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Webinar: Technology & Ethics (CLE Credit 1)

What estate planning attorneys and trust/estate lawyers need to know:



Technology & Ethics for the Florida Probate Lawyer

A Florida Bar approved continuing education course.
Introduction

Fla Bar RULE 6-10.3 Minimum continuing Legal Educations Standards

  • Subsection (b)
  • Five of the 33 credit hours must be in approved legal ethics, professionalism, bias elimination, substance abuse, or mental illness awareness programs
  • 3 of the 33 credit hours must be in approved technology programs, which are included in, not in addition to, the regular 33 credit hour requirement

Florida Bar Ethical Rules

  • Competence 4-1.1
  • Diligence 4-1/3
  • Fees & Costs 4-1.5
  • Confidentiality 4-1.6
  • Conflict of Interest (current clients) 4-1.7
  • Conflicts with others and prohibited transactions 4-1.8
  • Conflicts (former client) 4-1.9
  • Imputation of conflict 4-1.10
  • Entities, companies and organizations as clients 4-1.13
  • 4-1.18 Prospective clients

Technology: how it can help your clients and get you in trouble

  • Emails
  • Texting
  • Social Media
  • Photographs/images
  • Website
  • Endorsements
  • Bragging
  • When client’s spouse calls you
  • When the client shows up with an “advisor”
  • Joint Representation and joint defenses

Conclusion