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Overview
Building Bridges Without Breaking Rules
When and how should you refer out a case? What are the top mistakes attorneys make with fee agreements? Do you know how to handle conflicts of interest in referrals? In this legal ethics course, our faculty outline best practices for legal referrals. Don’t miss this opportunity to build your knowledge - register today!
- Learn the dos and don'ts of fee sharing.
- Discover best practices for drafting fee agreements.
- Identify the risks of attorney-client matching websites.
Abbreviated Agenda
- Rules of Professional Conduct
- What You Need to Know About Fee Sharing/Fee Splitting
- Referring Out a Case: When and How
- Fee Agreement Drafting Essentials
- Handling Conflicts of Interest
- Attorney-Client Matching Websites: Top Risks
- Ethical Best Practices in Advertising and Marketing
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 06-18-2026 |
| Arizona CLE |
|
1 Total | 06-18-2026 |
| California CLE |
|
1 Total | 06-18-2026 |
| Colorado CLE |
|
1 Total | 12-31-2026 |
| Connecticut CLE |
|
1 Total | 06-18-2026 |
| Delaware CLE |
|
1 Total | 06-18-2026 |
| Florida CLE |
|
1 Total | 12-31-2025 |
| Hawaii CLE |
|
1 Total | 06-18-2026 |
| Iowa CLE |
|
1 Total | |
| Idaho CLE |
|
1 Total | |
| Illinois CLE |
|
1 Total | 06-17-2026 |
| Louisiana CLE |
|
1 Total | |
| Maine CLE |
|
1 Total | 06-17-2026 |
| Minnesota CLE |
|
1 Total | 06-18-2026 |
| Missouri CLE |
|
1.2 Total | 06-18-2026 |
| Northern Mariana Islands CLE |
|
1 Total | 06-18-2026 |
| Montana CLE |
|
1 Total | 06-18-2027 |
| North Dakota CLE |
|
1 Total | 06-18-2027 |
| Nebraska CLE |
|
1 Total | 06-18-2026 |
| New Hampshire CLE |
|
1 Total | 06-18-2027 |
| New Mexico CLE |
|
1 Total | 06-18-2026 |
| Nevada CLE |
|
1 Total | 06-18-2027 |
| New York CLE |
|
1 Total | 06-18-2027 |
| Oklahoma CLE |
|
1 Total | 06-18-2026 |
| Oregon CLE |
|
1 Total | 06-18-2027 |
| Pennsylvania CLE |
|
1 Total | 06-18-2026 |
| Vermont CLE |
|
1 Total | 06-18-2026 |
| Washington CLE |
|
1 Total | 06-17-2029 |
| Wisconsin CLE |
|
1 Total | 12-31-2025 |
| West Virginia CLE |
|
1.2 Total | 06-18-2026 |
| Wyoming CLE |
|
1 Total | |
| Montana CLE Credit for Paralegals |
|
1 Total | 06-18-2026 |
Select Jurisdiction
CLE
Paralegal
Agenda
-
LEGAL ETHICS: What Attorneys Need to Know About Referrals
- Rules of Professional Conduct
- What You Need to Know About Fee Sharing/Fee Splitting
- Referring Out a Case: When and How
- Fee Agreement Drafting Essentials
- Handling Conflicts of Interest
- Attorney-Client Matching Websites: Top Risks
- Ethical Best Practices in Advertising and Marketing
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Brenda L. Wahler
is a solo practice family law attorney in Helena. Prior to entering private practice, Wahler was an attorney for the state of Montana. She earned her law degree from the University of Montana in 2002 following a career as a high school social studies teacher. A lifelong Montanan, she is also a historian and writer who enjoys digging into the deeper stories behind the myths of the American West. Wahler is past chair of the Law-Related Education Committee of the State Bar of Montana, past President of the First Judicial District Bar Association, and active in promoting civic education.
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