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Overview
Ethical Guidance for Today's Attorneys
Ethics violations don't just happen to careless lawyers - they happen to good attorneys who miss an update, take a shortcut, or assume an old habit still holds. This program cuts through the noise and puts the most consequential ethical issues front and center, from the AI tools reshaping how attorneys work to the trust account rules and social media pitfalls that continue to derail careers. Protect your license, clients, and reputation in an increasingly complex practice environment - register today!
- Understand your competence and supervision duties when using generative AI tools.
- Master the client communication rules that bar complaints are built on.
- Review your obligations when withdrawing from representation.
- Navigate social media without putting your license or your client's case at risk.
- Explore recent disciplinary actions for misconduct and dishonesty.
Abbreviated Agenda
- AI in Legal Practice: Ethics, Obligations, and Pitfalls
- Client Relationships: Communication, Fees, and Trust Accounts
- Conflicts, Candor, and Conduct: Avoiding the Most Common Violations
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Alaska CLE |
|
3 Total |
| Alabama CLE |
|
3 Total |
| Arkansas CLE |
|
3 Total |
| Arizona CLE |
|
3 Total |
| California CLE |
|
3 Total |
| Colorado CLE |
|
4 Total |
| Connecticut CLE |
|
3 Total |
| Delaware CLE |
|
3 Total |
| Florida CLE |
|
3.5 Total |
| Georgia CLE |
|
3 Total |
| Hawaii CLE |
|
3 Total |
| Iowa CLE |
|
3 Total |
| Idaho CLE |
|
3 Total |
| Illinois CLE |
|
3 Total |
| Indiana CLE |
|
3 Total |
| Kansas CLE |
|
3.5 Total |
| Kentucky CLE |
|
3 Total |
| Louisiana CLE |
|
3 Total |
| Maine CLE |
|
3 Total |
| Minnesota CLE |
|
3 Total |
| Missouri CLE |
|
3.6 Total |
| Northern Mariana Islands CLE |
|
3 Total |
| Montana CLE |
|
3 Total |
| North Carolina CLE |
|
3 Total |
| North Dakota CLE |
|
3 Total |
| Nebraska CLE |
|
3 Total |
| New Hampshire CLE |
|
3 Total |
| New Jersey CLE |
|
3.6 Total |
| New Mexico CLE |
|
3 Total |
| Nevada CLE |
|
3 Total |
| New York CLE |
|
3.5 Total |
| Ohio CLE |
|
3 Total |
| Oklahoma CLE |
|
3.5 Total |
| Oregon CLE |
|
3 Total |
| Pennsylvania CLE |
|
3 Total |
| Rhode Island CLE |
|
3.5 Total |
| South Carolina CLE |
|
3 Total |
| Tennessee CLE |
|
3 Total |
| Texas CLE |
|
3 Total |
| Utah CLE |
|
3 Total |
| Virginia CLE |
|
3 Total |
| Vermont CLE |
|
3 Total |
| Washington CLE |
|
3 Total |
| Wisconsin CLE |
|
3.5 Total |
| West Virginia CLE |
|
3.6 Total |
| Wyoming CLE |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3.5 Total |
| Indiana Paralegal CLE |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
AI in Legal Practice: Ethics, Obligations, and Pitfalls
- Competence and AI: What Rule 1.1 Now Requires
- Hallucinated Citations and Court Sanctions: A Growing Crisis
- Confidentiality Risks When Using AI Tools: What Goes Into the Prompt?
- Supervising AI Output: Your Duty to Review and Verify
- Disclosure Obligations: When Must You Tell Your Client You Used AI?
