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Collapse Emerging Areas of COVID Law and How They Intersect with the Lawyer Referral Service

Emerging Areas of COVID Law and How They Intersect with the Lawyer Referral Service– FREE CLE

Sponsored by Idaho State Bar Lawyer Referral Service

Monday, January 24, 2022

Length: Approx. 1 hr

FREE CLE

1.0 CLE credits – NAC approved (pending)

Covid has touched all areas of our lives. As the public seeks solutions to the uptick in legal issues facing them due to the pandemic, lawyer referral programs across the country are seeing a notable increase in contacts needing covid specific representation.  Jay Q. Sturgell, First Judicial District Court Assistance Officer and Chair of the Idaho State Bar Lawyer Referral Service, and Kyme Graziano,  Lawyer Referral Service Coordinator, will discuss the areas of law that have seen an increase in need through the ISB Lawyer Referral Program and ideas on how to serve the public with these emerging issues. 

Formats Available: On-Demand
Original Seminar Date: January 24, 2022

Approved Credit:
  • ISB: 1 hour Total MCLE Credits, 1 hour Including NAC

  • MORE INFOMORE INFO Emerging Areas of COVID Law and How They Intersect with the Lawyer Referral Service
    Collapse LIVE EVENT: Handling Your First or Next Probate Case (Live Webcast and In-Person)

    Handling Your First or Next Probate Case

    Sponsored by the Idaho Law Foundation

    Tuesday, February 15, 2022

    9:00 a.m. – 11:00 a.m (MT)

    The Law Center
    525 W. Jefferson St. - Boise

    **Live Webcast Available

    **NOTE: In-Person Capacity is full. Only the Webcast option is available.

     2.0 CLE credits - NAC (pending) 

    Registration:

    Standard Registration:             $75

    Bob Aldridge of Robert L. Aldridge, Chtd., will discuss the basics of handling a probate case and will review the forms used in a probate matter. Participants will gain an understanding of the timeline required in moving a probate case through the process and how to handle a small estate vs. a regular estate and when informal or formal probate is required. Mr. Aldridge will also discuss how a case is handled once the matter is commenced in probate court and will conclude with an overview of closing the estate.

    Formats Available: Live Webcast
    Original Seminar Date: February 15, 2022

    Approved Credit:
  • ISB: 2.00 hours Total MCLE Credits, 2.00 hours Including NAC

  • MORE INFOMORE INFO LIVE EVENT: Handling Your First or Next Probate Case (Live Webcast and In-Person)
    Collapse 2022 Fourth District Bar Association Spring Case Review

    2022 Fourth District Bar Association Spring Case Review

    Sponsored by the Fourth District Bar Association

    March 30th and 31st, 2022
    12:00 to 4:00 p.m. (MT) each day

    Day 1 – 3.0 CLE Credits – NAC Approved (pending)

    Day 2 – 3.0 CLE Credits including 1.0 Ethics and 2.5 – NAC Approved (pending)

    Registration: FREE

    The Fourth District Bar Association invites all members of the Idaho State Bar to its Annual Spring Case Review.  The CLE will be held virtually over two days, Wednesday, March 30th and Thursday, March 31st from 12:00 p.m. to 4:00 p.m. each day.

    The line-up of speakers includes a practitioner in each practice area who will present current case law updates.  

    TOPICS

    Health Law in Employment – Sim Avila, St. Luke’s Health System

    Evidence – Jim Dickinson, Ada County Prosecutor’s Office

    Bankruptcy – J.B. Evans, Stoel Rives, LLP

    Employment Law – Leslie Hayes, Office of the Attorney General

    Criminal Law – Jenny Swinford, Idaho State Appellate Public Defender’s Office

    Business & Corporate Law – David Jensen, Parsons Behle & Latimer

    Family Law – Katie Meier, Cosho Humphrey, LLP

    Ethics – Brad Andrews, Idaho State Bar

    Estate Planning – Sean Beck, C.K. Quade Law, PLLC

    Torts – Kevin Griffiths, Scanlan Griffiths Aldridge & Nickels

    Workers’ Compensation – Taylor Mossman-Fletcher, Scanlan Griffiths Aldridge & Nickels

