Recognizing and Handling Conflicts of Interest for Paralegals

• Overview

Learn how to properly and ethically handle conflicts of interest.Many paralegals and nonlawyers may not fully understand the Bar rules and ethical considerations regarding identifying and handling conflicts of interest. This material will address those topics and provide tips and information to ensure that paralegals and other nonlawyers have the knowledge they need to comply with the Bar rules related to these topics.

Authors

Joseph A. Corsmeier, Esq., The Law Office of Joseph A. Corsmeier, P.A.

Agenda

Client Intake: Screening Clients

Conflicts of Interest

Concurrent Client Representation - Multiple Clients

Prohibited and Other Transactions

Lawyer as Witness

Organization as Client

Client Under a Disability

File Closing and Records Management

Nonengagement/Disengagement Letters

Withdrawal/Termination of Representation