Attorney Ethics - The Latest Rules, Trends, and Best Practices

Agenda / Content Covered

1. Attorney-Client Relationships - What's New
   2:00 — 2:45, Steven Sorenson
   1. Duty of Communication - Current Developments (Including Formal Opinion 500)
   2. Confidentiality and Privilege
   3. Conflicts of Interest: New Ethics Opinions and Emerging Issues
   4. Attorney Fees and Client Trust Accounts
   5. Other Essential Updates You Can't Afford to Miss
   6. Hypotheticals: Common Issues at the Beginning and End of Attorney-Client Relationships
2. Duties of Supervisory and Subordinate Lawyers: What You Need to Know Now
   2:45 — 3:30, Steven Sorenson
   1. Responsibilities of Supervisory Attorneys and Subordinate Attorneys
   2. Restrictions on Rights to Practice
   3. Practicing in Multiple Jurisdictions: Current Issues
   4. Preventing UPL
3. Social Media, Technology, and Legal Ethics: New Rules and Challenges
   3:45 — 4:30, Dean Dietrich
   1. Technology Competence
   2. Soliciting Clients and Advertising Legal Services: New Ethical Landmines
   3. Responding to Client Reviews: Recent Developments (Formal Opinion 496)
   4. Social Media and Electronic Communications: Reviewing the Latest Guidelines
   5. Remote Lawyering: Best Practices and Current Developments
      1. Formal Opinion 495
      2. Formal Opinion 498
4. Attorney as an Advocate: Current Ethical Issues in Litigation
   4:30 — 5:15, Dean Dietrich
   1. Ensuring Access to Justice
   2. Expedient Litigation Processes
   3. Lawyer Serving as Third-Party Neutral
   4. Witness Ethics: Today's Top Landmines
   5. Candor and Fairness
   6. Communicating With Jurors, Opposing Counsel, etc.

Accreditation Details:

Dean R. Dietrich , a shareholder with Weld Riley, S.C., has practiced in the areas of municipal law, labor relations, and employment law, representing public and private sector clients in all aspects of municipal law and employment law including labor relations. Mr. Dietrich also represents clients in the area of lawyer ethics and professional responsibility, and has represented many attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and has consulted with numerous law firms and lawyers regarding compliance with the Rules of Professional Conduct. He has served as chair of the State Bar Committee on Professional Ethics in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to Supreme Court Rules Chapter 20, the Rules of Professional Conduct for Attorneys. In addition, Mr. Dietrich is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. He is also a member of the Labor and Employment Law and Local Government sections of the State Bar of Wisconsin. He is a member of the State Bar of Wisconsin and past president of the Senior Lawyers Division. Mr. Dietrich is a graduate of Marquette University Law School.

 

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 J.D. degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.