Ethics & Specialty Credits

Live Online

Transactional Ethics

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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 Upon Request 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 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
Mississippi CLE Approved 3 Total
Montana CLE Pending 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
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Pending 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Live Online
3 hours
Douglas Lineberry
Mary Stewart Nelson
Craig Wagnild
John Blanchard
Gerald Connor
With Douglas L. Lineberry from Maynard Nexsen + 4 others

Fri, Sep 18, 00:00 AM – 00:00 PM

Product ID 102288

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.


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Overview

Fulfill Your Ethics Credit Requirements and Get Actionable Legal Skills

This specialized legal course focuses on the legal ethics rules and dilemmas unique to contract negotiations and other aspects of transactional legal practice. Explore the duties of due diligence in detail and get practical tips for preventing legal malpractice - register today!

  • Protect client confidentiality while sharing the information necessary to complete the deal.
  • Clarify the scope of your legal representation to manage client expectations and avoid allegations of malpractice.
  • Learn how to stay in legal ethics compliance without compromising your contract negotiating skills.
  • Set clear boundaries with clients from the start with well-drafted engagement agreements.

Abbreviated Agenda

  1. Conflicts of Interest in Transactional Representation
  2. Competence and Diligence
  3. Honesty, Transparency, Fairness in Negotiation and Deal-Making
  4. Ethics in Contract Drafting
  5. Confidentiality and Privilege in Transactions
  6. Fee Arrangements, Billing, and Scope of Representation

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Product ID 102288

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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 Upon Request 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 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
Mississippi CLE Approved 3 Total
Montana CLE Pending 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
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Pending 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Conflicts of Interest in Transactional Representation

  2. Competence and Diligence

  3. Honesty, Transparency, Fairness in Negotiation and Deal-Making

  4. Ethics in Contract Drafting

  5. Confidentiality and Privilege in Transactions

  6. Fee Arrangements, Billing, and Scope of Representation

Who Should Attend

This basic legal ethics course is designed for attorneys. It will also benefit in-house counsel and paralegals.

Speakers

Douglas L Lineberry
Douglas L.
Lineberry
Maynard Nexsen
Mary Stewart Nelson
Mary Stewart
Nelson
Fish Nelson & Holden, LLC
Craig P Wagnild
Craig P.
Wagnild
Lung Rose Voss Wagnild
John M Blanchard
John M.
Blanchard
Lung Rose Voss Wagnild
Gerald A Connor
Gerald A.
Connor
Margolis Edelstein
Speaker bio
Douglas L Lineberry

Douglas L. Lineberry

Maynard Nexsen
Douglas Lineberry

is a shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.

Speaker bio
Mary Stewart Nelson

Mary Stewart Nelson

Fish Nelson & Holden, LLC
Mary Stewart Nelson

is a member of the Birmingham law firm Fish Nelson & Holden, LLC. Her expertise focuses on corporate law, contracts, insurance, and real property. Ms. Nelson leads the law firm's Real Property & Corporate divisions, offering legal services such as real estate closings, corporate formation and management, and transactional work. She also leads the law firm's Mediation Center, as a civil and appellate mediator on the State Roster for the Alabama Center of Dispute Resolution. Ms. Nelson earned her Juris Doctor degree from The University of Alabama School of Law. While in law school, she was a member of the John A. Campbell Moot Court Board and served as a managing editor on the Law & Psychology Review. She was also inducted into the Bench & Bar Honor Society. Prior to law school, Ms. Nelson attended Birmingham-Southern College, where she earned a Bachelor of Arts degree, with a distinction in leadership studies. Currently, she is a member of the Alabama State Bar and Birmingham Bar Association.

Speaker bio
Craig P Wagnild

Craig P. Wagnild

Lung Rose Voss Wagnild
Craig Wagnild

is the managing partner at the Honolulu law firm of Lung Rose Voss Wagnild, where he serves as chair of the firm's Transactional Law Department. He concentrates his practice in business entities and corporate law, real estate transactions, commercial leasing, real estate development, real estate finance, general business, and international business transactions. Mr. Wagnild was a co-editor and co-author of the Hawaii Business Entity Forms Manual (HSBA 2007), and regularly assists clients in structuring and forming limited liability companies and other business entities. He was recognized in Best Lawyers® as Lawyer of the Year for Business Organizations (including LLCs and partnerships) in 2014 and again in 2022, and as Lawyer of the Year for Real Estate in 2023. Mr. Wagnild has been repeatedly recognized in the areas of business organizations, corporate law and real estate law. He is a member of the Hawaii State Bar Association, Washington State Bar Association, American Bar Association and Japan-America Society of Hawaii. Mr. Wagnild served as the 2013 president of the Hawaii State Bar Association, and has served as chair of both the Business Law and the International Law sections of the Hawaii Bar. Mr. Wagnild and his wife Debbie live in Kaneohe, Hawaii and have two boys, Parker (20) and Zachary (16).

Speaker bio
John M Blanchard

John M. Blanchard

Lung Rose Voss Wagnild
John Blanchard

is an associate at the Honolulu law firm of Lung Rose Voss Wagnild. His areas of practice include business entities and corporate law, real estate transactions, commercial leasing, real estate development, real estate finance, general business, and international business transactions. Mr. Blanchard obtained his law degree, cum laude, from the University of Hawai‘i at Mānoa, William S. Richardson School of Law. He is a member of the Hawaii State Bar Association and the American Bar Association. While attending law school, Mr. Blanchard obtained a certificate in environmental law, served as managing editor for the University of Hawai'i Law Review, and received CALI Excellence for the Future Awards for the highest grades in contract drafting and legal research. Before joining his current firm, Mr. Blanchard practiced at another Honolulu firm representing lenders in commercial financing, as well as other real estate and development matters. Before obtaining his law degree, he worked in business development and legal marketing for an international law firm. Mr. Blanchard and his wife Anna live on the Island of Oahu, Hawaii, where they enjoy hiking, the beach, and all things outside with their two dogs.

Speaker bio
Gerald A Connor

Gerald A. Connor

Margolis Edelstein
Gerald Connor

is a partner and trial attorney in the Scranton, Pennsylvania office of Margolis Edelstein, a full service multi-state litigation provider to the insurance industry, major corporations and governmental entities. He focuses his practice on casualty litigation, ranging from automobile and general liability claims to products liability, construction litigation and workers' compensation claims. Mr. Connor also has extensive experience in commercial litigation, intellectual property issues, municipal claims, and employment law. He has handled dozens of trials, administrative hearings and arbitrations to verdict, and is active at the appellate level in both state and federal court. Mr. Connor is a member of the Lackawanna County and Pennsylvania bar associations. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Widener University School of Law.

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