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2026-07-22 13:00:00

2 Credits

Master ABA Opinions 516 and 523—draft withdrawal-proof engagement letters, spot problem clients early, and exit representations cleanly while protecting your fees, clients, and license.

2026-07-22 13:00:00

2 hours

Master ABA Opinions 516 and 523—draft withdrawal-proof engagement letters, spot problem clients early, and exit representations cleanly while protecting your fees, clients, and license.

2026-07-22 13:00:00

2 hours

1000+

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Your Right to Withdraw Was Decided at Intake

For decades, lawyers treated permissive withdrawal as an endgame question — something to analyze only after a relationship soured. ABA Formal Opinion 516 (April 2025) collapsed that assumption: whether withdrawal inflicts a “material adverse effect” under Rule 1.16(b)(1) now turns on the legal objectives the lawyer agreed to pursue, the matter’s forward progress, and the client’s cost of transitioning to successor counsel — variables fixed largely at engagement. Opinion 523 (May 2026) raises the stakes further, confirming that obligations memorialized in the engagement letter beyond fee payment can themselves ground withdrawal under Rule 1.16(b)(5). Lawyers running matters on legacy templates — boilerplate scope, no withdrawal provisions, no codified communication commitments — are exposed every time a representation needs to end, and communication failures remain a leading source of bar complaints. This session delivers the drafting frameworks both Opinions reward: scope and withdrawal clauses, Rule 1.4 update-cadence protocols, the three endorsed remediation steps, and Rule 1.16(d) wind-down mechanics. Attendees will leave able to structure engagements that preserve the exit — and execute it cleanly when the time comes.

Key topics that will be covered

What will you learn

Attorneys will learn how engagement letters, intake practices, and matter lifecycle decisions shape Opinion 516's material adverse effect analysis, and how to execute a clean withdrawal under Rule 1.16.

What will you gain

Attorneys will gain competency in establishing conditions for permissive withdrawal, structuring successor-counsel transitions and fee credits as remediation, and navigating Rule 1.16(d) wind-down obligations while safeguarding client confidences.

Withdrawal framework
Opinion 516’s material adverse effect framework is defined at the engagement letter stage.
Engagement drafting
Drafting scope, withdrawal provisions, and file closure practices that reduce withdrawal risk.
Red flags
Spotting difficult-client red flags at intake and mid-matter that ripen into withdrawal grounds.
Executing withdrawal
Notice, tribunal permission, Rule 1.16(d) obligations, and the Opinion’s three endorsed remediation steps.
Client communication
Rule 1.4 duties, update cadence commitments, and documentation trails defeating malpractice claims.
Opinion 523
Permissive withdrawal under Rule 1.16(b)(5) when clients fail to fulfill memorialized obligations.

What will you learn

Attorneys will learn how engagement letters, intake practices, and matter lifecycle decisions shape Opinion 516's material adverse effect analysis, and how to execute a clean withdrawal under Rule 1.16.

What will you gain

Attorneys will gain competency in establishing conditions for permissive withdrawal, structuring successor-counsel transitions and fee credits as remediation, and navigating Rule 1.16(d) wind-down obligations while safeguarding client confidences.

Agenda

SESSION 1

Intake to Exit: Minimizing Withdrawal Risk Under ABA Opinion 516

SESSION 2

Client Communication and Permissive Withdrawal

clock 1:00 pm - 2:00 pm EST

Intake to Exit: Minimizing Withdrawal Risk Under ABA Opinion 516

Jayne Reardon

FisherBroyles, LLP

Khasim Lockhart

Frankfurt Kurnit Klein + Selz PC

This session examines how ABA Formal Opinion 516 redefines permissive withdrawal under Rule 1.16(b)(1), showing attorneys how engagement letters, intake screening, and matter lifecycle practices reduce withdrawal risk — and how to execute a clean, compliant exit.

Jayne Reardon

FisherBroyles, LLP

Khasim Lockhart

Frankfurt Kurnit Klein + Selz PC

clock 2:10 pm - 3:10 pm EST

Client Communication and Permissive Withdrawal

Jayne Reardon

FisherBroyles, LLP

Khasim Lockhart

Frankfurt Kurnit Klein + Selz PC

This session covers Model Rule 1.4 communication duties — update cadence, documentation trails, and engagement letter commitments — alongside permissive withdrawal under ABA Formal Opinions 516 and 523, including material adverse effect analysis and Rule 1.16(d) wind-down obligations.

