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Preparing for the Unexpected: The Ethical Obligation to Plan Ahead

(264 reviews)

Produced on December 17, 2020

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Course Information

Time 1h 2m
Difficulty Intermediate

Course Description

Attorneys have an ethical obligation to plan ahead for continued client service and potential matter transition - a responsibility with heightened importance in our uncertain times. This program will review the Rules of Professional Conduct requiring preparedness, and then focus on practical suggestions and steps attorneys can take to fulfill their obligations to their clients.

Presented by Thomas Rohback, Craig Reiser, and Eva Yung, this program will benefit attorneys at all stages in their careers.

Learning Objectives:

  1. Review the relevant Rules of Professional Conduct requiring attorneys to be prepared to transition their matters and responsibilities
  2. Identify when and to whom the obligation to plan ahead for transitioning applies
  3. Discuss practical steps attorneys can take in their daily practice to be prepared to transition responsibilities
  4. Create transition plans for matters and case or deal with team responsibilities 

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Craig M. Reiser

Axinn, Veltrop & Harkrider LLP

Craig Reiser’s practice focuses on complex commercial litigation, with an emphasis on professional liability and securities litigation matters. Among other matters, Craig has defended multiple global law firms in connection with malpractice and breach of duty claims; represented clients in connection with securities litigation arising from the financial crisis; and represented clients in matters involving alleged misappropriation of trade secrets.  

Craig served as a law clerk from 2010 to 2012, first for the Honorable Eduardo C. Robreno of the United States District Court for the Eastern District of Pennsylvania and later for the Honorable Kent A. Jordan of the United States Court of Appeals for the Third Circuit.

Bar Admissions:

New York

Thomas G. Rohback

Axinn, Veltrop & Harkrider LLP

Thomas Rohback is an experienced trial, appellate, and class action lawyer, who was profiled by The National Law Journal among a group of "successful business litigators in the U.S. who used innovative tactics to help them win major trial victories." Chambers USA described him as "a first-class trial lawyer...and a brilliant cross-examiner." He has in-depth experience of trial and appellate litigation, and class actions throughout the USA. He has also been praised in Chambers USA as being "great at simplifying complex matters for a jury." During one year, Tom tried three federal court jury cases in a three-month period and obtained a directed verdict in each case.

Throughout the United States, Tom’s cases have involved diverse areas of the law ranging from professional liability to antitrust to anti-terrorism litigation.

Bar Admissions:

·  New York

·  Pennsylvania

·  Connecticut

Eva Yung

Axinn, Veltrop & Harkrider LLP

Eva Yung’s practice focuses on complex commercial litigation. She has experience in internal investigations, sanctions and FCPA compliance, and derivative litigation. Eva has advised various international clients on sanctions, FCPA and anti-terrorism law issues, as well as whistleblower guidelines and risk assessments.

Eva earned her JD from New York University School of Law in 2016, and her BA in History and Science, magna cum laude, from Harvard University in 2009. While in law school, Eva interned at the Immigrant Rights Clinic of Washington Square Legal Services Inc.

Bar Admissions:

New York


Melissa H.

Found this helpful simply in thinking about organization and sharing of information on teams as well as contingency planning.

Thomas B.

Thank you!

James M.

Great information and impetus to better organize my electronic files.

Geoffrey W.

I think the "team approach" to teaching the class by people with different perspectives was very effective and modeling the behavior of keeping others in the loop.

Todd P.

Good lecture hitting the two key criteria: be organized and be communicative!! That’s sums up the entire lecture.

Ed C.

Excellent Course!! Liked having 3 presenters who alternated back and forth but who were also well integrated in their presentation.

Sarah R.

Lots of good practical value here - I am a solo practitioner so some of the institutional issues don't apply, but the general principles in facilitating effective transition do.

Earl B.

brought up issues I had not thought of

Robert N.


Jessica B.

Good class about real but often overlooked issues

Martha S.

Good having more than one person

Mary F.

Very thorough.

Jennie W.

Great presentation and advice! Thank you!

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