Program Details
2025-09-23 15:30:00
Over 1,000+ webinars
Course Overview
2025-09-23 15:30:00
1h CLE Credits
Intermediate
1
3:30 pm - 3:45 pm ESTThis session explores the foundational ABA Model Rules (1.5, 1.7, 5.4, and 7.1-7.3) that govern lawyer advertising, client solicitation, and referral arrangements. Participants will learn about truthful communication requirements established by Bates v. State Bar of Arizona and modern advertising compliance standards across jurisdictions.
Tracy L. Kepler. 3:45 pm - 4:00 pm ESTThis session examines common pitfalls including inadvertent client formation, improper solicitation tactics, and confidentiality breaches in online communications. Attendees will analyze real disciplinary cases involving fee-splitting violations and learn how prospective client duties under Rule 1.18 create unexpected obligations.
Tracy L. Kepler. 4:00 pm - 4:15 pm ESTParticipants will learn best practices for structuring fee-splitting arrangements that comply with Rule 1.5(e) requirements, including proportional division, written client consent, and joint responsibility standards. The session covers essential documentation elements, mentoring alternatives, and multi-jurisdictional considerations for co-counsel relationships.
Tracy L. Kepler. 4:15 pm - 4:30 pm ESTThis session focuses on due diligence protocols for vetting receiving attorneys, including licensure verification and disciplinary history review. Attendees will develop practical checklists for advertising compliance, malpractice coverage verification, and clear role clarification to prevent disciplinary action and reputational harm.
Tracy L. Kepler.Tracy L. Kepler is the Risk Control Consulting Director for CNA’s Lawyers Insurance Program, designing and developing content and distribution of risk control initiatives relevant to the practice of law. She collaborates with underwriting and claims teams and frequently lectures at bar associations and national seminars, also writing articles on law firm risk control and professional responsibility.
Tracy L. Kepler is the Risk Control Consulting Director for CNA’s Lawyers Insurance Program, designing and developing content and distribution of risk control initiatives relevant to the practice of law. She collaborates with underwriting and claims teams and frequently lectures at bar associations and national seminars, also writing articles on law firm risk control and professional responsibility.
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
