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In recent years, lawyers have become more mobile. What was once an occasional occurrence--a lawyer`s departure from one law firm to join another--has become an every day event. This increased mobility has generated numerous legal and ethical issues and disputes. Compounding the situation, no neat framework exists to address the interests of the departing lawyer, the lawyer`s old firm, the lawyer`s new firm and, most importantly, the client.
In Joint Formal Opinion 2007-300, the Pennsylvania Bar Association`s Committee on Legal Ethics and Professional Responsibility and the Philadelphia Bar Association`s Professional Guidance Committee outlined important considerations for lawyers changing law firms, the firms they are leaving and the firms they are joining. Opinion 2007-300 and American Bar Association Formal Opinion 99-141 provide general guidance, but many attorneys and law firms believe more is necessary.
This program outlines the ethical, legal and practical issues these situations raise, and provides advice on how attorneys can address such matters while fully complying with their ethical obligations to the firms and their clients.
NOTE: ethics credits are "wild cards" and can be used to fulfill your general PA CLE requirement as well as your minimum 1 hour of ethics requirement.
Credit Information
3 Total CLE credits, all of which may be applied toward Ethics
Course Outline (Slides in Note-Taking Format) (44 Pages, 155 KB)
Written Materials (99 Pages, 1 MB)
Help
Major Ethics Rules Changes (Rev. August 2009) (ETHICS COURSES ONLY) (2 Pages, 26 KB)
User Feedback
"Ellen Freedman is an excellent speaker and held my attention. Good CLE. Learned alot." (Hershey, PA)
"Good material and slide usage was appropriate." (Chatswood, 0)
"The two speakers worked well together. The information contained in this course was practical and a must for anyone who is in private practice." (Berwyn, PA)
"The aspects of the program that provided practical concerns when attorneys leave firms was extremely helpful." (Riverton, NJ)
"Great course and convenient too." (Yardley, PA)
"Atty Siegel was very knowledgable and made the effort to ensure that we knew all of the key decisions. Unfortunately, he did not modulate his voice and his presentation was like a forced march.
He knew that the material was dry and that three hours would be challenging. He should have changed the format in order to make it more interesting. It was very difficult to complete the course.
Freedman offered helpful suggestions and insights . She also made an effort to interject questions to break up the monotony of Siegal's presentation. Her verbal style was easier to follow.
This course needs to be revised." (Washington, DC)
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