Better understand how to navigate ethical conflicts and other potential issues with clients and your new firm.
In today's legal market, attorneys frequently transfer between law firms. These lateral transfers create various ethical issues while considering and negotiating the transfer and then completing the transfer. One of the most significant issues with lateral transfers is the creation of conflicts between clients of the two law firms involved. The failure to recognize and resolve conflict issue before a lateral move can result in the disqualification of a law firm, which does not only harm the client but can also lead to the disgorgement of earned fees. Knowing the areas of potential ethical issues, and how to structure a lateral move to void conflicts and other ethical issues, will save a firm and clients from unnecessary harm and embarrassment. This topic is designed to alert the attorney to potential issues with lateral transfers and how to address them to avoid the consequences of an ethical violation, and address the duties to the client when a lateral move occurs and how to deal with the client and the rights of the client.
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Why Lorman?
Over 36 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
Basic Ethical Rules Implicated by Transitions
- Conflicts Between Current and Former Clients
- Imputation of Conflicts
- Ethical Walls State Comparison
- Obligations of Confidentiality
- State Comparison
- Obligations of Communication
- Negotiating Lateral Move
Making the Move
- Client Consent
- Control of Client Files
- Soliciting Clients
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Credit
More Program Information
Why Lorman?
Over 36 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
This course was last revised on November 26, 2019.
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.
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Why Lorman?
Over 36 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
John A. Snow
Parsons Behle & Latimer
- Attorney with Parsons Behle & Latimer, Salt Lake City, Utah
- Practice consists of general civil litigation, including commercial, professional malpractice, construction, and insurance coverage and defense
- Designated in The Best Lawyers in America as Lawyer of the Year in litigation, real estate, and construction law; and designated in the areas of practice of legal malpractice defense, commercial litigation, and construction
- Designated in Utah Business magazine’s Utah Legal Elite in the areas of business and civil litigation and construction law and as a Super Lawyer in the Mountain States in Super Lawyer Magazine
- Chair of the Ethics Advisory Opinion Committee of the Utah State Bar
- Can be contacted at [email protected] or 801-536-6772
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Why Lorman?
Over 36 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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