Essential Ethics for Solos and Small Firms


CLE credits earned: 2 ETHICS

In just two hours, you will learn (1) the technical requirements of any fee agreement, (2) methods for determining a reasonable fee, (3) helpful fee provisions to ensure payment, (4) how to handle refunds, (5) how to avoid the most common rule violations that get solos and attorneys at small firms into trouble, and (6) why every solo needs a succession plan and how to develop a good one.

Key topics to be discussed:

•   Picking a Niche Practice Area
•   Setting your Attorney Fees
•   Scam Alert and Assisting UPL
•   Succession Planning for Solos and Small Firms

Date / Time: December 26, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Select your state to see if this class is approved for CLE credit.

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Original Broadcast Date: September 23, 2019

Philip A. King, Esq. has practiced law in Ohio since 2000. Mr. King owns the Law Office of Philip A. King, LLC located in Columbus, Ohio. Mr. King’s areas of practice are Legal Ethics, Probate Administration and Estate Planning.

Before opening his law office, Mr. King was an Assistant Disciplinary Counsel (ADC) for the Office of Disciplinary Counsel of Ohio. In his 6½ years as an ADC, Mr. King investigated over 1,000 ethical grievances against attorneys and judges and prosecuted those who violated the disciplinary rules before the Supreme Court of Ohio.

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    Live Video Broadcasts

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    “Live” Re-Broadcasts

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Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. Top 4 rule violations

Section II. Firm Name and Letterhead

Section III. Picking a Niche Practice Area

Section IV. Client Solicitation and Advertising

Section V. Obligations to Clients

Section VI. Office Issues

Section VII. Scam Alert and Assisting UPL

Section VIII. Rule 1.5 Requirements

Section IX. Types of Attorney Fees

Section X. Refunds

Section XI. Setting your Attorney Fees

Section XII. What to charge for staff and expenses

Section XIII. Handling Refunds

Section XIV. Fee Agreements

Section XV. Division of Fees with other attorneys

Section XVI. Alternative to Fixed Fees

Section XVII. Succession Planning for Solos and Small Firms