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Ethics for Paralegals

Avoid potential ethical problems and be aware of the rules and their application in practice.

This course will provide important information to paralegals (and lawyers) regarding compliance with the ethical responsibilities under the Bar rules as well as risk management. Paralegals are permitted to perform multiple tasks and projects under the supervision of a licensed attorney. Paralegals also assist in managing the law office and recognizing and preventing (or mitigating) ethics violations. This course will identify crucial ethical issues and traps for the unwary and either prevent ethical issues from occurring or manage ethical issues when they occur.

91 minutes
Course Exam
Certificate of Completion
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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

Identifying and Resolving Ethics and Risk Management Issues

Client Intake: Properly Screening Potential Clients and Avoiding Conflicts of Interest

Ethical Requirements for Lawyer Supervision of Paralegals: The Importance of Paralegal and Non-Lawyer Compliance With the Bar Rules and Paralegal Bonuses

Fees and Fee Agreements: Ethical Requirements for Charging Fees and Substance of Fee Agreements

Billing and Client Account Management: Ethical Billing and Client Account Management

File Closing and Records Management: The Critical Importance of Client File and Records Management

Ethics and Social Media Pitfalls

Technology Ethics Issues

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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

OnDemand Course

This course was last revised on May 12, 2022.

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

  • 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.
     
  • NFPA 1.5 including Ethics 1.5
     
  • This program has been approved by the National Federation of Paralegal Associations for 1.5 hours of NFPA continuing education credit including 1.50 hours of ethics.
     

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.

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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

Joseph A. Corsmeier, Esq.

Joseph A. Corsmeier, Esq.

The Law Office of Joseph A. Corsmeier, P.A.

  • Partner in the Law Office of Joseph A. Corsmeier, P.A.
  • Representation of lawyers in disciplinary matters before the Florida Bar; appeals, and oral argument before the Supreme Court of Florida; lawyer admission proceedings before the Florida Board of Bar Examiners; representation of professionals (physicians, nurses, real estate agents/brokers, CPAs, et al.) before all State of Florida Boards and Agencies in licensure admission and disciplinary matters, expert analysis and opinion on legal ethics, malpractice, and professionalism issues
  • Qualified and provided expert testimony in state and federal courts on multiple occasions on attorney ethics and malpractice issues in Circuit Court litigation matters; analysis and defense of Unlicensed Practice of Law (UPL) issues and representation in UPL matters before The Florida Bar; workers’ compensation and representation of law enforcement unions in labor, grievance, and other matters, including appeals of final agency actions.
  • Member of the American Bar Association, Professionalism Section; the Association of Professional Responsibility Lawyers; and the Clearwater and St. Petersburg Bar Associations
  • Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
  • Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
  • Adjunct professor of paralegal ethics at St. Petersburg College
  • J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
  • Can be contacted at 727-799-1688 or [email protected]
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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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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409867
Published 2022
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