Category Archives: Malpractice

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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Sexual Harassment Awareness and Prevention for Lawyers

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There are various reasons to prevent sexual harassment in the legal workplace. It’s not just the right thing to do – sexual harassment is unethical and illegal. With a little knowledge you can avoid costly and damaging lawsuits and financial cost to your firm and yourself. Further, promoting a healthy legal workplace that is free of discrimination maintains good workplace morale and enhances your law firm’s reputation.

Being aware and preventing sexual harassment in the legal workplace can help you to avoid discipline and to keep your job.

To learn more about creating a legal and healthy work environment please join attorney Alisa Shorago as she provides a practical and lively discussion on sexual harassment awareness and prevention for attorneys. Mrs. Shorago will discuss reasons to prevent sexual harassment, define sexual harassment under the law, identify examples of sexual harassment, discuss some of the ethical rules regarding sexual conduct/relationships, discuss ways of preventing harassment in the legal workplace including anti-harassment policies and help to determine the boundaries of appropriate behavior. To access the course click here: Sexual Harassment Awareness and Prevention for Lawyers.

Further topics addressed in this CLE course include:

  • State & federal harassment laws
  • The definition of workplace harassment
  • Theories of harassment
  • Attorneys behaving badly
  • Organizational liability
  • Prompt & effective action
  • Remedies, specific rules for attorneys
  • Sexual relations with clients
  • Governing behavior in the legal system
  • How to prevent & deal with harassment
  • Key aspects of an anti-harassment policy
  • “Staying in the Green”
  • Appropriate workplace behavior and further guidelines

Alisa Shorago is an accomplished trainer, providing seminars in legal writing, business writing, workplace professionalism and sexual harassment prevention. She has also practiced law for over 15 years with a focus on litigation and has clerked for state appellate and federal trial courts. In addition, she is a legal writing columnist for the San Diego County Bar Association, as well as a past board member of California Women Lawyers, Lawyers Club of San Diego and the San Diego chapter of the American Society for Training and Development.

This CLE course on the legal and tax implications of cause marketing is currently accredited in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA) — Elimination of Bias credit
  • 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.  This course on Sexual Discrimination qualifies for Elimination of Bias credit in California.  For more information about CLE in California please click the following link: CA CLE.

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Reducing the Risk and Cost of Cross-border and Multi-lingual eDiscovery Cases

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Recent court decisions imposing sanctions and holding both in-house and outside counsel responsible for poor electronic discovery practices make it clear that all attorneys need to understand the basics of electronic discovery – or at least know when and how to engage colleagues, litigation support teams and service providers who are experts in the field.  Complicating this challenge is the fact that many businesses have an international presence and have offices and employees scattered across the globe.  With the increasing global reach of both business and economic activity, the incidence of cross-border and multi-language litigation is rapidly increasing.  And countries in Europe, Asia and elsewhere around the world have much more strict data privacy laws than the United States that affect how electronic information can be discovered.

Agenda for Course

  • Cross-Border Legal Considerations
  • International Collection Strategies
  • Using technology to lower cost & risk of foreign language review

This CLE course presented by Jeff Jacobs, Associate General Counsel for DTI, will address how to resolve some of the principle discovery challenges involved in cross-border and multi-language litigation.  The main topics discussed by Mr. Jacobs include dealing with non-U.S data privacy laws & regulations, cross-border legal considerations, international collection strategies, using technology to lower the cost & risk of foreign language review and resolving cultural & foreign language issues that may arise in the course of conducting cross-border discovery.  To access the course please click here: Reducing the Risk and Cost of Cross-border and Multi-lingual eDiscovery Cases.

Mr. Jacobs also addresses:

  • Discovery versus privacy around the world
  • Global approaches to personal privacy
  • EU data privacy developments
  • The Sedona framework
  • Jurisdiction
  • Blocking statutes
  • International data privacy laws
  • EU members state penalties
  • Hague evidence collection
  • Resolving international disputes
  • Collecting international information
  • Language identification
  • Special handling for Asian, European and Arabic languages
  • Review strategies
  • The form of production

Jeff Jacobs is the General Counsel and Senior Consultant for Document Technologies, Inc. (DTI).  For the past five years he has advised clients on litigation readiness, email & records retention and the planning & execution of electronic discovery matters.  Prior to joining DTI, Jeff spent seven years as an Associate Litigation Counsel at MCI/WorldCom, where he managed the electronic discovery associated with the government investigations of the WorldCom accounting fraud, related securities class actions and other litigation and the acquisition of MCI by Verizon.  He also served as counsel to the company’s Records and Information Management group and managed the subpoena compliance unit.  Before MCI, he was a Special Counsel in the litigation group of Sullivan & Cromwell’s Washington, DC office.  Jeff is a graduate of Williams College and the University of Chicago Law School and was in the first class of candidates to qualify as a certified electronic discovery specialist by the Association of Electronic Discovery Specialists (ACEDS).

