Category Archives: Ethics & Professionalism

CLE: Ethical Issues for Trustees & Fiduciaries

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A fiduciary is a person who assumes responsibility for a position of trust. Fiduciaries serve by court appointment as guardians, conservators and personal representatives of estates. They also serve by agreement as trustees, representative payees or as agents under powers of attorney. Many seniors choose to appoint a professional fiduciary in order to avoid burdening family members and to avoid creating conflict with siblings and other relatives.

Who needs a Professional Fiduciary?[1]

Many seniors with family choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. And, of course, many family members would not be a good choice for fiduciary work due to the lack of appropriate skills or the potential for conflict with siblings or other relatives.

To learn more about the role of the professional fiduciary join Marguerite Lorenz as she delivers an excellent presentation on the ethical standards that guide trustees & fiduciaries and the common everyday scenarios where these ethical issues come into play in the estate planning and administration process. The main topics discussed in this CLE course include the people involved in the estate planning process, the fiduciary’s Duty of Loyalty, determining the entire estate, marshalling the assets and interviewing the fiduciary. This course has also been approved for California fiduciaries, both for pre-licensing and for continuing education credit. To access the course please click here: Ethical Issues for Trustees & Fiduciaries.

Additional subjects covered include:

  • The role of the fiduciary/trustee
  • Triggering events
  • Beneficiaries & trustees
  • Licensing
  • Determining who is the client
  • The overall goal
  • Gathering all the key documents
  • Timekeeping
  • Securing the assets
  • Communications
  • Records
  • Distributions
  • The Prudent Investor Act
  • The succession plan

Marguerite is a professional Trustee and Executor and frequent speaker on a variety of Estate Planning topics. As Co-Author of “Ethics for Trustees – A Guide for All Who Serve as Trustee,” she continues to write for various periodicals. Marguerite has always been interested in efficient administration. From her first job as executive secretary for a well established service organization in Los Angeles, to her work in the Internal Audit Department of SunAmerica Financial, to her position in Business Development for a Student Tuition Financing company, Marguerite has continuously streamlined processes, improved the client experience and delivered results. Marguerite was a 2009 Nominee for a Bravo Award from the National Association of Women Business Owners. She served as Co-Chair of the Professional Fiduciary Association of California’s 2012 Annual Conference in Anaheim, California.

This CLE course is currently offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

[1] What is a fiduciary?

http://www.pfac-pro.org/whatis.php

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CLE Course on Limited Scope Legal Counseling

What is the human value of offering affordable legal services through a limited scope counseling-at-law practice?

Limited scope legal counseling services can include bankruptcy assistance, real estate matters, trusts & estates and mediation guidance to name a few areas – while litigation services and more complex cases are referred out.

Increasingly, people in this country cannot find affordable legal services to find redress for their legal problems. Few people actually qualify for legal aid and many consumers simply can no longer find legal services that are within their budget. For the attorney, offering limited scope counseling can be a great way to provide reasonably priced legal services while avoiding the stress and burnout that make so make so many attorneys unhappy with the practice of law.

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In this CLE program, attorney Janet Sobel will show you how a limited scope counseling practice can become a practice of its own. Janet mainly discusses the value of limited scope legal counseling for the attorney & legal consumer, how limited scope counseling works, case examples from her own practice and key considerations before offering limited scope legal counseling services. The course can be accessed by clicking here: Limited Scope Legal Counseling: Transitioning To A New Model.

Further issues presented in this CLE course:

  • The stress & substance abuse of the legal profession
  • The cause of attorney unhappiness
  • Specialists vs. generalists
  • Offering affordable legal services
  • The collaborative law approach
  • Educating your clients
  • Attorney compensation
  • Referral fees
  • Prevailing party fees
  • Sources of clients
  • Malpractice insurance
  • Payment from clients
  • Fee agreements
  • Using email to communicate with clients

Janet E. Sobel has provided limited scope counseling-at-law for over 14 years. She has learned there is a need for affordable limited scope counselors-at-law and that attorneys can create a successful and personally rewarding practice. Ms. Sobel was a litigator in the “law firm” setting until 1999, when she decided she wanted something more fulfilling than an active litigation practice. By working from her home, Ms. Sobel found she could eliminate the high cost of a traditional law firm practice and reduce her rates, thereby providing affordable “counseling-at-law” services to her clients. Thus, Ms. Sobel helps her clients address a wide range of legal issues in an economical way.

