Risk Management 2022

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

Speaker:

Marian C. Rice, Esq., L'Abbate, Balkan, Colavita & Contini, L.L.P.

9:10 – 10:00 a.m.

Competency in Areas of Practice and Insurance Considerations

• Cyber attacks on law firms

• Referrals & 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 and coverage for prior acts

• The importance of proper and timely notice

• Extended reporting periods/retirement

Speakers:

Brett D. Scher, Esq., Kaufman Dolowich Voluck, LLP

Mike Mooney, USI Affinity

1.0 MCLE Credit in Ethics

10:00 – 10:10 a.m.

Break

10:10 – 11:00 a.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

• Proper withdrawal from employment

Speaker:

A. Michael Furman, Esq., Furman Kornfeld & Brennan, LLP

1.0 MCLE Credit in Ethics

11:00 – 11:10 p.m.

Break

11:10 – 12:00 p.m.

Recognizing and Handling Conflicts of Interest

• 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

Speakers:

Marian C. Rice, Esq., L'Abbate, Balkan, Colavita & Contini, L.L.P.

1.0 MCLE Credit in Ethics

12:00 – 12:10 p.m.

Break

12:10 – 1:00 p.m.

Relations with Others, Including Partners and Nonclients

• Integrity in dealing with non‐clients – Standards of Civility

• Intra‐firm relationships and 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

Speakers:

A. Michael.Furman,.Esq.,.Furman.Kornfeld.&.Brennan,.LLP

Brett D. Scher, Esq., Kaufman Dolowich Voluck, LLP

Mike Mooney, USI Affinity

Marian C. Rice, Esq., L'Abbate, Balkan, Colavita & Contini, L.L.P.

1.0 MCLE Credit in Ethics

1:00 pm.

Adjournment