State Bar of Wisconsin

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State Bar of Wisconsin PINNACLE

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On Demand

Member Price:
$149.00
Non-Member Price:
$149.00
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A Primer on Confidentiality and Maintaining Client Files
  • CA2854D

Attention Ultimate Pass Holders!
There is no need to purchase a CLE OnDemand program; as an Ultimate Pass holder, you have access to all CLE OnDemand titles. Click here or select myStateBar at the top of the page, log-in, and choose the myMedia section. All titles will be listed under "My On Demand."

About the Program

This On Demand seminar satisfies the continiumg legal education in legal ethics and professional responsibility under the Work Experience Requirements for Paralegal Certification.

Participating in this on-demand seminar DOES NOT provide standard CLE/EPR continuing legal education credit for lawyers.

Who should purchase:

  • Paralegals
  • Law office staff
  • Anyone involved in client file maintenance

How you’ll benefit:

  • Explore your obligations to the client file in a variety of situations
  • Review State Bar Ethics Committee Opinions on client files
  • Take a closer look at recent changes to the confidentiality rules
  • Know what you may and may not disclose regarding a client representation
  • Discover notable exceptions to the confidentiality rules

File feedback

Client files often have plenty of questions attached. How long should you keep client files? In what format should you provide the file to the client? How can you protect the confidentiality and security of your client files?

Learn the answers to common questions about client papers and attorney obligations when dealing with client information. Also, discover what Ethics Committee Opinions say about handling client files.

Keeping secrets

Attorney-client confidentiality is a core component of representation. It’s the foundation upon which trust is built, and it can mean the difference in developing a good working relationship with your client.
Know what you’re allowed to disclose during and outside of representation. Explore recent changes to the confidentiality rule. Plus, understand important exceptions to the rules protecting client information.

About the presenters

Dean R. Dietrich, shareholder with Ruder Ware, L.L.S.C., chairs the firm’s Employment, Benefits, and Labor Relations Practice Group. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation and has consulted with numerous law firms and lawyers regarding compliance with the Rules of Professional Conduct.

Dean serves as Chair of the State Bar Committee on Professional Ethics in addition to past service on the Committee appointed by the Wisconsin Supreme Court to review changes to Supreme Court Rules Chapter 20, the Rules of Professional Conduct for Attorneys. He is a graduate of Marquette University Law School.

Timothy J. Pierce is ethics counsel for the State Bar of Wisconsin. He received his undergraduate degree from the University of Wisconsin-Madison and his law degree from the University of Wisconsin Law School. Tim was previously a deputy director at the Office of Lawyer Regulation. He has also been employed as the ethics administrator for Milbank, Tweed, Hadley & McCloy in New York, and as an assistant state public defender in Racine.

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