This CLE course on limited scope legal counseling is currently offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country. For more information about CLE in California please click the following link: CA MCLE.

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CLE Course on Civility, Professionalism and Ethics

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We all know that we are under a duty to zealously defend our client’s legal rights. But what are the limits of zealous defense? How does your duty to zealously defend your clients square with notions of civility and professionalism? Do you have a duty to be civil?

“A lawyer’s responsibilities as a representative of clients, an officer of the legal system and a public citizen are usually harmonious. Thus, when an opposing party is well represented, a lawyer can be a zealous advocate on behalf of a client and at the same time assume that justice is being done.” – Model Rules of Professional Conduct: Preamble & Scope

In this legal ethics course, attorney Joel Selik explores the place of civility codes and professionalism in the legal system to provide a candid and frank discussion on the interplay and limits of your duty to zealously defend your clients. The main topics presented in the course include the origin of ‘zealous defense,’ civility in the legal profession, the realities of the adversarial system, codes of civility and how to handle uncivil attorneys. To access the course please click here: Civility, Professionalism and Ethics.

Further topics that covered in this CLE course include:

  • The ABA Model Code
  • The Duty of Loyalty
  • Rules of professional conduct
  • Civility & the client’s interest
  • The business & professions code
  • The reality of litigation
  • Asking for & granting extensions
  • The civility toolbox
  • Misleading the court
  • Dealing with an uncivil judge
  • Ethically using other professionals
  • The application of civility codes in the courtroom

Joel G. Selik is a member of both the California and Nevada State Bars. His practice primarily focuses on Litigation and Tax. In Tax, Mr. Selik is proud to assist taxpayers, businesses and individuals with solutions to problems with the IRS. In his litigation practice Mr. Selik is well known for his Medical Malpractice and Nursing Home cases. Mr. Selik is a Member of the California and Nevada Bar, the San Diego County and North County Bar Association as well as the Nevada Trial Lawyers Association and Consumer Attorneys of San Diego. Mr. Selik has given many seminars on Estate Planning, Nursing Home Litigation and other legal topics and was an Adjunct Professor of Law at a local law school.

This CLE course on civility, professionalism and ethics qualifies for legal ethics credit in many states and is currently offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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CLE Course on How To Be a Culturally Sensitive Professional

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Elimination of bias in the legal profession – what does it mean to you? Is it a just another required CLE course you must take to complete your MCLE requirement? Should the ABA and state bars be involved in trying to eliminate bias and discrimination in the practice of law? Are there social and economic advantages to creating a diverse legal workplace? What is culturally responsive lawyering? What are the four main steps you can take to eliminate bias in the legal profession?

What is Culture?

All those things that people have learned to do, believe, value, and enjoy in their history. It is the totality of ideals, beliefs, skills, tools, customs, and the institutions into which each member.

If you would like answers to these and more questions please join Donna Scott for a thoughtful examination of the bias and discrimination that exists in the legal world and what can be done to encourage diversity. The main topics addressed include culture & diversity, bias, discrimination & diversity in the legal profession and action steps you can take to eliminate bias in the legal profession. To access the course please click here: How To Be a Culturally Sensitive Professional: Eliminating Bias in the Legal World.

Further subjects covered in this CLE course include:

  • Culture
  • Diversity
  • The spectrum of diversity
  • Hand up-standup
  • Prohibited discriminatory conduct in a law practice
  • The definition of bias
  • Knowing that you have bias
  • White privilege
  • Education
  • Observation
  • Familiarity
  • Intervention
  • 10 steps to take to encourage diversity in the legal workplace

Donna S. Scott, LMFT, has over twenty years of experience providing individual, couples, family and play therapy in a variety of settings. The focus of Donna’s work is to help people heal their marriages and families by empowering, educating, enlightening and equipping them. Donna is also an Adjunct Professor at Southern California Seminary in the Master’s of Arts Counseling Psychology program and at Bethel Seminary in the Marriage and Family program. In addition, she is a popular and inspirational speaker at seminars, workshops and retreats on the subject of strengthening one’s relationships. Donna has been married for over twenty-five year and has been blessed with four children.

This CLE course on becoming a more culturally sensitive professional qualifies for legal ethics credit in many states and elimination of bias credit in California, and is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.

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CLE Course: Understanding the Impact of Culture and Gender to Help Eliminate Bias

While each person is considered equal under the laws in our country, everyone in this world is different. Each person comes from their own unique background and has had different life experiences, and this makes them the individual that they are. As an attorney, its important to realize that certain factors help to determine how people interact with others and approach the world and the legal system.

