Course1

LIVE REPLAY: Communicating in Opposing Counsel & the Courts: Professionalism and Ethics

$59.00

Effective communication is key to a successful legal practice, especially when dealing with opposing counsel and the courts. This session explores the ethical and professional responsibilities lawyers have in their communications, offering strategies to maintain professionalism even in contentious situations. Learn how to navigate challenging interactions while upholding your ethical obligations.   Highlights:   The ethical guidelines governing communications with opposing counsel. Best practices for clear and professional court filings and oral advocacy. Strategies for managing contentious or unprofessional opposing counsel. Avoiding ethical pitfalls in email and written correspondence. Real-life examples of communication missteps and how to avoid them.   Speaker: TBD

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/26/2026
    Presented
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Course1

LIVE REPLAY: Communicating in Opposing Counsel & the Courts: Professionalism and Ethics

$59.00

Effective communication is key to a successful legal practice, especially when dealing with opposing counsel and the courts. This session explores the ethical and professional responsibilities lawyers have in their communications, offering strategies to maintain professionalism even in contentious situations. Learn how to navigate challenging interactions while upholding your ethical obligations.   Highlights:   The ethical guidelines governing communications with opposing counsel. Best practices for clear and professional court filings and oral advocacy. Strategies for managing contentious or unprofessional opposing counsel. Avoiding ethical pitfalls in email and written correspondence. Real-life examples of communication missteps and how to avoid them.   Speaker: TBD

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/26/2026
    Presented
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Course1

LIVE REPLAY: Joint Representations, Part 1: Civil Litigation Focus

$59.00

Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy.   Part 1: Evaluate when joint representation benefits multiple parties in litigation Identify potential conflicts before they become ethical violations Master consent procedures and documentation for joint representations Understand the scope of shared confidentiality in joint arrangements Learn to structure retainer agreements for multiple-client representations   Part 2: Navigate withdrawal obligations when conflicts develop mid-litigation Handle strategic considerations for managing divergent client interests Address privilege issues unique to joint representation scenarios Develop communication protocols that protect all parties' interests Master fee allocation and billing practices in joint representations   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/29/2026
    Presented
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Course1

LIVE REPLAY: Joint Representations, Part 1: Civil Litigation Focus

$59.00

Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy.   Part 1: Evaluate when joint representation benefits multiple parties in litigation Identify potential conflicts before they become ethical violations Master consent procedures and documentation for joint representations Understand the scope of shared confidentiality in joint arrangements Learn to structure retainer agreements for multiple-client representations   Part 2: Navigate withdrawal obligations when conflicts develop mid-litigation Handle strategic considerations for managing divergent client interests Address privilege issues unique to joint representation scenarios Develop communication protocols that protect all parties' interests Master fee allocation and billing practices in joint representations   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/29/2026
    Presented
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Course1

LIVE REPLAY: Joint Representations, Part 2: Civil Litigation Focus

$59.00

Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy.   Part 1: Evaluate when joint representation benefits multiple parties in litigation Identify potential conflicts before they become ethical violations Master consent procedures and documentation for joint representations Understand the scope of shared confidentiality in joint arrangements Learn to structure retainer agreements for multiple-client representations   Part 2: Navigate withdrawal obligations when conflicts develop mid-litigation Handle strategic considerations for managing divergent client interests Address privilege issues unique to joint representation scenarios Develop communication protocols that protect all parties' interests Master fee allocation and billing practices in joint representations   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 10/30/2026
    Presented
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Course1

LIVE REPLAY: Joint Representations, Part 2: Civil Litigation Focus

$59.00

Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy.   Part 1: Evaluate when joint representation benefits multiple parties in litigation Identify potential conflicts before they become ethical violations Master consent procedures and documentation for joint representations Understand the scope of shared confidentiality in joint arrangements Learn to structure retainer agreements for multiple-client representations   Part 2: Navigate withdrawal obligations when conflicts develop mid-litigation Handle strategic considerations for managing divergent client interests Address privilege issues unique to joint representation scenarios Develop communication protocols that protect all parties' interests Master fee allocation and billing practices in joint representations   Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee.  She is the immediate past chair of the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 10/30/2026
    Presented
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Course1

Ethics in Discovery Practice

$59.00

Navigate the complex ethical landscape of modern discovery practice where technology, cooperation requirements, and zealous advocacy intersect in ways that can create unexpected professional responsibility violations. This essential program addresses the professional conduct standards that govern discovery obligations in today's litigation environment. Master the ethical requirements that ensure competent discovery practice while maintaining client advocacy and professional integrity.   Understand competence and supervision requirements for electronic discovery and technology-assisted review Navigate cooperation obligations and meet-and-confer requirements affecting discovery strategy and advocacy Address document preservation and spoliation prevention duties affecting client counseling and litigation holds Master professional conduct standards governing discovery requests, responses, and privilege assertions   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 11/4/2026
    Presented
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Course1

Ethics in Discovery Practice

$59.00

Navigate the complex ethical landscape of modern discovery practice where technology, cooperation requirements, and zealous advocacy intersect in ways that can create unexpected professional responsibility violations. This essential program addresses the professional conduct standards that govern discovery obligations in today's litigation environment. Master the ethical requirements that ensure competent discovery practice while maintaining client advocacy and professional integrity.   Understand competence and supervision requirements for electronic discovery and technology-assisted review Navigate cooperation obligations and meet-and-confer requirements affecting discovery strategy and advocacy Address document preservation and spoliation prevention duties affecting client counseling and litigation holds Master professional conduct standards governing discovery requests, responses, and privilege assertions   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.  

  • Teleseminar
    Format
  • 60
    Minutes
  • 11/4/2026
    Presented
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Course1

Ethics in Trust and Estate Practice

$59.00

Navigate the unique ethical challenges facing estate planning practitioners where family relationships, multigenerational planning, and complex financial arrangements create sophisticated professional responsibility scenarios. This specialized program addresses the intersection of legal ethics and estate planning practice, from multiple client representation to confidentiality in family settings. Ensure your estate practice maintains the highest ethical standards while serving complex family needs effectively.   Understand multiple client representation rules and conflict identification in family estate planning Navigate confidentiality obligations when representing multiple family members with potentially conflicting interests Address competence requirements for specialized estate planning techniques and tax law compliance Master professional conduct standards affecting estate planning marketing, client development, and fee arrangements   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 11/16/2026
    Presented
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Course1

Ethics in Trust and Estate Practice

$59.00

Navigate the unique ethical challenges facing estate planning practitioners where family relationships, multigenerational planning, and complex financial arrangements create sophisticated professional responsibility scenarios. This specialized program addresses the intersection of legal ethics and estate planning practice, from multiple client representation to confidentiality in family settings. Ensure your estate practice maintains the highest ethical standards while serving complex family needs effectively.   Understand multiple client representation rules and conflict identification in family estate planning Navigate confidentiality obligations when representing multiple family members with potentially conflicting interests Address competence requirements for specialized estate planning techniques and tax law compliance Master professional conduct standards affecting estate planning marketing, client development, and fee arrangements   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 11/16/2026
    Presented
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Course1

The Retiring Lawyer: Client Transition Ethics and File Preservation Duties

$59.00

This program covers the ethical obligations of retiring lawyers, including how to properly transition clients and preserve client files.   Ensure a smooth hand-off of active cases to another lawyer. Maintain confidentiality and follow client instructions. Retain and securely store files for the required retention period.   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 11/19/2026
    Presented
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Course1

The Retiring Lawyer: Client Transition Ethics and File Preservation Duties

$59.00

This program covers the ethical obligations of retiring lawyers, including how to properly transition clients and preserve client files.   Ensure a smooth hand-off of active cases to another lawyer. Maintain confidentiality and follow client instructions. Retain and securely store files for the required retention period.   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 11/19/2026
    Presented
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Course1

LIVE REPLAY: Negotiation Ethics: Balancing Boasts and Integrity

$59.00

Lawyers must be truthful.  Yet they must be zealous in the representation of their clients.  The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client.  The negotiation may be a settlement of litigation or in connection with a transaction. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to his or her client’s interest.   Lawyers may also “puff” or boast, signaling that a negotiating stance is firmer than a client’s true positon or more substantively valid than the law can reasonably support.  At some point, the gray ethical line is tripped and what the lawyer does becomes improper. This program will provide you with a real world guide to ethical issues in lawyer negotiations.  Ethics and ethical drawing lines – what’s an acceptable level of deception in negotiations? Affirmative statements of fact, value or intent in settlements Silence about adverse law in negotiations Silence about facts unknown to an opponent or counter-party Silence about errors in settlement agreements or transactional documents Non-litigation work in another state – “temporary” practice Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.   Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.       

  • Audio Webcast
    Format
  • 60
    Minutes
  • 11/20/2026
    Presented
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Course1

LIVE REPLAY: Negotiation Ethics: Balancing Boasts and Integrity

$59.00

Lawyers must be truthful.  Yet they must be zealous in the representation of their clients.  The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client.  The negotiation may be a settlement of litigation or in connection with a transaction. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to his or her client’s interest.   Lawyers may also “puff” or boast, signaling that a negotiating stance is firmer than a client’s true positon or more substantively valid than the law can reasonably support.  At some point, the gray ethical line is tripped and what the lawyer does becomes improper. This program will provide you with a real world guide to ethical issues in lawyer negotiations.  Ethics and ethical drawing lines – what’s an acceptable level of deception in negotiations? Affirmative statements of fact, value or intent in settlements Silence about adverse law in negotiations Silence about facts unknown to an opponent or counter-party Silence about errors in settlement agreements or transactional documents Non-litigation work in another state – “temporary” practice Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.   Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide.  Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures.  She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee.  She writes and speaks extensively on attorney ethics issues.       

  • Teleseminar
    Format
  • 60
    Minutes
  • 11/20/2026
    Presented
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Course1

Ethics and Changing Law Firm Affiliation

$59.00

Navigate the complex ethical landscape surrounding lawyer mobility where professional opportunity meets client loyalty and professional responsibility obligations in an increasingly competitive legal marketplace. This essential program addresses the professional conduct rules that govern law firm transitions, client solicitation, and file transfer procedures. Master the ethical requirements that ensure compliant lateral moves while protecting client interests and professional standing.   Understand client notification and consent requirements when lawyers change firm affiliation Navigate non-solicitation agreements and their enforceability against departing lawyers and law firms Address file transfer and client property obligations affecting law firm transition procedures Master conflict checking and ethical screening requirements when lawyers join new firms   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 11/23/2026
    Presented
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Course1

Ethics and Changing Law Firm Affiliation

$59.00

Navigate the complex ethical landscape surrounding lawyer mobility where professional opportunity meets client loyalty and professional responsibility obligations in an increasingly competitive legal marketplace. This essential program addresses the professional conduct rules that govern law firm transitions, client solicitation, and file transfer procedures. Master the ethical requirements that ensure compliant lateral moves while protecting client interests and professional standing.   Understand client notification and consent requirements when lawyers change firm affiliation Navigate non-solicitation agreements and their enforceability against departing lawyers and law firms Address file transfer and client property obligations affecting law firm transition procedures Master conflict checking and ethical screening requirements when lawyers join new firms   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 11/23/2026
    Presented
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Course1

LIVE REPLAY: Small Firm Ethics: Tech, Paralegals, Remote & More

$59.00

Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites.  They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps.  Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege.  Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest.  Client development also implicates a range of ethics issues.  It’s a lot to manage for a firm of any size, but particularly for smaller firms.This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners.   Ethical issues for small law firms and solo practitioners Technology – storing client files in “the Cloud,” email traps, and remote networks Pooled Resources – shared office/meeting space, shared support staff, shared technology Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more Paralegals – training and billing, confidentiality and the attorney-client privilege Co-Counsel – ethical responsibilities when practicing with other lawyers   Speakers: Thomas E. Spahn is of counsel in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections.  He has served on the ABA Standing Committee on Ethics and Professional Responsibility and is a Member of the American Law Institute and a Fellow of the American Bar Foundation.  He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 2000 CLE programs throughout the U.S. and in several foreign countries.  Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis.   H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice.  He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements.  He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.”  

  • Audio Webcast
    Format
  • 60
    Minutes
  • 11/30/2026
    Presented
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Course1

LIVE REPLAY: Small Firm Ethics: Tech, Paralegals, Remote & More

$59.00

Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites.  They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps.  Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege.  Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest.  Client development also implicates a range of ethics issues.  It’s a lot to manage for a firm of any size, but particularly for smaller firms.This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners.   Ethical issues for small law firms and solo practitioners Technology – storing client files in “the Cloud,” email traps, and remote networks Pooled Resources – shared office/meeting space, shared support staff, shared technology Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more Paralegals – training and billing, confidentiality and the attorney-client privilege Co-Counsel – ethical responsibilities when practicing with other lawyers   Speakers: Thomas E. Spahn is of counsel in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections.  He has served on the ABA Standing Committee on Ethics and Professional Responsibility and is a Member of the American Law Institute and a Fellow of the American Bar Foundation.  He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 2000 CLE programs throughout the U.S. and in several foreign countries.  Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis.   H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice.  He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements.  He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.”  

  • Teleseminar
    Format
  • 60
    Minutes
  • 11/30/2026
    Presented
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Course1

LIVE REPLAY: 2026 Ethics Update Part 1

$59.00

Stay current with the rapidly evolving landscape of professional responsibility as ethics rules adapt to modern practice realities and technological advancement. This comprehensive program examines the most significant recent developments in legal ethics, from regulatory changes to landmark disciplinary decisions that reshape professional conduct standards. Ensure your practice remains compliant while understanding the practical implications of emerging ethical requirements.   Examine significant disciplinary cases establishing new precedents for professional conduct Understand updated guidance on technology use and data security obligations Address evolving standards for client communication and fee arrangement   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/1/2026
    Presented
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Course1

LIVE REPLAY: 2026 Ethics Update Part 1

$59.00

Stay current with the rapidly evolving landscape of professional responsibility as ethics rules adapt to modern practice realities and technological advancement. This comprehensive program examines the most significant recent developments in legal ethics, from regulatory changes to landmark disciplinary decisions that reshape professional conduct standards. Ensure your practice remains compliant while understanding the practical implications of emerging ethical requirements.   Examine significant disciplinary cases establishing new precedents for professional conduct Understand updated guidance on technology use and data security obligations Address evolving standards for client communication and fee arrangement   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/1/2026
    Presented
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Course1

LIVE REPLAY: 2026 Ethics Update Part 2

$59.00

Building on foundational updates, this advanced program explores complex ethical scenarios and emerging challenges that define the future of professional responsibility. Delve deeper into sophisticated ethical dilemmas involving conflicts of interest, client confidentiality, and professional competence in our rapidly changing legal environment. Master the nuanced analysis required to navigate tomorrow's ethical challenges with confidence and integrity.   Navigate complex conflict scenarios involving multiple clients and business relationships Address advanced confidentiality challenges in team-based and technology-assisted practice Discussion of general trends in rules of professional responsibility   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/2/2026
    Presented
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Course1

LIVE REPLAY: 2026 Ethics Update Part 2

$59.00

Building on foundational updates, this advanced program explores complex ethical scenarios and emerging challenges that define the future of professional responsibility. Delve deeper into sophisticated ethical dilemmas involving conflicts of interest, client confidentiality, and professional competence in our rapidly changing legal environment. Master the nuanced analysis required to navigate tomorrow's ethical challenges with confidence and integrity.   Navigate complex conflict scenarios involving multiple clients and business relationships Address advanced confidentiality challenges in team-based and technology-assisted practice Discussion of general trends in rules of professional responsibility   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/2/2026
    Presented
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Course1

Ethics of Beginning and Ending Client Relationships

$59.00

Navigate the critical ethical considerations that govern client relationship formation and termination where professional responsibility meets practical client service in ways that can determine both case outcomes and professional liability exposure. This essential program addresses the professional conduct rules that govern client engagement and withdrawal procedures. Master the ethical requirements that ensure compliant client relationship management while protecting both client interests and professional standing.   Understand client identification and engagement requirements affecting entity representation and multiple client scenarios Navigate competence and conflict checking obligations when accepting new client matters Address withdrawal obligations and procedures when continued representation becomes impossible or impaired Master file retention and client property obligations affecting client relationship termination procedures     Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/11/2026
    Presented
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Course1

Ethics of Beginning and Ending Client Relationships

$59.00

Navigate the critical ethical considerations that govern client relationship formation and termination where professional responsibility meets practical client service in ways that can determine both case outcomes and professional liability exposure. This essential program addresses the professional conduct rules that govern client engagement and withdrawal procedures. Master the ethical requirements that ensure compliant client relationship management while protecting both client interests and professional standing.   Understand client identification and engagement requirements affecting entity representation and multiple client scenarios Navigate competence and conflict checking obligations when accepting new client matters Address withdrawal obligations and procedures when continued representation becomes impossible or impaired Master file retention and client property obligations affecting client relationship termination procedures     Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/11/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics in a Digital World

$59.00

Technology integration creates unprecedented ethical challenges as traditional professional responsibility concepts meet digital reality in ways the original rule drafters never imagined. This program addresses the complex intersection of legal ethics and modern technology, from cloud computing and mobile practice to social media and virtual client relationships. Master the evolving ethical landscape of digital practice while leveraging technology's benefits for enhanced client service.   Navigate data security and confidentiality requirements in cloud-based and mobile practice environments Address ethical implications of social media use for client development and case investigation Understand competence requirements for technology-assisted legal services and AI integration Manage client relationship boundaries in virtual practice settings and remote service delivery   Speaker: David Hricik is a Professor of Law at Mercer University School of Law, where he teaches courses in legal ethics, patent law and litigation, and federal civil procedure. He has authored or co-authored numerous books on topics such as property law, statutory interpretation, civil procedure, and ethical issues in patent prosecution and litigation. A graduate of the University of Arizona, where he earned his undergraduate degree magna cum laude and Phi Beta Kappa, and Northwestern University School of Law, where he graduated with honors, Professor Hricik practiced law for 15 years before transitioning to academia. He is a member of the American Law Institute and a fellow of the American Intellectual Property Law Association, and he continues to serve as counsel in legal malpractice and ethics matters.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/17/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics in a Digital World

