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2025-04-23 13:00:00

1.5 Credits

Essential guidance on confidentiality, ethical communication, and trust account management under Model Rules 1.4, 1.6, and 1.15.

2025-04-23 13:00:00

1.5 hours

Essential guidance on confidentiality, ethical communication, and trust account management under Model Rules 1.4, 1.6, and 1.15.

2025-04-23 13:00:00

1.5 hours

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

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn essential guidance on maintaining confidentiality, complying with ethical communication standards, and properly managing client trust accounts under Model Rules 1.4, 1.6, and 1.15.

What will you gain

Attorneys will gain practical strategies for navigating common ethical pitfalls including cybersecurity threats, AI compliance, trust account reconciliation, and avoiding disciplinary violations.

Confidentiality
Understand attorney-client privilege versus duty of confidentiality and recognized exceptions.
Cybersecurity
Implement policies protecting client information from phishing, hacking, and ransomware threats.
AI Ethics
Verify AI-generated content and understand court disclosure requirements for submissions.
Trust Accounts
Maintain proper records, perform monthly reconciliations, and address stale balances promptly.
Communication
Maintain professional tone in emails and texts as discoverable written records.
Client Files
Return client files promptly upon termination regardless of unpaid fee disputes.

What will you learn

Attorneys will learn essential guidance on maintaining confidentiality, complying with ethical communication standards, and properly managing client trust accounts under Model Rules 1.4, 1.6, and 1.15.

What will you gain

Attorneys will gain practical strategies for navigating common ethical pitfalls including cybersecurity threats, AI compliance, trust account reconciliation, and avoiding disciplinary violations.

Agenda

Session 1

Ethical Communication Standards and Digital Pitfalls for Attorneys

Session 2

Confidentiality Obligations and Protecting Client Information

Session 3

Client Trust Account Management and Compliance Requirements

clock 1:00 pm - 1:30 pm EST

Ethical Communication Standards and Digital Pitfalls for Attorneys

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

This session explores the duty of communication under Model Rule 1.4, focusing on managing client expectations and ensuring informed decision-making. Attendees will examine ethical challenges in digital communication including email, text, social media, and AI tools, while learning best practices for responsiveness and avoiding misleading statements.

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

clock 1:30 pm - 2:00 pm EST

Confidentiality Obligations and Protecting Client Information

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

This session covers the duty of confidentiality under Model Rule 1.6, distinguishing it from attorney-client privilege and exploring recognized exceptions. Participants will learn practical strategies for protecting client information in remote work and cloud-based environments, managing inadvertent disclosures, and implementing cybersecurity safeguards.

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

clock 2:10 pm - 2:40 pm EST

Client Trust Account Management and Compliance Requirements

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

This session addresses Model Rule 1.15 and fiduciary duties in handling client funds, including proper recordkeeping, three-way reconciliation, and IOLTA requirements. Attendees will examine common disciplinary violations such as commingling and stale balances, and learn critical safeguards against wire and check fraud schemes.

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

01 03
Prev
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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.

Diana C. Manning

Bressler Amery & Ross, P.C.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Kyle A. Valente

Bressler Amery & Ross, P.C.

Diana C. Manning

Bressler Amery & Ross, P.C.

Diana Manning is a Management Committee Member and Principal at Bressler with over two decades of experience in complex commercial litigation at both the trial and appellate levels. She is Chair of the firm’s Business and Commercial Litigation practice group and spearheads the firm’s Appellate practice team, known as a strategic, thoughtful, and fearless advocate.

Recognition & Leadership

Certified by the Supreme Court of New Jersey as a Civil Trial Attorney. Author of the New Jersey Chapter of The Law of Lawyer's Liability: Fifty-State Survey of Legal Malpractice, ABA/First Chair Press.

Professional Involvement

Served on the District XA Ethics Committee for 10 years and was appointed Chair by the New Jersey Supreme Court from 2017-2019. Current Secretary of the New Jersey State Bar Association. Past President of the New Jersey Women Lawyers Association, the Trial Attorneys of New Jersey, the Morris County Bar Association, and the Morris County Bar Foundation.

Experience

Over two decades of experience in complex commercial litigation. Developed a successful track record of trial verdicts and settlements. Accomplished appellate lawyer who has participated in six matters before the New Jersey Supreme Court, including arguing four times. Avid presenter and author on business litigation, legal ethics, products liability, and professional liability.

Diana C. Manning

Bressler Amery & Ross, P.C.

Diana Manning is a Management Committee Member and Principal at Bressler with over two decades of experience in complex commercial litigation at both the trial and appellate levels. She is Chair of the firm’s Business and Commercial Litigation practice group and spearheads the firm’s Appellate practice team, known as a strategic, thoughtful, and fearless advocate.

