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Special Problems in Confidentiality 2021

Product ID: CM3153
Presented By: State Bar of Wisconsin PINNACLE

Disclosure dilemmas

In theory, the rule governing disclosure by a lawyer of information relating to the representation of a client during the lawyer's representation of the client seems pretty cut and dried. In reality, lawyers confront potential confidentiality issues every day.

This session will focus on unique situations involving:

  • Withdrawal
  • Deceased clients
  • Subpoenas
  • Requests from third parties
Read More ↓

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Course manual (PDF)
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Member $59.00

Non-Member $109.00

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Disclosure dilemmas

In theory, the rule governing disclosure by a lawyer of information relating to the representation of a client during the lawyer's representation of the client seems pretty cut and dried. In reality, lawyers confront potential confidentiality issues every day.

This session will focus on unique situations involving:

  • Withdrawal
  • Deceased clients
  • Subpoenas
  • Requests from third parties
Read More ↓

Dean R. Dietrich is a shareholder with Weld Riley, S.C. 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. He has served as Chair of the State Bar Committee on Professional Ethics and is a member of the American Bar Association’s Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Attorney Dietrich regularly publishes articles on ethics and professional responsibility. He is a graduate of Marquette University Law School.

Aviva Meridian Kaiser is Ethics Counsel at the State Bar of Wisconsin. Prior to joining the State Bar in 2013, she taught at the University of Wisconsin Law School for 25 years. She taught Professional Responsibilities, Ethical and Professional Considerations in Writing, Problem Solving, and Risk Management. From 1992 until 2002, she was the Director of the Legal Research and Writing Program. Aviva received her B.A. in Chinese from the University of Pittsburgh and her J.D. from the State University of New York at Buffalo Law School. She clerked for the Honorable Louis B. Garippo in People v. John Wayne Gacy and clerked for the Honorable Maurice Perlin in the Illinois Appellate Court. She practiced law in Chicago before beginning her full-time teaching career at IIT Chicago/Kent College of Law. Aviva is a member of the State Bar of Wisconsin, a Wisconsin Law Fellow, an American Bar Foundation Fellow, and a frequent speaker on matters of professional ethics.

Timothy J. Pierce has been Ethics Counsel for the State Bar of Wisconsin since 2004. He is a frequent speaker on matters of professional ethics and teaches Professional Responsibility at the University of Wisconsin Law School. Previously, Mr. Pierce was a Deputy Director at the Office of Lawyer Regulation, an Ethics Administrator for Milbank, Hadley, Tweed & McCloy, in New York, and an Assistant State Public Defender in Racine, Wisconsin. He received his undergraduate degree from the University of Wisconsin–Madison and his law degree from the University of Wisconsin Law School.

  • Review application of confidentiality rules in unique situations
  • Understand when exceptions to the rule might be triggered
  • Avoid making unauthorized disclosures
  • All lawyers
  • Paralegals

Book Sale – Save 20%

Wisconsin Ethics Opinions

Save 20% on Wisconsin Ethics Opinions.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Find the complete text of opinions issued by the State Bar’s Standing Committee on Professional Ethics since 1954.

Use discount code CA3153 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

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