Ethics & Specialty Credits

4.22

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 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
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
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
Paul Hulbert
Greg Haubrich
With Paul J. Hulbert from Ogletree Deakins + 1 other
Recorded March 30, 2026.
Product ID 101638

Buy This Course

Course Includes
$259

OnDemand Video

Course Book Download

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 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
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
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

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 2 Total Credits
  • 2 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 2: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 2.0 hours of credit, which includes 0.0 hours of MCLE credit and 2.0 hour of MECLE credit.

Video Download - Alaska CLE - 2: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 2.0 hours of credit, which includes 0.0 hours of MCLE credit and 2.0 hour of MECLE credit.

Alabama CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - Alabama CLE - 2: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 2.0 on-demand credit hours, including 2.0 ethics/professionalism credit.

Arkansas CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Arkansas CLE - 2: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 2.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 2: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 2.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 2 Total Credits
  • 2 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 2: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 2.0 hours toward your annual CLE requirement for the State of Arizona, including 2.0 hour of professional responsibility.

Video Download - Arizona CLE - 2: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 2.0 hours toward your annual CLE requirement for the State of Arizona, including 2.0 hour of professional responsibility.

California CLE Approved · 2 Total Credits
  • 2 Legal Ethics

Earn Until

OnDemand - California CLE - 2: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 2.0 hours of participatory credit, of which 2.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 2: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 2.0 hours of self-study credit, of which 2.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 2 Total Credits
  • 2 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 2.0 professional responsibility credit.

Video Download - Colorado CLE - 2: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 2.0 professional responsibility credit.

Connecticut CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 2: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 2.0 self-study hours toward your annual CLE requirement in Connecticut, including 2.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 2: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 2.0 self-study hours toward your annual CLE requirement in Connecticut, including 2.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Delaware CLE - 2: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 2.0 hours of eCLE credit, including 2.0 hour of ethics.

Florida CLE Approved · 2.5 Total Credits
  • 2.5 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 2.5: Approved by The Florida Bar, this program qualifies for 2.50 general hours of CLER self-study credit including 2.50 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 2.5: Approved by The Florida Bar, this program qualifies for 2.50 general hours of CLER self-study credit including 2.50 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Georgia CLE - 2: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 2.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 2.0 hour of distance learning ethics.

Video Download - Georgia CLE - 2: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 2.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 2.0 hour of distance learning ethics.

Hawaii CLE Approved · 2 Total Credits
  • 2 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 2: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 2.0 hours of credit for the state of Hawaii, which includes 2.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 2: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 2.0 hours of credit for the state of Hawaii, which includes 2.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 2 Total Credits
  • 2 Legal Ethics

Earn Until

OnDemand - Iowa CLE - 2: "Ethics for Litigators: Money Matters" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 2.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 2.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Approved · 2 Total Credits
  • 2 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 2: Approved for 2.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 2.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 2: Approved for 2.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 2.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 2 Total Credits
  • 2 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 2: This program has been approved by the Illinois MCLE Board for 2.0 hours of recorded technology CLE credit, which includes approval for 2.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 2: This program has been approved by the Illinois MCLE Board for 2.0 hours of recorded technology CLE credit, which includes approval for 2.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Indiana CLE - 2: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 2.0 hours of distance education, which includes 2.0 hour of ethics.

Kansas CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of prerecorded format continuing legal education credit, which includes 2.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of prerecorded format continuing legal education credit, which includes 2.0 hour of ethics and professionalism credit.

Louisiana CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Louisiana CLE - 2: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 2.0 hours (based on a 60-minute credit hour) of computer based credit, of which 2.0 hour will apply to computer based ethics credit. This course will apply toward the fulfillment of the newly admitted member requirement.

Maine CLE Approved · 2 Total Credits

Earn Until

OnDemand - Maine CLE - 2: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.0 hours of self-study CLE credit.

Video Download - Maine CLE - 2: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.0 hours of self-study CLE credit.

Course Book - Maine CLE - 2: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.0 hours of self-study CLE credit.

Minnesota CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Minnesota CLE - 2: Approved for 2.0 hours of standard on-demand CLE credit, including 2.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 2: Approved for 2.0 hours of standard on-demand CLE credit, including 2.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 2.4 Total Credits

Earn Until

OnDemand - Missouri CLE - 2.4: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 2.40 self-study CLE credit hours.

Video Download - Missouri CLE - 2.4: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 2.40 self-study CLE credit hours.

Course Book - Missouri CLE - 2.4: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 2.40 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 2 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 2: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 2.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 2: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 2.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 2: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 2.0 hours of self-study CLE credit.