     

     

    Formats Available: On-Demand
    Original Seminar Date: March 30, 2022
    On-Demand Release Date: Available Now

    Approved Credit:
  • ISB: 5.00 hours Total MCLE Credits, 5.00 hours Including NAC, 0.50 hours Including Ethics

  • MORE INFOMORE INFO 2022 Fourth District Bar Association Spring Case Review
    Collapse Handling Your First or Next Workers Compensation Case

    Handling Your First or Next Workers Compensation Case

    Sponsored by the Idaho Law Foundation

    Thursday, April 7, 2022

    Length: Approx. 2 hrs

     2.0 CLE credits - NAC 

     

    Standard Registration:  $75.00

    Learn how to take a workers' compensation case through the Idaho Industrial Commission from experienced workers' compensation attorneys who represent employees and employers/insurers. Matthew J. Vook, Petersen, Parkinson & Arnold, PLLC, and Mark C. Peterson, Hawley Troxell Ennis & Hawley, LLP, walk you through processes and procedures, advise you on best practices and provide the information you need to successfully manage a case from intake to hearing. Topics include case selection, intake to filing, investigation, and discovery and hearings.

    Formats Available: On-Demand
    Original Seminar Date: April 07, 2022

    Approved Credit:
  • ISB: 2.00 hours Including NAC, 2.00 hours Total MCLE Credits

  • MORE INFOMORE INFO Handling Your First or Next Workers Compensation Case
    Collapse 2022 Child Protection Section Spring Conference

    2022 Child Protection Section Spring Conference

    Sponsored by the Idaho State Bar Child Protection Section

    Friday, April 29, 2022
    Length: Approx. 4.5 hours

    4.5 CLE credits 

    Registration:  FREE

    Guardians ad Litem, CASA & Students are invited to attend.

    ** Non-Idaho State Bar Members and Students:  You do not have to have a bar number to register.  Please use 0000 as your bar number when prompted.

    Join the Idaho State Bar Child Protection Section as they welcome Brooke N. Silverthorn, Assistant Clinical Professor and Co-Director of the Health Law Partnership Legal Services Clinic, and the Center for Law, Health & Society at the Georgia State University College of Law. 

    Ms. Silverthorn shares her expertise she has gained while working on interdisciplinary teams serving as an attorney and policy advocate for children and children’s issues.

    We invite anyone interested in the protection of children in Idaho to Join the Child Protection Section for only $25.    The Child Protection Section is also accepting donations  to further its educational efforts, please click HERE.  *Please make sure you include CHP donation in the payment description box.

    Topics

    Safety vs. Risk, Reasonable Efforts, and Family-Centered Advocacy

    Advocacy at Each Stage: What Tools Do You Have at Each Stage                     

    Trauma-Informed Lawyering 

    Formats Available: On-Demand
    Original Seminar Date: April 29, 2022

    Approved Credit:
  • ISB: 4.50 hours Total MCLE Credits

  • MORE INFOMORE INFO 2022 Child Protection Section Spring Conference
    Collapse Update on the Continued Changes in Our Idaho State Courts from Justice Robyn Brody

    Update on the Continued Changes in Our Idaho State Courts from Justice Robyn Brody – Free CLE

    Sponsored by Idaho State Bar Young Lawyers Section and the Fourth District Bar Association

    Tuesday, May 17, 2022

    Length: 1 hr

    1.0 CLE credits of which 1.0 is NAC

    FREE - Attendees are asked to please consider a donation to the IVLP to help support pro bono services during this time of need.  Donate HERE.

