Ethics & Specialty Credits

4.2

Ethics for Litigators: Money Matters

Credits Available
Credit Status Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Approved 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Upon Request 2 Total
Kentucky CLE Approved 2 Total
Louisiana CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Carolina CLE Approved 2 Total
North Dakota CLE Upon Request 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Upon Request 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
OnDemand
2 hours 3 minutes
Paul Hulbert
Greg Haubrich
With Paul J. Hulbert from Ogletree Deakins + 1 other
Recorded March 30, 2026.
Product ID 101638

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Overview

Protect Client Trust and Minimize Disputes

In every litigation case, fees and costs are unavoidable - and how they are handled can raise some of the toughest ethical questions you will face. What counts as a "reasonable" litigation expense? How far can you go in splitting fees or accepting referrals? When is it permissible to provide financial assistance to clients or accept third-party funding? This guide goes beyond a reading of the rules to help you navigate real-word issues regarding money matters in litigation. Protect clients, uphold legal ethics principles, and avoid disputes and disciplinary exposure - register today!

  • Ensure clear fee arrangements to minimize misunderstandings down the road.
  • Gain insight into the limits around sharing fees with other attorneys or referring clients.
  • Discover how to ethically manage client expectations regarding litigation results and costs.
  • Examine the ethical boundaries for providing financial assistance to clients.

Abbreviated Agenda

  1. Ethics of Fee Arrangements and Fee Agreements
  2. Managing Client Expectations, Litigation Costs, and Fees
  3. Client Financial Assistance and Third-Party Financing
  4. Ethically Managing Fee Disputes and Fee Collection
  5. Fee Splitting and Referral Fees
  6. Legal Ethics of Settlements and Trust Accounts

Related Topics

Product ID 101638

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Approved 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Upon Request 2 Total
Kentucky CLE Approved 2 Total
Louisiana CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Carolina CLE Approved 2 Total
North Dakota CLE Upon Request 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Upon Request 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Ethics of Fee Arrangements and Fee Agreements

    1. ABA Model Rule 1.5: The 8 Factors
    2. Different Fee Arrangements, Different Issues
    3. Fee Agreement Best Practices

  2. Managing Client Expectations, Litigation Costs, and Fees

    1. Managing Client Expectations for Litigation Results
    2. Balancing Zealous Representation With Prudent Cost Management
    3. Reasonable vs. Unreasonable Costs and Expenses of Litigation
    4. Billing Issues and Answers: Block Billing, Administrative Work, AI-Assisted Work, Short But Frequent Client Communications

  3. Client Financial Assistance and Third-Party Financing

    1. Permitted vs. Unpermitted Assistance
    2. "Modest" Gifts in Pro Bono Work
    3. Loans
    4. Third-Party Litigation Finance Ethical Concerns

  4. Ethically Managing Fee Disputes and Fee Collection

    1. Top Causes of Fee Disputes
    2. Withdrawal and Fee Disputes
    3. Determining Your Right to Fees
    4. Collecting Fees Without Crossing Ethical Lines

  5. Fee Splitting and Referral Fees

    1. Client Consent and Disclosure
    2. Reasonableness
    3. Preventing Improper Solicitation
    4. Avoiding Conflicts of Interest

  6. Legal Ethics of Settlements and Trust Accounts

    1. Ethical Considerations in Settlement
    2. Trust Accounts and Safekeeping Client Funds

Who Should Attend

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

Speakers

Paul J Hulbert
Paul J.
Hulbert
Ogletree Deakins
Greg H Haubrich
Greg H.
Haubrich
Foshee & Yaffe
Speaker bio
Paul J Hulbert

Paul J. Hulbert

Ogletree Deakins
Paul Hulbert

is an associate with the Salt Lake City office of Ogletree Deakins. He is a labor and employment litigator. Mr. Hulbert's practice focuses on representing employers in state and federal court and before administrative agencies. Before joining Ogletree Deakins, he served as a U.S. Navy Judge Advocate. As a military prosecutor, Mr. Hulbert managed a heavy caseload at all litigation stages up to sentencing, including prosecuting two cases to verdict in jury trials. While serving as military defense counsel, he tried over 20 administrative employment termination hearings. Mr. Hulbert delivered outstanding results for his clients, with 71% of hearings resulting in either a finding of no misconduct or a recommendation of retention. While studying at J. Reuben Clark Law School (Brigham Young University), he held leadership positions in the Trial Advocacy Team, Journal of Public Law, Military & National Security Club, and Government & Politics Legal Society. Mr. Hulbert spent his first summer of law school with the Homicide and Violent Crime Unit of the King County Prosecuting Attorney's Office, and his second summer with the U.S. Navy at the headquarters of Commander, Navy Region Southwest. Additionally, he worked as a law clerk at the Civil Division of the Salt Lake County District Attorney's Office and as an extern with both the Utah County Public Defender's Office and the BYU Community Legal Clinic. During the year leading up to law school, Mr. Hulbert served as an AmeriCorps Volunteer in Service to America (VISTA), where he helped manage a community center for low-income families. He is admitted to practice in Utah and Washington.

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Speaker bio
Greg H Haubrich

Greg H. Haubrich

Foshee & Yaffe
Greg Haubrich

is a personal-injury trial lawyer with Foshee & Yaffe. He is licensed in Oklahoma and all Oklahoma federal district courts, the 10th Circuit, and the United States Supreme Court. For 40 years, Mr. Haubrich's practice has been solely dedicated to representing injured people in insurance claims. including bad faith, product liability, civil rights, tort claims, medical product liability, medical negligence, vehicle wrecks, and premises liability. He is a sustaining member of the Oklahoma Association for Justice, was the organization's CLE chair for about ten years, and for many years wrote "The Barrister's Column", practical advice on how to try jury cases.

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