IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

What You Need to Know When ‘Firing’ a Client (OnDemand Webinar)

$149.00

SKU: 410316EAU

Description

Learn how to remain professional, stay in compliance, and prevent pitfalls when terminating a relationship with a client.Chances are you’ve experienced an attorneyclient relationship that either makes you uncomfortable, scream, or wish you’d never taken the case. Attorneys often face situations where they need (or want) to terminate a client relationship for one reason or another. These reasons may range from conflicts of interest, unlawful behavior, inability to fulfill obligations (by either client or attorney), or fundamental disagreements. When is withdrawal from a case required? When is it optional? What ethical obligations must be considered in the termination of such a relationship? What steps can be taken to stay in compliance with ethical rules, avoid discipline or professional liability, and prevent the pitfalls that may occur when firing a client? This topic will reveal guidelines for deciding when to fire which clients and how to go about it if the relationship has become problematic.

Date: 2022-12-09 Start Time: End Time:

Learning Objectives

Guidelines for Deciding If or When to Fire a Client
• Rules of Professional Conduct
• When You Must Withdraw
• Violation of Law or Ethics Rules
• Impairment
• Discharged
• When You Can Withdraw
• Client Consent
• No Adverse Effect
• You’ve Been Used
• Fundamental Disagreements
• Unfulfilled Obligations
• Unreasonable Burden

Guidelines for Deciding Who to Fire
• The Pareto Principal
• Opportunity Costs and Cost Benefit Analysis
• Lead, Follow, or Get out of the Way
• Communication and Expectations
• Resolution With Updates to Written Contracts

Guidelines for How to Fire a Client
• When to Get Court Approval
• Protect the Client’s Interests
• Remain Professional
• Consider a Referral
• Review Your Contract
• End It Quickly
• Accommodate Unstable Clients
• Plan Ahead, Make It a Process

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,NALA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Noel R. Bagwell, III, Esq.-ExecutiveLP®

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

What You Need to Know When Firing a Client (OnDemand Webinar)

$199.00

SKU: 406663EAU

Description

How to remain professional, stay in compliance, and prevent pitfalls when terminating a relationship with a client.Chances are that you’ve experienced an attorneyclient relationship that either makes you uncomfortable, makes you scream, or makes you wish you’d never taken the case. Attorneys often face situations where they need (or want) to terminate a client relationship for one reason or another. These reasons may range from conflicts of interest, unlawful behavior, inability to fulfill obligations (by either client or attorney), or fundamental disagreements. When is withdrawal from a case required? When is it optional? What ethical obligations must be considered in the termination of such a relationship? What steps can be taken to stay in compliance with ethical rules and avoid discipline or professional liability and prevent the pitfalls that may occur when firing a client? This topic will reveal guidelines for deciding when to fire which clients and how to go about it if the relationship has become problematic.

Date: 2019-10-21 Start Time: End Time:

Learning Objectives

Guidelines for Deciding IF or WHEN to Fire a Client
• Rules of Professional Conduct
• When You Must Withdraw
• Violation of Law or Ethics Rules
• Impairment
• Discharged
• When You Can Withdraw
• Client Consent
• No Adverse Affect
• You’ve Been Used
• Fundamental Disagreements
• Unfulfilled Obligations
• Unreasonable Burden

Guidelines for Deciding WHO to Fire
• The Pareto Principal
• Opportunity Costs and Cost Benefit Analysis
• Lead, Follow, or Get out of the Way
• Communication and Expectations
• Resolution With Updates to Written Contracts

Guidelines for HOW to Fire a Client
• When to Get Court Approval
• Protect the Client’s Interests
• Remain Professional
• Consider a Referral
• Review Your Contract!
• End It Quickly
• Accommodate Unstable Clients
• Plan Ahead, Make It a Process

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Noel R. Bagwell, III, Esq.-ExecutiveLP®