On-Demand   MP3 Audio
  Also Available in:  On-Demand On-Demand Web Programs On-Demand MP4 - Mobile Video Seg

Ethical Issues in Pro Bono Representation

Recorded on: Dec. 16, 2016
Running Time: 02:03:32

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, Ethical Issues in Pro Bono Representation 2015 will examine everyday issues of ethics and professional responsibility in pro bono and public interest practice. 

You will learn:

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? 
  • Confidentiality, conflicts of interest and privilege
  • Limited scope representation: how it works for firm and in-house counsel
  • Representing clients with diminished capacity

All attorneys working in nonprofit organizations and legal service organizations, as well as those involved in pro bono practice in law firms and corporate legal departments.

Lecture Topics [Total time 02:03:32]

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


  • Introduction* [00:04:30]
    Professor Bruce A. Green, Louis S. Sartori
  • Ethical Issues in Pro Bono Representation [01:59:02]
    Louis S. Sartori, Maurice Segall, Randye Retkin, Jennifer L. Kroman, Sidney Cherubin, Professor Bruce A. Green

Presentation Material


  • Ethical Issues in Pro Bono Representation 2016
  • Hypothetical 1
    Jennifer L. Kroman
  • Roadblocks to Access to Justice: Reforming Ethical Rules to Meet the Special Needs of Low-Income Clients
  • New York City Bar Association: Formal Opinion 1987-2
  • New York County Lawyers’ Association Committee on Professional Ethics: Opinion 742
  • New York State Bar Association Committee on Professional Ethics: Opinion 613
  • New York State Bar Association Committee on Professional Ethics: Ethics Opinion 1012
  • FIA Card Services, N.A. v. James D. Pichette. HSBC Bank Nevada, N.A. v. Robert L Cournoyer. Discover Bank v. Diana L. O’Brien-Auty
  • Hypothetical 2
    Sidney Cherubin
  • Who is the Client? Ethical Issues in Elder Law Practice
  • Ethical Issues in Representing Elderly Clients with Diminished Capacity
  • Statement of Client’s Rights and Responsibilities
    Sidney Cherubin
  • Retainer Agreement
    Sidney Cherubin
  • Hypothetical 3
    Maurice Segall
  • New York Rules of Professional Conduct:a. Rule 1.13: Organization as Client
  • Advice for Lawyers: Navigating the New Realm of Federal Regulation of Legal Ethics
  • Section 65: Representation of corporation
  • Talvy v. American Red Cross
  • Polovy v. Duncan
  • Hypothetical 4
    Randye Retkin
  • Rules Implicated by Hypothetical
    Randye Retkin
  • List of Reference Materials
    Randye Retkin
  • Hypothetical 5
    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
  • Utah State Bar: b. Ethics Advisory Opinion No. 03-02
  • New York Rules of Professional Conduct:c. Rule 1.6: Confidentiality of Information
  • New York Rules of Professional Conduct (Effective April 1, 2009, As amended through January 1, 2014, With Commentary as amended through March 28, 2015)
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.


U.S. MCLE States

Alabama:  PLI’s MP3 audio segments qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

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

Arizona:  PLI’s MP3 audio segments qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s MP3 audio segments are not approved for Arkansas CLE credit.

California:  PLI’s MP3 audio segments qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

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

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 MP3 audio segments qualify as “eCLE” credit. Attorneys are limited to 12credits of eCLE per reporting period, no more than 6 of which may be audio-only.

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

Georgia:  PLI’s MP3 audio segments qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

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

Idaho:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s MP3 audio segments do not qualify for credit.

Iowa:  PLI’s MP3 audio segments qualify as “unmoderated” credit. Attorneys are limited to 6credits of unmoderated programs per reporting period.

Kansas:  PLI’s MP3 audio segments qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s MP3 audio segments qualify as “non-live” credit. Attorneys are limited to 6non-live credits per reporting period.

Louisiana:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 4credits of self-study per reporting period.

Maine:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 5.5credits of self-study per reporting period.

Minnesota:  PLI’s MP3 audio segments qualify as “on-demand” credit. Attorneys are limited to 15on-demand credits per reporting period.

Mississippi:  PLI’s MP3 audio segments qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 6credits of self-study per reporting period.

Montana:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 5credits of self-study per reporting period.

Nebraska:  PLI’s MP3 audio segments qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s MP3 audio segments qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s MP3 audio segments 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 MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 4credits 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 MP3 audio segments 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 MP3 audio segments. Ethics and skills credits may not be earned via MP3 audio segments.

North Carolina:  PLI’s MP3 audio segments qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 15credits of self-study per reporting period.

Ohio:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 12credits of self-study per reporting period.

Oklahoma:  PLI’s MP3 audio segments qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

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

Pennsylvania:  PLI’s MP3 audio segments qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s MP3 audio segments qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s MP3 audio segments qualify as “on-demand” credit. Attorneys are limited to 3on-demand credits per reporting period.

South Carolina:  PLI’s MP3 audio segments qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s MP3 audio segments 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 MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s MP3 audio segments 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 MP3 audio segments qualify as “pre-recorded” credit. Attorneys are limited to 8credits of pre-recorded programs per reporting period.

Washington:  PLI’s MP3 audio segments qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s MP3 audio segments qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s MP3 audio segments 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 MP3 audio segments.

Wyoming:  PLI’s MP3 audio segments qualify as “self-study” credit. Attorneys are limited to 6credits of self-study per reporting period.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s MP3 audio segments 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.”

Ontario (CPD-ON):  PLI’s MP3 audio segments qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s MP3 audio segments can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s MP3 audio segments are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s MP3 audio segments can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s MP3 audio segments may fulfill Australia’s CPD requirements. Credit limits on MP3 audio segments vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Other Credit Types

CPE Credit (NASBA):  Select MP3 audio segments 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.

IRS Continuing Education (IRS-CE):  PLI’s MP3 audio segments may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s MP3 audio segments may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s MP3 audio segments may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s MP3 audio segments may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s MP3 audio segments 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 MP3 audio segments 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 MP3 audio segments are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s MP3 audio segments are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s MP3 audio segments may fulfill ABA credit requirements.

 

Share
Email

  • FOLLOW PLI:
  • twitter
  • LinkedIn
  • GooglePlus
  • RSS

All Contents Copyright © 1996-2017 Practising Law Institute. Continuing Legal Education since 1933.

© 2017 PLI PRACTISING LAW INSTITUTE. All rights reserved. The PLI logo is a service mark of PLI.