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2022 Annual Meeting - Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022

$49.00
  • Author/Instructor:  Oklahoma Bar Association CLE Department

  Fimed as part of the 2022 Annual Meeting - Criminal Track      Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022 Arvo Mikkanen      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
  • 38
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
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2022 Annual Meeting - Lawyers Helping Lawyers

$110.00
  • Author/Instructor:  Oklahoma Bar Association CLE Department

Filmed during the 2022 Annual Meeting Lawyers Helping Lawyers     Survive and Thrive: Vicarious Trauma in the Law and What to do about it.  Trauma and vicarious trauma is virtually everywhere in the legal world.  This program looks at how vicarious trauma affects clients and attorneys.  It also overviews types of direct and secondary trauma experienced by lawyers and clients, how such trauma affects wellness, and skills to process trauma or prevent it from causing mental health issues. Suicide Prevention: ASK About Suicide to Save a Life Attorneys often interact with colleagues or clients at risk for suicide. In this program, we will watch a video on suicide prevention focusing on the legal realm and provide participants with an overview of the basic epidemiology of common mental health issues, suicide and suicidal behavior, and risk and protective factors. Participants will learn to recognize warning signs—behaviors and characteristics that might indicate elevated risk for suicidal behavior.  It will also cover what to do if a person they think might be at risk, including guidance for referring the person to help. The movie will be followed with a discussion to learn ways to identify and help fellow attorneys who may be thinking about suicide.  Mindfulness and the Practice of Law: Panel Discussion.    According to research, mindfulness is a leading solution to anxiety and of course anxiety is one of the most common problems for lawyers.  In this panel discussion, we will look at powerful research regarding the benefits of breathing exercises and other real-life strategies that you can use in your busy professional life to help achieve a successful work-life balance. This panel will be open for discussion and questions to talk about what mindfulness can look like in your everyday practice.   Speakers:  Scott B. Goode; Shelia Naifeh; Michelle Fontenot; and Paul Jacobs.   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
  • 152
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
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2022 Annual Meeting - Legal Ethics Issues in Indian Country

$49.00
  • Author/Instructor:  Oklahoma Bar Association CLE Department

  Filmed as part of the 2022 Annual Meeting - Property Track      Legal Ethics Issues in Indian Country Conor Cleary     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
  • 50
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
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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
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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
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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
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2022 Solo and Small Firm Conference - Coping with Conflicts of Interest

$49.00
  • Author/Instructor:  OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference   Coping with Conflicts of Interest Richard Stevens     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
  • 45
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

2023 Ethics in Civil Litigation Update, Part 1

$85.00
  • Author/Instructor:  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: 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    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.
  • 6/7/25
    Avail. to
  • DETAILS
Course1

2023 Ethics in Civil Litigation Update, Part 2

$85.00
  • Author/Instructor:  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: 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    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
  • 58
    Min.
  • 6/8/25
    Avail. to
  • DETAILS
Course1

2023 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.
  • 2/8/25
    Avail. to
  • DETAILS
Course1

2023 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.
  • 2/9/25
    Avail. to
  • DETAILS
Course1

2023 OBA Annual Meeting Full Day CLE

$150.00
  • Author/Instructor:  OBA CLE Department

CONTINUING LEGAL EDUCATION ANNUAL MEETING PROGRAMMING NOVEMBER 1, 2023 SKIRVIN HOTEL OKLAHOMA CITY – GRAND BALLROOM   MCLE Credit – 4 General and 1 Ethics   CORE CONCEPTS IN NONPROFIT LAW - Jeri D. Holmes, Nonprofit Soultions PROFESSIONALISM COMMITTEE PANEL ON PROFESSIONALISM AND CIVILITY (ETHICS) - Judge Anthony Bonner, Oklahoma Co., - Judge Sheila D. Stinson, Oklahoma Co., - John W. Coyle III, Coyle Law Firm SPECIAL CONSIDERATIONS FOR DEPLOYED CLIENTS - Scott Goode and Chelsea Mabrey FILING YOUR FIRST (OR NEXT) EXPUNGEMENT - Melissa Brooks, Oklahoma Access to Justice ARTIFICIAL INTELLIGENCE AND THE LAW - PROMISE OR PERIL? - Julie Bays and Jim Calloway     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
  • 247
    Min.
  • 1/24/25
    Avail. to
  • DETAILS
Course1

2023 Oklahoma Access to Justice Summit: Building a Justice-Conscious Practice

$25.00
  • Author/Instructor:  Oklahoma Access to Justice Foundation

Presented at the 2023 Oklahoma Access to Justice Summit

  • On-Demand
    Format
  • 56
    Min.
  • 1/23/24
    Avail. to
  • DETAILS
Course1

2023 Oklahoma Access to Justice Summit: Emotional Intelligence and Trauma Informed Practice

FREE
  • Author/Instructor:  Oklahoma Access to Justice Foundation

Presented at the 2023 Oklahoma Access to Justice Summit 

  • On-Demand
    Format
  • 57
    Min.
  • 1/23/24
    Avail. to
  • DETAILS
Course1