This CLE course on reducing the risk and cost of cross-border and multi-lingual eDiscovery cases 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 California and around the country.  For more information about CLE in California please click the following link: CA CLE.

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Reducing E-Discovery Costs and Risks Through Litigation Readiness

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The Federal Rules of Civil Procedure (FRCP) require that companies must be prepared to discuss the location and accessibility of potentially relevant electronically stored information (ESI) shortly after the litigation begins.  The federal (and many state) discovery rules and recent case law require the quick and effective imposition of a litigation hold on critical ESI before the lawsuit even begins.[1]  This presents numerous challenges for large companies that are generating voluminous amounts of electronic documents and emails.  Litigation has also become increasingly expensive and is only increasing in the areas of intellectual property, products liability, employment, securities and mergers & acquisitions.

  • How can you mitigate and reduce eDiscovery risks?
  • What is the best way to manage and reduce eDiscovery costs?
  • How do you leverage existing and implement new technologies to achieve discovery objectives?

In this CLE course DTI Associate General Counsel Jeff Jacobs will answer the questions above and provides points on how to reduce discovery costs and risks through litigation readiness.  The main topics addressed by Mr. Jacobs include case law & rule evolution, proactively addressing the eDiscovery challenge, records retention & policy review, eDiscovery process development, litigation holds and risk & cost mitigation.  To access the course please click here: Reducing E-Discovery Costs and Risks Through Litigation Readiness.

Additional topics addressed include:

  • Why eDiscovery matters
  • Discovery sanctions
  • Judicial intolerance for poor eDiscovery
  • Critical sanction cases
  • The EDRM (Electronic Discovery Reference Model)
  • Finding the relevant information
  • ESI assessment
  • Saving costs through effective retention & disposition
  • What judges want related to eDiscovery
  • The development of an effective litigation discovery response plan
  • The creation of a targeted data map

Jeff Jacobs is the General Counsel and Senior Consultant for DTI. For the past five years he has advised clients on litigation readiness, email & records retention and the planning & execution of electronic discovery matters.  Prior to joining DTI, Jeff spent seven years as an Associate Litigation Counsel at MCI/WorldCom, where he managed the electronic discovery associated with the government investigations of the WorldCom accounting fraud, related securities class actions and other litigation and the acquisition of MCI by Verizon.  He also served as counsel to the company’s Records and Information Management group and managed the subpoena compliance unit.  Before MCI, he was a Special Counsel in the litigation group of Sullivan & Cromwell’s Washington, DC office.  Jeff is a graduate of Williams College and the University of Chicago Law School and was in the first class of candidates to qualify as a certified electronic discovery specialist by the Association of Electronic Discovery Specialists (ACEDS).

This CLE course on reducing eDiscovery costs and risks through litigation readiness 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 New York and around the country.  For more information about CLE in New York please click the following link: NY CLE.

[1] Litigation holds must be imposed once a triggering event occurs and litigation is reasonably foreseeable.

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The Neuroscience of Addiction: Attorney as Patient

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Historically, addiction has been attributed to a lack of self-control or will power.  However, science has proven that this is not the case.  Many individuals, with the self-control and will power to complete law school, run a successful company or become a professional athlete succumb to the ills of addiction.  And lawyers are no strangers to addiction – substance abuse and addiction rates inside the legal profession are twice as high as the general population.  The legal profession is full of conflict and is very stressful and lawyers learn to develop a tough exterior and repress weakness to deal with this conflict and stress.

“Giving up smoking is easy. I’ve done it hundreds of times.”

In this highly informative course on the neuroscience of substance abuse and addiction Dr. Lavid defines addiction, discusses the link between genetics, addiction & the brain, and addresses treatment options with a focus on the attorney.  To access the course please click here: The Neuroscience of Addiction: Attorney as Patient.  The course qualifies for substance abuse or legal ethics credit in many states.

