Lawyers Supervising Lawyers: Navigating Ethical Responsibilities

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

November 12, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for July 31, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Lawyers are not only responsible for their own ethical conduct and decision making but also for the ethical practice of lawyers they supervise.  Whether it’s a partner supervising the work of an associate or the lead lawyer on a case supervising a group of partners and associates, the supervising lawyer has responsibilities to ensure that the lawyers he or she is supervising are ethically compliant. When subordinate lawyers violate ethics rules, supervising lawyers are potentially liable for that misconduct. This program will provide you with a guide to ethical issues when lawyers supervise other lawyers and non-lawyer support staff.

 

• Standards for ensuring compliance by subordinate attorneys and potential liability when they act improperly
• Lawyer supervision of paralegals and other non-lawyer staff
• Responsibilities of subordinate lawyers who rely on judgment of supervising lawyers
• Special issues involved in billing the work of subordinate and co-counsel attorneys, and paralegals
• In-house counsel of outside counsel

2025 US Courts Bench & Bar Conference - Coeur d'Alene 

Sponsored by the United States Courts, District of Idaho

 

Friday, October 24, 2025
8:30 am to 4:45 pm (PDT)

 

Coeur d’Alene Inn Best Western

506 W. Appleway Ave. - Coeur d’Alene

 

*In-Person Attendance Only* 

5.5 CLE credits of which 1.0 is Ethics

 

Registration Fee: 

Attorney                                                                   $145.00

Discounted:

     Federal Defender/US Attorney/Law Clerk

     Law School Faculty & Staff or

     Young Lawyers Section Member                  $ 75.00

 

Federal Law Clerk/Judge/Law Students   

(With ID)                                                                   No Charge

 

NOTE: All Registration Fees Will Increase by $10 on October 22^nd.

 

Join the United States District Court, District of Idaho for their annual District of Idaho Northern Bench Bar Conference in Coeur d’Alene.

Agenda

8:30 am      Welcome and the State of the Federal Judiciary

                   Hon. Debora K. Grasham, U.S. Magistrate Judge

                   Hon. David C. Nye, Chief U.S. District Judge

                   Hon. Raymond E. Patricco, Chief U.S. Magistrate Judge

                   Hon. Noah G. Hillen, Chief U.S. Bankruptcy Judge

                   Hon. Richard C. Tallman, Senior Circuit Judge, Ninth Circuit Court of Appeals

9:00 am        The U.S. Supreme Court’s Most Recent and Upcoming Terms: Still in the Political Crosshairs

                   Professor Richard Seamon, University of Idaho College of Law

The Court in its most recently completed Term decided some major legal issues – including some decisions made on its “shadow docket” – that are closely connected with deep social/political divisions, such as religion and DEI initiatives. And the October 2025 Term promises a continuation of that trend. This presentation will highlight the major decisions from the completed October 2024 Term and discuss some of the major issues the Court will take up in the October 2025 Term.

10:00 am     Break

10:15 am     Doctrine of Qualified Immunity

                    Kyle D. Cole, Perkins Coie LLP and Hannah G. Pugh, Federal Defender Services of Idaho

The doctrine of Qualified Immunity has achieved rare status. Some non-lawyers have heard of it, and presidential candidates are taking positions on it. Within the legal community it has created odd bedfellows. The Alliance Defending Freedom and CATO Institute have issued statements criticizing it, linking arms with groups like the NAACP Legal Defense Fund and ACLU. This presentation traces the rise of Qualified Immunity, describes its current state, identifies a few of the legal issues that have made it a flashpoint, and speculates about what might happen if the Supreme Court overrules a doctrine that many refer to as “Unqualified Impunity.”

11:15 am     The Pursuit of Happiness: How Classical Writers on Virtue Inspired the Lives of the Founders and Defined America

                    Jeffrey Rosen, Executive Director, The National Constitution Center 

Mr. Rosen hosts the We The People podcast, a podcast of constitutional debate. Mr. Rosen will speak on how the founders’ lives were impacted by classical writers.

