Ethics & Specialty Credits

Live Online

Staying Ethical in 2027

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 Approved 3 Total
Idaho CLE Approved 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
Montana CLE Approved 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 Upon Request 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 Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Daniel Butler
Kevin Kiernan
John Snow
With Daniel H. Butler from Segal McCambridge Singer & Mahoney + 2 others

Mon, Dec 21, 00:00 AM – 00:00 PM

Product ID 102778

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Course Includes
$299

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OnDemand Recording

Course Book Download

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

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

  1. AI in Legal Practice: Ethics, Obligations, and Pitfalls
  2. Client Relationships: Communication, Fees, and Trust Accounts
  3. Conflicts, Candor, and Conduct: Avoiding the Most Common Violations

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Product ID 102778

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 Approved 3 Total
Idaho CLE Approved 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
Montana CLE Approved 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 Upon Request 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 Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. AI in Legal Practice: Ethics, Obligations, and Pitfalls

    1. Competence and AI: What Rule 1.1 Now Requires
    2. Hallucinated Citations and Court Sanctions: A Growing Crisis
    3. Confidentiality Risks When Using AI Tools: What Goes Into the Prompt?
    4. Supervising AI Output: Your Duty to Review and Verify
    5. Disclosure Obligations: When Must You Tell Your Client You Used AI?
    6. Billing Ethics and AI Efficiency: Avoiding Fee Arrangement Pitfalls
    7. Firm AI Governance: Building a Policy That Protects Your License
  2. Client Relationships: Communication, Fees, and Trust Accounts

    1. The Client Communication Rules Regulators Watch Most Closely
    2. Fee Agreements: What Must Be in Writing and Why
    3. Trust Account Fundamentals: Safekeeping, Commingling, and Recordkeeping
    4. Common Trust Account Violations and How to Avoid Them
    5. Handling Disputed Fees Without Creating an Ethics Problem
    6. Terminating Representation Ethically: Duties on the Way Out
  3. Conflicts, Candor, and Conduct: Avoiding the Most Common Violations

    1. Identifying and Addressing Conflicts of Interest
    2. Candor to the Tribunal: What You Must Disclose and When
    3. Dishonesty and Misconduct: Lesson From Recent Disciplinary Actions
    4. Social Media Ethics: Advertising Rules, Client Confidentiality, and Litigation Risks
    5. Duties to Prospective Clients and Unrepresented Parties
    6. Ethical Duties Across Jurisdictions: Navigating Multi-State Practice

Who Should Attend

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

Speakers

Daniel H Butler
Daniel H.
Butler
Segal McCambridge Singer & Mahoney
Kevin J Kiernan
Kevin J.
Kiernan
Silva, Kiernan & Associates, PLLC
John A Snow
John A.
Snow
Parsons Behle & Latimer
Speaker bio
Daniel H Butler

Daniel H. Butler

Segal McCambridge Singer & Mahoney
Daniel 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

Kevin J. Kiernan

Silva, Kiernan & Associates, PLLC
Kevin 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

John A. Snow

Parsons Behle & Latimer
John 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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