Ethics & the SmallLaw Practitioner Update

(4162 Ratings)

Produced on: February 27, 2016

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 75 minutes
Difficulty Intermediate

It can be a challenge for solo and small firm (“SmallLaw”) practitioners to ensure their practice complies with the rules of professional responsibility. Since lawyers in solo or small firm practice don’t have the luxury of having a large number of other attorneys in the office, SmallLaw practitioners have to rely on themselves to ensure they abide by the ethics rules. Questions such as whether an attorney can collect a referral fee and when an attorney can spend a retainer can be difficult to answer and often that answer will vary from jurisdiction to jurisdiction. Furthermore, SmallLaw practitioners normally serve as their own marketing, administration, billing, and collections departments, all of which raise ethical concerns that may not be applicable to other attorneys.  

 

In this program, attorney Gary J. Ross updates his previous course examining many of the ethical issues pertaining to solo and small firms and addresses some of the major concerns of SmallLaw practitioners. 

 

Learning Objectives:

I.       Access sources to ethics rules for attorneys

II.      Recognize the reasons SmallLaw attorneys tend to have more ethics violations than other attorneys

III.     Understand common ethical concerns for solo and small firm attorneys

IV.     Review how to properly operate your law practice in accordance with the ethics rules



This course originally appeared as a part of our February 2016 Bridge the Gap Event.

Faculty

Gary J. Ross

Ross & Shulga PLLC

Gary J. Ross has advised both small businesses and large Fortune 500 companies on a variety of transactional, disclosure, corporate governance and compliance matters.  He co-founded Ross & Shulga PLLC in 2017, a boutique law firm that focuses on corporate and securities law, investment funds, cryptocurrencies, crowdfunding and startup law.  Gary previously had his own firm, Jackson Ross, for four years, and previous to that he worked in the Corporate Transactions & Securities and Capital Markets practice groups at Sidley Austin LLP and Alston & Bird LLP.  

From 2009 to 2012, Gary served in the U.S. Department of the Treasury, where he managed conflicts of interest issues pertaining to contractors and financial agents engaged by Treasury to provide asset management, advisory, and other services relating to the Troubled Asset Relief Program (TARP). In that capacity, he developed and recommended compliance standards and regulation interpretation guidelines and designed the on-site testing carried out by the TARP audit department, during which he served as the subject matter specialist.  He also helped draft the federal regulation for conflicts of interests as they pertained to TARP, and prepared the official conflicts of interest responses to Special Inspector General of the Troubled Asset Relief Program (SIGTARP) inquiries.  

Mr. Ross is an adjunct professor at Seton Hall Law School and has lectured at schools such as Penn State Dickinson Law. He has been quoted in articles in MarketWatch, Corporate Counsel, The New York Times and the Associated Press.

Gary received his J.D. from Northwestern Law School in 2004 and earned a B.B.A. from the University of Miami in 1994.  Prior to attending law school, Gary worked as a Case Manager for the Tennessee Department of Human Services.

Gary is admitted to practice law in New York, the District of Columbia, and Georgia.

(Website www.RSglobal.law)

Reviews

JB
Joan B.

Great class

SR
Steven R.

clear and practical

KC
Kathryn C.

Extremely thorough!

RC
Robert C.

good course

TS
Thomas S.

Really well done.

LH
Lew H.

Well done

MB
Michael B.

very good course, informative

DL
Donald L.

Thank You.

MG
Mary E G.

Interesting information.

AS
Allan S.

Easy to follow and listen to.

RM
randal m.

Very nicely done, with good practical advice. Thank you

RL
Robert L.

Great course

KM
Kevin M.

Gary Ross sounds like a knowledgeable attorney with high moral standing!

CB
carol b.

The speaker was prepared.

JR
Joseph R.

very comprehensive

MB
Melea B.

Easy going attorney with sound background and knowledge. The time went fast.

TG
Tom G.

Good lecture of a variety of ethics topics.

MT
Mary B T.

This was a truly excellent, useful course.

BY
Barry E Y.

I like his use of practical problems rather than reading the rules to us!

JV
Joseph V.

Very good

RC
Robert C.

Great Review of the Rules! Thank you!

RG
Robert G.

This was one of my favorite programs as a person starting off a small practice from a large law firm background. Highly recommend. The practices that a big firm has you do has roots in protecting yourself and the firm and this tells you why.

GH
GENA H.

Excellent content and really enjoyed the speaker.

WS
Whitney S.

Very practical, would love to see more on this topic by this presenter

MW
Matthew W.

Excellent review

KP
Karen P.

broad ranging, helpful for small practice

SW
Steve W.

Very good overview of ethical issues in small practices. Interesting that small practices often deal with more ethical issues than larger firms.

TE
Tomas E.

Right in point to the issues discussed.

RP
Rajan P.

Very helpful even for an experienced attorney

JB
John-Frederick B.

Good presentation of the material.

JB
John M. B.

Excellent presentation. The instructor covered a lot of material during the session.

