2025 Business and Corporate Law Section CLE

Sponsored by the Idaho State Bar Business and Corporate Law Section

Friday, May 16, 2025

9:00 a.m. – 4:00 p.m.

University of Idaho College of Law - Boise

504 W Front St.

*Live Webcast Available

5.5 CLE credits – NAC Approved

Registration: 

General Registration                                                               $200.00

Members of the Business and Corporate Law Section  $150.00

Law Students                                                                             FREE

Take advantage of Section benefits and join the Business and Corporate Law Section here for $40!

The Business and Corporate Law Section is hosting its annual CLE at The University of Idaho Law School in beautiful downtown Boise.  The conference will include a variety of trending business law topics involving the Corporate Transparence Act, evidence, mediation & conflict resolution, fiduciary duties, immigration and other emerging topics in business law and compliance.

Program Agenda

9:00 a.m.    Registration and Continental Breakfast

9:30 a.m.    Update on the Corporate Transparency Act/UCC Amendments

                   David S. Jensen, Parsons Behle & Latimer

10:30 a.m.  Break

10:45 a.m.  Evidence Law for Business and Transactional Lawyers

                   John E. Rumel, University of Idaho College of Law

11:45 a.m.  Hosted Lunch

12:30 p.m.  Presentation of Law Student Paper Winners

• The Legal Evolution of Climate-Related Financial Disclosures in the United States 

                    Faith Quigley, student at University of Idaho College of Law - Moscow

• The “Bad Spaniels” Case: The Overlap of Trademark Rights and First Amendment Interests

                    Blaykleigh Smythe, student at University of Idaho College of Law - Boise

• Unveiling Judicial Reasoning in Idaho: A Natural Language Processing Analysis of Parental Control in Piercing the Corporate Veil

                    David McNeill, student at University of Idaho College of Law - Boise

1:00 p.m.    Mediation and Conflict Resolution for Business and Transactional

                   Lawyers

                   Rebecca Wood Anderson, Jones Williams Fuhrman Gourley, PA

2:00 p.m.    Fiduciary Duties: An Overview of Idaho and Delaware Law                                

                   Cameron Warr, Holland & Hart, LLP

3:00 p.m.    Mexico’s Countermeasures: Impact on American Business & Property Ownership in Mexico

                   Marta M. Horton, Fisher Hudson Brown Horton

4:00 p.m.    Program Concludes

2025 Dispute Resolution Seminar                                                                                                 

Sponsored by the Idaho State Bar Dispute Resolution Section

Monday, May 19, 2025

8:30 am – 4:45 pm MT

The Law Center

525 W. Jefferson St. – Boise

*Live Webcast Available

6.5 CLE credits, including 2 Ethics credits

Registration:

General Registration                                $300.00

Dispute Resolution Section Member   $70.00

Take advantage of Section benefits, join the Dispute Resolution Section here for $30!

SEMINAR AGENDA

8:30 am           Welcome

8:45 am           Ethics in Mediation

                        Clare Fowler, PhD., Fowler Mediation – Eugene

10:45 am         Break

11:00 am         Therapeutic Parenting Plans

                        Katie Whiting, Treasure Valley Therapy LLC

12:30 pm        Hosted Lunch

1:30 pm          Conflict Theory

                        Clare Fowler, PhD., Fowler Mediation – Eugene

3:00 pm          Break

3:15 pm          Conflict Theory Continued

4:45 pm          Program Ends

2025 Fall New Attorney Program

Sponsored by the Idaho Law Foundation, Inc.

Friday, September 26, 2025
8:00 am to 12:30 pm (MT)

Boise Centre East

195 S. Capitol Blvd., Boise

*In-Person Attendance Only* 

4.0 CLE credits of which 1.0 is Ethics – NAC Approved

Registration Fee: 

Standard Registration   $120.00

Day of Registration        $150.00

The New Attorney Program consists of an introduction on Idaho practice, procedure, and ethics. This course meets the CLE requirements of Idaho State Bar Commission Rule 402(f)(3).  Participants must be admitted and sworn into the Idaho State Bar for this course to count toward the New Admittee CLE requirement. If a participant will not be sworn in on or by September 26, 2025, they will have to wait until May 2026 to take this course. * 

Agenda

8:00 am      Lawyering Skills        

9:30 am      Break

9:45 am      Federal & State Judiciary Panel 

11:15 am    Break

11:30 am    Idaho Lawyer Assistance Program

12:00 pm    Idaho State Bar & Idaho Law Foundation Potpourri

12:30 pm    Program Concludes

2025 Spring New Attorney Program

Sponsored by the Idaho Law Foundation, Inc.

