COURSE DESCRIPTION
Navigate the critical ethical considerations that govern client relationship formation and termination where professional responsibility meets practical client service in ways that can determine both case outcomes and professional liability exposure. This essential program addresses the professional conduct rules that govern client engagement and withdrawal procedures. Master the ethical requirements that ensure compliant client relationship management while protecting both client interests and professional standing.
- Understand client identification and engagement requirements affecting entity representation and multiple client scenarios
- Navigate competence and conflict checking obligations when accepting new client matters
- Address withdrawal obligations and procedures when continued representation becomes impossible or impaired
- Master file retention and client property obligations affecting client relationship termination procedures
Speaker:
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.