Course ID: 21666 | Course Duration: 0 Days
 
Career Training
 

Legal Ethics for the Real Estate Attorney Training Class

Course ID: 21666
 
 
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Legal Ethics for the Real Estate Attorney Training Seminar

Maintain your spotless reputation as a highly ethical professional

Our dynamic legal briefing will provide you with a fantastic opportunity to discuss the most pressing ethical issues concerning attorneys in real estate practice. Don't risk inadvertently jeopardizing your license - gain simple practical tips for resolving tough ethical dilemmas and fulfilling your obligations as counsel. Register today!

  • Gain a refresher on how the rules of professional conduct apply to your everyday practice.
  • Know where ethical challenges exist and gain the skills you need to avoid them.
  • Learn when you must disclose and what information you are prohibited from sharing to third parties.
  • Maintain your ethical standards by carefully screening your clients to identify and avoid potential problems.
  • Learn what consequences you may face if you don't disclose property defects.
  • Refine your retainer agreements and ensure realistic client expectations to avoid problems down the road.
  • Know when to draw the line: end legal representation ethically and effectively.
  • Prevent allegations of fiscal mismanagement: learn how to manage and document security deposits and trust funds.
 
     
     
  Course Details  
     
     
  Agenda  
 
  1. LAWS AND OPINIONS GOVERNING REAL ESTATE LEGAL ETHICS
    8:45 - 9:00 and 1:00 - 1:15, Stephanie Eckerle
  2. ATTORNEY'S DUTIES
    9:00 - 9:45 and 1:15 - 2:00, Stephanie Eckerle
    1. Earnest Representation of Client
    2. Competence
    3. Good Faith in Real Estate Transactions
    4. Due Diligence
    5. Disclosure of Defects in Property - Your Obligations
    6. Special Responsibilities to Sellers and Borrowers
    7. Handling Others' Unethical Conduct - Duty to Report
    8. Confidentiality
    9. Additional Duties Imposed on Attorneys Acting as Title Agents
  3. OVERCOMING COMMON ETHICAL CHALLENGES
    10:00 - 11:15 and 2:15 - 3:30, Christopher York
    1. Avoiding and Settling Attorneys' Fee Disputes
    2. Determining Who Your Client Is
    3. Handling Conflicts of Interest
      1. Multiple and Joint Representation
      2. Unrepresented Persons
      3. Representing Clients with Competing Interests
      4. Guidelines for Resolving Conflicts of Interest
      5. Self Dealing
      6. Business Conflicts That are Not Legal Ethical Conflicts
    1. Escrow, Closing and Post-Closing Procedures
    2. Practice of Law Across Jurisdictions
    3. Dealing with Non-Attorneys
    4. Unauthorized Practice/Paraprofessionals
      1. Real Estate Brokers
      2. Title Insurance Agents
      3. Mortgage Brokers
    5. Maintaining Trust Accounts
    6. Attorneys' Opinion Letters
    7. Criminal Conduct and Fraud
  4. MANAGING ATTORNEY-CLIENT RELATIONSHIP - PROTECTING YOURSELF EVERY STEP OF THE WAY
    11:15 - 12:00 and 3:30 - 4:15, James J. Bell
    1. Effective and Ethical Screening of Clients
    2. Drafting Engagement Letters and Retainer Agreements
    3. Ensuring Reasonable Expectations
    4. Reporting Considerations
    5. Organization as Client
    6. Ending the Attorney-Client Relationship
  5. Q&A DISCUSSION
 
     
     
  Audience  
 

This basic-to-intermediate level seminar will provide real estate attorneys with answers to ethical issues related specifically to their area of practice.

 
     
     
 
On-Site Training Bring this Legal Ethics for the Real Estate Attorney training class in-house at your facility. Request More Information Request More Information On Legal Ethics for the Real Estate Attorney
 
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  Legal Ethics for the Real Estate Attorney Training Course Dates and Locations  
     
  Course ID: 21666 | Course Duration: 0 Days  
     
  Locations:  
     
   
     
 
Career Training
 
     
 
On-Site Training Bring this Legal Ethics for the Real Estate Attorney training class in-house at your facility. Request More Information Request More Information On Legal Ethics for the Real Estate Attorney
 
Career Training
 
 
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