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Overview:

Lawyers’ ethical competence and professionalism are crucial for client representation. They are expected to always uphold ethical standards and be guided by the Rules of Professional Conduct in all aspects of their work. However, it is inevitable for them to be confronted with such challenges and dilemmas. Thus, reinforcing the need to develop a sound ethical competence that will help them maintain their good reputation in the legal profession.

Join a panel of key thought leaders and distinguished professionals assembled by The Knowledge Group as they provide a comprehensive discussion of ethical competence. Speakers will also share risk mitigation techniques and best practices to ensure competency in the legal landscape.

Key issues include:

  • Ethical Policies in the Legal Profession
  • Common Ethical Risks and Challenges
  • Developing Effective Ethical Competence
  • Best Practices
  • Outlook

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

Live Webcast

 

Prerequisite:

None

 

Course Code:

149306

 

NY Category of CLE Credit:

Ethics and Professionalism

 

Total Credits:

2.0 CLE


How to Claim CLE Credits Per State:

https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/


CLE State Requirements:

https://knowledgewebcasts.com/cle-state-requirements/

Speaker Panel:

Thomas Sansone, Partner
Carmody Torrance Sandak & Hennessey LLP

Tom Sansone concentrates his practice in civil litigation, particularly commercial, utility and insolvency litigation. He has tried more than 90 cases in Connecticut’s state and federal courts, as well as the United States Bankruptcy Court for the District of Connecticut, and has argued before both the State Supreme and Appellate Courts. Much of his work involves complex banking issues, lender liability cases, contested foreclosure/collection matters and representation of creditors in bankruptcy proceedings.

From 2012 – 2018, Tom served on the Connecticut Judicial Branch’s Statewide Grievance Committee. He is also the immediate past Chairman of the Connecticut Bar Association’s Commercial Law & Bankruptcy Section, and has served on its Executive Committee for 26 years. Mr. Sansone received his B.A., magna cum laude, from the Boston University College of Arts and Sciences, and his J.D. from the Boston University School of Law.

Melicent B. Thompson, Partner
Gfeller Laurie LLP

Melicent has close to 25 years of experience in litigation and corporate counseling. She actively practices in Connecticut and Georgia courts in insurance coverage, business disputes, professional liability claims, defense of educational and financial institutions and general liability. Her insurance coverage practice encompasses all areas of first and third party claims and related litigation services, including declaratory judgment actions, defense of bad faith claims and reinsurance matters. Melicent has substantial appellate court experience, having briefed and argued appeals before the Second Circuit Court of Appeals and the Connecticut Supreme and Appellate Courts.

Her pro bono work includes serving as General Counsel to the Gifts of Love Board of Directors and as a member of Bay Path University’s Advisory Council.

Deborah Winokur, Professional Responsibility and Compliance Counsel
Cozen O'Connor

Deborah A. Winokur serves as Professional Responsibility Counsel and is a member of the Legal Profession Services Group at Cozen O’Connor. Deborah advises clients on risk management and ethical issues. Deborah is a Lecturer in Law at the University of Pennsylvania Carey Law School where she teaches professional responsibility. Deborah also handles pro bono representations, including representing clients through the Defender Association of Philadelphia, Campaign for Working Families Tax Clinic, Volunteers for the Indigent Program and Homeless Advocacy Project. Deborah is Co-Chair of the Professional Responsibility Committee and a member of the Professional Guidance Committee of the Philadelphia Bar Association and conducts Continuing Legal Education seminars on risk management and ethics issues. Ms. Winokur is a 1999 graduate of the Columbia University School of Law, and a graduate, cum laude, of the University of Pennsylvania.

Agenda:

SEGMENT 1:

Thomas SansonePartner

Carmody Torrance Sandak & Hennessey LLP

  • Importance of Retainer Letters for Defining Scope of Services and Managing Client Expectations
  • Protocol for Maintaining Client Funds Entrusted to Lawyers
  • Communications Pitfalls
  • Declining or Terminating Representation: Dos and Don’ts

 

SEGMENT 2:

Melicent B. ThompsonPartner

Gfeller Laurie LLP

  1. The Use of Clients’ Identities in Marketing a Firm - How/When It Is Ethically Appropriate
  2. Non-Lawyer Staff Errors/Omissions in Client Work - Ethical Issues for Firm Lawyers
  3. Ethical Considerations in File Staffing and Management of Other Lawyers’ Work
  4. Determining/Handling Conflicts:
    • When Considering Whether to Take on a Representation; and
    • After One Is Underway

 

SEGMENT 3:

Deborah WinokurProfessional Responsibility and Compliance Counsel

Cozen O'Connor

  • Rule 1.1 Competence - Issues in Light of Pandemic Restriction
  • Rule 1.3 (Diligence) and the Need to Keep Abreast of Changes in Technology
  • Remote Work – The ABA FO 495 Guidance
  • Lawyers’ Duties Regarding Clients’ Fraudulent Criminal Behavior
  • Duties of Successor Counsel in Contingency Case When Lawyer Is Replaced

Date & Time:

Thursday, March 25, 2021

3:00 pm to 5:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • Lawyers
  • Legal Assistants
  • Paralegals
  • Law Clerks
  • Law Office Managers
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SPEAKERS

Thomas SansonePartner
Carmody Torrance Sandak & Hennessey LLP
Melicent B. ThompsonPartner
Gfeller Laurie LLP
Deborah WinokurProfessional Responsibility and Compliance Counsel
Cozen O'Connor

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