Friday, May 2, 2025
8:00 am to 12:30 pm (MDT)

Hyatt Place Downtown Boise

1024 W. Bannock – Boise

*In-Person Attendance Only* 

4.0 CLE credits of which 1.0 is Ethics – NAC Approved

Registration Fee: 

Standard Registration   $100.00

Day of Registration        $130.00

The New Attorney Program consists of an introduction on Idaho practice, procedure, and ethics. This course meets the CLE requirements of Idaho State Bar Commission Rule 402(f)(3).  Participants must be admitted and sworn into the Idaho State Bar for this course to count toward the New Admittee CLE requirement. If the participant will not be sworn in on or by May 2, 2025, they will have to wait until September 26, 2025, to take this course. * 

Agenda

8:00 am      Lawyering Skills

                   Moderator:     Hon. Jessica M. Lorello – Idaho Court of Appeals

                   James A. Cook, Idaho Administrative Office of the Courts

                   Jeremiah M. Hudson, Fisher Hudson Shallat

                   Anne Henderson Haws, Holland & Hart, LLP

                   Cheyenne M. House, J.R. Simplot Company

9:30 am      Break

9:45 am      Federal & State Judiciary Panel

                   Hon. Raymond E. Patricco – U.S. Magistrate Judge, District of Idaho

                   Hon. Thomas W. Whitney – District Judge, 3^rd Judicial District

                   Hon. Fafa Alidjani – Magistrate Judge, 4^th Judicial District

11:15 am    Break

11:30 am    Idaho Lawyer Assistance Program

                   Mack Mayo, Paine Hamblen LLP 

12:00 pm    Idaho State Bar & Idaho Law Foundation Potpourri

                   Teresa A. Baker, Idaho State Bar

                   Abby L. Kostecka, Idaho State Bar

                   Jennifer M. Schindele, Idaho Volunteer Lawyers Program

                   Andrea Getchell, Idaho State Bar Lawyer Referral Program

12:30 pm     Program Concludes

*The next course will be held on Friday, September 26, 2025, in person in Boise.

Co-Counsel Ethics in Civil Litigation

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

August 1, 2025

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

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

Course Description: TBD

Communicating with Opposing Counsel & the Courts: Professionalism and Ethics

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

April 29, 2025

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

Effective communication is key to a successful legal practice, especially when dealing with opposing counsel and the courts. This session explores the ethical and professional responsibilities lawyers have in their communications, offering strategies to maintain professionalism even in contentious situations. Learn how to navigate challenging interactions while upholding your ethical obligations.

Highlights:

• The ethical guidelines governing communications with opposing counsel.
• Best practices for clear and professional court filings and oral advocacy.
• Strategies for managing contentious or unprofessional opposing counsel.
• Avoiding ethical pitfalls in email and written correspondence.

Real-life examples of communication missteps and how to avoid them.

Drafting Waivers of Conflicts of Interests

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

July 22, 2025

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

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

A bedrock principle of lawyer ethics is that lawyers owe their clients loyalty, free of conflicts of interest – unless those conflicts are explicitly waived by a client in writing.  Clients are entitled to zealous representation without the lawyer being conflicted by other representations.  When a conflict arises, the lawyer is required to decline the representation causing the conflict or withdraw from an ongoing matter – unless the conflict is explicitly waived by the client.  But waivers are not always easily accomplished.  They must be carefully drafted – particularly when it purports to be of an anticipated conflict. This program will provide you with a real-world guide to the rules governing conflict waivers, types of waivers, and how to draft them to avoid future dispute and ethical sanction.

• Drafting effective waivers of conflicts of interest
• Key provisions of waivers and ensuring there is “informed” consent
• Advance waivers – drafting waivers for anticipated conflicts
• Types of advance waivers – stating subject area, adverse parties, neither or both
• Sources of rules and practical guidance on drafting waivers
• Common mistakes made in drafting waivers
• Consequences of ineffective waivers

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

Internet Ethics: Navigating Lawyer Responsibilities Online

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

September 4, 2025

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

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

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

Lawyers Supervising Lawyers: Navigating Ethical Responsibilities

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

July 31, 2025

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

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

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

Shared Spaces: Ethics of Remote and Virtual Offices

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

May 30, 2025

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

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

Texting While Practicing Law: Ethical Risk

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

June 27, 2025

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

*Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

Text messaging has become a mainstream form of communication.  Clients now routinely text their lawyers about pending matters.  They may ask about the status of a case, provide facts about a case, communicate decisions to a lawyer, or message other sensitive information.  These messages are often to a lawyer’s mobile phone that is used extensively for personal purposes, unsecured in their transmissions, and easily accessible by third parties. This new wave of lawyer-client communication raises many difficult ethical questions, including preservation of the attorney-client privilege.   This program will provide you with a guide to the major ethics issues when lawyers and their clients text message about pending matters.

