Join Mark Bassingthwaighte, Esq. of ALPS Insurance to learn how to identify common malpractice missteps lawyers make and discuss practical ways that you can avoid each area of concern. Participants will learn how problems can arise as a result of poorly documented files, not knowing who the client is, and failing to take advantage of learning opportunities.
Topics include:
- If You Failed to Document It, It Never Happened
- Back to the Basics – Documenting Scope
- Effective Communication – It’s All About Details and Documentation
- Missing the Learning Opportunity with “Problem Clients”
- Yes, Virginia, There Really are Accidental Clients
- How in the World?
- Overlooking the Little Things
- Minimizing the Risk from Common Conflict of Interest Traps
- What’s Wrong with Assuming Everything Will Turn Out Just Fine?
- The Problem with Redundant Calendaring Systems
- Procrastination’s Dark Side
- The Importance of Prioritizing You
You will walk away with:
- An understanding of why taking care of yourself is vitally important.
- Practical tips to help facilitate effective client communication practices.
- Insight on how to avoid common calendaring missteps.
- Why saying no is sometimes the best decision.
- An awareness of how accidental clients can arise and what can be done to avoid that unintended outcome.
AUDIENCE
Beginner, Intermediate, and Advanced
TUITION
This webinar is included for all WealthCounsel Subscribers.
Regular Price: $129 | Trust & Estates Price: $0 | Trust Administration Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price $0
CLE:
2.0 Ethics credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
No CFP
No CPE
NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit. Additionally, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly.
In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.
