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