Back to Protecting Yourself and Your Clients: Best Practices for Documenting the Client Relationship and the Ethics of Retaining Client Files
Protecting Yourself and Your Clients: Best Practices for Documenting the Client Relationship and the Ethics of Retaining Client Files 0.75 Credit

Protecting Yourself and Your Clients: Best Practices for Documenting the Client Relationship and the Ethics of Retaining Client Files (September 2024)

  • ON-DEMAND SEMINAR

Presented in partnership with the WSBA Solo and Small Practice Section
Visit the section's webpage to learn more or click here to join.

Two Disciplinary Counsel will take you through some questions to ask when you first meet with clients, and discuss how the Rules of Professional Conduct and Advisory Opinions may apply. They will also discuss your professional obligations related to turning over client files.

Original Program Date: September 29, 2024
Product Code: 24555-13VIDEO

Credits:
0.75 Ethics
  • List Price: $60.00
Item Details:
Back to Protecting Yourself and Your Clients: Best Practices for Documenting the Client Relationship and the Ethics of Retaining Client Files

This on-demand session was presented as part of the live webcast, The 2024 WSBA Solo and Small Firm Conference: Looking Back to Move Forward, recorded on September 27-29, 2024, in Suquamish, WA. If you attended the live webcast and reported CLE credits, you cannot also report credits from watching or listening to this recording.

Presenters:
Kathy Jo Blake - Washington State Bar Association, Seattle, WA
Erica Temple - Washington State Bar Association, Seattle, WA


For accessibility or accommodation requests, or other questions, please email ondemand@wsba.org.

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