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Course1

2019 Banking and Commercial Law Update

$175.00
  • Author/Instructor:  Oklahoma Bar Association

2019 Banking and Commercial Law UpdateCosponsored by the OBA Financial Institutions and Commercial Law Section Program Planner:Eric L. Johnson, Hudson Cook, LLP               UCC Article 9 UpdatesFred Miller, Ballard Spahr, LLP          Payment Issues UpdatesAlvin Harrell, Oklahoma City University School of Law           Legal Issues in Financial Technology (Fintech) LendingChris Odinet, University of Oklahoma School of Law           Medical Marijuana, Banking and Ethical IssuesBob Luttrell, McAfee Taft, P.C.                                        Banking, Fraud, Ransomware and Social EngineeringElaine Dodd, Oklahoma Bankers Association              CFPB Updates for the Banking/Commercial PractitionerEric Johnson, Hudson Cook, LLP     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

2019 Labor and Employment Law Update

$175.00
  • Author/Instructor:  Oklahoma Bar Association

cosponsored by the OBA Labor and Employment Law Section  Program Planners:   Kristin Richards, Bass Law Samanthia Marshall, McAfee and Taft   Description: The 2019 OBA Labor & Employment Law Section’s annual CLE features esteemed speakers who are specialists in their fields covering important and relevant legal updates. CLE attendees will receive their ethics credit for the year, and this event serves as a great opportunity for practitioners to network with other attorneys of the labor & employment sector.  The Continuing Evolution of Title VIIElaine Turner, Hall Estill          Ethics in Employment LawC. Scott Jones, Pierce Couth Hendrickson Baysinger and Green, LLP          Oklahoma Medical Marijuana and Patient ProtectionPaul Ross, McAfee and Taft     The Discovery Process: Recipes for Success Panel DefenseRoberta Fields, McAfee and TaftJosh Solberg, McAfee and TaftPlaintiffLeah Roper, Laird Hammons LairdKatherine Mazaheri, Mazaheri Law Firm         Tax Consideration When Settling Employment CasesAmber Hurst, Hammons, Hurts and Associates     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

2020 Banking and Commercial Law Update

$175.00
  • Author/Instructor:  TBD

2020 Banking and Commercial Law Update Program Planner: Eric L. Johnson, OBA Financial Institutions and Commercial Law Section Description:  The 2020 Banking and Commercial Law Update will educate participants on new developments in these areas of law including Uniform Commercial Code Article 9, banking law updates, medical marijuana and the McGirt case, how to handle stress, consumer credit updates and CFPB updates. Instructors include a former law school professor, banking and consumer law regulators, commercial and consumer law practitioners. The Update also contains one hour of ethics credit.UCC Article 9 UpdatesFred H. Miller, Professor of Law (Retired), MinnesotaMedical Marijuana and McGirt v. Oklahoma UpdatesBob Luttrell, McAfee Taft P.C., OKCCFPB Updates for the Banking/Commercial PractitionerEric L. Johnson, Hudson Cook, LLP, OKCDealing with StressMiles Pringle, The Bankers Bank, OKCDr. Pamela Fischer, PHDConsumer Credit Update Steven Coates, General Counsel for the Oklahoma Department of Consumer CreditOklahoma Banking Law UpdatesDudley Gilbert, Oklahoma Banking Department, OKC     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

2020 Indian Law Update

$175.00
  • Author/Instructor:  Oklahoma Bar Association

2020 Indian Law Update Co-sponsored by Indian Law Section Program Planner:  Stephanie Hudson, Executive Director, Oklahoma Indian Legal Services, Inc. Topics to be Addressed:-Update on recent developments in Federal Indian Law and Update on Tribal jurisdiction in Oklahoma-Current & Future Issues in Indian Gaming in Oklahoma-Tribal Agricultural Developments-Legal Research and Tribal Codes-Tribes and Health Issues related to the COVID-19 pandemic-ETHICS – Implicit Bias and practicing in Tribal CourtsIntroduction and OpeningJennifer Lamirand, Crowe & Dunlevy, OKCRev. David Wilson, Oklahoma Indian Missionary Conference, OKCRecent Developments in Indian Law – Part 1Professor Lindsay Robertson, Faculty Director, Center for the Study of American Indian Law and Policy, OU School of Law, NormanProfessor Casey Ross, Director, Indian Law and Sovereignty Center and Clinical Professor of Law, OCUSchool of Law, OKCRecent Developments in Indian GamingMatthew Morgan, Oklahoma Indian Gaming Association Chairman, OKCTribal Codes and Court Decision – Publication and Research InitiativesDarla Jackson, Research and Electronic Resources Librarian, OU School of Law, NormanStephanie Hudson, Executive Director, Oklahoma Indian Legal Services, Inc.Bonnie Shucha, Associate Dean, Library & Information Services, Director of the Law Library, WIDavid Greisen, Chief Executive Officer, Founding Director, Open Law Library, DCRichard Monette, Professor of Law, Director, Great Lakes Indian Law Center, WIChristina Steinbrecker Jack, Vice President, Product and Content at Fastcase, DCTribal Agricultural Programs, Opportunities, and DevelopmentsCarly Hotvedt, Director of Tribal Enterprise, University of Arkansas Indigenous Food and Agriculture ImitativeRecent Developments in Indian Law – Part 2Terra Branson-Thomas, Secretary of the Nation and Commerce, Muscogee (Creek) Nation, OkmulgeeProfessor Emeritus Frank Pommersheim, Author, SDEthics – Implicitly Bias Against Tribal Court SystemsOklahoma Supreme Court Justice Dustin P. Rowe, OKCProfessor Emeritus Frank Pommersheim, Author, SD     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

2020 Labor and Employment Law Update

$175.00
  • Author/Instructor:  Oklahoma Bar Association

2020 Labor and Employment Law Update Description: The 2020 OBA Labor and Employment Law Section’s annual CLE features esteemed speakers who are specialists in their fields covering important and relevant legal updates. CLE attendees will receive their ethics credit for the year, and this event serves as a great opportunity for practitioners to network with other attorneys of the labor & employment section.TOPICS include but are not limited to the following:· The Impact of COVID-19 on Employment Law· The Year in Review – Significant Developments in Employment Law/Title VII· Ethics in Employment LawRepresenting Clients in LGBT+ Cases after Bostock: Perspective from Both Sides of the AisleAmber Hurst, Hammons & Hurst – Plaintiff’s CounselElizabeth Bowersox, McAfee & Taft – Defense CounselDiscovery Strategies in Employment Cases from Both Sides of the AisleLeah Roper, Center for Employment Law – Plaintiff’s CounselRachel Bussett, Bussett Legal Group, PLLC – Plaintiff’s CounselAllen Hutson, Crowe & Dunlevy – Defendant’s CounselRepresenting Employment Clients During a PandemicJillian Mershon, Mazaheri Law Firm – Plaintiff’s CounselKim Tran, Ogletree Deakins – Defendant’s CounselEthics of Communications with Defendant Employer’s EmployeesJoshua Solberg, McAfee & Taft     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

2021 Advanced Bankruptcy - Day One

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Day One - 2021 Annual Advanced Bankruptcy 2021 Case Law ReviewBrandon Bickle, GableGotwalsSubchapter V UpdateMark Craige, Crowe & DunlevyHotel RestaurantRobert Haupt, Lathrop GPM, LLPEthics: Cyber SecurityGeoff Wilson, GoSecurityProCash Collateral BudgetingDavid Prelle Eron, Prelle Eron & Bailey, P.A.EthicsGina Hendryx, Oklahoma Bar Association - General Counsel     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 12/2/23
    Avail. to
  • DETAILS
Course1

2021 Banking and Commercial Law Update

$175.00
  • Author/Instructor:  Oklahoma Bar Association

2021 Banking and Commercial Law Update Program Planner:  Eric Johnson, Hudson Cook, LLP  Cosponsored by the OBA Banking and Commercial Law Section        McGirt Update and Phishing Attempts (and Successes)Bob Luttrell, III, Of Counsel, McAfee & Taft, P.C.         Litigation and Class Actions Against Financial InstitutionsLyndon Whitmire, Director, Phillips Murrah, P.C. Faster PaymentsMiles Pringle, SVP & General Counsel / Malinda Rickel, SVP & COO, The Bankers Bank             Title Issues and Fallout from McGirt CaseSarah Moore, Underwriting Counsel, First American Title Insurance CounselBanking Updates and Questions Posed to the Banking DepartmentMatt Mowdy, General Counsel for the Oklahoma Banking Department              Cybersecurity for Lawyers (Ethics)Geoff Wilson CFPB Updates for the Banking/Commercial LawyerEric Johnson, Partner, Hudson Cook, LLP     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 390
    Min.
  • 10/29/23
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Course1

2021 Employment Law Seminar

$225.00
  • Author/Instructor:  Oklahoma Bar Association

2021 Employment Law Seminar  Presented by  Oklahoma Employment Lawyers Association and  Oklahoma Bar Association's Labor and Employment Law Section Advising Employers in the Changing COVID-19 Business EnvironmentSpeaker:  Christine Cave, Employers Legal Resource CenterTudor v. Southeastern Oklahoma State University: Trial, Verdict, Appeal and Reversal; Analysis of the Tenth Circuit’s Holding on Reinstatement and Front Pay from Plaintiff’s CounselSpeaker:  Ezra Young, Visiting Assistant Profession of Cornell Law School;Brittany M. Stewart, National Litigation Law GroupNavigating the Ethical Landscape of Communicating with and Representing Non-Party Witnesses (Ethics) Speaker: Amber L. Hurst, Hammons, Hurst & AssociatesTips from the Bench: Practical and Ethical Tips to Litigation and Trial (Ethics)Speaker:  Hon. Judge Natalie Mai, Oklahoma County District JudgeFailure to Represent Claims: Unique Issues in Litigation, Trial and Post-Verdict Motions  Speaker:  Cynthia D’Antonio, Green, Johnson, Mumina & D’AntonioTenth Circuit Update: Key Cases & AnalysisSpeaker:  Jonathan Irwin, Ward & Glass;Leah M. Roper, Center for Employment Law   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 480
    Min.
  • 12/3/23
    Avail. to
  • DETAILS
Course1

2021 Ethics in Civil Litigation Update, Part 1

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.  Day 1: Ethics and technology in law practice review Ethics and settlement agreements Recent developments in conflicts of interest, part 1 Day 2: Ethics, evidence and witnesses Developments in confidentiality and preserving the attorney-client privilege Recent developments in conflicts of interest, part 2   Speakers: 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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 6/9/23
    Avail. to
  • DETAILS
Course1

2021 Ethics in Civil Litigation Update, Part 2

$85.00
  • Author/Instructor:  2021 Ethics in Civil Litigation Update, Part 2

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements.  The program will feature its annual tour of the waterfront of technology issues in litigation practice.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.  Day 1: Ethics and technology in law practice review Ethics and settlement agreements Recent developments in conflicts of interest, part 1 Day 2: Ethics, evidence and witnesses Developments in confidentiality and preserving the attorney-client privilege Recent developments in conflicts of interest, part 2   Speakers: 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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 6/10/23
    Avail. to
  • DETAILS
Course1

2021 Ethics Update, Part 1

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and ethics in co-counsel and referral relationships. The panel will also discuss highly sensitive issues when lawyers learn that their clients are engaged in misconduct – what do you do and when?This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics of co-counsel relationships: Are you your brother’s keeper? Ethics and client misconduct: What to do? Developments in conflicts of interest, part 1 Day 2 : Technology and law practice: annual potpourri update Developments in confidentiality and the attorney-client privilege Developments in conflicts of interest, part 2   Speakers: 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.  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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 2/10/23
    Avail. to
  • DETAILS
Course1

2021 Ethics Update, Part 2

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and ethics in co-counsel and referral relationships. The panel will also discuss highly sensitive issues when lawyers learn that their clients are engaged in misconduct – what do you do and when?This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics of co-counsel relationships: Are you your brother’s keeper? Ethics and client misconduct: What to do? Developments in conflicts of interest, part 1 Day 2: Technology and law practice: annual potpourri update Developments in confidentiality and the attorney-client privilege Developments in conflicts of interest, part 2   Speakers: 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.  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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 2/11/23
    Avail. to
  • DETAILS
Course1

