(Live Webcast/In-Person) Working with Co-Counsel: Solos and Small Firms

Thursday, April 7, 2022 | 2:00 pm – 4:00 pm

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• Attorneys frequently require the assistance of co-counsel for matters outside of their practice area(s) or jurisdiction(s). For sole practitioners and small firm lawyers, this commonly requires working with co-counsel outside of their firms, which presents issues not faced by lawyers working within a large firm. This program will explore the practical and ethical considerations for solos and small firm lawyers in these situations. Attendees will receive guidance on of specific issues in this context, including competence, the unauthorized practice of law, scope of representation, fee arrangements, communication and confidentiality. Each segment will be supplemented with an illustrative hypothetical.

  Program Fee:
  $149 For  Members | $249 For Nonmember
  $79 For Small Law Firm Members

• Joam Alisme
  Alisme Law LLC

  Steven J. Fink
  Law Office of Steven J. Fink PLLC

  Cassandra Porsch
  Scarola Zubatov Schaffzin PLLC

• 2:00 – 2:05 p.m.   
  The Need for Co-Counsel

  • Matters outside of practice area(s)
  • Jurisdictional requirements/restrictions

  2:05 – 2:20 p.m.
  Large Firms vs. Solos/Small Firms

  • Implications of working with Co-Counsel “outside” of your firm

   

  2:20 pm – 2:35 pm
  Competence
  
  • Hypothetical 1
  • Rule 1.1(b)[1]

  2:35 pm – 2:55 pm
  Unauthorized Practice of Law

  • Hypothetical 2
  • Rule 5.5

  •  Out-of-state lawyers

  2:55  pm – 3:05 pm
  Break

  3:05  pm – 3:35 pm
  Scope of Representation and Fee Arrangement
  
  • Hypothetical 3

  • Rule 1.2(c)

  • Hypothetical 4

  •  Rule 1.5(b)
  •  Rule 1.5(g)

  • Division of fees
  • Of Counsel relationships (Rule 7.5(a)(4))

  •  Imputation of conflicts

  • Engagement letters

  3:35 pm – 3:50 pm
  Communication and Confidentiality
  
  • Hypothetical 5
  • Rule 1.4
  • Rule 1.6

  ¹Rule references are to the New York Rules of Professional Conduct

• New York: 2.0 Ethics
  New Jersey: 2.0 Professional Responsibility
  California: 2.0 Professional Responsibility
  Pennsylvania: 1.5 Professional Responsibility

• This program is sponsored by:

  

  Sponsoring Association Committee:
  Professional Ethics, Tyler Maulsby, Chair
  Small Law Firm,  Anne Wolfson, Chair

  Sponsorship Opportunities are Available! Please Contact:
  Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org