Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

How to Avoid Malpractice & Disciplinary Actions – General Do’s and Don’ts

Series: LEGAL ETHICS – BEST PRACTICES 2019

How to Avoid Malpractice & Disciplinary Action

This webinar presents basic practice pointers to avoid committing malpractice and disciplinary actions, and how to respond to claims of malpractice or unethical behavior.  The panel also discusses the role that malpractice insurance plays in these situations and the ramifications of a malpractice judgment or disciplinary action. Model Rules discussed include:  (a) those that govern the client-lawyer relationship (Rule 1.1 through 1.10; 1.13; and 1.16); (b) those that that speak to transactions with persons other than clients (Rule 4.1 through 4.4); Rules 5.1 through 5.5 (dealing with respective responsibilities of a partners/supervisory lawyers, subordinate lawyers, non-lawyer assistance, independence, unauthorized practice of law, and multijurisdictional practice of law); and communication, including advertising and solicitation of clients (Rules 7.1 through 7.5).

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, Financial Poise, West LegalEdcenter


Meet the Panel:


Bernard Burk

Professor Bernard Burk previously taught at the University of North ...

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George Kuney

George W. Kuney is a Lindsay Young Distinguished Professor of ...

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Michelle Gershfeld

Michelle Gershfeld is a bankruptcy attorney, debt negotiator and personal financial ...

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Robert Michaels

Rob is a partner at Goldstein & McClintock, LLP. At G&M, Mr. ...

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