12:15 pm    Award Presentation

                   Lawyer Representative Service Award presented to Howard Belodoff, Lawyer Representative for the 4th Judicial District

12:30 pm    Lunch & Mingle

1:30 pm      A Dynamic Republic: The Ebb, Flow and Assertion of Executive Power Under Article II

                   Brian Kane, Executive Director, National Association of Attorneys General

The separation of powers is an ingrained and essential foundational element of our constitutional republic. From Washington’s quiet restraint to the rise of executive orders, this discussion will dive into the constitutional currents that shape presidential power. Throughout our history, presidential power has been exercised in tandem with Congressional authority and the affirmation of the Supreme Court, and presidential power has been exercised in spite of both. Whether you prefer constitutional originalism or pragmatism, this discussion will deepen your thinking, your understanding, and your historical perspective.

2:30 pm      Ethics in Legal Practice

                   Professor Jessica Gunder, University of Idaho College of Law

Practitioners will learn about the recent public discipline cases and how the Idaho Rules of Professional Conduct were implicated in each case. The presentation will also include an overview of grievance investigations and the discipline process in Idaho.

3:30 pm      Break

3:45 pm      Ask the Experts: Federal Judicial Panel

Practitioners will have the opportunity to ask our appellate, bankruptcy, district, and magistrate judges questions about best practices and preferred procedures for federal practice. Please submit your questions at registration or come prepared to ask questions at the conference.

                   Panel: All available Judges

                   Moderator: Howard Belodoff, Idaho Legal Aid Services, Inc.

4:45 pm      Program Concludes

2025 District of Idaho Southern Bench & Bar Conference - Boise

Sponsored by the United States Courts, District of Idaho

 

Friday, October 10, 2025
8:30 am to 4:45 pm (MDT)

Boise Centre East

195 S Capital Blvd – Boise

 

*In-Person Attendance Only* 

5.5 CLE credits of which 1.0 is Ethics

 

Registration Fee:

Attorney                                                                  $145.00

 

Discounted:

     Federal Defender/US Attorney/Law Clerk

     Law School Faculty & Staff or

     Young Lawyers Section Member                 $ 75.00

 

Federal Law Clerk/Judge/Law Students   

(With ID)                                                                 No Charge

 

NOTE: All Registration Fees Will Increase by $10 on October 8^th.

 

Join the United States District Court, District of Idaho for their annual Southern Bench and Bar Conference in Boise.

 

Agenda

8:30 am       Welcome and the State of the Federal Judiciary

                    Hon. Debora K. Grasham, U.S. Magistrate Judge

                    Hon. David C. Nye, Chief U.S. District Judge

                    Hon. Raymond E. Patricco, Chief U.S. Magistrate Judge

                    Hon. Noah G. Hillen, Chief U.S. Bankruptcy Judge

                    Hon. Ryan D. Nelson, Circuit Judge, Ninth Circuit Court of Appeals

9:00 am      The U.S. Supreme Court’s Most Recent and Upcoming Terms: Still in the Political Crosshairs

                   Professor Richard Seamon, University of Idaho College of Law

The Court in its most recently completed Term decided some major legal issues – including some decisions made on its “shadow docket” – that are closely connected with deep social/political divisions, such as religion and DEI initiatives. And the October 2025 Term promises a continuation of that trend. This presentation will highlight the major decisions from the completed October 2024 Term and discuss some of the major issues the Court will take up in the October 2025 Term.

10:00 am    Break

10:15 am    Doctrine of Qualified Immunity

                    Kyle D. Cole, Perkins Coie LLP and Hannah G. Pugh, Federal Defender Services of Idaho

The doctrine of Qualified Immunity has achieved rare status. Some non-lawyers have heard of it, and presidential candidates are taking positions on it. Within the legal community it has created odd bedfellows. The Alliance Defending Freedom and CATO Institute have issued statements criticizing it, linking arms with groups like the NAACP Legal Defense Fund and ACLU. This presentation traces the rise of Qualified Immunity, describes its current state, identifies a few of the legal issues that have made it a flashpoint, and speculates about what might happen if the Supreme Court overrules a doctrine that many refer to as “Unqualified Impunity.”

