Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.
This program was recorded on September 17, 2019
Attendees of this course will provide critical information and guidance regarding the screening of potential clients, identifying potential conflicts of interest, client communication, and client file organization. The course will also provide critical information and guidance regarding conflicts of interest and how to identify and address such conflicts, including simultaneous representation of clients, representing multiple clients, and engaging in business transactions with clients.
Attendees will also learn about the importance of preserving client confidentiality, including confidentiality in e-mail and other electronic communications and court e-filing. The course will also address important disclosure and other considerations in drafting fee agreements and charging fees and costs.
Finally, this course will address ethical considerations and information related to the proper withdrawal/termination of representation, file closing records management, asserting liens on unpaid fees and costs, and proper trust accounting.
Joseph A. 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.
2 Ethics Credits
ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.
ProLawCLE does not seek approval in the state of Virginia.
Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.
As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:
AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.
ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.
Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
- Screening for Conflicts of Interest at the Beginning of the Representation
- Creating a File Organization System and Checklists for Managing Case Deadlines; Pleadings Index; Communication Records/Logs; Rime Entries/Billing Logs; Discovery; Research; Misc
- Copying Client with all Relevant Documents Related to Representation and Provide Periodic Updates
- Conduct Periodic File Reviews to Maintain Progression of the Files
- Avoiding Conflicts of Interest; Simultaneous Representation in Same Matter; Representing Multiple Clients; and Conflicts of Interest in Business Transactions and Relationships with Clients (including loans) or Acquiring an Interest Adverse to the Client
- Preserving Confidentiality: Confidential information must always be preserved even after the client dies, unless there is an exception and beware of confidential information in e- filing.
- Closing Files and Records Management
- Withdrawal/Termination of Representation and Protection of Client’s Interest
- Drafting Fee Agreements and Charging Fees
- Proper IOTA Trust Accounting