Ethics of Attorney Email Use

Agenda / Content Covered

11:00 am to 2:15 pm Eastern Standard Time
Presenter: John M. Gross

1. Applying the Model Rules to the Use of Email
   11:00 - 11:30
   1. Maintaining Technological Competence: Email as an Essential Legal Tool
   2. Communicating by Email with Clients
   3. Email Communication with Prospective Clients
   4. Recent Case Law
2. Ethical Best Practices for Sending and Receiving Emails
   11:30 - 12:30
   1. Tips and Tricks for Safely Handling Attachments
   2. Disclaimers - Are They Necessary or Legally Effective?
   3. Exercising Caution - and Avoiding Inadvertent Disclosures - When Sending Email
   4. What to do When You Receive an Email in Error
   5. How to Handle Fraudulent or Harmful Email Messages
3. Data Security and the Attorney's Duty of Confidentiality
   12:45 - 1:45
   1. Best Practices for Setting and Managing Passwords
   2. Data Encryption Made Simple
   3. Dangers of Communicating with Clients Over Public WiFi Networks
   4. Essential Techniques for Safe and Secure Mobile Device Use
   5. Duty to Inform Clients of a Hack or Potential Data Breach
4. Handling Emails in Litigation
   1:45 - 2:15
   1. Attorney-Client Privilege: What is Covered?
   2. Best Practices When Handling Emails in Discovery
   3. What to do in the Event of an Accidental Disclosure
   4. To Save or Delete? Implementing an Email Retention Policy

Accreditation Details:

JOHN M. GROSS is general counsel for Taylor English Duma LLP, and a member of the firm's litigation and dispute resolution practice group. He focuses his practice on financial and business organization litigation, commercial disputes, internal investigations, and corporate governance matters. Mr. Gross has served as lead counsel before federal and state trial and appellate courts, in administrative proceedings, and before ADR panels. His clients have included Fortune 100 companies, financial institutions, manufacturers, national and small-town community banks, corporate directors and officers, wealthy individuals, and small business owners. Mr. Gross is admitted to practice in Georgia and New York, and is a member of the State Bar of Georgia. He earned his B.A. degree, with highest distinction, from Indiana University and his J.D. degree from Yale Law School.