Live Webinar

65-minute live streaming program
  • June 21
  • 1:00 - 2:05 pm EST

Ethical Considerations When Representing Family and Friends

June 21

No good deed goes unpunished – learn ethical considerations when representing family and friends.

It is almost inevitable. At some point in every attorney’s career, they will be asked to represent family and friends. Sometimes it is very formal, such as representing a family member or friend as part of their ongoing business operations, or sometimes it is a specific representation, such as the purchase of real estate. And sometimes, it sneaks up on the attorney, being asked for advice and getting sucked in. This course will address some of the many issues that may arise in representing family and friends. The goal is to assist the attorney in knowing if they are, sometimes unknowingly, undertaking representation, making the decision whether or not to represent, and if choosing to do so, how to do so effectively and ethically.

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Why Lorman?

Over 35 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

Application of Typical Ethics Rules as They Apply to Representation of Family and Friends
Ethics Rules That Particularly Apply When Representing Family and Friends
Issues That May Arise Even When Not Representing Family and Friends
Situations to Be Explored Include the Obvious, Less Obvious, and Much Less Obvious
Obvious
  • Loan to Lawyer
  • Estate Planning Documents, Such as a Will Benefiting the Lawyer
Less Obvious
  • Estate Planning Document to Benefit Someone Lawyer Cares About
  • Loan to Someone Lawyer Cares About to Benefit
Much Less Obvious
  • Aunt Sally Is Happy You Helped Cousin Joe; Aunt Sally Makes It up to You
  • Not My Area of Expertise - In the Movie "My Cousin Vinny," Vincent Gambini, a Very Recent Law School Graduate, Finds Himself Representing Family Members Charged With Murdering a Convenience Store Worker; What Was One of the Reasons Why He Was Hired? He Was Free; So, (Spoiler Alert), He Got a Good Result; Yet, as a Practical Matter, He Was Practicing Law Outside His Home
  • Jurisdiction, in an Area of Law for Which He Had Little Knowledge, No Experience, and It Was a Jury Trial to Boot
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Why Lorman?

Over 35 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

Live Webinar Registration

  • AK CLE 1.0 including Ethics 1
     
  • This program has been approved by the Alaska Bar Association for 1.0 hours of continuing legal education, including 1.00 hour of ethics continuing legal education.
     
  • AL CLE 1.1 including Ethics 1.1
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours' credit, including 1.1 hour of ethics credit.
     
  • AR CLE 1.0 including Ethics 1
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board, including 1.00 hour of ethics credit.
     
  • Arizona CLE 1.0 including Ethics 1
     
  • 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 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 1.00 hour of professional responsibility.
     
  • CA MCLE 1.0 including Ethics 1
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit, of which includes 1.00 hour of ethics credit.
     
  • CT CLE 1.0 including Ethics 1
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s) including 1.00 hour(s) of ethics credit.
     
  • FL CLE 1.5 including Ethics 1.5
     
  • This course has been approved by The Florida Bar for 1.5 hour(s) of CLE credit, including 1.50 hour(s) of ethics credit. Course classification: Intermediate level.
     
  • GA CLE 1.0 including Ethics 1
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours, including 1.0 ethics hour.
     
  • HI CLE 1.0 including Ethics 1
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours including 1.00 ethics hour.
     
  • IA CLE 1.0 including Ethics 1
     
  • Ethical Considerations When Representing Family and Friends is accredited under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide up to a maximum of 1.0 hours of credit, including 1.00 hour of ethics credit toward the mandatory continuing legal education requirements under the Iowa rule.
     
  • IL CLE 1.0 including Legal Ethics 1
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board. The Illinois Commission on Professionalism has also approved this course for the following credit: Legal Ethics for 1.00 hour.
     
  • IN CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hours of Distance Education CLE credit which includes 1.1 hour(s) of ethics.
     
  • KS CLE 1.0 including Ethics and Professionalism 1
     
  • This course has been approved by the Kansas Continuing Legal Education Commission for a maximum of 1.0 CLE credit hours, including 1.0 hours of ethics and professionalism credit.
     
