2021 Ethics Essentials Out of Stock
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WARNING: IF YOU LIVE OR PRACTICE IN SOUTH CAROLINA YOU MAY NOT MEET THE ESSENTIALS REQUIREMENT BY TAKING THIS PROGRAM. YOU MUST ATTEND IN PERSON.
Seminar Agenda
Welcome and Opening Remarks
Avoiding Conflicts of Interest
William O. Higgins
-Duties to Prospective Clients
-Conflicts Checking Systems
-Personal Transactions & Relationships
-Conflict Waivers & Informed
Consent
Beginning the Attorney-Client
Relationship
Barbara M. Seymour
-Scope of Representation
-Types of Fee Structures
-Timekeeping & Billing
Managing People
Jill Rothstein
-Hiring & Firing
-Staff Supervision
-Unauthorized Practice of Law
Civility and Professionalism
Jill Rothstein
-The Lawyer’s Oath
-SC Bar Standards of
Professionalism
Confidentiality
Michael J. Virzi
-Confidentiality vs.
Attorney-Client Privilege
-Disclosure & Informed
Consent
-Disclosure Exceptions
-Confidentiality &
Technology
Managing Time
Thomas Pendarvis
-Client Communications
-Calendaring & Docket
Management
-File Storage & Document
Retention
Managing
Money
Sabrina
C. Todd
-Record-Keeping
Requirements
-Monthly
Reconciliation
-Detecting
Misappropriation & Fraud
Ending the Attorney-Client
Relationship
Stephanie Weissenstein
-Withdrawal from Pending Cases
-File Retention
-Succession Planning
Mandatory
MCLE Credit Hours
This seminar qualifies for 5.91 MCLE credit hours, including up to 5.91 LEPR credit hours.
Note: When submitting your compliance reports
to the SC Commission on CLE and Specialization, if you completed this in 2022, please use this course code: 223702ADOE.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2023, please use this course code: 232070ADOE.
Tags Ethics/Professional Responsibility; Big Ticket; Essential Series