Recognizing Areas Of Potential Legal Malpractice
1. How To Identify Routine Errors
2. Expanding Third – Party Liability
B. Avoiding Legal Malpractice Claims
1. Screening The Client
2. Scope Of Retention
3. Effective Communication With Clients
4. Time Limitations
5. How To Implement Internal Controls In The Office
6. Only Taking Cases You Are Competent To Handle
C. Acknowledging This Can Happen to Me
4:00 p.m. - 4:30 p.m.
VI. Substance Abuse And The Legal Profession
A. Some Interesting Statistics
B. Warning Signs
C. Helpful Sources