Jayne Reardon

FisherBroyles, LLP

Khasim Lockhart

Frankfurt Kurnit Klein + Selz PC

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Jayne Reardon

FisherBroyles, LLP

Khasim Lockhart

Frankfurt Kurnit Klein + Selz PC

Jayne Reardon

FisherBroyles, LLP

Jayne Reardon is a nationally renowned authority on legal ethics and professionalism, counseling lawyers and legal service providers on ethics, risk management, and regulatory matters. A seasoned trial lawyer and certified neutral, she brings a rare combination of courtroom experience, regulatory insight, and national thought leadership to the profession’s most consequential questions of professional responsibility.

Education & Credentials

Ms. Reardon earned her J.D. from the University of Michigan in 1983 and her B.S. from the University of Notre Dame in 1979, and has completed arbitration and mediation trainings through the Harvard Law School Program on Negotiation. She is admitted to practice in Illinois, before the United States District Court for the Northern District of Illinois, and before the United States Supreme Court. She serves on the national rosters of the American Arbitration Association for Commercial and Consumer Arbitration and is a certified neutral in the Early Dispute Resolution Process.

Recognition & Leadership

Ms. Reardon has been recognized nationally for her contributions to professional responsibility, including appointment to chair the ABA's Standing Committee on Professionalism for three consecutive years and receipt of the Center for Professional Responsibility's highest lifetime honor, the Michael Franck Professional Responsibility Award. She previously served as Executive Director of the Illinois Supreme Court Commission on Professionalism, an organization dedicated to promoting ethics and professionalism among lawyers and judges.

Professional Involvement

Ms. Reardon is active across the organized bar. Her memberships include the American Bar Association — where she has served on the Center for Professional Responsibility's Standing Committee on Professionalism (former Chair), the Working Group on Reforms to Advertising Rules, and the Law Practice Division's Ethics & Professional Responsibility Committee — the Association of Professional Responsibility Lawyers, the Illinois State Bar Association (Section on Alternative Dispute Resolution), the Chicago Bar Association (Professional Responsibility Committee), and the Women's Bar Association of Illinois, as well as past service on the National Task Force on Lawyer Well-Being. A sought-after educator, she has delivered hundreds of CLE and educational programs on ethics and professional responsibility to law firms, law students, judges, and bar associations across Illinois and nationally, on topics ranging from conflicts of interest and succession planning to the ethics of artificial intelligence, legal technology, and regulatory reform. She is also a widely published author whose work has appeared in the ABA Journal, Law Practice Today, the St. Mary's Law Journal, the Chicago Daily Law Bulletin, and ABA book chapters on professionalism and civility.

Experience

Ms. Reardon's career spans private practice, regulatory enforcement, and institutional leadership. An experienced trial lawyer, she has tried cases in state and federal courts across Illinois and on appeal up to the United States Supreme Court. Her background includes service as disciplinary counsel for the Illinois Attorney Registration and Disciplinary Commission and prior practice at Kelley Drye & Warren and Locke Lord (formerly Wilman Harrold Allen & Dixon). At FisherBroyles, her practice spans arbitration and mediation, commercial litigation, legal ethics and professional responsibility, litigation and risk management, professional and management liability, and cyber-risk, privacy, and data security.

Jayne Reardon

FisherBroyles, LLP

Jayne Reardon is a nationally renowned authority on legal ethics and professionalism, counseling lawyers and legal service providers on ethics, risk management, and regulatory matters. A seasoned trial lawyer and certified neutral, she brings a rare combination of courtroom experience, regulatory insight, and national thought leadership to the profession’s most consequential questions of professional responsibility.

Education & Credentials

Ms. Reardon earned her J.D. from the University of Michigan in 1983 and her B.S. from the University of Notre Dame in 1979, and has completed arbitration and mediation trainings through the Harvard Law School Program on Negotiation. She is admitted to practice in Illinois, before the United States District Court for the Northern District of Illinois, and before the United States Supreme Court. She serves on the national rosters of the American Arbitration Association for Commercial and Consumer Arbitration and is a certified neutral in the Early Dispute Resolution Process.

Recognition & Leadership

Ms. Reardon has been recognized nationally for her contributions to professional responsibility, including appointment to chair the ABA's Standing Committee on Professionalism for three consecutive years and receipt of the Center for Professional Responsibility's highest lifetime honor, the Michael Franck Professional Responsibility Award. She previously served as Executive Director of the Illinois Supreme Court Commission on Professionalism, an organization dedicated to promoting ethics and professionalism among lawyers and judges.

