BarbriSFCourseDetails

Course Details

This CLE course will provide attorneys and firms with a clear overview of the ethical considerations in terminating a client relationship in various select situations. The panel will outline post-termination obligations and best practices for smoothly concluding the attorney-client relationship.

Description

Every attorney has had a difficult client they find they must “fire.” When terminating the client relationship, the attorney and the firm face a situation fraught with professional, legal and legal ethics risks.

An attorney may decide to terminate a client relationship due to a client’s refusal to follow the attorney’s advice on crucial matters such as responding to discovery; an unethical, hostile or abusive client; or a client who refuses to pay fees.

An uncooperative client is more likely than others to file a disciplinary grievance or malpractice charge. To minimize ethics violations and malpractice risks, careful adherence to legal ethics rules of conduct and other practical considerations are critically important.

Listen as our authoritative panel of attorneys guides you through the complex ethical considerations when firing a client and offers best practices for avoiding ethics violations and malpractice claims.

Outline

  1. Termination of attorney by the client
  2. Termination due to attorney conflict of interest
  3. Termination under cloud of legal malpractice
  4. Terminating client for nonpayment of fees
  5. Terminating client for improper conduct
  6. Termination after an attorney’s departure from the firm

Benefits

The panel will review these and other high risk questions:

  • What ethical rules govern specific trigger events for terminating the relationship—and when do attorneys have discretion to fire the client?
  • What should the termination notice to the client say and how much advanced notice should be provided to the client?
  • What are the attorney’s continuing fiduciary duties to a client post-termination?