Celesq® Attorneys Ed Center
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Programs in Ethics & Professionalism

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Social Media and the Lifecycle of the Attorney/Client Relationship (03/08/2021)

Program Number: 3145 Presenter: Dr. Sharon Meit Abrahams, Jan L. Jacobowitz, Esq., Lucian T. Pera, Esq.

Social media has become an integral part of our society. The Pew Research Center reports that approximately 70% of the adult population uses social media, and it even impacts the lives of those who elect not to engage. Lawyers’ clients are awash in social media, so it is no surprise that every stage of the life cycle of an attorney-client relationship may involve a lawyer’s need not only to explore the social media terrain, but also to understand both the benefits and dangerous landmines that await the uninformed. Join our discussion with two seasoned legal ethics lawyers to explore both the necessity of employing social media and the potential ethical perils of lawyers on social media. Topics include the use of social media in advertising; investigating all aspects of a case from a potential client’s claim to discovering information about the opposing parties, witnesses, jurors, and judges; and finally,

$95.00Audio CD Add to Cart

IOLTA – The Basics – What Lawyers Need to Know (02/03/2021)

Program Number: 3141 Presenter: Daniel J. Siegel, Esq.

Mismanaging an IOLTA is one of most common ways lawyers find themselves in disciplinary proceedings. Commonly, the problems arise because lawyers do not know the rules that apply to handling their IOLTA accounts, generally because they were never trained in the best practices. This course will explain the basics of IOLTA accounts, and offer practical advice how to set up an account, how to handle the required accounting, and offer detailed information about IOLTA account do’s and don’ts. The program is based upon the American Bar Association Model Rule of Professional Conduct 1.15 and the Model Rule on Financial Recordkeeping.

$95.00Audio Tape Add to Cart

Preparing for the Unexpected: The Ethical Obligation to Plan Ahead (01/20/2021)

Program Number: 3131 Presenter: Craig Reiser, Esq., Thomas Rohback, Esq., Eva Yung, Esq.

Attorneys have an ethical obligation to plan ahead for continued client service and potential matter transition - a responsibility with heightened importance in our uncertain times. This program will review the Rules of Professional Conduct requiring preparedness, and then focus on practical suggestions and steps attorneys can take to fulfill their obligations to their clients. Learning Objectives: Review the relevant Rules of Professional Conduct requiring attorneys to be prepared to transition their matters and responsibilities – in particular: • Model Rule 1.3 • Model Rule 1.4 • Model Rule 3.2 • Model Rule 1.16(d) • Identify when and to whom the obligation to plan ahead for transitioning applies • Discuss practical steps attorneys can take in their daily practice to be prepared

$95.00Audio Tape Add to Cart

Weeding between the Ethical Lines: Cannabis and Conflicts (02/10/2021)

Program Number: 3120 Presenter: Dr. Sharon Meit Abrahams, Rachel K. Gillette, Esq., Jan L. Jacobowitz, Esq.

The Cannabis industry continues to grow not only increasing revenue and consumer use, but also creating issues throughout the country for lawyers advising clients. As the states continue to weave a patchwork quilt of cannabis regulations and the federal government continues to list cannabis as an illegal controlled substance, entrepreneurial clients need complex legal advice and lawyers need clear ethics advice on permissible representation of their clients. May a lawyer assist a client in establishing a dispensary? May the lawyer take an interest in a cannabis start up in lieu of fees? What are the tax implications for clients operating in multiple states? What are the possible repercussions for a lawyer using cannabis for recreational or medicinal purposes? These questions and more will inform this interesting and timely discussion.

$95.00Audio Tape Add to Cart

Professional Responsibility and Irresponsibility for Lawyers and Judges (03/31/2021)

Program Number: 3119 Presenter: Thomas F. Liotti, Esq.

This will be a knockem sockem inspiring program geared to make real lawyers out of those present.Listeners will be transformed from invertebrates to lawyers with back bones. We know that you know how to take a punch but this program will teach you how to ethically deliver them against judges, lawyers and clients. Model Rules of Professional conduct to be addressed are: Client Lawyer Relationships; 1.7, 1.8, 1.10, 1.11 and 1.14 - Advocate Rules; 3.3, 3.4, 3.5, 3.6, 3.7, 3.8 - Transactions with Persons Other Than Clients; 4.1, 4.2, 4.3 - Law Firms and Associations; 5.5 - Information About Legal Services; 7.6 - Maintaining the Itegrity of the Profession; 8.3, 8.4

$95.00Audio Tape Add to Cart

How to Ethically Mitigate Risk in Remote Meetings and Depositions (01/12/2021)

Program Number: 3105 Presenter: Joanna Storey, Esq.

