TELESEMINAR: Ethics of Beginning and Ending an Attorney-Client Relationship – A National Perspective
May 9, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours, including 1.00 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
There are significant ethical issues at the beginning and at the end of every attorney-client relationship. Mismatches in expectations about communication, the scope of the representation, and fees easily lead to disappointments and ethics complaints. Also, the prevalence of technology has manifold benefits but also ethics traps, including the “accidental” client acquired through an email exchange or a phone call, social media or blogging. The issues of a joint representation also raise complicated issues. In the same way, ending a relationship involves issues of timing, fee collection, and file/case transfers. This program will provide you with a real-world guide to avoiding ethical traps when beginning and ending a client relationship, including client intake, joint representations, and knowing when and how to end a representation.
- Ethical issues in beginning and terminating an attorney-client relationship
- Determining when an engagement begins and the scope of the representation
- How joint representations raise different and difficult ethics issues than single client representations
- Technology issues – unsolicited email, blogging, social media and accidental clients
- Ethically ending an attorney-client relationship, including timing, billing issues, and file/case transfers
- Circumstances mandating withdrawal from a case
William Freivogel, Freivogel Ethics Consulting, Chicago
Thomas E. Spahn, McGuireWoods, LLP, Virginia
*Professional Responsibility MCLE credit subject to approval