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Paralegal's Guide to Client Confidentiality Rules

Date: Monday, April 29, 2019
Time: 1:00 - 2:30 pm EST
Length: 90 minutes

Sponsored by Lorman Education Services


Registration for Session Only: $199.00

Registration plus Session Recording and Written Materials: $268.00
 

Description:

Increase your understanding of the rules of confidentiality to protect your clients and your team.

The rules of confidentiality and their importance will be reviewed. The rules of ethics govern our communications. Communication is vital in every law office and practice.

Clients must be able to communicate their needs to all law office staff and personnel, and these communications must be protected. Also, there should be no conflicts of interests when representing a client. A review of representation and communication rules will be provided.

Areas Covered in the Session:

Confidentiality and Privileged Communications

• Confidentiality Rules
• Attorney-Client Privilege
• Exceptions and Waivers

Conflict Rules

• Existing, Former and Prospective Clients
• Transactions and Relationships
• Imputation

Communication Rules and Best Practices

• Social Media Issues
• Disclaimers
• Technology Challenges

Credit Information (Sponsored by Lorman Education Services):

  • NALA
  • NFPA
  • Paralegals
For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Lisa Morris Robinson, Rosen Law Firm

  • Attorney with Rosen Law Firm, a firm devoted to family law
  • Paralegal educator, member of statewide certification board for paralegals in North Carolina
  • Hearing representative for social security disability claimants
  • Conducts regular seminars and workshops on family law, legal writing, and paralegal education
  • Author of several legal texts, review manuals and study guides
  • J.D. degree, Campbell University; B.A. degree, political science, UNC-CH
  • Member of NC State Bar
  • Can be contacted at 919-815-4533 or lrobinson@rosen.com

(Not available outside the US)