Ethics in Referrals

(5786 Ratings)

Produced on: March 30, 2014

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 72 minutes
Difficulty Intermediate

How do you find your next client? Networking groups are a great way to build your practice and get your name out in the community. Some websites allow lawyers to place bids to get customers. The costs of these services are low, but the money to be earned is pretty high. Sounds like a no-brainer right?

These sources of business raise ethical questions regarding fee splitting with nonlawyers, attorney-client relations, and conflicts of interest. As more attorneys are solicited into business networking groups and as more and more websites pop up that allow attorneys to seek clients online, it is most important to know the ethical guidelines for these areas. It is also important to know the rules regarding giving a referral or recommendation to a client of another attorney or non-attorney. This legal ethics course will give you the knowledge you'll need to comply with the ethics rules and allow peace of mind in your business development and referrals practices.

 

Learning Objectives:

  1. Recognize appropriate instances to receive or pay out referral fees
  2. Analyze exceptions to the referral fees rules
  3. Distinguish non-attorney from attorney based referral fees
  4. Anticipate and avoid risks of attorney-client matching websites
  5. Examine business networking groups and the potential liability exposure
  6. Avoid malpractice actions based on referral activities


This course originally appeared as a part of our March 2014 Bridge the Gap Event.


Faculty

Gianpaolo Scarola

Scarola, Benincasa, Mouzakitis

Gianpaolo Scarola is a partner at Scarola, Benincasa & Mouzakitis PLLC. His specialty areas are real estate and business advisement.  After working in law firms for over ten years on matters ranging from parking tickets to anti-trust litigation in New York City and as far away as Jackson, Mississippi, Gianpaolo opened his own solo law practice where he spent four years growing his business and reputation. In 2011, after many offers from friends, colleagues and even some adversaries, Gianpaolo founded Scarola, Benincasa & Mouzakitis PLLC.  

In his practice, Gianpaolo has assisted in the formation of countless business entities, advised clients in numerous purchases and sales of businesses and is advisor to local companies throughout the tri-state area. He also represents countless clients in their residential and commercial real estate transactions each year. Gianpaolo sits on the board of directors for both the Hollis Hills Civic Association and the New York City Independent Filmmakers and Actors Association. He has given lectures at The Theodore Roosevelt American Inn of Court, the New York City Bar Association, NYPD Community Outreach Programs, the Long Island Board of Realtors and numerous other civic and philanthropic organizations. Gianpaolo is a graduate of New York University, where he earned his Bachelor of Arts and was a awarded a Trustees Scholarship and received his Juris Doctorate from St. John’s University School of Law on a full academic scholarship.

 

Reviews

JM
JOHN M.

very convenient

WB
william f b.

practical discussion

MC
MaryAnne C.

interesting

AZ
Andrew Z.

Very good presentation

RF
Robert F.

Good

CM
Cynthia Coulter M.

I am staff counsel for a major insurance carrier. The information in the presentation about how staff counsel and outside defense counsel get their business; what their ethical duties are; and even who they represent was wrong.

BB
Brian B.

The lecture was informative

AM
Allan M.

Helpful topic.

MB
Megha B.

Very practical advice and learning

RD
Rebekah D.

Thank you

HH
Harrison H.

Pragmatic and practical.

SM
Shannon M.

Enjoyable and helpful!

BP
Brian P.

Very interesting topic and very well presented. Thanks

PS
Phillp S.

I am an old timer beginning anew after a lengthy, catastrophic illness. This fellow did great job of helping me sort through the marketing calls I've received from some of the types of referral services discussed. (Granted, I was leery and never signed on, but now I have more than an old prosecutor's "gut" instinct to fall back on.

SC
Stephen C.

Pretty straightforward, but useful.

MA
Maria A.

The speaker was engaging. This was an interesting presentation.

DD
Dan D.

Speaker was very good.

RC
Richard J. C.

The speaker was excellent!!

MB
Michell B.

Very interesting topic with the referral groups that some folks join.

JM
Judith M.

Mr. Scarola did a great job presenting the law and its practical application to specific situations.

WG
William John G.

Wonderful practical advice.

GB
Gregory B.

Answered a lot of questions I had.

TB
Thomas B.

Great informative program

DH
David H.

Good refresher on referrals.

JG
Julie G.

Great speaker. Real life examples were very helpful.

EK
Erik K.

This was a really good class, and ethics credit too!

KO
Kristyn O.

Very informative - great for newly admitted attorneys.

BG
Barry G.

Speaker was excellent. Did a great presentation.

TF
Tyler F.

Very informative.

AM
ANTONIO M.

Informative

SR
Samantha R.

Very informative

KD
Kenneth D.

Great Speaker

UK
Una K.

Excellent & Informative

MA
michael a.

Very worthwhile, practicle course.

MR
Melissa R.

Great presentation

DF
David George F.

Interesting discussion on "Referral Groups" and potential conflicts with Ethics Rules.

AA
Alfredo A.

Great presentation

JG
Jennifer G.

Great course. Very useful material for all lawyers.

JP
John P.