Recognition & Leadership

Certified by the Supreme Court of New Jersey as a Civil Trial Attorney. Author of the New Jersey Chapter of The Law of Lawyer's Liability: Fifty-State Survey of Legal Malpractice, ABA/First Chair Press.

Professional Involvement

Served on the District XA Ethics Committee for 10 years and was appointed Chair by the New Jersey Supreme Court from 2017-2019. Current Secretary of the New Jersey State Bar Association. Past President of the New Jersey Women Lawyers Association, the Trial Attorneys of New Jersey, the Morris County Bar Association, and the Morris County Bar Foundation.

Experience

Over two decades of experience in complex commercial litigation. Developed a successful track record of trial verdicts and settlements. Accomplished appellate lawyer who has participated in six matters before the New Jersey Supreme Court, including arguing four times. Avid presenter and author on business litigation, legal ethics, products liability, and professional liability.

Benjamin J. DiLorenzo

Bressler Amery & Ross, P.C.

Benjamin DiLorenzo represents businesses and various licensed professionals in all aspects of litigation, from pre-suit negotiations through trial and appeal, with experience in complex contract disputes, insurance coverage, products liability, consumer and environmental class actions, and professional malpractice defense.

Professional Involvement

Trustee of Trial Attorneys of New Jersey. Has made continuing legal education presentations related to trial practice with a focus on ethical issues implicated by technology in trial practice. Provides pro bono legal services to veterans through Volunteer Lawyers For Justice's Legal Wellness Clinic.

Experience

Representative matters have included complex contract and commercial disputes, insurance coverage, products liability, defense of consumer and environmental class actions, and defense of malpractice claims against attorneys and other licensed professionals. Also represents attorneys and other professionals in disciplinary and licensing matters. Former member of the New Jersey Supreme Court's District XA Ethics Committee responsible for the investigation of ethical grievances against attorneys.

Kyle A. Valente

Bressler Amery & Ross, P.C.

Kyle Valente is an associate in the Firm’s Business & Commercial Litigation, Professional Liability, and Insurance groups, representing businesses and licensed professionals in federal and state courts of New Jersey in a broad array of matters including professional ethics counseling and professional negligence defense.

Education & Credentials

Bachelor of Arts degrees in Political Science and Psychology from Boston College (accelerated three-year program). Juris Doctor degree, cum laude, from Rutgers Law School in 2017 with a Certificate in Corporate and Business Law. Recipient of Wallace Vail Scholarship, Paul S. Miller Scholar (full tuition and fees merit scholarship), Marie Slocum Scholarship, and Hon. Ann P. Conti Scholarship.

Recognition & Leadership

Rutgers Outstanding Scholarship Achievement Award for Business and Corporate Law. Eric R. Neisser Pro Bono Service Program Award for completion of over fifty hours of law-related service.

Professional Involvement

Alumnus of the firm's summer associate program. Published articles for the political science journal Uncommon Sense at Boston College. Taught civics education at Brighton High School through a nonprofit organization. Admitted to practice in New Jersey and the U.S. District Court, District of New Jersey.

Experience

Represents clients across all industries in business torts, construction disputes, and breach of contract claims. Experience counseling attorneys and law firms on professional ethics issues and defending professional negligence claims. Student honors intern for the Securities and Exchange Commission in New York City, Enforcement Division. Judicial extern for the Honorable Susan D. Wigenton, U.S.D.J. in the United States District Court, District of New Jersey. MSP Teaching Fellow mentoring first-year law students. Clinical law student in the Community and Transactional Lawyering Clinic. Fellow for the Center for Corporate Law and Governance 2016-2017.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
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Ability to Ask Questions During
the Presentation via a Chat Box
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Exclusive Partner Webinars & Events Included Included
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of Bias, etc.)
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Individual Purchase
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Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Mastering confidentiality, ethical communication, and trust account management protects attorneys from disciplinary action, malpractice claims, and career-ending consequences.
4in5
Attorneys will face a malpractice lawsuit at some point during their legal career, according to the American Bar Association. (ABA Journal)
40%
Of law firms have experienced a security breach, with cybersecurity incidents hitting record highs in 2024. (Embroker/Clio 2024 Survey)
~10%
Of lawyers have faced disciplinary action for trust account mismanagement, per a 2021 ABA survey on attorney discipline. (ABA 2021 Survey)
$5M+
Average cost of a data breach for law firms in 2024, a more than 10% increase from the previous year. (Clio 2024 Legal Trends Report)

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MCLE Credits

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Alabama

Requirements

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.  

Formats

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