• Confidentiality issues involving unsecured transmission of texts involving sensitive case issues
• How to handle mobile phones used for both personal purposes and law practice
• Potential loss of the attorney-client privilege when text messages are accessible by third parties
• Tension among the duties of competence, prudence and to communicate with clients
• Understanding the ethical risks and counseling clients about the risks to their case when texting

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

Course Description: TBD

Well-Being Panel

Sponsored by the Idaho Law Foundation and the Lawyers Assistance Program

Monday, May 5, 2025

12:00 p.m. – 1:00 p.m. (MT)

*Live Webcast Available

1.0 CLE credits

Registration Cost: Free

When Lawyers Make Mistakes: Ethical & Disciplinary Issues

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

May 20, 2025

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

Course Description: TBD

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

2025 Ethics Update: Navigating New Challenges, Part 1

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

June 19, 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 February 11, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attorney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice.

Day 1:

• Ethics and artificial intelligence
• Ethics and witness prep
• Emerging issues in conflicts of interest, part 1

Day 2:

• Office sharing and imputed dq issues
• Protection for data
• Emerging issues in conflicts of interest, part 2

2025 Ethics Update: Navigating New Challenges, Part 2

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

June 20, 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 February 12, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attorney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice.

Day 1:

• Ethics and artificial intelligence
• Ethics and witness prep
• Emerging issues in conflicts of interest, part 1

Day 2:

• Office sharing and imputed dq issues
• Protection for data
• Emerging issues in conflicts of interest, part 2

Ethics of Beginning and Ending Client Relationships

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

May 28, 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 February 28, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Substantial ethics issues flow from the moment an attorney-client relationship is formed, whether it is formed intentionally or through inadvertence.  Determining when a relationship commences and the scope of the representation has dramatic implications for issues related to confidentiality, conflicts of interest, the attorney-client privilege and more. Ending an engagement is nearly as complicated. When are you allowed to end an engagement?  And how must you go about it without prejudicing a client’s interest in a transaction or in litigation? This program will you provide a real-world guide the ethical issues of beginning and ending an attorney client relationship.

• Determining when and how a relationship starts – including through inadvertence
• Email and technology issues – how unsolicited communications may trigger ethical obligations
• Joint representation issues – unsorting the confidentiality and privilege issues
• End a relationship – when are you allowed to end an engagement?  How do you do it ethically?
• Circumstances when you might be required to end a relationship

Evidentiary Issues with Text and "Chat" Messages

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

April 28, 2025

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 CLE credit

Registration Fee:  $55.00

*Please Note: If you received credit for this course for May 9, 2024 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Text messaging is mainstream. Clients generate virtual reams of data when they message with business partners, vendors, employees, and even public. This is a rich vein of electronically stored information that is potentially discoverable in formal litigation or pre-litigation.  Because texting is so convenient, casual and almost reflexive, the caution clients exercise in other forms of communication are often disregarded when texting, including when they text with their lawyers. This program will provide you with a practical guide to obtaining text messages, the risks of discovery in litigation, and related issues.

• Obtaining text messages – working with mobile carriers
• Timing – how long are texts kept and in what form?
• Discovery issues – obtaining texts from parties or other sources
• Issues related to encrypted messaging services
• How strategies differ for plaintiffs and defendants

Lawyer Ethics and Email

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

May 9, 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 May 22, 2024, December 31, 2024, or February 26, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Email has become essential to law practice.  Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email.  But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices.

• Beginning an attorney relationship via email – intentionally and inadvertently
• Security and confidentiality when email is exchanged in the Cloud
• Inadvertently sent email and metadata embedded in email
• Discarding/deleting email and working with outside vendors
• Ex parte communications with represented adversaries
• Attorney-client privilege issues

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

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

Small Firm Ethics: Tech, Paralegals, and Remote Practice Challenges

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

August 7, 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 30, 2025 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites.  They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps.  Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege.  Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest.  Client development also implicates a range of ethics issues.  It’s a lot to manage for a firm of any size, but particularly for smaller firms.This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners.

• Ethical issues for small law firms and solo practitioners
• Technology – storing client files in “the Cloud,” email traps, and remote networks
• Pooled Resources – shared office/meeting space, shared support staff, shared technology
• Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more
• Paralegals – training and billing, confidentiality and the attorney-client privilege
• Co-Counsel – ethical responsibilities when practicing with other lawyers