11:15 am    A Dynamic Republic: The Ebb, Flow and Assertion of Executive Power Under Article II

                    Brian Kane, Executive Director, National Association of Attorneys General

The separation of powers is an ingrained and essential foundational element of our constitutional republic. From Washington’s quiet restraint to the rise of executive orders, this discussion will dive into the constitutional currents that shape presidential power. Throughout our history, presidential power has been exercised in tandem with Congressional authority and the affirmation of the Supreme Court, and presidential power has been exercised in spite of both. Whether you prefer constitutional originalism or pragmatism, this discussion will deepen your thinking, your understanding, and your historical perspective.

12:15 pm    Award Presentation

                   Lawyer Representative Service Award presented to Howard Belodoff, Lawyer Representative for the 4th Judicial District

12:30 pm    Lunch & Mingle

1:30 pm     The Pursuit of Happiness: How Classical Writers on Virtue Inspired the Lives of the Founders and Defined America

                   Jeffrey Rosen, Executive Director, The National Constitution Center 

Mr. Rosen hosts the We The People podcast, a podcast of constitutional debate. Mr. Rosen will speak on how the founders’ lives were impacted by classical writers.

2:30 pm     Ethics in Legal Practice

                   Joseph N. Pirtle, Idaho State Bar Counsel

Practitioners will learn about the recent public discipline cases and how the Idaho Rules of Professional Conduct were implicated in each case. The presentation will also include an overview of grievance investigations and the discipline process in Idaho.

3:30 pm      Break

3:45 pm      Ask the Experts: Federal Judicial Panel

                   Practitioners will have the opportunity to ask our appellate, bankruptcy, district, and magistrate judges questions about best practices and preferred procedures for federal practice. Please submit your questions at registration or come prepared to ask questions at the conference.

                   Panel: All available Judges

                   Moderator: Howard Belodoff, Idaho Legal Aid Services, Inc.

4:45 pm      Program Concludes

2025 Estate Planning Conference (Sun Valley)                                                   

Sponsored by the Idaho State Bar Taxation, Probate & Trust Law Section

 

Thursday, October 2, 2025 – 8:00 am to 5:30 pm

Friday, October 3, 2025 – 8:00 am to 3:15 pm

 

Sun Valley Inn

Kitzbuhler Strasse – Sun Valley

12.25 CLE credits including 1.5 Ethics credits

*In Person Attendance Only

 

Registration: 

Taxation, Probate & Trust Law Section Member          $300.00

Non-Section Member                                                            $350.00

New Attorney – Admitted in Past 5 Years                       $300.00

Law Students                                                                           No Cost

 

Program Agenda

Program Agenda

Wednesday, October 1 - Sun Valley Inn – Continental Room

5:00 – 7:00 p.m.         Welcome Get-Together - Sponsored by Becker Capital Management, Inc.

                                   

 

Thursday, October 2 - Carol’s Dollar Mountain Lodge

8:00 a.m.                     Hosted Breakfast - Sponsored by Washington Trust Bank

8:30 a.m.                     Local Economic Update

                                       Steve Scranton, Washington Trust Bank

9:00 a.m.                    Charitable Planning 101

                                       Phoebe A. Stone, WealthCounsel, LLC – Los Angeles

                                       Sponsored by University of Idaho Foundation

10:30 a.m.                   Break

10:45 a.m.                   AI and Estate Planning

                                       Mary E. Vandenack, Duggan Bertsch - Chicago

12:00 p.m.                  Hosted Lunch – Sponsored by Ferguson Wellman Capital Management

                                       National Economic Update

                                       Blaine Dickason, Ferguson Wellman Capital Management  

1:15 p.m.                      A Non-Medicaid Planner’s Approach to Estate Planning within the Context of Long-Term Care

                                       Joshua C.P. Reams, Ahrens DeAngeli Law Group LLP

                                       Sponsored by HomeVestors of America, Inc.

