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Current Topics in Professional Ethics for Accountants and Attorneys -- Current Topics in Professional Ethics for Accountants and Attorneys

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From the program: Current Topics in Professional Ethics for Accountants and Attorneys

Recorded on: Jul. 18, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. While this program offers CPE (NASBA) credit, it has expired for CLE credit in many states. Please check the credit calculator to the right. No CLE certificate will be issued if credit has expired in your state. Lecture Topics  [01:30:35] Upon the successful completion of this program, the participant will be able to:  ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: Jul. 18, 2016

BROOKE BAILEY: --final session. The topic is Professional Ethics for Accountants and Attorneys, Current Topics. And we'll continue with J. Michael Matthews as the presenter. Again, feel free to chime in with questions or comments. Keep the flow open here. J. MICHAEL MATTHEWS: I do invite a collaborative involvement here, because ethics presents some challenges, opportunities, for discussion, and I'd be delighted to have that discussion. The title ...

New ABA Model Rule of Professional Conduct against Harassment and Discrimination: Understanding the Rule in Detail

On-Demand Web Briefing  On-Demand One-Hour Briefing    

From the program: New ABA Model Rule of Professional Conduct against Harassment and Discrimination: Understanding the Rule in Detail

Released on: Dec. 12, 2016

Please note that this program does not offer Bias or Diversity & Inclusion credit in any jurisdiction. Taken from the briefing New ABA Model Rule of Professional Conduct against Harassment and Discrimination:  Understanding the Rule in Detail recorded December, 2016 in New York. After many years of discussion, the ABA recently amended the Model Rules of Professional Conduct to add 8.4(g), a provision that is termed the anti-harassment ...

New ABA Model Rule of Professional Conduct against Harassment and Discrimination: Understanding the Rule in Detail

Transcripts  Transcripts    

Recorded on: Dec. 12, 2016

AMY TAUB: Hello, my name is Amy Taub, and I am a Program Attorney with PLI, a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise. I would like to welcome you to today's briefing, New ABA Model Rule of Professional Conduct Against Harassment and Discrimination. Understanding the Rule in Detail. Before we begin, I have some administrative announcements. This briefing will ...

Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties -- Special Rules for the Professionals: Return Preparer Penalties and Ethical Standards

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From the program: Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

Recorded on: May. 1, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:01:58] Upon the successful completion of this program, the participant will be able to: Recall the various provisions of Circular 230 applicable to professionals practicing before the Internal Revenue Service (IRS). Identify Circular 230 sanctions applicable to professionals practicing before ...

Ethical Considerations for Attorneys Representing Detained Immigrants

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From the program: Ethical Considerations for Attorneys Representing Detained Immigrants (Free)

Released on: Aug. 3, 2017

As of April 2017, there were 884 individuals detained ICE custody in Northern California alone.  And in fiscal year 2016, the Department of Homeland Security reports having apprehended 530,250 individuals nationwide and conducted a total of 450,954 removals and returns. We are fortunate that in recent months, private and public funding has increased for pro bono representation of detained immigrants in several localities around the country. Representation ...

Trusts and Estates: Asset Protection Planning

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Recorded on: Sep. 13, 2017

Taken from the Web Program Recorded September 11 - 12, 2017 in New YorkTrusts and Estates: Asset Protection Planning [01:04:13]• The need for and ethical considerations in asset protection planning • It's not just self-settled trusts • Domestic and Foreign Asset Protection Trusts – Pros and Cons • Tax Considerations and Compliance  Gideon RothschildThe purchase price of this Web Program segment ...

Critical Ethics Issues for the IP Lawyer

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Recorded on: Oct. 4, 2017

Taken from the Web Program Recorded October 2 - 3, 2017 in New YorkCritical Ethics Issues for the IP Lawyer [00:59:31] Conflicts and disqualification:latest updates on conflicts, disqualification and advance waivers Ethical issues before the USPTO:latest actions by the Office of Discipline and Enrollment Malpractice issues:recent case law concerning standard of care, causation and damages, and the relation of conflicts in proving ...

Ethical Issues in Working with Pro Bono Clients in 2017

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Recorded on: Oct. 30, 2017

Taken from the briefing Ethical Issues in Working with Pro Bono Clients in 2017 recorded October 2017 in New York. Pro Bono clients are like any other clients in many ways. But some Pro Bono clients present ethical issues for attorneys that are often different than presented by fee-paying or contingent fee clients. Lawyers sometimes face difficult questions about defining who the client is, communication with clients, clients with diminished ...

