Tag: Confidentiality

CLE on AI, Ethics & Developing Your Law Firm AI Policy

This CLE explores the ethical, practical and regulatory implications of integrating artificial intelligence into legal practice. It covers core technologies like machine learning and generative AI, their application in law firms and the ethical responsibilities attorneys under the ABA Model Rules and various state bar ethics opinions.

Succession Planning for Law Firms: CLE On Ethically Dealing with Death or Incapacity

This CLE program taught by Ritzel Starleigh Ngo will provide legal practitioners with a practical framework of an attorney’s ethical obligations to the law firm and clients in the case of the unforeseen. Using the ABA Model Rules as the foundation for the course, Ritzel speaker will discuss pertinent ethical topics when it comes to transferring ownership of your law firm due to death, disability, disappearance and disbarment.

From Crypto to Inflation: Lessons for Independent Trustees from the ITA Conference

In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. This course will benefit independent trustees, attorneys and fiduciaries when working with wealth managers, CPAs, family advisors and insurance professionals.