Great course

JB
John B.

Excellent

SR
Scott R.

Very good speaker. He spoke about relevant issues.

SO
Stephen O.

Informative.

TD
Thomas D.

Very interesting.

RN
Robert N.

good

JB
John B.

Good seminar

SS
Stacey-Rae S.

it was really very good.

MH
Melanie H.

This was one of the best, most informative CLEs I've seen. The presenter was engaging without being over the top. Highly recommend.

RJ
Roger J.

Great review

CG
Charles G.

Excellent Program!

MG
Mark G.

Great.

DP
Dan P.

Fine presentation

KL
Karen L.

This speaker was excellent!

RG
Richard G.

Covered subject matter plus gave good practical points.

NK
Nancy K.

Very good and practical

EL
Eric L.

Very effective speaker and program substance.

ST
Salvatore T.

Interesting and well presented.

SS
Susan S.

Not relevant to my practice right now, but very good to know in general and in case my practice changes.

RC
Ryan C.

Wonderful program. The speaker provided very practical information at attorneys can use everyday.

JE
Julie E.

well done

MG
michael g.

Very engaging and informative presentation.

KM
Kathryn M.

Engaging speaker, I like the quick wrap-up at the end.

PF
Paul F.

great, practical advice, and good presenters

RS
Robert S.

Good speaking style.

DR
Diane R.

excellent content and presentation

NG
Neil G.

clear presentation

DS
Daphane S.

This speaker is excellent

LB
Louis B.

Good speaker with plenty of examples.

MS
MICHELLE S.

great speaker and content

MC
Melvin Duane C.

Loved this guy!

GN
Gary N.

Great job!

RS
Robert S.

Solid practical advice.

WF
Walter F.

The presenter was very knowledgeable and did a very good job of addressing "real world" applications of the rules.

CB
Carol B.

I could not read some of the slides.

DS
Diane S.

Clear and engaging presentation with many examples from practice.

SG
Susan G.

He is an excellent speaker. He can (and does) make any subject interesting.

MM
Michael M.

Very good speaker and relevant information.

NP
Nirav P.

Gianpaolo was entertaining and used real life examples which made this more relevant for me. Good job!

DZ
Donald Z.

Thought the presenter did a great job

OM
Omar M.

This guy is good

JZ
Jennifer Z.

Very informative

MO
Maureen O.

useful and insightful comments about networking groups!

AK
An K.

More courses by this lecturer. Terrific!

RB
Richard B.

Very good presentation of an area affecting almost every attorney in private practice.

JP
Jodi P.

Very effective and helpful program

KP
Karen P.

practical and helpful for a solo especially

VQ
Victor Q.

Good course. Good down to earth speaker.

EW
Edward W.

Great speaker and presentation

RS
Robert S.

Information on network and internet refers very timely/

RB
Robin B.

Interesting, and good reminders.

TJ
Thomas J.

good speaker

BT
Bryan T.

Speaker did a great job of bringing real world temptations into consideration of ethical issues.

SH
Suzanne H.

Excellent

RW
Rich W.

Excellent presentation on issues lawyers face every day.

JS
John S.

one of the best i've watched. the guy is really good.

FS
Frederick S.

Good substance. Enjoyed the course. Thank you.

SH
Stephen H.

excellent presentation

AF
Arkady F.

very informative

BB
Bobby B.

Excellent

RW
Robin W.

very good presentation

KP
Katherine P.

The speaker KNEW the subject matter!

JS
Jennifer S.

one of the most practical lectures that I have listened to....this is something that any attorney will use in real life and their daily practice.

AR
Antoinette R.

Actually ENJOYED this presentation.

KG
Karen G.

Excellent

BC
Bradley C.

Outstanding recitation and elucidation of the ethical dilemmas which await all competent (and eager) practitioners.

JA
James A.

very insightful subject matter

AW
Andrietta W.

Well done, good presentation, very informative,

EP
Edward P.

This was a very good course. It was practical while covering the ethical guidelines.

ST
Stephen T.

very good

MW
Marta W.

Very Interesting

EC
Eric C.

Fantastic

KL
Kurt L.

Very helpful, and applicable

ED
Edgar D.

good info

DM
Derek M.

This was a very relevant and helpful topic. Thanks!

TJ
Terrie J.

Excellent, informative presentation. Great speaker!

VO
Vincent O.

Was good.

KP
Kruti P.

Very informative and practically oriented.

BL
Bryan L.

Good class.

JK
Jamilee K.

I really enjoyed this presentation. Sort of reconfirmed what I remember about referrals, but also taught me some new information.

JC
John C.

I like all the real life stories he incorporated into the lecture

DW
Donna W.

The speaker gave practical and relevant examples of potential ethics problems.

GG
Gerardo G.

Awesome a big chunk of my work is on referrals.

NP
Nancy P.

his lecture is the equivalent to sitting with him for a cup of coffee and conversation. very pleasant to listen to.

KH
KENNETH H.

great

BC
Barbara C.

Informative. I enjoyed this course.

AS
Arina S.

