transcript   Transcript

Ethical Gaps, Mishaps and Traps in Real Estate Practice

Recorded on: Mar. 5, 2018
Running Time: 01:02:34

Full Transcript:

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Taken from the Web Program Negotiating Commercial Leases 2018 held March 2018 in New York

Ethical Gaps, Mishaps and Traps in Real Estate Practice [01:02:33]

  • Engagement letter gap 
        o Scope creep 
        o Later transactional conflicts
  • Conflicts issues arising from outside counsel's dealings with in-house counsel acting as owner/officer of property management company and independent counsel versus in-house counsel acting as a party to the transaction
  • Virtual office, multijurisdictional practice/unauthorized practice concerns/confidentiality problems
  • Bottom line for attendees: what is my practical procedural strategic plan to deal with conflicts, keep fees and keep clients 
  • Practical ethical and civility conduct tips for negotiating transactions

The purchase price of this Web Program segment includes the following articles from the Course Handbook available online:

  • PLI Ethics Engagement Hot Topics Issues
    John Busey Wood
  • Scope of Services in Engagement Process
    John Busey Wood
  • New York State Bar Association, Committee on Professional Ethics: Opinion 621 (April 18, 1991)
    John Busey Wood
  • New York State Bar Association, Committee on Professional Ethics: Opinion 738 (April 16, 2001)
    John Busey Wood
  • The Association of the Bar of the City of New York Committee on Professional and Judicial Ethics—Formal Opinion 2008-1: A Lawyer’s Ethical Obligations to Retain and to Provide a Client with Electronic Documents Relating to a Representation (July 2008)
    John Busey Wood
Robert J. Bergson ~ Abrams Garfinkel Margolis Bergson, LLP
Michael E. Meyer ~ DLA Piper LLP (US)
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