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Basics of Confidentiality 2024

Product ID: CA3708W
Presented By: State Bar of Wisconsin PINNACLE

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

Confidence in confidentiality 

The duty to keep client information confidential is a cornerstone of the lawyer-client relationship. But lawyers often struggle with the extent of confidentiality owed to clients. Understand the scope of prohibited disclosures and recognize the exceptions and their limitations. Gain clarity on the distinction between confidentiality and attorney-client privilege and tips on handling information that is available from public sources.

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Pricing

Member $139.00

Non-Member $189.00

Credits

1.5 CLE, 1.5 EPR

Date and Time

Tuesday, November 12, 202412:00 PM - 1:15 PM CT

Add to Calendar 11/12/2024 12:00:00 PM 11/12/2024 1:15:00 PM America/Chicago Basics of Confidentiality 2024

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

Confidence in confidentiality 

The duty to keep client information confidential is a cornerstone of the lawyer-client relationship. But lawyers often struggle with the extent of confidentiality owed to clients. Understand the scope of prohibited disclosures and recognize the exceptions and their limitations. Gain clarity on the distinction between confidentiality and attorney-client privilege and tips on handling information that is available from public sources.

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

Confidence in confidentiality 

The duty to keep client information confidential is a cornerstone of the lawyer-client relationship. But lawyers often struggle with the extent of confidentiality owed to clients. Understand the scope of prohibited disclosures and recognize the exceptions and their limitations. Gain clarity on the distinction between confidentiality and attorney-client privilege and tips on handling information that is available from public sources.

Dean R. Dietrich, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 45 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation and consults with law firms and lawyers regarding compliance with the Rules of Professional Conduct. 

Mr. Dietrich has served as Chair of the State Bar Committee of 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 currently serves as Past President of the State Bar of Wisconsin. Mr. Dietrich is a member of the ABA’s Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. He is a graduate of Marquette University Law School. 

Sarah E. Peterson joined the State Bar of Wisconsin as Ethics Counsel in 2024. She received her undergraduate degree from the University of Wisconsin-Madison and her law degree from the University of Wisconsin Law School. Prior to joining the State Bar, Ms. Peterson was employed for more than 20 years as an investigator, and then lead investigator, at the Office of Lawyer Regulation. She is a member of the State Bar of Wisconsin and a liaison to the State Bar’s Committee on Professional Ethics. Ms. Peterson is a frequent speaker on professional ethics. 

Timothy J. Pierce has been Ethics Counsel for the State Bar of Wisconsin since 2004. He received his undergraduate degree from the University of Wisconsin-Madison and his law degree, cum laude, from the University of Wisconsin Law School. Mr. Pierce was previously a Deputy Director at the Office of Lawyer Regulation in Milwaukee and Madison. He has also been employed as the Ethics Administrator for Milbank, Hadley, Tweed & McCoy in New York, and as an Assistant State Public Defender in Racine. He is a member of the State Bar of Wisconsin. 

Mr. Pierce is a frequent speaker on matters of professional ethics and has given hundreds of CLE presentation to a wide variety of groups on professional responsibility law. He serves as a reporter for the State Bar’s Committee on Professional Ethics and writes the monthly “Ethical Dilemmas” column in the State Bar’s Wisconsin Lawyer magazine. Mr. Pierce has also taught Professional Responsibilities at the University of Wisconsin Law School since 2011 and currently serves as a Volunteer Subject Matter Expert for the MPRE.

  • Understand the scope of the duty of confidentiality to clients
  • Receive tips on responding to social media posts when confidentiality is in question 
  • All lawyers 
  • Paralegals
  • Legal administrators
  • Law office staff

Book Bonus!

Wisconsin Ethics Opinions
Save 15% on the 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 CA3708 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 12/31/25. 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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