Essential Skills for Attorneys Handling Wills and Probate Cases: Pro Bono in Practice

Sponsored by the Idaho Military Legal Alliance and the Idaho Volunteer Lawyers Program

Tuesday, September 10, 2024
4:00 pm – 6:00 p.m. (MT)

The Arid Club

1137 W River St.

*Live Webcast Available

2.0 CLE credits (pending)

Registration: FREE with a volunteer commitment to the Idaho Volunteer Lawyers Program (IVLP)/Idaho Military Legal Alliance (IMLA) or $50.00

Please contact the Idaho Volunteer Lawyers Director, Jennifer Schindele, BEFORE registering for this event to get a registration code.

Do you want to help veterans or low-income individuals? The Idaho Military Legal Alliance invites you to this refresher on the basics about the probate process, intestate rules, per stirpes, and choice of personal representative.  Attorney Scott Learned will provide instruction on the ethics of drafting wills pro bono and identifying which clients need a referral for more advanced help. 

There will be a Happy Hour following the CLE.

Ethics for Business Lawyers

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

September 12, 2024

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

Lawyers advising businesses on transactions or negotiating on their behalf often confront a range of important ethical questions.  The biggest is, who is your client?  Often a company’s owners or managers will not understand the distinction between representing them and representing the company? There are also issues of identifying and clearing conflicts among clients when they are negotiating transaction.  And what can a lawyer say or do when negotiating for a client? Also, lawyers are sometimes confronted with issues about what to do when clients are dishonest.  This program will provide you with a real world guide to ethical issues when representing clients in business transactions. 

• Ethical issues in business and corporate practice
• Identifying your client in a variety of transactional contexts – the company v. its managers?
• Conflicts of interest in representing both sides of a transaction
• Ethical issues in transactional negotiations and communications with represented parties
• Representing clients you know to be dishonest and reporting wrong-doing “up and out”

Nuts and Bolts of Nursing Home Litigation

Sponsored by Idaho Legal Aid and the Fourth District Bar Association

Wednesday, September 18, 2024
2:00 pm – 3:30 p.m. (MT)

The Law Center

525 W. Jefferson St. – Limited to 30 attendees

*Live Webcast Available

1.5 CLE credits

Registration: FREE

Laura Mullins, Pintas & Mullins in Illinois, and Joe Musso, Bedsore Law in Virginia,  two nationally recognized practitioners in the area of nursing home litigation will present a basic overview of nursing home abuse and neglect cases, from intake to litigation.  This course will help attorneys identify different types of cases (falls, bedsores, etc.); assess that first phone call; determine what cases to accept for review; identify what records are needed; evaluate a case; and understand some issues are likely to arise during litigation.

CLE Idaho: Lunch with the Judiciary – Idaho Falls

Sponsored by the Idaho Law Foundation, Inc.

Friday, September 20, 2024

11:30 a.m. – 1:00 p.m. (MT)

Hilton Garden Inn

700 Lindsey Blvd. – Idaho Falls

1.0 CLE credits – NAC Approved

In Person Only

Registration:
Standard: $40

Law Student: $20

Join Seventh District Judge Darren Simpson, Magistrate Judges Wiley R. Dennert and Tawnya Rawlings as they provide a judicial perspective on local court rules, share insight on new statewide rules and initiatives, and discuss other matters of interest to local practitioners.  Lunch will be provided with the cost of registration.

CLE Idaho: Lunch with the Judiciary – Lewiston

Sponsored by the Idaho Law Foundation, Inc.

Friday, September 20, 2024

11:30 a.m. – 1:00 p.m. (PT)

Hell’s Canyon Grand Hotel – Selway Room

621 21^st St. – Lewiston

1.0 CLE credits – NAC Approved

In Person Only

Registration:
Standard: $40

Law Student: $20

Join Second Judicial District Judge Michelle Evans, Magistrate Judges Sunil Ramalingam and Victoria Olds as they provide a judicial perspective on local court rules, share insight on new statewide rules and initiatives, and discuss other matters of interest to local practitioners.  Lunch will be provided with the cost of registration.

CLE Idaho: Lunch with the Judiciary – Caldwell

Sponsored by the Idaho Law Foundation, Inc.

Friday, September 20, 2024

11:30 a.m. – 1:00 p.m. (MT)

Canyon County Courthouse, Courtroom 140

1115 Albany – Caldwell

1.0 CLE credits – NAC Approved

In Person Only

Registration:
Standard: $40

Law Student: $20

Join Third Judicial District Judge Gabriel McCarthy and Third District Magistrates Judge Chad Gulstrom and Courtnie Tucker as they provide a judicial perspective on local court rules, share insight on new statewide rules and initiatives, and discuss other matters of interest to local practitioners.  Lunch will be provided with the cost of registration.

