2022-2023 Ethics Essentials


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Seminar Agenda
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.

 

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
Barbara M. Seymour
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 5.86 MCLE credit hours, including up to 5.86 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 2023, please use this course code: 239134ADOE.

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2024, please use this course code:  241279ADOE.

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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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