Preventing Legal Malpractice 2015

Transcription

1 Co-Sponsored by the CBA Professional Liability Committee Preventing Legal Malpractice 2015 TWO GREAT PROGRAMS TO CHOOSE FROM! PREVENTING LEGAL MALPRACTICE Managing Risks and Client Relations LIVE PROGRAM & LIVE WEBCAST: FEBRUARY 5, 2015 VIDEO REPLAY: FEBRUARY 26, 2015 PREVENTING LEGAL MALPRACTICE A Perspective on Practice Pitfalls LIVE PROGRAM & LIVE WEBCAST: FEBRUARY 6, 2015 VIDEO REPLAY: FEBRUARY 27, 2015 Each attendee receives a copy of the CBA-CLE book Lawyers Professional Liability in Colorado, 2015 Edition! Live classes will be held at the CBA-CLE Classroom, 1900 Grant Street, Suite 300, Denver, CO CLE CREDITS: Each Program has been submitted for 4 General CLE Credits, including 4 Ethics Credits Premium credits are available to both new and renewal qualifying Insureds under their firm s policy for attendance for the CBA endorsed professional liability insurance. REGISTER FOR THESE PROGRAMS ONLINE! Go to

2 PREVENTING LEGAL MALPRACTICE Managing Risks and Client Relations LIVE PROGRAM & LIVE WEBCAST: FEBRUARY 5, 2015 Live program at the CBA-CLE Classroom, 1900 Grant Street, Suite 300, Denver, CO VIDEO REPLAY: FEBRUARY 26, 2015 Denver, Colorado Springs, and Grand Junction FEBRUARY 5, PROGRAM AGENDA: 8:30-8:55 am Registration & Continental Breakfast 8:55-9:00 am Introductions Presented by Heather Kelly, Program Co-Chair and Moderator 9:00-9:50 am Trends in Legal Malpractice: Cases, Statutes, and Rules Presented by Troy Rackham 9:50-10:40 am Recurring Malpractice and Professional Responsibility Dilemmas Presented by Chris Little 10:40-10:50 am Networking Break 10:50-11:40 am Beginning and Ending the Client Relationship; Engagement Letters and Withdrawal Presented by Elizabeth Hyatt 11:40 am - 12:30 pm The Life Cycle of a Malpractice Case: The Perspective of the Insured Presented by John Palmeri 12:30 pm Adjourn VIDEO REPLAYS LOCATIONS: Denver: CBA-CLE Classroom, 1900 Grant Street, Suite 300 Colorado Springs: 421 S. Tejon Street, Suite 100 Grand Junction: 1250 E. Sherwood Drive CLE CREDITS: Each program is submitted for 4 General CLE Credits, Including 4 Ethics Credits PREMIUM CREDIT INFORMATION: This seminar is approved by Your Colorado Bar Association's endorsed lawyer's professional liability insurance program. The endorsed program is underwritten by CNA Insurance Company and exclusively administered by Mercer Consumer, a service of Mercer Health & Benefits Administration LLC. Premium credits are available to both new and renewal qualifying Insureds under their firm's policy for attendance. For more Information on the CNA / Mercer Consumer lawyer's professional liability insurance program, please contact Edward Hayes at (303)

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4 ABOUT THE BOOK Lawyers' Professional Liability in Colorado: Preventing Legal Malpractice and Grievances, 2015 Edition Michael Mihm, Managing Editor SUMMARY OF CONTENTS: Professionalism The Client-Lawyer Relationship Attorney Fees and Costs: Legal Ethics Considerations Privileges and Confidentiality Conflicts of Interest Choice of Entity Lawyer Advertising: Ethical Considerations Risk Management Multi-Jurisdictional Practice Technology and the Practice of Law Professional Liability Insurance Collecting Fees Appeals Bankruptcy Professional Defense of the Accused Creditors' Rights and Debt Collection Employment Issues Estate Planning, Probate, and Public Benefits Eligibility Diminished Capacity Clients Family Law Real Estate Transactions Transactions and Closely Held Businesses Liability Under the Federal Sarbanes- Oxley Act Taxation The Claim or Lawsuit Common Law Legal Malpractice Claims by Clients Statutory Legal Malpractice Claims Liability to Third Parties Damages for Injuries or Losses Caused by Legal Malpractice Defenses to Legal Malpractice Claims Vicarious Liability Attorney Discipline and Disability Process and Procedures Summary Adjudications Trends in Legal Malpractice Class Counsel's Professional Responsibilities Spoliation of Evidence and Obstruction of Justice Interviewing and Preparing Witnesses Joint Defense Agreements Disqualification of Counsel Workers' Compensation Social Media Lawyers' Relationships with the Press and Media Technology and the Duty of Confidentiality CBA-CLE, 2015 edition, two-volumes, 7.5 x 10 soft-cover, pages. Item No. ZLPLICO15B WEBCAST INFORMATION: WEBCASTING IS GREEN! Course materials are provided in PDF format to all webcast attendees. If you prefer to receive the materials in paper form, you must make this request at the time of registration; the materials will be shipped when available and we cannot guarantee that you will receive them prior to the program. WEBCASTING IS EASY! THE MINIMUM SYSTEM REQUIREMENTS: Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here: Adobe Flash Player v. 11.X or higher (Free download here: Tablets and ios devices will need a web browser and a high speed wi-fi connection. Our video is encoded HTML5 compliant x264 format which will play on any contemporary device with sufficient bandwidth. You will also need a sound card and speakers, and a current web browser TIPS FOR A BETTER WEBCAST EXPERIENCE: aspx#webcastvod You will receive a confirmation and instructions to view the webcast via upon registration.