    It has been two years since the Young Lawyers Section first asked Justice Robyn Brody to provide insight into how the Idaho Supreme Court was adjusting the operations of Idaho’s courts due to the COVID-19 pandemic. 

    There have been many changes over the course of the past two years with maybe even more to come as new variants of COVID reach our state.  Justice Brody again provides bar members with insight into how the Idaho Supreme Court has reached its decisions what is anticipated for the court system as we hopefully near the end of the pandemic.

     

    Formats Available: On-Demand
    Original Seminar Date: May 17, 2022

    Approved Credit:
  • ISB: 1 hour Including NAC, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO Update on the Continued Changes in Our Idaho State Courts from Justice Robyn Brody
    Collapse Real Property Law Intersections: Where Legal Specialties Meet

    Real Property Law Intersections: Where Legal Specialties Meet

    Sponsored by the Idaho State Bar Real Property Section

    Length: Approx. 5hrs

    5.0 CLE credits - NAC 

    Registration Cost:  $150.00

    Join the Real Property Section for a day of exploring how real property law intersects with various legal specialties including private/public land interface, healthcare law and Medicaid, renewable energy, and agriculture.  The afternoon will conclude with a look at real estate syndicates and their obligations under federal and state securities law.       

    Program Topics


    Railroad Land Grants and Public Access

    Professor Jerrold A. Long, University of Idaho College of Law

     

    Medicaid Eligibility and Estate Recovery: Turning Real Property Rules to Mush Since 1965

    David J. Wilson, Ahrens DeAngeli Law Group

     

    Real Estate Considerations in Renewable Energy Projects

    Jeffrey I. Nielson, Stoel Rives, LLP


    Real Estate Issues in Agriculture

    Professor Roger A. McEowen, Washburn University School of Law

     

    Real Estate Syndications: Securities Basics

    Cameron Warr, Givens Pursley LLP

    Formats Available: On-Demand
    Original Seminar Date: May 19, 2022

    Approved Credit:
  • ISB: 5.00 hours Including NAC, 5.00 hours Total MCLE Credits

  • MORE INFOMORE INFO Real Property Law Intersections: Where Legal Specialties Meet
    Collapse LIVE EVENT: The Ethics of Bad Facts and Bad Law (Live Audio Streaming)

    The Ethics of Bad Facts and Bad Law

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

    June 29, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    1.0 Ethics credit

    Registration Fee:  $55.00

    Every representation involves “bad” facts and/or “bad” law – facts and law that run counter to a client’s objectives.  Ethical tensions and issues arise when a lawyer has todisclose bad facts or law to a court or administrative panel, or even to an adversary. At what point does the lawyer’s duty as a member of the bar and officer of the court require disclosure even when it is adverse to a client’s interest whom the lawyer must zealously represent?  What are the limits to how a lawyer may represent an adverse fact or adverse law, even unpublished law, to an adversary?  Answering these difficulty questions may not only impact the outcome of a representation but potentially expose ethical sanction.  This program will provide you with a practical guide to the ethical issues surrounding bad facts and bad law in client representations.

    • Lawyer ethical duties to disclose bad facts and bad law
    • Ethical issues surrounding the representation of adverse facts to tribunals and adversaries
    • Duties to disclose adverse legal precedent to courts and administrative panels
    • When is a lawyer required to disclose bad fact or law versus when they may disclose?
    • Timing issues – at what stage should adverse facts and law be disclosed?
    • Related issues of confidentiality and the attorney-client privilege
    • Ex parte communications with the courts – what’s ethically permissible, what’s not?
    Formats Available: Live Teleseminar
    Original Seminar Date: June 29, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: The Ethics of Bad Facts and Bad Law (Live Audio Streaming)
    Collapse LIVE REPLAY: Ethics for Transactional Lawyers (Live Audio Streaming)

    Ethics for Transactional Lawyers

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

    July 1, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    **Replay of Live Audio Stream

    1.0 Ethics credit

    Registration Fee:  $55.00

    *Please note:  If you received credit for this course for November 30th, 2021, you will not be able to received credit for attending this replay.

