Understand the ethical considerations you must think through when working with a client.
Many lawyers may not fully understand the Bar rules and ethical considerations regarding client representation and make ethical mistakes regarding whether to take on a client representation, continue the representation, or terminate the representation (and everything in between). This topic will address some very important ethical considerations to help lawyers avoid making mistakes with clients.
Agenda
- Client Intake
- Conflicts of Interest
- Client Confidentiality
- Ethics and Social Media
- Supervising Non-Lawyers and Ethics Rules
- Managing Client Files/Matters
- File Closing and Records Management
- Withdrawal/Termination of Representation
- Nonengagement/Disengagement Letters
- Fees and Fee Agreements
- Trust Accounting
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 live webinar is is primarily designed for attorneys. Other legal, construction, and environmental professionals may also benefit from attending.
