Ethics in Real Estate Practice: Navigating Conflicts, Confidentiality, and Disclosure Duties

Nathan G. Osborn
Nathan G. Osborn | Montgomery Little & Soran, PC

Nate Osborn is an equity shareholder with Montgomery Little & Soran, PC, in Greenwood Village, Colorado. His practice is focused on real estate litigation, real estate transactions, and commercial litigation. Mr. Osborn is a trial attorney and has tried 65 cases in his career. In addition to his work for clients, Mr. Osborn can be hired as an expert witness in cases involving real estate and trial related issues.

Live Video-Broadcast: September 17, 2025

1 hour CLE

Tuition: $395.00
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Program Summary

This program will cover ethics issues that attorneys face regarding conflicts of interest, privilege, confidentiality and disclosures. Practical guidance will be provided to assist attorneys in navigating these complicated issues real estate attorneys frequently face.

Key topics to be discussed:

  • Conflicts of interest
  • Privilege and confidentiality vs. disclosure
  • Disclosure of defects
  • Multijurisdictional practice

Date / Time: September 17, 2025

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

Closed-captioning available

Speakers

Nathan G. Osborn | Montgomery Little & Soran, PC

Nate Osborn is an equity shareholder with Montgomery Little & Soran, PC, in Greenwood Village, Colorado. His practice is focused on real estate litigation, real estate transactions, and commercial litigation. Mr. Osborn is a trial attorney and has tried 65 cases in his career. In addition to his work for clients, Mr. Osborn can be hired as an expert witness in cases involving real estate and trial related issues. Mr. Osborn is also a proud member of the Real Estate Section’s Title Standards Committee. He is licensed to practice in Colorado and Nebraska.

Agenda

I. Conflicts of interest | 2:00pm – 2:15pm

  • Attorneys
  • Colorado Rule of Professional Conduct 1.7
  • Colorado Ethics Opinion 68
  • Case law

II. Privilege and confidentiality vs. disclosure | 2:15pm – 2:30pm

  • Attorneys
  • Colorado Rule of Professional Conduct 1.6
  • Colorado Bar Association position on Paragraph (b)(4)

III. Disclosure of defects | 2:30pm – 2:45pm

  • Sellers
  • Real estate brokers
  • Attorneys
  • Attorney Fees: Attorney fees/trust accounts

IV. Multijurisdictional practice | 2:45pm – 3:00pm

  • Multijurisdictional ethical requirements
  • Factors to Consider
  • ABA model rule of Professional Conduct 5.5
  • Pro Hac Vice
  • Koscove v. Bolte, 30 P.3d 784 (Colo. Ct. App. 2001)
  • Formal Opinion 495
  • Formal Opinion 504

Credits

Alaska

Approved for CLE Credits
1 Ethics

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 Ethics

Arkansas

Approved for CLE Credits
1 Ethics

Arizona

Approved for CLE Credits
1 Professional Responsibility/Ethics

California

Approved for CLE Credits
1 Ethics

Colorado

Pending CLE Approval
1 Ethics / Professionalism

Connecticut

Approved for CLE Credits
1 Ethics / Professionalism

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 Enhanced Ethics

Florida

Approved via Attorney Submission
1 Ethics Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
1 Ethics

Hawaii

Approved for CLE Credits
1.2 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
1 Ethics

Idaho

Pending CLE Approval
1 Ethics / Professionalism

Illinois

Pending CLE Approval
1 Ethics, Civility, Professionalism

Indiana

Pending CLE Approval
1 Ethics

Kansas

Pending CLE Approval
1 Ethics / Professionalism

Kentucky

Pending CLE Approval
1 Ethics

Louisiana

Pending CLE Approval
1 Ethics

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 Ethics / Professionalism

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Pending CLE Approval
1 Ethics

Missouri

Approved for CLE Credits
1.2 Ethics

Mississippi

Pending CLE Approval
1 Ethics

Montana

Pending CLE Approval
1 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
1 Ethics

North Dakota

Approved for CLE Credits
1 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 Professional Responsibility

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 Ethics / Professionalism minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
1 Ethics / Professionalism

Nevada

Pending CLE Approval
1 Ethics / Professionalism

New York

Approved for CLE Credits
1.2 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
1 Professional Conduct

Oklahoma

Pending CLE Approval
1 Ethics / Professionalism

Oregon

Pending CLE Approval
1 Ethics

Pennsylvania

Approved for CLE Credits
1 Ethics / Professionalism

Rhode Island

Pending CLE Approval
1 Ethics / Professionalism

South Carolina

Pending CLE Approval
1 Ethics / Professionalism

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Pending CLE Approval
1 Dual

Texas

Approved for CLE Credits
1 Ethics / Professionalism

Utah

Pending CLE Approval
1 Ethics / Professionalism

Virginia

Not Eligible
1 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
1 Ethics

Washington

Approved via Attorney Submission
1 Ethics Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
1 Ethics

West Virginia

Pending CLE Approval
1.2 Ethics / Professionalism

Wyoming

Pending CLE Approval
1 Ethics / Professionalism

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