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

Agenda / Content Covered

1. 20 Ethical Do's and Don'ts for Every Attorney - Part 1
   2:00 - 3:30, Steven Fried
   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. 20 Ethical Do's and Don'ts for Every Attorney - Part 2
   3:45 - 5:15, Peter L. Ostermiller
   11. Proceeding Recklessly When Responding to Online Client Reviews
   12. Staying Diligent in Active Client Communications
   13. Lack of Clarity in Fee Agreements
   14. Poor Billing and Invoicing Practices That Lead to Complaints
   15. Trust Fund Mismanagement
   16. Ethically Doing Business With Clients
   17. Effectively Resolving Attorney-Client Disputes Over Case Strategy
   18. Best Practices for Ending the Attorney-Client Relationship
   19. Common Pitfalls in Former Client Record Management
   20. Not Owning Up to Ethical Issues

Accreditation Details:

Steven Fried is a sole practitioner with OlyverClarity Inc. Mr. Fried earned his J.D. degree from University of Tennessee - College of Law.

Peter L. Ostermiller is a sole practitioner concentrating in legal ethics and professional responsibility matters. Mr. Ostermiller represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. He has also represented parties in attorney's fee dispute proceedings; attorneys in legal proceedings in which sanctions have been sought against the attorney; represented parties in attorney disqualification proceedings; and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association, and the Association of Professional Responsibility Lawyers. He served on the Kentucky Bar Association's Ethics 2000 Committee, which proposed changes to the Rules of Professional Conduct to the KBA, and which resulted in the July 2009 revisions to the ethics rules. Mr. Ostermiller graduated with his B.A. and J.D. degrees from the University of Louisville.