Professional Involvement

Ms. Reardon is active across the organized bar. Her memberships include the American Bar Association — where she has served on the Center for Professional Responsibility's Standing Committee on Professionalism (former Chair), the Working Group on Reforms to Advertising Rules, and the Law Practice Division's Ethics & Professional Responsibility Committee — the Association of Professional Responsibility Lawyers, the Illinois State Bar Association (Section on Alternative Dispute Resolution), the Chicago Bar Association (Professional Responsibility Committee), and the Women's Bar Association of Illinois, as well as past service on the National Task Force on Lawyer Well-Being. A sought-after educator, she has delivered hundreds of CLE and educational programs on ethics and professional responsibility to law firms, law students, judges, and bar associations across Illinois and nationally, on topics ranging from conflicts of interest and succession planning to the ethics of artificial intelligence, legal technology, and regulatory reform. She is also a widely published author whose work has appeared in the ABA Journal, Law Practice Today, the St. Mary's Law Journal, the Chicago Daily Law Bulletin, and ABA book chapters on professionalism and civility.

Experience

Ms. Reardon's career spans private practice, regulatory enforcement, and institutional leadership. An experienced trial lawyer, she has tried cases in state and federal courts across Illinois and on appeal up to the United States Supreme Court. Her background includes service as disciplinary counsel for the Illinois Attorney Registration and Disciplinary Commission and prior practice at Kelley Drye & Warren and Locke Lord (formerly Wilman Harrold Allen & Dixon). At FisherBroyles, her practice spans arbitration and mediation, commercial litigation, legal ethics and professional responsibility, litigation and risk management, professional and management liability, and cyber-risk, privacy, and data security.

Khasim Lockhart

Frankfurt Kurnit Klein + Selz PC

Khasim Lockhart is an associate in Frankfurt Kurnit’s Litigation Group whose practice focuses on entertainment, intellectual property, employment, legal ethics, and professional responsibility. A rising voice in legal ethics and professional responsibility litigation, he pairs substantial commercial litigation experience with a national profile as a CLE presenter on the ethical implications of artificial intelligence in legal practice.

Education & Credentials

Mr. Lockhart received his J.D. from Fordham University School of Law in 2018, with a concentration in Intellectual Property, where his honors included the Eugene J. Keefe Award, the Archibald R. Murray Public Service Award, the Northeast Region of the National Black Law Students Association's Chapter President of the Year Award, service as Associate Editor of the Fordham Intellectual Property, Media & Entertainment Law Journal, and captaining the championship team at the Pepperdine Entertainment Law Competition for Fordham Law Moot Court. He earned his B.A., cum laude, from Binghamton University, State University of New York, in 2014, and is admitted to practice in the State of New York and the Southern District of New York.

Recognition & Leadership

Mr. Lockhart serves as Co-Chair of Frankfurt Kurnit's Racial Justice Task Force. His honors include recognition by Best Lawyers in America on its 2026 "Ones to Watch" list for Litigation – Intellectual Property; as a "Rising Star" in the New York Law Journal's 2023 New York Legal Awards; by Lawyers of Color on its 2022 Hot List and as a 2023 Law Firm Diversity Professional; and by Super Lawyers as a 2024 and 2025 "Rising Star" in Litigation, Entertainment & Sports, Intellectual Property, and Professional Liability. Fordham University School of Law has recognized him as an alumnus "making history now" and as a 2024 alumni "Trailblazer."

Professional Involvement

Mr. Lockhart is an adjunct professor at Fordham University School of Law, where he teaches Peer Mentoring and Leadership. A frequent CLE presenter, he has spoken on evolving ethical responsibility in the AI age, the legal ethics of generative and agentic AI, ethics for new and IP lawyers, and diversity and inclusion in the profession before organizations including the New York City Bar, the New York State Bar Association, the Federal Bar Council, the New York Women's Bar Association, Lawline, and Fordham Law School's Bridge the Gap programs. His commentary and writing have appeared in Above the Law, American Bar Association publications, Law360, and the New York State Bar Association Journal. Outside the law, he is an active musician with music on all major streaming platforms.

Experience

Mr. Lockhart represents clients across entertainment, intellectual property, employment, legal ethics, and professional responsibility matters, and brings substantial commercial litigation experience spanning securities, real estate, insurance, and general commercial contract disputes. Prior to joining Frankfurt Kurnit, he was a litigation associate at Olshan Frome Wolosky LLP.

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The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

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