Chris Stiegemeyer with the Bar Plan is back with his popular ethics course. Earn three hours of dual credit before December 31!

Hour 1 – The QUIZ

A potpourri of the hottest topics in legal malpractice and ethics, and what you need to know to protect yourself from novel malpractice risks and ethics complaints. This year’s QUIZ covers: Duties when a lawyer leaves a law firm; Problematic fee agreement language; Personal interest conflicts under TRPC 1.7; and, the ethics of withdrawing from a representation.

Hour 2 – The Ethics and Malpractice Tools for Conducting Your Law Practice Management Review

Law firms constantly change and evolve.  So too 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 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 AI & Cyber Security, Disaster Recovery Procedures, Law Firm Marketing, and Investing in Yourself. Tennessee 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: Duties to Former Clients, 1.10: Imputation of Conflicts of Interest: General Rule, 1.15: Safekeeping Property and Funds, 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, 8.3. Reporting Professional Misconduct, and 8.4: Misconduct. 

Hour 3 - The Ethics and Malpractice Tools for Conducting Your Law Practice Management Review Continued.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership. Not a TBA member? Join now to start saving