  • KY CLE 1.0 including Ethics 1
     
  • This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 1.0 credits, including 1.00 ethics credit.
     
  • MN CLE 1.0 including Ethics 1
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
     
  • MO CLE 1.3 including Ethics 1.3
     
  • This program has been approved by the Missouri Bar for 1.3 hours of CLE, including 1.3 hour of ethics credit.
     
  • MS CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.1 credit hours, including 1.1 hour of ethics credit.
     
  • NC CLE 1.0 including Ethics 1
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
     
  • ND CLE 1.0 including Ethics 1
     
  • This program has been reviewed by the North Dakota Commission for Continuing Legal Education and approved for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • NH MCLE 1.0 including Ethics 1
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). This Program contains 60 minutes of legal ethics credit.
     
  • NJ CLE 1.3 including Ethics 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit. Of these, 1.3 qualify as hours of credit for ethics/professional responsibility. This course is eligible for certification credits in the area of .
     
  • NM CLE 1.0 including Ethics 1
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit, including 1.0 hour of ethics credit.
     
  • NV CLE 1.0 including Ethics 1
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
     
  • NY CLE 1.0 including Ethics and Professionalism 1
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OH CLE 1.0 including Professional Conduct 1
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours, including Professional Conduct for 1.00 hour. Please note: In order to receive OH CLE credit for this audio conference you MUST use the streaming option and enable and complete the required progress checks. This course is considered Self-Study. No more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2.
     
  • OR CLE 1.0 including Ethics 1
     
  • Approved for 1.0 CLE credits in Oregon, including 1.00 hour of ethics credit.
     
  • PA CLE 1.0 including Ethics 1
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour including 1.00 hour of ethics, professionalism or substance abuse CLE credit.
     
  • RI CLE 1.0 including Ethics 1
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • TN CLE 1.08 including Dual 1.08
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.08 hours of credit, including 1.08 hours of dual credit.
     
  • UT CLE 1.0 including Ethics 1
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
     
  • VA CLE 1.0 (Pending)
     
  • This program has been submitted to the Virginia Mandatory Continuing Legal Education Board for 1.0 CLE credit hours.
     
  • VT CLE 1.0
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hours of CLE credit, including 0.00 hour of ethics credit.
     
  • WA CLE 1.0 including Ethics 1
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
     
  • WI CLE 1.0 including Ethics 1
     
  • This program has been approved by the Board of Bar Examiners for 1.0 hours for use toward the Wisconsin Mandatory CLE requirement, including 1.00 hours of ethics credit.
     
  • WV MCLE 1.3 including Ethics 1.3
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours, including 1.3 hour of ethics credit.
     
  • NALA 1.0 including Ethics 1
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.0 hour(s) including 1.00 hour(s) of ethics credit.
     

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

Who should attend?

This live webinar is primarily designed for attorneys. Other legal professionals may also benefit from attending.

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Why Lorman?

Over 35 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

Michael A. Lampert

Michael A. Lampert

Law Offices of Michael A. Lampert, PA

  • A board-certified tax lawyer in West Palm Beach, where he concentrates his practice in the areas of tax, estate planning, and administration, with an emphasis on tax controversy matters
  • He is past chair of the Florida Bar Tax Section and is its 2020-2021 recipient of the Tax Lawyer of the Year Award
  • He is past president of the Palm Beach Tax Institute and is currently serving as chair of the Florida Bar Tax Law Certification Committee
  • He is a fellow of the American College of Tax Counsel, a member of the South Florida Tax Litigation Association, a past chairman of the Palm Beaches - Treasure Coast Region Chapter of the American Red Cross, and immediate past president of the Alpert Jewish Family & Children’s Service of Palm Beach County
  • LL.M. degree in taxation, New York University; J.D. degree, Duke University; A.B. degree, University of Miami
  • Can be contacted at 561-689-9407, [email protected], or www.taxandelderlaw.com
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Why Lorman?

Over 35 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.

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Product ID: 409923
Published 2022
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