Communication
Collapse Client Communications: Grievance Avoidance

A 60 minute PowerPoint presentation covering the most significant areas of grievances against lawyers and how practicing attorneys can manage those situations to avoid grievances.  The course includes discussion of the following:

  • The top 5 problems leading to grievances against lawyers in client relationships;
  • Interviewing skills to avoid misunderstandings, and identifying conflicts;
  • Setting realistic goals and expectations at the outset;
  • The Art of presenting yourself as a "problem-solver";
  • Keeping communications active and open throughout the representation
  • Controlling the narrative of the problem, the solution and costs;
  • Appropriately documenting representation;
  • Discussing payment plans prior to retention;
  • Handling billing controversies after retention, and understanding payment dynamics
  • The folly of suing your client;
  • Appropriate methods to respond to complaints by clients to a disciplinary authority;
  • The benefits of professionalism to your career
Formats Available: Recording Only, Live Webcast + Recording
Original Seminar Date: June 28, 2016
On-Demand Release Date: Available Now

Approved Credit:
  • The Florida Bar: 1 hour Total General Hours, 0.50 hours Total Ethics Hours
  • The Missouri Bar MCLE: 1.20 hours Total CLE Hours, 0.60 hours Total Ethics Hours
  • AZ Bar: 0.50 hours Including Ethics, 1 hour Total General Hours
  • State Bar of Texas MCLE Department: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • Illinois MCLE Board: 1 hour Total General MCLE Hours, 0.50 hours Total Ethics Hours
  • AR Bar: 1 hour Total Ethics Hours
  • Wyoming State Bar Association: 1 hour Total General Hours, 0.50 hours Including Ethics
  • The Alaska Bar Association: 1 hour Total General Hours
  • State Bar of California: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • OK MCLE Commision: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • NY State CLE Board: 1 hour Total General Hours, 0.50 hours Ethics
  • NJ CLE Board: 1.20 hours Total General Hours, 1.20 hours Including Ethics
  • Kansas Continuing Legal Education Commission: 1 hour Non-Traditional, 1 hour Ethics (Non-Traditional)
  • NE Supreme Court CLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • OH Supreme Court: 1 hour Including General, 0.50 hours Including Professional Conduct
  • IA Commission on CLE : 1 hour Total General Hours, 1 hour Including Ethics
  • NCSBBCLE: 1 hour Total General Hours, 1 hour Including Ethics

  • MORE INFOMORE INFO Client Communications: Grievance Avoidance
    Collapse Conflicts of Interest: You Can
    • An in-depth discussion of the Conflict of Interest Rules, including relevant ABA Model Rules, and Rules of many states, including Texas, California, Florida, Ohio, and Missouri Rules.
    • Central concepts of Conflicts of Interest, and how to avoid conflicts with better skills, and practice strategies geared to modern practice;
    • The four situations which absolutely prohibit representation;
    • Discussion of “Encounter Points” as a way of analyzing when conflicts arise;
    • Heightened interview skills to avoid conflicts early;
    • Rules for website contact to waive confidentiality, including recent Opinions discussing risks of unsolicited website contact capabilities;
    • The analysis of an attorney’s own (and firm) activities which create conflicts;
    • A discussion of standards set by various courts to determine conflicts;
    • The lawyer’s duties of disclosure and the elements thereof;
    • Discussion of which members of a lawyer’s firm and staff may be hired and "screened" in modern case law;
    • Recent case law on interviewing employee-witness from opposing party;
    • Conflicts of Interest between clients, including Ethics Opinion 627, Tx Rule 1.06 -1.09, Calif. Rule 3-310, Mo. Rules 1.7 and 1.8 among others;
    • The appropriate rules for obtaining knowing waivers of conflicts; TX Rule 1.08; Calif. Rule 3-300; Mo. Rule 1.8(a) and (i); 
    Formats Available: Conflicts of Interest Recording, Conflicts of Interest
    Original Seminar Date: August 30, 2016
    On-Demand Release Date: Available Now

    Approved Credit:
  • The Alaska Bar Association: 1 hour Total General Hours, 0.50 hours Including Ethics
  • AZ Bar: 1 hour Total General Hours, 0.50 hours Including Ethics
  • NY State CLE Board: 1 hour Total CLE Credits, 0.50 hours Professional Practice and Ethics
  • Wyoming State Bar Association: 1 hour Total General Hours, 0.50 hours Including Ethics
  • NCSBBCLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • GA Commission on Continuing Lawyer Competency: 1 hour Total General Hours, 0.50 hours Including Ethics
  • Illinois MCLE Board: 1 hour Total General MCLE Hours, 1 hour Including Professional Responsibility
  • NDCLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • OK MCLE Commision: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • AR Bar: 1 hour Total General Hours, 1 hour Total Ethics Hours
  • The Missouri Bar MCLE: 1.20 hours Total CLE Hours, 1.20 hours Total Ethics Hours
  • The Florida Bar: 1 hour Total General Hours, 0.50 hours Total Ethics Hours
  • State Bar of California: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • Oregon State Bar MCLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • NJ CLE Board: 1.20 hours General & Professional Responsibility
  • MS CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NM MCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • VA MCLE Board: 1 hour Total General Hours, 1 hour Including Ethics
  • OH Supreme Court: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • Kansas Continuing Legal Education Commission: 1 hour Non-Traditional, 1 hour Ethics (Non-Traditional)
  • LSCCMCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NE Supreme Court CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • State Bar of Texas MCLE Department: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • IA Commission on CLE : 1 hour Total General Hours, 1 hour Including Ethics

