On-Demand   On-Demand Web Programs

Ethical Issues in Pro Bono Representation 2017

Released on: Dec. 21, 2017
Running Time: 02:02:36

As part of PLI’s commitment to public service and the pro bono activities of the legal community, there is no fee to attend this program.

Using a lively, interactive format, this program will examine everyday issues of ethics and professional responsibility in pro bono and public interest practice.

Within the context of pro bono representation, using “all-new” hypotheticals as the basis of discussion, this program will review issues concerning:
  • Who is the client? 
  • Lawyers serving on nonprofit boards 
  • Limited scope representation
  • Representing clients with diminished capacity
  • Lawyers working with non-lawyer professionals 
  • Client fraud and attorney-client privilege
Lecture Topics [Total time 00:02:10]
Segments with an asterisk (*) are available only with the purchase of the entire program.
  • Introduction* [00:05:09]
    Professor Bruce A. Green, Louis S. Sartori
  • Ethical Issues in Pro Bono Representation [01:57:27]
    Professor Bruce A. Green, Louis S. Sartori, Sidney Cherubin, Jennifer L. Kroman, Randye Retkin, Maurice Segall

Presentation Material

  • Ethical Issues in Pro Bono Representation 2017
  • Hypothetical 1
    Louis S. Sartori
  • Revisiting the Crime-Fraud Exception to the Attorney-Client Privilege: A Proposal to Remedy the Disparity in Protections for Civil and Criminal Privilege Holders
  • Ethics Advisory Opinion No. 03-02
  • Hypothetical 2
    Jennifer L. Kroman
  • New York State Bar Association Committee on Professional Ethics, Opinion 1010
  • Restatement of the Law Third, The Law Governing Lawyers, Section 99
  • Philadelphia Bar Association Ethics Opinion 91-32
  • Professional Ethics of The Florida Bar, Opinion 02-5
  • Ethical Issues in Representing Children in Immigration Proceedings
  • Hypothetical 3
    Sidney Cherubin
  • Ethical Issues for Attorneys When Dealing with Clients Who May Have Diminished Capacity
  • Who is the Client? Ethical Issues in Elder Law Practice
  • Ethical Issues in Representing Clients with Diminished Capacity
  • New York State Bar Association Committee on Professional Ethics: Ethics Opinion 986
  • New York State Bar Association Committee on Professional Ethics: Opinion 746
  • Hypothetical 4
    Maurice Segall
  • Serving on a Nonprofit Board: Identifying and Resolving Ethical Issues
  • Sitting On Vs. Sitting In On Your Client’s Board of Directors
  • Legal Status of the Lawyer-Director: Avoiding Ethical Misconduct
  • Attorneys Serving as Trustees of Nonprofits
  • Ethical Dilemmas of the Volunteer Lawyer/Nonprofit Director
  • United States v. United Shoe Machinery Corporation
  • Feit v. Leasco Data Processing Equipment Corporation
  • Blakely v. Lisac
  • United States v. International Business Machines Corporation
  • Deutsch v. Cogan
  • Urban Box Office Network, Inc. v. Interfase Managers
  • Hypothetical 5
    Randye Retkin
  • Reference Materials: Working with Non-Lawyer Professionals
    Randye Retkin
  • Hearing Stories Already Told: Successfully Incorporating Third Party Professionals into the Attorney-Client Relationship
  • New York Rules of Professional Conduct (Effective April 1, 2009, as amended through January 1, 2017, with commentary as amended through January 1, 2017)
Co-Chair(s)
Professor Bruce A. Green ~ Director and Louis Stein Chair, Louis Stein Center for Law and Ethics, Fordham University School of Law
Louis S. Sartori ~ Director, Pro Bono Practice, The Legal Aid Society
Speaker(s)
Sidney Cherubin ~ Director of Legal Services, Brooklyn Bar Association Volunteer Lawyers Project
Jennifer L. Kroman ~ Director of Pro Bono Practice, Cleary Gottlieb Steen & Hamilton LLP
Randye Retkin ~ Director and Founder, LegalHealth, New York Legal Assistance Group
Maurice Segall ~ Director, NY and Fairfield County Program, Pro Bono Partnership
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

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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Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

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

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

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New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

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.

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

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

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

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

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Rhode Island:  PLI’s on-demand web programs qualify as “video replay” credit. Attorneys are limited to 6 video replay credits per reporting period.

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

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.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s on-demand web programs may fulfill CLPD credit requirements.


Other Credit Types

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

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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.

Certified Financial Planners (CFP):  PLI’s on-demand web programs are not approved for CFP credit.

 

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"Best ethics seminar I’ve ever taken!"
Jody Neal-Post

"The web seminars make it easy to get a handle on pro bono matters and I appreciate that they are given with no charge."
Susan Cohen

"This program provided helpful insight into limited-scope representation and ethical responsibilities in pro bono cases."
Christopher Bordelon

"Very well done and interesting."
Denise Marzano-Doty, Touro Law Center

"Extremely engaging and interesting topic, wonderfully covered, as usual. I was not familiar with the area and learned a lot!"
- Joanna Smith


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