Ethics & Specialty Credits

4.69

Legal Ethics: Doing Business With Clients

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Louisiana CLE Upon Request 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 Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania 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 Upon Request 1 Total
OnDemand
59 minutes
Dafney Dubuisson Stokes
With Dafney Dubuisson Stokes from Forthright
Recorded April 24, 2024
Product ID 98494

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Course Includes
$199

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Overview

Doing Well by Doing Right

As an attorney, you know how tricky business relationships with clients can be. While representing a client's legal interests, it's all too easy to cross murky ethical lines when financial interests and opportunities intermix. This seminar will provide you with an in-depth understanding of the legal ethics rules governing business transactions with clients. Learn to identify problematic scenarios and gain specific, practical guidance for ensuring you meet your ethical obligations. Walk away with clear best practices that properly safeguard your client's interests - and your law license. Register today to master the ethics of doing business with clients at this timely CLE event!

  • Get clarity on when ethical obligations are triggered in interactions with prospective clients.
  • Explore what attorney-client arrangements qualify as business relationships under the Rules of Professional Conduct.
  • Master the process of securing proper informed consent in writing from clients.
  • Understand permissible uses of client information with informed consent.

Abbreviated Agenda

  1. Is There an Attorney-Client Relationship?
  2. What Constitutes a "Business Relationship"
  3. Business Transactions With Clients: Conflicts of Interest, Proper Disclosure, Consent
  4. Use of Client Information: Model rule 1.8(b), Proper Use of Data, Obtaining Consent
  5. Financial Assistance to Clients: Model Rule 1.8(e), Pro Bono Legal Services, etc.

Related Topics

Product ID 98494

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Louisiana CLE Upon Request 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 Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania 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 Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Legal Ethics: Doing Business With Clients

    1. Is There an Attorney-Client Relationship?
    2. What Constitutes a "Business Relationship"
    3. Business Transactions With Clients: Conflicts of Interest, Proper Disclosure, Consent
    4. Use of Client Information: Model rule 1.8(b), Proper Use of Data, Obtaining Consent
    5. Financial Assistance to Clients: Model Rule 1.8(e), Pro Bono Legal Services, etc.

Who Should Attend

This legal ethics course is designed for attorneys.

Speakers

Dafney Dubuisson Stokes
Dafney
Dubuisson Stokes
Forthright
Speaker bio
Dafney Dubuisson Stokes

Dafney Dubuisson Stokes

Forthright
Dafney Dubuisson Stokes

is a partner of Wong Fleming, P.C. She concentrates her practice in commercial litigation, creditor's rights, bankruptcy and automotive finance. Ms. Dubuisson Stokes has successfully defended Fortune 500 corporate clients in connection with Fair Credit Reporting Act, Fair Debt Collection Practices, Truth in Lending and bankruptcy litigation on a national level. Prior to a career in the law, she worked for almost a decade in the social service sector advocating for youth in specialized foster care placement. Ms. Dubuisson Stokes has since redirected her passion for advocacy by developing strong relationships with her clients, vigorously representing their interests, and tirelessly engaging within the legal community in promotion of diversity and inclusion in the profession. She presently serves as the co-chair of the Emerging Leaders Initiative within NAMWOLF (National Association of Minority and Women Owned Law Firms), which aims to achieve equity in the legal profession through collaboration between law firms and the corporate sector. Ms. Dubuisson Stokes is also a member of the New Jersey Supreme Court Ethics Committee (District IIIB) and on the Board of the Marks Cares, Inc. in Montclair, New Jersey, with a mission to eradicate homelessness throughout New Jersey. She has also been recognized by NJBiz as a 2023 Leader in the Law. Ms. Dubuisson Stokes is licensed to practice law in New Jersey (2013), New York (2018), Ohio (2022) and Pennsylvania (2012). She earned her a B.A. degree, with honors, from Boston College and her J.D. degree from Temple University James E. Beasley School of Law.

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