Legal Hot Topics: Ethical DOs and DON’Ts

Legal Area:        Ethics Professional Responsibility ALL
Total Credit Hours:        3.00
Ethics Credit Included:        3.00
Registration Fee:        $75.00
Course Materials:        textaudiovideo
Session END DATE:        12/31/2018

** available any time of day and in time increments convenient to you through 12.31.2018 **, together with the Houston Bar Association, are pleased to present a special online CLE program designed to provide attorneys with a current overview of hot topics in legal ethics. (This extremely informative presentation will also satisfy ALL 3 hours of the annual CLE ethics credits required of Texas attorneys.) This course provides crucial insight and helpful tips on how to avoid conflicts and risk factors inherent in the practice of law, as well as how to protect your client, your law firm, and yourself from unseen vulnerabilities and insidious threats. This course features streaming video and audio (as well as downloadable MP3 audio) presentations from a live CLE seminar on this topic that was originally conducted by the Houston Bar Association on November 11, 2017. You can access this presentation on demand at any time through the end date: December 31, 2018.

Topics for this program include:

    • Topic A: Engagement Letters and Avoiding Conflicts

    •      Tips Regarding Conflicts of Interest, Former Clients Rule 1.05, Business Conflicts, etc.

           Representation and State Bar Rules

           Why Engagement Letter? What We Are Not Doing - Exclusions/Caveats

           I'm Outta Here If ...

           Document Retention Policy Issues

           Where We're Gonna Sue Each Other

           Risks/Benefits of Arbitration Plus Other Issues to Consider

           Why Disengagement Letters? Additional Closing Matters

           Advice and Important Tips to Avoid Malpractice Claims

    • Topic B: Avoiding Risk Factors and Understanding the Attorney Grievance Process

    •      Fun Facts and Misconceptions About the Grievance Process

           The Dreaded Notice Letter

           Expecting a Grievance: What TO DO and What NOT TO DO

           Responding to a Grievance and Relevant Factors for Sanctions and Disbarment

           Problem Areas: Mistake v. Negligent; Fees, Trusts & Third Parties

           Problem Areas: Termination of Representation; Conflicts of Interest, Non-Client Relationship & "The Favor"

           Problem Areas: Lack of Communication and Miscommunication; Setting Expectations

           Quiz Questions: Can You Guess the Right Answers?

    • Topic C: Cybersecurity for Lawyers: Protecting Your Clients and Firm in the Age of Cyberattacks

    •      Why Cybersecurity Matters to Lawyers

           ABA Model Rule and ABA Formal Ethics Opinion 477R (05.22.17)

           State and Federal Regulations & FBI Warnings to Law Firms (03.16)

           Cyberattacks Against Law Firms

           The 3 Major Threats Facing Your Practice Today and How to Avoid Them

           Phishing and Spear-Phishing Attacks, Ransomeware, and Silent Hacking

           Cybersecurity: The Most Important Investment

           Vulnerability Assessments and "PEN" Tests

           Administrative, Technical, and Physical Security Advice

           Top 5 Tips to Protect Your Clients, Your Firm, and You

    Topic A: Engagement Letters and Avoiding Conflicts

    One of the speakers for this presentation is Gregg Weinberg, who is an attorney with the firm of Roberts Markel Weinberg Butler Hailey, P.C.  Education:   J.D., Southern Methodist University, Dedman School of Law, 1982; B.A., University of Texas, with honors, 1979. Among his honors and awards, Gregg is listed in Thomson Reuters 'Super Lawyers' (through 2017), American Board of Trial Advocates (ABOTA), National Board of Trial Advocacy, SPE Society of Petroleum Engineers and National Association of Corporate Directors (NACD), Board Certified in Civil Trial and Personal Injury Law.  An extensive biography for Gregg Weinberg may be found on his firm's website.

    One of the speakers for this presentation is Frank O. Carroll,III, an attorney with the firm of Roberts Markel Weinberg Butler Hailey, P.C.  Education: J.D., Certificate in Advanced Commercial Arbitration–Domestic & International, University of Houston Law Center; B.A., University of California at San Diego, with honors; Texas Certified Mediator. Frank worked for Honorable Jennifer Walker Elrod at the United States Fifth Circuit Court of Appeals and the Honorable Gray Miller at the United States District Court for the Southern District of Texas. Mr. Carroll is the Editor-In-Chief of, an appellate law blog for non-appellate lawyers, and coaches moot court and mock trial at the University of Houston Law Center. He frequently writes papers and gives presentations on updates to the Texas Rules of Civil Procedure.  An extensive biography for Frank Carroll may be found on his firm's website.

    Topic B: Avoiding Risk Factors and Understanding the Attorney Grievance Process

    The speaker for this presentation is Jennifer A. Hasley, an attorney with the firm of Hasley Scarano L.L.P.  Jennifer is board certified in civil trial law by the Texas Board of Legal Specialization. Prior to forming the law firm of Hasley Scarano in 2006, she spent more than eight years as an Assistant Disciplinary Counsel in the Office of the Chief Disciplinary Counsel of the State Bar of Texas. She represented the State Bar of Texas and the Commission for Lawyer Discipline in disciplinary and disability proceedings involving attorney misconduct. Jennifer is a recognized speaker on legal ethics and professionalism.  An extensive biography for Jennifer Hasley may be found on her firm's website.

    Topic C: Cybersecurity for Lawyers: Protecting Your Clients and Firm in the Age of Cyberattacks

    The speaker for this presentation Harry G. Potter, of The Potter Law Firm, PLLC.   Harry earned his B.A. from the University of Texas and his J.D. from the University of Texas School of Law. He worked as a Deputy Division Chief, General Litigation Division, and then, Special Assistant Attorney General, with the Texas Attorney General's Office. Harry was also a Visiting Professor with the University of Texas School of Law.  Additional information about Harry Potter may be found on his LinkIn page.


    This course is approved for credit by the MCLE Committees of the STATE BAR OF TEXAS and the STATE BAR OF CALIFORNIA (MCLE Provider #8648).
    These are not self-study credits, but rather 'participatory' credits as you would receive for attending a traditional, live CLE seminar.

    In addition, regular CLE credits for this seminar may also be available in a number of other states through CLE Reciprocity, such as FLORIDA, or as an "Approved Jurisdiction", such as TENNESSEE. * Please check with the Tennessee State Bar for accreditation information. *

    If you are new to and you would like to register for this course, please click this link to see some brief instructions on how to 'SIGNUP' as a new user and register for this (or any other) seminar. If you were given a Discount Code for this course, be sure to enter it on the Shopping Cart page once you have added this course to your shopping cart and click the 'Update' button.

    PLEASE REMEMBER-- All of our online CLE courses are covered by our 'Full Satisfaction' guarantee. If for any reason you are dissatisfied with this or any other seminar, we will gladly issue you a prompt refund. Thus, you have nothing to lose in trying one of our convenient online CLE seminars. If you have never participated in an online seminar before, we think you'll be pleasantly surprised!


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