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Overview
A Fast-Paced Guide to Avoiding Common Ethical Perils
While most attorneys strive for professionalism throughout their practice, it can be difficult to find clear answers when stepping into one of the many grey areas that exist under the model rules today. This program walks attendees through 20 opaque, slippery, or otherwise perplexing ethical predicaments that can stump any lawyer. From billing practices to puffery, explore a wide array of common issues in a format designed to be engaging and practical for all - register today!
- Learn how to avoid unintentional clients and common engagement and fee agreement traps.
- Delve into risks presented by migrating attorneys, permissible conflicts, and waivers.
- Identify and overcome present-day ethics and technology challenges.
- Explore billing and trust fund issues that can land you in hot water.
- Uncover practical strategies for handling disputes over case strategy and withdrawing from representation.
Abbreviated Agenda
- 20 Ethical Dos and Don'ts for Every Attorney - Part 1
- 20 Ethical Dos and Don'ts for Every Attorney - Part 2
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 03-31-2028 |
| Alabama CLE |
|
3 Total | 12-31-2026 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 03-31-2028 |
| California CLE |
|
3 Total | 03-31-2028 |
| Colorado CLE |
|
4 Total | 12-31-2026 |
| Connecticut CLE |
|
3 Total | 03-31-2028 |
| Delaware CLE |
|
3 Total | 03-31-2028 |
| Florida CLE |
|
3.5 Total | 09-30-2027 |
| Georgia CLE |
|
3 Total | 12-31-2027 |
| Hawaii CLE |
|
3 Total | 03-31-2028 |
| Iowa CLE |
|
3 Total | 03-31-2027 |
| Idaho CLE |
|
3 Total | 12-31-2029 |
| Illinois CLE |
|
3 Total | 03-29-2028 |
| Indiana CLE |
|
3 Total | 03-31-2027 |
| Kansas CLE |
|
3.5 Total | 03-30-2027 |
| Kentucky CLE |
|
3 Total | 06-30-2026 |
| Maine CLE |
|
3 Total | 03-29-2028 |
| Minnesota CLE |
|
3 Total | 12-31-2026 |
| Missouri CLE |
|
3.6 Total | 03-31-2028 |
| Northern Mariana Islands CLE |
|
3 Total | 03-31-2028 |
| Mississippi CLE |
|
3 Total | 07-31-2026 |
| Montana CLE |
|
3 Total | 03-31-2029 |
| North Carolina CLE |
|
3 Total | 02-28-2027 |
| North Dakota CLE |
|
3 Total | 03-31-2029 |
| Nebraska CLE |
|
3 Total | 03-31-2028 |
| New Hampshire CLE |
|
3 Total | 03-31-2029 |
| New Jersey CLE |
|
3.6 Total | 12-09-2026 |
| New Mexico CLE |
|
3 Total | 03-31-2028 |
| Nevada CLE |
|
3 Total | 03-31-2029 |
| New York CLE |
|
3.5 Total | 03-31-2029 |
| Ohio CLE |
|
3 Total | 12-31-2026 |
| Oklahoma CLE |
|
3.5 Total | 12-31-2026 |
| Oregon CLE |
|
3 Total | 03-31-2029 |
| Pennsylvania CLE |
|
3 Total | 03-31-2028 |
| Rhode Island CLE |
|
3.5 Total | 06-30-2026 |
| South Carolina CLE |
|
3 Total | 12-31-2026 |
| Tennessee CLE |
|
3 Total | 03-30-2028 |
| Texas CLE |
|
3 Total | 02-28-2027 |
| Utah CLE |
|
3 Total | 12-31-2026 |
| Virginia CLE |
|
3 Total | 10-31-2026 |
| Vermont CLE |
|
3 Total | 03-31-2028 |
| Washington CLE |
|
3 Total | 03-30-2031 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2027 |
| West Virginia CLE |
|
3.6 Total | 03-31-2028 |
| Wyoming CLE |
|
3 Total | 12-09-2026 |
Select Jurisdiction
CLE
Agenda
-
20 Ethical Dos and Don'ts for Every Attorney - Part 1
- Avoiding Unintentional Attorney-Client Relationships
- Sidestepping Common Engagement Agreement Mistakes
- Understanding the Risks of Lateral Moves and Imputed Conflicts
- Misidentifying Permissible Conflicts of Interest
- Failing to Obtain Clear, Informed Client Consent
- Crossing State Boundaries When Taking on New Clients
- Puffing Outside the Bounds of Model Rule 7.1
- Tech Incompetence When Lawyering From Home
- Letting Non-Lawyer Staff Go Rogue
- Safeguarding Confidentiality in Electronic Communications
-
20 Ethical Dos and Don'ts for Every Attorney - Part 2
- Proceeding Recklessly When Responding to Online Client Reviews
- Staying Diligent in Active Client Communications
- Lack of Clarity in Fee Agreements
- Poor Billing and Invoicing Practices That Lead to Complaints
- Trust Fund Mismanagement
- Ethically Doing Business With Clients
- Effectively Resolving Attorney-Client Disputes Over Case Strategy
- Best Practices for Ending the Attorney-Client Relationship
- Common Pitfalls in Former Client Record Management
- Not Owning Up to Ethical Issues
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Dean R. Dietrich
, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 40 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and consults with law firms and lawyers regularly regarding compliance with the Rules of Professional Conduct. Mr. Dietrich has served as chair of the State Bar Committee on Professional Ethics, in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Mr. Dietrich is a past president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.
Speaker bio
Steven R. Sorenson
is a shareholder with the law firm of von Briesen & Roper, s.c. He is a member of the American Bar Association Law Foundation, chairs the District Three Wisconsin Office of Lawyer Regulation Committee, and serves on the Ethics Committee of the American Bar Association's Legal Education Committee. Mr. Sorenson formerly served as secretary and president of the State Bar of Wisconsin. He is a former member of the House of Delegates of the American Bar Association, former president of both the National Conference of Bar Presidents and the Wisconsin Law Foundation Fellows, and a current member of the foundation's Board of Trustees. Mr. Sorenson presents lectures throughout the state of Wisconsin on various topics, ranging from real estate law to professional ethics. He earned his undergraduate degree from Luther College and his J.D. degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.
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