Heather L. Rosing provides an incredibly comprehensive look at ten main areas where attorneys can reduce their malpractice liability and avoid ethical pitfalls. Making the proper ethical decisions can be difficult in today’s complex world, but the last place you want your name to end up is the ‘Attorney Discipline’ pages of your State Bar’s monthly periodical. This class is designed to prevent unwanted malpractice claims from your clients and ethics violations from your State Bar.
The 10 ethical areas discussed include advertising and solicitation, marketing, fee agreements, credit cards & Client Trust Accounts (CTAs), inadvertent disclosure, fee sharing, confidentiality & privilege, electronic file maintenance & production, candor to the court, conflicts of interest and communication with a represented party. Other issues addressed include malpractice insurance, ethical rules and guidelines, arbitration clauses, conflicts waivers, avoiding fee disputes, third parties & privilege, methods of file storage, metadata, business dealings with clients, and representing adverse parties.
The former President of the San Diego County Bar Association, Heather L. Rosing serves as the Chairperson of the Professional Liability Department overseeing a team of Klinedinst lawyers across the state of California in the defense of professionals such as lawyers and accountants. Ms. Rosing has developed a nationwide reputation for her experience and skill in litigating complex malpractice and fraud cases; in defending lawyers, accountants, and judges in disciplinary matters; and in delivering sound advice in the areas of ethics and risk management. Ms. Rosing also serves as a consultant and expert witness in the areas of fee disputes, professional responsibility, privileges, and attorney duties.
Practice Areas: Business Law | Criminal Law | Employment Law | Ethics | Family Law | Intellectual Property | Litigation | Personal Injury | Real Property | Trusts and Estates | Bankruptcy
State Accreditations: California (CA)