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Staying Ethical When Growing a Practice: Avoiding Impermissible Client Solicitation by Third Parties; ABA FO 501

Ensuring Third-Party Compliance With Model Rules 7.3, 5.3, and 8.4, and Avoiding Vicarious Liability for Misconduct

$197.00

This course is $0 with these passes:

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Description

Despite the 2018 clarifications, ambiguity remains concerning a lawyer's ethical responsibility for the lawyer's actions and those of others who engage in live, person-to-person solicitation with specific individuals.

ABA Formal Opinion 501 attempts to clarify an attorney's ethical responsibilities when third parties recruit and communicate on the lawyer's behalf. A lawyer cannot do through another person that which the lawyer could not do directly.

Listen as this panel examines the principles and rules that govern a lawyer's ethical duties concerning solicitation, examines how those rules vary by jurisdiction, and provides practical tips for ensuring compliance.

Presented By

Amber Bevacqua-Lynott
Senior Counsel
Buchalter

Ms. Bevacqua-Lynott is Senior Counsel in the Firm’s Portland and San Diego offices, and a member of the Firm’s Professional Responsibility and Litigation Practice Groups. She provides guidance and legal representation to attorneys, licensed professionals, and other business clients, including firms and in-house legal departments. Her practice centers on legal ethics, risk management, and discipline defense. Ms. Bevacqua-Lynott acts as outside counsel to clients in a variety of industries, providing advice and counsel on all manner of ethics issues, including conflicts, confidentiality, malpractice, risk management, and fee issues.

Joseph A. Corsmeier
Owner/President
Law Office of Joseph A. Corsmeier, PA

Mr. Corsmeier represents attorneys in all matters concerning the Florida Bar and/or the Florida Board of Bar Examiners. He has numerous years of experience representing lawyers and applicants alike and will strive to help you understand the process to contribute a more effective strategy. Mr. Corsmeier is an expert in his field and will remain steadfast in representation.

Amy G. McClurg
Assistant Counsel
Thompson Hine

As a member of Thompson Hine’s Office of General Counsel, Ms. McClurg conducts research and advises the firm’s lawyers on a variety of substantive legal ethics, privilege and liability issues. She also reviews and analyzes business intake conflicts, outside counsel guidelines and ethical screens; advises the firm’s lawyers on bar admissions matters; and provides guidance on ethical and liability issues to administrative departments throughout the firm. In addition, Ms. McClurg has responsibility for co-editing Thompson Hine’s legal ethics blog, The Law for Lawyers Today, which has been named a top law blog by the ABA Journal.

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, June 13, 2024

  • schedule

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

  1. Applicable rules
  2. Ambiguities clarified by ABA Formal Opinion 501
  3. Effective policies on client solicitation

The panel will discuss these and other key issues:

  • What professional rules govern client solicitation?
  • Do legal ethics prohibit the use of lead-generation services?
  • What would an effective policy on client solicitation look like?