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  • videocam On-Demand
  • signal_cellular_alt Intermediate
  • card_travel Class Action and Other Litigation
  • schedule 90 minutes

Ethics of Witness Preparation Under ABA Formal Opinion 508: Avoiding Coaching

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About the Course

Introduction

This CLE webinar will discuss the ethics of witness preparation in light of ABA Formal Opinion 508, "The Ethics of Witness Preparation." The panel will examine this essential skill, recurring witness preparation strategies, and practices, and will then debate and critique when some perfectly ethical practices may cross the line and become unethical.

Description

Witness preparation has always been an expected and even essential part of trial preparation. Indeed, failure to prepare witnesses may even be malpractice or an ethical violation. Any lawyer who engages in preparation of witnesses, whether for administrative or other types of hearings or court or jury trials, must know the ethical rules and restrictions on preparing witnesses and clients.

But as FO 508 discusses, there is a big difference between ethical preparation and actions that interfere with the integrity of the justice system and obstruct another party's access to evidence (Op. 508 at 4). A lawyer's "duty is to extract the facts from the witness, not to pour them into him; to learn what the witness does know, not to teach him what he ought to know.” In the Matter of Eldridge, 82 N.Y. 161, 171 (N.Y. 1880).

FO 508 is particularly concerned with commonly used remote technologies that can be used to "coach" witnesses in new and ethically problematic ways, especially during testimony or what it calls "midcourse testimonial influence." As the panel will discuss, this type of coaching often produces much of the conduct that lawyers complain make depositions so difficult.

Listen as this panel of experienced litigators and ethics expert use vignettes to highlight what FO 508 has to say about the essential skills and ethics of witness preparation.

Presented By

Anthony L. Cochran
Partner
Smith Gambrell Russell

Mr. Cochran is a Partner in the Litigation Practice of Smith, Gambrell & Russell, LLP and Co-Leader of the White Collar, Government & Internal Investigations Practice. During the 45 years he has been practicing law in Atlanta, Mr. Cochran has represented many individuals and businesses on a wide variety of complex matters. He has tried dozens of jury trials in many areas of the law (both civil and criminal, federal and state), bench trials (in federal and state courts), administrative and regulatory hearings (before both federal and state agencies and boards), and medical peer review hearings at hospitals. Mr. Cochran's unique experience allows him to handle parallel civil, administrative and criminal proceedings, which are common in today’s legal environment. In 2005, he was inducted into the American College of Trial Lawyers. Mr. Cochran is consistently listed as being one of the “Top 10 Attorneys” in Georgia by Super Lawyers. He is listed in Super Lawyers, Corporate Counsel Edition, under Business Litigation. Mr. Cochran is also listed annually in the publication The Best Lawyers in America® (Criminal Law) and in Atlanta Magazine’s compilation of the Best Lawyers in Atlanta (Criminal Law).

Guy O. Kornblum
Principal
Guy O. Kornblum, APLC

Mr. Kornblum has specialized as a trial and appellate lawyer for 45 years. He has handled over 3,500 litigated matters to conclusion and has several million dollar plus cases to his credit. Mr. Kornblum’s practice focuses on representing plaintiffs, claimants, policyholders and victims of tortious and contractual wrongs in insurance bad faith, among other claims.

David Lefkowitz
Attorney
The Lefkowitz Firm LLC, LLC

Mr. Lefkowitz represents individuals and companies (corporations, LLCs, PCs, etc.) in their claims for legal malpractice (legal negligence) and similar claims such as breach of fiduciary duty; trustee misconduct; executor misconduct and ethical misconduct by attorneys and other fiduciaries. He also represents attorneys and law firms with regard to risk management, law firm dissolutions and attorney’s fee disputes.

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, May 30, 2024

  • schedule

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

  1. Limit on coaching
    1. "Don't volunteer information"
    2. "The less you remember, the better"
    3. "If in your mind's eye you can see and hear an event, say you don’t recall"
  2. Rehearse questions and answers
    1. Question-and-answer script
    2. Practice on video and have a consultant coach the witness
    3. Have many lawyers in the room to intimidate the witness
  3. Tell a witness to "downplay" the number of times a witness and a lawyer met to prepare
  4. Discussing the applicability of law to the events at issue
    1. Before you tell me what happened, let me explain the law to you first
    2. Before you tell me what happened, let me review the factual context into which your observations will fit
    3. Before you tell me what happened, let me tell you other testimony or evidence that will be presented and ask you to reconsider your recollection or recounting of events in that light
  5. Suggest a choice of words

The panel will review these and other key issues:

  • How does the opinion change the ethics rules?
  • What are the ethical limits of working with favorable witnesses and clients in preparing them to give testimony?
  • What is the difference between witness preparation and coaching a witness, and how do you draw the lines between them?