5 PREVENTING LEGAL MALPRACTICE Two Great Programs to Choose From! Register by PHONE when using VISA, MC or AmEx In Denver: (303) Toll-Free: (888) Or FAX form to when using VISA, MC or AmEx FAX to: (303) Or MAIL form to CLE in Colorado 1900 Grant St, Suite 300 Denver, CO Or Register ONLINE when using VISA, MC or AmEx Go to PROGRAM ORDER FORM STEP 1 - SELECT A PROGRAM & REGISTRATION TYPE: (Select live program, live webcast, or video replay) Managing Risks and Client Relations - Live Program and Live Webcast: Feb. 5, 2015 Live Program Live Webcast* Video Replay - Feb. 26, 2015: Please select video replay location: Denver Colorado Springs Grand Junction A Perspective on Practice Pitfalls - Live Program and Live Webcast: Feb. 6, 2015 Live Program Live Webcast* Video Replay - Feb. 27, 2015: Please select video replay location: Denver Colorado Springs Grand Junction *Webcast participants: Must register by 1/30/15 to receive Lawyers Professional Liability in Colorado in print before the start of class. STEP 2 - REGISTRATION CATEGORIES: (Cost per program) Non-member: CBA Member: CBA-YLD Member:...99 Legal Support Staff:...99 Elite CLE Pass Holder w/printed Book:...35 Elite CLE Pass Holder w/pdf of Book:...FREE Have two or more CBA Members from your office attending? Each additional member attending the live or webcast program is only 99 per person. (Online registration is not available for multiple attendee pricing. Please call our office at to register.) PROGRAM ORDER FORM TOTAL HOMESTUDY ORDER FORM To receive full CLE credit, you must purchase a Homestudy program format. Each Homestudy includes a copy of the CBA-CLE book Professional Liability in Colorado, 2015 Edition. Please note the book will be provided in PDF or in Print based on your product selection. STEP 1 - SELECT PROGRAM: Managing Risks and Client Relations A Perspective on Practice Pitfalls STEP 2 - SELECT DESIRED PRODUCT FORMAT: Video-On-Demand (PDF of book) MP3 Audio Download (PDF of book) Printed Book and recorded homestudy on CD-ROM STEP 3 - SELECT PAYMENT CATEGORY: (Cost per program) Non-member: CBA Member: Elite CLE Pass Holder (MP3 and VOD ONLY - PDF of book):..free Basic CLE Pass Holder (MP3 and VOD ONLY - PDF of book):...free (NOTE: STEP 4 is for purchasing the book only. Skip this step if you purchased the homestudy) STEP 4 - PURCHASE BOOK ONLY: Professional Liability in Colorado, 2015 Edition. (CLE Item Number: ZLPLICO15B) Non-member: 105 per book/plus S&H CBA Member: 85 per book/plus S&H Total # of copies requested: NOTE: Shipping & handling only applies to orders you Price receive via mail. Materials will be mailed to you Shipping & Handling approximately 2 weeks after live program. Subtotal Applicable Sales Tax (7.62% Denver, 4% RTD and 2.9% rest of Colo.) HOMESTUDY TOTAL Name Atty. Reg. # Firm/Organization Address Street Address City State Zip Telephone ( ) Fax ( ) Enclosed is my check made payable to CBA-CLE VISA MasterCard AmEx Credit Card # Exp. Date Signature Required for credit card orders CLE Use Only: Check #: Approval #:

6 Preventing Legal Malpractice 2015 Co-Sponsored by the CBA Professional Liability Committee TWO GREAT PROGRAMS TO CHOOSE FROM! Managing Risks and Client Relations LIVE PROGRAM & LIVE WEBCAST: FEBRUARY 5, 2015 VIDEO REPLAY: FEBRUARY 26, 2015 Denver, Colorado Springs, and Grand Junction A Perspective on Practice Pitfalls LIVE PROGRAM & LIVE WEBCAST: FEBRUARY 6, 2015 VIDEO REPLAY: FEBRUARY 27, 2015 Denver, Colorado Springs, and Grand Junction Live classes will be held at the CBA-CLE Classroom, 1900 Grant Street, Suite 300, Denver, CO Each Program has been submitted for 4 General CLE Credits, including 4 Ethics Credits REGISTER FOR THESE PROGRAMS ONLINE! Go to Grant Street, Suite 300, Denver, Colorado Nonprofit Org. U.S. Postage Paid Permit No Denver, CO