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Overview
Discover Tips and Tricks for Determining Who Your Client Is
What are your ethical duties to former clients? Do you know how to prevent conflicts when representing multiple clients in one case? How do your ethical obligations to a corporation differ from those to individuals within the organization? This legal ethics course is tailored to answer these questions and provide you with best practices for identifying your client in legal practice. Build your knowledge - register today!
- Uncover practical guidance for determining who your client is in corporate settings.
- Explore common ethical traps associated with multiple representation.
- Demonstrate best practices for documenting client representation.
Abbreviated Agenda
- Understanding the Reasonable Expectations Test
- Current vs. Former Clients and the “Hot Potato” Rule
- Tips for Identifying the Client in Corporate Settings
- Multiple Representation: Tips and Traps
- Best Practices for Identifying Your Client in Litigation (Including Mass Torts, Multi-District Litigation, etc.)
- Documenting Client Representation: Why It Matters and Best Practices
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 11-18-2026 |
| Alabama CLE |
|
1 Total | 12-31-2025 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 11-18-2026 |
| California CLE |
|
1 Total | 11-18-2026 |
| Colorado CLE |
|
1 Total | 12-31-2026 |
| Connecticut CLE |
|
1 Total | 11-18-2026 |
| Delaware CLE |
|
1 Total | 11-18-2026 |
| Florida CLE |
|
1 Total | 05-31-2026 |
| Georgia CLE |
|
1 Total | 12-31-2025 |
| Hawaii CLE |
|
1 Total | 11-18-2026 |
| Idaho CLE |
|
1 Total | 11-18-2029 |
| Illinois CLE |
|
1 Total | 11-17-2026 |
| Kansas CLE |
|
1 Total | |
| Maine CLE |
|
1 Total | 11-17-2026 |
| Minnesota CLE |
|
1 Total | 11-18-2026 |
| Missouri CLE |
|
1.2 Total | 11-18-2026 |
| Northern Mariana Islands CLE |
|
1 Total | 11-18-2026 |
| Montana CLE |
|
1 Total | 11-18-2027 |
| North Dakota CLE |
|
1 Total | |
| Nebraska CLE |
|
1 Total | 11-18-2026 |
| New Hampshire CLE |
|
1 Total | 11-18-2027 |
| New Mexico CLE |
|
1 Total | 11-18-2026 |
| Nevada CLE |
|
1 Total | 11-18-2027 |
| New York CLE |
|
1 Total | 11-18-2027 |
| Ohio CLE |
|
1 Total | 12-31-2025 |
| Oklahoma CLE |
|
1 Total | 11-18-2026 |
| Oregon CLE |
|
1 Total | |
| Pennsylvania CLE |
|
1 Total | 11-18-2026 |
| Rhode Island CLE |
|
1 Total | |
| South Carolina CLE |
|
1 Total | 12-31-2025 |
| Tennessee CLE |
|
1 Total | 11-17-2026 |
| Utah CLE |
|
1 Total | 12-31-2025 |
| Vermont CLE |
|
1 Total | 11-18-2026 |
| Washington CLE |
|
1 Total | 11-17-2029 |
| Wisconsin CLE |
|
1 Total | 12-31-2025 |
| West Virginia CLE |
|
1.2 Total | 11-18-2026 |
Select Jurisdiction
CLE
Agenda
-
Legal Ethics 2024-2025: Who Is Your Client?
- Understanding the Reasonable Expectations Test
- Current vs. Former Clients and the “Hot Potato” Rule
- Tips for Identifying the Client in Corporate Settings
- Multiple Representation: Tips and Traps
- Best Practices for Identifying Your Client in Litigation (Including Mass Torts, Multi-District Litigation, etc.)
- Documenting Client Representation: Why It Matters and Best Practices
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Spiro J. Verras
is the founding attorney and president of Verras Law, P.A., which maintains locations in Palm Harbor, St. Petersburg and Tampa. His current practice focuses on estate planning, probate and trusts, elder law, guardianships, corporate and commercial transactions. Mr. Verras is active in bar organizations, including the Clearwater Bar Association and the Hillsborough County Bar Association. He is also a member of the Real Property Probate and Trust Law, and Elder Law sections of The Florida Bar; Trusts, Estate, Probate and Immovable Property Law Section of the Louisiana State Bar Association; and Real Estate, Probate and Trust Law and LGBT Law sections of the State Bar of Texas. In addition to his state bar memberships, he has been admitted to practice in local and federal district courts, U.S. Fifth Circuit Court of Appeals, U.S. Eleventh Circuit Court of Appeals and U.S. Supreme Court. Mr. Verras is also a member of the Academy of Florida Elder Law Attorneys and the National Academy of Elder Law Attorneys. He earned his B.A. degree from Yale University and his J.D. degree from Tulane Law School.
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