Ethical Obligations of Lawyers
Listen as a distinguished panel of thought leaders and professionals organized by The Knowledge Group provide the audience with an overview of some of the most important information and issues surrounding ethical obligations in the legal service industry. Speakers will highlight, among other things, the legal obligations, ethical expectations and professionalism standards that lawyers should consider in their professional capacity. They will also examine rules, regulations, case law and specific ethical challenges and dilemmas.
Key topics include:
- Understanding the Rules of Professional Conduct
- Honesty and Candor
- The Ethics of Negotiations
- Disclosure of Confidential Information
- Prohibited Misconduct
- Ethical Issues that Arise from Conflicts with Clients
- Government Ethics
- Impartiality in Performing Official Duties
- Attorney-Client Privilege and Attorney Work Product
- Terminating Representation
- Using Technology Ethically in the Legal Practice
- Recent Cases
Richard J. Cayo, Shareholder
Halling & Cayo, S.C.
- Use of Engagement Letters Can Help Avoid Inadvertent Violations
- SCR 20:1.2 Scope of Representation
- SCR 20:1.2 Allocation of Authority
- SCR 20:1.4 Communication
- SCR 20:1.5 Fees
- SCR 20:1.6 Confidentiality
- SCR 20: 1.7, 8 & 9 Conflicts of Interest
- SCR 20:1.16 Terminating Representation
- Trust Accounting Primer
- New Options
- Dealing with The OLR
Carole J. Buckner, Partner & General Counsel
Procopio, Cory, Hargreaves & Savitch LLP
- Engagement Agreements (California Perspective) – contingency, hourly and flat fees
- Client Trust Accounting (California Perspective) – managing the client trust account
- Duty of Competence
- Duty of Confidentiality and exceptions
- Avoiding Conflicts of Interest – current and former client conflicts of interest, and other common conflicts
- Withdrawing from Representation – best practices
- Compliance with Lawyer Advertising
Scott G. Johnson, Senior Attorney
Shutts & Bowen LLP
- Gifts and financial conflicts of interest
- Impartiality in performing official duties
- Misuse of position
- Generational differences can help in understanding the rationale of certain behaviors, i.e. what may have been considered acceptable behavior 20-30 years ago, may not be considered ethical now.
- Persons receiving or offered benefits, i.e. is it because of you or the position you’re occupying that the person is approaching you
- Perception is reality
Who Should Attend:
- Legal Assistants
- Law Office Managers
Scott Johnson retired from the Navy in 2017 and is now a Senior Attorney in the Tampa office of Shutts and Bowen where he supports the government contracts and corporate practice group. Prior to joining Shutts and Bowen, he served as the Assistant General Counsel for Operations, Transactions and Compliance at United States Central Command, providing legal advice on all military operations within the Middle East, as well as previous assignments as the General Counsel to the Commander, Special Operations Command-Central and the Commander, Strike Force Training-Atlantic. In 2006, he deployed to Afghanistan where he was responsible for overseeing the implementation of the Afghan National Army’s military justice system. He is a member of the Florida Bar and was appointed in 2018 to the Florida Bar’s Military Affairs Committee and the 13th Judicial Circuit’s Grievance Committee.
Scott Johnson retired from the Navy in 2017 and is now a Senior Attorney in the Tampa office of Shutts …
Carole serves as the General Counsel to Procopio, Cory, Hargreaves and Savitch, LLP, and a member of the firm’s risk management team. Her law practice focuses on legal ethics, professional responsibility, and the law of lawyering, including advising lawyers and rendering opinions as an expert witness. Carole has an extensive background in business litigation and also served as a former federal prosecutor in the Central District of California. She has written and spoken on many aspects of legal ethics, and serves on legal ethics committees. Carole graduated with her J.D. degree from the University of California Hastings College of Law and holds a B.A. with Honors from the University of California-Berkeley. She is a Martindale-Hubbell AV-rated attorney.
Carole serves as the General Counsel to Procopio, Cory, Hargreaves and Savitch, LLP, and a member of the firm’s risk …
Richard Cayo is president of the Milwaukee law firm of Halling & Cayo, S.C. The largest component of his practice consists of defending lawyers in discipline matters, advising law firms regarding ethics and malpractice issues, and serving as an expert witness concerning lawyer’s professional responsibility. Mr. Cayo is a frequent author and speaker on the Wisconsin Supreme Court Rules regulating lawyers. He earned his B.A. and J.D. degrees from the University of Wisconsin. Mr. Cayo is a member of the Milwaukee Bar Association (Board of Directors 1995-98), the State Bar of Wisconsin (Litigation Section, Board of Governors (1992-99) and is a past member of the National Organization of Bar Counsel and the Association of Professional Responsibility Lawyers. Richard has served on committees appointed by the Wisconsin Supreme Court and the State Bar of Wisconsin to review the Model Rules of Professional Responsibility. His practice also includes workers compensation for plaintiffs and claims by investors against securities brokers.
Richard Cayo is president of the Milwaukee law firm of Halling & Cayo, S.C. The largest component of his practice …
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Method of Presentation:
NY Category of CLE Credit:
Ethics and Professionalism
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About Shutts & Bowen LLP
Shutts & Bowen is a full-service law firm that has provided leadership and high-quality legal services to businesses and individuals for over a century. With more than 280 attorneys located in eight offices in Florida, Shutts offers a full range of legal services to its clients locally, nationally and internationally. At Shutts, our doors are always open.
About Procopio, Cory, Hargreaves & Savitch LLP
Procopio is an AmLaw 200 full-service business and litigation law firm committed to thoughtful problem solving and improving your bottom line. With more than 170 attorneys and offices in downtown San Diego, Del Mar Heights, Silicon Valley, Las Vegas and Phoenix, Procopio has the flexible infrastructure to support both small to mid-sized companies and large multinationals at every stage of the business life cycle. Procopio’s global reach across Asia and Latin America further expands the firm’s international partnerships and cross-border capabilities. Learn more at Procopio.com.
About Halling & Cayo, S.C.
As a premiere full-service Milwaukee law firm, the team at Halling & Cayo is comprised of experienced attorneys with a diverse range of expertise. For our clients this means we can offer expert legal counsel for a wide variety of issues. In addition to the impressive credentials of our attorneys, we have an unmatched commitment to detail, working with each client on a personal level as we strive to understand every facet of your case to provide the best representation possible.