Gain a better understanding of 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 issues 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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Over 39 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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Why Lorman?
Over 39 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 May 31, 2023.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.5 including Ethics 1.5
- Alaska attorneys may receive 1.5 hour(s) of continuing legal education, including 1.50 hour(s) of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.5 including Ethics 1.5
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hour(s) of credit, including 1.5 hour(s) of ethics credit.
- Arizona CLE 1.5 including Ethics 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services/Noggin Guru for auditing purposes. This activity may qualify for up to 1.5 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 1.50 hour(s) of professional responsibility.
- CA MCLE 1.5 including Ethics 1.5
- Lorman Education Services/Noggin Guru is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hour(s) of participatory credit, of which includes 1.50 hour(s) of ethics credit.
- CT CLE 1.5 including Ethics 1.5
- 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: 1.5 CLE credit(s) including 1.50 hour(s) of ethics credit.
- GA CLE 1.5 including Ethics 1.5
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hour(s), including 1.5 ethics hour(s).
- NM CLE 1.5 including Ethics 1.5
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hour(s) of credit, including 1.5 hour(s) of ethics credit.
- VT CLE 1.5 including Ethics 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit including 1.50 hour(s) of ethics credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.5 including Ethics 1.5
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hour(s) of A/V credit, including 1.50 hour(s) of ethics credit.
- NALA 1.5 including Ethics 1.5
- 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: 1.5 hour(s) including 1.50 hour(s) 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 39 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
Kenneth Lougee
Retired
- Former senior partner for Hughes, Thorsness, Gantz, Powell and Brundin in Fairbanks office
- Upon relocating to Utah, worked at Siegfried and Jensen on major litigation
- For the last ten years of his career, he worked as a Special Assistant Attorney General working on Medicare pharmaceutical fraud cases
- Over 70 reported appeals and decisions
- Practiced before the Ninth and Tenth Circuits as well as the Panel for Multidistrict Litigation
- Former hearings officer for ethical complaints
- On the Alaska Ethics Opinion Committee and the Ethics Advisory Committee and represented individual attorneys faced with ethics complaints
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Why Lorman?
Over 39 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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