2:45 p.m.                    Break

3:00 p.m.                    Undue Influence                                                                                           

                                       Michaelina B. Murphy, Murphy Law Offices, PLLC

                                       Sponsored by Boise State University Foundation

4:00 p.m.                    Reception & Trivia -  Sponsored by the Idaho Community Foundation

 

Friday, October 3

8:00 a.m.                     Hosted Breakfast - Sponsored by Northwest Trustee & Management Services

8:30 a.m.                     Estate Plans That Don’t Work: Clauses, Considerations, and Things to Avoid

                                       Greg Bowman, Northwest Trustee & Management Services

9:00 a.m.                     Estate Planning Strategies for Unmarried Individuals

                                       Rachel Murphy, Shaila Buckley Law

10:00 a.m.                  Drafting Software and Practice Considerations for Its Use

                                       Shaila D. Buckley, Shaila Buckley Law

                                       David J. Wilson, Ahrens DeAngeli Law Group LLP

                                       Kara M. Gleckler, Canyon River Law LLP

 11:15 a.m.                   Break

 11:30 a.m.                   Significant Planning Issues for Ranchers and Farmers

                                       James K. Walker, Law Office of Lloyd R. Jones – Woods Cross, UT

                                       Sponsored by River's Edge Mediation

 12:45 p.m.                  Hosted Lunch – Sponsored by Idaho Trust Company

                                       Fiduciary Update

                                       David C. Cooper, Idaho Trust Company

 1:45 p.m.                    The Life-Changing Magic of Grantor Trusts

                                       Samuel A. Donaldson, Georgia State University College of Law

                                       Sponsored by Legacy Wealth Management

3:15 p.m.                    Conference Adjourns

 

Lodging:

Sun Valley Inn

222 S. Broadway Ave. – Sun Valley

 

Call the Sun Valley Resort at (800) 786-8259 or email reservations@sunvalley.com by Monday, September 1^st to take advantage of the negotiated lodging rates of $285 and $300/night plus 6% resort fee and 12% tax on Wednesday and Thursday nights. Be sure to mention “ISB 2025 Annual Estate Planning Conference.”  Group rates will be honored three days prior and three days following the conference based upon availability. Lodging Deadline Monday, September 1st.

 

There are a limited number of rooms available so book as soon as possible for the best options.

2025 Family Law Conference

Sponsored by the Idaho State Bar Family Law Section

 

Friday, October 10 through Saturday, October 11, 2025

      Friday, October 10, 2025 – 8:00 am – 6:30 pm (PT)

      Saturday, October 11, 2025 – 8:00 am – 12:30 pm (PT)

 

Hampton Inn

1500 W Riverstone Dr. – Coeur d'Alene

*In-Person Attendance Only

10.0 CLE credits of which 1.0 is Ethics

 

Registration:

Family Law Section Members: $375.00

Standard Registration / Non-Section Members: $400.00

Law Students: $225.00

 

Take advantage of the discounted registration and join the Section HERE.

 

Conference Agenda

Day 1 - Friday, October 10, 2025

8:00 a.m.              Continental Breakfast

9:00 a.m.              Coercive Control

                             Tracee Parker, Coalition Ending Gender-Based Violence

10:00 a.m.            Break - Sponsored by Soberlink

10:15 a.m.            Redefining Family Law: Unbundling for Client Care and Lawyer Sanity

