Learn how to properly and ethically handle conflicts of interest.
Many paralegals and nonlawyers may not fully understand the Bar rules and ethical considerations regarding identifying and handling conflicts of interest. This material will address those topics and provide tips and information to ensure that paralegals and other nonlawyers have the knowledge they need to comply with the Bar rules related to these topics.
Agenda
- Client Intake: Screening Clients
- Conflicts of Interest
- Concurrent Client Representation - Multiple Clients
- Prohibited and Other Transactions
- Lawyer as Witness
- Organization as Client
- Client Under a Disability
- File Closing and Records Management
- Nonengagement/Disengagement Letters
- Withdrawal/Termination of Representation
Speakers
Joseph A. Corsmeier, Esq.,
The Law Office of Joseph A. Corsmeier, P.A.- Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
- Practices primarily in the areas of: attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the Boards of the State of Florida
- Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney disqualification, and other matters and has testified as an expert in both federal and Florida courts
- Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
- Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
- Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
- Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association 2004-2009 and president 2009-2010
- Adjunct professor of paralegal ethics at St. Petersburg College
- J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
- Can be contacted at 727-799-1688 or jcorsmeier@jac-law.com
Who Should Attend
This webinar is designed for paralegals, legal assistants, associates, and other legal professionals.
