4-Hour Legal Ethics Package (California)

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

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

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.

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