Available in:

OnDemand Course

Ethical Obligations of Listening to (or Ignoring) Client Requests

Understand how to handle client requests and where to draw the line.

Client management is one of the most difficult aspects of lawyering. But beyond the obvious business issues that come up in dealing with your clients (whether you are outside counsel or in-house), client management issues also raise significant ethical concerns that must be considered and addressed. Common ethical issues include how to properly define the scope of your representation, how to deal with disagreements regarding legal strategy, how to communicate with your clients when you have a disagreement with a client regarding the case, and when (and how) to ethically withdraw from a representation. This topic will discuss the applicable Model Rules of Professional Conduct and provide the best practices for how to deal with the often difficult world of navigating client requests.

90 minutes
Course Exam
Certificate of Completion
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Model Rules 1.2/1.4 - Who Gets to Decide What?

  • Rule 1.2(a) - the Client Calls the Shots on the Objective of the Representation
    • Strategy vs. Tactics
  • Rule 1.4(b) - Duty to Reasonably Consult About the Means Used to Achieve Client Objective
    • What Actions Are Impliedly Authorized?
  • What Are the Ethical Limits of Limited Scope Representations?
  • How to Deal With Requests by a Client to Exceed the Scope of a Representation?
    • Importance of Clear Scope in Retainer Agreements
    • Obligations to Communicate With Client Under Rule 1.4
  • Best Practices on the Timing of Withdrawal
  • Obligations When Withdrawing Under Rules 1.15, 1.16, and Rule 1.6

Rule 1.2(c) - That's Not My Job: Limited Scope Representations

Rule 1.16 - How to Ethically Withdraw If a Client Disagreement Arises

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on May 7, 2021.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5 including Ethics 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit, of which includes 1.50 hours of ethics credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mark R. Bradford

Mark R. Bradford

Bassford Remele

  • Shareholder with Bassford Remele and chair of the Appellate Practice group
  • Appellate lawyer with additional focuses in commercial, insurance coverage, and professional liability litigation
  • Regularly advocates for Fortune 500 clients, law firm clients, and many others in the appeals stemming from diverse areas of law
  • Received the highest rating with Martindale-Hubbell Law Directory
  • J.D. degree, summa cum laude, DePaul University College of Law; B.A. degree, cum laude, Beloit College
  • Can be contacted at 612-376-1667 or [email protected]
Aram V. Desteian

Aram V. Desteian

Bassford Remele

  • Shareholder and General Counsel of Bassford Remele
  • Focuses his practice on commercial litigation and professional liability
  • Has represented hundreds of attorneys in legal ethics investigations and regularly helps other lawyers prevent and navigate lawsuits
  • Frequent speaker and author of publications for Attorney at Law Magazine, Bench & Bar of Minnesota, and Upsize Magazine
  • Member of the Minnesota State Bar Association, Hennepin County Bar Association, Association of Professional Responsibility Lawyers, Minnesota Defense Lawyers Association, and vice chair of Lawyers Professional Liability Claims for the Professional Liability Defense Federation
  • J.D. degree, William Mitchell College of Law
  • Can be contacted at [email protected] or 612-746-1088
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 408583
Published 2021
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!