Understand how to handle client requests and where to draw the line.
Client management is one of the most difficult aspects of lawyering. But beyond the obvious business issues that come up in dealing with your clients (whether you are outside counsel or in-house), client management issues also raise significant ethical concerns that must be considered and addressed. Common ethical issues include how to properly define the scope of your representation, how to deal with disagreements regarding legal strategy, how to communicate with your clients when you have a disagreement with a client regarding the case, and when (and how) to ethically withdraw from a representation. This topic will discuss the applicable Model Rules of Professional Conduct and provide the best practices for how to deal with the often difficult world of navigating client requests.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Model Rules 1.2/1.4 - Who Gets to Decide What?
- Rule 1.2(a) - the Client Calls the Shots on the Objective of the Representation
- Strategy vs. Tactics
- Rule 1.4(b) - Duty to Reasonably Consult About the Means Used to Achieve Client Objective
- What Actions Are Impliedly Authorized?
- What Are the Ethical Limits of Limited Scope Representations?
- How to Deal With Requests by a Client to Exceed the Scope of a Representation?
- Importance of Clear Scope in Retainer Agreements
- Obligations to Communicate With Client Under Rule 1.4
- Best Practices on the Timing of Withdrawal
- Obligations When Withdrawing Under Rules 1.15, 1.16, and Rule 1.6
Rule 1.2(c) - That's Not My Job: Limited Scope Representations
Rule 1.16 - How to Ethically Withdraw If a Client Disagreement Arises
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 7, 2021.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.5 including Ethics 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit, of which includes 1.50 hours of ethics credit.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mark R. Bradford
Bassford Remele
- Shareholder with Bassford Remele and chair of the Appellate Practice group
- Appellate lawyer with additional focuses in commercial, insurance coverage, and professional liability litigation
- Regularly advocates for Fortune 500 clients, law firm clients, and many others in the appeals stemming from diverse areas of law
- Received the highest rating with Martindale-Hubbell Law Directory
- J.D. degree, summa cum laude, DePaul University College of Law; B.A. degree, cum laude, Beloit College
- Can be contacted at 612-376-1667 or [email protected]
Aram V. Desteian
Bassford Remele
- Shareholder and General Counsel of Bassford Remele
- Focuses his practice on commercial litigation and professional liability
- Has represented hundreds of attorneys in legal ethics investigations and regularly helps other lawyers prevent and navigate lawsuits
- Frequent speaker and author of publications for Attorney at Law Magazine, Bench & Bar of Minnesota, and Upsize Magazine
- Member of the Minnesota State Bar Association, Hennepin County Bar Association, Association of Professional Responsibility Lawyers, Minnesota Defense Lawyers Association, and vice chair of Lawyers Professional Liability Claims for the Professional Liability Defense Federation
- J.D. degree, William Mitchell College of Law
- Can be contacted at [email protected] or 612-746-1088
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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