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In this excellent and informative CLE course, attorney and mediator Monty McIntyre examines how culture and gender affect the way that people process & understand information, communicate & negotiate with each other, evaluate risk, relate to power and formulate decision & agreements. Often times, miscommunication frequently occurs from how we communicate rather than what we communicate.   To access the course please click here: Understanding the Impact of Culture and Gender to Help Eliminate Bias.

Further topics covered by Mr. McIntyre in this CLE course:

  • Types of biases
  • Theories of fairness
  • Monochromic & polychromic processing styles
  • Individualistic vs. collective thinking
  • High vs. low context people
  • High & low uncertainty avoidance
  • High & low power distance cultures
  • Rapport talk vs. report talk
  • Validation
  • Ritual opposition
  • Cross-talking & overlapping speech

Monty A. McIntyre is a mediator, arbitrator & discovery referee. Mr. McIntyre also has extensive trial experience representing both plaintiffs and defendants. He has tried more than 100 cases to conclusion, including 33 civil jury trials. Mr. McIntyre has obtained more than $50 million in settlements and verdicts for plaintiff clients and numerous defense verdicts for defense clients.

“We are all like all others, we are all like some others, and we are all like no other.” – Thomas Kluckhorn

Mr. McIntyre is listed with The Best Lawyers in America, has been a member of the American Board of Trial Advocates (ABOTA) since 1995, has been honored as a Super Lawyer since 2007, was named a Top Attorney by the San Diego Daily Transcript, is a Master in the Enright American Inn of Court, and has received two Outstanding Trial Lawyer Awards. Mr. McIntyre is the 2014 President of the San Diego Chapter of the American Board of Trial Advocates (ABOTA) and served as the President of the San Diego County Bar Association in 2002.

This CLE course on understanding the impact of culture and gender qualifies for legal ethics credit in many states and elimination of bias credit in California and is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country. For more information about CLE in California please click the following link: CA MCLE.

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New CLE Course on Ethics & ESI

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Whether you’re in private, government, or corporate practice, you’re likely to deal with ESI (Electronically Stored Information) for a variety of transactional, litigation and business purposes. And as new technologies are developed and then become integrated into society and the practice of law, an attorney’s obligations under the ethical duty of competence continues to evolve. At a very minimum, attorney competence generally requires a basic understanding of, and facility with, issues relating to eDiscovery and the proper discovery of electronically stored information (ESI). The duty of competence may require a higher level of technical knowledge and ability depending on the e-discovery issues involved in a given matter and the nature of the ESI involved.

Failing to adhere to ethical standards in eDiscovery can lead to fines, reduced verdicts and even suspension from the practice of law.

In our brave new electronic world, digital pitfalls are truly lurking everywhere and this program will assist you in understanding the do’s and don’ts of eDiscovery by covering a number of pertinent ethical rules and recent case law in the area. This CLE program will mainly explore your ethical obligations in these areas: competence, the attorney-client privilege, client confidentiality, knowing where to look for ESI and intentionally withholding ESI. To access the course please click here: Ethics & ESI: Pitfalls and Practical Tips For the Wary Practitioner.

Further issues discussed in this CLE course include:

  • Rules of Professional Conduct
  • The Business & Professions Code
  • The ABA Model Rules
  • The Stored Communications Act
  • The I “heart” Hot Moms case
  • Electronic spoliation
  • Intentionally deleting electronic evidence
  • Removing Facebook photos & other social media evidence
  • Innocent deletion
  • Social media’s indefinite half life
  • Emails & the attorney client privilege
  • The work product doctrine
  • The responsibilities of partners & supervisory lawyer
  • The responsibilities of a subordinate lawyer
  • Responsibilities regarding nonlawyer assistance
  • Withholding electronic documents & emails
  • Qualcomm Inc. v. Broadcom Corp.
  • The penalties for failing to live up to ethical standards when conducing eDiscovery

Eric R. Deitz devotes much of his practice to the defense of attorneys and other professionals sued for malpractice. He also practices complex, estate and appellate litigation. Eric’s published opinions include In re Harris, 590 F.3d 730 (C.A.9, 2009) and Woolverton v. McCracken, 321 Ill.App.3d 440 (2001). Eric has tried multiple cases to verdict, including a statewide class action in California Superior Court. He also lectures on legal ethics, e-discovery, and document retention practices and policy. A member of the invitation-only Legal Ethics Committee of the San Diego County Bar Association, Eric currently serves on the committee’s executive board. Since 2013, Eric has been recognized by the Southern California edition of Super Lawyers® in the area of Professional Liability Defense.

