Ethics & Specialty Credits

Live Online

Legal Ethics of Referrals: New Structures, Gray Areas, and Fee Questions

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Live Online
1 hour
Peter Ostermiller
With Peter L. Ostermiller from Peter L. Ostermiller, Attorney at Law

Thu, Dec 03, 00:00 AM – 00:00 PM

Product ID 102842

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Course Includes
$199

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Navigate Fee Splitting, Non-Attorney Referrals, and Tech-Driven Lead-Generation

The way lawyers handle, process, and ethically manage referrals has evolved rapidly due to changes in legal tech, regulatory reform, and shifting law firm business models. Are you handling referrals properly? Don't miss this opportunity to enhance your knowledge and update your practices - register today!

  • Determine how and when to refer out a case.
  • Uncover the risks of attorney-client matching websites.
  • Examine best practices for referral fee agreements.

Abbreviated Agenda

  1. Lawyer-to-Lawyer Fee Splitting (Model Rule 1.5)
    Proportionality, joint responsibility, and strict client consent requirements
  2. Lead Generation vs. Unlawful "Buying" of Cases (Model Rule 7.2 and Tech Platforms)
    Where to draw the line between permissible marketing (pay-per-lead) and prohibited referral fees.
  3. Reciprocal Professional Referrals
    Ethical boundaries and disclosure rules for referral swaps with CPAs, financial advisors, or physicians.
  4. Non-Lawyer Fee Sharing & ABS (Model Rule 5.4)
    Navigating tech platform fees and cross-border referrals into Alternative Business Structure (ABS) states like Arizona and Utah.
  5. Liability & Risk Management
    Vetting duties and malpractice exposure when assuming joint responsibility for a referred case. Referral fee agreement best practices.

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Related Topics

Product ID 102842

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
Alaska CLE Reciprocity · 1 Total Credits
  • 1 MECLE Ethics

Live - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Alabama CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 credit hours, including 1.0 ethics/professionalism credit.

Arkansas CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 1.0 hours of continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Live - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

California CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Live - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.0 hours, of which 1.0 hour will apply to legal ethics. 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 · 1 Total Credits
  • 1 Professional Responsibility

Live - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 1.0 hours of General Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Connecticut CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - Connecticut CLE - 1: 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 1.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.

Delaware CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Live - Florida CLE - 1: Approved by The Florida Bar for a maximum of 1.0 general hours of CLER credit including 1.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Hawaii CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Live - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Live - Iowa CLE - 1: "Legal Ethics of Referrals: New Structures, Gray Areas, and Fee Questions" 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 1.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics credit.

Idaho CLE Pending · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Live - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Live - Illinois CLE - 1: This program has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.

Indiana CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Indiana CLE - 1: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 1.0 hours of distance education, which includes 1.0 hour of ethics.

Kansas CLE Upon Request · 1 Total Credits
  • 1 Ethics/Professionalism

Live - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 1 Total Credits
  • 1 Ethics

Live - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Louisiana CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Louisiana CLE - 1: 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 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 1.0 hour will apply to computer based ethics credit.

Maine CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit including 1.0 ethics hours.

Minnesota CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Minnesota CLE - 1: This course has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of standard CLE credit, including 1.0 hour of ethics credit.

Missouri CLE Approved · 1.2 Total Credits
  • 1.2 Ethics, Professionalism or Malpractice Prevention

Live - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 hours of CLE credit, which includes 1.20 hour of ethics, professionalism or malpractice prevention credit.

Northern Mariana Islands CLE Approved · 1 Total Credits

Live - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of CLE credit.

Montana CLE Approved · 1 Total Credits
  • 1 Professional Fitness and Integrity

Live - Montana CLE - 1: Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Live - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 1.0 hours of CLE credit, including 1.0 professional responsibility.

North Dakota CLE Upon Request · 1 Total Credits
  • 1 Ethics

Live - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Nebraska CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Live - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - New Hampshire CLE - 1: 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 · 1.2 Total Credits
  • 1.2 Ethics/Professionalism

Live - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. Of these, 1.20 qualifies as hours of credit for ethics/professionalism.

New Mexico CLE Approved · 1 Total Credits
  • 1 Ethics

Live - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 1.0 hours of credit, including 1.0 hour of ethics.

Nevada CLE Approved · 1 Total Credits
  • 1 Ethical Considerations

Live - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - New York CLE - 1: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 1.0 credit hours. 1.0 hour can be applied toward the Ethics/Professionalism requirement. This nontraditional format program 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 · 1 Total Credits
  • 1 Professional Conduct

Live - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Live - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, which includes 1.0 hour of legal ethics.

