Agenda / Content Covered

2:00 PM to 5:15 PM Eastern Standard Time

2:00 - 3:30 PM, Farnoosh Faryabi

1. IDENTIFYING AND PREVENTING PROSPECTIVE CLIENT CONFLICTS
   1. Determining Who/What Your Prospective Client is
   2. When Does the Attorney-Client Relationship Begin?
   3. Preventing "Accidental" Clients
   4. Limitations Created by Prospective Clients
   5. Safe Harbors/Remedies
   6. When to Decline Representation
2. IDENTIFYING AND RESOLVING CONFLICTS: CURRENT AND FORMER CLIENTS, MULTIPLE REPRESENTATION
   1. Spouses, Children, Other Family Members
   2. Member vs. Business
   3. Grantor, Beneficiary, Estate, Trust, Fiduciary
   4. Tripartite Relationship
   5. Former Client Conflicts (Rule 1.9)
   6. Current Client in Unrelated Matters
   7. Tips for Quick and Thorough Conflict Checks
   8. What Government Attorneys Need to Know and Do
3. SPOTTING AND PREVENTING OTHER CONFLICTS OF INTEREST
   1. Third Party Conflicts
   2. Referral Conflicts
   3. Conflict of Client with Attorney's Relative
   4. Impermissible Transactions
   5. Imputed Conflicts
   6. Intrafirm Conflicts and Ethical Walls

3:45 - 5:15 PM, Steven R. Sorenson

4. DETERMINING WHETHER THE CASES ARE "SUBSTANTIALLY RELATED": WHAT TO LOOK FOR
5. INFORMED CONSENT AND WAIVERS: HOW TO OBTAIN THEM, HOW THEY PLAY OUT IN COURT
   1. When is Disclosure Needed?
   2. When to Obtain Consent and How to Document it
   3. Drafting Conflict Documents
   4. Enforceability of Consent and Waivers: What Courts Consider in Disqualification
6. ENDING THE ATTORNEY-CLIENT RELATIONSHIP
   1. Communicating Your Withdrawal to Clients
   2. Ethical Referrals
   3. Can You Get Paid for the Work You've Done on the Case Before Conflict Arose?

Accreditation Details:

FARNOOSH FARYABI is an attorney with MDK Law practicing in the areas of health care, civil litigation, business disputes and litigation, and education law. Ms. Faryabi earned her B.S. degree from the University of Washington and her J.D. degree from Thomas Jefferson School of Law.

STEVEN R. SORENSON is a shareholder with the law firm of von Briesen & Roper, s.c. He is a member of the American Bar Association Law Foundation, chairs the District Three Wisconsin Office of Lawyer Regulation Committee, and serves on the Ethics Committee of the American Bar Association‘s Legal Education Committee. Mr. Sorenson formerly served as secretary and president of the State Bar of Wisconsin. He is a former member of the House of Delegates of the American Bar Association, former president of both the National Conference of Bar Presidents and the Wisconsin Law Foundation Fellows, and a current member of the foundation‘s Board of Trustees. Mr. Sorenson presents lectures throughout the state of Wisconsin on various topics, ranging from real estate law to professional ethics. He earned his undergraduate degree from Luther College and his Juris Doctorate degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.