2024 Fall New Attorney Program

Sponsored by the Idaho Law Foundation, Inc.

Friday, September 27, 2024
8:00 am to 12:30 pm (MDT)

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   $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 September 27, 2024, they will have to wait until Spring 2025 to take this course. * 

Agenda

8:00 am      Lawyering Skills

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

                   James A. Cook – Idaho Legal Aid Services Inc.

                   Jeremiah M. Hudson, Fisher Hudson Brown Horton

                   Aaron R. Bell, Dorsey & Whitney LLP

                   Anne Henderson Haws, Holland & Hart, LLP

9:30 am        Break

9:45 am       Federal & State Judiciary Panel 

                   Hon. Debora K. Grasham – U.S. Magistrate Judge, District of Idaho

                   Hon. Gene A. Petty –District Judge, 3^rd Judicial District

                   Hon. Laurie A. Fortier – 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

                   Maureen R. Braley – Idaho State Bar

                   Teresa A. Baker – Idaho State Bar

                   Jennifer M. Schindele – Idaho Volunteer Lawyers Program

12:30 pm     Program Concludes

Advancing Advocacy: Argument and Writing with Justice Stegner and Judge Lorello  

Sponsored by the Idaho State Bar Young Lawyers Section

Tuesday, October 1, 2024

11:30 a.m. – 1:30 p.m. (MT)

University of Idaho College of Law

501 W. Front St., Room 221 – Boise

*Live Webcast Available

Webcast begins at 12:00 pm

1.5 CLE credits – NAC Approved

Registration

Standard Registration                              $50.00

Young Lawyers Section Members         $25.00

Law Students                                                FREE

We all learned how to write and argue in law school, but did we really? Justice John R. Stegner, retired, Idaho Supreme Court, will present exactly what he wants to see in his courtroom when it comes to presentation, argument, and what oral argument in front of the Supreme Court should entail. Are we arguing with the judges, or should we step into the role of a teacher? Judge Jessica M. Lorello, Idaho Court of Appeals, will discuss writing, briefs, memos, formatting, etc., and how to best advocate through your writing. This program will help you become the best advocate you can be for your client, while giving you all the answers for strategy before trial. 

This CLE will begin with a hosted lunch and networking session, with the panel to begin at noon. 

We would love to see you in person, but if you cannot make the trip, we will have a live webcast option. 

2024 Health Law Seminar                                                                               

Sponsored by the Idaho State Bar Health Law Section

Thursday, October 3, 2024

9:00 am – 2:00 pm MT

University of Idaho College of Law – Boise

501 W. Front St., Room 221

*Live Webcast Available

3 CLE credits, including 1 Ethics credit

Registration:

General Registration                              $65.00

Health Law Section Member                $45.00

Law Students                                            No Cost

Take advantage of Section benefits, join the Health Law Section here for $25!

SEMINAR AGENDA

9:00 am          Networking Breakfast

9:45 am          Welcome Remarks from the Section Chair

                        Elizabeth D. Sonnichsen, Pennant Services

10:00 am         Working Together: Obtaining Medical Records + Other Privacy Concerns

                        Chelsea E. Kidney, Smith + Malek

                        Aubrey D. Lyon, St. Luke’s Health System

                        Marisa S. Crecelius, Pennant Services

11:15 am         DOJ Investigations and CID Responses

                        Brent T. Wilson, University of Utah

                        Robert G. Homchick, Davis Wright Tremaine – Seattle

                        Wendy J. Olson, Stoel Rives LLP

12:15 pm        Hosted Lunch

1:00 pm          Ethical Engagement with Self-represented Litigants: Walking the Fine Line

                        Merritt L. Dublin, Office of Administrative Hearings

2:00 pm          Closing Remarks

                        Elizabeth Sonnichsen, Pennant Services

Lawyer Ethics in Real Estate Practice

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

October 4, 2024

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

**Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

The real estate industry is fiercely competitive as developers and contractors, investors and lenders, brokers and others—often with the aid of legal counsel—seek advantage. This can easily present real estate lawyers with ethical dilemmas. Conflicts of interest are rife. There are issues of communicating and negotiating with unrepresented parties. There are also concerns related to taking an equity stake in a real estate venture in lieu of fees. Sometimes, too, there is the discovery that a client is engaged in wrongdoing. This program provides you with a real-world guide to common ethics issues in real estate practice.

Program Topics

• Joint representations of a business entity and its owners in a real estate transaction
• Representation of a client with adverse interests in unrelated transactions
• Communications with unrepresented parties—and with represented parties
• Inadvertent disclosure of confidential deal terms
• Receipt of deal equity in exchange for legal services
• Special issues when client fraud is discovered

CLE Idaho: Lunch with the Judiciary – Pocatello

Sponsored by the Idaho Law Foundation, Inc.

