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Ethics & Specialty Credits

4.41

When Clients Cross the Line: The Ethics of Managing Dishonest or Difficult Clients

Credits Available
Credit Status Total
California MCLE Paralegal Approved 2 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 Upon Request 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Approved 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 Approved 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 0 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Upon Request 2 Total
Delaware Certified Paralegal Program Approved 2 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 2 Total
Montana CLE Credit for Paralegals Approved 2 Total
North Carolina Continuing Paralegal Education Approved 2 Total
New Mexico Paralegal Division, State Bar of Approved 2 Total
Ohio Certified Paralegals Approved 2 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 2 Total
OnDemand
1 hours 56 minutes
James Adray
Jason Hicks
With James S. Adray from Adray & Ward + 1 other
Coming Soon! OnDemand recording will be available on July 02, 2026.
Product ID 102028

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$259

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Overview

How to Stay Ethical When Clients Lie, Omit, or Manipulate

When dishonesty or unreasonable client expectations surface, lawyers face ethical exposure. In this program, our experienced faculty provides you with guidance for managing difficult clients and staying compliant. Identify essential guidelines for setting boundaries with clients, gain tips for balancing the duty of confidentiality and the duty of honesty and truthfulness, and more. Register today!

  • Examine best practices for setting boundaries with clients.
  • Determine how to recognize and handle client dishonesty.
  • Uncover practical guidance for managing client disputes.
  • Discover best practices for withdrawing from a case.

Abbreviated Agenda

  1. Setting and Maintaining Boundaries With Demanding Clients
  2. Spotting and Addressing Client Dishonesty
  3. Managing Client Disputes and Other Difficult Interactions: Communication Tips
  4. When and How to Exit a Case: Permissive, Mandatory, and Noisy Withdrawals

Related Topics

Product ID 102028

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 2 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 Upon Request 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Approved 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 Approved 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 0 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Upon Request 2 Total
Delaware Certified Paralegal Program Approved 2 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 2 Total
Montana CLE Credit for Paralegals Approved 2 Total
North Carolina Continuing Paralegal Education Approved 2 Total
New Mexico Paralegal Division, State Bar of Approved 2 Total
Ohio Certified Paralegals Approved 2 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 2 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Setting and Maintaining Boundaries With Demanding Clients

  2. Spotting and Addressing Client Dishonesty

    1. Tension Between the Duty of Confidentiality vs. the Duty of Truthfulness and Honesty
    2. How to Determine If Your Client Is Lying
    3. Tactics for Fostering Honesty and Trust With Clients

  3. Managing Client Disputes and Other Difficult Interactions: Communication Tips

  4. When and How to Exit a Case: Permissive, Mandatory, and Noisy Withdrawals

Who Should Attend

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

Speakers

James S Adray
James S.
Adray
Adray & Ward
Jason F Hicks
Jason F.
Hicks
Guilford County Attorney's Office
Speaker bio
James S Adray

James S. Adray

Adray & Ward
James Adray

is a partner in the Toledo law firm of Adray & Ward, where he practices in the areas of business law, probate, estate planning, divorce, and medical malpractice. He also deals with estate tax issues. Mr. Adray is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. He has taught at the University of Toledo Law School and College of Education. Mr. Adray is a member of the State Bar of Michigan (Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (Family Law and Alternative Dispute Resolution committees) and Toledo bar associations. He earned both his B.A. degree and his J.D. degree from the University of Toledo.

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Speaker bio
Jason F Hicks

Jason F. Hicks

Guilford County Attorney's Office
Jason Hicks

is a deputy county attorney with Guilford County, North Carolina. He is licensed in both Tennessee and North Carolina. Mr. Hicks is admitted to practice in the federal district courts of the Middle District of North Carolina and Tennessee, and the federal appellate courts of the fourth and sixth circuits. Over the course of his career, he has practiced family/divorce law, probate, and civil litigation, as well as elder law, juvenile law, and local government law. Mr. Hicks is a member of the Greensboro, District 24 (NC), Putnam County (TN), Tennessee, North Carolina, and American bar associations. He serves as a member of the board of directors, chair of the community involvement committee, and the fellows committee chairman for the Greensboro Bar Association. Mr. Hicks is currently the immediate past president of the North Carolina DSS Attorney's Association. He is past president of the Putnam County Bar Association and the Upper Cumberland Trial Lawyers Association. Mr. Hicks is also the past vice president of the Tennessee Bar Association-Young Lawyers Division. With the North Carolina State Bar Association, he serves on the BarCARES Board of Directors, Council for the Local Government and Public Sector Section, and Council for the Juvenile Justice and Children's Rights Council. Mr. Hicks is a frequent speaker at legal education seminars having presented over eighty continuing legal education presentations. He is a member of the Phi Alpha Delta Legal Fraternity and chief legal advisor for the fraternity. Mr. Hicks is a master member and vice president of the Guilford Chapter, American Inn of Courts and chair for the Program Review Committee, American Inn of Courts. He earned his B.A. degree from The University of Tennessee, Knoxville and his J.D. degree from Faulkner University, Thomas Goode Jones School of Law. Outside of the profession, Mr. Hicks is involved in the Masonic fraternity, United Methodist Church, and Scouting America (Boy Scouts).

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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