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Remote Practice: Competency, Confidentiality, and the Unauthorized Practice of Law 2023

Product ID: CA3475R3
Presented By: State Bar of Wisconsin PINNACLE

Remote possibilities

The COVID-19 pandemic ushered in a sea change in the way we work - working from home and hybrid work have become the rule, not the exception. Though the place where you practice law might have changed, your ethical responsibilities haven’t. Still, adhering to ethical duties can be challenging in a world that’s increasingly driven by technology. Remote work means that lawyers, clients, partners, and staff have fewer personal interactions. And supervisory oversight of staff can be especially trying when everyone is working in different locations.

Be ready to face the unique ethical challenges that offsite work throws your way with help from Remote Practice: Competency, Confidentiality, and the Unauthorized Practice of Law. State Bar of Wisconsin Ethics Counsels Aviva Meridian Kaiser and Timothy J. Pierce will offer guidance on:

  • Developing a remote work environment that facilitates compliance with ethics rules
  • Steps you should take if confidential client information is disclosed inadvertently or without authorization
  • Safeguards you can implement to mitigate risks while working remotely
  • What the Supreme Court Rules say about technological know-how
  • Remote practice from jurisdictions outside of Wisconsin
Read More ↓

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Select a Format

OnDemand seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 CLE, 1 EPR

Date and Time

Thursday, March 30, 202312:00 PM - 1:00 PM CT

Add to Calendar 3/30/2023 12:00:00 PM 3/30/2023 1:00:00 PM America/Chicago Remote Practice: Competency, Confidentiality, and the Unauthorized Practice of Law 2023

Remote possibilities

The COVID-19 pandemic ushered in a sea change in the way we work - working from home and hybrid work have become the rule, not the exception. Though the place where you practice law might have changed, your ethical responsibilities haven’t. Still, adhering to ethical duties can be challenging in a world that’s increasingly driven by technology. Remote work means that lawyers, clients, partners, and staff have fewer personal interactions. And supervisory oversight of staff can be especially trying when everyone is working in different locations.

Be ready to face the unique ethical challenges that offsite work throws your way with help from Remote Practice: Competency, Confidentiality, and the Unauthorized Practice of Law. State Bar of Wisconsin Ethics Counsels Aviva Meridian Kaiser and Timothy J. Pierce will offer guidance on:

  • Developing a remote work environment that facilitates compliance with ethics rules
  • Steps you should take if confidential client information is disclosed inadvertently or without authorization
  • Safeguards you can implement to mitigate risks while working remotely
  • What the Supreme Court Rules say about technological know-how
  • Remote practice from jurisdictions outside of Wisconsin
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Remote possibilities

The COVID-19 pandemic ushered in a sea change in the way we work - working from home and hybrid work have become the rule, not the exception. Though the place where you practice law might have changed, your ethical responsibilities haven’t. Still, adhering to ethical duties can be challenging in a world that’s increasingly driven by technology. Remote work means that lawyers, clients, partners, and staff have fewer personal interactions. And supervisory oversight of staff can be especially trying when everyone is working in different locations.

Be ready to face the unique ethical challenges that offsite work throws your way with help from Remote Practice: Competency, Confidentiality, and the Unauthorized Practice of Law. State Bar of Wisconsin Ethics Counsels Aviva Meridian Kaiser and Timothy J. Pierce will offer guidance on:

  • Developing a remote work environment that facilitates compliance with ethics rules
  • Steps you should take if confidential client information is disclosed inadvertently or without authorization
  • Safeguards you can implement to mitigate risks while working remotely
  • What the Supreme Court Rules say about technological know-how
  • Remote practice from jurisdictions outside of Wisconsin
Read More ↓

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 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 & McCloy, in New York, and as an Assistant State Public Defender in Racine.

Tim is a member of the State Bar of Wisconsin. He is a frequent speaker on matters of professional ethics and has given hundreds of CLE presentations to a wide variety of groups on professional responsibility law. He serves as reporter for the State Bar’s Committee on Professional Ethics and writes the monthly “Ethical Dilemmas” column for the State Bar of Wisconsin. He 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 basic technological skills required by the duty of competence
  • Prevent unauthorized access to confidential client information
  • Avoid unauthorized practice of law while working remotely in other jurisdictions
  • Ensure that other attorneys and staff you supervise are complying with ethics rules
  • Lawyers practicing remotely
  • Lawyers who supervise other lawyers or staff
  • Legal support staff
  • General practitioners
  • All lawyers
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