Ethics of Identifying Your Client: It's Not Always Easy

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

November 25, 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 October 24, 2023 you will not be able to receive credit for attending this replay.  This replay will count as live CLE credit.

The first step in every ethics analysis is answering the question, who is your client?  It’s seemingly a very easy question to answer, but it’s not always 20/20 except in hindsight.  Representing multiple parties on the same matter, whether in litigation or on a transaction, may mean you have many clients, some or all with conflicts.   If you’re a private practitioner and you represent an organization, your client may be the entity, its officers from whom you are taking directions, or possibly both. If you’re an in-house attorney, the analysis – and its implications for the attorney-client privilege – becomes even more complex.  This program will provide you with a real world guide to ethics of identifying your client in a variety of settings avoiding conflicts of interest with the client. 

• Ethics and identifying your client and avoiding conflicts in transactions and litigation
• Representing businesses entities, nonprofit associations, and the government – client v. person giving directions
• Identifying clients in trust and estate planning – the testator or the person paying your fees?
• Special ethical challenges and ethical risks for in-house counsel and attorney-client privilege issues
• How to untangle clients and conflicts in joint representations – managing conflicts and information flows
• Best practices in documenting client representation to avoid later challenge