2023 Solo and Small Conference - Ethical Considerations of Using Cash Apps

$50.00
  • Author/Instructor:  Julie Bays and Richard Stevens

Presented at 2023 OBA Solo and Small Firm Conference  Ethical Considerations of Using Cash Apps    “Can I just Venmo you the retainer?” If a potential client hasn’t asked you that question yet, just wait. So many people never write a check today. But many use Cash apps instead of credit cards. Is it appropriate and ethical to accept fee payment by cash app? Is there a difference when it is a retainer versus a payment on a bill for services? Can you ethically attach a payment app to your trust account to facilitate receiving retainers?   Presented by: JULIE BAYS Practice Management Advisor, Oklahoma Bar Association  Ms. Bays joined the Oklahoma Attorney General's Office in April of 2002 where was responsible for prosecuting antitrust and consumer protection cases. Ms. Bays served on various task forces and committees including the Oklahoma Bar Association Unauthorized Practice of Law Committee, the Federal Trade Commission Southwest Netforce, and the National Attorneys General Association Antitrust Policy Task Force. She taught various Continuing Legal Education classes for the State of Oklahoma including Electronic Discovery and Ethics, The Zen of E-Discovery, and The Risks of Identity Theft and Consumer Fraud. Ms. Bays also traveled the state educating consumers regarding identity theft and other types of consumer and internet fraud. In January 2013, she was appointed Chief, Assistant Attorney General of the Consumer Protection Unit. In November of 2018, Ms. Bays joined the Oklahoma Bar Association as their Practice Management Advisor.  She works with the OBA Management Assistance Program to provide assistance to attorneys in using technology and other tools to efficiently manage their offices. Bays is also involved with the Access to Justice initiatives of the OBA such as Oklahoma Free Legal Answers. She is on the Planning Board for the American Bar Association’s TechShow 2024.   RICHARD STEVENS Ethics Counsel, Oklahoma Bar Association Norman attorney Richard Stevens serves as OBA ethics counsel. Most recently he was a solo practitioner following his retirement from the District 21 District Attorney’s Office in 2016 after 33 years as a prosecutor. He received both his B.A. (1978) and J.D. (1982) from OU. He is a member of the OBA Criminal Law Section and the Rules of Professional Conduct Committee. Mr. Stevens has served on the Professional Responsibility Commission (2017-2019), as an at-large governor (2013-2015) and vice president (2016) on the OBA Board of Governors. He is an active member of the Cleveland County Bar Association, having served on its Executive Committee from 2010-2012. He has been active with both the OBA and the Cleveland County Disaster Response and Relief committees and the OBA Lawyers for America’s Heroes Program.   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
  • 49
    Min.
  • 6/24/25
    Avail. to
  • DETAILS
Course1

2023 Year End Review - Day One - Tulsa

$175.00
  • Author/Instructor:  OBA CLE Department

2023 Year End Review – Day One Tulsa  Program Moderator  Gigi McCormick, Oklahoma Bar Association, Director of Educational Programs   8:30 a.m.  Registration and Continental Breakfast     9:00 a.m.   Health Law Update  Maggie Martin, Chief Legal Officer, Oklahoma Hospital Association, Oklahoma City    9:50 a.m.   Break    10:00 a.m.  Bankruptcy Law Update  Brandon Bickle, Gable Gotwals, Tulsa    10:50 a.m.  Break    11:00 a.m.  Cannabis Law Update  Amber Peckio Garrett, Amber Law Group, Tulsa   Felina Rivera, Renaissance Legal Solutions, Oklahoma City    11:50 a.m.  Networking lunch (included in registration)    12:30 p.m.   Criminal Law Update  Barry L. Derryberry, First Assistant Federal Defender, Tulsa    1:20 p.m.  Break    1:30 p.m.  Exploring the 8 Dimensions of Wellness  Nanci Cosby, A Chance to Change, Oklahoma City   ~Sponsored by Lawyers Helping Lawyers~   2:20 p.m.  Break    2:30 p.m.  Oklahoma Tax Law Update  Rachel Mathew, Partner, Polston Tax Resolution & Accounting    3:20 p.m.  Adjourn        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
  • 410
    Min.
  • 12/7/23
    Presented
  • DETAILS
Course1

2023 Year End Review - Day Two - Tulsa

$175.00
  • Author/Instructor:  OBA CLE Department

2023 Year End Review – Day Two Tulsa   Program Moderator  Jim Calloway, OBA, Director, Management Assistance Program      8:30 a.m.  Registration and Continental Breakfast     9:00 a.m.   Business and Corporate Law Update  Gary Derrick, Derrick and Briggs, LLP, Oklahoma City    9:50 a.m.   Break    10:00 a.m.  Law Office Management and Technology Update  Jim Calloway, Director of Management Assistance Program, OBA, Oklahoma City  Julie Bays, Practice Management Advisor, OBA, Oklahoma City    10:50 a.m.  Break    11:00 a.m.  Real Property Law Update  Kraettli Epperson, Mee Mee Hoge and Epperson, PLLP, Oklahoma City    11:50 a.m.  Networking lunch (included in registration)    12:30 p.m.  Family Law Update   Monica Dionisio, Dionisio Sherwood Law Firm, Oklahoma City     1:20 p.m.  Break    1:30 p.m.   Estate Planning and Probate Law Update  Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City   2:20 p.m.  Break    2:30 p.m.  Ethics Update  Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City    3:20 p.m.  Adjourn        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
  • 410
    Min.
  • 12/8/23
    Presented
  • DETAILS
Course1