    Representing a client in a business, commercial or real estate transaction can get ethically complicated very quickly.  There is the question of who you represent.  In a closely held company, with multiple shareholders or members, this can be problematic if the officer or manager from whom you are taking instructions thinks you represent that person and not the entity.  The client may offer you the opportunity to buy into a transaction, which puts your role as lawyer in tension with your role as investor.  There are also substantial ethical issues involved in negotiations and whether a party on the other side of the transaction is represented by legal counsel or not. This program will provide you with a real world guide to the ethics of representing clients in business, commercial, and legal transactions.

    Program Topics

    • Ethics of representing clients in transactions
    • Representation – who is your client? The company’s board or its owners? Do they know that?
    • Counter-parties – how do you negotiate on behalf of your client with unrepresented parties?
    • Business with clients – can you buy into (or be given) a stake in a client’s business or a transaction?
    • Serving on a client’s board of directors – how do you separate your legal role from your fiduciary obligation?
    • Negotiations – how do ethics rules limit your flexibility to negotiate?
    Formats Available: Live Teleseminar
    Original Seminar Date: July 01, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE REPLAY: Ethics for Transactional Lawyers (Live Audio Streaming)
    Collapse LIVE EVENT: 2022 Ethics and Social Media Update (Live Audio Streaming)

    2022 Ethics and Social Media Update

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

    July 12, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    1.0 Ethics credit

    Registration Fee:  $55.00

    This program will discuss significant ethical developments involving attorney use of technology and social media. 

    Formats Available: Live Teleseminar
    Original Seminar Date: July 12, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: 2022 Ethics and Social Media Update (Live Audio Streaming)
    Collapse LIVE EVENT: Ethics and Dishonest Clients (Live Audio Streaming)

    Ethics and Dishonest Clients

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

    July 29, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    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. 

    Program Topics

    • 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

     

    Formats Available: Live Teleseminar
    Original Seminar Date: July 29, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Ethics and Dishonest Clients (Live Audio Streaming)
    Collapse LIVE EVENT: Lawyer Ethics and Disputes with Clients (Live Audio Streaming)

    Lawyer Ethics and Disputes with Clients

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

    August 5, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    1.0 Ethics credit

    Registration Fee:  $55.00

    Ethical tensions are perhaps never as great as when a lawyer is in dispute with a client. The dispute may arise over fees, communication, perceived conflicts of interest, or something else.  In these and other circumstances, the lawyer’s duties of loyalty, zealous representation and confidentiality are all brought into direct conflict with the lawyer’s interest in self-defense. In these extremely delicate circumstances, the lawyer must determine what information may disclosed in his or her self-defense, its impact on the attorney-client privilege, and what steps he or she can take to de-escalate the conflict.  This program will provide you with a real-world guide to the ethical issues for a lawyer when he or she is in conflict with a client.

    • Disputes involving lawyers’ fees, communications, unfavorable result of representation, conflicts of interest, malpractice claims
    • Confidentiality and self-defense – what disclosure of confidences is permissible?  
    • Waivers and engagement letters to prevent dispute – or mitigate their damage
    • Permissible and mandatory withdrawals from a representation
    • Special attorney-client privilege issues in these disputes
    Formats Available: Live Teleseminar
    Original Seminar Date: August 05, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Lawyer Ethics and Disputes with Clients (Live Audio Streaming)
    Collapse LIVE EVENT: Ethics for Business Lawyers (Live Audio Streaming)

    Ethics for Business Lawyers 

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

    September 14, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    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”
    Formats Available: Live Teleseminar
    Original Seminar Date: September 14, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Ethics for Business Lawyers (Live Audio Streaming)
    Collapse LIVE REPLAY: Lawyer Ethics When Working with Paralegals (Live Audio Streaming)