                             AJ Skogerson, The Law Shop

                             Andrea McGinn, The Law Shop

12:15 p.m.            Hosted Lunch - Sponsored by River's Edge Mediation

1:00 p.m.              Intersection of Family Law and Immigration

                             Denise Penton, Penton Law Offices PLLC

2:00 p.m.              Ethics from a Judicial Perspective

                             Hon. John T. Mitchell, Senior District Judge, First Judicial District

3:00 p.m.              Break - Sponsored by Our Family Wizard

3:15 p.m.              Case Law Update

                             Katie Meier, Cosho Humphrey

4:15 p.m.              Judges Panel

                             Hon. Destry W. Randles, 1^st Judicial Magistrate Court                                              

                             Hon. Diane M. Walker, 4^th Judicial District Magistrate

5:15 p.m.              CLEs Conclude for the Day

5:15 p.m.              Award of Distinction Presentation - Hosted Social

                             At Vine & Olive Eatery and Wine Bar

6:30 p.m.              Dinner On Your Own

 

Day 2 - Saturday, October 11, 2025

8:00 a.m.              Continental Breakfast

9:00 a.m.              Is that Gold in Them There Hills? -- Crypto

                             Victoria Fife, CCFI, CRC, CBIZ Forensic Consulting Group, LLC

10:00 a.m.            Break

10:15 a.m.            Idaho's Abortion Laws Explained

                             Mary E. Shea, Merrill & Merrill, Chtd.

11:15 a.m.            Break

11:30 a.m.            Idaho's Abortion Laws Explained (cont'd) Q&A

                             Mary E. Shea, Merrill & Merrill, Chtd.

12:30 p.m.             CLE Concludes

 

Lodging:

Hampton Inn

1500 W Riverstone Dr. – Coeur d'Alene

Reserve your rooms HERE by Tuesday, September 16^th to take advantage of the negotiated lodging rates. There are a limited number of rooms available so book as soon as possible for the best options.

Lodging Deadline Tuesday, September 16th.

Sponsored by the Idaho State Bar Family Law Section

 

Friday, October 10, 2025
& Saturday, October 11, 2025

Hampton Inn

1500 W Riverstone Dr. – Coeur d'Alene

 

Lodging:

Hampton Inn

1500 W Riverstone Dr. – Coeur d'Alene

Reserve your rooms HERE by Tuesday, September 16^th to take advantage of the negotiated lodging rates. There are a limited number of rooms available so book as soon as possible for the best options.

Lodging Deadline Tuesday, September 16th.

Crafting Contracts: Ethical Issues for Drafters

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 1, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Negotiating, drafting and reviewing contracts are processes fraught with ethical issues.  Negotiations sometimes require zealous advocacy, taking maximal positions; other times, they require delicacy and balance. Reviewing and drafting complex contracts is a similar ethical minefield. If you discover that the draft of a contract contains materially incorrect assumptions about the law but which will benefit your client, do you have the duty to disclose or correct the error?  In the same way, if the contract contains faulty assumptions about material facts, must you disclose those faulty assumptions?  And how do these rules apply when drafting a contract?  This program will provide you with a real world guide to the ethics of negotiating, drafting and reviewing contracts.

 

• The law – when you know a counterparty has made faulty assumptions benefiting your client, must you say?
• The facts – when a counterparty makes faulty factual assumptions, must you correct?
• Ethics and rescission – are you ever ethically obligated to rescind or restate a contract?
• Ethics in negotiations – what’s the line between zealous representation and deception? 

Ethical Happy Hour

Sponsored by the Professionalism & Ethics Section

 

Thursday, October 23rd

5:00 - 6:30 p.m.

The Stonehouse at the Ram

709 East Park Boulevard - Boise

0.5 Ethics credit

 

Registration:

Professionalism & Ethics Section Members    $15 

Non-Section Members                                        $25

 

Join the Professionalism and Ethics Sections for an Ethical Happy Hour with ethical trivia.