A Comedic De-Briefing of the Law: 2022-2023

$300.00
  • Author/Instructor:  Joel L. Oster, Comedian of Law, LLC

A Comedic De-Briefing of the Law: 2022-2023 A Comedic Review of the Supreme Court, Legal Ethics, & Headline Cases 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.   Course Description: This 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 while 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.   Agenda: Deal or No Deal: Ethics on Trial (Ethics) In this section, we will review the Model Rules of Professional Conduct by seeing how they were applied in various recent attorney discipline cases. We will include the following model rules and cases: ·      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 Prewitt (mixing romance with business) ·      Alex Jones’ texting case (Lawyer accidently sent thousands of privileged texst messages to opposing counsel in Alex Jones defamation case. ·      In re: Chung (lawyer disciplined for creating fake news, then citing to it in court) ·      In re: Gundy (judge sanctioned for continually showing up to work late) ·      In re: Kolb (lawyer disciplined for making demand for future pain and suffering on behalf of client who died 9 months ago) ·      In re: Hegg (attorney not reinstated after murder for hire scheme) ·      In re: Jackson (attorney disciplined for tweeting confidential information) ·      In re: Elstein (lawyer disciplined for staging fake depositions) ·      In re: Lynum (attorney disciplined for disparaging judge on social media) ·      In re: Sablone (attorney disciplined for double-billing) ·      In re: Thollander (attorney disciplined for saying “gadzooks” in open court) ·      In re: Calpin (lawyer disciplined for posting negative review of client on Yelp) ·      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 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) ·      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: John Murphy (judge disciplined for erratic behavior in court, including inviting defense counsel to back hallway for a fight) ·      In re: Anthony Baker (lawyer sanctioned for throwing a tantrum in court) ·      In re: Adams and Bell (judges disciplined for drunken excursion to strip club and White Castle during judicial conference) ·      In re: Harrod III (attorney disbarred for faking signatures on a will and lying about it during probate proceedings) ·      In re: Sutton (attorney disciplined for calling the judge a cockroach and submitting false billing) ·      In re: Avenatti (attorney discripline in extortion case) ·      In re: Cohen (attorney discipline in perjury case) ·      In re: Thomas Cope (attorney faced ethics probe for shooing racoon off of boat) ·      In re: Diaco (Lawyers disbarred for concocting litigation strategy to get opposing counsel drunk and busted for a DUI)   Hollywood Professionalism (Professionalism and Ethics) In this section, we review the Model Rules of Professional Responsibility as those rules are depicted in popular movies. We also analyze the difference between professionalism and ethics, encouraging attorneys to view their career as a professional calling. During this class, we will review the following Model Rules: ·      To Kill a Mockingbird (Model Rule 2.1 – Advisor) ·      12 Angry Men (Model Rule 3.5 – Impartiality and Decorum of the Tribunal) ·      My Cousin Vinny (Model Rule 1.1 – Competence) ·      Anatomy of a Murder (Model Rule 3.3 – Candor towards the Tribunal) ·      Witness for the Prosecution (Model Rule 3.8 – Special Responsibilities of a Prosecutor) ·      Philadelphia (Model Rule 3.4 – Fairness to Opposing Counsel) ·      Presumed Innocent (Model Rule 8.4 – Misconduct) ·      And Justice for All (Model Rule 1.2 – Scope of Representation) ·      As time allows, we will also cover situations depicted in Better Call Saul, L.A. Law, Suits, Boston Legal, The Good Wife, The Practice, How to Get Away with Murder, Night Cour and Trial and Error.   Supreme Court Review The Supreme Court has been extremely busy of late. Love them or hate them, we must learn from them. During this session, we review the recent Supreme Court decisions and how those holdings will impact future cases. ·      Dobbs v. Jackson, o   Right to privacy v. Right to life ·      NY State Rifle Assoc. v Bruen o   2nd Amendment and self defense ·      Iancu v. Brunetti o   Copyright, the F bomb, and viewpoint discrimination ·      Van Buren v. United States, o   Computer Fraud and Abuse Act ·      California v. Texas, o   Standing to challenge ACA ·      Fulton v. City of Philadelphia o   Free exercise clause and non-discrimination provisions ·      Ramirez v. Collier, o   Free Exercise Clause and Prisoner’s rights ·      Mahanoy Area School District v. B.L. o   Free speech rights in public schools v. School’s right to discipline ·      Cedar Point Nursery v. Hassid o   Fifth Amendment applied to unions ·      Lange v. California o   Fourth Amendment and homes ·      Collins v. Yellen, o   Presidential powers v. Congressional powers ·      NCAA v. Alston o   Anti-trust and amateurism rules ·      Mitchell v. Wisconsin o   4th Amendment and unconscious consent ·      Clayton v. Bostock County o   Title VII and sex discrimination o   Masterpiece Cakeshop v. Colorado Civil Rights Commission ·      2022-2023 term – cases to watch   Top 10 Wacky Cases During this session, attorneys will learn how to litigate headline cases and the trial strategies that won the day … and lost the day. We will cover the following cases: ·      Johnny Depp v. Amber Heard (Defamation) ·      State v. Elizabeth Holmes (Fraud and SEC violations) ·      Novak v. City of Parma, Ohio (person arrested for operating a parody site of police department) ·      State v. Lawrence – restitution for smuggling gold nuggets in his rectum ·      Ohio v. Bryant (whether defendant’s foul-mouth outburst justified increase in prison sentence) ·      Chaturvedi v. City of Moradabad (a 22 year old lawsuit over 25 cents) ·      State v. Brophy (“How to Murder Your Husband” author found guilty of murdering husband) ·      In re: Brittney Spears (attorney ethics meets celebrity law) ·      State v. Brittney Griner (navigating forgeign law and policy) ·      22 Masseuses v. Deshaun Watson ·      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 ·      Phil Mickelson v. PGA (anti-trust and golf) ·      State v. Kyle Rittenhouse (self-defense is an offense?) ·      John Gruden v. NFL (defamation lawsuits and tortious interference with contract) ·      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 settlement rejected because clients received nothing of value).   About the Presenter: Joel Oster, Esq., Joel is a seasoned litigator and regular speaker to attorneys and non-attorneys alike.  He currently is in private practice in Kansas City, specializing in constitutional litigation, campaign finance, sports law and appellate advocacy.  He previously served as senior counsel with Alliance Defending Freedom at its Kansas City Regional Service Center. While at ADF, he was counsel for the Town of Greece, New York in the landmark case Galloway v. Greece.  Joel argued the case before the United States District Court for the Western District of New York and the Second Circuit, and was part of the legal team presenting the case to the U.S. Supreme Court where they successfully defended the Town against a challenge to its practice of opening its sessions with an invocation. Oster regularly litigates First Amendment issues.  As lead counsel in Freedom from Religion Foundation v. Obama, Oster skillfully defended the constitutionality of the National Day of Prayer against an Establishment Clause challenge. Before the U.S. Court of Appeals for the 8th Circuit, he successfully defended the right of an organization to have a pro-life specialty license plate in Missouri in Roach v. Stouffer. In Wigg v. Sioux Falls School District, he successful represented an elementary school teacher in obtaining equal access to school facilities after contract time after she was denied that right based on the viewpoint of her speech.  In addition, Oster has defended various churches based on the Religious Land Use and Institutionalized Persons Act, against discriminatory zoning codes and regulations.  Oster also has defended various individuals, corporations, and political committees against discriminatory and unconstitutional campaign finance regulations.  Joel has also spoken to thousands of attorneys across the United States and has learned from their successful and unsuccessful legal practices.  Joel brings this practical perspective to all his seminars. Oster earned his J.D. in 1997 from the University of Kansas School of Law.  Oster is admitted to the bar in Kansas, Missouri, Florida, and numerous federal courts. Joel is a seasoned litigator and regular speaker to attorneys and non-attorneys alike.  He currently is in private practice in Kansas City, specializing in constitutional litigation, campaign finance, sports law and appellate advocacy.   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
  • 450
    Min.
  • 12/31/23
    Avail. to
  • DETAILS
Course1

A.I. in Healthcare: Revolutionary or Risky?