Many elementary school students have mastered the art of remote meetings during distance learning, but some seasoned lawyers still do not understand how to effectively use mute. In this 60-minute presentation, we navigate through the risky waters of using remote depositions and meetings in your law practice. We offer practical tips for meeting four primary ABA Model Rules of Professional Conduct: Competence (Rule 1.1), Communications (Rule 1.4), Confidentiality of Information (Rule 1.6) and Responsibilities Regarding Nonlawyer Assistance (Rule 5.3). The key takeaways will be understanding the technology, training, practicing and being mindful of your video and audio surroundings.

$95.00Audio Tape Add to Cart

Up the Ladder Reporting – Counsel’s Ethical and Legal Obligations for Addressing Potential Violations by Management (03/11/2021)

Program Number: 3101 Presenter: Erik R. Anderson, Esq., Carolyn H. Kendall, Esq.

This ethics program will discuss a lawyer’s legal and ethical obligations when he or she believes that a member of management is no longer fit to carry out company responsibilities or potentially violating company policy or the law. Drawing from real world examples, this program will ensure that both in-house and outside counsel understand their role and obligations under such circumstances and provide them with practical steps to navigate these complex situations. Participants will understand their applicable ethical duties under the Model Rules and the Sarbanes Oxley Act of 2002, including when or if a “noisy withdrawal” is required; learn when and under what circumstances they can or should report to the Board or other governing body; and the role of internal investigations conducted by outside counsel, including potential risks and complexities for in-house counsel who may have been involved in the underlying fact pattern.

$95.00Audio Tape Add to Cart

Legal and Ethical Issues in Capacity and Mental Health Law (05/12/2020)

Program Number: 3093 Presenter: Carolyn Reinach Wolf, Esq.

Lawyers should be familiar with the standards of capacity for specific legal transactions under relevant statutes and case law. This includes areas such as contracts, criminal law, executing advance directives and guardianship proceedings. We will discuss the “red flags” or signs of “diminished capacity” that a lawyer may observe in a client as well as the ethical guidelines for assessing capacity in accordance with ABA Model Rules of Professional Conduct, Section 1.14. Last, we will explore the “Mental Health Legal Tool Kit”, offering creative legal solutions to difficult mental health issues.

$95.00Audio Tape Add to Cart $95.00Online Audio Add to Cart

The Intersection of Ethics and Well-Being (04/08/2020)

Program Number: 3084 Presenter: Sharon D. Nelson, Esq., John W. Simek

There is a very strong link between lawyer well-being and a lawyer’s duty of competence. Beyond Rule 1.1, here are some other rules which are often impacted by lawyer well-being. Rule 1.15 (Safeguarding Property), Rule 1.3 (Diligence), Rule 1.4 (Communications), Rule 1.6 (Confidentiality), Rule 5.1 (Responsibilities of Partners, Managers, and Supervisory Lawyers), Rule 5.2 (Subordinate Lawyers), Rule 5.3 (Responsibilities Regarding Nonlawyer Assistants), Rule 8.3 (Maintaining the Integrity of the Profession) and Rule 8.4 (Misconduct). Our presenters will cover real-life stories of lawyers who ran afoul of legal ethics due to substance abuse issues, mental health problems, stress, exhaustion and other issues related to well-being, Firms large and small have begun to implement wellness programs – what’s working and what’s not? As has been said many times, “to be a good lawyer, you have to be a healthy lawyer.” This webinar will include practical advice for firms and for those lawyers who need help dealing with well-being issues.

$95.00Online Audio Add to Cart

Structuring Enforceable Cannabis Contracts and the Ethics of Cannabis Legal Representation (04/20/2020)

Program Number: 3074 Presenter: Jeffrey Gard, Esq.

This program will cover structuring enforceable cannabis contracts and will discuss best practices to contractual drafting. We will also cover a variety of typically cannabis contracts and specific drafting tips. The program will also cover the ethics of cannabis legal representation and will discuss a variety of rules of professional conduct implicated by cannabis legal representation. The presentation will be discussing ABA Model Rules of Professional Conduct 1.2, 1.4, 1.7, 1.8, 1.9, 1.13, 1.18, 2.1, 5.1, 8.4, attorney cannabis use, attorney ownership of a cannabis business, trust accounts and deposition cannabis sourced funds, etc.

$95.00Online Audio Add to Cart

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