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Duties to Former Clients 2025

Product ID: CA3871R9
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with the State Bar of Wisconsin Professional Ethics Committee 

Gone, but not forgotten 

Your ethical responsibilities don’t end when a representation does. Duties to Former Clients examines the ongoing obligations you have to former clients under SCR 20:1.9, including confidentiality and conflict considerations. You’ll also review how to determine whether new matters conflict with prior representations. 

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $149.00

Non-Member $199.00

Credits

1.5 CLE, 1.5 EPR

Date and Time

Friday, January 30, 202612:00 PM - 1:15 PM CT

Add to Calendar 1/30/2026 12:00:00 PM 1/30/2026 1:15:00 PM America/Chicago Duties to Former Clients 2025

Co-produced with the State Bar of Wisconsin Professional Ethics Committee 

Gone, but not forgotten 

Your ethical responsibilities don’t end when a representation does. Duties to Former Clients examines the ongoing obligations you have to former clients under SCR 20:1.9, including confidentiality and conflict considerations. You’ll also review how to determine whether new matters conflict with prior representations. 

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Co-produced with the State Bar of Wisconsin Professional Ethics Committee 

Gone, but not forgotten 

Your ethical responsibilities don’t end when a representation does. Duties to Former Clients examines the ongoing obligations you have to former clients under SCR 20:1.9, including confidentiality and conflict considerations. You’ll also review how to determine whether new matters conflict with prior representations. 

Sponsored By

Interested in sponsoring this program? Find out more.

Moderator:

Dean R. Dietrich is a shareholder with Weld Riley, S.C., and has represented clients in the areas of lawyer ethics and professional responsibility for more than 45 years. Dean has served 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 the Wisconsin Rules of Professional Conduct for Attorneys. He is also a Past President of the State Bar of Wisconsin.  

Panelists:

Sarah E. Peterson is Ethics Counsel for the State Bar of Wisconsin. Before joining the State Bar, Sarah was employed for more than 20 years at the Office of Lawyer Regulation, first as an investigator and later as lead investigator. She is a member of the State Bar of Wisconsin and a liaison to the State Bar’s Committee on Professional Ethics. A graduate of the University of Wisconsin Law School, Sarah is a frequent speaker on professional ethics. 

Timothy J. Pierce has been Ethics Counsel for the State Bar of Wisconsin since 2004. He was previously a Deputy Director at the Office of Lawyer Regulation in Milwaukee and Madison. Tim also worked as the Ethics Administrator for Milbank, Hadley, Tweed & McCoy in New York and as an Assistant State Public Defender in Racine. He has given hundreds of CLE presentations on professional responsibility and has taught at the University of Wisconsin Law School since 2011.

  • Learn how to assess conflicts involving former clients
  • Understand the limits on using or disclosing information from past representations
  • All lawyers
  • Paralegals
  • Legal administrators
  • Law office staff

Book Bonus!

Wisconsin Ethics Opinions
Save 15% on Wisconsin Ethics Opinions.* It’s your go-to source for the ethics opinions you can rely on to help you stay within the bounds of professional conduct as defined by the Wisconsin Supreme Court. Use discount code CA3871 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 through 12/31/26. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

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