2021 Ethics Essentials


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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. 

 This seminar is a Basic level program.

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.

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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.

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