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Event Information

2022-2023 Ethics Essentials

February 15, 2023


Credits

N/A

MCLE: 6.16

Ethics: 6.16



Pricing
CLE Big Ticket
$0.00
Essential Committee Member
$250.00


Dates
Wednesday, February 15, 2023

Time
8:50 AM - 04:40 PM



Registration Deadline
Wednesday, February 15, 2023

Live in person hours Only at Midlands Technical College, Airport Campus (Mary Robertson Conference Center), 1260 Lexington Drive, West Columbia - No Site Locations 

 

Join the SC Bar CLE Division on Wednesday, February 15 for the 2022 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.

This program qualifies for 6.16 MCLE, including up to 6.16 LEPR. SC Supreme Court Commission Course # 230301E

For those required 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.

All essentials programs will be held live at the SC Bar Conference Center, Columbia. 

Programs will not be available via live webcast.

Lunch will be provided for those attending in-person.

In-person attendees will be offered discounts on SC Bar CLE publications.

 


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

CLE Big Ticket
$0.00
Essential Committee Member
$250.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At

Policy

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)

1:15 p.m.  Confidentiality 
Barbara M. Seymour
Confidentiality vs. Attorney-Client Privilege
Disclosure & Informed Consent
Disclosure Exceptions
Confidentiality & Technology

2:05 p.m.  Managing Time 
Thomas Pendarvis
Client Communications
Calendaring & Docket Management
File Storage & Document Retention

2:45 p.m.  Afternoon Break

3:00 p.m.  Managing Money
Sabrina C. Todd
Record-keeping Requirements
Monthly Reconciliation
Detecting Misappropriation & Fraud

4:00 p.m.  Ending the Attorney-Client Relationship 
Stephanie Weissenstein
Withdrawal from Pending Cases
File Retention
Succession Planning

4:40 p.m.  Adjourn
 

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