$50.00
  • Author/Instructor:  OBA Health Law Section

A.I. in Healthcare: Revolutionary or Risky?   At the conclusion of this program, participants should be able to: •          Describe the drivers and barriers to using artificial intelligence (AI) in healthcare. •          Understand the current role of AI in healthcare and potential future roles. •          Describe potential risks to patients and providers related to AI. •          Understand the legal and ethical concerns related to AI in medical care. •          Develop prevention strategies designed to decrease risks associated with the use of AI in healthcare.   Speaker: Graham Billingham, MD, FACEP, FAAEM is the Chief Medical Officer for Princeton Insurance Company and its parent organization, MedPro Group. He is responsible for providing leadership and support in the areas of clinical risk, claims, underwriting and sales efforts, and for leading the organizations' Healthcare Advisory Boards. Learn more about Dr. Billingham at this link.   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
  • 55
    Min.
  • 3/30/25
    Avail. to
  • DETAILS
Course1

Bad Lawyers of Hollywood: An Ethics Program

$50.00
  • Author/Instructor:  Stuart Teicher

The Bad Lawyers of Hollywood: An Ethics Program      Whether it’s fictional lawyers in film, or real lawyers who represent celebrities, a ton of these characters have committed ethical violations. Join the CLE Performer Stuart Teicher as he explores the misdeeds of the real and fake lawyers of Hollywood. Rules addressed include 1.5 (fees), 8.4 (misconduct) and 1.6 (confidentiality)?    STUART TEICHER- Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction.   A practicing lawyer for 30 years, Stuart’s career is now dedicated to helping?fellow lawyers survive the practice of law and thrive in the profession.   Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings.     Stuart helps lawyers get better at what they do (and enjoy the process) through his entertaining and educational CLE “performances”.  He speaks, teaches, and writes— Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology.    Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys.  Mr. Teicher also served on the New Jersey Office of Attorney Ethics Fee Arbitration Committee. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses. He also taught legal writing at St. John’s University School of Law in New York 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
  • 51
    Min.
  • 10/26/24
    Avail. to
  • DETAILS
Course1

Data Privacy: What Is It and Why Should You Care?

$50.00
  • Author/Instructor:  Collin R. Walke, Hall Estill, Special Counsel

  Data Privacy: What Is It and Why Should You Care? OBA/CLE Lunch and Learn   This CLE will apprise practitioners on what data privacy is and how it applies to their practice.  From protecting sensitive client data to applying for malpractice insurance, understanding data privacy is critical for both legal and ethical compliance.      SPEAKER: Collin R. Walke, J.D., CIPP/US, CIPM Hall Estill, Special Counsel   Collin Walke leads Hall Estill's Cybersecurity and Data Privacy Practice. Collin is CIPP-US and CIPM certified, and is also a certified AI Systems auditor under the GDPR. Collin received his B.A. in Philosophy from Oklahoma State University, his J.D., magna cum laude, from Oklahoma City University School of Law, and is also a graduate of Harvard's Business Analytics Program.     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
  • 50
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Drafting Waivers of Conflicts of Interest

$85.00
  • Author/Instructor:  William Freivogel

A bedrock principle of lawyer ethics is that lawyers owe their clients loyalty, free of conflicts of interest unless those conflicts are waived by a client in writing. Clients are entitled to zealous representation without the lawyer being conflicted by other representations or interests. When a conflict arises, the lawyer is required to decline the representation unless the conflict is waived by the client.  But waivers are not always easily accomplished.  They must be carefully drafted, particularly when it purports to be of an anticipated conflict, not an existing conflict. This program will provide you with a practical guide to the rules governing conflict waivers, types of waivers, and drafting tips. Key provisions of waivers and ensuring there is “informed” consent Advance waivers – drafting waivers for anticipated conflicts Types of advance waivers – stating subject area, adverse parties, neither or both Sources of rules and practical guidance on drafting waivers Common mistakes made in drafting waivers Consequences of ineffective waivers 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 <http://www.freivogelonconflicts.com/> .  Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.

  • On-Demand
    Format
  • 60
    Min.
  • 5/6/24
    Avail. to
  • DETAILS
Course1

Effective Strategies for Identifying and Litigating Domestic Violence

$175.00
  • Author/Instructor:  Family Law Section

Effective Strategies for Identifying and Litigating Domestic Violence Looking to improve your knowledge and skills in identifying and litigating domestic violence cases? Look no further than the Effective Strategies for Identifying and Litigating Domestic Violence program offered by the Family Law Section. This comprehensive program features speakers in the field, including Kelley A. Baker, Ph.D., Angela Beatty, Brandon Pasley, and Sharon Byers. Topics covered include parental alienation, intimate partner violence typologies, and the GAL's perspective on alienation and domestic violence matters.   Speakers        ·        Kelley A. Baker, Ph.D., LPC Licensed Professional Counselor ·        Angela Beatty & Brandon Pasley: Intimate Partner Violence Typologies Angela Beatty is the Chief Programs Officer for YWCA Oklahoma City and Brandon Pasley is the Senior Director of Compliance & Education for YWCA Oklahoma City. ·        Sharon Byers: The GAL's Perspective on Alienation and the Different Domestic Violence Matters Discussed Sharon Byers is the Senior Staff Attorney for the Oklahoma Guardian Ad Litem Institute. Previous to this position, she served as the Executive Director for the Oklahoma GAL Institute for 6 years.   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
  • 304
    Min.
  • 5/17/25
    Avail. to
  • DETAILS
Course1

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

$85.00
  • Author/Instructor:  Thomas E. Spahn and 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.
  • 3/1/25
    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.
  • 3/7/25
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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.
  • 1/10/25
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Course1

Ethical Pitfalls Lawyers Should Avoid On Social Media

$95.00
  • Author/Instructor:  Claude Ducloux and Jim Calloway

Ethical Pitfalls Lawyers Should Avoid On Social Media So many experts advise lawyers to market via social media. Prospective clients use social media. And, at least at the entry level, social media is free.  But unlike many other businesses using social media to market, most of lawyer’s best examples of accomplishments are given by client confidentiality an d attorney client privilege. Sharing something the client considers confidential with thousands of internet users is a problem, and deleting the post does not address all resulting issues.  Out two presenters have spent a great deal of time counseling lawyers who found themselves in social media hot water for possible ethics violations. Among the items covered will be: What are three ethical pitfalls attorneys should be mindful of regarding their social media presence? What are three ethical pitfalls attorneys need to be mindful of regarding their client's social media presence? What are the ethical issues with online reviews? Several examples of lawyer mistakes, inadvisable posts and other social media posts gone very wrong will be covered.   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
  • 100
    Min.
  • 6/16/25
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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
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Course1

Ethics & Artifcial Intelligence: What Lawyers Should Know

$85.00
  • Author/Instructor:  Thomas E. Spahn

Ethics and Artificial Intelligence: What Lawyers Should Know   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.     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.
  • 12/8/23
    Presented
  • 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. 

