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Risk Management 101 (2013)

Risk Management 101 (2013)

Risk Management 101 (2013)
Speaker:  Marian C. Rice, Esq. | L'Abbate Balkan Colavita & Contini, LLP | Garden City, NY

1.0 Credit in Ethics. Recorded June 25, 2013 at the Bridging the Gap program in New York City.  This archived webcast is a video online program that you will view and listen to on your computer screen.

Incorporating sound risk management procedures into your everyday routine from the time you first begin the practice of law – before the bad habits are learned – is one of the most important ways you can control the level of stress that comes with the occupation and with starting your own practice. No one pretends this is easy but starting fresh gives you the ideal opportunity to start fresh. Risk management is simply a matter of identifying good practices and incorporating these practices into one’s routine until they become part of the routine.

Topics to be discussed include:

A.     Insurance Consideration

B.     Competency in Area of Practice

         1.      Referrals and associations with attorneys proficient in area of representation

         2.      The pitfalls of office-sharing and implied partnerships

C.     Conflicts of Interest

         1.      Maintenance of Conflict Procedures

         2.      Lateral Hires

         3.      ‘Of Counsels’

         4.      Who is the Client

         5.      Conflicts with Current Clients

                  (A)    Conflict between Current Client and Attorney

                  (B)    Conflicts between Current Clients

         6.      Duties to Former Clients

         7.      Transactions between Lawyer and Client

         8.      Waiver of Conflicts

D.     Client Relations

         1.      Client selection

         2.      Managing a client’s expectations

         3.      Client access and modes of communication

         4.      Standardization of Engagement, Non-Engagement and Disengagement Letters

                  (A)    The Engagement Letter

                  (B)    The Non-Engagement Letter

                  (C)    The Termination Letter

         5.      Withdrawal from representation

         6.      Preserving the secrets and confidences of a client

         7.      Limiting liability to a client

E.      Billing and Collection Procedures

F.      File Retention

G.     Picking Your Partner Carefully

H.     Docket Control

         1.      Develop a docket control procedure for appointment and reminders

         2.      Select appropriate hardware and software

         3.      Delineate the personnel involved in docket control

I.       Stress Management and Lawyer’s Assistance Programs

Total Credits: 1.00 | Ethics: 1.00

Recorded Date:
  • June 24, 2013
  • Online On-Demand
Product Code:
  • VDA9
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 1.0
  • 1hr 10min
Non-Member Pricing: $175.00

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