Montana CLE Approved · 2 Total Credits
  • 2 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 2: This program qualifies for 2.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 2.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 2: This program qualifies for 2.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 2.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 2 Total Credits
  • 2 Professional Responsibility

Earn Until

OnDemand - North Carolina CLE - 2: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 2.0 hours of online CLE credit, including 2.0 professional responsibility.

Video Download - North Carolina CLE - 2: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 2.0 hours of online CLE credit, including 2.0 professional responsibility.

North Dakota CLE Upon Request · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - North Dakota CLE - 2: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - North Dakota CLE - 2: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Nebraska CLE Approved · 2 Total Credits
  • 2 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 2: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 2.0 distance learning CLE credits, including 2.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 2: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 2.0 distance learning CLE credits, including 2.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 2: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 2: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 2.4 Total Credits
  • 2.4 Ethics/Professionalism

Earn Until

OnDemand - New Jersey CLE - 2.4: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.40 hours of alternative format CLE credit. Of these, 2.40 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 2.4: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.40 hours of alternative format CLE credit. Of these, 2.40 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - New Mexico CLE - 2: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 2.0 hours of self-study credit, including 2.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 2: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 2.0 hours of self-study credit, including 2.0 hour of self-study ethics credit.

Nevada CLE Approved · 2 Total Credits
  • 2 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 2: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 2.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 2.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 2: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 2.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 2.0 hour of alternative format ethical considerations.

New York CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 2: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 2.0 credit hours. 2.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 2: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 2.0 credit hours. 2.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 2 Total Credits
  • 2 Professional Conduct

Earn Until

OnDemand - Ohio CLE - 2: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 2.0 self-study CLE credit hours, including 2.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 2: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 2.0 self-study CLE credit hours, including 2.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 2.5 Total Credits
  • 2.5 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 2.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.50 of On Demand CLE credit hours, which includes 2.50 hour of legal ethics.

Video Download - Oklahoma CLE - 2.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.50 of On Demand CLE credit hours, which includes 2.50 hour of legal ethics.

Oregon CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Oregon CLE - 2: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 0.0 hours of general continuing legal education credit and 2.0 hour of ethics credit.

Video Download - Oregon CLE - 2: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 0.0 hours of general continuing legal education credit and 2.0 hour of ethics credit.

Pennsylvania CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 2: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 2.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 2.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 2: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 2.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 2.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

South Carolina CLE Approved · 2 Total Credits
  • 2 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - South Carolina CLE - 2: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 2.0 alternatively delivered hours, of which 2.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 2: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 2.0 hours of Distance Learning credit, including 2.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 2 Total Credits
  • 2 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Texas CLE - 2: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 2.0 credit hours, of which 2.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Video Download - Texas CLE - 2: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 2.0 credit hours, of which 2.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Utah CLE - 2: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 2.0 hours of self-study CLE credit for Utah attorneys, which includes 2.0 hour of ethics credit.

Video Download - Utah CLE - 2: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 2.0 hours of self-study CLE credit for Utah attorneys, which includes 2.0 hour of ethics credit.

Virginia CLE Approved · 2 Total Credits
  • 2 Ethics/Professionalism

Earn Until

OnDemand - Virginia CLE - 2: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 2.0 hours of prerecorded credit, of which 2.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 2: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 2.0 hours of prerecorded credit, of which 2.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Vermont CLE - 2: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 2.0 hours of self-study credit, including 2.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 2: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 2.0 hours of self-study credit, including 2.0 hour of self-study ethics credit.

Washington CLE Approved · 2 Total Credits
  • 2 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 2: This program qualifies for 2.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 2.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 2: This program qualifies for 2.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 2.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 2 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 2: Approved for 2.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 2: Approved for 2.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 2.4 Total Credits
  • 2.4 Ethics

Earn Until

OnDemand - West Virginia CLE - 2.4: This program qualifies for 2.40 hours of pre-recorded credit, which includes 2.40 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 2.4: This program qualifies for 2.40 hours of pre-recorded credit, which includes 2.40 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 2 Total Credits
  • 2 Ethics

Earn Until

OnDemand - Wyoming CLE - 2: The Wyoming State Board of Continuing Legal Education has granted 2.0 hours of Continuing Legal Education Credit, including 2.0 hour of ethics.

Video Download - Wyoming CLE - 2: The Wyoming State Board of Continuing Legal Education has granted 2.0 hours of Continuing Legal Education Credit, including 2.0 hour of ethics.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 2 Total Credits

Earn Until

Course Book - Maine CLE - 2: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.0 hours of self-study CLE credit.

Missouri CLE Approved · 2.4 Total Credits

Earn Until

Course Book - Missouri CLE - 2.4: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 2.40 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 2 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 2: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 2.0 hours of self-study CLE credit.
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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