Gain an understanding of ethical standards, challenges, and obligations commonly encountered while engaged in transactional work.
The rules of professional conduct have their own unique application in the transactional context, and all attorneys, including estate planners and litigators, engage in some form of transactional work. For example, drafting a settlement agreement by a litigator is in the nature of transactional work. In a transactional setting, there can be a conflict between the obligations the attorney has to the client and the attorney's duties of honesty and truthfulness. Additionally, professional conflicts can arise in unsuspecting ways in a transactional setting.
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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
Conflicts of Interest
- Conflicts Between Current Clients
- Conflicts With Former Clients
- Conflicts Between the Attorney and Client
- Conflicts With Prospective Clients
- Imputation of Conflicts
Obligations of Confidentiality
- Ethical Rule of Confidentiality
- Attorney - Client Privilege
Client Communications
Obligations of Honesty and Truthfulness
- Obligations of Truthfulness
- Conflicts of Duty of Truthfulness With Confidentiality
- Noisy Withdrawal
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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 August 23, 2024.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.0 including Ethics 1
- Alaska attorneys may receive 1.0 hours of continuing legal education, including 1.00 hours of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.1 including Ethics 1.1
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours' credit, including 1.1 hours of ethics credit.
- AR CLE 1.0 including Ethics 1
- This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board, including 1.00 hour of ethics credit.
- Arizona CLE 1.0 including Ethics 1
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 1.00 hour of professional responsibility.
- CA MCLE 1.0 including Ethics 1
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit, of which includes 1.00 hour of ethics credit.
- CT CLE 1.0 including Ethics 1
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s) including 1.00 hour(s) of ethics credit.
- FL CLE 1.5 including Business Litigation 1.5; Ethics 1.5
- This course has been approved by The Florida Bar for 1.5 hours of CLE credit, including 1.50 hour of ethics credit.
This course has been approved by The Florida Bar Certification Plan in the areas of Business Litigation for 1.50 hours. Course classification: Intermediate level.
- GA CLE 1.0 including Ethics 1
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours, including 1.0 ethics hour.
- HI CLE 1.0 including Ethics 1
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours including 1.00 ethics hour.
- IA CLE 1.0 including Ethics 1
- Legal Ethics for Transactional Attorneys is accredited under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide up to a maximum of 1.0 hour(s) including 1.00 ethics hour(s) of unmoderated credit towards the mandatory continuing legal education requirements under the Iowa rule.
- IL CLE 1.0 including Legal Ethics 1
- This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board.
Of that total, credit was approved as Professional Responsibility credit by the Illinois Commission on Professionalism.
- IN CLE 1.1 including Ethics 1.1
- This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hours of Distance Education CLE credit which includes 1.1 hour(s) of ethics.
- MN CLE 1.0 including Ethics 1
- This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
- ND CLE 1.0 including Ethics 1
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
- NH MCLE 1.0 including Ethics 1
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for 65 minutes of ethics credit.
- NJ CLE 1.3 including Ethics 1.3
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit. Of these, 1.3 qualify as hours of credit for ethics/professional responsibility.
- NM CLE 1.0 including Ethics 1
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit, including 1.0 hour of ethics credit.
- NV CLE 1.0 including Ethics 1
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
- NY CLE 1.0 including Ethics and Professionalism 1
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for credit for established attorneys only. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OH CLE 1.0 including Professional Conduct 1
- This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours, including Ethics for hours. Please note: Not more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2. To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
- OK CLE 1.0 including Ethics 1
- This course has been approved by the Mandatory Continuing Legal Education Commission of Oklahoma for a maximum of 1.0 hours credit, of which 1.00 hour is credit covering legal ethics.
- OR CLE 1.0 including Ethics 1
- Approved for 1.0 CLE credits in Oregon, including 1.00 hour of ethics credit.
- PA CLE 1.0 including Ethics 1
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour including 1.00 hour of ethics, professionalism or substance abuse CLE credit.
- RI CLE 1.0 including Ethics 1
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
- TN CLE 1.08 including Dual 1.08
- This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.08 hours of credit, including 1.08 hour of dual credit.
- TX MCLE 1.0 including Ethics 1
- This program has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 1.00 credit hours will apply to legal ethics/professional responsibility credit. Lorman Education Services is an accredited sponsor, approved by the State Bar of Texas, Committee on MCLE.
This program has been approved by the Texas State Bar College for 1.0 hours of CLE credit, of which 1.00 hours will apply to legal ethics/professional responsibility credit.
- UT CLE 1.0 including Ethics 1
- This program has been approved by the Utah State Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
- VT CLE 1.0 including Ethics 1
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit including 1.00 hour(s) of ethics credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.0 including Ethics 1
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of A/V credit, including 1.00 hours of ethics credit and .
- WV MCLE 1.3 including Ethics 1.3
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours, including 1.3 hour of ethics credit.
- NALA 1.0 including Ethics 1
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.0 hour(s) including 1.00 hour(s) 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.
MP3 Download
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
![John A. Snow](https://image.lorman.com/speaker/tr:w-144,h-216/2648378.jpg)
John A. Snow
Parsons Behle & Latimer
- Attorney with Parsons Behle & Latimer, Salt Lake City, Utah
- Practice consists of general civil litigation, including commercial, professional malpractice, construction, and insurance coverage and defense
- Designated in The Best Lawyers in America as Lawyer of the Year in litigation, real estate, and construction law; and designated in the areas of practice of legal malpractice defense, commercial litigation, and construction
- Designated in Utah Business magazine’s Utah Legal Elite in the areas of business and civil litigation and construction law and as a Super Lawyer in the Mountain States in Super Lawyer Magazine
- Former Chair of the Ethics Advisory Opinion Committee of the Utah State Bar
- Can be contacted at [email protected] or 801-536-6772
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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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All of your training, right here at Lorman.
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