- Billing Ethics and AI Efficiency: Avoiding Fee Arrangement Pitfalls
- Firm AI Governance: Building a Policy That Protects Your License
-
Client Relationships: Communication, Fees, and Trust Accounts
- The Client Communication Rules Regulators Watch Most Closely
- Fee Agreements: What Must Be in Writing and Why
- Trust Account Fundamentals: Safekeeping, Commingling, and Recordkeeping
- Common Trust Account Violations and How to Avoid Them
- Handling Disputed Fees Without Creating an Ethics Problem
- Terminating Representation Ethically: Duties on the Way Out
-
Conflicts, Candor, and Conduct: Avoiding the Most Common Violations
- Identifying and Addressing Conflicts of Interest
- Candor to the Tribunal: What You Must Disclose and When
- Dishonesty and Misconduct: Lesson From Recent Disciplinary Actions
- Social Media Ethics: Advertising Rules, Client Confidentiality, and Litigation Risks
- Duties to Prospective Clients and Unrepresented Parties
- Ethical Duties Across Jurisdictions: Navigating Multi-State Practice
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Daniel H. Butler
is a Shareholder with Segal McCambridge Singer & Mahoney. He was born in New York City and grew up on Long Island, New York, before attending the University of Michigan and Syracuse University College of Law (cum laude). After graduating from Syracuse Law and working for the asset forfeiture department of the Northern District of New York for over a year, Mr. Butler moved back to New York City in 2016 and began working as a litigation attorney. He practiced for six years at a busy litigation firm in Manhattan and focused his practice on the defense of professionals and in construction litigation, before moving to Southern California with his wife. Mr. Butler remains licensed in both New York and California. He also has experience in insurance coverage litigation. As a practicing litigator in California since 2022, Mr. Butler's practice has remained focused on the defense of financial professionals and attorneys as well as construction litigation. He has experience in all facets of litigation by virtue of exclusively litigating complex professional responsibility and construction matters. Mr. Butler has also successfully resolved dozens of cases for private clients and insurance carriers through mediation and alternative dispute resolution mechanisms. He has been selected as a Super Lawyers Rising Star in New York City for the years of 2020 and 2021, and in Southern California for the years of 2023, 2024, and 2025. This is an award given to only 2.5% of practicing attorneys in the region. Mr. Butler has also been published in USI Affinity's newsletter (2017) and in the Professional Liability Defense Federation's quarterly publication (Vol 1. 2021), with both publications concerning issues pertaining to the defense of professionals.
Speaker bio
Kevin J. Kiernan
is a founding partner of Silva, Kiernan & Associates, PLLC, where he concentrates the majority of his practice on criminal defense, DWI and bankruptcy matters. Prior to joining Matthew Silva in private practice, Mr. Kiernan had been a successful prosecutor in North Carolina's Fourth Prosecutorial District, which is comprised of Onslow, Jones, Sampson and Duplin counties. He earned his B.S. degree, magna cum laude, from North Carolina State University (NCSU) and his J.D. degree from Indiana University School of Law. While he completed his studies at NCSU, Mr. Kiernan worked as a Teaching Assistant in Computer Ethics and continued to work full-time as a software developer at CISYS LifeSciences, Inc., where he spent most of his time enhancing software specifically designed for the monitoring of the processes and outcomes of Diabetes care. While at Indiana University, Mr. Kiernan focused his studies on the legal aspects of technology and science, criminal law and trial advocacy. He participated in Moot Court competitions at IU and at Columbia University. Mr. Kiernan was also a member of the Trial Team, where part of his responsibilities were to assist in educating and mentoring newer students in the area of trial advocacy. He excelled in legal research and writing and ultimately earned the coveted "A*" (highest grade in class) in his Pre Trial Litigation course, which focused on thorough preparation, knowledge of the law and procedure, and negotiations with adverse parties. Mr. Kiernan has served as the State Bar Councilor for the Fifth District since 2019; is a local member of the attorney network for the United States Concealed Carry Association (U.S.C.C.A.); has twice been a guest lecturer at Campbell University's Norman A. Wiggins School of Law; has served as the President of the Sampson County Bar for 2014 and 2015; and was invited to be a presiding judge at the American Mock Trial Association's Regional Tournament at Furman University in 2015.
Speaker bio
John A. Snow
is a shareholder with Parsons Behle & Latimer. His practice consists of general civil litigation, including commercial, professional malpractice, construction, and insurance coverage and defense. Mr. Snow is a member of the Utah State Bar; Litigation Section of the Utah State Bar; Construction Law Section of the Utah State Bar; State Bar of Nevada; American Bar Association; Litigation Section, former chair of the Ethics Advisory Opinion Committee (Utah State Bar); and member of the United States District Court for Utah (Technology Advisory Committee). He has been designated in The Best Lawyers in America for more than five years, in the specialties of legal malpractice law, commercial litigation and construction law. Mr. Snow has been designated in Utah Business magazine's Utah Legal Elite, in the specialties of civil litigation and construction law. He has also been designated as a Super Lawyer in the Mountain States in Super Lawyer Magazine. Mr. Snow earned his B.A. degree from Brigham Young University and his J.D. degree, cum laude, from Arizona State University.
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