It’s no secret that COVID has exacerbated impairment due to alcoholism, addiction and mental health disorders among members of the legal profession. The stories and statistics are compelling and many state bars are discovering that the stress of the profession leads to depression, self-medication and ethical violations.
Brain Quinn knows these struggles all too well because he lived them. The anxiety, stress and perfectionism of the profession led him to abuse drugs and alcohol — and ended in a one year stint in prison. Brian shares his story and firsthand insights from his work at Lawyer’s Concerned for Lawyers by mainly discussing: the ethical Duty of Diligence & Competence, the link between ethical legal practice & mental health, the early warning signs of alcoholism and depression, how Lawyer Assistance Programs (LAPs) help attorneys, barriers to help, action steps to combat stress and cultivate well-being and why lawyers face stiff barriers to everyday ethical practice. Additional topics discussed: Model Rule 1.1, Model Rule 1.3, the 2016 ABA Commission & Hazelden Betty Ford (Krill) Report, worry, burnout, WOOP it up, priorities, stress busters, disconnecting, gratitude, stigma, high expectations & accountability and lack of work-life balance.
Prior to working for Lawyers Concerned for Lawyers, he was a sole practitioner for nearly 40 years and has also worked in the field of Alcohol and Drug Counseling at Mirmont Treatment Center and Malvern Institute in suburban Philadelphia.
Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professional Conduct, Professionalism
Offered In: Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Idaho (ID) | Illinois (IL) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Montana (MT) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Vermont (VT) | Virginia (VA) | Washington (WA)
Course Expiration: 07/19/2026
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 07/19/2021
Run Time: 1:00:04
An estate plan is a set of written, dated and signed documents based on the Probate Code of your state. Every one of us should have an estate plan and establishing a trust is an essential part of planning for your clients.
In this CLE, Marguerite Lorenz will cover some key ethical issues around selecting a trustee, the duties of a Fiduciary and what completion of the trust looks like. Specific topics covered: wills, Power of Attorney for Finance, advance directives (AHCD), the trustor, planning for incapacity & death, the job of the fiduciary, administration, the business of your life, setting up successors for success, digital assets & accounts, model succession plan, who can serve as your fiduciary and how the trustee knows the work is done. Think of this presentation two ways — what you need to know for you and your own family in terms of estate planning (even if you already have an estate plan), and what you need to know to teach your clients how to select the right person(s) for the job of implementing their unique Estate Plan.
Since 2003, Ms. Lorenz has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters.
Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professional Conduct, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 12/08/2027
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 12/08/2022
Run Time: 1:00:00
Referral fees are unethical. My state prohibits referral fees. Such fees must be based on ‘work performed’ and are only proper for contingency matters. Misconceptions abound.
The reality is that numerous state bars have noted that fee sharing is not only ethical — but it actually leads to better outcomes for clients. Come get cozy with Curt Brown and the rules of professional conduct as he surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, “reasonable fees,” ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services.
Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture’s General Counsel. In 2023, he was named a Rising Star by Super Lawyers.
Specialty Areas: Legal Ethics
Practice Areas: Ethics, Professional Conduct, Professionalism
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | Wyoming (WY)
Course Expiration: 05/31/2028
Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 05/31/2023
Run Time: 1:00:00