Dr. Lavid also touches on a number of additional topics including:

  • The DSM-5 definition of addiction
  • The clinical course of addiction
  • Genetic vulnerability
  • The inherent addiction of substance abuse
  • Alcohol
  • Cocaine
  • Heroin
  • Brain function in addiction
  • The nucleas accumbens
  • Medical treatment
  • Medicines that target addiction including bupropion & naltrexone
  • Why attorneys are especially at risk
  • Lawyers & stress
  • Medical evaluation
  • Intervention
  • Treatment
  • The Lawyer Assistance Program (LAP)
  • The Other Bar
  • The Alternative Discipline Program (ADP)
  • Statistics on the LAP

Dr. Nathan E. Lavid practices clinical and forensic psychiatry in Long Beach, California, where he operates his own private practice.  Dr. Lavid’s practice is dedicated to providing care for patients and forensic clients that incorporate the latest findings from neuroscience research.  Dr. Lavid is also accepted as an expert by numerous state and federal courts around the country. He engages a variety of civil, criminal, family and probate law matters including addiction, child and adolescent/custody, competency to stand trial and for decision-making, civil commitment, diminished intent, fitness for duty, harassment, immigration, insanity, placement, psychiatric and psychological autopsy, psychiatric disability/damages, psychiatric evaluation for treatment, psychopharmacology, and restoration of competency & sanity.

This CLE course on the neuroscience of addiction 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 New Jersey and around the country.  For more information about CLE in New Jersey please click the following link: NJ CLE.

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CLE Course: Basics of Conflicts of Interest

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Penalties for conflict of interest violations are severe and range from disqualification to disgorgement of fees.  However, despite the fundamental nature of conflicts and waivers, they still continue to plague many attorneys and continue to be a source of ethical and malpractice liability.  And conflicts of interest have only become a greater concern as increasingly more attorneys are changing firms and the corporate ‘client’ becomes harder to identify.

The ethical issues that are most fundamental to many attorneys in their practices involve conflicts of interest.

If you need to brush up on the fundamentals of conflicts of interest then join attorney Robert Kehr as he provides an overview of the main concepts of avoiding actual and potential conflicts in your practice.  The main areas addressed include the source of ethical conflict rules, ethical resources, the purpose of the Rules of Professional Conduct, the definition of a conflict of interest, the duties that a lawyer owes to the client, the basic conflicts rule, specific conflicts and giving the client informed consent of the conflict.  To access the course click here: Conflicts of Interest: The Basics.

Further issues addressed include:

  • The ABA Model Rules
  • Ethics opinions
  • Disqualification
  • Disciplinary proceedings
  • Fiduciary duties
  • Standards of civil conduct
  • Potential conflicts
  • Actual conflicts
  • The four major duties that a lawyer owes to a client
  • Model Rule 1.7(a)(1)
  • Examples of conflicts
  • Common examples of direct adversity
  • Model Rule 1.7(a)(2) & material limitation
  • The comments to the conflict rules
  • Competence
  • Full & unbiased disclosure
  • Confidentiality
  • Undivided loyalty to the client
  • Full disclosure to the client
  • Joint representation of clients
  • The importance of conflict letters
  • Revoking consent

Robert L. Kehr is a principal with Kehr, Schiff & Crane, LLP, in Los Angeles, where his practice includes business and real estate transactions and expert testimony on legal ethics.  He is a former chair and continuing member of the Los Angeles County Bar Association Committee on Professional Responsibility and Ethics and the current chair of the State Bar of California Committee on Professional Responsibility and Conduct.

This CLE course on conflicts of interest 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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How to Avoid Legal Malpractice Claims

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Over the last few decades, the incidence of legal malpractice claims has greatly increased as more clients have begun to sue their attorneys for substandard work.  There are many reasons to explain the increased number of legal malpractice claims, and the recent downturn in the economy has only generated more malpractice claims.  In order to avoid these lawsuits, attorneys must be extremely cognizant of their ethical duties to their clients and also the major sources of client discontent that lead to the greatest amount of legal malpractice claims.

“Pay attention to the details because they separate mediocrity from excellence” – Mark Wilson

To learn how you can provide excellent service to your clients and avoid legal malpractice claims, please join attorney Mark Wilson for a look at the areas that lead to malpractice liability.  Establishing a good rapport with the client, paying attention to your ethical duties and providing excellent legal service to your client can help you to avoid major pitfalls and malpractice lawsuits.  The main issues discussed include recent malpractice trends, how best to proceed if you decide to accept the case, the importance of using fee agreements, early preparation, giving the client guidance, intelligent time keeping, learning your craft and client trust accounts.  To access the course, please click here: How to Avoid Legal Malpractice Claims.

