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4-Hour Legal Ethics Package (California)

$75

FREE FOR MEMBERS

Join first, then login to BHBA+ to access this package.

The Dos and Don'ts of Handling Others' Funds

This program will review lawyers? ethical obligations in holding funds belonging to others. This program will cover the guidance and pitfalls in trust accounting and the new mandatory Client Trust Account Protection Program and will include considerations of banking stability.

Rachelle Cohen, Valensi Rose, PLC
Erin Joyce, Erin Joyce Law, PC

The Ethics of Networking

This presentation will explore the kinds of activities that are discouraged and prohibited by the State Bar, as well as those that are perfectly permissible in 2023 (this has changed significantly from a few decades ago when many of the Attorney Attendees started practicing, so many of us learned a very different set of rules and behaviors). Come learn what you can do to get more business, without getting in trouble with the State Bar.

Marc E. Hankin, Hankin Patent Law, APC

Do I have to? Determining whether WITHDRAWAL is mandatory

The lines between ethically mandated and permissive withdrawal from a client?s representation are often unclear, making it difficult for attorneys to determine their ethical obligations and how to satisfy them. This program will explore where the lines are drawn, how they are applied, and what an attorney?s duties are when withdrawing from representation.

Deborah Wolfe, Founder, Wolfe Legal Solutions, PC.

Onboarding New Clients and the Fundamentals of Conflicts of Interest

The program will address the process of onboarding new clients with emphasis on risk management and compliance with the Rules of Professional Conduct.

Joel A. Osman, Senior Counsel and General Counsel to the Firm, Parker Mills LLP
David B. Parker, Founding Partner,Parker Mills LLP

4-Hour Legal Ethics Package (California)
Credit Details
Credit Hours:
4.00
Specialty Area:
None
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Package

This package fulfills all of your California Legal Ethics (4 hours) requirements.

The Dos and Don'ts of Handling Others' Funds

This program will review lawyers? ethical obligations in holding funds belonging to others. This program will cover the guidance and pitfalls in trust accounting and the new mandatory Client Trust Account Protection Program and will include considerations of banking stability.

Rachelle Cohen, Valensi Rose, PLC
Erin Joyce, Erin Joyce Law, PC

The Ethics of Networking

This presentation will explore the kinds of activities that are discouraged and prohibited by the State Bar, as well as those that are perfectly permissible in 2023 (this has changed significantly from a few decades ago when many of the Attorney Attendees started practicing, so many of us learned a very different set of rules and behaviors). Come learn what you can do to get more business, without getting in trouble with the State Bar.

Marc E. Hankin, Hankin Patent Law, APC

Do I have to? Determining whether WITHDRAWAL is mandatory

The lines between ethically mandated and permissive withdrawal from a client?s representation are often unclear, making it difficult for attorneys to determine their ethical obligations and how to satisfy them. This program will explore where the lines are drawn, how they are applied, and what an attorney?s duties are when withdrawing from representation.

Deborah Wolfe, Founder, Wolfe Legal Solutions, PC.

Onboarding New Clients and the Fundamentals of Conflicts of Interest

The program will address the process of onboarding new clients with emphasis on risk management and compliance with the Rules of Professional Conduct.

Joel A. Osman, Senior Counsel and General Counsel to the Firm, Parker Mills LLP
David B. Parker, Founding Partner,Parker Mills LLP

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Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This package is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this package.

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