Increase your understanding of the rules of confidentiality to protect your clients and your team.
Many clients struggle to understand the importance of confidentiality and how being completely honest assists their legal team when it comes to representation. Also, legal professionals can often confuse the ethical mandate of maintaining confidentiality with the evidence rule concerning attorney-client privilege. This presentation will review both of these historic ethical mandates--explaining how these concepts differ and why the concepts are so important in the delivery of legal services.
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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
Confidentiality
- Definition
- The Purpose of the Rule
- It Is an Ethics Rule
Attorney-Client Privilege
- Definition
- The Purpose of the Rule, Only Applies to Communications
- It Is an Evidence Rule
What Happens If the Rule of Confidentiality and/or Attorney-Client Privilege Are Violated
- Harm to Client
- Consequences to Attorney
- Consequences to Paralegal
Best Practices to Use for Compliance
- Tips and Pointers
- Things to Avoid
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Credit
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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 June 15, 2023.
Call 1-866-352-9540 for further credit information.
- NALA 1.05 including Ethics 1.05
- 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: 1.05 hour(s) including 1.05 hour(s) of ethics credit.
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
Lisa Morris Robinson
Rosen Law Firm
- Attorney at Rosen Law Firm, a North Carolina law firm dedicated to making family law and divorce different
- Past practice has included wills, estate planning, personal injury, and Social Security disability
- Presenter at numerous seminars and workshops on family law, legal writing, paralegal education, and other topics
- Professor at Duke University, University of Memphis, Meredith College, and Central Carolina Community College
- Member of NC State Bar, Wake County Bar, and former NC State Bar Paralegal Certification Board
- Volunteer with Legal Aid of NC, Legal Aid of Memphis, and HAVEN, domestic violence shelter
- Trained mediator
- J.D. degree, Campbell University; B.A. degree in political science, UNC-CH
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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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