  • On-Demand
    Format
  • 60
    Min.
  • 11/18/24
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Course1

Ethics and Client Money: Trust Funds, Expenses, Setoffs & More

$85.00
  • Author/Instructor:  Thomas E. Spahn

Whenever an attorney takes money from a client – for fees billed, to cover expenses, as a retainer, or held in trust – there are substantial ethical issues involved.  Many ethical complaints arise from accusations that an attorney mishandled funds. In billing and collecting fees and expenses, there are issues about whether the fees and expenses were explained in advance and are proper in relation to services provided.  If an attorney accepts credit cards from clients, there are significant issues related to disclosure, Truth-in-Lending laws, chargebacks, pass-through of merchant processing fees, and confidentiality.  In trust funds, there are issues of segregation of funds, accounting, and more. This program will provide you with a practical guide to the many ethical issues that arise when attorneys, clients, and money mix.   Traps in trust fund accounting and the risks of “set-offs” of disputed amounts Disclosure and documentation of trust accounting of client money Retainers – use, accounting, and regular communications Accepting credit card payments from clients –  pass-through processing fees, Truth-in-Lending, disclosure and confidentiality Confidentiality when a client has a dispute with his credit card company – ethical tension of client duties and contractual obligations Use of credit cards to fund a retainer and related trust fund accounting issues – trust funds v. operating funds   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.
  • 1/30/25
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Course1

Ethics and Conflicts with Clients, Part 1

$85.00
  • Author/Instructor:  William Freivogel

Ethics and Conflicts with Clients, Part 1 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?   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.     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.
  • 12/21/23
    Presented
  • DETAILS
Course1

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?   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.
  • 12/31/25
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  • DETAILS
Course1

Ethics and Conflicts with Clients, Part 2

$85.00
  • Author/Instructor:  William Freivogel

Ethics and Conflicts with Clients, Part 2 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 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?   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.       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.
  • 12/22/23
    Presented
  • DETAILS
Course1

Ethics and Dishonest Clients

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

One of the dangers of practicing law is that, now and again, you get a dishonest client.  Your client may be misleading you – and others – about the facts of their case, either through silence or affirmative misstatements.  Or they may be telling you one thing and others something else different.  You may discover proof of the dishonesty or just suspect it. Client dishonesty raises many ethical issues.  What must you do to ensure your client is telling you the truth?  What if you discover a client is lying to a court or tribunal?  Are you allowed to disclose the dishonesty despite the duty of client confidentiality?  Are there degrees of client dishonesty – some acceptable, others not?  This program will provide you with a guide to the substantial ethical issues when client dishonesty is discovered or suspected.    Tension between the duty of confidentiality and the duty to be honest in communications Determining whether a client is lying – active v. passive, fact v. opinion, affirmative statements v. silence Unknowing attorney representations on basis of client dishonesty Duties of disclosure and to whom – the tribunal, third parties? Mandatory and permissive withdrawals from a case, including “noisy” withdrawals Discovery of dishonesty in closed matters   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 40 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.

  • On-Demand
    Format
  • 60
    Min.
  • 7/29/24
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Course1

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. 

  • On-Demand
    Format
  • 60
    Min.
  • 10/24/24
    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.

  • On-Demand
    Format
  • 60
    Min.
  • 9/14/24
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  • 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.

  • On-Demand
    Format
  • 60
    Min.
  • 11/29/24
    Avail. to
  • DETAILS
Course1

Ethics for Transactional Lawyers

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

Ethics for Transactional Lawyers   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.  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.     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.
  • 11/21/25
    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. 

  • On-Demand
    Format
  • 60
    Min.
  • 11/2/24
    Avail. to
  • DETAILS
Course1

Ethics in Negotiations – Boasts, Shading, and Impropriety

$85.00
  • Author/Instructor:  Elizabeth Treubert Simon and 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.     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.     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
  • 58
    Min.
  • 6/28/25
    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. 

  • On-Demand
    Format
  • 60
    Min.
  • 11/11/24
    Avail. to
  • 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.

  • On-Demand
    Format
  • 60
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Ethics of Co-Counsel and Referral Relationships

$85.00
  • Author/Instructor:  Brian S. Faughnan

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 special counsel in the Memphis office of Thomason Hendrix Harvey Johnson & Mitchell, PLLC, where he represents clients in a wide variety of matters at the trial level and on appeal.  He counsels lawyers and law firms on a wide variety of issues surrounding legal ethics and professional responsibility. He is the chair of the Tennessee Bar Association’s Standing Committee on Ethics and Professional Responsibility, a reporter for the committee’s rules revision project, a member of the Association of Professional Responsibility Lawyers, and a member of the Media Law Resource Center’s Ethics Committee.       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.
  • 5/30/25
    Avail. to
  • DETAILS
Course1

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

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

Ethics of Identifying Your Client: It's Not Always Easy 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.     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.     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
  • 61
    Min.
  • 10/24/25
    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.
  • 5/24/25
    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

Fight The Internet Bad Guys & Win!

$99.00
  • Author/Instructor:  Dave Moore, CISSP - Founder & CEO, The Internet Safety Group Ltd

  Fight The Internet Bad Guys & Win!   Cybersecurity pro Dave Moore makes it easy for anyone with the right knowledge to stay safe on the Internet. Dave addresses a host of important topics, including: What are computer viruses, and where do they come from? Is online banking safe? What makes a good password, and why should you care? How do you tell a safe website from one that's dangerous? Why do you have to keep "updating" things? How do you keep your email account from being hacked? Internet safety is easy with this hard-hitting, eye-opening class from cybersecurity expert Dave Moore. Come learn how to Fight The Internet Bad Guys and Win!   Speaker: Dave Moore, CISSP Founder & CEO, The Internet Safety Group Ltd., a 501(c)(3) non-profit public charity   SPEAKER BIO: Dave Moore, CISSP, The Internet Safety Group Ltd, a 501(c)(3) non-profit. Born Kansas, 1954; in Norman, OK since 1970. Give baby Dave a radio = disassembled radio that maybe works later. 1984; First computer, Commodore 64. Modified with on/off switch to control expansion port. Add clock port to Emu Systems Drumulator to sync Drumulator, C64, Sequential Circuits C 64 Sequencer and SC Prophet 600 synthesizer to pursue electronic music making at home. 1984-present: began computer service business. 1998, focus on cybersecurity. 2003: invent Defcon WiFi Shootout Contest (2003-2005). Contest World Record holders listed page 112, 2006 Guinness Book of World Records. 2005-present: author popular weekly newspaper column, “Computer Sense,” for The Norman Transcript. 2008-present: presenting Internet safety community training classes to enthusiastic audiences. Founder/CEO of The Internet Safety Group Ltd, a 501(c)(3) non-profit. See www.davemoorecomputers.com for 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
  • 105
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