2021 OBA Family Law Section Annual Meeting

$175.00
  • Author/Instructor:  Oklahoma Bar Association

2021 OBA Family Law Section Annual Meeting and CLE     Use of a Guardian Ad Litem~ As Seen Through The Lenses of a Judge, Attorney and GALJudge Kaitlyn Allen, Oklahoma CountyMichelle SmithMichelle GreeneLaura BaysingerDeb Perdue Recent Developments in Family Law Professor Robert G. Spector Secondary Trauma / Compassion Fatigue (Ethics) Robyn Goggs, LPC, ME, DMin A New Day Counseling, Inc. OBA Lawyers Helping Lawyers     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 270
    Min.
  • 11/11/23
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  • DETAILS
Course1

2021 Women in Law Conference - Civility in the Courtroom (ethics)

$50.00
  • Author/Instructor:  Oklahoma Bar Association

2021 Women in Law Conference - Civility in the Courtroom (ethics) Civility in the Courtroom (ethics) Moderator:  Kathleena KrunkChief Judge Janice Loyd, United States Bankruptcy Court, Western District of OklahomaJudge Sarah Hall, U.S. Bankruptcy Court, Western District of OklahomaMagistrate Judge Suzanne Mitchell, United States District Court, Western District of Oklahoma     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 10/2/23
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  • DETAILS
Course1

2021 Women in Law Conference - The Right to Bare Arms: What Your Style Says About You (ethics)

$25.00
  • Author/Instructor:  Oklahoma Bar Association

2021 Women in Law Conference - The Right to Bare Arms: What Your Style Says About You (ethics)   The Right to Bare Arms: What Your Style Says About You (ethics)Katherine Mazaheri, Mazaheri Law Firm, Oklahoma CityMary Rahimi, Mazaheri Law Firm, Oklahoma City     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 30
    Min.
  • 10/2/23
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Course1

2021 Year End Review - Day One

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Day One - 2021 Year End Review Wellness WorkshopRobyn Goggs, Chance to Change, Oklahoma City Workplace Marijuana IssuesCharlie Plumb, McAfee & Taft, Tulsa Health Law UpdateMaggie Martin, Crowe & Dunlevy, Oklahoma City Criminal Law UpdateBarry L. Derryberry, Assistant Federal Public Defender, Tulsa   Oklahoma Tax Law UpdateRachel Mathew, Partner, Polston Tax Resolution & Accounting Cannabis Law UpdateAmber Peckio Garrett, Amber Law Group, TulsaFelina Rivera, The Felina Firm , Oklahoma City                Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.     

  • On-Demand
    Format
  • 360
    Min.
  • 12/16/23
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  • DETAILS
Course1

2021 Year End Review - Day Two

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Day Two - 2021 Year End Review           Business and Corporate Law UpdateGary Derrick, Derrick and Briggs, LLP, Oklahoma City            Law Office Management and Technology UpdateJim Calloway, Director of Management Assistance Program, OBA, Oklahoma CityJulie Bays, Practice Management Advisor, OBA, Oklahoma City                   Real Property UpdateKraettli Epperson, Mee Mee Hoge & Epperson, PLLP, Oklahoma City               Estate Planning & Probate Law UpdateDavid P. Hartwell, David P. Hartwell, PC, Oklahoma City                     Family Law UpdateProfessor Robert Spector, University of Oklahoma College of Law, Norman                 Ethics Update Gina Hendryx, General Counsel, OBA, Oklahoma City      Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 12/17/23
    Avail. to
  • DETAILS
Course1

2022 Ethics and Social Media Update

$85.00
  • Author/Instructor:  Thomas E. Spahn

Lawyers use social media technology to collect and share information, and communicate with others, not only personally but also when acting as lawyers. Important and probative information about a case can be more easily found on social media than elsewhere. Social media is also easily used to communicate with existing or potential clients, colleagues or opposing lawyers, and the public. These and other uses of social media raise substantial ethical issues for lawyers – competence, confidentiality, preservation of the attorney-client privilege, and honesty.  This program will provide you with a practical guide to ethical issues when lawyers use social media for communication purposes in law practice. Communicating with parties, opposing attorneys, and witnesses via social media Researching jurors, parties, witnesses and judges via social media Ethical issues with blogging, e-newsletters/law updates to clients, posting video “Friending” or otherwise connecting with judges, witnesses and others on social media Trends in texting, confidentiality, and discoverability Using web sites, online advertising and social media for client development   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.     

  • On-Demand
    Format
  • 60
    Min.
  • 7/12/24
    Avail. to
  • DETAILS
Course1

2022 Ethics in Litigation Update, Part 2

$85.00
  • Author/Instructor:  Lucian Pera, William Freivogel, Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.  Day 1: Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1 Day 2: Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: 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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com <http://www.freivogelonconflicts.com/> .  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/8/24
    Avail. to
  • DETAILS
Course1

2022 Ethics Update Part 1

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1 Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2   Speakers: 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.  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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.  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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 2/8/24
    Avail. to
  • DETAILS
Course1

2022 Ethics Update Part 2

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1 Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2   Speakers: 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.  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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 2/9/24
    Avail. to
  • DETAILS
Course1

2022 Women In Law Conference - CLE and Awards Luncheon

$200.00**

WIL Section members:  Price $175 for early-bird registrations, $200 for regular registrations.  Price includes the Mona Salyer Lambird Spotlight Awards Luncheon and Keynote Presentation featuring Lilly Ledbetter. Government Lawyers:  Price $125 for early-bird registrations, $150 for regular registrations.  Price includes the Mona Salyer Lambird Spotlight Awards Luncheon and Keynote Presentation featuring Lilly Ledbetter.  - email Renee at reneem@okbar.org or call 405-416-7029 to receive this discount All other:  Price $200 for early-bird registrations, $225 for regular registrations.  Price includes the Mona Salyer Lambird Spotlight Awards Luncheon and Keynote Presentation featuring Lilly Ledbetter. The 2022 Women in Law Conference will feature an excellent lineup of speakers, including Mona Salyer Lambird Spotlight Awards luncheon keynote speaker, Lilly Ledbetter. Ms. Ledbetter won a multi-million dollar jury verdict in her pay discrimination case that was eventually overturned by the United States Supreme Court. Despite this setback, she continued the fight against gnder pay discrimination and in 2009, the Lilly Ledbetter Fair Pay Act was passed. In addition to Ms. Ledbetter, conference attendees will hear  from a panel of Oklahoma Judges, OU Law Dean Katheleen Guzman, TU Law Professor Sarah Cravens, Rhiannon Baker, Stacy Acord &amp; Katherine Mazaheri. The attendees will receive 6 credit hours, including one hour of ethics, on a variety of topics including the way gender plays a role in attorney misconduct and discipline, how to market yourself to your clients and within your organization, and much more! 8:00am - Registration Opens with light breakfast9:00am - Welcome Introductions9:10am - Session One - Judicial Panel10:00am - Session Two - Dean Katheleen Guzman10:50am - Morning Break11:00am - Session Three - Rhiannon Baker11:50am - Mona Salyer Lambird Spotlight Awards Luncheon and Keynote Presentation featuring Lilly Ledbetter2:00pm - Session Four - Stacy Acord and Katherine Mazaheri2:50pm - Afternoon Break3:10pm - Session Five - Sarah Cravens4:00pm - Closing ReceptionThe prices above includes one Mona Salyer Lambird Spotlight Awards Luncheon ticket.  If you would like to purchases additional tickets, email Renee at reneem@okbar.org or call 405-416-7029 Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • In-Person
    Format
  • 420
    Min.
  • 9/30/22
    Presented
  • DETAILS
Course1

A Comedic De-Briefing of the Law: 2021

$225.00
  • Author/Instructor:  Oklahoma Bar Association

A Comedic De-Briefing of the Law: 2021   Course DescriptionThis class is a comprehensive de-briefing of the law.  Starting with ethics, we review the crazy predicaments some ethically-challenged attorneys have found themselves.  You will have to decide based on the severity of the facts and the relevant model rule, would you take a deal for that violation. While Hollywood might not be setting the finest examples when it comes to actual morals and ethics, they do a good job of exhibiting legal ethics.  We will explore the Model Rules through the eyes of Hollywood.  From Hollywood, it’s not a long journey to our legal rock stars – the Nine! The Supreme Court, aka, the Real League of Justice, has been busy exerting their super hero legal powers.  We will review recent landmark Supreme Court case.  For example, Masterpiece Cakeshop and stale white wedding cake: discrimination or a valid excuse to skip your cousin’s wedding? Finally, we will take a countdown of the Top 10 Wacky cases.  You might be surprised what you will learn about legal strategy from these headline cases. IntroductionDeal or No Deal: Ethics on Trial (ethics) Review of Model Rules 1.1, 1.2, 1.3, 1.4, 1.5, 1.6, 1.7, 1.8, 1.15, 3.3, 3.5, 3.6, 4.1, 7.1, 7.3, 8.3, 8.4 In re Felix Anthony Dejean IV, case no. 16-DB-069 (chest bumping opposing counsel) In re: Michael Peterson (attorney accused of forging judges signature on order)  Jackson v. Bank of America, case no. 16-16685 (11th Cir.) (very, very lengthy complaint) In re: Howard Shipley, case no. 14D2827 (U.S. Supreme Court) In re: Brett Klein (Judge who ordered attorneys be paid in $10 coupons to a woman’s store). In re: M. Scott Vayer, 2018 NY Slip Op 02283, 160 AD3d 232 (Attorney suspended 7 years ago forgot and was suspended again for practicing law) In re: Jamie Casino (review of attorney ads and Rule 7.1) Pi-Net International Inc. v. JPMorgan Chase (Attorney filed brief in excess of 14,000 words by deleting spaces). Board of Professional Responsibility of the Supreme Court of Tennessee v. Larry Edward Parrish, (Attorney suspended 6 months for saying judge took bribes) Law Society of Ontario v. Goldfinger, (attorney advertised that he had the Midas touch). In re Trombley, (Misused trust funds of step sister) In re McMillan, case no. 2016-01327 (NY Supreme Court) (Misused funds from mothers estate to the detriment of sister) In re Mason (Attorney hired prostitute and Rule 8.4) In re David Elliott, commission case no. 2018PR00056 (Attorney was dilatory in registering cars). In re: Ballentine, (Suspended for 2 years for filing taxes late and a criminal conviction for offering taxable goods for sale without a valid sales tax license). In re Swindle, (Attorney threatened to sue school for suspending kindergarten student). In re Hartke, case no. 15-BG-984 (2016) (Attorney suspended 6 months for sleeping during CLE class) In re: Pearson, case no. 15-BD-031 (Attorney sued dry cleaner 67 million for lost pants) Text a lawyer plans In re: Steele, case no. 49S00-1509-DI-527 (Indiana Supreme Court, 2015) (Gave away $150,000 retainer as spot bonuses to employees). In re: Kurzman (case no. A14-1416) (Insinuated witness molested boys) In re: Quitschau, case no. 2017PR00084 (Attorney created fake dating profile for opposing counsel) In re: Salvador Perricone, case no. 17-DB-016 (Louisiana) (Recommended disbarment for blog posts by prosecutor). In re Adams, case no. 2017AP1240 (Wisconsin) (Blogging rules to scare you) In re Gross, case no. 18-72-A1 (Interim suspension for attorney who gambles away money for marijuana business) In re Benbow, (attorney and client caught in a sex act on videotape at courtroom) In re Gaubert, case no. 17-DB-041 (Taxi sex leads to discipline) In re Horton, (judge serves jail time for throwing lavish party with campaign funds). In re: Robert Ratiner, (Childish behavior directed to opposing counsel, including throwing paper wads, threatening witness with jail time, kicked a table leg repeatedly during trial, and asked opposing counsel to remove “that large booger hanging from your nose?”)   Striving to be the best of the best of the best, Sir! Leaning how to be a legal superstar from Hollywood (Professionalism (1.0 hour) and ethics (40 minutes) What is professionalism and how is it different than ethics? Professionalism – striving to be the best of the best of the best! Ethics – “Here lies a lawyer about whom no complaints were made” epithet.   Chief Justice Harold Clarke’s distinction “To my clients, I offer faithfulness, competence, diligence, and good judgment. I will strive to represent you as I would want to be represented and to be worthy of your trust.” WWGPD?  “To the opposing parties and their counsel, I offer fairness, integrity, and civility. I will seek reconciliation and, if we fail, I will strive to make our dispute a dignified one.” “To the courts, and other tribunals, and to those who assist them, I offer respect, candor, and courtesy. I will strive to do honor to the search for justice.”  “To my colleagues in the practice of law, I offer concern for your welfare. I will strive to make our association a professional friendship.” “To the profession, I offer assistance. I will strive to keep our business a profession and our profession a calling in the spirit of public service.” To the public and our systems of justice, I offer service. I will strive to improve the law and our legal system, to make the law and our legal system available to all, and to seek the common good through the representation of my clients. Three Professionalism Tips from Hollywood for 2020 To Kill a Mockingbird – pro bono to a better world! OJ Trial vs. Guyger Trial What role can pro bono play in fostering diversity? What fears/hesitations do you have with pro bono work?  Does justice have a price tag? My Cousin Vinny – being a mentor Dangers of taking a case as a learning experience Pros/cons How can an attorney mentor help alleviate these fears? Few Good Men – How do you approach the practice of law? Type A or Type Z? Parting words from Honest Abe and Gregory Peck    Supreme Court Review Bostock v. Clayton County California v. Texas Arizona Republican Party v. Democratic National Committee Fulton v. City of Philadelphia Iancu v. Brunetti Mitchell v. Wisconsin Quarles v. United States Kisor v. Wilkie Return Mail v. Postal Service Apple v. Pepper National Institute of Family and Life Advocates (NIFLA) v. Becerra Janus v. AFSCME Gill v. Whitford Masterpiece Cakeshop v. Colorado Civil Rights Commission South Dakota v. Wayfair Collins v. Virginia McCoy v. Louisiana Murphy v. NCAA Hawaii v. Trump   Top 10 Wacky Cases State v. Lawrence – restitution for smuggling gold nuggets in his rectum United States v. Chris Collins – dumbest insider trading case in history! Fen-phen litigation – using settlement proceeds to purchase a race horse Bollea v. Gawker – Right to privacy of private parts Deflategate – the Federal Arbitration Act and Arbitrator’s award Cynthia Kissner and Leonard Werner v. McDonalds – a person was forced to buy quarter-pounders with cheese Sugawara v. Pepsico, case no. 2:08-CV-01335 (lawsuit against crunch-berries because no actual berries) United States v. Bishop, (Continuance sought based on eclipse) In re: Subway Footlong Sandwich Marketing and Sales Practices Litigation, case no. 16-1652 (7th Cir.) (Class action setlement rejected because clients received nothing of value). Morland-Jones v. Taerk, case no. CV-12-463877 (Ontario Superior Court) (Parties needed a kindergarten teacher) Asghar v. Alon, 2018 ONSC 3342 (CanLII) (Plaintiff loses defamation case by being such a jerk that court assumes defendants statements have to be true). Nassau County v. Pericles Linardos, (Guy was fined $20,000 for chopping trees in his own yard)   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 600
    Min.
  • 12/28/23
    Avail. to
  • DETAILS
Course1

