Understand the ethical considerations you must think through when working with a client.
Many lawyers may not fully understand the Bar rules and ethical considerations regarding client representation and make ethical mistakes regarding whether to take on a client representation, continue the representation, or terminate the representation (and everything in between). This topic will address some very important ethical considerations to help lawyers avoid making mistakes with clients.
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Why Lorman?
Over 37 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
Client Intake
Conflicts of Interest
Client Confidentiality
Ethics and Social Media
Supervising Non-Lawyers and Ethics Rules
Managing Client Files/Matters
File Closing and Records Management
Withdrawal/Termination of Representation
Nonengagement/Disengagement Letters
Fees and Fee Agreements
Trust Accounting
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Why Lorman?
Over 37 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 9, 2021.
Call 1-866-352-9540 for further credit information.
- AR CLE 1.5 including Ethics 1.5
- This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board, including 1.50 hours of ethics credit.
- 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.
- 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 hours of credit, including 1.5 hours of ethics credit.
- NV CLE 1.5 including Ethics 1.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours, including 1.50 hours of ethics credit.
- NY CLE 1.5 including Ethics and Professionalism 1.5
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Ethics and Professionalism for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for credit for established attorneys only. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OR CLE 1.5 including Ethics 1.5
- Approved for 1.5 CLE credits in Oregon, including 1.50 hours of ethics credit.
- 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 hours of A/V credit, including 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 37 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.
The Law Office of Joseph A. Corsmeier, P.A.
- Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
- Practices primarily in the areas of attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida
- Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney disqualification, and other matters and has testified as an expert in both federal and Florida courts
- 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
- Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
- 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
- Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association, 2004-2009, and president, 2009-2010
- 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 [email protected] or 727-799-1688
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Credit
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Why Lorman?
Over 37 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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