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Event Information

2023-24 Ethics Essentials

February 15, 2024


Credits

N/A

MCLE: 6.16

Ethics: 6.16



Pricing
Essential Committee Member
$275.00
Essential Committee Member (After 1/30/2024)
$325.00


Dates
Thursday, February 15, 2024

Time
9:00 AM - 5:00 PM



Registration Deadline
Wednesday, February 14, 2024

Walk-In Registration Fee:
An additional walk-in registration fee of $50 will be applied to registrations the day of the program upon arrival at the registration site. This fee is intended to cover the additional administrative costs associated with on-site registrations.
 

Join the SC Bar CLE Division on Thursday, February 15, 2024 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. 

This seminar is a basic level program.

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

Essential Committee Member
$275.00
Essential Committee Member (After 1/30/2024)
$325.00
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 a.m.              

Avoiding Conflicts of Interest

William O. Higgins

Duties to Prospective Clients

Conflicts Checking Systems

Personal Transactions & Relationships

Conflict Waivers & Informed Consent

 

10 a.m.            

Confidentiality

Michael Virzi

Confidentiality vs. Attorney-Client Privilege

Disclosure & Informed Consent; Disclosure Exceptions

Confidentiality & Technology

 

10:50 a.m.       

Mid-morning Break

 

11:05 a.m.       

Beginning the Attorney-Client Relationship

Barbara M. Seymour

Scope of Representation

Types of Fee Structures

Timekeeping & Billing

                       

12:05 p.m.       

Lunch (provided)

 

1:05 p.m.         

Managing People

Jill Rothstein

Hiring & Firing

Staff Supervision

Unauthorized Practice of Law

                       

1:35 p.m.         

Civility and Professionalism

Jill Rothstein   

The Lawyer’s Oath

SC Bar Standards of Professionalism

                       

2:05 p.m.         

Managing Time

Thomas Pendarvis

Client Communications

Calendaring & Docket Management

File Storage & Document Retention

 

2:45 p.m.         

Break

 

3:00 p.m.         

BREAKOUTS

 

Managing Money                                

Sabrina C. Todd                                                         

Record-keeping Requirements                                      

Monthly Reconciliation                                                  

Detecting Misappropriation & Fraud

 

Ethics for Government Lawyers

Barbara M. Seymour

Who is the client?         

Advice vs. Advocacy    

Special rules for government lawyers     

State Ethics Act

 

 

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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