The Ethics and Malpractice Tools for Conducting Your Law Practice Management Review - 3 CLE / 3 E - March 18
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The Ethics & Malpractice Tools for Conducting
Your Law Practice Management Review
– 3 CLE / 3 E –
Wednesday, March 18
9:00 A.M. – 12:15 P.M.
Overview:
Law firms constantly change and evolve. So to do the ethics and malpractice issues guiding lawyers’ conduct and representations. Only through regular review and updating of a firm’s processes and procedures to align with such changes can lawyers avoid unwanted surprises.
This program will assist in breaking down a daunting review task into bite-sized nuggets. Twelve practice management areas will be addressed and the professional conduct rules and malpractice implications in each.
Areas to be covered include:
• The QUIZ: A potpourri of the hottest topics in legal malpractice and ethics, & what you need to know to protect yourself from novel malpractice risks & ethics complaints.
• Strategic Planning Considerations
• Client Evaluation & Intake
• Conflicts of Interest
• Engagement Letters, Non-Engagement Letters, Closing Letters
• Fee Agreements
• Calendaring Procedures
• Billing Procedures
• File Retention Policy
• Gen A.I. & Cyber Security
• Disaster Recovery Procedures
• Law Firm Marketing
• Investing in Yourself
Indiana Rules of Professional Conduct considered include 1.1. Competence, Rule 1.2. Scope of Representation and Allocation of Authority Between Client and Lawyer, 1.3. Diligence, 1.4. Communication, 1.5. Fees, 1.6. Confidentiality of Information, Rule 1.7. Conflict of Interest: Current Clients, 1.8. Conflict of interest; current clients; specific rules, 1.9 & 1.10. Duties & Conflict of Interest, Former Client & Imputation to Law Firm, 1.15. Safekeeping Property, 1.16. Declining or Terminating Representation, Rule 1.17. Sale of Law Practice, Rule 1.18. Duties to Prospective Client, 5.1. Responsibilities of partners, managers and supervisory lawyers, 5.6 Restrictions on Right to Practice, Rule 7.1. Communications Concerning a Lawyer’s Services, Rule 7.2. Advertising, 8.3. Reporting Professional Misconduct, and 8.4. Misconduct.
National Speaker:
Christian A. Stiegemeyer
The Bar Plan Mutual Insurance Company, St Louis, MO
Christian A. Stiegemeyer is the Director of Risk Management for The Bar Plan Mutual Insurance Company and Executive Vice President of The Bar Plan Foundation. He annually conducts more than seventy Risk Management seminars, on a wide variety of ethical and legal malpractice issues, covering current issues concerning professionalism and providing practical solutions for dealing with malpractice and ethical concerns.
Mr. Stiegemeyer also directs The Bar Plan’s Practice Management Program, providing on-site, personalized reviews of lawyers’ law firm practices to help improve risk management and case handling procedures. In addition, Mr. Stiegemeyer responds to The Bar Plan’s ethics and malpractice telephone “Hotline” to timely assist its insureds with issues that arise in their daily practice and has written numerous articles appearing in a variety of national, state and local bar association publications. He received his B.A. from Southeast Missouri State University and J.D. from The Saint Louis University School of Law in 1992.
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE