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CLE Credit Hours.
Original Seminar Course Length: 2.0 Hours. Ethics
This program will cover the rules of professional conduct as they relate to record keeping and IOLTA management, and offer best practices on how to address audits by the Statewide Grievance Committee. The presenters will also discuss conflicts, common ethical pitfalls, and how to navigate the grievance process.
You Will Learn
Who Should Purchase
All practitioners regardless of experience.
Common Ethics Issues and Addressing IOLTA Audits and Grievances-EYL211130
Cost
Member FREE
Member FREE
Program Date - November 30, 2021
Product ID - EYL211130
Original Seminar Course Length: 2.0 Hours. Ethics
About the Program
This program will cover the rules of professional conduct as they relate to record keeping and IOLTA management, and offer best practices on how to address audits by the Statewide Grievance Committee. The presenters will also discuss conflicts, common ethical pitfalls, and how to navigate the grievance process.
Description
CBA members must log in to the CBA website to access the self-study complimentary on-demand resources. These products are audio/video recordings and course materials from live CLE seminars that are three or more years old.
Non-members should call (844)469-2221 to learn how to become a member to gain access to these free member resources.
Complimentary On-demand Product Disclaimer:
Information contained in this audio/video complimentary on-demand product may be outdated and may not meet the criteria for CLE credit. Accordingly, the CBA is not automatically certifying any Connecticut or New York CLE credits for this complimentary on-demand product. CBA members who view/listen to this complimentary on-demand product may claim Connecticut CLE credit on their own as self-study if they determine that the information provided by the on-demand product is timely and relevant and otherwise meets the criteria in CT MCLE rule 2-27A.Presented by the Young Lawyers Section
- The basics of IOLTA account management
- Best practices to ensure compliance with the relevant rules of professional conduct
- What to expect when a grievance is filed
- How to address conflicts that arise with clients, particularly those that arise during the course of representation
Who Should Purchase
All practitioners regardless of experience.
Speakers
Mark A. Dubois Jonathan E. Friedler
Geraghty & Bonnano LLC, Geraghty & Bonnano LLC,
New London, CT New London, CT
Moderator
Benjamin I. Schimelman
UnitedHealthcare,
Hartford, CT
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