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Event Details

Protecting Your Practice - Risk Management | Westchester

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Date:
Friday, October 25, 2013
Time:
9:00 AM - 1:00 PM Eastern Daylight Time

Friday, October 25, 2013

Holiday Inn Mt. Kisco
1 Holiday Inn Drive
Mount Kisco, NY 10549
(914) 241-2600

4.0 MCLE Credits in Ethics

View the Color Brochure

York State Bar Association
Law Practice Management Committee
Committee on Continuing Legal Education
Committee on Association Insurance Programs

This CLE program is approved for all attorneys, including those newly admitted.

Participants in this program will receive a 7.5% credit toward their CNA Lawyers' Professional Liability premium.
Please note that the 7.5% credit is per attorney participating in the program regardless of status (open to full-time, part-time and moonlighting attorneys).


Protecting Your Practice - Risk Management for Lawyers

The New York State Bar Association is pleased to present Protecting Your Practice - Risk Management for Lawyers. Designed for all practicing attorneys regardless of their level of expertise, this program will offer practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance. The program includes an overview of the New York Rules of Professional Conduct, disciplinary rules, recent developments and cases of interest.

Earn 4.0 MCLE Ethics credits while getting up-to-date tips from experienced practitioners and consultants.

Program Topics

- Competency in Area of Practice & Insurance Considerations
- Recognizing and Handling Conflicts of Interest - Proper Client Intake
- Effective Client Relations and Resolving Attorney-Client Disputes
- Relations with Others, Including Partners and Non-Clients
- Insurance Considerations, including the Appropriate Coverage and the Importance of Proper and Timely Notice

Reasons to Attend

- Earn 4.0 Ethics credits
- Learn about standardization of engagement, non-engagement and disengagement letters
- Learn about malpractice insurance considerations and purchasing the appropriate coverage
- Learn about dangers in office sharing and implied partnerships
- Includes a segment on conflicts of interest


Agenda

8:30 a.m. Registration

9:00 a.m. - 9:10 a.m. Welcome and Introduction

9:10 a.m. - 10:00 a.m. I. 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 credit)

10:00 a.m. - 10:10 a.m. Refreshment Break

10:10 a.m. - 11:00 a.m. II. 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 credit)

11:00 a.m. - 11:10 a.m. Refreshment Break

11:10 a.m. - 12:00 p.m. III. 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 credit)

12:00 p.m. - 12:50 p.m. IV. 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 credit)

12:50 p.m. - 1:00 p.m. Question and Answer Session

1:00 p.m. Adjournment


Overall Planning Chair:
Marian C. Rice, Esq.
, L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY

Local Chair:
Westchester: Mark E. Housman, Esq., Housman & Associates PC, Tarrytown, New York

Speakers:
Marian C. Rice, Esq.
L'Abbate Balkan Colavita & Contini, LLP, Garden City, NY
Jeffrey G. Steinberg, Esq.Steinberg & Cavaliere, LLP, White Plains, NY


Special Thanks to our Sponsor:

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NYSBA members can take advantage of comprehensive, competitive insurance programs available through the Association's exclusive insurance administrator, USI Affinity. USI Affinity offers a broad spectrum of insurance products for NYSBA members, their firms, and their employees - ranging from Individual Life, Disability, Auto & Home to Lawyers' Professional Liability to group Medical & Prescription Drug, and more.

For more information about joining the New York State Bar Association, visit www.nysba.org/Membership.

For questions about this event, contact Katherine Suchocki, LPM Director at 518-487-5590 or ksuchocki@nysba.org.

For more information about the Law Practice Management Committee, visit www.nysba.org/LPM.

Registration: 8:30 a.m. Program: 9:00 a.m. - 1:00 p.m.
THIS PROGRAM IS APPROVED FOR NEW YORK MCLE FOR ALL ATTORNEYS. IMPORTANT NOTICE--PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
Address:
Holiday Inn Mt. Kisco
1 Holiday Inn Drive
Mount Kisco, NY 10549
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452


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