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Overview
Engagement Agreement Dos and Don'ts, Tips for Managing Client Trust Accounts, and More
Small firm attorneys face a myriad of ethical dilemmas that you don’t always see in bigger firms. Are you fully equipped with the knowledge you need to untangle the ethical issues that pop up in your daily practice? This program delves into best practices for preventing and addressing the top ethical problems that small firms encounter. Review key rules concerning small firm attorneys, formulate strategies for ethically advertising your firm, and examine relevant case studies. Get the basics down - register today!
- Navigate new attorney-client relationships with ease.
- Break down the dos and don'ts of managing client funds and trust accounts.
- Exemplify best practices for protecting client confidentiality and communications.
Abbreviated Agenda
- Rules of Professional Conduct for Small Firm Attorneys
- Forming the Client Relationship (Engagement Agreements, Conflicts of Interest, etc.)
- Managing Client Trust Accounts and Funds: Legal Best Practices
- Best Practices for Safeguarding Client Communications and Confidentiality
- Ethical Best Practices in Advertising Your Law Practice
- Case Studies
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 05-01-2026 |
| Arizona CLE |
|
1 Total | 05-01-2026 |
| California CLE |
|
1 Total | 05-01-2026 |
| Colorado CLE |
|
1 Total | 12-31-2026 |
| Connecticut CLE |
|
1 Total | 05-01-2026 |
| Delaware CLE |
|
1 Total | 05-01-2026 |
| Hawaii CLE |
|
1 Total | 05-01-2026 |
| Iowa CLE |
|
1 Total | |
| Idaho CLE |
|
1 Total | 05-01-2026 |
| Illinois CLE |
|
1 Total | 04-30-2026 |
| Louisiana CLE |
|
1 Total | |
| Maine CLE |
|
1 Total | 04-30-2026 |
| Minnesota CLE |
|
1 Total | 05-01-2026 |
| Missouri CLE |
|
1.2 Total | 05-01-2026 |
| Northern Mariana Islands CLE |
|
1 Total | 05-01-2026 |
| Montana CLE |
|
1 Total | 05-01-2027 |
| North Dakota CLE |
|
1 Total | 05-01-2027 |
| Nebraska CLE |
|
1 Total | 05-01-2026 |
| New Hampshire CLE |
|
1 Total | 05-01-2027 |
| New Mexico CLE |
|
1 Total | 05-01-2026 |
| Nevada CLE |
|
1 Total | 05-01-2027 |
| New York CLE |
|
1 Total | 05-01-2027 |
| Oklahoma CLE |
|
1 Total | 05-01-2026 |
| Oregon CLE |
|
1 Total | 05-01-2027 |
| Pennsylvania CLE |
|
1 Total | 05-01-2026 |
| Vermont CLE |
|
1 Total | 05-01-2026 |
| Washington CLE |
|
1 Total | 04-30-2029 |
| Wisconsin CLE |
|
1 Total | 12-31-2025 |
| West Virginia CLE |
|
1.2 Total | 05-01-2026 |
Select Jurisdiction
CLE
Agenda
-
Everyday Ethics for Small Firm Attorneys
- Rules of Professional Conduct for Small Firm Attorneys
- Forming the Client Relationship (Engagement Agreements, Conflicts of Interest, etc.)
- Managing Client Trust Accounts and Funds: Legal Best Practices
- Best Practices for Safeguarding Client Communications and Confidentiality
- Ethical Best Practices in Advertising Your Law Practice
- Case Studies
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Danny M. Howell
is the founding member of the law offices of Howell & Rowlett, PLLC, a small firm in McLean, Virginia. His practice focuses on insurance coverage, professional liability defense, small firm management, and commercial litigation at the trial and appellate levels in the state and federal courts in Virginia, Maryland, and the District of Columbia. Throughout his practice, Mr. Howell has represented attorneys in malpractice suits, bar complaints and federal court disbarment proceedings, insurers and policyholders in coverage and bad faith cases. His insurance coverage practice focuses on commercial general liability insurance in the areas of residential and commercial construction, professional liability insurance, and directors and officers’ insurance. Mr. Howell earned his B.A. degree from Indiana University and his J.D. degree from George Mason University.
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