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Overview
Trust Accounting Mistakes, Conflicts of Interest, and More
Join our experienced faculty as they discuss how to spot and prevent the top 13 ethical mistakes attorneys make. Whether it be falling into unintended attorney-client relationships, failing to safeguard attorney-client privilege, or mishandling key documents at the law firm, get familiar on how to address those problems and ready yourself with the knowledge to dodge any and all blunders. Stay in the know - register today!
- Be able to identify and avoid common competency problems.
- Discuss the risks of poor attorney-client communications.
- Know the consequences of failing to address conflicts of interest.
Abbreviated Agenda
- Trust Accounting Mistakes and Client Funds
- Failing to Recognize Conflicts of Interest
- Failing to Manage Expectations
- Subpar Lawyer-Client Communications and the Dangers Posed
- Inadequate Investigation and Discovery of Evidence
- Forming Unintended Lawyer-Client Relationships
- Vague and Unclear Fee Agreements
- Mishandling Client Documents
- Legal Advertising Landmines
- Accidental Disclosures and Privacy Oversights
- Blunders With Withdrawal/Termination of Representation
- Failing on Duties to Former Clients
- Failing to Inform Your Client That You Made a Mistake
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Colorado CLE |
|
1 Total | 12-31-2025 |
| Montana CLE |
|
1 Total | 11-02-2026 |
| North Dakota CLE |
|
1 Total | 11-02-2026 |
| New Hampshire CLE |
|
1 Total | 11-02-2026 |
| Nevada CLE |
|
1 Total | 11-02-2026 |
| New York CLE |
|
1 Total | 11-02-2026 |
| Oregon CLE |
|
1 Total | |
| Washington CLE |
|
1 Total | 11-01-2028 |
Select Jurisdiction
CLE
Agenda
-
13 Ethical Mistakes That Land Attorneys in Hot Water
- Trust Accounting Mistakes and Client Funds
- Failing to Recognize Conflicts of Interest
- Failing to Manage Expectations
- Subpar Lawyer-Client Communications and the Dangers Posed
- Inadequate Investigation and Discovery of Evidence
- Forming Unintended Lawyer-Client Relationships
- Vague and Unclear Fee Agreements
- Mishandling Client Documents
- Legal Advertising Landmines
- Accidental Disclosures and Privacy Oversights
- Blunders With Withdrawal/Termination of Representation
- Failing on Duties to Former Clients
- Failing to Inform Your Client That You Made a Mistake
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Steven R. Sorenson
is a shareholder with the law firm of von Briesen & Roper, s.c. He is a member of the American Bar Association Law Foundation, chairs the District Three Wisconsin Office of Lawyer Regulation Committee, and serves on the Ethics Committee of the American Bar Association's Legal Education Committee. Mr. Sorenson formerly served as secretary and president of the State Bar of Wisconsin. He is a former member of the House of Delegates of the American Bar Association, former president of both the National Conference of Bar Presidents and the Wisconsin Law Foundation Fellows, and a current member of the foundation's Board of Trustees. Mr. Sorenson presents lectures throughout the state of Wisconsin on various topics, ranging from real estate law to professional ethics. He earned his undergraduate degree from Luther College and his J.D. degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.
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