$59.00

Technology integration creates unprecedented ethical challenges as traditional professional responsibility concepts meet digital reality in ways the original rule drafters never imagined. This program addresses the complex intersection of legal ethics and modern technology, from cloud computing and mobile practice to social media and virtual client relationships. Master the evolving ethical landscape of digital practice while leveraging technology's benefits for enhanced client service.   Navigate data security and confidentiality requirements in cloud-based and mobile practice environments Address ethical implications of social media use for client development and case investigation Understand competence requirements for technology-assisted legal services and AI integration Manage client relationship boundaries in virtual practice settings and remote service delivery   Speaker: David Hricik is a Professor of Law at Mercer University School of Law, where he teaches courses in legal ethics, patent law and litigation, and federal civil procedure. He has authored or co-authored numerous books on topics such as property law, statutory interpretation, civil procedure, and ethical issues in patent prosecution and litigation. A graduate of the University of Arizona, where he earned his undergraduate degree magna cum laude and Phi Beta Kappa, and Northwestern University School of Law, where he graduated with honors, Professor Hricik practiced law for 15 years before transitioning to academia. He is a member of the American Law Institute and a fellow of the American Intellectual Property Law Association, and he continues to serve as counsel in legal malpractice and ethics matters.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/17/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics in Real Estate Practice

$59.00

Navigate the unique ethical challenges facing real estate practitioners where multiple party representation, financial conflicts, and professional service boundaries create complex professional responsibility issues. This specialized program addresses the intersection of legal ethics and real estate practice, from dual representation challenges to referral fee arrangements. Ensure your real estate practice maintains the highest ethical standards while serving diverse client needs effectively.   Understand multiple representation rules and conflict identification in real estate transactions Navigate referral and marketing relationships with real estate brokers, lenders, and service providers Address trust account management and escrow responsibilities specific to real estate practice Manage client confidentiality and disclosure obligations in multi-party real estate transactions   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/18/2026
    Presented
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Course1

LIVE REPLAY: Lawyer Ethics in Real Estate Practice

$59.00

Navigate the unique ethical challenges facing real estate practitioners where multiple party representation, financial conflicts, and professional service boundaries create complex professional responsibility issues. This specialized program addresses the intersection of legal ethics and real estate practice, from dual representation challenges to referral fee arrangements. Ensure your real estate practice maintains the highest ethical standards while serving diverse client needs effectively.   Understand multiple representation rules and conflict identification in real estate transactions Navigate referral and marketing relationships with real estate brokers, lenders, and service providers Address trust account management and escrow responsibilities specific to real estate practice Manage client confidentiality and disclosure obligations in multi-party real estate transactions   Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.   Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/18/2026
    Presented
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Course1

LIVE REPLAY: How Ethics Rules Apply to Lawyers Outside of Law Practice

$59.00

Professional responsibility extends far beyond the courtroom and law office, creating unexpected ethical obligations in business ventures, board service, and consulting roles. This program illuminates the often-overlooked ethical duties that follow lawyers into non-practice activities and alternative career paths. Discover how to maintain professional integrity while pursuing diverse opportunities outside traditional legal practice.   Understand when professional conduct rules apply to non-legal business activities and investments Navigate conflicts of interest in corporate board service and consulting arrangements Address advertising and solicitation rules affecting lawyers in business and entrepreneurial roles Manage confidentiality obligations when transitioning between legal and non-legal professional roles   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 12/22/2026
    Presented
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Course1

LIVE REPLAY: How Ethics Rules Apply to Lawyers Outside of Law Practice

$59.00

Professional responsibility extends far beyond the courtroom and law office, creating unexpected ethical obligations in business ventures, board service, and consulting roles. This program illuminates the often-overlooked ethical duties that follow lawyers into non-practice activities and alternative career paths. Discover how to maintain professional integrity while pursuing diverse opportunities outside traditional legal practice.   Understand when professional conduct rules apply to non-legal business activities and investments Navigate conflicts of interest in corporate board service and consulting arrangements Address advertising and solicitation rules affecting lawyers in business and entrepreneurial roles Manage confidentiality obligations when transitioning between legal and non-legal professional roles   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 12/22/2026
    Presented
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