GALPS 2023 CLE Conference (In-Person)

$50.00**
  • Author/Instructor:  Government and Administrative Law Section

GALPS 2023 CLE Conference Friday, December 8th, 2023 Co-sponsored With:  Government and Admistrtative Law Section AGENDA   8:30 - 9:00 am ~ Registration and Breakfast 9:00 - 9:10 am ~ Welcome 9:10 - 10:00 am ~ Trevor Pemberton - Executive Function 10:00 - 10:50 am ~ Elizabeth Field - Professional Licensing 10:50 - 11:00 am ~ Morning Break 11:00 - 11:50 am ~ Amanda Otis & Jason Lawson - The State of Procurement 12:00 - 1:00 pm ~ Lunch Break 1:00 - 1:50 pm ~ Sarah Penn & James Rucker - The State of Agency Deference 1:50 - 2:40 pm ~ Panel Discussion -Eric Davis, Don Maisch, Mackenzie Murphy-Wilfong, Kara Smith 2:40 - 2:50 pm ~ Afternoon Break 2:50 - 3:40 pm ~ Preston Draper - A Brave New World: AI Through an Ethics Lens     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
  • 400
    Min.
  • 12/8/23
    Presented
  • DETAILS
Course1

GALPS 2023 CLE Conference (Webcast)

$50.00**
  • Author/Instructor:  Government and Administrative Law Section

GALPS 2023 CLE Conference Friday, December 8th, 2023 Co-sponsored With:  Government and Administrative Law Section AGENDA   8:30 - 9:00 am ~ Registration and Breakfast 9:00 - 9:10 am ~ Welcome 9:10 - 10:00 am ~ Trevor Pemberton - Executive Function 10:00 - 10:50 am ~ Elizabeth Field - Professional Licensing 10:50 - 11:00 am ~ Morning Break 11:00 - 11:50 am ~ Amanda Otis & Jason Lawson - The State of Procurement 12:00 - 1:00 pm ~ Lunch Break 1:00 - 1:50 pm ~ Sarah Penn & James Rucker - The State of Agency Deference 1:50 - 2:40 pm ~ Panel Discussion -Eric Davis, Don Maisch, Mackenzie Murphy-Wilfong, Kara Smith 2:40 - 2:50 pm ~ Afternoon Break 2:50 - 3:40 pm ~ Preston Draper - A Brave New World: AI Through an Ethics Lens     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
  • 400
    Min.
  • 12/8/23
    Presented
  • DETAILS
Course1

Honoring Sovereignty: An Indian Law Update (In-Person)

$175.00**
  • Author/Instructor:  OBA Indian Law Section

Oklahoma Bar Association Indian Law Section CLE December 21, 2023, 9 a.m. to 4:20 p.m. Oklahoma Bar Center, Oklahoma City and Online   Time Topic Panelists 8:45 to 9:00  a.m. Registration     9:00 a.m. to 9:20 a.m. Welcome from OCU Law Dean David Holt The Hon. David Holt 9:25 a.m. to 10:15 a.m. U.S. Supreme Court Update A discussion focused on the Supreme Court’s notable Indian law decisions in the last year and cases to watch on this year’s docket. Prof. Marc Roark, University of Tulsa College of Law, Professor and Associate Dean of Faculty Development 10:20 a.m. to 11:10 a.m. Tribal Court Transitions A primer on how to transition from a tribal court created by the Code of Federal Regulations, i.e. a “CFR Court,” to an independent tribal court, featuring necessary legal infrastructure and practical tips. Hon. Eldridge Onco, Chief Justice, Kiowa Tribal Court; Hon. Heather Mitchell, Chief Judge, Kiowa Tribal Court; Hershel M. Gorham, Esq., General Counsel, Cheyenne & Arapaho Tribes 11:10 a.m. to 11:20 a.m. Break   11:20 a.m. to 12:10 p.m. Smoothing the Path from Fee to Trust A detailed overview on how to make an application to Interior for taking land into trust, whether for gaming, non-gaming or “mandatory” acquisitions. Valery Giebel, Esq., senior Indian law attorney, U.S. Department of the Interior Office of the Solicitor, Tulsa Field Office 12:10 p.m. to 12:40 p.m. Lunch   12:40 p.m. to 1:30 p.m. Farm Bill Updates for Indian Country Learn how updates to the 2018 Farm Bill 2023 will impact Indian Country’s farming, ranching, hemp, forestry and nutrition programs to achieve food sovereignty and security. Carly D. Griffith Hotvedt, Esq. Associate Director of the Indigenous Food and Agriculture  Initiative, University of Arkansas Law School 1:35 p.m. to 2:25 p.m. Restoring the Indian Treaty Power Professor Pearl will discuss the likely unconstitutional nature of the 1871 prohibition on the President’s ability to enter into treaties with Indian tribes, touching on relevant case law on separation of powers, potential legal challenges and how the ability to negotiate treaties would solve many disputes between Oklahoma tribes and the State. Prof. M. Alexander Pearl, University of Oklahoma College of Law 2:25 p.m. to 2:35 p.m. Break   2:35 p.m. to 4:25 p.m. Eliminating Implicit Bias in the Legal Profession   This interactive session will explore how attorneys can meet their duty under the Rules of Professional Conduct to respect the legal system and those who serve it by recognizing and mitigating implicit bias in their relationships and interactions with clients, job applicants and as prosecutors, defense counsel and judges.    Dr. Natasha M. Mickel, PhD., Assistant Professor, Assistant Director of Faculty Development, University of Oklahoma HSC. Stephanie Hudson, Esq., director, Oklahoma Indian Legal Services; President, Oklahoma Bar Association Indian Law Section       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
  • 445
    Min.
  • 12/21/23
    Presented
  • DETAILS
Course1