Ethical Issues Confronting Life Sciences Patent Lawyers

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Recorded on: Nov. 2, 2017

Taken from the Web Program Recorded November 1, 2017 in New YorkEthical Issues Confronting Life Sciences Patent Lawyers [01:01:35]This session will address: Ethics before the PTAB Introduction to PTO Rules/ABA Model Rules Atlanta Gas Light Co. v Bennett Regulatory Guards (IPR2015-00826) (compliance with PTAB rules) RPX Corporation v. Applications In Internet Time, LLC (IPR2015-01750) (protective order obligations) ...

Ethical Issues in Working with Pro Bono Clients in 2017

Transcripts  Transcripts    

Recorded on: Nov. 3, 2017

AMY TAUB: Thank you. Hello. My name is Amy Taub, and I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing-- Ethical Issues in Working with Pro Bono Clients in 2017. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to material for ...

Communications Law in the Digital Age 2017 -- Legal Ethics for Media Lawyers: Current Issues

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From the program: Communications Law in the Digital Age 2017

Recorded on: Nov. 13, 2017

Taken from the Web Program Communications Law in the Digital Age 2017 recorded November 2017 in New York. Legal Ethics for Media Lawyers: Current Issues [01:02:40] When does aggressive lawyering become a “threat?” What are our ethical duties when confidential information is inadvertently disclosed? What are the limitations around our (and our client’s) contact with a represented party? Do changes in ...

19th Annual Commercial Real Estate Institute -- Ethical Issues Facing Real Estate Attorneys

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From the program: 19th Annual Commercial Real Estate Institute

Recorded on: Nov. 13, 2017

Taken from the Web Program 19th Annual Commercial Real Estate Institute San Francisco recorded November 2017 in San Francisco. Ethical Issues Facing Real Estate Attorneys [01:01:50] Who is the client? Conflicts and screening Engagement letters and advance retainers Technology and confidentiality What is Counsel’s responsibility regarding keeping up with relevant technology, and specifically e-discovery under the ...

Legal Ethics for Media Lawyers: Current Issues

Transcripts  Transcripts    

Recorded on: Nov. 13, 2017

SPEAKER 1: May I invite everyone to come back into the room and take your seats. My task for this panel is particularly brief, because all I'm going to do is introduce the moderator, and he'll introduce the panelists. So we're delighted to welcome back, as our moderator, Len Neihoff, who's of counsel at the Honigman Miller Schwartz and Cohn firm in Michigan. But he's also professor from practice at the University of Michigan Law School, where he teaches ...

Trial by Jury 2017 -- Ethical Issues in Jury Trials

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From the program: Trial by Jury 2017

Recorded on: Nov. 15, 2017

Taken from the Web Program Trial by Jury 2017 recorded November 2017 in New York. Ethical Issues in Jury Trials [01:01:38] Avoiding ethical pitfalls and making ethical decisions Preparing a witness without coaching Dealing with a witness whose story changes or conflicts with other evidence Issues involved with using jury consultants and investigating jurors Speakers: Prof. Claudia Angelos (Panel Leader); Mark S. Cohen, ...

Mediation Advocacy: Strategies for Effective and Ethical Lawyering

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Recorded on: Nov. 15, 2017

One-Hour Briefing recorded November 2017 Mediation Advocacy: Strategies for Effective and Ethical Lawyering [01:33:24] Good lawyering can advance a client’s objectives in mediation, but the advocacy skills needed are different from what works at trials and hearings.  This Briefing will identify strategies for getting better outcomes for clients in mediation, and doing so ethically. Michael Starr of Holland & Knight LLP, who served, ...

Ethical Issues in Jury Trials

Transcripts  Transcripts    

Recorded on: Nov. 15, 2017

DAVID MARRIOTT: OK. Why don't we go ahead and get started with our next panel, which will address the ethical issues that arise in jury trials. Our moderator for this panel is Professor Claudia Angelos who is a clinical professor of law at NYU School of Law. She has decades of experience in trying cases and teaching the proper way to try cases. She is a long time past president of the New York Civil Liberties Union. And perhaps most important-- ...