  • MORE INFOMORE INFO Conflicts of Interest: You Can
    Collapse Fiduciary Duties and the Modern Lawyer

    The course includes discussion of the following:

    • Defining the relationship of a fiduciary;
    • Understanding fiduciary concepts;
    • The three ways fiduciary relationships are created;
    • The persons or parties who typically serve as fiduciaries;
    • Lawyer service as fiduciaries and the implications of such service on liability in the event of a claim;
    • A sampling of the Disciplinary Rules and Ethics Rules from various states around the country and the ABA Model Rules on Fiduciary Duty;
    • Practicing law in compliance with such rules and the necessary steps you need to take in terms of client contracts, cybersecurity, etc;
    • Proper ways to engage in business with a client to serve their fiduciary relationship;
    • The risk of fee disgorgement for improper attorney’s fees; and
    • Techniques for improving the attorney’s observance of the fiduciary relationship. 
    Formats Available: Recording Only, Live Webcast + Streaming
    Original Seminar Date: December 14, 2016
    On-Demand Release Date: Available Now

    Approved Credit:
  • State Bar of Texas MCLE Department: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • Wyoming State Bar Association: 1 hour Total General Hours, 1 hour Including Ethics/Prof. (EP)
  • NDCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • The Alaska Bar Association: 1 hour Total General Hours, 1 hour Including Ethics
  • NY State CLE Board: 1 hour Total CLE Credits, 1 hour Including Ethics/Prof. (EP)
  • NM MCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • MS CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • Illinois MCLE Board: 1 hour Total General Hours, 1 hour Total Ethics Hours
  • The Florida Bar: 1 hour Total General Hours, 1 hour Total Ethics Hours
  • WV Bar: 1.20 hours Total General Hours, 1.20 hours Including Ethics
  • WI BBE: 1 hour Total General Hours, 1 hour Including Ethics
  • NJ CLE Board: 1.20 hours General CLE Credit, 1.20 hours Including Ethics
  • The Missouri Bar MCLE: 1.20 hours Total CLE Hours, 0.60 hours Total Ethics Hours
  • AR Bar: 1 hour Including Ethics
  • MT Commision of CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • CO Supreme Court Board of Education : 1 hour Total General Hours, 0.60 hours Including Ethics
  • State Bar of California: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • Oregon State Bar MCLE: 1 hour Including Ethics
  • HSBA: 1 hour Ethics
  • GA Commission on Continuing Lawyer Competency: 1 hour Total General Hours, 0.50 hours Including Ethics
  • NE Supreme Court CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NCSBBCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • OH Supreme Court: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • OK MCLE Commision: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • VA MCLE Board: 1 hour Including Ethics
  • IA Commission on CLE : 1 hour Total General Hours, 1 hour Including Ethics
  • Kansas Continuing Legal Education Commission: 1 hour Ethics (Non-Traditional)
  • LSCCMCLE: 1 hour Including Ethics
  • AZ Bar: 1 hour Total General Hours, 1 hour Including Ethics

  • MORE INFOMORE INFO Fiduciary Duties and the Modern Lawyer
    Collapse Fiduciary Duties and the Modern Lawyer

    The course includes discussion of the following:

    • Defining the relationship of a fiduciary;
    • Understanding fiduciary concepts;
    • The three ways fiduciary relationships are created;
    • The persons or parties who typically serve as fiduciaries;
    • Lawyer service as fiduciaries and the implications of such service on liability in the event of a claim;
    • A sampling of the Disciplinary Rules and Ethics Rules from various states around the country and the ABA Model Rules on Fiduciary Duty;
    • Practicing law in compliance with such rules and the necessary steps you need to take in terms of client contracts, cybersecurity, etc;
    • Proper ways to engage in business with a client to serve their fiduciary relationship;
    • The risk of fee disgorgement for improper attorney’s fees; and
    • Techniques for improving the attorney’s observance of the fiduciary relationship. 
    Formats Available: Recording Only, Live Event
    Original Seminar Date: March 29, 2017
    On-Demand Release Date: March 29, 2017