A Critical Thinking Approach to Legal Ethics

$99.99
  • Author/Instructor:  Oklahoma Bar Association

A Critical Thinking Approach to Legal Ethics   •             Understand the Key Gaps in Model and State Ethics’ Codes•             Learn How to Develop Your Own High Level Set of Ethical Standards•             Learn How to Encourage Other Lawyers to be More Ethical•             Review Recent Oklahoma Cases and Opinions Regarding Ethics•             Become Aware of Covid’s Negative Impact on Legal Ethics and Ethics in the US•             Learn About the “State of the Art” in Lawyer Disciplinary Systems in 2021/2022     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 120
    Min.
  • 9/10/23
    Avail. to
  • DETAILS
Course1

Advanced DUI: Lessons From the National Masters

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Advanced DUI:  Lessons From the National Masters Program Planner / Moderator: Brian K. Morton, OBA Board of Governors, Oklahoma City                       Drug Recognition Evidence:  What the Science & Studies Really Support Doug Murphy, Houston, TX                                   The ABC’s of DUI:  SCRAM, IID, UA and EtGWilliam Kirk, Kirkland, WA National College of DUI Defense                                                                                               Ethics:  It’s All About Vices and VirtuesVirginia Landry, Laguna Hills, CANational College of DUI Defense                  Tear the Whole Place Down:  Attacking Blood Test Results by Attacking Laboratory AccreditationJoe St. Louis, Tuscon, AZNational College of DUI Defense          What if Alcoholism is not a Disease?  Other Ways of Dealing with Addicted ClientsWilliam Kirk, Kirkland, WANational College of DUI Defense               Are Radical New DUI Laws Coming?Bruce Edge, Tulsa John Hunsucker, Oklahoma CityBrian Morton, Oklahoma City     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 360
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Advanced Litigation with Motor Vehicle Accident Cases: So you didn’t settle, now what?

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Advanced Litigation with Motor Vehicle Accident Cases: So you didn’t settle, now what?   Workshop Leaders:Chad Kelliher, Andrea Rust, Jacob Rowe, Dan Hays, Matt Wade, and Kelly Bishop  Learning Objectives: An interactive workshop addressing the following topics:Experts, Matt Wade and Kelly Bishop                Daubert  Interpreting Medical Charts Obtaining and Using Medical Evidence Impeaching Adverse Physicians           Pre-Existing Conditions, Matt Wade and Kelly Bishop Determining Whether the Underlying Injury is Subjective  Past vs. Future Damage Considerations  UIM/UM Jacob Rowe and Andrea Rust, Fulmer Sill UM Coverage Obligations Interpreting Policy Exclusions Finding Sources and Limits of Coverage Valuing/Maximizing the Claim Practice and Procedure Complexities of UM  Bad Faith Jacob Rowe and Andrea Rust, Fulmer Sill Knowing What the Adjuster Has a Right to Receive Vs. Being Abusive  Adjuster Case Evaluation Strategies  Top Bad Faith Insurance Company Tactics and How to Prove Them Incident Scene Investigation Tactics and Biases IMEs  Ethics Dan Hays Defending Malpractice – Where do attorneys go wrong?         Panel Q&A     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 360
    Min.
  • 10/28/23
    Avail. to
  • DETAILS
Course1

Afghan Parolees in Immigration Law

FREE
  • Author/Instructor:  Oklahoma Bar Association

Afghan Parolees in Immigration Law NOTE:  You may hear codewords during these presentations, but they ARE NOT required to receive your Certificate. Welcome and Introduction Larry Davis - Overview of Legal Options for Parolees/Displaced People (history, what the terms mean, what processes exist, etc.) Melissa Lujan - Ethical Considerations in the Representation of Asylees (including ethics in translation, working with trauma survivors, etc.) Lorena Rivas - Legal Structure and Process of Asylum (how the US asylum system works, how-to 589, etc.)     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 180
    Min.
  • 12/13/23
    Avail. to
  • DETAILS
Course1

Breaking Bad Discovery Habits

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Breaking Bad Discovery Habits Learning Objectives:*  The purpose of the Discovery Code and scope of discovery in litigation, including duties in making responses.*  The lack of a basis for commonly-used instructions, general objections and boilerplate objections.*  How to responsibly deal with obstructive discovery and boilerplate objections.*  Overview of appropriate, responsible behavior in depositions.      Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Criminal Justice Act Panel Year-End Seminar

$150.00
  • Author/Instructor:  Oklahoma Bar Association

ANNUAL CRIMINAL JUSTICE ACT PANEL YEAR-END SEMINAR PRESENTED BY THE FEDERAL PUBLIC DEFENDER’S OFFICE FOR THE NORTHERN AND EASTERN DISTRICTS OF OKLAHOMA AGENDA Welcoming Remarks Stephen Greubel, CJA Resource Counsel   Successful Outcomes  Assistant Federal Public Defender  Alexis Gardner   CJA Panel Attorneys Mike AbelMeredith CurnutteJohn Russell The Assimilative Crimes Act and Indian Country – History, Assimilation and Sentencing Jared Guemmer, Research & Writing Specialist  Revisiting Rule 29 and Insufficiency of Evidence Arguments               Stuart Southerland, Research & Writing Specialist   Restitution in Federal Criminal Cases                        Barbara Woltz, Research & Writing Specialist Supreme Court and 10th Circuit Update                   Barry Derryberry, Assistant Federal Public Defender Ethics Considerations in Federal Criminal Defense                                 Neil Van Dalsem, Assistant Federal Public Defender                                                                   Closing Remarks                                                                Stephen Greubel, CJA Resource Counsel                      Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.                        

  • On-Demand
    Format
  • 360
    Min.
  • 12/10/23
    Avail. to
  • DETAILS
Course1

Cybersecurity for Lawyers

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Cybersecurity for Lawyers Lawyers handle sensitive information. This program will help you protect your clients and your firm from cybersecurity threats.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Defending the DUI-Drug Case

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Defending the DUI-Drug Case Brian Morton, Hunsucker Legal Group and Edge Law Firm  Dedicated In Memory of Program Planner:  Sonja Porter, “The DUI Diva”, Sonja Porter Attorney at Law, PLLC Program Description:  DUI-drug cases, especially those involving prescription drugs or medical marijuana, pose different challenges for the defense attorney. Our speakers will give you the latest information about field tests, DRE’s, blood tests, saliva tests, and what it actually means to be “under the influence” of a particular drug, especially in a “per se” state.  Finally, you will learn about the latest in driver’s license issues and any pending legislation.The A, B, C’s of SFTS, ARIDE, and DRE  Anthony D. Palacios, Impaired Driving Specialists, GADrugs in the Blood Analysis Explained  Kourtney Heard, Forensic Toxicology, Oklahoma Bureau of Investigation, EdmondUnderstanding the Effects of Drugs in the BloodDr. William Banner, Integris, OKC            Defending the DUI Drug caseBrad Williams, Bennett & Williams  Cross-Examination of the ARIDE OfficerJohn Collins, Collins, Collins & Ray, P.A.DUI Law UpdatesBrian Morton, Hunsucker Legal Group and Edge Law FirmEthicsMelanie Lander, Edge Law Firm     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 390
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Deposition Disasters - A Presentation on the Standards of Professionalism

$40.00
  • Author/Instructor:  Oklahoma Bar Association

Deposition Disasters - A Presentation on the Standards of Professionalism Oftentimes, professional courtesy is thrown by the wayside, especially in tense or heated moments. In this program, learn from other's mistakes while enjoying an entertaining refresher on the Rules of Professional Responsibility and Standards of Professionalism.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

Disqualification: The Bulwark of Impartiality A Checklist of Ethical Considerations

$50.00
  • Author/Instructor:  Hon. John F. Reif

Disqualification: The Bulwark of Impartiality A Checklist of Ethical Considerations Hon. John F. Reif, Oklahoma Supreme Court     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Estate Planning, Probate & Trust Section Meeting and CLE - 2021 Annual Meeting

$125.00
  • Author/Instructor:  Oklahoma Bar Association

Estate Planning, Probate & Trust Section Meeting and CLEFilmed during the 2021 Annual Meeting Phil Fraim and Alison Cave - EthicsBrittany Littleton, Business Formation Part IIShanika Chapman & Terrell Monks - EthicsShannon Taylor - Guardianship Accounting     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 300
    Min.
  • 11/9/23
    Avail. to
  • DETAILS
Course1

Ethical Issues for Small Law Firms: Technology, Paralegals, Remote Practice & More

$85.00
  • Author/Instructor:  Thomas E. Spahn, H. Michael Drumm

  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 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. 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.”  Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas School of Law.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 2/27/23
    Avail. to
  • DETAILS
Course1

Ethical Issues in Contract Drafting

$85.00
  • Author/Instructor:  Thomas E. Spahn

  Negotiating, drafting and reviewing contracts are processes fraught with ethical issues.  Negotiations sometimes require zealous advocacy, taking maximal positions; other times, they require delicacy and balance. Reviewing and drafting complex contracts is a similar ethical minefield. If you discover that the draft of a contract contains materially incorrect assumptions about the law but which will benefit your client, do you have the duty to disclose or correct the error?  In the same way, if the contract contains faulty assumptions about material facts, must you disclose those faulty assumptions?  And how do these rules apply when drafting a contract?  This program will provide you with a real world guide to the ethics of negotiating, drafting and reviewing contracts.   The law – when you know a counterparty has made faulty assumptions benefiting your client, must you say? The facts – when a counterparty makes faulty factual assumptions, must you correct? Ethics and rescission – are you ever ethically obligated to rescind or restate a contract? Ethics in negotiations – what’s the line between zealous representation and deception?    Speaker: 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 5/28/23
    Avail. to
  • DETAILS
Course1

