2023-24 Ethics Essentials Out of Stock
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Product Details
About the
Seminar
Join the SC Bar CLE Division for the 2023-2024 Ethics Essentials Course. Planned by Barbara Seymour, this full day program will feature practitioners in the field whose goal is to provide you with practical advice.
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.
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
Confidentiality
Michael Virzi
Confidentiality
vs. Attorney-Client Privilege
Disclosure
& Informed Consent; Disclosure Exceptions
Confidentiality
& Technology
Beginning the
Attorney-Client Relationship
Barbara M.
Seymour
Scope of
Representation
Types of Fee
Structures
Timekeeping
& Billing
Managing People
Barbara M.
Seymour
Hiring &
Firing
Staff Supervision
Unauthorized
Practice of Law
Civility and
Professionalism
Barbara M.
Seymour
The Lawyer’s
Oath
SC Bar
Standards of Professionalism
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
Adjourn
Mandatory MCLE Credit Hours
This seminar qualifies for 6.16 MCLE credit hours,
including up to 6.16 LEPR credit hours.
This is a Basic Level Program.