Limited Representation: The Ethical, Legal and Practice Issues Exposed - CHICAGO

February 10, 2012
8:25 a.m. – 12:30 p.m.
3.75 MCLE hours, including 3.75 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Presented by General Practice, Solo, and Small Firm and Law Office Management and Economics, Standing Committee on

Chicago
ISBA Chicago Regional Office
20 S. Clark Street, Suite 900
(map and directions)

Discover the framework, implications, and ramifications of limited representation with this informative seminar!
 
Limited representation was presented to relieve the burden on legal aid groups by having private attorneys intervene in a matter for a limited purpose, thus not binding them to represent the client for the entire case. Because limited representation can take place in many legal arenas (including   estate planning, eviction matters, foreclosures, and divorce), it is important that you understand the ethical, legal, and practice issues that can arise throughout your limited scope of representation. Topics include: how the rule began and where it stands today; alleviating stress on organizations that provide pro bono services; responsibilities to the court and opposing counsel; obligations to the client; documenting client agreements and preventing malpractice; judicial and client constraints; office management issues; and the business advantages of limited representation. Any attorney wishing to better understand the framework of limited representation, as well as the various implications and ramifications of the rule should it come to pass, will benefit from the information presented throughout this half-day seminar.
 
Please Note: Prior to the program, you will receive a weblink via email allowing you to access the course materials prior to the program. You will also receive a copy of the course materials (for no additional charge) when you arrive at the program, but will need to check the appropriate box on the registration page letting us know if you prefer a flash drive or printed course book.
Program Coordinator:
John W. Olmstead, Olmstead & Associates, St. Louis
 
Program Moderator:
Gawain Charlton-Perrin, CNA Insurance Company, Chicago
 
 

Agenda

8:25 – 8:30 a.m. Welcome and Introductions
Gawain Charlton-Perrin, CNA Insurance Company, Chicago
 
8:30 – 9:00 a.m. What is Limited Representation and Where Did it Come From?
This comprehensive overview offers a look at limited representation – from how the rule began and similar rules around the country, to where the Illinois rule stands today.
Charles J. Northrup, General Counsel, Illinois State Bar Association, Springfield
 
9:00 – 9:30 a.m. How Limited Representation will affect and Help Disadvantaged Clients, Groups, and Organizations Providing Pro Bono Legal Services
This segment explores how the proposed rule can help alleviate stress on organizations that provide pro bono services by allowing private attorneys to undertake limited representation of disadvantaged clients without being involved throughout the entire case.
David T. Holtermann, Lawyers Trust Fund of Illinois, Chicago
 
9:30 – 10:00 a.m. Ethical Issues Presented by Limited Representation
Gain a better understanding of your role as an attorney with this informative presentation. Topics include your responsibilities to both the court and opposing attorney, obligations to the client, and the various disclosures you may need to make as a limited representation counselor.
Mary T. Robinson, RobinsonNiro, LLC, Downers Grove
 
10:00 – 10:30 a.m. Risk Management Issues Presented by Limited Representation
It is important that attorneys are aware of the potential risk management issues that can arise with limited representation. Topics include: documenting your client agreement so that it’s clear what actions you’ve agreed to undertake; preventing malpractice claims; and setting up a system for attorneys in your office who wish to provide limited representation.
Gawain Charlton-Perrin, CNA Insurance Company, Chicago
 
10:30 – 10:45 a.m. Break (refreshments provided)
 
10:45 – 11:15 a.m. Judicial Perspective of Limited Representation
What is the judiciary’s view on limited representation? How do you know when representation has been completed? What notices are required at the completion of representation? Must an attorney formally withdraw from a case? These questions and more are addressed throughout this segment.
Hon. Ronald D. Spears, 4th Judicial Circuit, Taylorville
 
11:15 – 11:45 a.m. Business Advantages of Limited Representation
This presentation explores the business advantages of limited representation, including handling matters/assisting the client and using limited representation to create a core competency.
John T. Phipps, John T. Phipps Law Offices, P.C., Champaign
 
11:45 a.m. – 12:15 p.m. Ethical Responsibilities – Panel Discussion
This panel presentation explores how the pros and cons of limited representation can be managed ethically and responsibly, and also discusses how to serve the interests of both the public and the profession.
Moderator: Gawain Charlton-Perrin, CNA Insurance Company, Chicago
Panelists:
  • David T. Holtermann, Lawyers Trust Fund of Illinois, Chicago
  • Charles J. Northrup, General Counsel, Illinois State Bar Association, Springfield
  • John T. Phipps, John T. Phipps Law Offices, P.C., Champaign
  • Mary T. Robinson, RobinsonNiro, LLC, Downers Grove
  • Hon. Ronald D. Spears, 4th Judicial Circuit, Taylorville
 
12:15 – 12:30 p.m. Question and Answer Session
 
 
*Professional Responsibility MCLE credit subject to approval