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Ethical Considerations when Screening and Selecting New Clients
Ethical Considerations when Screening and Selecting New Clients Details
Price:
$19.99
Course Description
One of the most important yet overlooked issues in practicing law are the ethical considerations when screening and selecting new clients. If you work in a large law firm with a dedicated research department or work for a small law firm, it is important to understand the rules and nuances of new client ethics. In this course we look at what the ethical framework is that underlies these principles. We first look at conflicts of interests. Next, we examine meritorious claims and contentions. We then look at the various issues involved into going into business with or investing in a client. We examine the related concepts of competence and capacity and then lastly review the importance of not overselling a case with a potential client.
Course Agenda
Overview
Ethical Framework
Conflict of Interests
Meritorious Claims & Contentions
Going into Business With a Client
Competence
Capacity
Do Not ?Oversell? a Case
Course Credit per State
AZ - Professional Responsibility: 1.25 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.0 Credits NY - Ethics: 1.0 Credits TX - Ethics: 1.25 Credits VA - Ethics: 1.0 Credits
Course Presenter(s)
David Graulich, Esq.
Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.
Presentation Goals: To help attorneys - in all fields of practice - learn how to more successfully navigate the FOIA process to better support their clients
Course Agenda
The phases/steps of the FOIA process
Background and Purpose of FOIA
Practical tips to increase the success of a FOIA request
Provide practical tips for the administrative appeal and judicial review phases
Increase the likelihood of a reasonable attorneys? fees shift award
Course Credit per State
CA - General: 2.0 Credits CT - General: 2.5 Credits FL - General: 2.0 Credits NY - General: 2.5 Credits VA - General: 2.0 Credits
Course Presenter(s)
Pete Sorenson
With more than 30 years as an attorney, lawyer and advocate, I am licensed to practice law in the District of Columbia and the State of Oregon. I specialize in the Freedom of Information Act (FOIA) law and help journalists, authors, nonprofits, for profit businesses, and others to access federal government records. I assist clients with FOIA Requests, Administrative Appeals, Judicial Reviews and FOIA litigation.
In addition to assisting clients, I speak and lecture on FOIA, most recently at the Appalachian Public Interest Environmental Law (APIEL) Conference in Tennessee, University of Georgia School of Law, and at University of Tennessee College of Law.
Public and civic service is a cornerstone, with earlier careers working for a member of Congress and as Special Assistant to the Secretary of Agriculture. I am currently serving my 24th year as an elected Commissioner on the Lane County Board of Commissioners in Eugene, Oregon. Prior to that, I served in the Oregon State Senate. My political and civic experience adds a depth and understanding to my FOIA work that is unique among lawyers.
RECENT FOIA CASES: (2016 ? Present)
Food and Drug Administration: assisted journalist in obtaining the calendar of a crucial FDA official
Central Intelligence Agency: obtained records for a journalist writing on the activities of a prominent CIA official, used in questioning President's nominee for CIA Director
Environmental Protection Agency: made request for client; assisted company in obtaining a report of a competitor's product performance
Central Intelligence Agency: made request, filed administrative appeal and judicial review; assisted in obtaining records of a client's father's service in the CIA
Bureau of Land Management: on behalf of a nonprofit organization, filed judicial review, obtained records and then obtained significant judgment for attorneys' fees for that work
Agricultural Marketing Service: filed judicial review; assisted nonprofit organization in obtaining records and then obtained judgment for attorneys' fees for that work February 6, 2020
Federal Bureau of Investigation: filed request and administrative appeal on behalf of an individual seeking DNA evidence in criminal matter; obtained records; matter pending
Centers for Medicare and Medicaid Services: assisting client in obtaining records held by CMS (in progress)
Environmental Protection Agency: filed judicial review, obtained records, and obtained settlement of attorneys' fees for engineering firm needing data and reports
CURRENT WORK:
1997 ? Present Elected County Commissioner, Lane County Board, Eugene, Oregon
1982 ? Present Attorney and Owner, Sorenson Law Office, Eugene, Oregon
PAST EXPERIENCE:
2005 ? 2006 Adjunct Professor, School of Law, University of Oregon
1993 ? 1997 Oregon State Senator (Member of Judiciary Committee), Salem, Oregon
1984 ? 1985 Visiting Professor, Department of Geography, University of Oregon
1983 ? 1984 Instructor, Dept. of Planning, Public Policy and Management, University of Oregon
1981 ? 1982 Volunteer Prosecutor, Lane County District Attorney's Office, Eugene, Oregon
1979 ? 1982 Law Clerk, Dwyer Simpson and Wold, Attorneys, Eugene, Oregon
1977 ? 1979 Special Assistant, Office of the Secretary of Agriculture, Washington, DC
1974 ? 1977 Legislative Assistant, Congressman Jim Weaver (Oregon), Washington, DC
EDUCATION:
1996 ? Certificate of Completion, Program for America's Emerging Political Leaders, Darden School, University of Virginia, Charlottesville, Virginia
1982 ? J.D. University of Oregon School of Law, Eugene, Oregon
1979 ? M.A. University of Oregon Geography Department, Eugene, Oregon
1973 ? B.A. University of Oregon Geography Department, Eugene, Oregon
1972 ? A.A. Southwestern Oregon Community College, Coos Bay, Oregon
BAR MEMBERSHIPS:
1994 United States District Court for the District of Columbia
1993 United States Court of Appeals for the District of Columbia Circuit
1993 District of Columbia Court of Appeals
1991 Supreme Court of the United States of America
1984 United States Court of Appeals for the Ninth Circuit
1983 United States District Court for the District of Oregon
One of the most important copyright and fair use cases of our time has been Google LLC v.