Honoring Sovereignty: An Indian Law Update (Webcast)

$175.00**
  • Author/Instructor:  OBA Indian Law Section

Oklahoma Bar Association Indian Law Section CLE December 21, 2023, 9 a.m. to 4:20 p.m. Oklahoma Bar Center, Oklahoma City and Online   Time Topic Panelists 8:45 to 9:00  a.m. Registration     9:00 a.m. to 9:20 a.m. Welcome from OCU Law Dean David Holt The Hon. David Holt 9:25 a.m. to 10:15 a.m. U.S. Supreme Court Update A discussion focused on the Supreme Court’s notable Indian law decisions in the last year and cases to watch on this year’s docket. Prof. Marc Roark, University of Tulsa College of Law, Professor and Associate Dean of Faculty Development 10:20 a.m. to 11:10 a.m. Tribal Court Transitions A primer on how to transition from a tribal court created by the Code of Federal Regulations, i.e. a “CFR Court,” to an independent tribal court, featuring necessary legal infrastructure and practical tips. Hon. Eldridge Onco, Chief Justice, Kiowa Tribal Court; Hon. Heather Mitchell, Chief Judge, Kiowa Tribal Court; Hershel M. Gorham, Esq., General Counsel, Cheyenne & Arapaho Tribes 11:10 a.m. to 11:20 a.m. Break   11:20 a.m. to 12:10 p.m. Smoothing the Path from Fee to Trust A detailed overview on how to make an application to Interior for taking land into trust, whether for gaming, non-gaming or “mandatory” acquisitions. Valery Giebel, Esq., senior Indian law attorney, U.S. Department of the Interior Office of the Solicitor, Tulsa Field Office 12:10 p.m. to 12:40 p.m. Lunch   12:40 p.m. to 1:30 p.m. Farm Bill Updates for Indian Country Learn how updates to the 2018 Farm Bill 2023 will impact Indian Country’s farming, ranching, hemp, forestry and nutrition programs to achieve food sovereignty and security. Carly D. Griffith Hotvedt, Esq. Associate Director of the Indigenous Food and Agriculture  Initiative, University of Arkansas Law School 1:35 p.m. to 2:25 p.m. Restoring the Indian Treaty Power Professor Pearl will discuss the likely unconstitutional nature of the 1871 prohibition on the President’s ability to enter into treaties with Indian tribes, touching on relevant case law on separation of powers, potential legal challenges and how the ability to negotiate treaties would solve many disputes between Oklahoma tribes and the State. Prof. M. Alexander Pearl, University of Oklahoma College of Law 2:25 p.m. to 2:35 p.m. Break   2:35 p.m. to 4:25 p.m. Eliminating Implicit Bias in the Legal Profession   This interactive session will explore how attorneys can meet their duty under the Rules of Professional Conduct to respect the legal system and those who serve it by recognizing and mitigating implicit bias in their relationships and interactions with clients, job applicants and as prosecutors, defense counsel and judges.    Dr. Natasha M. Mickel, PhD., Assistant Professor, Assistant Director of Faculty Development, University of Oklahoma HSC. Stephanie Hudson, Esq., director, Oklahoma Indian Legal Services; President, Oklahoma Bar Association Indian Law Section       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
  • 445
    Min.
  • 12/21/23
    Presented
  • 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
    Avail. to
  • DETAILS
Course1

Lawyer Ethics & Credit Cards

$85.00
  • Author/Instructor:  Thomas E. Spahn

Lawyer Ethics & Credit Cards Use of credit cards by law firms and lawyers is commonplace. Law firms may accept credit cards as means of payment for fees and expenses. This concession to the larger reality of the economy, however, raises many ethical issues. Can lawyers pass on credit card processing fees (which can be substantial) to clients?  What happens if a client’s credit card company does a chargeback of fees?  How does a lawyer maintain confidentiality when he or she has a dispute with a credit card company, or the client has a dispute with the credit card company?  These and many issues arise when lawyers accept credit cards from clients. This program will provide you with a guide to ethical issues when credit cards are accepted and used in law practice. ·         Passing on credit card processing fees to clients ·         Truth-in-Lending issues and tax penalties ·         Ethical issues when credit card companies chargeback funds paid to a lawyer or from a trust account ·         Confidentiality when a client has a dispute with his or her credit card company ·         Use of credit cards to fund a retainer and related trust fund accounting issues ·         Creditor claims against trust fund accounts ·         Leftover client funds and proper trust fund accounting   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.     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
  • 58
    Min.
  • 7/18/25
    Avail. to
  • DETAILS
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
    Avail. to
  • 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
    Avail. to
  • DETAILS
Course1

Lawyer Ethics and Investigations for and of Clients

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

Lawyer Ethics and Investigations for and of Clients 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.
  • 4/25/25
    Avail. to
  • DETAILS
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.
  • 2/22/25
    Avail. to
  • DETAILS
Course1

Lawyer Ethics and the Internet

$85.00
  • Author/Instructor:  Thomas E. Spahn

Lawyer Ethics and the Internet 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.       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
  • 59
    Min.
  • 8/15/25
    Avail. to
  • DETAILS
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
    Avail. to
  • DETAILS
Course1

Lawyer Ethics When Storing Files in the Cloud

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

Lawyer Ethics When Storing Files in the Cloud   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.  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.     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.
  • 11/14/25
    Avail. to
  • DETAILS
Course1

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.

  • On-Demand
    Format
  • 60
    Min.
  • 1/20/25
    Avail. to
  • DETAILS
Course1

LHL Wellness Matters Afternoon Plenary - 2023 OBA Annual Meeting

$49.00
  • Author/Instructor:  Jon Krop, LHL Committee

Presented at the 2023 Oklahoma Bar Association Annual Meeting                   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.
  • 1/22/24
    Avail. to
  • DETAILS
Course1

LIVE REPLAY: 2023 Ethics in Civil Litigation Update, Part 1

$85.00
  • Author/Instructor:  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: 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    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.
  • 12/13/23
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2023 Ethics in Civil Litigation Update, Part 2

$85.00
  • Author/Instructor:  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: 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    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.
  • 12/14/23
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2023 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.
  • 12/26/23
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2023 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.
  • 12/27/23
    Presented
  • DETAILS
Course1

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

$85.00
  • Author/Instructor:  Thomas E. Spahn and 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. 

