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Staying Ethical When Growing a Practice: Avoiding Impermissible Client Solicitation by Third Parties; ABA FO 501

Ensuring Third-Party Compliance With Model Rules 7.3, 5.3, and 8.4, and Avoiding Vicarious Liability for Misconduct

$197.00

This course is $0 with these passes:

CLE
ALL
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About the Course

Introduction

This CLE course will discuss what supervising attorneys must do to ensure that anyone the lawyer employs, retains, or associates with--whether inside or outside the firm--understands and acts consistently with the Rules of Professional Conduct. The program will review ABA Formal Opinion 501 and its ramifications when attorneys or others acting for them pitch for firm business to clients with specific legal issues.

Description

Despite the 2018 clarifications, ambiguity remains concerning a lawyer's ethical responsibility for the lawyer's actions and those of others who engage in live, person-to-person solicitation with specific individuals.

ABA Formal Opinion 501 attempts to clarify an attorney's ethical responsibilities when third parties recruit and communicate on the lawyer's behalf. A lawyer cannot do through another person that which the lawyer could not do directly.

Listen as this panel examines the principles and rules that govern a lawyer's ethical duties concerning solicitation, examines how those rules vary by jurisdiction, and provides practical tips for ensuring compliance.

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

  • An excellent opportunity to earn Ethics CLE credits. Note: BARBRI cannot guarantee that this course will be approved for ethics credits in all states. To confirm, please contact our CLE department at pdservice@barbri.com.


  • Live Online


    On Demand

Date + Time

  • event

    Thursday, June 13, 2024

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

  1. Applicable rules
  2. Ambiguities clarified by ABA Formal Opinion 501
  3. Effective policies on client solicitation

The panel will discuss these and other key issues:

  • What professional rules govern client solicitation?
  • Do legal ethics prohibit the use of lead-generation services?
  • What would an effective policy on client solicitation look like?