Lawyer Ethics in Supervising Paralegals and Non-Lawyer Staff and Law Office Management

$195.00

CLE Credits earned: 2 ETHICS / PROFESSIONALISM

This program will provide important information to lawyers (and non-lawyers) regarding the ethics of law office management and supervision of non-lawyers. Proper and ethical management the law office is extremely important and paralegals and non-lawyers can be a crucial part of a law firm’s legal team and participate in the provision of legal services to clients. Paralegals can perform multiple tasks and projects under the supervision of a licensed attorney. Paralegals also assist in managing the law office and in recognizing and preventing (or mitigating) ethics violations. This webinar will identify crucial ethics issues and traps for the unwary and either prevent issues from occurring or manage issues when they occur.

Key topics to be discussed:

•   Ethics and Law Office Management
•   Identifying and resolving ethics and risk management issues, properly screen potential clients and avoid conflicts of interest
•   Understanding the importance of client file and records management
•   Avoiding ethics and social media pitfalls
•   Understanding the vital importance of paralegal and non-lawyer compliance with the Bar Rules and paralegal bonuses

Date / Time: November 21, 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.

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

Choose the format you want.

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Original Broadcast Date: September 20, 2019

Joseph A. Corsmeier, Esq.
Law Office of Joseph A. Corsmeier, P.A.

Joseph Corsmeier is an “AV” rated attorney practicing in Clearwater, Florida. He concentrates his practice primarily in the areas of defense of attorney disciplinary matters before The Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, and professional license and disciplinary matters before the Boards of the State of Florida. He provides expert analysis and opinion on conflict of interest and other attorney disqualification and legal malpractice issues and he has testified as an expert in both the federal and Florida courts.

Mr. Corsmeier served as an Assistant State Attorney in the Sixth Judicial Circuit from 1986 to 1990 where he prosecuted felonies exclusively from June 1987, and as Bar Counsel for The Florida Bar’s Department of Lawyer Regulation from 1990 to 1998. He also represents police officers as counsel to the Fraternal Order of Police.

Mr. Corsmeier is the author of numerous articles for many bar publications, he has spoken at numerous local and statewide seminars on various topics, including ethics and professionalism. He was an instructor of paralegal ethics at the Rollins College Tampa campus until it closed in 1996 and he is currently an adjunct professor at St. Petersburg College teaching paralegal ethics. He received his undergraduate degree from Florida State University and his J.D. from Mercer University.

Mr. Corsmeier is admitted to practice in all Florida Courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida. He is a member of The Florida Bar, American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

Reciprocity
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. Keys to Ethics and Law Office Management

Section II. Client Intake Process

Section III. Staff Supervision

Section IV. File Management

Section V. Fees and Fee agreements

Section VI. Billing & Client Account Management

Section VII. File Closing and Records Management