Ethical Issues When Representing the Elderly

$85.00
  • Author/Instructor:  Thomas E. Spahn, Missia H. Vaselaney

  Many ethical issues arise when lawyers represent elderly clients. Foremost among these issues is determining whether a client has the capacity to make valid decisions – and if not, then what? There are many conflict of interest issues, including whether direction is taken from the elderly person or another person (often an adult child) who is paying for the representation. There are also issues involving the exercise of undue influence by a caregiver or other person, including the validity of gifts to that person. Issues of preserving confidentiality and the attorney-client privilege when meetings are held in the presence of children or caregivers are also very important. This program will provide you with a practical guide to the most important ethical issues when lawyers represent elderly clients.   Determining whether your elderly client has capacity – and identifying your client Practical alternatives if you determine a client doesn’t have capacity Conflicts of interest between the elderly client and the person paying for the representation, including the validity of gifts Preserving confidentiality and the attorney-client privilege when a caregiver or third party is in client meetings Clients who lose capacity during a continuing representation Ethical issues involved with undue influence over the elderly – what should you do? Elder abuse issues – how to spot it and what to do if you discover it   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. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 1/21/23
    Avail. to
  • DETAILS
Course1

Ethics & Artifcial Intelligence: What Lawyers Should Know

$85.00
  • Author/Instructor:  Thomas E. Spahn

The use of artificial intelligence is not some distant prospect.  Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff?  This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice.   What duties do lawyers have to investigate and understand AI in the tools they use? Does AI constitute the unauthorized practice of law (UPL) in a state? Do software packages that draft language and assemble forms violate ethics rules? What supervisory and training obligations do lawyers have for non-lawyer staff using these tools? Are there ethics concerns of using AI in discovery? Must lawyers warn clients that they use AI?   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 12/10/23
    Avail. to
  • DETAILS
Course1

Ethics and Changing Law Firm Affiliation

$85.00
  • Author/Instructor:  Matthew Corbin

When a lawyer moves from one firm to another, it can be a fairly dramatic event.  The ethical issues for the lawyer and for his or her prior firm and new firm are substantial.  There are issues of when and how to communicate to clients and whether it’s done by the lawyer or the firm. There are issues of ongoing matters and what to do with client files.  In ongoing litigation or transactional matters, do lawyers withdraw pending a client decision about whether to move the matter to the lawyer’s next firm?  Is withdrawal even permitted?  There are also issues of conflicts of interest and how they are managed – for the lawyer who is changing law firm affiliation and for the firms involved. This program will provide you with a practical guide to ethical issues when lawyers change law firm affiliation.   Ethical issues when lawyers change law firm affiliation Propriety and timing of communications with the departing lawyer’s clients – by the lawyer or the firm? Ownership and transfer of client files among law firms Ongoing litigation or transactional matters – is withdrawal permissible? Diligence for the new firm– conflicts, confidentiality, and screening Issues when a solo practitioner joins a multi-lawyer firm   Speaker: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 11/18/22
    Presented
  • DETAILS
Course1

Ethics and Conflicts with Clients, Part 1

$85.00
  • Author/Instructor:  William Freivogel

Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions?  What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose?   Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 12/20/23
    Avail. to
  • DETAILS
Course1

Ethics and New Clients: Inadvertent Clients, Intake, and more

$85.00
  • Author/Instructor:  Matthew Corbin, Mark A. Webster

Getting a client relationship right from the outset – defining scope, setting reasonable expectations – greatly helps set up the relationship for success and helps avoid disputes with clients.  There are issues of identifying and clearing conflicts of interest, or getting them waived in writing.  There are issues of explaining billing policies to clients, ensuring they understand, and putting it in writing. There are issues of communication – explaining how and when you will communicate with clients about their case, and about decision-making.This program will provide you a practical guide to drafting engagement letters and best practices in new client intake.  Engagement letters – best practices in setting scope and expectations Explaining bill rates and practices – tips on avoiding disputes Conflict of interest clearance – current clients, past clients Drafting and obtaining conflict of interest waivers Attorney-client privilege considerations   Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law. Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services.  He consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.  Mr. Webster received his B.A. from the University of Kansas and his J.D. from Vanderbilt University Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 7/21/23
    Avail. to
  • DETAILS
Course1

Ethics and the Closing Argument

$50.00
  • Author/Instructor:  TBD

ETHICS AND THE CLOSING ARGUMENT    The closing argument… It’s the final battle between attorneys who have waged war during a long jury trial. Emotions are high and the attorneys are running on adrenalin as they prepare to give their final summations before the jury. ?However, this is also a very dangerous time. ?A time when mistakes are made that can cost trial attorneys a mistrial, a reversal, being sanctioned, or having their conduct reviewed by the disciplinary review board.?  This course is designed to teach you the dangers and pitfalls of the Closing Argument. ?To prepare you for all scenarios that you may find yourself in during the Closing Argument so that you are better prepared to deal with them and succeed. ??      Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Ethics for Business Lawyers

$85.00
  • Author/Instructor:  Thomas E. Spahn, William Freivogel

Lawyers advising businesses on transactions or negotiating on their behalf often confront a range of important ethical questions.  The biggest is, who is your client?  Often a company’s owners or managers will not understand the distinction between representing them and representing the company? There are also issues of identifying and clearing conflicts among clients when they are negotiating transaction.  And what can a lawyer say or do when negotiating for a client? Also, lawyers are sometimes confronted with issues about what to do when clients are dishonest.  This program will provide you with a real world guide to ethical issues when representing clients in business transactions.    Ethical issues in business and corporate practice Identifying your client in a variety of transactional contexts – the company v. its managers? Conflicts of interest in representing both sides of a transaction Ethical issues in transactional negotiations and communications with represented parties Representing clients you know to be dishonest and reporting wrong-doing “up and out”   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 Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Website“Freivogel on Conflicts” at www.freivogelonconflicts.com<http://www.freivogelonconflicts.com/> .Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 9/14/22
    Presented
  • DETAILS
Course1

Ethics for Business Lawyers

$85.00
  • Author/Instructor:  Thomas E. Spahn, William Freivogel

Lawyers advising businesses on transactions or negotiating on their behalf often confront a range of important ethical questions.  The biggest is, who is your client?  Often a company’s owners or managers will not understand the distinction between representing them and representing the company? There are also issues of identifying and clearing conflicts among clients when they are negotiating transaction.  And what can a lawyer say or do when negotiating for a client? Also, lawyers are sometimes confronted with issues about what to do when clients are dishonest.  This program will provide you with a real world guide to ethical issues when representing clients in business transactions.    Ethical issues in business and corporate practice Identifying your client in a variety of transactional contexts – the company v. its managers? Conflicts of interest in representing both sides of a transaction Ethical issues in transactional negotiations and communications with represented parties Representing clients you know to be dishonest and reporting wrong-doing “up and out”   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 Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Website“Freivogel on Conflicts” at www.freivogelonconflicts.com<http://www.freivogelonconflicts.com/> .Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 11/29/22
    Presented
  • DETAILS
Course1

Ethics for Transactional Lawyers

$85.00
  • Author/Instructor:  William Freivogel, Thomas E. Spahn

Representing a client in a business, commercial or real estate transaction can get ethically complicated very quickly.  There is the question of who you represent.  In a closely held company, with multiple shareholders or members, this can be problematic if the officer or manager from whom you are taking instructions thinks you represent that person and not the entity.  The client may offer you the opportunity to buy into a transaction, which puts your role as lawyer in tension with your role as investor.  There are also substantial ethical issues involved in negotiations and whether a party on the other side of the transaction is represented by legal counsel or not. This program will provide you with a real world guide to the ethics of representing clients in business, commercial, and legal transactions. Representation – who is your client? The company’s board or its owners? Do they know that? Counter-parties – how do you negotiate on behalf of your client with unrepresented parties? Business with clients – can you buy into (or be given) a stake in a client’s business or a transaction? Serving on a client’s board of directors – how do you separate your legal role from your fiduciary obligation? Negotiations – how do ethics rules limit your flexibility to negotiate? Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 11/30/23
    Avail. to
  • DETAILS
Course1

Ethics in Discovery Practice

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

Discovery can be the most important phase of litigation, directing the course and outcome of the case.  How evidence is discovered, how it is used, and how mistakes in its handling are disclosed and remedied all raise very significant ethical issues. These issues – the risk of mishandling – are increased by the vast growth of ESI, electronically stored information. Litigators have certain obligations that their vendors comply with ethics rules. There are also issues surrounding the use of paralegals in discovery practice.  Failure to ensure ethics compliance during discovery can have a material adverse impact on the underlying litigation and draw an ethics complaint.  This program will provide you with a real-world guide to substantial issues ethical issues that arise in discovery practice and how to avoid ethics complaints.    Duty of candor to the tribunal during discovery Ethical issues when you learn that a client is dishonest Inadvertent disclosure privileged documents and their handling Ethics in depositions – conferring with witnesses, using video depositions and more Ethical issues in widespread data mining of discovery documents Issues involving metadata in electronic files – documents, email, text messages Attorney-client privilege and security issues of working with outside e-discovery vendors Ethics and social media discovery   Speakers: 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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. 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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 11/2/22
    Presented
  • DETAILS
Course1

Ethics in Discovery Practice

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

Discovery can be the most important phase of litigation, directing the course and outcome of the case.  How evidence is discovered, how it is used, and how mistakes in its handling are disclosed and remedied all raise very significant ethical issues. These issues – the risk of mishandling – are increased by the vast growth of ESI, electronically stored information. Litigators have certain obligations that their vendors comply with ethics rules. There are also issues surrounding the use of paralegals in discovery practice.  Failure to ensure ethics compliance during discovery can have a material adverse impact on the underlying litigation and draw an ethics complaint.  This program will provide you with a real-world guide to substantial issues ethical issues that arise in discovery practice and how to avoid ethics complaints.    Duty of candor to the tribunal during discovery Ethical issues when you learn that a client is dishonest Inadvertent disclosure privileged documents and their handling Ethics in depositions – conferring with witnesses, using video depositions and more Ethical issues in widespread data mining of discovery documents Issues involving metadata in electronic files – documents, email, text messages Attorney-client privilege and security issues of working with outside e-discovery vendors Ethics and social media discovery   Speakers: 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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 11/6/23
    Avail. to
  • DETAILS
Course1

Ethics in Negotiations – Boasts, Shading, and Impropriety

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. 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 a client’s interest.   Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations.  Truthful representations v. zealous representations? 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: 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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 7/1/23
    Avail. to
  • DETAILS
Course1

Ethics in Trust and Estate Practice

$85.00
  • Author/Instructor:  Thomas E. Spahn, Missia H. Vaselaney

Trust and estate practice often sits at the intersection of money, aging clients, family drama, easy accusations of self-dealing and misdeeds, dispute – and anger.  This turbulent combination of circumstances can put attorneys in difficult ethical spots. Questions about the competence of aging clients in combination with family drama can easily lead to ethical complaints and eventually litigation. There are also issues of decision-making authority and confidentiality if someone other than the client is paying for the representation.  Conflicts of interest, especially where a longtime client may gift something to the attorney, are rife. This program will provide you with a practical guide to substantial ethical issues in trust and estate practice. Working with clients with diminished capacity and protecting against challenges Confidentiality – understanding what information is confidential and when and to whom it can be disclosed Conflicts of interest – joint and common representations, husbands and wives, multiple generations of a family Gifts from clients – what lawyers may accept, what should they decline? Special issues when someone other than the client pays for a representation   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. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 11/11/22
    Presented
  • DETAILS
Course1

Ethics of Beginning and Ending Client Relationships

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon

Substantial ethics issues flow from the moment an attorney-client relationship is formed, whether it is formed intentionally or through inadvertence.  Determining when a relationship commences and the scope of the representation has dramatic implications for issues related to confidentiality, conflicts of interest, the attorney-client privilege and more. Ending an engagement is nearly as complicated. When are you allowed to end an engagement?  And how must you go about it without prejudicing a client’s interest in a transaction or in litigation? This program will you provide a real-world guide the ethical issues of beginning and ending an attorney client relationship.   Determining when and how a relationship starts – including through inadvertence Email and technology issues – how unsolicited communications may trigger ethical obligations Joint representation issues – unsorting the confidentiality and privilege issues End a relationship – when are you allowed to end an engagement?  How do you do it ethically? Circumstances when you might be required to end a relationship   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 12/8/22
    Presented
  • DETAILS
Course1

