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Event Details

Risk Management 2014 | LPM CLE Program | Syracuse

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Friday, December 05, 2014
9:00 AM - 1:00 PM Eastern Standard Time

 This is a past program.  You can purchase the archived webcast instantly here!

$125 NYSBA Member Rate | $225 Non-Members

Risk Management 2014 | Statewide CLE Program
Friday, December 5, 2014 | 9:00 a.m. – 1:00 p.m. | Syracuse
4.0 MCLE Ethics Credits  

Sheraton Syracuse University Hotel | 801 University Avenue | Syracuse, NY 13210



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 View the Agenda


Overall Planning Chair
Marian C. Rice, Esq.
L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
Syracuse Planning Chair
P.G. Ferrara, Esq. (Chair)
Costello, Cooney & Fearon, PLLC, Syracuse, NY
Nicole M. Jones, Esq.
Costello Cooney, Fearon, PLLC
Mary E. Gasparini Esq.,
Attorney Grievance Committee-Fifth Judicial District
Lee S. Michaels, Esq., 
Michaels & Smolak PC
Robert A. Barrer, Esq., 
Hiscock & Barclay LLP
8:30 a.m.  Registration
9:00 a.m. – 9:10 a.m.     Welcome and Introduction
9:10 a.m. – 10:00 a.m.   Competency in Area of Practice & Insurance Considerations
- Mandatory continuing legal education
- Referrals and associations with attorneys proficient in area of representation
- Dangers in office sharing and implied partnerships
- Graphs/Charts – problematic areas of practice
- Develop a docket control procedure for appointments and reminders
- File retention
- Purchasing the appropriate coverage
- The insurance application
- Claims made coverage
- Coverage for prior acts
- The importance of proper and timely notice
- Extended reporting periods/retirement
(1.0 ethics)
10:00 a.m. – 10:10 a.m.    Refreshment Break
10:10 a.m. – 11:00 a.m.    Recognizing and Handling Conflicts of Interest | Proper New Matter/Client Intake
- Maintenance of conflict procedures
- Lateral hires
- Identifying the client
- Conflicts between attorney and client
- Simultaneous representation of clients with adverse interests
- Transactions between lawyer and client
- Conflict between present and former client
- Representing business organizations
(1.0 ethics)
11:00 a.m. – 11:10 a.m.    Refreshment Break
11:10 a.m. – 12:00 p.m.    Effective Client Relations and Resolving Attorney-Client Disputes
- Choosing the client carefully
- Client’s expectations
- Informative and truthful communications
- Statement of Client’s Rights and Responsibilities
- Importance of the clear, unambiguous written letter of engagement
- Standardization of engagement, non-engagement & disengagement letters
- Informed consent
- Preserving the secrets and confidences of a client
- Limiting liability to a client
- How to avoid suits for fees – Fee Arbitration Rules
- Escrow requirements
- Importance of documenting a file
- Resolving attorney-client disputes – Mediation of Attorney-Client Disputes
- E-mail
- Proper withdrawal from employment
(1.0 ethics)
12:00 p.m. – 12:50 p.m.    Relations with Others, Including Partners and Non-Clients
- Integrity in dealing with non-clients – Standards of Civility
- Intra-firm relationships
- Dealing with partners
- Supervisory responsibilities of law firms and attorneys
- Scope of supervisory responsibility of lawyers
- Ethical issues facing newly admitted attorneys
- Stress management and Lawyers’ Assistance Programs
- The “innocent” partner
- Lawyer advertising and marketing
(1.0 ethics)
12:50 p.m. – 1:00 p.m.    Question and Answer Session
1:00 p.m.   Adjournment
Program Speakers
Nicole M. Jones, Esq. | Costello, Cooney & Fearon, PLLC 
Mary Gasparini, Esq. | NYS Attorney Grievance Office       
Lee S. Michaels, Esq. |  Michaels & Smolack, P.C.                                     
Robert A. Barrer, Esq. | Hiscock & Barclay, LLP                                              
NYSBA Members $125 | Non Members $225 | Student Members $35
Sponsored by the Law Practice Management Committee, Committee on Association Insurance Programs and Committee on Continuing Legal Education of the New York State Bar Association
Learn more about Law Practice Management resources | www.nysba.org/LPM


Registration: 8:30 a.m. Program: 9:00 a.m. - 1:00 p.m.
This course has been approved for all attorneys, including those who are newly admitted (less than twenty-four months). Newly admitted attorneys must attend the program in person to receive New York MCLE credit.
Sheraton Syracuse University Hotel
801 University Avenue
Syracuse, NY 13210
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452

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