AW
Allan A. W.

Good basic discussion

SR
Stuart R.

Very well presented.

RS
robert s.

common sense based presentation, easy to follow.

ER
Eric R.

thanks

JS
Judith S.

Well done. The presentation notes were very good.

MD
Mitchell D.

Useful lecture

PA
Peter A.

Great overview

PS
Patricia S.

Great presentation.

RN
Robert N.

Good speaker. Clear and concise.

SH
Stacie H.

Well organized. Good Presenter. Useful information.

EW
Edward W.

Very informative and to the point. Enjoyed it. Good written materials too. Makes it easier to follow.

LC
Lawrence C.

Very well organized and presented.

JS
Jeffrey S.

Very practical advice.

JW
James W.

thank you

SK
Susan K.

Very good, practical advice. Well done.

SM
Sheldon M.

Great course!

LM
Lesley M.

Well organized

TC
Todd C.

Very good emphasis on small firm, which often is not found. Liked it a lot.

AO
Arthur O.

Great course!

SD
Steven D.

I enjoyed the speaker.

HF
Harrison F.

Good material presented well.

DK
Don K.

very good

JN
James N.

Thank you, Mr. Ross. Very clear and useful review.

JW
John W.

good general program on ethics.

JH
J. Donald H.

Excellent practical information - well done

AC
Alison C.

Good presentation.

KL
Kevin L.

More specific examples in presentation would be helpful.

JD
James D.

Very informative

MF
Michael F.

Great detail with important reminders.

SS
Steve S.

Informative

RB
ROBERT B.

Extremely good speaker; knowledgable

KB
Kevin B.

Great video!

TS
Thomas S.

One of the best speakers on Lawline.

TF
Tonianne F.

very well presented

VW
Valerie W.

Nice presentation.

SS
Sandra S.

I learned a lot - excellent presentation!

BB
bruno b.

Very interesting

CS
Carol A S.

Good practical points

JC
Jean C.

Very good specifics for ethical concerns.

CK
Carolynne K.

very practical and worthwhile

AN
Anthony N.

Very good course for solo practitioners, regardless of how long in practice.

MM
Michael M.

super

MS
Michele S.

Very informative and useful for common ethical questions that arise

DR
Diane R.

Excellent content.

WP
Wesley P.

very informative

BM
Byron M.

sound, practical advice for small law offices

LK
Linda K.

Excellent presentation

RD
Rebekah D.

Nice presentation

EL
ethan l.

good overview covering a very wide range of topics.

ID
Ira D.

Very informative

OM
Owen J. M.

A lot of information in a short period of time. Great handouts and nice presentation style/substance.

AD
Alphonse D.

Very concise and informative

BY
B.Casey Y.

Useful refresher on Ethical considerations for small firm practitioners.

DH
David H.

Well presented. Nice overview

AF
Amy F.

This was a good run down on ethics for a solo attorney.

CH
Christopher H.

Reasonable presentation

GS
George S.

Very clear and concise. Great tips from a knowledgeable speaker.

MB
Michael B.

This was the best Ethics Course I've taken in over 25 years of practice. it was extremely well done and to the point!

DB
Deanna B.

Excellent speaker!

DE
Diane E.

necessary review

SD
Suzanne d.

excellent information

SG
Steve G.

Very good presentation

AF
Anthony F.

Very Good! Home run!

OE
omar e.

Great presentation, especially for the solo practitioner.

BS
Barbara S.

Interesting presentation, because the lecturer personalized many examples explained very well, with good examples of difficult situations.

CM
Christopher M.

Good class.

KB
Kelvin B.

Good refresher course!

JB
Jonathan B.

Good course.

LR
Lawrence R.

Precise, informative

MB
Martha B.

Well done

CR
Carol R.

Excellent presenter.

TC
Thomas C.

Thank you.

LH
Lee H.

very good course!! Helpful suggestions when dealing with clients, excellent discussion of the applicable Rules of Professional Conduct!!!

RB
Robyn B.

Great

RW
Richard W.

Practical, good program.

SF
Shannon F.

Slides were very useful

MK
Mary Beth k.

Very enjoyable and energetic. Learned a lot

LW
Linus W.

good program; experienced instructor; kept it moving along

JC
Jane C.

this was another excellent course - I enjoyed it very much!

KD
Katerina D.

Great overview. While I knew much of the info, this would be great for a new startup solo or if someone did not know about marketing through social media.

MB
Marc B.

excellent on engagement letters and fee collection issues

HS
Henry S. S.

Very clear, well-organized and well-presented. Excellent program.

DE
David E.

Well done.

SM
Susan M.

Very well organized presentation.

AS
Alexander S.

very good for small firms !

AA
Angela A.

The course information was presented in a clear and concise manner and will be useful to my practice.

DG
D. Larry G.

Excellent tour of ethics. Thank you.

LS
Larry S.

Very helpful course

Load More

$89

$ 89 Ethics In Stock

Accreditation

Get Unlimited Access to Lawline Courses

Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.