ETHICS & PRACTICE MANAGEMENT
NATIONAL INSTITUTE

University of Nevada, Las Vegas
Stan Fulton Building

PRESENTED BY:

THE STATE BAR OF NEVADA
&
THE NATIONAL ACADEMY OF LAW ETHICS AND MANAGEMENT

This series of presentations is designed to comply with lawyers’ CLE ethics requirements while simultaneously providing practicing lawyers with the information they need to manage their practice without ethics complaints and without the malpractice complaints that frequently accompany ethics complaints, while simultaneously helping the lawyer build a better practice.

FACULTY

  • Rob Bare, Bar Counsel, State Bar of Nevada, Member, N.O.B.C.
  • Scott Drexel, Chief Trial Counsel, State Bar of California, Member N.O.B.C.
  • Murray Greenberg, Supervising Trial Counsel, State Bar of California, Member N.O.B.C.
  • Jay Foonberg, JD. CPA, Associate Member N.O.B.C., Director, National Academy of Law Ethics and Management, Author, The ABA Guide To Lawyer Trust Accounts
  • Thomas Layton, Chief Investigator, State Bar of California
  • Hon. Richard A. Platel, Judge, California State Bar Court
  • Jack Newton, President and Co-Founder, Clio Case Management Systems
  • Rian Gauvreau, Co-Founder, Clio Case Management Systems

MORNING SESSION

8:00 am -    Trust Account Management
9:00 am      Presented by Jay Foonberg

  • Understanding And Applying The Dos And Don’ts Of Trust Account Management
  • Trust Account Terminology – Conversion, Misappropriation, Etc.
  • Fee Handling  And The Trust Account
  • Lawyer Responsibility In The Event Of Bank Failure
  • Possible Responsibility Of Others In The Event Of Bank Failure
  • Evergreen Trust Accounts
  • Unexplained Amounts In The Account
  • Responsibility For Supervising Staff
  • Understanding The Role Of IOLTA – what it is and what it does with the trust account

9:00 am -    How a Case Management System Can Help You Practice
10:00 am    Ethically and Competently
Presented by Jack Newton and Rian Gauvreau

  • Accurate Client Bills
  • Trust Account Records

..and much much more can be accomplished with a good case management system

The Clio case management system was introduced in October of 2008. It was developed at the request of and with the assistance of the Law.

10:00 am -  BREAK
10:15 am

10:15 am -  Recent Developments in Ethics with Emphasis on ABA
11:00 am    and California Rules
                   Presented by Scott Drexel and Murray Greenberg

11:00 am -  Recent Developments in Ethics with Emphasis on ABA
11:45 am    and Nevada Rules
                   Presented by Rob Bare

  • Special Attention Will Be Given To Problems Faced By Solo And Small Firms

Note:  These two sessions above may be combined into one session.

11:45 am -  Practice Tips to Avoid Ethics Complaints – Q & A
12:15 pm    Moderator: Jay Foonberg
                   Panelists: Rob Bare, Scott Drexel, and Murray Greenberg

AFTERNOON SESSION

12:15 pm – LUNCH BREAK
1:00 pm

1:00 pm -    Model Ethics Investigation and Trial
2:30 pm      Presented by Hon. Richard A. Platel, Scott Drexel,
Murray Greenberg and Thomas Layton

  • What To Do When Your Client Faces An Ethics Complaint
  • Q & A

This program has been presented to many groups including the National Organization of Bar Counsel, and is an excellent introduction for the lawyer who has not handled many ethics cases.

2:30 pm -    “Deskside Manner”
4:00 pm      Improving Client Relations to Avoid Ethics Complaints and
Malpractice Complaints While Getting and Keeping Good Clients
(A Version of “The Nine Steps to a Successful Practice”)
Presented by Jay Foonberg

  • When And How To Return Telephone Calls
  • How To Timely Complete The Work
  • How To Effectively Communicate With A Client
  • How To Effectively Listen To The Client
  • How To Give The Client A Road Map
  • How To Conduct A Client Interview
  • How To Turn Down Cases To Avoid Overload
  • How And When To Fire The Client
  • The “Magic Question” To Avoid Malpractice

4:00 pm -    BREAK
4:15 pm

4:15 pm -    Conflicts
5:15 pm

  • “Conflict” Defined
  • Recognizing And Resolving Conflicts
  • Obvious Conflicts
  • Hidden Conflicts
  • Conflicts In Multi Client Representation
  • When And How To Teach Staff To Recognize Conflicts
  • Specific Conflicts Areas – Elder Law, Family Law, Business Law

For Enrollment Information Contact:
Jeremy Larson, CLE Seminar Coordinator, State Bar of Nevada
JLarson@nvbar.org
(800) 254-2797 Ext 420
(702) 317-1420

Program Details:
www.EthicsCredit.com