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Ethical Issues When it Comes to Referrals

 

Understanding ethics when it comes to referrals is important when it comes to the process of taking in clients from another source.

Many lawyers may not fully understand the Bar rules and ethical considerations regarding the types of lawyer fees, referral fees, fee sharing, nonrefundable fees, and the requirements related to fees, costs, settlement funds under the Bar Trust Account Rules. This topic will address those and provide tips and information to ensure that lawyers have the knowledge they need to comply with the Bar rules related to these ethics topics.

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Ethical Issues When it Comes to Referrals

Agenda

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Ethical Issues When it Comes to Referrals

Faculty

Joseph A. Corsmeier, Esq.

Joseph A. Corsmeier, Esq.

The Law Office of Joseph A. Corsmeier, P.A.

  • Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
  • Practices primarily in the areas of: attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the Boards of the State of Florida
  • Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney disqualification, and other matters and has testified as an expert in both federal and Florida courts
  • Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
  • Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
  • Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
  • Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association 2004-2009 and president 2009-2010
  • Adjunct professor of paralegal ethics at St. Petersburg College
  • J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
  • Can be contacted at 727-799-1688 or [email protected]
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Ethical Issues When it Comes to Referrals

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