ETHICS FUNDAMENTALS – SAFEKEEPING PROPERTY, COLLECTING FEES, ACTING WITH DILIGENCE
Live Webcast Seminar
ITEM #:  2035702101   |   EVENT CODE:  343648    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

ONLINE

Wednesday, March 24, 2021

9:00 AM - 12:15 PM

LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for the live webcast at no charge.

Ethics Fundamentals – Safekeeping Property, Collecting Fees, Acting with Diligence

In this presentation, the Director of the Office of Lawyers Professional Responsibility and two experienced attorneys discuss basic duties all attorneys must remember and consider to properly execute their professional responsibility to their clients. Topics include:

  • The Ethics of Funds and Files – Satisfying the Duty of Safekeeping Property
  • The Ethics of Clients and Collecting Fees – Fulfilling Your Fiduciary Duty
  • The Ethics of Deadlines and Daily Habits – Discovering the Essence of Diligence

8:30 – 9:00 a.m.
JOIN ONLINE


9:00 – 10:00 a.m.
The Ethics of Funds and Files – Satisfying the Duty of Safekeeping Property
Safekeeping property entrusted to one’s care is a fundamental ethical obligation of every attorney. This session covers common situations where this duty arises and offers sound advice for avoiding pitfalls and mistakes. Learn the rules for properly handling money, information, documents and other property.
– Susan M. Humiston; Office of Lawyers Professional Responsibility; Saint Paul


10:00 – 10:05 a.m.
BREAK


10:05 – 11:05 a.m.
The Ethics of Clients and Collecting Fees – Fulfilling Your Fiduciary Duty
An attorney’s ethical obligations and duty to the client are paramount when creating business practices for collecting fees. This session addresses the ethical considerations involved in attorneys’ fees and collection issues. It offers tips for avoiding pitfalls and offers guidance for creating a billing philosophy and managing client relationships.
– George E. Warner; Warner Law LLC; Minneapolis


11:05 – 11:15 a.m.
BREAK


11:15 a.m. – 12:15 p.m.
The Ethics of Deadlines and Daily Habits – Discovering the Essence of Diligence
An attorney’s ethical duties of diligence, competence and communication are paramount in client relations. Yet we often struggle to fulfill these obligations. Deadlines are often associated with heightened stress, time crunches, and external pressures beyond your control. Instead of motivating you to make steady progress on important projects and cases, deadlines often lead you to procrastinate and seek out mindless distractions and busyness. But by using external deadlines to your benefit and setting self-imposed ones effectively, you help fuel productive action. Deadlines – in combination with daily habits that enable you to pick, prioritize, and perform your big tasks – are the essence of diligence. In this presentation, you will learn how to:

  1. Reframe your perspective on deadlines
  2. Use daily habits like time blocking and time boxing to work diligently on your highest priorities and non-negotiable activities
  3. Develop focus and avoid distractions and interruptions 
  4. Stop procrastinating on difficult tasks that need to get done

Use these skills to address the ethical duties of diligence (Rule 1.3), competence (Rule 1.1) and communication (Rule 1.4).
– Dyan Williams; Dyan Williams Law, PLLC; Minneapolis

LIVE WEBCAST
Wednesday, March 24, 2021
9:00 a.m. – 12:15 p.m.
Attend online

REPLAYS
There are no replays.

$155 MSBA members / $155 paralegals / $175 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 3.0 ethics credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.

MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

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