    Lawyer Ethics When Working with Paralegals

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

    October 3, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    **Replay of Live Audio Stream

    1.0 Ethics credit

    Registration Fee:  $55.00

    Please Note: If you received credit for this course for January 26, 2022 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

    Paralegals are often essential for lawyers to successfully practice law.  Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients.  Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct.  Lawyers are responsible for ensuring that their paralegals’ work conforms to ethics rules. If a paralegal’s actions breach client confidentiality, compromise the attorney-client privilege, or are otherwise improper, the supervising lawyer is ethically responsible for that misconduct.  This program will provide you with a practical guide to how ethics rules make supervising lawyers responsible for the actions of their paralegals. 

    Topics

    • Conflicts of interest and the attribution of paralegal knowledge about client matters
    • Determining when paralegal research and document preparation becomes the unauthorized practice of law
    • How paralegals must be instructed about client confidentiality – and lawyer consequences on breach
    • Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure
    • Issues when paralegals participate in discovery
    • Fee sharing with paralegals
    Formats Available: Live Teleseminar
    Original Seminar Date: October 03, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE REPLAY: Lawyer Ethics When Working with Paralegals (Live Audio Streaming)
    Collapse LIVE EVENT: Ethics and Virtual Law Offices (Live Audio Streaming)

    Ethics and Virtual Law Offices

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

    October 24, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    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.

    Topics

    • 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

     

    Formats Available: Live Teleseminar
    Original Seminar Date: October 24, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Ethics and Virtual Law Offices (Live Audio Streaming)
    Collapse LIVE EVENT: Ethics in Discovery Practice (Live Audio Streaming)

    Ethics in Discovery Practice

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

    November 2, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    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. 

    Topics

    • 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
    Formats Available: Live Teleseminar
    Original Seminar Date: November 02, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Ethics in Discovery Practice (Live Audio Streaming)
    Collapse LIVE EVENT: Ethics in Trust and Estate Practice (Live Audio Streaming)

    Ethics in Trust and Estate Practice

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

    November 11, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    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.

    Topics

    • 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
    Formats Available: Live Teleseminar
    Original Seminar Date: November 11, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Ethics in Trust and Estate Practice (Live Audio Streaming)
    Collapse LIVE EVENT: Ethics and Changing Law Firm Affiliation (Live Audio Streaming)

    Ethics and Changing Law Firm Affiliation 

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

    November 18, 2022

    11:00 a.m. – 12:00 p.m. (MT)

    1.0 Ethics credit

    Registration Fee:  $55.00

    When a lawyer moves from one firm to another, it can be a fairly dramatic event.  The ethical issues for the lawyer and for his or her prior firm and new firm are substantial.  There are issues of when and how to communicate to clients and whether it’s done by the lawyer or the firm. There are issues of ongoing matters and what to do with client files.  In ongoing litigation or transactional matters, do lawyers withdraw pending a client decision about whether to move the matter to the lawyer’s next firm?  Is withdrawal even permitted?  There are also issues of conflicts of interest and how they are managed – for the lawyer who is changing law firm affiliation and for the firms involved. This program will provide you with a practical guide to ethical issues when lawyers change law firm affiliation.

    Topics

    • Ethical issues when lawyers change law firm affiliation
    • Propriety and timing of communications with the departing lawyer’s clients – by the lawyer or the firm?
    • Ownership and transfer of client files among law firms
    • Ongoing litigation or transactional matters – is withdrawal permissible?
    • Diligence for the new firm– conflicts, confidentiality, and screening
    • Issues when a solo practitioner joins a multi-lawyer firm

     

    Formats Available: Live Teleseminar
    Original Seminar Date: November 18, 2022

    Approved Credit:
  • ISB: 1 hour Including Ethics, 1 hour Total MCLE Credits

  • MORE INFOMORE INFO LIVE EVENT: Ethics and Changing Law Firm Affiliation (Live Audio Streaming)