Understanding how to manage conflicts of interest while maintaining an overview of the professionalism is essential in representing new clients within your legal practice.
The client intake process can be fraught with ethics issues. When a lawyer takes on a new client, or even speaks with a prospective client, conflicts can arise, the scope of the engagement may be unclear, or the client may have unrealistic expectations. This topic will help lawyers identify the key ethics issues that can arise when a lawyer is deciding whether to take on a new client. The material will also provide some practical and helpful risk management tips for lawyers during the client intake process.
More Program Information
Why Lorman?
Over 32 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
Overview of the Rules of Professional Conduct
- Purpose of the Rules in Everyday Practice
- What Rules Apply
- Rules Relevant to New Client Inquiries
Conflicts of Interest: Analyzing Conflicts Before Taking on a New Client
- Considerations When Dealing With Prospective Clients
- Current Client Conflicts
- Former Client Conflicts
- How to Seek a Conflict Waiver
Defining the Representation and Effective Communication
- Importance of Retainer Agreements and Key Provisions
- Defining Your Fee and Managing Expectations
- Limited Scope Representation
More Program Information
Why Lorman?
Over 32 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 Webinar
This course was last revised on April 26, 2018.
Call 1-866-352-9540 for further credit information.
- NALA 1.5 including Ethics 1.5
- This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for 1.5 hours, including 1.50 hours of ethics credit.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
More Program Information
Why Lorman?
Over 32 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
Tyler Maulsby
Frankfurt Kurnit Klein & Selz PC
- Attorney in the Legal Ethics and Professional Responsibility and the Securities Fraud and White Collar Defense practice groups at Frankfurt Kurnit Klein & Selz PC
- In his legal ethics and professional responsibility practice, he regularly represents clients in a wide variety of matters including: legal malpractice, conflicts of interest, lateral transitions, partnership disputes, disqualification motions, and the unauthorized practice of law
- Represents lawyers and law students in disciplinary and admissions proceedings
- Serves as Secretary of the Committee on Professional Ethics of the New York City Bar Association
- Regular contributor to the New York Legal Ethics Reporter
- Can be contacted at 212-705-4839 or [email protected]
More Program Information
Why Lorman?
Over 32 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.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
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.
