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About the Teleseminar
Attorneys are constantly receiving information from clients – in person, over the telephone, in email, and in the receipt of documents. Technology has only increased the flow of information. Despite the immense growth in the exchange of confidential information, attorneys are required under the ethics rules to keep it confidential. But not all information is necessarily confidential and not all confidences must be kept. There are instances, such in joint representations, when confidential information can be disclosed. Yet, in other instances, information that should have been held confidential is inadvertently disclosed. This program will cover attorney ethics and client confidences, including the scope of confidentiality, when disclosures are permitted, limiting liability in inadvertent disclosures, and issues when working with non-lawyer assistants.
- Understanding the scope of confidentiality – what information is/isn’t confidential?
- Distinguishing between duty of confidentiality and the attorney-client privilege
- Confidentiality issues in joint representations
- Circumstances when breach of confidences is permitted or required
- Inadvertent and unauthorized disclosure of client confidences
- Issues when working with paralegal and non-lawyer assistants
- Law firm technology – duty of competence meets the duty of confidentiality
About the Speakers
William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B.
Sue C. Friedberg is a partner in the Pittsburg office of Buchanan, Ingersoll & Rooney, P.C. She is associate general counsel of the firm and responsible for guiding its attorneys in meeting the standards of ethical law practice. She supervises the firm's conflicts of interest review process and new business intake functions, and provides counsel for the firm as a business entity. Earlier in her career, she focused on corporate finance, securities law, and general business transactions. Ms. Friedberg earned her B.S., magna cum laude, from Georgetown University and her J.D., cum laude, from the University of Pittsburg School of law.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 LEPR Credit Hour