Increase your understanding of the rules of confidentiality to protect your clients and your team.
The rules of confidentiality and their importance will be reviewed. The rules of ethics govern our communications. Communication is vital in every law office and practice. Clients must be able to communicate their needs to all law office staff and personnel, and these communications must be protected. Also, there should be no conflicts of interests when representing a client. A review of representation and communication rules will be provided.
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Why Lorman?
Over 34 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
Confidentiality and Privileged Communications
- Confidentiality Rules
- Attorney-Client Privilege
- Exceptions and Waivers
Conflict Rules
- Existing, Former and Prospective Clients
- Transactions and Relationships
- Imputation
Communication Rules and Best Practices
- Social Media Issues
- Disclaimers
- Technology Challenges
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Why Lorman?
Over 34 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 April 29, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 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
Lisa Morris Robinson
Rosen Law Firm
- Attorney at Rosen Law Firm, a North Carolina Law Firm dedicated to making family law and divorce different
- Past practice has included wills, estate planning, personal injury, and social security disability
- Presenter at numerous seminars and workshops on family law, legal writing, paralegal education, and other topics
- Professor at Duke University, University of Memphis, Meredith College, and Central Carolina Community College
- Member of NC State Bar, Wake County Bar, and former NC State Bar Paralegal Certification Board
- Volunteer with Legal Aid of NC, Legal Aid of Memphis, and HAVEN, domestic violence shelter
- Trained mediator
- J.D. degree, Campbell University; B.A. degree in political science, UNC-CH
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Why Lorman?
Over 34 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!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
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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!
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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.
