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Limited Scope Representation 2017: Ethical & Practical Challenges

Released on: Nov. 3, 2017
Running Time: 02:08:04

To respond to the access to justice crisis facing the legal system, the civil legal services community and the judiciary have partnered in the expansion of services based on limited scope representation. As a community, we have extensive experience now with limited scope representation models.  Various models with many technology assisted interventions are being developed and information tables, drop-in legal clinics, websites and help lines have expanded.  Limited Scope Representation 2017: Ethical & Practical Challenges will focus on how these models employ best practices to respond to common ethical issues and problems that arise.   

You will learn:

  • Update on ethical issues in limited scope representation, including communication, scope, competence, candor before the tribunal, ghostwriting and conflicts
  • Best practices to respond to the everyday ethics challenges in limited scope programs

Who should attend:

  • Judiciary and court personnel interested in making sure there are adequate safeguards for unrepresented litigants seeking help from a limited scope representation program.
  • Attorney volunteers and pro bono coordinators involved in limited scope representation programs

Lecture Topics [Total time 02:08:04]

Segments with an asterisk (*) are available only with the purchase of the entire program.


  • Introduction* [00:03:45]
    Liliana K. Vaamonde
  • Ethical Issues and Best Practices in Limited Scope Representation [02:04:17]
    Liliana K. Vaamonde, Brenna K. DeVaney, Professor Philip M. Genty, Hasan Shafiqullah, Sidney Cherubin

Presentation Material


  • Limited Scope Representation 2017: Ethical & Practical Challenges
  • The Promise and Potential Pitfalls of Limited Scope Representation and Unbundled Legal Services
    Professor Philip M. Genty
  • The Association of the Bar of the City of New York Committee on Professional Ethics, Formal Opinion 2017-4: Ethical Considerations for Legal Services Lawyers Working with Outside Non-Lawyer Professionals
  • Executive Disorder: Ethical Challenges for Immigration Lawyers Under the Trump Administration
  • When Good Lawyers Go Bad: Strategies to Reduce Your Risks
  • School-Based Clinics: Partnerships to Assist Families and Children
    Brenna K. DeVaney
  • U.S. Department of Justice letter to Northwest Immigrant Rights Project
  • Northwest Immigrant Rights Project v. Sessions
  • Withdrawal of Representation in Immigration Practice
  • CLARO Overview
  • CLARO Intake Form
  • Limited Scope Legal Services Acknowledgement and Understanding
  • New York Rules of Professional Conduct
  • California Rules of Court
  • California Rules of Professional Conduct
  • Trial Court of Massachusetts: Limited Assistance Representation Training Manual
  • Hypotheticals: Limited Scope Representation 2017
Chairperson(s)
Liliana K. Vaamonde ~ Managing Attorney, The Legal Aid Society
Speaker(s)
Sidney Cherubin ~ Director of Legal Services, Brooklyn Bar Association Volunteer Lawyers Project
Brenna K. DeVaney ~ Pro Bono Counsel, Skadden, Arps, Slate, Meagher & Flom LLP
Professor Philip M. Genty ~ Everett B. Birch Innovative Teaching Clinical Professor in Professional Responsibility, Columbia Law School
Hasan Shafiqullah ~ Supervising Attorney, Immigration Law Unit, The Legal Aid Society
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PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


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Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

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Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

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South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

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Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

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IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

 

Related Items

Handbook  Course Handbook Archive

Limited Scope Representation 2017: Ethical & Practical Challenges  
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“I found the presentation to be excellent with a wealth of helpful materials.  Thank you for providing this program!”
2016 Webcast Attendee

“Very, very good program.  Practical and inspirational.”
2016 Webcast Attendee

"As a nonprofit attorney, this was great for in the office work as well as court based clinics. Thank you."
Mercedes Pena, Center for Health Care Rights

“I took this program for ethics credit but I was so pleased to find that I was actually interested in this topic! Access to the justice system has always been my passion.  This program opened my thinking to many possibilities for Nebraska service providers.”
Rae Ann Schmitz, former Executive Director of Mediation West

I appreciated the diverse viewpoints and the variety of programs and organizations covered.
Kristen Levins, Texas Access to Justice Commission


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