Oracle America, Inc. This case has worked its way through many levels of courts while
examining two key concepts: Are Application Programming Interfaces copyrightable and if they
are, is copying them fair use? This course looks at these two concepts in detail and provides
arguments from Oracle's and Google's advocates on both key topics.
Course Agenda
Background and Technical Context
Two important issues
Arguments that APIs are copyrightable
Arguments that APIs are not copyrightable
Fair Use Doctrine
Arguments that Android using the API was fair use
Arguments that Android using the API was not fair use
Course Credit per State
AZ - General: 2.0 Credits CA - General: 1.5 Credits CT - General: 2.0 Credits FL - General: 2.0 Credits GA - Self Study: 1.5 Credits IL - General: 1.5 Credits MT - Self Study: 1.75 Credits NY - General: 2.0 Credits TX - General: 1.75 Credits VA - General: 1.5 Credits
Course Presenter(s)
Michael Carroll
Michael W. Carroll is a Professor of Law and Director of the Program on Information Justice and Intellectual Property at American University's Washington College of Law.[1][2] Carroll is one of the founding Board Members of Creative Commons, a not-for-profit organization devoted to expanding the range of creative work available for others to legally build upon and share.[1] He also is a member of the Board of Directors of the Public Library of Science PLOS and served on the National Academy of Sciences' Board on Research Data and Information from 2008 to 2013.
This course is designed to provide information for all attorneys with a general interest in
Patent Law as well as those with clients who may have an idea with patent
implications which they might like to explore. Although many areas of Patent Law
do not often change, with advances in technology, medicine and other areas, along
with general updates in rules and regulations specific to Patent Law Practice, this program addresses developments in those areas. Patent Law is a dynamic practice area and Mr. Nielsen's program discusses basic issues and concepts in an easy to understand and enjoyable fashion
Course Agenda
Goals of This Presentation
Understand:
1. What is a patent?
2. What might be patentable in 2021?
3. Important deadlines
4. What patent work you may perform?
5. What patent work (or patent punishment) is reserved for registered patent attorneys?
Course Credit per State
CA - General: 1.0 Credits CT - General: 1.0 Credits FL - General: 1.0 Credits IL - General: 1.0 Credits NY - General: 1.0 Credits TX - General: 1.0 Credits VA - General: 1.0 Credits
Course Presenter(s)
Steven A Nielsen
Based in Larkspur, California, Steven A. Nielsen is a U.S. registered patent attorney with many years of experience in patent procurement and in achieving favorable results in federal court in the field of intellectual properly litigation. Mr. Nielsen is the past chairperson of the Intellectual Property Section of the Marin County Bar Association. Mr. Nielsen received his J.D. in 1987 from Boalt Hall, University of California at Berkeley and also holds a B.A. in Computer Science.
He may be contacted at steve@nielsenpatents.com, on his website, nielsenpatents.com or via his LinkedIn page.
Course Price:
$19.99
Security and Confidentiality for Providing Legal Services Remotely
Security and Confidentiality for Providing Legal Services Remotely Details
Price:
$19.99
Course Description
For lawyers, securing client information is of paramount importance and there can be severe risks that come from not doing so. However, most law firms are not adequately prepared in terms of cybersecurity because they do not invest in the tools necessary to prevent the inadvertent disclosure of, or unauthorized access to, client data. Failure to do so can be devastating for any law firm and the shift to working remotely due to COVID-19 has exacerbated the probability of these problems occurring. This program aims to elucidate the importance of cybersecurity for attorneys who are providing legal services from home and how to protect that legal data from potential cyberattacks.
Course Agenda
Why Cybersecurity?
