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Paralegal's Guide to Client Confidentiality Rules

 

Increase your understanding of the rules of confidentiality to protect your clients and your team.

Many clients struggle to understand the importance of confidentiality and how being completely honest assists their legal team when it comes to representation. Also, legal professionals can often confuse the ethical mandate of maintaining confidentiality with the evidence rule concerning attorney-client privilege. This presentation will review both of these historic ethical mandates--explaining how these concepts differ and why the concepts are so important in the delivery of legal services.

Agenda

Faculty

Lisa Morris Robinson

Lisa Morris Robinson

Rosen Law Firm

  • Attorney at Rosen Law Firm, a North Carolina law firm dedicated to making family law and divorce different
  • Past practice has included wills, estate planning, personal injury, and Social Security disability
  • Presenter at numerous seminars and workshops on family law, legal writing, paralegal education, and other topics
  • Professor at Duke University, University of Memphis, Meredith College, and Central Carolina Community College
  • Member of NC State Bar, Wake County Bar, and former NC State Bar Paralegal Certification Board
  • Volunteer with Legal Aid of NC, Legal Aid of Memphis, and HAVEN, domestic violence shelter
  • Trained mediator
  • J.D. degree, Campbell University; B.A. degree in political science, UNC-CH

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