Further topics addressed in this CLE course include:

  • The reputation of attorneys
  • Malpractice statistics
  • The downturn in the economy & the increased incidence of malpractice claims
  • Deciding whether to accept the assignment
  • Avoiding difficult clients
  • Appearance & reality
  • Documenting the attorney-client relationship
  • Avoiding conflicts of interest
  • Conflict waiver letters
  • The retainer agreement
  • Corresponding frequently with clients
  • Jury instructions
  • Why information is not enough
  • Block billing
  • “No charge”
  • Proper staffing
  • Timekeepers
  • Competence
  • Workload
  • Client trust accounts
  • Attention to detail

A seasoned trial attorney and skilled negotiator, Mark B. Wilson has won nearly every case he has tried or arbitrated and has lost only one jury trial in which the appellate court reversed the judgment in his client’s favor.  He tries cases in both federal and state courts in a variety of practice areas, including copyright infringement, construction defects, covenants not to compete, breach of contract, attorney malpractice, unlawful detainer and personal injury.  He and his partner Gerald Klein have recovered nearly $100 million in plaintiffs’ cases and have won defense verdicts in “bet the company” cases where millions of dollars were on the table.  For eight consecutive years he has been acknowledged as a Southern California Super Lawyer in the areas of business litigation, construction litigation and intellectual property litigation. He is also recognized as one of the top trial attorneys in Orange County by OC Register Metro magazine and Mr. Wilson has also achieved an “AV” rating from Martindale-Hubbell.  A frequent lecturer to bar organizations on modern trial techniques, he has also authored several articles on trial practice.

This CLE course on handling media attention 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: Illinois CLE.

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CLE Course: Client Intake, Damages & Expert Witnesses – Do You Want to Take This PI Case?

Dan GilleonWhen you are contemplating whether to take that next case remember the quote below.  This quote is from a seasoned attorney who has learned his lesson the hard way – not to take every case that walks through the door.  How many times have you started a case and then once you get deeper into it you think to yourself, “why did I take this case in the first place?”  Doing your homework on the plaintiff and fully evaluating numerous aspects of the case can save you a lot of time, money and headache … and maybe even a malpractice lawsuit.  Before you even take the client you must consider everything from the potential client’s appearance and likability to potential damages and expert witnesses that will be needed for the case.

“The best case is the one I did not take.”

Luckily, you don’t have to make those rookie mistakes because Dan Gilleon is here to help you decide if you really want to take that next personal injury case.  Dan graciously shares his years of experience and wisdom in a recently added CLE course entitled – Client Intake, Damages & Expert Witnesses: Do You Want to Take This PI Case?.  In this in-depth course, Dan offers numerous practical points for you to consider before taking your next personal injury case.  This CLE course from Attorney Credits focuses on principle issues to consider at client intake, evaluating damages and the experts you will need for the liability & damages phase of trial.

Further topics discussed in this personal injury CLE course include:

  • Evaluating a potential plaintiff
  • Language skills
  • Appearance
  • Age of the plaintiff
  • Occupation
  • Criminal history
  • Willingness to go to trial
  • Liability
  • Statutes of limitation
  • Recorded statements to the insurance company
  • Timing of the accident
  • Property damage claims
  • Police reports
  • Witnesses
  • Motor vehicle accidents
  • Competing lawsuits
  • Premises liability cases
  • The use of video
  • Underinsured/uninsured motorist claims
  • Treating doctors, insurance coverage
  • Photographs of the vehicle & accident scene
  • Medical treatment
  • Specialists
  • Lost work
  • Bankruptcy
  • Dog bites
  • Dan also discusses the following types of experts:
  • Certified safety experts
  • Human factors experts
  • Biomechanical experts
  • Mechanical engineers
  • Fire/explosion experts
  • Medical doctors
  • The treating doctors
  • Vocational rehabilitationists
  • Life care planners
  • Economic experts

When considering whether to take your next personal injury case its important to remember, “it’s never about the money, until it’s about the money.” Dan Gilleon is a senior partner and founder of the personal injury San Diego law firm of Mitchell & Gilleon.  He is a an experienced Plaintiff’s Civil Trial Attorney who recently acted as co-counsel for Brian Giles, former San Diego Padres player, who was sued by Cheri Olvera for palimony and domestic violence in a highly publicized case.  He has obtained significant verdicts in the areas of hate crimes, wrongful termination, sexual harassment and personal injury.  A recipient of the “Outstanding Trial Lawyer Award” given to him by peer attorneys, his extensive trial experience has led to several significant verdicts.

This CLE course on the evaluating personal injury cases is currently accredited in the following states:

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

This course is available for attorneys in Illinois and around the country.  For more information about continuing legal education (CLE) in Illinois, please click the following link: Illinois CLE.

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