This CLE course on ethics & ESI qualifies for legal ethics credit and is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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New CLE Course on Substance Abuse & Competence

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Suicide is the leading cause of premature death for lawyers. The main reason for the high rate of suicide in the legal profession is the fact that a number of attorneys are affected by alcohol & drug abuse and depression. Did you know that attorneys are nearly twice as likely to have problems with drugs & alcohol when compared with the general population? And the depression rate in the legal profession is the highest amongst all professions, as attorneys are nearly four times more likely to suffer from depression when compared against the general population.

Do you know what the leading cause of premature death is among attorneys?  It’s not heart attacks or car accidents.

If you would like to learn more about substance abuse and its affects on lawyers and the legal profession, please join Richard Carlton for an overview of the link between substance abuse, depression and your competence to practice law. The main topics discussed include why the law is a high risk profession, substance abuse & depression disorders, lawyers & personality traits, how to cope with the legal profession, the power of now and managing client expectations. To access the course please click here: Substance Abuse and Competence.

Further issues presented and discussed in this CLE course:

  • Brain chemistry
  • Dopamine
  • Serotonin
  • Depression
  • Pre-law students
  • The effects of law school
  • Common personality traits of lawyers
  • Pessimism & attorneys
  • Thinking like a lawyer
  • The Lawyer Assistance Program (LAP)
  • Thinking vs. circumstance
  • The stress response
  • Worry
  • Negativity bias
  • The special power of fear and negativity
  • Mindfulness
  • Hardwiring happiness
  • Resources & assistance
  • Your cell phone number
  • Pace of life and time shifting

The Acting Director of the Lawyer Assistance Program (LAP) of the State Bar of California, Richard P. Carlton has been addressing mental health and disability concerns in the legal profession for over twenty-five years. He regularly delivers continuing legal education (CLE) presentations on addressing substance abuse and managing stress to bar associations, specialty bars, State Bar sections and law firms throughout California. Mr. Carlton’s articles have appeared in Judicature, The Judges Journal of the ABA, California Bar Journal and other legal publications. In addition to his work with the LAP program he is a consultant to the U.S. Courts for the Ninth Circuit, the National Conference of Bankruptcy Judges and the Idaho Judicial Branch on matters of judicial stress and wellness.

This substance abuse CLE course qualifies for legal ethics or substance abuse credit and is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.

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New CLE Course on Ethics & Technology

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In a very short period of time technology has revolutionized society and has forever changed the practice of law. The days of burying your head in the sand and hoping that technology all just goes away are over – whether you like it or not, technology is here to stay. ESI, metadata, litigation holds, friending potential witnesses… lawyers now need to understand and be well-versed with technology in order to fully represent their clients, get the best outcome at trial and avoid discipline and malpractice lawsuits.

Failing to grasp these new technologies in your everyday practice can lead to ethical violations, malpractice lawsuits and even disqualification.

In this new CLE course Ed McIntyre provides ethical guidance for fellow trial attorneys by reviewing three different hypothetical case examples based on the following subjects: electronically stored information (ESI) & the litigation hold, the inadvertent disclosure of documents and friending people involved in a lawsuit. To access the course click here: Ethics and Technology for the Trial Lawyer.

Further topics covered by Mr. McIntyre include:

  • Why we should care about ethics & technology
  • The applicable laws & codes
  • The evolution of technology
  • ESI (electronically stored information)
  • The Zubulake series of cases
  • Model Rule 1.1, Model Rule 1.6(c)
  • Rico v. Mitsubishi
  • Attorney client privilege
  • Attorney work product
  • Model Rule 4.4(b)
  • Disqualification
  • Public vs. private Facebook pages
  • Googling the jury

Edward J. McIntyre, Esq. is a litigation partner and general counsel for Solomon Ward Seidenwurm & Smith, LLP where he practices complex business litigation in federal and state courts. He also advises and represents attorneys on issues of professional responsibility, risk mitigation and professional negligence. Mr. McIntyre is an expert on the topic of professional responsibility. He testifies as an expert witness in court, writes a monthly column on professional responsibility in the San Diego Lawyer Magazine and frequently lectures on this topic. He is also a member and chair of the San Diego County Bar Association Legal Ethics Committee and received the 2013 Top Lawyers of San Diego distinction.