Lawyer's Reasons for Cybersecurity
Model Rules of Professional Conduct
ABA Formal Opinion 477
Lawyers? Legal Obligations
Client Business Areas
Top Security Risks for Law Firms
Internal vs. External Risk
Cybersecurity Preparedness in Law Firms
How to Eliminate High Cyber Risk Vector
Cybersecurity Safeguards
Cybersecurity Habits
Vendor Review - ABA Formal Opinion 08-451
Secure Data
Use Passwords Intelligently
Make it Hard to Unlock with 2FA
Use Secure Communication Channels
Backups
How to Recover from a Cyber Incident
ABA Formal Opinion 483
Cybersecurity Insurance
Virtual-lawyering Risks
CLSMF Experience
Initial Considerations for Success
What Helps
Control #1: Inventory & Control Hardware Assets
Control #2: Inventory & Control Software Assets
Top Threats in 2020
Top Mitigations to Implement in 2020
Course Credit per State
AZ - General: 1.0 Credits CA - General: 1.0 Credits CT - General: 1.0 Credits FL - Technology: 1.0 Credits IL - General: 1.0 Credits NY - General: 1.0 Credits TX - General: 1.0 Credits VA - General: 1.0 Credits
Course Presenter(s)
Joshua Lenon
Joshua Lenon is an attorney admitted to the New York Bar. He studied law at St. Louis University School of Law, obtaining a J.D. degree and a certificate in international and comparative law. During this time, Joshua clerked for the Missouri Attorney General, helping prosecute discrimination claims on behalf of Missouri citizens. He also studied European union law at the University of Georgia School of Law's Brussels Legal Seminar. Joshua has since helped legal practitioners improve their services, working for Thomson Reuters' publishing departments in both the United States and Canada. He currently serves as lawyer-in-residence for Clio, providing legal scholarship and research skills to the leading cloud-based practice management platform.
Sexual Harassment, Attorneys and Social Media Details
Price:
$19.99
Course Description
Recent events show that the issue of sexual harassment in all
areas, specifically the legal field, needs to be addressed. This
discussion addresses the costs of sexual harassment, how the growth of
social media can create harmful sexual harassment situations and how
attorneys can utilize social media to help fight it.
Course Agenda
Sexual Harassment: The Numbers
The Costs of Harassment
ABA Rule 8.4 (g)
Social Media makes it easier to harass
Yik Yak: A Social Media Harassment Case Study
What can be done?
Can Social Media Help?
Course Credit per State
AK - Voluntary: 1.0 Credits CA - General: 1.0 Credits CT - General: 1.0 Credits IL - General: 1.0 Credits MS - General: 1.0 Credits NC - General: 1.0 Credits NJ - General: 1.3 Credits NY - General: 1.0 Credits OH - Self Study: 1.0 Credits OK - Legal Ethics: 1.0 Credits TN - General: 1.0 Credits TX - General: 1.0 Credits UT - Self Study: 1.0 Credits VA - General: 1.0 Credits
Course Presenter(s)
Russell Jackman, Esq.
Russell Jackman, Esq. is owner of Calmputer Consulting Services in Marin County, California. He is a Past President of the California State Bar's Law Practice Management and Technology Section.
The Coronavirus epidemic has been wildly disruptive to many aspects of our lives and
professions and conduction depositions is no exception. Virtual depositions are now standard
and routine and are likely to remain ubiquitous even once the epidemic has abated. In this
course we look at depositions generally from an overview perspective and then examine both
the advantages and disadvantages of virtual definitions. Some important case law examples
are explored and then we conclude with some practical considerations when conducting virtual
depositions.
Course Agenda
High Level Overview
Case Law
Virtual Deposition Mechanics
Advantages of Virtual Depositions
Disadvantages of Virtual Depositions
Practical Considerations of Virtual Depositions
Course Credit per State
AZ - General: 1.25 Credits CA - General: 1.0 Credits CT - General: 1.0 Credits FL - Technology: 1.0 Credits IL - General: 1.25 Credits NY - General: 1.0 Credits TX - General: 1.25 Credits VA - General: 1.0 Credits
Course Presenter(s)
David Graulich, Esq.
Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.
Course Price:
$19.99
Time to Say Goodbye: Ethical Considerations When Ending Client Relationship
Time to Say Goodbye: Ethical Considerations When Ending Client Relationship Details
Price:
$19.99
Course Description
An important yet overlooked issues in practicing law are the ethical considerations when
ending formal relationships with clients. If you work in a large law firm such matters would
hopefully be routine but small firms and private practice attorneys frequently make mistakes in
this area. In this course we look at what the ethical framework is that underlies these
principles. We then examine in detail the two types of withdrawals: optional and mandatory.
Both case law and personal examples are explored to make these concepts concreate. We end
the course by looking at different situations where formally ending a relationship is necessary
and then explore some best practices.
Course Agenda
Overview
Types of Termination
Ethical Framework
Mandatory Withdrawal
Optional Withdrawal
Case Cites/Examples
Personal Examples
Best Practices
Other Situations
Course Credit per State
AZ - Professional Responsibility: 1.0 Credits CA - Ethics: 1.0 Credits CT - Ethics: 1.0 Credits FL - Ethics: 1.0 Credits IL - Professional Responsibility: 1.0 Credits NY - Ethics: 1.0 Credits TX - Ethics: 1.0 Credits VA - Ethics: 1.0 Credits
Course Presenter(s)
David Graulich, Esq.
Mr. Graulich worked over 20 years in journalism and the public relations industry. He represented companies such as PepsiCo, Schwab and Computer Sciences Corp., advising senior executives on communications policies. Mr. Graulich received his law degree at the University of the Pacific - McGeorge School of Law. Mr. Graulich is currently working in private practice and resides in Sacramento, California.
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