Ethics & Specialty Credits

4.27

Legal Ethics: Conflicts of Interest in Representing a Business

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
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 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
Rhode Island CLE Approved 3.5 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 54 minutes
Dean Dietrich
David Stone
With Dean R. Dietrich from Weld Riley, S.C. + 1 other
Recorded November 04, 2024.
Product ID 99348

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Overview

Your Guide to Identifying and Resolving Conflicts in Business Representation

Enhance your knowledge! This foundational guide provides you with the essential knowledge you need to identify and address conflicts in representing businesses. Identify your fiduciary duties in business representation, uncover practical guidance for detecting conflicts that arise from business relationships with clients, and examine best practices for disclosing conflicts to stakeholders. Build your confidence - register today!

  • Get tips for determining and clearly communicating who your client is.
  • Review best practices for handling concurrent conflicts of interest.
  • Explore tips for identifying conflicts involving business transactions with clients.
  • Evaluate the ethical issues of taking on the roles of both corporate attorney and board member.

Abbreviated Agenda

  1. Who Is Your Client? Corporation vs. Members, Directors, Shareholders, etc.
  2. Concurrent Conflicts of Interest and Fiduciary Duties in Business Representation
  3. Conflicts Involving Business Transactions With Clients: Legal Essentials
  4. The Dual Role of Corporate Attorney and Board Member: Ethical Issues
  5. Resolving Conflicts in Business Representation: Key Steps to Take

Related Topics

Product ID 99348

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
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 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
Rhode Island CLE Approved 3.5 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Who Is Your Client? Corporation vs. Members, Directors, Shareholders, etc.

  2. Concurrent Conflicts of Interest and Fiduciary Duties in Business Representation

  3. Conflicts Involving Business Transactions With Clients: Legal Essentials

    1. Tips for Identifying Conflicts Stemming From Business Relationships With Clients
    2. Top Considerations for Lawyers With a Financial Interest in Client Business Transactions
    3. Confidential Information and Insider Trading
    4. Ethical Concerns in Deal-Making and Negotiations
    5. Handling Conflicts of Interest in Mergers and Acquisitions

  4. The Dual Role of Corporate Attorney and Board Member: Ethical Issues

  5. Resolving Conflicts in Business Representation: Key Steps to Take

    1. Preventing Conflicts of Interest: Legal Best Practices
    2. Determining If the Conflict Can Be Waived
    3. Communicating With Clients and Disclosing Conflicts to Key Stakeholders
    4. Obtaining Informed Consent
    5. Documenting Waivers: Why It Matters

Who Should Attend

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

Speakers

Dean R Dietrich
Dean R.
Dietrich
Weld Riley, S.C.
David R Stone II
David R.
Stone, II
West Virginia United Health System, Inc.
Speaker bio
Dean R Dietrich

Dean R. Dietrich

Weld Riley, S.C.
Dean Dietrich

, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 35 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and consults with law firms and lawyers regularly regarding compliance with the Rules of Professional Conduct. Mr. Dietrich has served as chair of the State Bar Committee on Professional Ethics, in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Mr. Dietrich currently serves as president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.

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Speaker bio
David R Stone II

David R. Stone, II

West Virginia United Health System, Inc.
David Stone

has broad experience, from litigation and appellate work to advising clients on contractual matters and employment policies. He has handled matters in state and federal courts, for clients ranging from small businesses, to Fortune 500 companies, to state and local government entities. In the employment realm, Mr. Stone has experience litigating harassment and discrimination cases, breach of contract disputes, ERISA claims, deliberate intent claims, and defamation claims, among others. He has also drafted employee handbooks for small and large companies and advised clients regarding employment policies. Outside of the employment law context, Mr. Stone has litigated claims of attorney malpractice, claims under the Freedom of Information Act, and defended companies in tort and contract litigation ranging from personal injury claims to construction litigation and negligence claims. He has also successfully aided clients in collecting debts and litigating contract disputes. Mr. Stone earned his B.S. degree from American University, his M.S. degree from West Virginia University, and his J.D. degree from West Virginia University College of Law.

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