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Event Information
Essentials Series: Ethics
October 29, 2021
Credits
N/A
MCLE: 6.16
Ethics: 6.16
Pricing
Dates
Friday, October 29, 2021Time
8:55 AM - 5:00 PMRegistration Deadline
Friday, October 29, 2021
This course is open to Essentials
Committee, newly admitted Bar members, only.
Join the SC Bar CLE Division on Friday, October 29 for the 2021 Ethics Essentials Course. This full day program will feature practitioners in the field whose goal is to provide you with practical advice.
This seminar is a basic level program.
Requirement to take
South Carolina Bar CLE “Essentials Series.”
Pursuant to SCACR Rule 408(a)(3), newly admitted members are required, unless you fall within one or more of the
exemptions outlined in Rule 408 (a)(3)(A)-(D), to complete one (not all) of the SC Bar CLE
“Essentials Series” courses. Attendance
at Essentials Courses not only meets the Essentials requirement, but also
counts toward your required annual 14 hours of MCLE. No other CLE course, workshop,
video series (i.e., the Supreme Court’s Course of Study), or bootcamp will
satisfy this requirement.
The “Essentials Series” is comprised of 10 full-day courses,
which cover major practice areas, as well as legal ethics. Each course is designed and taught by
experienced practitioners, are process oriented, and are specifically designed
to provide step-by-step teaching, as well as the opportunity to interact with
the faculty.
By Order dated May 5, 2021, the
South Carolina Supreme Court has waived the requirement that new admittees
attend an Essentials Series course in-person at the SC Bar Conference
Center. Therefore, if you choose to
fulfill the requirement online, you may do so by completing a pre-recorded,
on-demand version of the program of your choice no later than the annual MCLE
filing deadline of March 1, 2022. Those
programs will be made available at a later date.
We will, however, offer
each of the Essentials Series programs, live, at the SC Bar Conference
Center. There are advantages to
attending in person.
By Commission rule, only live, in-person MCLE credit hours may be carried forward to the following MCLE reporting period.
Lunch will be provided for those attending in-person.
In-person attendees will be offered significant discounts on SC Bar CLE publications.
Learn more about our in-person CLE safety guidelines.
The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.
Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.
Registration Fees
| Price Description | Amount |
|---|
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
| Barbara Seymour | - | |
| Charlie Davis | - | |
| Jill Rothstein | South Carolina Bar | - |
| Michael Virzi | Virzi Law Firm | - |
| Sabrina Todd | S.C. Attorney General's Office | - |
| Stephanie Weissenstein | Dial Grimm & Rupert | - |
| William Higgins | Graybill, Lansche & Vinzani, LLC | - |
Policy
Need to cancel or transfer your registration? Simply notify us in writing no later than 24 hours prior to the published start time of the seminar at registrar@scbar.org. You will be eligible to receive a full refund, be transferred to the live webcast or archived on-demand version of the same seminar, if available, or to a live or archived seminar of equal or lesser value. If you need to cancel within 24 hours of the start time of a program, you are eligible to take the program in its archived, on-demand format, if available. Neither transfers to the live webcast, nor refunds will be issued for cancellations made within 24 hours of a seminar start time.
Continuing Education
Agenda
8:30 a.m.
Registration
8:55 a.m.
Welcome and
Opening Remarks
9:00 a.m.
Avoiding Conflicts
of Interest
William O. Higgins
Duties to
Prospective Clients
Conflicts
Checking Systems
Personal
Transactions & Relationships
Conflict
Waivers & Informed Consent
10:00 a.m.
Beginning
the Attorney-Client Relationship
Barbara M.
Seymour
Scope of Representation
Types of Fee Structures
Timekeeping
& Billing
11:00 a.m.
Mid-morning Break
11:15 a.m.
Managing People
Jill Rothstein
Hiring
& Firing
Staff
Supervision
Unauthorized
Practice of Law
11:45 p.m.
Civility and Professionalism
Jill Rothstein
The Lawyer’s
Oath
SC Bar Standards
of Professionalism
12:15 p.m.
Lunch (provided)
1:30 p.m.
Confidentiality
Michael J.
Virzi
Confidentiality vs. Attorney-Client Privilege
Disclosure & Informed Consent
Disclosure Exceptions
Confidentiality & Technology
2:20 p.m.
Managing
Time
Thomas Pendarvis
Client
Communications
Calendaring
& Docket Management
File
Storage & Document Retention
3:00 p.m.
Afternoon Break
3:15 p.m.
Breakout 1: Managing Money
Sabrina C. Todd
Record-keeping
Requirements
Monthly
Reconciliation
Detecting
Misappropriation & Fraud
Breakout 2: Ethics for Government
Lawyers
C. Tex Davis
Who is
the client?
Advice
vs. Advocacy
Special
rules for government lawyers
State
Ethics Act
4:20 p.m.
Ending the Attorney-Client Relationship
Stephanie Weissenstein
Withdrawal
from Pending Cases
File Retention
Succession
Planning
5:00 p.m.
Adjourn