Ethics of Co-Counsel and Referral Relationships

$85.00
  • Author/Instructor:  Brian S. Faughnan, William Freivogel

Co-counsel and referral relationships are common in law practice.  Lawyers associate with other lawyers on cases to gain specialized knowledge required for competent representation in a case.Litigation counsel may seek local counsel on a case in another jurisdiction.  Lawyers also refer out business for a variety of reasons, including overflow work or the work is outside of a lawyer’s core competencies.  These any many other co-counsel and referral relationships, however, raise substantial ethical and malpractice issues.  This program will provide you with a framework for understanding the ethical issues surrounding co-counsel and referral relationships.   Duty to supervise counsel to whom you have referred work Associating with other lawyers or firms to gain competence in specific areas Fee splitting in co-counsel or referral relationships Liability to co-counsel for breaches of fiduciary duty or malpractice Liability for errors of co-counsel Duty to inform of malpractice by co-counsel   Speakers: Brian S. Faughnan is a shareholder with the Tennessee law firm of Lewis Thomason, resident in its Memphis office.  In addition to handling business litigation and appellate litigation, his practice focus involves solving problems for lawyers.  Over the years, Brian has represented lawyers and law firms in disciplinary matters, litigation and other matters involving professional liability.  He has also served as an expert witness in matters in federal and state courts in Tennessee.  Brian is a frequent author and speaker on ethics and professional responsibility issues.  He is a co-author of the book “Professional Responsibility in Litigation,” the Third Edition of which is being published later this year by the ABA.  He shares his thoughts on legal ethics, professional responsibility, and other aspects of the law of lawyering at www.faughnanonethics.com.  He currently serves as the President-Elect of the Association of Professional Responsibility Lawyers and has been the Chair of the Tennessee Bar Association’s Standing Committee on Ethics and Professional Responsibility since 2009. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com<http://www.freivogelonconflicts.com/> .  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 6/12/23
    Avail. to
  • DETAILS
Course1

Ethics of Identifying Your Client: It's Not Always Easy

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

The first step in every ethics analysis is answering the question, who is your client?  It’s seemingly a very easy question to answer, but it’s not always 20/20 except in hindsight.  Representing multiple parties on the same matter, whether in litigation or on a transaction, may mean you have many clients, some or all with conflicts.   If you’re a private practitioner and you represent an organization, your client may be the entity, its officers from whom you are taking directions, or possibly both. If you’re an in-house attorney, the analysis – and its implications for the attorney-client privilege – becomes even more complex.  This program will provide you with a real world guide to ethics of identifying your client in a variety of settings avoiding conflicts of interest with the client.  Ethics and identifying your client and avoiding conflicts in transactions and litigation Representing businesses entities, nonprofit associations, and the government – client v. person giving directions Identifying clients in trust and estate planning – the testator or the person paying your fees? Special ethical challenges and ethical risks for in-house counsel and attorney-client privilege issues How to untangle clients and conflicts in joint representations – managing conflicts and information flows Best practices in documenting client representation to avoid later challenge   Speakers: 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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 10/30/23
    Avail. to
  • DETAILS
Course1

Ethics of Shared Law Offices, Working Remotely & Virtual Offices

$85.00
  • Author/Instructor:  Thomas E. Spahn

Technology allows lawyers far more flexibility to practice law than ever before.  Lawyers can work in shared offices, splitting expenses with other small firms or solo practitioners. They can work remotely, from home or virtually anywhere, with basic computer and networking technology. But all these innovations come with ethics traps. These include issues of communications and confidentiality, supervising outsourced worked, multijurisdictional practice, and managing all the technology used to practice law from home.  This program will provide you with a practical guide to ethical issues when working from home or anywhere but a traditional office.   Disclosure to clients of virtual nature of law office Duty of competence as a duty to understand technology Electronic communications, confidentiality, and ethical risks in virtual law offices How Web sites and a “virtual” presence implicate multijurisdictional practice issues Outsourcing work to paralegal services, including fee sharing issues   Speaker: 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 5/26/23
    Avail. to
  • DETAILS
Course1

Feeling Stressed? Tips for Wellness and Self Care

$65.99
  • Author/Instructor:  Oklahoma Bar Association

Feeling Stressed? Tips for Wellness and Self Care   Learning Objectives:-Gain awareness about the effects of stress-Physical and interpersonal strategies for stress management-Work well being/rebalance-Ways to increase stress hardiness     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 90
    Min.
  • 1/21/24
    Avail. to
  • DETAILS
Course1

Government and Administrative Law Practice Section CLE

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Government and Administrative Law Practice Section CLE Co-sponsored by Government and Administrative Law Practice Section   Americans with Disabilities Act: An OverviewRon Baze, General Counsel Oklahoma Department of Human ServicesTracy Neel, Assistant General Counsel Oklahoma Department of Human ServicesWhat's Your Risk Appetite?Dave Moore, CISSPFounder & CEO, The Internet Safety Group Ltd., a 501(c)(3) non-profit public charityChanges to the Merit System for State Employees: Civil Service Modernization in OklahomaLydia Lee, Administrative Law Judge, Oklahoma Merit Protection CommissionCOVID Employment IssuesPaige Good, Attorney at Law, McAfee & TaftIt's "McGirt v. Oklahoma: Moving Forward"Jacintha Webster, Assistant Professor of Native American Legal Studies, East Central UniversityLawyers Helping LawyersJeanne Snider, Chairman, Lawyers Helping Lawyers   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 360
    Min.
  • 12/10/23
    Avail. to
  • DETAILS
Course1

Guardianships: The New Normal

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Guardianships: The New Normal Co-Sponsored by Estate Planning, Probate, and Trust Section   Workshop Leaders:   Donna Jackson, JD, CPA, Donna J. Jackson & Associates, PLLC A. Daniel Woska, Woska Law Firm, PLLC   Program Description: Overview of what Oklahoma Attorneys need to know about Guardianships and Resources available. - Overview of Guardian Ad Litem process and handbook- Overview of Guardianships handbook and forms- Ethics of Guardianship – who is the client, duty- Resources to help attorneys and the courts with wards with mental disorders- Planning tools to avoid Guardianship Guardian Ad Litem HandbookPhil Tucker, Tucker Law FirmJon Ford, Jon R. Ford Law Adult Guardianship Handbook and FormsA. Dan Woska, The Woska Law Firm, PLLC     Minor Guardianship Handbook and FormsShannon Taylor, Law Office of Shannon D. Taylor         Ethics – Supported Decision Making & ABA ResolutionDavid Godfrey, American Bar Association, Commission on Law and Aging, Washington, DC Report from Mental Health Committee A. Dan Woska, The Woska Law Firm, PLLC Donna Jackson, JD, CPA, Donna J. Jackson & Associates, PLLCHoward Hendrick, Director, Oklahoma Dept. of Human Services (Retired)        Planning to Avoid GuardianshipsDawn Hallman, Hallman and Associates, PCDonna Jackson, JD, CPA, Donna J. Jackson & Associates, PLLC     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • On-Demand
    Format
  • 360
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

How Ethics Rules Apply to Lawyers Outside of Law Practice

$85.00
  • Author/Instructor:  Thomas E. Spahn

Ethics rules are intended primarily to regulate lawyer acts when practicing law. But the rules do not always stop there. Lawyers can be held responsible and disciplined under ethics rules for things they do when acting outside of their practices. Lawyers may be disciplined under ethics rules for criminal conduct, including misdemeanors, entirely unrelated to their lawyerly conduct. They may be also be disciplined for any acts that involve dishonesty, misrepresentation, or any actions prejudicial to the judicial system. This program will provide you with a guide to circumstances in which ethics rules apply to lawyers when they act outside of law practice.   Dishonesty and misrepresentation when a lawyer is acting as a non-lawyer Lawyers as business people – how counter-parties can allege ethical misconduct Self-representation – when lawyers represent themselves in litigation, who can they communicate with? Violations of law, including misdemeanors, as ethics violations Restrictions on lawyers’ ability to market themselves in non-lawyer roles   Speaker: 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 2/4/24
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Course1

How to Handle Capacity Issues - Probate, Guardianships, Wills, Trusts and Powers

$225.00
  • Author/Instructor:  Oklahoma Bar Association

HOW TO HANDLE CAPACITY ISSUES (Probate, Guardianship, Wills, Trusts, Powers) Vignettes Terrell MonksShannon TaylorKennedy BrianDan WoskaPsychological EvaluationsDr. Ruwe Guardian Ad Litem ConsiderationsShannon Taylor Ethics ConsiderationsJeaneen Pointer Capacity LitigationSteve BalmanThe Holly CaseJudge Linda MorrisseyPanel DiscussionCory HicksShannon TaylorJudge MorrisseyTerrell MonksSteve Balman Dan Woska   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 420
    Min.
  • 12/9/23
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Course1

Impaired Driving Semianr

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Impaired Driving Seminar Program Moderator:  Brian Morton, Hunsucker Legal Group; Edge Law Firm DUI Prosecutions on Military Installations in Oklahoma: Different Justice for Civilians and Service MembersJohn Cannon, Cannon & AssociatesDUI Case 101 – The BasicsBrian Morton, Hunsucker Legal Group; Edge Law Firm Impaired or Not, Medical Marijuana Patients Risk DUI Every DaySabah Khalaf, The Khalaf Law FirmImpaired Driving Accountability Program Brian Morton, Hunsucker Legal Group; Edge Law FirmPerceptions, Pills, and Practicing - Ethics  Scott B. Goode, Military Law GroupExpungementsDouglas Baxter, Hunsucker Legal Group     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 3/17/24
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Course1

Indian Law Section Meeting and CLE - ICWA and Ethical Considerations of Juvenile Practice

$50.00
  • Author/Instructor:  Kace Rodwell

Indian Law Section Meeting and CLE ICWA and Ethical Considerations of Juvenile PracticeFilmed during the 2021 Annual Meeting The Indian Child Welfare Act and Ethic Considerations When Handling ICWA CasesKace RodwellOklahoma Indian Legal Services, Inc.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 11/9/23
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Insurance Law – New Developments and Trends from Regulation to Litigation

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Program Planner / Moderator:  Kevin D. Gordon, Crowe & Dunlevy             The Year in Review – Oklahoma Insurance Court DecisionsRex Travis, Travis Law Office             Trending Issues in Property and Casualty Insurance Lynn Babb, Pierce Couch Hendrickson Baysinger & Green            And Now, an Update from the Regulators: Developments and Trends from Regulation to LitigationBuddy Combs, Deputy Commissioner, Oklahoma Insurance Department  Gordon Amini, General Counsel, Oklahoma Insurance Department              Health Insurance Developments, including Employee Benefit Plans and Tribal Health PlansMark Spencer, McAfee and Taft Jimmy Goodman, Crowe & Dunlevy        Legal Ethics Issues in Insurance LawPaige Masters, Crowe & Dunlevy             Bad Faith Litigation ForumModerator: David Donchin, Durbin Larimore & BialickFor the Insured: Mark Engel, Mansell Engel & ColeFor the Insurer: Phil Richards, Richards & Connor   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 390
    Min.
  • 12/31/22
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Course1

Lawyer Ethics and Disputes with Clients

$85.00
  • Author/Instructor:  Thomas E. Spahn, Elizabeth Treubert Simon

Ethical tensions are perhaps never as great as when a lawyer is in dispute with a client. The dispute may arise over fees, communication, perceived conflicts of interest, or something else.  In these and other circumstances, the lawyer’s duties of loyalty, zealous representation and confidentiality are all brought into direct conflict with the lawyer’s interest in self-defense. In these extremely delicate circumstances, the lawyer must determine what information may disclosed in his or her self-defense, its impact on the attorney-client privilege, and what steps he or she can take to de-escalate the conflict.  This program will provide you with a real-world guide to the ethical issues for a lawyer when he or she is in conflict with a client.   Disputes involving lawyers’ fees, communications, unfavorable result of representation, conflicts of interest, malpractice claims Confidentiality and self-defense – what disclosure of confidences is permissible?   Waivers and engagement letters to prevent dispute – or mitigate their damage Permissible and mandatory withdrawals from a representation Special attorney-client privilege issues in these disputes   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. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 8/5/24
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  • DETAILS
Course1

Lawyer Ethics and Email

$85.00
  • Author/Instructor:  Thomas E. Spahn

  Email has become essential to law practice.  Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email.  But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices. Beginning an attorney relationship via email – intentionally and inadvertently Security and confidentiality when email is exchanged in the Cloud Inadvertently sent email and metadata embedded in email Discarding/deleting email and working with outside vendors Ex parte communications with represented adversaries Attorney-client privilege issues 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 5/25/24
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Course1