 

How Ethics Rules Apply to Lawyers Outside of Law Practice

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 15, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Ethics rules are intended primarily to regulate lawyer acts when practicing law. But the rules do not always stop there. Lawyers can be held responsible and disciplined under ethics rules for things they do when acting outside of their practices. Lawyers may be disciplined under ethics rules for criminal conduct, including misdemeanors, entirely unrelated to their lawyerly conduct. They may be also be disciplined for any acts that involve dishonesty, misrepresentation, or any actions prejudicial to the judicial system. This program will provide you with a guide to circumstances in which ethics rules apply to lawyers when they act outside of law practice.

 

• Dishonesty and misrepresentation when a lawyer is acting as a non-lawyer
• Lawyers as business people – how counter-parties can allege ethical misconduct
• Self-representation – when lawyers represent themselves in litigation, who can they communicate with?
• Violations of law, including misdemeanors, as ethics violations
• Restrictions on lawyers’ ability to market themselves in non-lawyer roles

Joint Representations, Part 1: Civil Litigation Focus

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

November 25, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy.

 

Part 1:

• Evaluate when joint representation benefits multiple parties in litigation
• Identify potential conflicts before they become ethical violations
• Master consent procedures and documentation for joint representations
• Understand the scope of shared confidentiality in joint arrangements
• Learn to structure retainer agreements for multiple-client representations

 

Part 2:

• Navigate withdrawal obligations when conflicts develop mid-litigation
• Handle strategic considerations for managing divergent client interests
• Address privilege issues unique to joint representation scenarios
• Develop communication protocols that protect all parties' interests
• Master fee allocation and billing practices in joint representations

Joint Representations, Part 2: Civil Litigation Focus

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

November 26, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy.

 

Part 1:

• Evaluate when joint representation benefits multiple parties in litigation
• Identify potential conflicts before they become ethical violations
• Master consent procedures and documentation for joint representations
• Understand the scope of shared confidentiality in joint arrangements
• Learn to structure retainer agreements for multiple-client representations

 

Part 2:

• Navigate withdrawal obligations when conflicts develop mid-litigation
• Handle strategic considerations for managing divergent client interests
• Address privilege issues unique to joint representation scenarios
• Develop communication protocols that protect all parties' interests
• Master fee allocation and billing practices in joint representations

Navigating Conflicts of Interest, Part 1

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

December 9, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.

 

Part 1:

• Apply systematic conflict-checking procedures and documentation requirements
• Understand when conflicts are consentable versus absolutely prohibited
• Master client consent processes and required disclosures
• Learn to identify conflicts in transactional versus litigation contexts
• Develop intake procedures that catch conflicts before engagement

 

Part 2:

• Handle conflicts that arise during ongoing representations
• Navigate conflicts between current and former clients
• Understand imputation rules and their impact on law firm operations
• Develop firm-wide policies for conflict prevention and management
• Learn remedial measures when conflicts are discovered after engagement

Navigating Conflicts of Interest, Part 2

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

December 10, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.

 

Part 1:

• Apply systematic conflict-checking procedures and documentation requirements
• Understand when conflicts are consentable versus absolutely prohibited
• Master client consent processes and required disclosures
• Learn to identify conflicts in transactional versus litigation contexts
• Develop intake procedures that catch conflicts before engagement

 

Part 2:

• Handle conflicts that arise during ongoing representations
• Navigate conflicts between current and former clients
• Understand imputation rules and their impact on law firm operations
• Develop firm-wide policies for conflict prevention and management
• Learn remedial measures when conflicts are discovered after engagement

Negotiation Ethics: Balancing Boasts and Integrity

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

December 4, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Lawyers must be truthful.  Yet they must be zealous in the representation of their clients.  The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client.  The negotiation may be a settlement of litigation or in connection with a transaction. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to his or her client’s interest.   Lawyers may also “puff” or boast, signaling that a negotiating stance is firmer than a client’s true positon or more substantively valid than the law can reasonably support.  At some point, the gray ethical line is tripped and what the lawyer does becomes improper. This program will provide you with a real world guide to ethical issues in lawyer negotiations. 

