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20 Ethical Do's and Don'ts for Every Attorney

presented by NBI, Inc.
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20 Ethical Do's and Don'ts for Every Attorney

Workshop Description/Agenda

A Fast-Paced Guide to Avoiding Common Ethical Perils

While most attorneys strive for professionalism throughout their practice, it can be difficult to find clear answers when stepping into one of the many grey areas that exist under the model rules today. This program walks attendees through 20 opaque, slippery, or otherwise perplexing ethical predicaments that can stump any lawyer. From billing practices to puffery, explore a wide array of common issues in a format designed to be engaging and practical for all - register today!

Learn how to avoid unintentional clients and common engagement and fee agreement traps.

Delve into risks presented by migrating attorneys, permissible conflicts, and waivers.

Identify and overcome present-day ethics and technology challenges.

Explore billing and trust fund issues that can land you in hot water.

Get practical strategies for handling disputes over case strategy and withdrawing from representation.


1:00 PM - 2:30 PM Eastern Time, Brian J. Pezzillo

  1. Avoiding Unintentional Attorney-Client Relationships
  2. Sidestepping Common Engagement Agreement Mistakes
  3. Understanding the Risks of Lateral Moves and Imputed Conflicts
  4. Misidentifying Permissible Conflicts of Interest
  5. Failing to Obtain Clear, Informed Client Consent
  6. Crossing State Boundaries When Taking on New Clients
  7. Puffing Outside the Bounds of Model Rule 7.1
  8. Tech Incompetence When Lawyering From Home
  9. Letting Non-Lawyer Staff Go Rogue
  10. Safeguarding Confidentiality in Electronic Communications

2:45 PM - 4:15 PM Eastern Time, Brian J. Pezzillo

  1. Proceeding Recklessly When Responding to Online Client Reviews
  2. Staying Diligent in Active Client Communications
  3. Lack of Clarity in Fee Agreements
  4. Poor Billing and Invoicing Practices That Lead to Complaints
  5. Trust Fund Mismanagement
  6. Ethically Doing Business with Clients
  7. Effectively Resolving Attorney-Client Disputes over Case Strategy
  8. Best Practices for Ending the Attorney-Client Relationship
  9. Common Pitfalls in Former Client Record Management
  10. Not Owning Up to Ethical Issues

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Ethics

Training Course Summary: 20 Ethical Do's and Don'ts for Every Attorney