Engagement Letters: Managing Risks and Client Expectations - CLE ...

Why Attend?

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Attorneys?differ in?the time and effort they think are needed to draft and discuss engagement agreements with clients.? But the extra effort is worth it.? Well-drafted and well-communicated engagement?letters?not only align attorney and client expectations from the start, but also?reduce the risk of disputes and claims arising later on in the representation.

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Hear how engagement agreements can help you manage the risks of client representation, and get?an?update you on case law that could affect how you draft your agreements.???

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In this practical ethics program, Pam Bresnahan and Lucian Pera brief you on best practices in preparing fee and engagement agreements and the ethical and risk management issues associated with their use.? Topics include:

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Managing attorney and client expectations

Description of services

Scope and conditions of representation

Conflicts and conflicts waivers

Arbitration and mediation provisions

Document management and destruction

Fees and retainers, including payments by third parties

Modification of engagement agreements

Multiple engagement agreements

Termination of representation

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This interactive seminar will give you the opportunity to submit your questions before and/or during the program for live discussion by the faculty.? In addition, all registrants receive a set of downloadable course materials and free access to the archived online program later.

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Need ethics credit? ? This seminar qualifies for 1.0 to 1.2 ethics credit hours, depending on state requirements, in MCLE jurisdictions that accredit live telephone seminars and/or webcasts.

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Faculty

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Pamela A. Bresnahan is a partner at Vorys, Sater, Seymour and Pease LLP, and is the head of the firm?s Washington, D.C. litigation group.? She serves as trial and appellate counsel in business and commercial litigation matters, with an emphasis on professional liability defense and coverage litigation.? She represents lawyers, financial institutions, broker/dealers, financial professionals, directors and officers, fiduciaries, insurers and other professionals.? Ms. Bresnahan serves as coverage and litigation counsel for insurers issuing errors and omissions policies.? She advises law firms and lawyers on management issues and discipline matters.? Ms. Bresnahan is a member of the American College of Trial Lawyers and was named by the National Law Journal as one of the 100 most influential lawyers in America.

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Lucian T. Pera is a partner at Adams & Reese LLP.? He practices primarily in the civil trial arena, including a wide variety of commercial, media, intellectual property, and personal injury litigation.? Mr. Pera also counsels and represents lawyers, large and small law firms, law departments, clients of lawyers, and others on lawyer ethics, professional responsibility, malpractice, and loss prevention.? His recent assignments have ranged from advice on conflicts of interest or legal advertising, to opinions on lawyer business transactions, to representation in disciplinary and bar admission proceedings, to defense and prosecution of lawyer disqualification motions, to addressing malpractice and loss prevention issues, to expert witness assignments. ? He has developed a nationwide practice and reputation in this emerging field, and writes and speaks frequently on these issues all over the country.

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Total 60-minute hours of instruction: 1.0 ethics; total 50-minute hours, 1.2 ethics.

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Times

Eastern 12:00 pm - 1:00 pm
Central 11:00 am ? 12:00 pm
Mountain 10:00 am ? 11:00 am
Pacific & Arizona 9:00 am ? 10:00 am
Alaska 8:00 am - 9:00 am
Hawaii 7:00 am - 8:00 am

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Tuition for this Telephone Seminar is $149.00.

Tuition for the telephone seminar includes a set of electronic course materials, access to the telephone seminar and online access to the archived program after the course.

Tuition for this Audio Webcast is $149.00.

Tuition for the webcast includes a set of electronic course materials, access to the webcast and online access to the archived program after the webcast.

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If you prefer not to order online you can order by Phone or Fax:

Phone: 800-CLE-NEWS (800-253-6397) (Reference Course Code: RSTJ23)

PDF Order form - FAX: 215-243-1664 (Reference Course Code: RSTJ23)

Source: http://ali-aba.org/RSTJ23

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