Ethics & Specialty Credits

4.56

Legal Ethics: The Do's and Don'ts of Client Communications

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
2 hours 53 minutes
Howard Lotven
With Howard L. Lotven from Howard L. Lotven P.C.
Recorded April 04, 2025
Product ID 100033

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Overview

Tips for Communicating With Elderly Clients, Dos and Don'ts of Online Marketing, and More

How often do you need to make contact with your clients? What should you do if your client lies to you or misrepresents key case facts? Is it appropriate to accept a friend request from a client, or is that crossing an ethical line? In this practical program, our faculty will guide you through the dos and don'ts of client communications. Build your knowledge - register today!

  • Uncover practical guidance for clearly communicating the beginning - and the end - of the attorney-client relationship.
  • Come away with strategies for overcoming common communication issues.
  • Examine best practices for communicating with clients with disabilities.
  • Review essential guidelines for communicating with clients via social media.

Abbreviated Agenda

  1. Key Rules of Professional Conduct Governing Client Communications
  2. Clearly Communicating the Beginning, the Terms, and the End of the Attorney-Client Relationship: Legal Best Practices
  3. Active Client Communications: Overcoming Common Issues
  4. When Your Client Lies to You or Misrepresents Facts: Key Steps to Take
  5. Communicating With Elderly Clients and Clients With Disabilities
  6. Client Communications Online and in Social Media - What Is Appropriate?

Related Topics

Product ID 100033

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Key Rules of Professional Conduct Governing Client Communications

  2. Clearly Communicating the Beginning, the Terms, and the End of the Attorney-Client Relationship: Legal Best Practices

  3. Active Client Communications: Overcoming Common Issues

    1. Outlining Attorney and Client Expectations: Why It Matters
    2. Apprising the Client of Case Progress - Contact Frequency and Attorney Fees for Client Communications
    3. Dos and Don'ts of Retainer Agreements
    4. Top 5 Worst Mistakes Attorneys Make That Lead to Client Communication Breakdowns
    5. Guidelines for Keeping Clients Happy

  4. When Your Client Lies to You or Misrepresents Facts: Key Steps to Take

  5. Communicating With Elderly Clients and Clients With Disabilities

  6. Client Communications Online and in Social Media - What Is Appropriate?

    1. How Rules Apply to Phone Calls and Voicemails
    2. Emails and Texts (Including Using Mobile Devices, Employer Computers, Tablets, Metadata Issues, etc.)
    3. Online Marketing and Websites Dos and Don'ts: With Examples
    4. Issues With Discussing Cases on Reddit and Similar Online Forums
    5. Accepting Friend Requests From Clients - OK or Not OK?
    6. Using Public Wi-Fi: Top Risks

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Howard L Lotven
Howard L.
Lotven
Howard L. Lotven P.C.
Speaker bio
Howard L Lotven

Howard L. Lotven

Howard L. Lotven P.C.
Howard Lotven

is a sole practitioner with the law office of Howard L. Lotven P.C. He primarily represents clients in criminal/municipal courts and traffic courts. Mr. Lotven has been either a prosecutor or a defense attorney in more than 10,000 cases. He also represents clients in family law matters, including divorce, paternity, modification of child support, custody and visitation. Mr. Lotven's professional associations and memberships include Volunteer Attorney Project, The Missouri Bar General Practice Committee, Municipal Court Prosecutors Association of Western Missouri, Missouri Municipal and Associate Circuit Judges Association, and Association of Women Lawyers. He is admitted to practice in Missouri, and before the U.S. District Court for the Western District of Missouri and U.S. Federal Court. Mr. Lotven earned his B.A. degree, with honors, from Drake University and his J.D. degree from the University of Missouri-Kansas City School of Law.

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