This CLE course on ethics & technology is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.

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California CLE: Legal Ethics Credits

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If you practice law in California (and many states around the country) you have a legal ethics requirement as part of your mandatory CLE obligations. For example, attorneys in California must complete 4 credit hours of legal ethics each 3 year compliance period. In other state like Florida and Illinois, attorneys need to complete 5 and 6 credit hours of legal ethics respectively each CLE compliance period.

California MCLE Compliance Requirements

  • Total Units: 25
  • Legal Ethics: 4
  • Elimination of Bias: 1
  • Substance Abuse/Competence Issues: 1

If you need legal ethics credit, we have a number of courses that qualify for that type of specialty credit. Here is a list of courses that qualify for ethics credit in California.

Legal Ethics Courses:

  • Avoiding Ethical Violations and Legal Malpractice Claims: An Expert’s Perspective
  • Conflicts of Interest: The Basics
  • Ethical Advice from a Trial Lawyer
  • Ethics & Legal Technology: E-Filing, Email & Electronic Wills
  • Ethics for Lawyers in the Cloud
  • Ethics in a Web 2.0 World
  • Ethics of Cloud Computing
  • Fee Agreements: Ethics & Reasonableness
  • Honesty is Best Policy: How Far Can You Go in Negotiations
  • Law, Ethics & Technology: E-Discovery & E-Competence
  • Law, Ethics & Technology: E-mail, Metadata & Electronic Storage
  •  Legal Ethics: Civility and Zealous Representation
  •  Personal Injury: An Ethically Hazardous Practice Area
  •  Practical Ethics: Avoiding Trouble with Clients, Courts and the State Bar
  •  Take Five: Edifying and Educational Ethical Examples
  •  Top 10 Ways to Stay Out of Ethical Trouble
  • Working with Experts

California attorneys can complete legal ethics courses for self-study or participatory credit as long as they complete a total of 12.5 hours of participatory credit. For more information about California CLE please click the following link: CA CLE.

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CLE Course: Ethics of Cloud Computing

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Welcome to the digital age! The use of cloud computing technologies offers lawyers and law firms alike distinct advantages in terms of cost savings, flexibility & mobility, ease of use and more efficient client service. However, because cloud computing places data – namely confidential client information – on remote servers outside of the lawyer’s direct control, it has given rise to some serious concerns regarding its acceptability under applicable ethics rules. For these reasons, attorneys must be cognizant of their ethical duties when selecting an appropriate vendor and deploying cloud technologies in their practice.

Your law firm would like to take advantage of new technologies like “The Cloud” … but is it safe? How can you be sure you are fulfilling your ethical duties to your client to protect their confidential information?

If you have questions about utilizing cloud technologies in your practice while still maintaining ethical standards of practice then join intellectual property attorney Robert Cogan as he describes what the Cloud is and how you can use this new technology without running afoul of the ethics rules. By taking this course you will reach a basic level of familiarity with what the Cloud is in the context of law practice, be able to identify the ethical obligations that must be met in use of the Cloud, learn the actions the attorney must take in exercising due care when selecting a vendor, recognize significant security vulnerabilities that are not a function of Cloud use and take steps to address these security vulnerabilities. To access the course please click here: Ethics of Cloud Computing.

Additional topics addressed include:

  • Pertinent terms
  • Rules of professional conduct
  • Services
  • SAS
  • Advantages of using the Cloud
  • State ethics opinions
  • ABA opinions & Model Rules
  • Client confidentiality
  • Competence
  • Questions to consider
  • Knowledge requirements for non-technical attorneys
  • Terms of service
  • Practical care
  • Non-technical considerations
  • Social engineering
  • Phishing
  • Trojan horses
  • General guidance

Robert P. Cogan is a business and intellectual property lawyer with over 35 years of experience in both corporate and private practice as well as experience in operating management. His previous experience includes fourteen years as chief patent counsel of a Fortune 200 Company, where he managed the development and enforcement of worldwide patent and trademark portfolios. He has negotiated multimillion dollar agreements, including software licenses, distributorships and joint research projects. Mr. Cogan also has extensive experience in contracting with government agencies including Department of Defense, NASA, and NIH, as well as state agencies.

This CLE course on elder law is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • New Jersey (NJ)
  • New York (NY)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers continuing legal education (CLE) for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.

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