This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will discuss a range of recent cases and disciplinary actions concerning lawyer use of technology in law practice. The program will also cover developments in conflicts of interests and lawyer conflicts with clients. The panel will discuss developments related to confidentiality and the attorney-client privilege. They will also cover how the unauthorized practice of law is changing as technology evolves and non-lawyer professionals seek to provide advice around the edges of what has traditionally been understood as legal advice. The evolving standards of multi-jurisdictional practice and the permissibility of giving advice across state lines will also be examined. This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice.
Day 1 – May 12, 2016:
Technology potpourri – review of cases in ethics, law practice, technology and lawyer discipline
Update on the unauthorized practice of law, including outsourcing to non-lawyers
Multijurisdictional practice update – when and how can you advise or enter an appearance across state lines?
Developments in conflicts of interest and conflicts with clients, part 1
Day 2 – May 13, 2016:
Dealing with dishonest clients – duties to client, the court and system, and withdrawing from a representing
Client confidentiality and the attorney-client privilege
Developments in conflicts of interest and conflicts with clients, part 2
Lucian T. Pera
is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law.
is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.
Thomas E. Spahn
is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.