Thank you!

GW
Gerald K W.

excellent

SZ
Sheldon O Z.

Excellent, fine speaker

WL
William L.

Very informative

CC
Charles C.

Very direct, clean, organized presentation

JM
Jeffrey M.

Not only did the course cover the ethical ramifications (which is great), it also told me about referral groups. I had never heard of referral groups before, because in immigration practice it doesn't seem as popular - but it is an interesting concept

TH
Thomas H.

Excellent presentation.

HW
Heather W.

Speaker was prepared and covered everything.

MC
Migdalia C.

Important information!

GK
Geoffrey K.

Mr. Scarola is a very effective speaker and is very knowledgeable in the subject matter he is teaching.

LM
Lewis M.

Excellent !

KC
Karen C.

Excellent and very relevant

RS
Robert S.

Engaging speaker.

MM
Marla M.

This offered a lot more on this subject than I thought it would,

AW
Albert W.

Good review for every attorney

DM
David M.

very good

MM
Mando M.

Relevant to my practice and timely

CK
Carrie K.

great and useful program!

KM
Kathleen M.

Great lecture!

SS
Sowmiya S.

very good presentation

DD
Daniel D.

good job. Kept my attention

PT
Peter B. T.

Good overview of everyday situations and ethical considerations.

PW
Peter W.

Mr. Scarola is a good speaker who was enthusiastic about his subject.

ST
Steve T.

Interesting topic

DH
Douglas H.

Excellent program. Seems to have hit the important points on the topic.

DR
David R.

This speaker was very knowledgeable. Excellent course.

JP
John R. P.

The subject matter is extremely important to the Small and Solo Practitioners and the speaker was helpful in talking of relevant experiences that could allow one to be compliant!

SD
Samantha D.

Enthusiastic and well informed!

KD
KIMBERLY D.

Thanks!

JS
Jeff S.

Great information!

PK
Patrick K.

Excellent speaker. When I was teaching legal ethics I always told my students: "When you are confronted with an opportunity to do something lucrative but wrong, always ask yourself, 'how much is my integrity worth?' Throughout this presentation, Giancarl

BG
Barry G.

Good presentation. Always better when a "street-wise" attorney speaks from a perspective of personal experience. I enjoyed it.

JC
John C.

well done!

WH
William H.

Real world law

CA
Chartrisse A.

Very interesting

EC
Eugene C.

Very helpful; thank you.

RN
Richard N.

Great!!

RJ
RG J.

Well Done

LE
Laura E.

Great presentation clarifying referral fee issues.

RD
Robert D.

likeable orator

SH
Steven H.

Very informative.

DL
Denise L.

engaging speaker

LL
Laura L.

Thought I was well informed on this topic.....guess not!

GD
Genevieve D.

Excellent!

CD
Catherine D.

I thought this was one of the better sessions I have viewed. The information was interesting and the speaker was knowledgeable and comfortable.

JM
Jeff M.

I appreciated that the speaker was a solo practitioner. The presentation was less "ivory tower" than others that I have participated in, which is a good thing. Thanks.

MM
Marie A M.

A great speaker who made it very interesting and informative...

PK
Philip K.

Appeared to be comprehensive

TS
Tina S.

very interesting

DS
Debra S.

very insightful speaker

GM
Gerard M.

good practical advice speaker knew the material and presented it well

JD
John D.

Good

DN
Doris N.

Very well-done program -- speaker was interesting and knowledgeable. Attorneys really need to know these rules -- most don't follow them; if they chose not to, at least they will know the risks.

NM
Nelson M.

good speaker

BJ
Benita J.

would have liked reference to referrals by and to non-profits

EG
Erica G.

Very engaging!

MB
Makedonka B.

Good examples.

DH
Donald H.

very good

CB
Candace B.

excellent!

CF
Carolina Jiron F.

Very good!

TM
Todd M.

This guy was great!

AG
Adam G.

Overall well delivered hour long program

WH
William H.

good overview of legal ethics in referrals

AC
Art C.

Instructor was good. The rules are screwy and should be repealed :)

FK
Frank K.

very informative

MH
Mikhail H.

Good information on fees shared by lawyers

SF
Shannon F.

This is an important topic which is often misunderstood. It would be good to have this in a slightly longer session as well.

RA
Robert A.

Good course

RJ
Rebecca J.

Loved his down home approach!

WL
Wesley L.

excellent

SG
Suhaib G.

Solid speaker

CC
Cara C.

The presenter explained the intricacies of referral fees in a surprisingly simple way; I genuinely feel educated.

KB
Kelvin B.

Practical pointers that are always useful and instructive.

CJ
Carol J.

Great information. I enjoyed your examples.

EV
Eugene V.

This was one of the best CLE courses I have taken. It is relevant and taught with the practitioner in mind.

JB
Julie B.

Important refresher

JK
Josef K.

great speaker. very interesting and well presented.

HG
Howard J. G.

Did not previously know the particulars relating to referrals and Mr. Scarola covered it in depth and in an engaging manner.

PK
Paul J. K.

Very informative.

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