Ohio CLE - Practice Management Courses

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  • Ethical Attorney's Fees, Referral Fees, and Billing Practices

    As we know, lawyers are required to comply with the ethics rules; however, many lawyers may not fully understand the ethics rules and ethical considerations regarding the types of permitted lawyer fees, requirements for referral fees and fee sharing, non-refundable fees, and the ethical requirements related to fees, costs, settlement funds pursuant to the lawyer Trust Account Rules. This presentation will address those topics and provide valuable tips and information to ensure that la... More Info

    $50
    1Attorney Conduct
  • Ethical Considerations for Multistate Referral Rules and Fees

    In this CLE seminar taught by a former Morris County Assistant Prosecutor, you will learn best practices and Rules for Attorney Referral Rules in New Jersey and throughout the United States, State by State. Topics include: The Policy Behind Fee Sharing Prohibition Model Rules of Professional Conduct Rule 7.3 Profit Sharing Agreements or Employee Profit Sharing Plans More Info

    $50
    1Attorney Conduct
  • Ethical Considerations When Responding To Lozada Complaints

    Immigration is a rewarding practice area with a collegial group of practitioners. While immigration law is among the most complex, a great benefit is colleagues who generously share their knowledge and experience with one another. This makes it even more difficult when one lawyer must prepare and file a disciplinary complaint against another in order to zealously represent their client under the requirements of Matter of Lozada. While most training on the subject focuses on filing a... More Info

    $50
    1Attorney Conduct
  • Ethical Duties When Representing Clients and Working on Client Files

    Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerations to help lawyers when representing clients and working on client files/matters. More Info

    $50
    1Attorney Conduct
  • Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters

    This CLE program will present and discuss issues concerning the engagement of clients through effective Engagement Letters, creating and maintaining firm websites to minimize any potential representation risks as well as determining when termination of the Attorney/Client relationship is proper (or required). Participants will be introduced to appropriate forms and strategies when facing the request of representation by a potential client. More Info

    $50
    1Attorney Conduct
  • Ethical Referral Fees: A 50 State Survey

    When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefit their clients and grow their practice. We will discuss: Common misconceptions when it comes to referral fees The ABA Model Rules What it means to be ‘jointly responsible’ What disclosure... More Info

    $50
    1Attorney Conduct
  • Ethics & Client Communication: Setting Yourself Up for Success

    This CLE will address the specific rules and comments regarding client communication to help lawyers understand not only their bar-mandated responsibilities, but also how to build a system to protect your mental health while also meeting clients’ needs. The instructor will share detailed insights into Rule 1.4 and also how to build a healthy legal practice in a high-stress profession. More Info

    $50
    1Attorney Conduct
  • Ethics of Legal Writing

    This CLE course will look at five areas where attorneys sometimes get into ethical trouble through legal writing: frivolous writing, failure to cite adverse authority, incivility in legal writing, ghostwriting and plagiarism. In each of these areas, an attorney can help a client by knowing what the line is between ethical and unethical writing. The goal of the course is to help clarify how to figure out whether certain conduct is appropriate advocacy, or whether the conduct crosses the... More Info

    $50
    1Attorney Conduct
  • Evolution Of An Eviction Moratorium: Landlord Tenant Strategies And Emergency Rental Assistance

    This CLE course explores the evolution of New York’s eviction moratorium, starting at the outset of the pandemic to more fully understand the court’s strategy to handle the evictions backlog. Courts are moving forward with their congested calendar; however, a de facto stay will be in place for tenants who apply for New York’s Emergency Rental Assistance Program (“ERAP”). Parties should adjust their expectations accordingly as ERAP applications are likely to delay many eviction proceedi... More Info

    $50
    1.25General Credits
  • Fintech Firms: Communications Compliance Topics

    Join FINRA staff and industry panelists as they share insights on challenges and effective practices related to communications compliance for Fintech focused firms. The panel covers topical issues such as digital engagement practices, mobile applications, integrated product offerings, and crypto assets. Panelists answer questions and provide tips on the use of technology to help navigate this quickly evolving area. More Info

    $50
    1General Credit

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