Oregon CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Oregon CLE - 1: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 0.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Pennsylvania CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 1.0 hours, including 0.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.

Rhode Island CLE Upon Request · 1 Total Credits
  • 1 Legal Ethics

Live - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Live - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Live - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 1.0 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 · 1 Total Credits
  • 1 Ethics

Live - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 1.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Virginia CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 1.0 hours of credit, including 1.0 hour of ethics.

Washington CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Live - Washington CLE - 1: Approved for 1.0 hours of Washington continuing legal education credit, which includes 0.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Live - Wisconsin CLE - 1: Approved for 1.0 hours of CLE credit by the Board of Bar Examiners, including 1.0 hour of ethics and professional responsibility (EPR) credit.

West Virginia CLE Approved · 1.2 Total Credits
  • 1.2 Ethics

Live - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of credit, which includes 1.20 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 1 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Video Download - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Alabama CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 on-demand credit hours, including 1.0 ethics/professionalism credit.

Arkansas CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

Video Download - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

California CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of participatory credit, of which 1.0 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 - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of self-study credit, of which 1.0 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 · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Connecticut CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Video Download - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Hawaii CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Iowa CLE - 1: "Legal Ethics of Referrals: New Structures, Gray Areas, and Fee Questions" 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 1.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Pending · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

OnDemand - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.

Video Download - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 1: This program has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.

Video Download - Illinois CLE - 1: This program has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.

Indiana CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Indiana CLE - 1: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 1.0 hours of distance education, which includes 1.0 hour of ethics.

Kansas CLE Upon Request · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Video Download - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Video Download - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Louisiana CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Louisiana CLE - 1: 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 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 1.0 hour will apply to computer-based ethics credit.

Maine CLE Approved · 1 Total Credits

Earn Until

OnDemand - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.

Video Download - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.

Minnesota CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Video Download - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 1 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Montana CLE Approved · 1 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 1.0 hours of online CLE credit, including 1.0 professional responsibility.

Video Download - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 1.0 hours of online CLE credit, including 1.0 professional responsibility.

North Dakota CLE Upon Request · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Nebraska CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 1: 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 - 1: 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 · 1.2 Total Credits
  • 1.2 Ethics/Professionalism

Earn Until

OnDemand - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Nevada CLE Approved · 1 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 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 - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 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 · 1 Total Credits
  • 1 Professional Conduct

Earn Until

OnDemand - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Video Download - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Oregon CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Oregon CLE - 1: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 0.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Video Download - Oregon CLE - 1: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 0.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Pennsylvania CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Upon Request · 1 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 1.0 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 - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 1.0 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 · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Video Download - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Virginia CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Washington CLE Approved · 0 Total Credits

OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Wisconsin CLE Approved · 1 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 1.2 Total Credits
  • 1.2 Ethics

Earn Until

OnDemand - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.

Video Download - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 1.0 hour of ethics.

Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Legal Ethics of Referrals: New Structures, Gray Areas, and Fee Questions

    1. Lawyer-to-Lawyer Fee Splitting (Model Rule 1.5)
      Proportionality, joint responsibility, and strict client consent requirements
    2. Lead Generation vs. Unlawful "Buying" of Cases (Model Rule 7.2 and Tech Platforms)
      Where to draw the line between permissible marketing (pay-per-lead) and prohibited referral fees.
    3. Reciprocal Professional Referrals
      Ethical boundaries and disclosure rules for referral swaps with CPAs, financial advisors, or physicians.
    4. Non-Lawyer Fee Sharing & ABS (Model Rule 5.4)
      Navigating tech platform fees and cross-border referrals into Alternative Business Structure (ABS) states like Arizona and Utah.
    5. Liability & Risk Management
      Vetting duties and malpractice exposure when assuming joint responsibility for a referred case. Referral fee agreement best practices.

Who Should Attend

This legal ethics guide is designed for attorneys. Paralegals may also benefit.

Speakers

Peter L Ostermiller
Peter L.
Ostermiller
Peter L. Ostermiller, Attorney at Law
Speaker bio
Peter L Ostermiller

Peter L. Ostermiller

Peter L. Ostermiller, Attorney at Law
Peter Ostermiller

is a sole practitioner concentrating in legal ethics and professional responsibility matters. In 1980 he obtained his license to practice law in Kentucky. His legal ethics and professional responsibility law practice began in the mid -1980s and, since the mid-1990s has been his practice concentration. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney. He has represented parties in attorney disqualification proceedings and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. He also serves as an expert witness at the state and federal level regarding legal ethics and professional responsibility matters. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and Association of Professional Responsibility Lawyers. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.

View full profile
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