    Approved Credit:
  • The Alaska Bar Association: 1 hour Total General Hours, 1 hour Including Ethics
  • AZ Bar: 1 hour Total General Hours, 1 hour Including Ethics
  • AR Bar: 1 hour Total General Hours, 1 hour Including Ethics
  • State Bar of California: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • CO Supreme Court Board of Education : 1.20 hours Total General Hours, 0.60 hours Including Ethics
  • The Florida Bar: 1 hour Total General Hours, 1 hour Total Ethics Hours
  • GA Commission on Continuing Lawyer Competency: 1 hour Total General Hours, 1 hour Including Ethics
  • HSBA: 1 hour Total General Hours, 1 hour Including Ethics
  • Illinois MCLE Board: 1 hour Total General Hours, 1 hour Total Ethics Hours
  • IA Commission on CLE : 1 hour Total General Hours, 1 hour Including Ethics
  • Kansas Continuing Legal Education Commission: 1 hour Non-Traditional
  • LSCCMCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • MS CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • The Missouri Bar MCLE: 1.20 hours Total CLE Hours, 0.60 hours Total Ethics Hours
  • MT Commision of CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NE Supreme Court CLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NJ CLE Board: 1.20 hours Total General Hours, 1.20 hours Including Ethics
  • NM MCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NY State CLE Board: 1 hour Total General Hours, 1 hour Including Ethics/Prof. (EP)
  • WI BBE: 1 hour Total General Hours, 1 hour Including Ethics
  • State Bar of Texas MCLE Department: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • NDCLE: 0.00 hours Total General Hours, 1 hour Including Ethics
  • Oregon State Bar MCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • OH Supreme Court: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • NCSBBCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • OK MCLE Commision: 1 hour Total CLE Hours, 1 hour Total Ethics Hours
  • VA MCLE Board: 1 hour Total General Hours, 1 hour Including Ethics
  • WV Bar: 1.20 hours Total General Hours, 1.20 hours Including Ethics
  • Wyoming State Bar Association: 1 hour Total General Hours, 1 hour Including Ethics

  • MORE INFOMORE INFO Fiduciary Duties and the Modern Lawyer
    Collapse The Psychology of Settlement

    An in-depth discussion of the psychology of settlement negotiations, including:

    • Creating an environment that affords opportunities for settlement throughout litigation
    • Communicating actively and courteously with all counsel and the court staff
    • Diagnosing and fixing misunderstandings
    • Maintaining civility when other parties and clients prefer more aggressive tactics
    • Creating respectful and productive communication
    Formats Available: Recording Only, Psychology of Settlement
    Original Seminar Date: October 18, 2016
    On-Demand Release Date: Available Now

    Approved Credit:
  • State Bar of Texas MCLE Department: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • The Alaska Bar Association: 1 hour Total General Hours, 0.50 hours Including Ethics
  • AZ Bar: 1 hour Total General Hours, 0.50 hours Including Ethics
  • NY State CLE Board: 1 hour Total General Hours, 0.50 hours Ethics
  • NDCLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • Wyoming State Bar Association: 1 hour Total General Hours, 0.50 hours Including Ethics
  • The Florida Bar: 1 hour Total General Hours, 0.50 hours Total Ethics Hours
  • Illinois MCLE Board: 1 hour Total General MCLE Hours, 1 hour Including Professional Responsibility
  • MS CLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • The Missouri Bar MCLE: 1.20 hours Total CLE Hours, 0.50 hours Total Ethics Hours
  • NM MCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NE Supreme Court CLE: 1 hour Total General Hours, 0.25 hours Including Ethics
  • State Bar of California: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • AR Bar: 1 hour Total Ethics Hours
  • WI BBE: 1 hour Total General Hours
  • HSBA: 1 hour CLE
  • GA Commission on Continuing Lawyer Competency: 1 hour Total General Hours, 0.50 hours Including Ethics
  • WV Bar: 1.20 hours Total General Hours, 0.60 hours Including Ethics
  • Oregon State Bar MCLE: 1 hour Total General Hours
  • NJ CLE Board: 1 hour General CLE Credit
  • VA MCLE Board: 1 hour Total General Hours
  • CO Supreme Court Board of Education : 1 hour Total General Hours, 0.60 hours Including Ethics
  • Kansas Continuing Legal Education Commission: 1 hour Non-Traditional
  • LSCCMCLE: 1 hour Total General Hours, 1 hour Including Ethics
  • NCSBBCLE: 1 hour Total General Hours, 0.50 hours Including Ethics
  • OH Supreme Court: 1 hour Including General, 0.50 hours Including Professional Conduct
  • OK MCLE Commision: 1 hour Total CLE Hours, 0.50 hours Total Ethics Hours
  • IA Commission on CLE : 1 hour Total General Hours

  • MORE INFOMORE INFO The Psychology of Settlement