Paralegals are often essential for lawyers to successfully practice law. Paralegals conduct basic legal research, help review documents, prepare documents, and sometimes meet with clients. Still, they are not lawyers and not directly subject to ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper misconduct.
Friday, March 18, 2016
12:00 PM - 1:00 PM
Nebraska Activity #121270, 1.0 hour Ethics
Paralegals are often essential for lawyers to successfully practice law. Paralegals conduct basic legal research, help review documents, prepare documents, and sometimes meet with clients. Still, they are not lawyers and not directly subject to ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper misconduct. Lawyers are responsible for ensuring that their paralegals’ work conforms to ethics rules. If a paralegal’s actions breach client confidentiality, compromise the attorney-client privilege, or otherwise damage a client’s matter, the supervising lawyer is ethically responsible for that misconduct. This program will provide you with a practical guide to how ethics rules make supervising lawyers responsible for the actions of their paralegals.
- Lawyer ethical responsibility (and liability) for paralegal actions
- Source of ethics rules attributing paralegal activity to supervising lawyers
- Conflicts of interest and the attribution of paralegal knowledge about client matters
- Determining when paralegal research and document preparation becomes the unauthorized practice of law
- How paralegals must be instructed about client confidentiality – and lawyer consequences if it’s breached
- Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure
- Issues when paralegals participate in discovery
- Fee sharing with paralegals
Sue C. Friedberg is a partner in the Pittsburg office of Buchanan, Ingersoll & Rooney, PC. She is associate general counsel of the firm and responsible for guiding its attorneys in meeting the standards of ethical law practice. She supervises the firm's conflicts of interest review process and new business intake functions, and provides counsel for the firm as a business entity. Earlier in her career, she focused on corporate finance, securities law, and general business transactions. Ms. Friedberg earned her B.S., magna cum laude, from Georgetown University and her J.D., cum laude, from the University of Pittsburg School of law.
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 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 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.
To Register:Cost $89.00
If you need additional information on your CLE credits please contact:
- Click on abo9ve link
- Click “Login to add to cart” button at the bottom of the program page
- This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
- Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
- Once completed click “Update & Proceed to Payment”
- The final step is to click “Submit Payment”
- At this point you will receive an email confirmation of the purchase
- The day before the Program you will receive the dial in information and program materials
- We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion
Sara Weber, Nebraska State Bar Association
(402) 475-7091 ext # 131; email@example.com