Lawyer Ethics and Investigations for and of Clients

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

Investigations by lawyers are an essential element of most litigation.  Lawyers investigate the parties and the facts underlying the case through the use of third-party investigators, online searches, obtaining public records, seeking the production of electronic communications, including text messages, and much more.  Also, lawyers sometimes need to investigate their own clients – to assure themselves of the veracity of certain representations or when the lawyer suspects the client may be actively misleading the lawyer.  These investigations are not without risk. Ethics rules limit what lawyers can do and say, and how the work product of these investigations may be used.  This program will provide you with a practical guide to ethical issues when lawyers conduct investigations.   Duty of an attorney to investigate a case before filing a lawsuit “Pre-texting” – the ethics of deception  in investigations Ethical issues when a lawyer investigates a client – and when it is ethically required Conflicts of interest in investigations Ethical issues in social media and online searches – and obtaining text messages Use of third-party investigators Limitations on investigating members of a jury or jury pool When investigations go awry – discipline, sanctions, exclusion of evidence obtained   Speakers: 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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 4/29/23
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Course1

Lawyer Ethics and Texting

$85.00
  • Author/Instructor:  Thomas E. Spahn

Text messaging has become a mainstream form of communication.  Clients now routinely text their lawyers about pending matters.  They may ask about the status of a case, provide facts about a case, communicate decisions to a lawyer, or message other sensitive information.  These messages are often to a lawyer’s mobile phone that is used extensively for personal purposes, unsecured in their transmissions, and easily accessible by third parties. This new wave of lawyer-client communication raises many difficult ethical questions, including preservation of the attorney-client privilege.   This program will provide you with a guide to the major ethics issues when lawyers and their clients text message about pending matters.   Confidentiality issues involving unsecured transmission of texts involving sensitive case issues How to handle mobile phones used for both personal purposes and law practice Potential loss of the attorney-client privilege when text messages are accessible by third parties Tension among the duties of competence, prudence and to communicate with clients Understanding the ethical risks and counseling clients about the risks to their case when texting   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 2/20/23
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Course1

Lawyer Ethics and the Internet

$85.00
  • Author/Instructor:  Thomas E. Spahn

The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers.  You can easily research witnesses, parties, judges, and jurors with a simple Google search.  Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals.  With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet.  Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting Researching jurors, parties, witnesses and judges via social media Blogging or sending newsletters/law updates to clients Trends in texting, confidentiality, and discoverability Law firm marketing via the web   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 6/19/23
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Course1

Lawyer Ethics in Real Estate Practice

$85.00
  • Author/Instructor:  William Freivogel, Thomas E. Spahn

The real estate industry is fiercely competitive as developers and contractors, investors and lenders, brokers and others – often with the aid of legal counsel – seek advantage. This can easily present real estate lawyers with ethical dilemmas. Conflicts of interest are rife. There are issues of communicating and negotiating with unrepresented parties. There are also issues of taking an equity stake in a real estate venture in lieu of fees.  Sometimes, too, there is the discovery that a client is engaged in wrongdoing. These and many other ethical issues arise in real estate practice.  This program will provide you with a real world guide to common ethics issues in real estate practice. Joint representations of a business entity and its owners in a real estate transaction Representation of a client with adverse interests in unrelated transactions Receipt of deal equity in exchange for legal services Communications with unrepresented parties – and with represented parties Inadvertent disclosure of confidential deal terms Special issues when client wrongdoing is discovered   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 4/5/24
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  • DETAILS
Course1

Lawyer Ethics When Storing Files in the Cloud

$85.00
  • Author/Instructor:  Matthew Corbin, Mark A. Webster

Most files are now stored in the “cloud,” a global network of servers that store files for organizations of every size, including law firms.  Many applications, including word processing, email and billing software packages that are used daily by lawyers and law firms, are also stored and used in the cloud.  This dramatic shift in the way files are created, modified, stored, and shared has substantial implications for law firms.   The first is a duty of competence requirement that lawyers understand how the technology they employ works and how it might impact client communications and confidentiality, among many other issues.  This program will provide you with a practical guide to ethical issues when lawyers and law firm store and create files in the cloud.   Technology competence as an ethical duty of competence Ethical benchmarks and diligence for ensuring file and communication confidentiality in the cloud Mobile access – issues when the cloud is used via smartphone or tablet What if your client uses the cloud but you do not? Attorney-client privilege issues when using the cloud to communicate Internal policies – ensuring law firm security supplements cloud security   Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law. Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services.  He consults with the company’s law firm clients on professional responsibility and liability issues.? Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.  Mr. Webster received his B.A. from the University of Kansas and his J.D. from Vanderbilt University Law School.    Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 11/18/23
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  • DETAILS
Course1

Lawyer Ethics When Working with Paralegals - 2021

$85.00
  • Author/Instructor:  Thomas E. Spahn

Paralegals are often essential for lawyers to successfully practice law.  Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients.  Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct.  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 are otherwise improper, 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.   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 on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 1/23/23
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  • DETAILS
Course1

Lawyer Ethics When Working with Paralegals - 2022

$85.00
  • Author/Instructor:  Thomas E. Spahn

Paralegals are often essential for lawyers to successfully practice law.  Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients.  Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct.  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 are otherwise improper, 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.    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 on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals   Speaker: Thomas E. Spahn is a partner 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 1,800 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.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 1/26/24
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  • DETAILS
Course1

LIVE REPLAY: 2022 Ethics in Litigation Update, Part 1

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.  Day 1: Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1 Day 2: Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: 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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law.  William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com <http://www.freivogelonconflicts.com/> .  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 9/7/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2022 Ethics in Litigation Update, Part 2

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.    Day 1: Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1   Day 2: Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: 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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law.  William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com <http://www.freivogelonconflicts.com/> .  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 9/8/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2022 Ethics Update Part 1

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1 Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2   Speakers: 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.  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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 10/27/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2022 Ethics Update Part 2

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business.  This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1 Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2   Speakers: 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.  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.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility.  He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 10/28/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics & Artifcial Intelligence: What Lawyers Should Know

$85.00
  • Author/Instructor:  Thomas E. Spahn

The use of artificial intelligence is not some distant prospect.  Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff?  This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice.   What duties do lawyers have to investigate and understand AI in the tools they use? Does AI constitute the unauthorized practice of law (UPL) in a state? Do software packages that draft language and assemble forms violate ethics rules? What supervisory and training obligations do lawyers have for non-lawyer staff using these tools? Are there ethics concerns of using AI in discovery? Must lawyers warn clients that they use AI?   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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 8/29/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics and Conflicts with Clients, Part 1

$85.00
  • Author/Instructor:  William Freivogel

Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions?  What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose?   Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 8/18/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics and Conflicts with Clients, Part 2

$85.00
  • Author/Instructor:  William Freivogel

Despite best efforts, lawyers may develop ethical conflicts with their clients.  Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client.  But these and many others come with substantial ethical issues.  Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice.  This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions?  What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose?   Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 8/19/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics and Virtual Law Offices

$85.00
  • Author/Instructor:  H. Michael Drumm, Thomas E. Spahn

Technology allows lawyers far more flexibility to practice law virtually – from home or in shared settings – than ever before.  No longer must they maintain freestanding offices, support staff, and libraries. Lawyers can set-up offices in their homes, communicate with clients, adversaries and the courts electronically, outsource overflow work to co-counsel or vendors, and establish web sites that can reach potential clients. These “virtual” practices are increasingly commonplace, but the relative ease with which they are established obscures many significant ethical issues. This program will provide you with a practical guide to significant issues when lawyers and law firms establish “virtual” law practices.   Disclosure to clients of the virtual character of a law practice Electronic communications, confidentiality, and ethical risks in virtual practices Ethical issues when lawyers share office space or other resources but practice separately How Web sites and a “virtual” presence implicate multijurisdictional practice issues Outsourcing work to vendors or co-counsel, and ensuring its competently performed Requirements and risks when offering legal advice across state lines Duty to understand law office technology as a duty of competence   Speakers: 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.”  Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas School of Law. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 12/27/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics of Identifying Your Client: It's Not Always Easy

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon, Thomas E. Spahn

The first step in every ethics analysis is answering the question, who is your client?  It’s seemingly a very easy question to answer, but it’s not always 20/20 except in hindsight.  Representing multiple parties on the same matter, whether in litigation or on a transaction, may mean you have many clients, some or all with conflicts.   If you’re a private practitioner and you represent an organization, your client may be the entity, its officers from whom you are taking directions, or possibly both. If you’re an in-house attorney, the analysis – and its implications for the attorney-client privilege – becomes even more complex.  This program will provide you with a real world guide to ethics of identifying your client in a variety of settings avoiding conflicts of interest with the client.  Ethics and identifying your client and avoiding conflicts in transactions and litigation Representing businesses entities, nonprofit associations, and the government – client v. person giving directions Identifying clients in trust and estate planning – the testator or the person paying your fees? Special ethical challenges and ethical risks for in-house counsel and attorney-client privilege issues How to untangle clients and conflicts in joint representations – managing conflicts and information flows Best practices in documenting client representation to avoid later challenge   Speakers: 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.   She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School.   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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 11/23/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics of Working with Witnesses

$85.00
  • Author/Instructor:  Thomas E. Spahn, Elizabeth Treubert Simon

Preparing witnesses – whether fact witnesses or experts – for deposition or trial or conferring with them during breaks in testimony fraught with ethical issues. Expert witnesses are paid for their time, not their testimony. Though they may be hired to support a client’s view of the facts, there are limits to how experts can be coached. There are also real limits to how attorneys can prompt fact witnesses, for instance to “not remember” unfavorable facts. There are also significant ethical issues involving how to handle inadvertently produced privileged documents and when testimony goes in an unexpected adverse direction. This program will provide you with a practical guide to the ethical issues and traps of working with witnesses.   Paying witnesses for their time versus their testimony Prompting a witness to “not remember” unfavorable testimony Conferring with witnesses during deposition breaks and the limits of what you advise Dishonest witnesses – what are your obligations to the court and your client? How to handle the inadvertent production of privileged documents Drafting witness affidavits without interviewing the witness   Speakers: Thomas E. Spahn is a partner 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 1,800 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.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.              Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 9/29/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Lawyer Ethics and Email

$85.00
  • Author/Instructor:  Thomas E. Spahn

Email has become essential to law practice.  Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email.  But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices.   Beginning an attorney relationship via email – intentionally and inadvertently Security and confidentiality when email is exchanged in the Cloud Inadvertently sent email and metadata embedded in email Discarding/deleting email and working with outside vendors Ex parte communications with represented adversaries Attorney-client privilege issues   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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 12/28/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Lawyer Ethics in Real Estate Practice

$85.00
  • Author/Instructor:  William Freivogel, Thomas E. Spahn

The real estate industry is fiercely competitive as developers and contractors, investors and lenders, brokers and others – often with the aid of legal counsel – seek advantage. This can easily present real estate lawyers with ethical dilemmas. Conflicts of interest are rife. There are issues of communicating and negotiating with unrepresented parties. There are also issues of taking an equity stake in a real estate venture in lieu of fees.  Sometimes, too, there is the discovery that a client is engaged in wrongdoing. These and many other ethical issues arise in real estate practice.  This program will provide you with a real-world guide to common ethics issues in real estate practice.   Joint representations of a business entity and its owners in a real estate transaction Representation of a client with adverse interests in unrelated transactions Exchange of legal services for transaction equity Communications with unrepresented parties – and with represented parties Inadvertent disclosure of confidential Transaction terms Special issues when client wrongdoing is discovered   Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com <http://www.freivogelonconflicts.com/> .  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. 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.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • Webcast
    Format
  • 60
    Min.
  • 10/10/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Lawyer Ethics When Working with Paralegals

$85.00
  • Author/Instructor:  Thomas E. Spahn

Paralegals are often essential for lawyers to successfully practice law.  Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients.  Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct.  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 are otherwise improper, 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.    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 on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals   Speaker: Thomas E. Spahn is a partner 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 1,800 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.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 10/3/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Professionalism for the Ethical Lawyer