  • Webcast
    Format
  • 60
    Min.
  • 12/28/23
    Presented
  • DETAILS
Course1

LIVE REPLAY: 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. 

  • Webcast
    Format
  • 60
    Min.
  • 12/29/23
    Presented
  • 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

Privacy and Tools for the Non-Tech Lawyer

$100.00
  • Author/Instructor:  Jeff Taylor

  Privacy and Tools for Non-Tech Savvy Lawyer OBA/CLE Lunch and Learn   Learn why you should care about technology. From efficiency to ethics concerns (and because standards are always changing), tech is more important than most realize.   Learn efficiency tips to manage your emails and set reminders for important items. And so much more!   SPEAKER:   Jeff Taylor The Duit Group of Companies Jeff is first (and only) In-House General Counsel to the Duit (pronounced Do It) Group of Companies. The Duit companies build road and bridge highway projects in Oklahoma, Texas, Arkansas, and Kansas. Jeff's focuses his daily activities on contract negotiations, construction delays, litigation, risk management, and employee issues. Jeff worked as a solo practitioner handling litigation, consumer advocacy, and representing small businesses before joining Duit. Jeff also created "The Droid Lawyer," a legal tech blog focused on Android and mobile devices for 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
  • 85
    Min.
  • 12/31/24
    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 Panel on Professionalism and Civility - 2023 OBA Annual Meeting

$49.00
  • Author/Instructor:  Judge Anthony Bonner, Judge Sheila D. Stinson, and John W. Coyle III

Presented at the 2023 Oklahoma Bar Association Annual Meeting.   PANEL MEMBERS: Judge Anthony Bonner, District Judge, Oklahoma County Judge Sheila D. Stinson, District Judge, Oklahoma County John W. Coyle III, Coyle 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
  • 53
    Min.
  • 11/12/25
    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 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. 

  • On-Demand
    Format
  • 60
    Min.
  • 8/17/24
    Avail. to
  • DETAILS
Course1

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

The Ethics of Representing Two Parties in a Transaction 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.       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
  • 61
    Min.
  • 9/14/25
    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.
  • 2/17/25
    Avail. to
  • DETAILS
Course1

The Murdaugh Murder Trial: Ethical Violations to Murder

$100.00
  • Author/Instructor:  Joel Oster

The Murdaugh Murder Trial: Ethical Violations to Murder   "The Murdaugh Murder Trial: Ethical Violations to Murder" – an extraordinary Continuing Legal Education program that delves into the riveting case that shook the legal world. Don't miss this  opportunity to gain invaluable insights into the complex interplay between ethics, addiction, and the criminal justice system. Prepare to be enthralled as Joel Oster, the renowned "Comedian at Law," takes you on a unique exploration of the Murdaugh murder trial. Through his signature blend of wit and legal expertise, Joel will provide a fresh perspective on this high-profile case, offering invaluable insights into the ethical violations that unfolded. Witness the drama and intrigue as key courtroom moments are discussed and reviewed. You won't want to miss the powerful contributions of our esteemed guests. Brian Hermanson, President of the Oklahoma Bar Association, shares his firsthand knowledge of trying a high-profile criminal case, shedding light on the immense pressure and ethical dilemmas faced by attorneys in such circumstances. Joining us is Pamela Turner, a respected substance abuse nurse, who explores the profound impact of addiction on an individual's behavior and decision-making process. By drawing connections between Mr. Murdaugh's ethical misconduct and his battle with addiction, this underscores the chilling link between professional misconduct and the tragic murder of his wife and son. Join us for "The Murdaugh Murder Trial: Ethical Violations to Murder," a CLE program that will challenge your understanding of legal ethics while leaving you spellbound by the events that unfolded.     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
  • 116
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Trust Accounting Essentials

$125.00
  • Author/Instructor:  Gina Hendryx and Julie Bays

Trust Accounting Essentials   The need to handle with scrupulous care funds entrusted to a lawyer by a client or third person should be self-evident. Nonetheless, there are cases where practicing lawyers, either inadvertently or intentionally, mishandle trust funds, subjecting clients and third persons to the risk of economic hardship and undermining public confidence in the legal profession. The purpose of this is course is threefold: (1) to describe the rules for handling trust funds and property; (2) to discuss relatively recent changes to the handling of fees and trust transactions; and (3) to provide practical guidance on how to use both print and electronic tools to produce client and general ledgers and to perform proper three-way reconciliation of trust funds accounts.   1:30 p.m.        Rules for Handling Trust Funds and Property Gina Hendryx, OBA General Counsel   2:20  p.m.       Documenting Trust Transactions & Preparing Ledgers – In Print & Electronically (Scenario Completion) Julie Bays, OBA/MAP Practice Managemnet Advisor    3:10 p.m.        Break   3:20 p.m.        Essential Features of Electronic Tools for Trust Fund Accounting Julie Bays, OBA/MAP Practice Managemnet Advisor    4:10 p.m. Adjourn   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
  • 130
    Min.
  • 12/31/24
    Avail. to
  • DETAILS
Course1

Wellness Wednesday - Ethics and Addiction

$24.00
  • Author/Instructor:  Richard Stevens

  Wellness Wednesday - Ethics and Addiction   A survey of disciplinary cases involving substance abuse and mental health 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
  • 32
    Min.
  • 12/31/24
    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 My Facebook Posts Teach About Lawyer Mental Health

$50.00
  • Author/Instructor:  Stuart Teicher

What My Facebook Posts Teach About Lawyer Mental Health Stuart Teicher, Esq.   In this program I’m going to use a strange vehicle to make some important points. That’s right, I’m going to show some screenshots of the Facebook posts I’ve made over my years of traveling and connect them to mental health issues in the practice. Many of the posts I make are funny, but make no mistake about it, there are serious underlying issues. For that reason, I’ve carefully selected particular posts which illustrate those issues. The mental health issues that are represented by my Facebook posts include anxiety, compassion fatigue, burnout, substance abuse, and more. As I’m sure you’re aware, these particular mental health issues manifest themselves uniquely in the practice of law. That’s going to be the focus of this program.     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.
  • 12/31/23
    Avail. to
  • DETAILS
Course1

Working in High Conflict Disputes - 2023 OBA Annual Meeting

$49.00
  • Author/Instructor:  Megan Hunter

Presented at the 2023 Oklahoma Bar Association Annual Meeting.                    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
  • 160
    Min.
  • 11/14/25
    Avail. to
  • DETAILS