Friday, October 18, 2024

11:30 a.m. – 1:00 p.m. (MT)

Bannock County Courthouse

Judge Carnaroli’s Courtroom

624 E. Center St. – Pocatello

1.0 CLE credits – NAC Approved

In Person Only

Registration:
Standard: $40

Law Student: $20

Join Sixth District Judges Javier Gabiola and Magistrate Judge Carol Tippi Jarman and as they provide a judicial perspective on local court rules, share insight on new statewide rules and initiatives, and discuss other matters of interest to local practitioners.  Lunch will be provided with the cost of registration.

Ethics and Virtual Law Offices

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

October 23, 2024

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 virtually – from home or in shared settings – than ever before.  No longer must they maintain freestanding offices, support staff, and libraries. Lawyers can set-up offices in their homes, communicate with clients, adversaries and the courts electronically, outsource overflow work to co-counsel or vendors, and establish web sites that can reach potential clients. These “virtual” practices are increasingly commonplace, but the relative ease with which they are established obscures many significant ethical issues.  This program will provide you with a practical guide to significant issues when lawyers and law firms establish “virtual” law practices.

• Disclosure to clients of the virtual character of a law practice
• Electronic communications, confidentiality, and ethical risks in virtual practices
• Ethical issues when lawyers share office space or other resources but practice separately
• How Web sites and a “virtual” presence implicate multijurisdictional practice issues
• Outsourcing work to vendors or co-counsel, and ensuring its competently performed
• Requirements and risks when offering legal advice across state lines
• Duty to understand law office technology as a duty of competence

Ethics in Discovery Practice

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

November 1, 2024

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

Discovery can be the most important phase of litigation, directing the course and outcome of the case.  How evidence is discovered, how it is used, and how mistakes in its handling are disclosed and remedied all raise very significant ethical issues. These issues – the risk of mishandling – are increased by the vast growth of ESI, electronically stored information. Litigators have certain obligations that their vendors comply with ethics rules. There are also issues surrounding the use of paralegals in discovery practice.  Failure to ensure ethics compliance during discovery can have a material adverse impact on the underlying litigation and draw an ethics complaint.  This program will provide you with a real-world guide to substantial issues ethical issues that arise in discovery practice and how to avoid ethics complaints. 

• Duty of candor to the tribunal during discovery
• Ethical issues when you learn that a client is dishonest
• Inadvertent disclosure privileged documents and their handling
• Ethics in depositions – conferring with witnesses, using video depositions and more
• Ethical issues in widespread data mining of discovery documents
• Issues involving metadata in electronic files – documents, email, text messages
• Attorney-client privilege and security issues of working with outside e-discovery vendors
• Ethics and social media discovery

Ethics in Trust and Estate Practice

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

November 13, 2024

11:00 a.m. – 12:00 p.m. (MT)

*Live Audio Streaming Only

1.0 Ethics credit

Registration Fee:  $55.00

Trust and estate practice often sits at the intersection of money, aging clients, family drama, easy accusations of self-dealing and misdeeds, dispute – and anger.  This turbulent combination of circumstances can put attorneys in difficult ethical spots. Questions about the competence of aging clients in combination with family drama can easily lead to ethical complaints and eventually litigation. There are also issues of decision-making authority and confidentiality if someone other than the client is paying for the representation.  Conflicts of interest, especially where a longtime client may gift something to the attorney, are rife. This program will provide you with a practical guide to substantial ethical issues in trust and estate practice.

• Working with clients with diminished capacity and protecting against challenges
• Confidentiality – understanding what information is confidential and when and to whom it can be disclosed
• Conflicts of interest – joint and common representations, husbands and wives, multiple generations of a family
• Gifts from clients – what lawyers may accept, what should they decline?
• Special issues when someone other than the client pays for a representation

Ethics in Negotiations – Boasts, Shading, and Impropriety

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

November 26, 2024

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 27, 2023 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. 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 a client’s interest.   Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations. 

• Truthful representations v. zealous representations?
• 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

Ethical Issues When You Have a Dishonest Client

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

November 27, 2024

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

**Live Audio Stream Only

1.0 Ethics credit

Registration Fee:  $55.00

One of the dangers of practicing law is that, now and again, you get a dishonest client.  Your client may be misleading you – and others – about the facts of their case, either through silence or affirmative misstatements.  Or they may be telling you one thing and others something else different.  You may discover proof of the dishonesty or just suspect it. Client dishonesty raises many ethical issues.  What must you do to ensure your client is telling you the truth? What if you discover a client is lying to a court or tribunal?  Are you allowed to disclose the dishonesty despite the duty of client confidentiality?  Are there degrees of client dishonesty – some acceptable, others not?  This program will provide you with a guide to the substantial ethical issues when client dishonesty is discovered or suspected. 