$85.00
  • Author/Instructor:  Thomas E. Spahn

Ethics rules, the principles of professionalism, and sanctionable conduct are interrelated.  Lawyers have a duty to zealously represent their clients, but they do not have a duty to engage in offensive conduct that may be desired by clients. Lawyers have duties of confidentiality and honesty, but those duties do not always require pressing every advantage, such as when the lawyer knows that opposing counsel has made a material drafting error in a transactional document. In these and many other scenarios, ethics rules, professionalism, and potentially sanctionable conduct subtly interact.  This program will provide you with a practical guide to professionalism for the ethical lawyer.    Interrelationship of ethics rules, professionalism, and sanctions Zealous representation v. needlessly embarrassing an adversary or third-party Reacting to an adversary’s drafting errors in transactional documents Ethics, professionalism, and inadvertent transmission of communications Duty to supervise and train subordinate lawyers and staff, including to ensure courtesy to clients, opposing counsel, and courts Offering candid advice to clients and withdrawal when they demand offensive conduct Avoiding discrimination and bigotry   Speaker: Thomas E. Spahn is a partner 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 1,800 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.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 9/19/22
    Presented
  • DETAILS
Course1

LIVE REPLAY: Professionalism for the Ethical Lawyer

$85.00
  • Author/Instructor:  Thomas E. Spahn

Ethics rules, the principles of professionalism, and sanctionable conduct are interrelated.  Lawyers have a duty to zealously represent their clients, but they do not have a duty to engage in offensive conduct that may be desired by clients. Lawyers have duties of confidentiality and honesty, but those duties do not always require pressing every advantage, such as when the lawyer knows that opposing counsel has made a material drafting error in a transactional document. In these and many other scenarios, ethics rules, professionalism, and potentially sanctionable conduct subtly interact.  This program will provide you with a practical guide to professionalism for the ethical lawyer.    Interrelationship of ethics rules, professionalism, and sanctions Zealous representation v. needlessly embarrassing an adversary or third-party Reacting to an adversary’s drafting errors in transactional documents Ethics, professionalism, and inadvertent transmission of communications Duty to supervise and train subordinate lawyers and staff, including to ensure courtesy to clients, opposing counsel, and courts Offering candid advice to clients and withdrawal when they demand offensive conduct Avoiding discrimination and bigotry   Speaker: Thomas E. Spahn is a partner 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 1,800 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.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 12/5/22
    Presented
  • DETAILS
Course1

McGirt is the Law in Oklahoma - What Happens Next?

$175.00
  • Author/Instructor:  Oklahoma Bar Association

McGirt is the Law in Oklahoma - What Happens Next? Co-sponsored by Indian Law Section   Welcome and Land AcknowledgmentJacintha Webster, Indian Law Section ChairpersonOpening BlessingRecent Developments in Federal Indian LawAlex Pearl – Professor of Law, University of Oklahoma College of LawMcGirt & Murphy are now the Law. How are the Tribes doing?Prosecutors from the Choctaw Nation and the Chickasaw Nation.Also, prosecutors from the Muscogee Nation, Cherokee Nation and Seminole Nation are invited.McGirt is now the Law. What is Oklahoma’s reaction?Ryan Leonard, Special Counsel for Native American Affairs for the Governor of the State of OklahomaPracticing in Oklahoma Courts after the McGirt decisionO. Joseph Williams, Reservation Legal Solutions, PLLCArvo Mikkanen, Assistant United States Attorney, Western District of OklahomaPracticing in Oklahoma Tribal Courts after the McGirt decisionNiki Lindsey, Senior Staff Attorney, Oklahoma Indian Legal ServicesJacintha Webster, Professor, Legal Studies Department, East Central UniversityEthical Considerations considering the McGirt decisionStephanie Hudson, Executive Director, Oklahoma Indian Legal ServicesClosing RemarksJacintha Webster, Indian Law Section Chairperson   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 11/19/23
    Avail. to
  • DETAILS
Course1

Mediation Ethics and Attorney Well-Being

$50.00
  • Author/Instructor:  Joseph P. Balkenbush

Filmed during the April 5,2019 Alternative Dispute Resolution Section Meeting   Mediation Ethics and Attorney Well-Being Joseph P. Balkenbush, OBA Ethics Counsel   *  Are mediation and/or arbitration the practice of law in Oklahoma? *  What are possible sanctions for the unlicensed practice of law in Oklahoma for out-of-state lawyers as opposed to non-attorneys? *  Are attorneys serving as neutrals subject to the Oklahoma Rules of Professional Conduct? * Attorney Well-being, what it is, the necessity of being well if you want to be the best attorney you can be, Addiction (Drug/Alcohol), and Mental, physical, emotional and spiritual health.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Motor Vehicle Accidents: A Back-to-Basics Course

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Motor Vehicle Accidents: A Back-to-Basics Course   Workshop Leaders:  Chad Kelliher, Andrea Rust, Jacob Rowe, Dan Hays, Matt Wade, and Kelly Bishop   Learning Objectives: An interactive workshop addressing the following topics: Sample contract Sample intake questionnaire Letter of representation Spoliation letter Medical auth; HITECH auth; Medicare forms; Health insurance subrogation requests Provider list Sample demands Reduction requests Distribution sheets From First Contact to Contract, Chad Kelliher   Case Screening Intake Meetings: in-person vs. virtual; paper vs. digital Forms From Contract to Settlement – Opening a File Panel Moderator: Chad Kelliher; Panel Members: Andrea Rust, Matt Wade, and Kelly Bishop Docketing Assigning Personal  Case Management Systems Investigating Liability Confirming and Understanding Coverage Managing Medical  Monitoring treatment Facilitating care  Requesting medical records and billing Understanding Medical Jargon Case Valuation and Client Expectations Demands Negotiations Know your adjuster Negotiation Techniques that Work How the Adjuster’s Settlement Authority is Restricted and Going Beyond it  Overcoming case weakness Tips and tricks for overcoming delay, stalled negotiations, inadequate authority  Client Communications  From settlement to payday, Matt Wade and Kelly Bishop  Release and Settlement Agreements  Managing Liens Medical Liens CS Liens Health Insurance and ERISA Work Comp Medicare and Medicaid Lawsuit Lenders Distribution of Funds and Closing the file         Wrap-up for Ethics – things to consider, especially before practicing in this area of law Dan Hays Marketing Do’s and Don’ts Cost and Time Constraints IOLTA Trust Accounts Malpractice Coverage Advancing Funds to Clients and Lawsuit Lenders Addressing Potential Conflicts of Interest Client Confidentiality Communication with Represented Parties Confronting Coverage Issues    Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 10/27/23
    Avail. to
  • DETAILS
Course1

Oklahoma Access to Justice Summit

FREE
  • Author/Instructor:  Oklahoma Bar Association

Oklahoma Access to Justice Summit Welcome and Plenary Supreme Court of Oklahoma Justice Douglas Combs  Ron Flagg Eviction Prevention and Right to Counsel Moderator: Roni Amit Panel Members: Eric HallettRyan GentzlerJohn Pollock Technology in the Courtroom - Innovations and Challenges Moderator: Kenton BricePanel Members: Tulsa County District Court Judge, David GutenCuster County District Court Judge, Jill WeedonTillman County District Court Judge, Brad Benson   Limited Scope Representation - A Critical Piece of the ATJ Puzzle Moderator:Jim CallowayPanel Members: Laura O'BryanTracey LangfordKeri Norris Attorney Deserts - Addressing Rural Legal Access Moderator: Michael FigginsPanel Members: Zach ZarnowStephanie HudsonMichael Flanagan The Role of Law Students in Expanding Access to Justice Moderator: Valerie CouchPanel Members: Lee PeoplesAmy PepperMimi Marton     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 10/22/23
    Avail. to
  • DETAILS
Course1

Part 1 - Self-Care for the Legal Professional - Understanding Burnout, Compassion Fatigue, and Secondary Traumatic Stress

$50.00
  • Author/Instructor:  Oklahoma Bar Association

  Understanding Burnout, Compassion Fatigue, and Secondary Traumatic Stress This course will define and talk about burnout, compassion fatigue, and secondary traumatic stress. The discussion will focus on how these are normal human responses to traumatic material.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 5/5/24
    Avail. to
  • DETAILS
Course1

Part 2 - Self-Care for the Legal Professional - Understanding Client Trauma—How to Identify, Address and Guard Yourself to Better Deal with Trauma

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Understanding Client Trauma—How to Identify, Address and Guard Yourself to Better Deal with Trauma This course will provide tools to help your traumatized client understand what to expect in court.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 5/12/24
    Avail. to
  • DETAILS
Course1

Part 3 - Self-Care for the Legal Professional - Adversarial Culture and Decreased Life Satisfaction

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Adversarial Culture and Decreased Life Satisfaction The Physical set up of courtrooms are set up to intimidate the truth out of you. Learn how to manage that environment for you and your client.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 5/19/24
    Avail. to
  • DETAILS
Course1

Part 4 - Self-Care for the Legal Professional - Developing a Healthy Support System

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Developing a Healthy Support System  It is important to develop a healthy support system in all facets of life. However, in the practice of law, that tends to take back seat. This course will provide skills on how to handle a formal and informal briefing of the case with your office, partners, client, and self. Also, developing and maintaining a health support system can increase your compassion satisfaction and hope. This course will give you specific strategies to bake into your life to improve your quality of life in a stressful career while showing you to switch you lens to focus on met expectations.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 5/26/24
    Avail. to
  • DETAILS
Course1

Plan for the Worst, Hope for the Best: Premarital Agreements, Tax Law, and Estate Planning Tools

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Cosponsored by the OBA Family Law Section Program Planner/Moderator:Brita Cantrell, McAfee andTaft          First Consultation Tools for a Premarital Agreement Linda Ravdin, Pasternak and Fidis, P.C., Bethesda, Maryland        Drafting a Premarital Agreement Relative to a Possible DivorcePhil Tucker, Tucker Law Firm, Edmond        Tax and Estate Planning  Barbara Klepper, McAfee & Taft            Strategies for Negotiating the Agreement Panelists:Brita Cantrell, McAfee & Taft, TulsaLinda Ravdin, Pasternak and Fidis, P.C., Bethesda, MarylandPhil Tucker, Tucker Law Firm, Edmond            Premarital Agreement Role Play and Issue IdentificationFeaturing Laurey, Curley, and The Winds That Go Sweeping Down the Plains . . . Linda Ravdin, Pasternak and Fidis, P.C., Bethesda, MarylandPhil Tucker, Tucker Law Firm, EdmondAllison J. Wilson, Wilson Law Group PLLC, StillwaterChristian Barnard, McAfee and Taft          Attacking and Defending Tools:  The Premarital Agreement in Discovery and Divorce Linda Ravdin, Pasternak and Fidis, P.C., Bethesda, Maryland             Ethics Considerations  Gina Hendryx, General Counsel, Oklahoma Bar AssociationThe Honorable Barry Hafar, Oklahoma County District Court      Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 420
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Professionalism for the Ethical Lawyer

$85.00
  • Author/Instructor:  Thomas E. Spahn

Ethics rules, the principles of professionalism, and sanctionable conduct are interrelated.  Lawyers have a duty to zealously represent their clients, but they do not have a duty to engage in offensive conduct that may be desired by clients. Lawyers have duties of confidentiality and honesty, but those duties do not always require pressing every advantage, such as when the lawyer knows that opposing counsel has made a material drafting error in a transactional document. In these and many other scenarios, ethics rules, professionalism, and potentially sanctionable conduct subtly interact.  This program will provide you with a practical guide to professionalism for the ethical lawyer.    Interrelationship of ethics rules, professionalism, and sanctions Zealous representation v. needlessly embarrassing an adversary or third-party Reacting to an adversary’s drafting errors in transactional documents Ethics, professionalism, and inadvertent transmission of communications Duty to supervise and train subordinate lawyers and staff, including to ensure courtesy to clients, opposing counsel, and courts Offering candid advice to clients and withdrawal when they demand offensive conduct Avoiding discrimination and bigotry   Speaker: Thomas E. Spahn is a partner 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 1,800 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.  Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 2/14/24
    Avail. to
  • DETAILS
Course1

Professionalism, Leadership and Advising Clients Regarding ESG

$99.99
  • Author/Instructor:  Oklahoma Bar Association

  Professionalism, Leadership and Advising Clients Regarding ESG •             Identify How Lack of Professionalism Cost An Attorney Legal Fees’ Award•             Become Familiar With How to Demand Professionalism from Other Lawyers•             Learn a Key Leadership Theory to Help You Become a Better Leader•             Learn the Five Key Leadership Skills Attorneys Need•             Become Aware of the Boom in ESG Related Legal Services•             Learn How to Improve and Expand Your Practice in the ESG Area for All Lawyers from Solo Practitioners, In-House Counsel, and Members of Large Law Firms     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.     