Prison Law 2017 -- Ethical Considerations in Prison Law Matters

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From the program: Prison Law 2017

Recorded on: Nov. 16, 2017

Taken from the Web Program Prison Law 2017 recorded November 2017 in New York. Ethical Considerations in Prison Law Matters [01:02:56] Conflicts of interest Confidentiality Duty of candor How/when an attorney-client or prospective attorney-client relationship is created Prof. Philip M. Genty, Prof. Alexis Karteron  The purchase price of this Web Program segment includes the following article from the Course ...

The Ethics of Electronic Information 2017: Competence, Confidentiality, and Other Ethical Conundrums

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From the program: The Ethics of Electronic Information 2017: Competence, Confidentiality, and Other Ethical Conundrums

Released on: Nov. 23, 2017

Electronic information is all-pervasive and its use and misuse can pose serious ethical problems for attorneys. Attorneys use electronic information to communicate with the public and with clients, to advertise their services, and to prosecute and defend litigation. Electronic communications have now expanded to include social media and that media poses expanded opportunities and risks for attorneys. Learn about the ethical issues arising out ...

Pocket MBA 2017: Finance for Lawyers and Other Professionals -- Ethical Considerations for Counsel in the Business World

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From the program: Pocket MBA 2017: Finance for Lawyers and Other Professionals

Recorded on: Nov. 27, 2017

Taken from the Web Program Pocket MBA 2017: Finance for Lawyers and Other Professionals (NYC) Recorded November 2017 in New York Ethical Considerations for Counsel in the Business World [01:00:39] What exposure does counsel have for participating in the negotiation and execution of contracts? Protecting sensitive information and responding ethically to opponents’ probes for it The reach of the duty of confidentiality, and ...

Ethical Considerations for Counsel in the Business World

Transcripts  Transcripts    

Recorded on: Nov. 27, 2017

FRANK WEIGAND: So I'd like to welcome everyone back from the break. We're here for our final panel of what's been a pretty interesting and information-filled two days. This panel will be on ethics, and I'm pleased to be joined by Jim Walker, who is quite the expert on legal ethics. I'll give you a little bit of information about Jim's professional experience. Jim is a partner at Richards Kibbe and Orbe, where he concentrates in government investigations, ...

Patent Litigation 2017 -- Ethics in Patent Litigation – Jury Research, Including Use of Social Media

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From the program: Patent Litigation 2017

Recorded on: Nov. 28, 2017

Taken from the Web Program Patent Litigation 2017: Advanced Techniques & Best Practices Recorded November 2017 in New York Ethics in Patent Litigation – Jury Research, Including Use of Social Media [01:01:17] Jury trials present unique ethical issues. This year’s ethics session will focus on some of these issues, including the limits of jury research in the trial venue, research into Internet usage by potential jurors and the ...

Ethics in Patent Litigation – Jury Research, Including Use of Social Media

Transcripts  Transcripts    

Recorded on: Nov. 28, 2017

SPEAKER: Thanks. For our last session, it's the ethics session. And this year, the topic is one that we think is very timely. And it's the ethics of social media in jury research. Our speakers are Michael Smith from Siebman, Burg, Phillips & Smith, in the Eastern District of Texas, and Dan Wolfe from DecisionQuest. Who's speaking first? DAN WOLFE: I'm going to go first. SPEAKER: OK, thank you. Thank you for coming. DAN WOLFE: Absolutely. Good afternoon, ...

Hedge Fund and Private Equity Enforcement & Regulatory Developments 2017 -- Thorny Hedge Fund Hypotheticals - Ethical Issues

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From the program: Hedge Fund and Private Equity Enforcement & Regulatory Developments 2017

Recorded on: Dec. 5, 2017

Taken from the Web Program Hedge Fund and Private Equity Enforcement & Regulatory Developments 2017 Recorded December 2017 in New York Thorny Hedge Fund Hypotheticals - Ethical Issues [01:00:06] Multiple representation issues in government investigations Dodd-Frank whistleblower protections in investigations and separation agreements Self reporting – should I or shouldn’t I and will it matter? Attorney-client ...

Understanding the Intellectual Property License 2017 -- Ethical Issues in Licensing

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From the program: Understanding the Intellectual Property License 2017

Recorded on: Dec. 8, 2017

Taken from the Web Program Understanding the Intellectual Property License 2017 (SF) Recorded December 2017 in San Francisco Ethical Issues in Licensing [01:01:20] Candor and deceit Communicating with an adverse party Out-of-state practice and the unauthorized practice of law Competence to handle negotiation Application of rules in actual cases Speaker: Cassidy E. Chivers The purchase price of this Web Program segment ...


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