• Tension between the duty of confidentiality and the duty to be honest in communications
• Determining whether a client is lying – active v. passive, fact v. opinion, affirmative statements v. silence
• Unknowing attorney representations on basis of client dishonesty
• Duties of disclosure and to whom – the tribunal, third parties?
• Mandatory and permissive withdrawals from a case, including “noisy” withdrawals
• Discovery of dishonesty in closed matters

Professionalism for the Ethical Lawyer

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

December 5, 2024

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 13, 2024 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Ethics rules, the principles of professionalism, and sanctionable conduct are interrelated.  Lawyers have a duty to zealously represent their clients, but they do not have a duty to engage in offensive conduct that may be desired by clients. Lawyers have duties of confidentiality and honesty, but those duties do not always require pressing every advantage, such as when the lawyer knows that opposing counsel has made a material drafting error in a transactional document. In these and many other scenarios, ethics rules, professionalism, and potentially sanctionable conduct subtly interact.  This program will provide you with a practical guide to professionalism for the ethical lawyer. 

• Interrelationship of ethics rules, professionalism, and sanctions
• Zealous representation v. needlessly embarrassing an adversary or third-party
• Reacting to an adversary’s drafting errors in transactional documents
• Ethics, professionalism, and inadvertent transmission of communications
• Duty to supervise and train subordinate lawyers and staff, including to ensure courtesy to clients, opposing counsel, and courts
• Offering candid advice to clients and withdrawal when they demand offensive conduct
• Avoiding discrimination and bigotry

2024 Ethics Update, Part 1

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

December 16, 2024

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 7, 2024 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 attoarney-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 – December 16, 2024:

• Ethics and technology: A Potpourri
• Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world?
• Emerging issues in conflicts of interest, part 1

Day 2 – December 17, 2024:

• Ethics of firing a client
• Ethics and client development
• Emerging issues in conflicts of interest, part 2

2024 Ethics Update, Part 2

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

December 17, 2024

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 8, 2024 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 attoarney-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 – December 16, 2024:

• Ethics and technology: A Potpourri
• Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world?
• Emerging issues in conflicts of interest, part 1

Day 2 – December 17, 2024:

• Ethics of firing a client
• Ethics and client development
• Emerging issues in conflicts of interest, part 2

Practical Lessons in Diversity, Equity & Inclusion in Law Practice

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

December 19, 2024

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 January 22, 2024 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

This program will provide you with a practical guide to diversity, inclusion, and equity in law firms and in clients. The program will discuss the value of diversity and inclusion, including how it fosters collegiality, greater client value, and organizational and personal growth.  The panel will look at real world case studies of what types of diversity training work and help law firms – and also review those types of training that do not work. The program cover best practices not only for law firms but also for advising clients on developing diversity, inclusion, and equity training and practices.

• Types of diversity – internal, external, organizational, and worldview
• Racial and ethnic, generational and age, gender, socio-economic diversity
• Training to raise awareness of unconscious bias v. promoting allyship and inclusivity
• What types of diversity training work – and what types do not work?
• Best practices in helping law firms and their clients grow in diversity, inclusion and equity

Ethics in Negotiations - Boasts, Shading, and Impropriety

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

December 26, 2024

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 27, 2023, or November 26, 2024 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. 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 a client’s interest.   Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations. 

• Truthful representations v. zealous representations?
• 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

Ethics and Virtual Law Offices

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

December 30, 2024

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 October 23, 2024 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 virtually – from home or in shared settings – than ever before.  No longer must they maintain freestanding offices, support staff, and libraries. Lawyers can set-up offices in their homes, communicate with clients, adversaries and the courts electronically, outsource overflow work to co-counsel or vendors, and establish web sites that can reach potential clients. These “virtual” practices are increasingly commonplace, but the relative ease with which they are established obscures many significant ethical issues.  This program will provide you with a practical guide to significant issues when lawyers and law firms establish “virtual” law practices.

• Disclosure to clients of the virtual character of a law practice
• Electronic communications, confidentiality, and ethical risks in virtual practices
• Ethical issues when lawyers share office space or other resources but practice separately
• How Web sites and a “virtual” presence implicate multijurisdictional practice issues
• Outsourcing work to vendors or co-counsel, and ensuring its competently performed
• Requirements and risks when offering legal advice across state lines
• Duty to understand law office technology as a duty of competence

Lawyer Ethics and Email

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

December 31, 2024

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 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