  • On-Demand
    Format
  • 120
    Min.
  • 9/10/23
    Avail. to
  • DETAILS
Course1

Professionalism: The Timeless Approach to the Practice of Law

$125.00
  • Author/Instructor:  Oklahoma Bar Association

Program Planners:   Members of the OBA Professionalism Committee, including: The Honorable Trevor Pemberton, Linda Scoggins, Woody Glass, Chad Kelliher, Joe Balkenbush, and Patricia Podolec              The Judiciary’s Take        The Honorable Don Andrews, Oklahoma County District Court            The Litigator’s TakeMatthew S. Panach, Fuller Tubb & Bickford, PLLC                Panel Discussion Panelists: Woody Glass, Ward & Glass, LLPPatricia PodolesLinda Scoggins, Doerner, Saunders, Daniel & AndersonChad Kelliher, Fulmer Sill    Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 180
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Put Your Mask on First: The 8 Dimensions of Wellness

$50.00
  • Author/Instructor:  Dr. Robyn Goggs, DMIN, LPC, A Chance to Change

Join us for this live virtual CLE and learn ways to prioritize you. This course will offer the following objectives (just to spotlight a few) to assist you in your day-to-day life: •  Define and identify the uniqueness of this work and symptoms of burnout in the legal profession •  Explore and identify the 8 dimensions of wellness - a resource for self-care •  Recognize challenges in the legal profession and how to build/develop resilience   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 8/17/22
    Presented
  • DETAILS
Course1

Step-Up Your Immigration Law Practice

$175.00
  • Author/Instructor:  Oklahoma Bar Association

cosponsored by the Immigration Law Section Program Planners:    Immigration Law Group Executive Board Learning Objectives:1)  How criminal and immigration laws overlap and diverge. How a criminal conviction, probation, or deferred sentence can impact your client’s immigration status.- Overview of Federal immigration Charges and the Process- Federal Sentencing Guidelines  - The Categorical Approach in the Federal Law Context- Trump Administration Trends in the Federal Court System2)  How to assist U.S. residents in achieving lawful entry and nationalization for their transnationally adopted children.- The three paths to immediate relative immigration status for children adopted by U.S. citizens- Family preference visas for children adopted transnationally by permanent residents- Representing clients seeking to finalize adoption of an international adoptee in Oklahoma courts3) How civil litigation and immigration laws overlap. What practitioners should know when representing non-citizens in litigation cases.- Business Ownership- Rights of Employees- Getting Paid - Civil Suits and collection- I-9 and SSN Issues for Businesses- EEOC and Civil Suits4) Ethical obligations when immigration implications may be involved.- Proper Use of Interpreters- Obligations to Criminal Defendants- Conflicting Ethical Rules in Different Jurisdictions- How to properly withdraw in immigration matters Crimmigration Sean Dooley, Senior U.S. Probation Officer Sentencing Guidelines Specialist                Immigration Hurdles in Intercountry AdoptionMarianne Blair, Professor Emeritus at Tulsa University College of Law       Ethics and Immigration LawMelissa Lujan, Melissa Lujan Law Civil Litigation and Immigration LawLambert Dunn, Lambert Dunn and Associates  Panel Q & APanelists: Sean Dooley, Senior U.S. Probation Officer Sentencing Guidelines SpecialistMelissa Lujan, Melissa Lujan LawLambert Dunn, Lambert Dunn and Associates    Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 12/31/22
    Avail. to
  • DETAILS
Course1

Tales from the Trenches

$50.00
  • Author/Instructor:  Oklahoma Bar Association

Filmed for the 2020 Virtual Annual Meeting Brought to you by our sponsor, Oklahoma Attorneys Mutual Insurance Company Tales from the Trenches An attorney's primary focus is their clients and their needs. Yet, with the realities of today’s world, most legal professionals will find themselves responding to an allegation of malpractice at some point in their careers. These claims, with and without merit, require investigation and defense. To ensure proper insurance coverage against claims, you will need to demonstrate a means to recognize and avoid potential conflict situations and other risks. Here we've presented some information on common errors and how to minimize your exposure.   Speakers:Phil FraimIsaac FraimAlison Cave   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
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The Ethics of Bad Facts and Bad Law

$85.00
  • Author/Instructor:  Thomas E. Spahn

Every lawyer wrestles with how to handle facts or law that is unfavorable to a client. There is a natural tension between a lawyer’s duty to be honest, on the one hand, and the lawyer’s duty to provide zealous representation of a client.  In some instances, bad facts or bad law must be disclosed.  In other instances, disclosure is not required. How this tension is resolved involves substantial ethical issues.  This program will discuss the ethics issues involved and how they may be resolved in a practical setting. Ethical issues surrounding the representation of adverse facts to tribunals and adversaries Disclosure of adverse legal precedents Required discloses of bad facts or law Timing issues – when must the disclosure occur? Related issues of confidentiality and the attorney-client privilege Ex parte communications with the courts – what’s ethically permissible, what’s not? 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.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 6/29/24
    Avail. to
  • DETAILS
Course1

The Ethics of Representing Two Parties in a Transaction

$85.00
  • Author/Instructor:  William Freivogel

Representing two or more clients in a business or commercial transaction is full of potential ethical traps.  It’s essential that clients understand the potential for conflicts of interest, how confidential information is shared among the joint clients, how negotiating strategies may need to be altered because of the joint representation, and the real risk to the transaction itself if the clients eventually develop unresolvable disputes among themselves. Counseling clients about information flows and obtaining a written waiver of conflicts from all clients are essential first steps but not the end of the process. This program will provide you with a real world guide to representing two or more clients in a business or commercial transaction. Information flows and potential conflicts of interest Counseling clients about sharing of confidential information – and its implications Drafting conflict of interest waivers Attorney-client privilege issues involved in joint representations Negotiation ethics when representing multiple clients What to do when jointly represented clients disagree   Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com.  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 6/26/23
    Avail. to
  • DETAILS
Course1

The Ethics of Supervising Other Lawyers

$85.00
  • Author/Instructor:  Matthew Corbin

Lawyers are not only responsible for their own ethical conduct and decision making but also for the ethical practice of lawyers they supervise.  Whether it’s a partner supervising the work of an associate or the lead lawyer on a case supervising a group of partners and associates, the supervising lawyer has responsibilities to ensure that the lawyers he or she is supervising are ethically compliant. When subordinate lawyers violate ethics rules, supervising lawyers are potentially liable for that misconduct. This program will provide you with a guide to ethical issues when lawyers supervise other lawyers and non-lawyer support staff.   Standards for ensuring compliance by subordinate attorneys and potential liability when they act improperly Lawyer supervision of paralegals and other non-lawyer staff Responsibilities of subordinate lawyers who rely on judgment of supervising lawyers Special issues involved in billing the work of subordinate and co-counsel attorneys, and paralegals In-house counsel of outside counsel   Speaker: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues.  Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.  Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 2/6/23
    Avail. to
  • DETAILS
Course1

Tips and Tricks for Handling Hearings Using Microsoft Teams

$25.00
  • Author/Instructor:  Rachel Baker

Tips and Tricks for Handling Hearings Using Microsoft Teams   Here tips and tricks from Rachel Baker who has worked closely with the Tulsa County bench on how best to handle virtual hearings using Microsoft Teams. These tips will ensure an efficient and effective hearing process for all parties involved.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 30
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
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Understanding Domestic Violence to Ensure the Best Interest of Children

$175.00
  • Author/Instructor:  Oklahoma Bar Association

Understanding Domestic Violence to Ensure the Best Interest of ChildrenProgram Planners / Moderators:  G. Gail Stricklin, Esq., Oklahoma CityGinger Decoteau, MS, M.Ed., Director, Community Learning Council Program Description:  Children have varied responses to domestic violence and professionals working in this field have many options to assist in their recovery. Eighty to ninety percent of children can remember the details of abusive events, even at a young age. Research confirms that children do not need to see domestic violence to be affected by it. Even when abuse is silent, as is often the case with coercive control, children can sense tension and fear. They know when it happens. This workshop examines the link between domestic violence and the emotional and behavioral trauma symptoms children exhibit as a result of this crime.    How children and adults recover from domestic abuse depends on several factors. One essential factor is a strong support system that includes healthy adult role-models, both personal and professional. During this workshop, participants will hear from licensed therapists and attorneys as they discuss their role and the steps they take (individually and together) to help children and non-offending parents find a safe place so they can work toward a healthy future.    Agenda  Defining Domestic Violence/Intimate Partner ViolenceAmy England-Smith, LMFT, LADC Oklahoma City                                                      Introduction to Childhood Exposure Facts and Myths  w  Statisticsw  Prenatal ExposureThe Cycle of AbuseIntergenerational Violence  w  Relational Patterns  w  Health Outcomes   Behavioral Characteristics of Children Who Experience Domestic Violence, (cont’d)Factors that Influence Children’s Reactions  w  Immediate Responses  w  Long Term Effects  w  Recognizing Internal/External Symptoms  w  Reactions by Age GroupSupporting Recovery               Recognizing Internal/External Symptoms  w  Trauma Informed Responses  w  Assessment Tools  w  Therapeutic Interventions  w  Safety Planning Statutory Provisions               G. Gail Stricklin, Esq., Oklahoma City      Best Interests of Children (ethics)Donna Mathews, Esq., Chief Operating Officer, DVIS, TulsaRichard Stevens, Ethics Counsel, OBA Lethality Risks and Safety Planning for AttorneysJacqueline Steyn, LPC, Oklahoma City   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 6/30/23
    Avail. to
  • DETAILS
Course1

We Are All in This Together: Handling Imposter Syndrome in the Legal Profession

$50.00
  • Author/Instructor:  Oklahoma Bar Association

We Are All in This Together: Handling Imposter Syndrome in the Legal Profession Learning Objectives:- Understanding Imposter Syndrome - is the belief that one feels they came into a particular position or status not on merit, but more on luck or some mistake. - Recognizing Depression and Self-Doubt- Acknowledging the Many Perspective and Factors Impacting Imposter Syndrome:    o  Individual    o  Environmental    o  Legal Culture- And much more!     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 9/24/23
    Avail. to
  • DETAILS
Course1

Wellness Matters: Lawyers Helping Lawyers - 2021 Annual Meeting

FREE
  • Author/Instructor:  Oklahoma Bar Association

Wellness Matters: Lawyers Helping LawyersFilmed during 2021 Annual Meeting Sponsored by the OBA Lawyers Helping Lawyers Assistance Program Lawyers who take care of their own physical and emotional needs are best equipped to take care of their clients.  The focus will be wellness, mental health and substance abuse during this program.  Every lawyers who attends will discover best practices for self-care while earning three hours of Ethics MCLE credit.Understanding AddictionThe Honorable Kenneth M. Stoner, District Judge, Oklahoma CountySubstance Abuse in the Legal ProfessionRhiannon Baker, Partner, Holden Litigation, TulsaPerception, Pills and PracticingScott Bearskin Goode, Co-Owner/Managing Partner, Military Law Group, PLLC, Tulsa   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 180
    Min.
  • 11/11/23
    Avail. to
  • DETAILS
Course1

Wellness Wednesday – Lawyers Helping Lawyers Assistance Program: An Overview

$50.00
  • Author/Instructor:  Oklahoma Bar Association

WELLNESS WEDNESDAY LAWYERS HELPING LAWYERS ASSISTANCE PROGRAM: AN OVERVIEW This ethics program sheds light on numerous issues practitioners face and how the Lawyers Helping Lawyers Assistance Program can help with services, support, and more.    Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 60
    Min.
  • 4/25/24
    Avail. to
  • DETAILS
Course1

What Every Lawyer Needs to Know About Living and Practicing in Indian Country

$175.00
  • Author/Instructor:  Oklahoma Bar Association

What Every Lawyer Needs to Know About Living and Practicing in Indian Country Filmed during the 2021 Annual Meeting The McGirt v. Oklahoma case related to tribal sovereignty is generating numerous questions for lawyers across a broad spectrum of practice areas.  This program features a slate of experts who will cover several topics, including Indian Law Basics, tribal jurisdictions, related tax issues, state and tribal compacts, ownership and property rights in Indian country and tips for practicing in tribal courts.   Basics 101 What Every Lawyer Needs to Know About Trial Courts and Jurisdiction for the Tribal Point of View Native American Tax Protests What Every Lawyer needs to know about State/Tribal Compacts What Every Lawyer needs to know about Title, Ownership, and Property Rights in Indian Country What Every Lawyer needs to know about Litigating and Practicing in Indian Country (Ethics)   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 360
    Min.
  • 11/10/23
    Avail. to
  • DETAILS