Ethics & Specialty Credits

4.72

The Ethics of Lawyering From a Virtual Workspace

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 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 Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 58 minutes
Dafney Dubuisson Stokes
Peter Ostermiller
With Dafney Dubuisson Stokes from Forthright + 1 other
Recorded June 28, 2024
Product ID 98720

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Overview

Stay on Pace With Best Practices for Practicing Law Virtually

From convenience to cost savings, the advantages of the virtual law firm are plentiful. Despite this, virtual lawyering opens the door to new ethical risks. Are you up to speed on the latest guidelines? This practical course breaks down the ethical dos and don’ts of practicing law remotely. Get the knowledge you need - register today!

  • Identify key ethics opinions concerning the remote law office.
  • Take a pulse on the latest trends in virtual practice.
  • Uncover practical guidance for securing confidential data in the virtual workplace.
  • Discuss best practices for managing the remote law firm.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Key Ethics Opinions and Rules to Know
  2. Top Ethical Considerations for Maintaining Confidentiality and Privilege in the Hybrid Law Firm
  3. Legal Ethics and Technology: Best Practices in the Virtual Law Office
  4. Ethically Managing the Virtual Law Firm: Legal Best Practices

Related Topics

Product ID 98720

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 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 Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Key Ethics Opinions and Rules to Know

    1. Understanding Your Ethical Duties in the Virtual Workplace
      1. Confidentiality
      2. Technology Competence
      3. Diligence
      4. Loyalty
    2. ABA Formal Opinion 495 - Lawyers Working Remotely
    3. ABA Formal Opinion 498 - Virtual Practice
    4. ABA Formal Opinion 501 - Solicitation
    5. Noteworthy Cybersecurity and Data Privacy Laws
    6. Case Studies

  2. Top Ethical Considerations for Maintaining Confidentiality and Privilege in the Hybrid Law Firm

    1. Sending and Receiving Information via Video Conferencing Platforms, Email, and Other Forms of Electronic Communications: Legal Best Practices
    2. Ethical Risks Related to Cloud Computing
    3. ChatGPT and Other Forms of Generative AI: New Tech, New Ethical Risks
    4. Protecting Client Confidentiality and Law Office Data: Encryption, Password Management, etc.
    5. Security Issues Related to Inadvertent Disclosures
    6. Training and Supervising Employees, Vendors, and Third Parties: Why It Matters and Best Practices

  3. Legal Ethics and Technology: Best Practices in the Virtual Law Office

    1. Remote Lawyering and Multi-Jurisdictional Practice: What You Need to Know
    2. The Attorney-Client Relationship: How to Build Trust in the Virtual Law Firm
    3. Best Practices for Communicating With Your Clients Virtually
    4. Using Websites and Social Media: Ethical Best Practices
    5. Advertising and Marketing in an Online World: Ensuring Legal Best Practices
    6. Ethical Tips for Virtual Court Appearances and Meetings 

  4. Ethically Managing the Virtual Law Firm: Legal Best Practices

Who Should Attend

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

Speakers

Dafney Dubuisson Stokes
Dafney
Dubuisson Stokes
Forthright
Peter L Ostermiller
Peter L.
Ostermiller
Peter L. Ostermiller, Attorney at Law
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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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. 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. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and the Association of Professional Responsibility Lawyers. He served on the Kentucky Bar Association's Ethics 2000 Committee, which proposed changes to the Rules of Professional Conduct to the KBA, and resulted in the July 2009 revisions to the ethics rules. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.

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