 

• Ethics and ethical drawing lines – what’s an acceptable level of deception in negotiations?
• Affirmative statements of fact, value or intent in settlements
• Silence about adverse law in negotiations
• Silence about facts unknown to an opponent or counter-party
• Silence about errors in settlement agreements or transactional documents
• Non-litigation work in another state – “temporary” practice

The Privilege: Exactly What Communications Between Attorney and Client are Protected?

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

November 19, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

 

Attorney-client privilege seems straightforward until you're faced with corporate clients, third-party communications, or discovery disputes that challenge its boundaries. This program cuts through the confusion with practical guidance on when privilege applies, how it can be waived, and what communications truly remain protected. Learn to safeguard confidential communications while avoiding privilege pitfalls that could expose sensitive client information.

 

• Identify the precise scope and limitations of attorney-client privilege
• Understand privilege in corporate settings and multi-party representations
• Learn when third-party presence destroys or preserves privilege protection
• Master common privilege waiver scenarios and how to avoid them
• Develop strategies for asserting and protecting privilege in litigation

2025 Civil Litigation Ethics: Navigating New Challenges, Part 1

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 8, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 10, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. 

 

Day 1:

• Ethics and technology in law practice review
• Ethics and settlement agreements
• Recent developments in conflicts of interest, part 1

 

Day 2:

• Ethics, evidence and witnesses
• Developments in confidentiality and preserving the attorney-client privilege
• Recent developments in conflicts of interest, part 2

2025 Civil Litigation Ethics: Navigating New Challenges, Part 2

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 9, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 11, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

2025 Civil Litigation Ethics: Navigating New Challenges, Part 1

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 8, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 10, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. 

 

Day 1:

• Ethics and technology in law practice review
• Ethics and settlement agreements
• Recent developments in conflicts of interest, part 1

 

Day 2:

• Ethics, evidence and witnesses
• Developments in confidentiality and preserving the attorney-client privilege
• Recent developments in conflicts of interest, part 2

Brave New World: Lawyer Ethics & AI

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc.

 

December 16, 2025

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for June 14, 2024, you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

The use of artificial intelligence is not some distant prospect.  Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff?  This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice.

 

• What duties do lawyers have to investigate and understand AI in the tools they use?
• Does AI constitute the unauthorized practice of law (UPL) in a state?
• Do software packages that draft language and assemble forms violate ethics rules?
• What supervisory and training obligations do lawyers have for non-lawyer staff using these tools?
• Are there ethics concerns of using AI in discovery?
• Must lawyers warn clients that they use AI?

Internet Ethics: Navigating Lawyer Responsibilities Online

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

December 15, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for September 4, 2025, you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers.  You can easily research witnesses, parties, judges, and jurors with a simple Google search.  Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals.  With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet. 

 

• Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting
• Researching jurors, parties, witnesses and judges via social media
• Blogging or sending newsletters/law updates to clients
• Trends in texting, confidentiality, and discoverability
• Law firm marketing via the web

Shared Spaces: Ethics of Remote and Virtual Law Offices

Sponsored by the Idaho Law Foundation, Inc. in partnership with Freestone and WebCredenza, Inc. 

 

October 2, 2025

11:00 a.m. - 12:00 p.m. (MT)

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for May 30, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

 

Technology allows lawyers far more flexibility to practice law than ever before.  Lawyers can work in shared offices, splitting expenses with other small firms or solo practitioners. They can work remotely, from home or virtually anywhere, with basic computer and networking technology. But all these innovations come with ethics traps. These include issues of communications and confidentiality, supervising outsourced worked, multijurisdictional practice, and managing all the technology used to practice law from home.  This program will provide you with a practical guide to ethical issues when working from home or anywhere but a traditional office.

• Disclosure to clients of virtual nature of law office
• Duty of competence as a duty to understand technology
• Electronic communications, confidentiality, and ethical risks in virtual law offices
• How Web sites and a “virtual” presence implicate multijurisdictional practice issues
• Outsourcing work to paralegal services, including fee sharing issues