On-Demand Video
CC

Ethics of Attorney Marketing and Solicitation 2024


  • City:
  • Start Date:2024-07-30 01:00:00
  • End Date:
  • Length:
  • Level:Basic
  • Topics:Ethics

$79.00 ProPass

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Credit States Status Credits Earn credit until

This program is eligible for 1 hour of CLE ethics credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE ethics credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

This succinct program will identify the Pennsylvania and ABA model rules on the ethical limitations and variations on types of lawyer marketing, as well as discuss the successful implementation of ethical marketing strategies.

Utilize the expertise of a professional responsibility professor at the University of Pennsylvania Law School, and two past presidents of the Pennsylvania Bar Association. This triad has the power to demystify the ethics of marketing and solicitation.

By the End, You Will Have:

  • clear understanding of Pennsylvania and ABA model rules for ethical lawyer marketing.
  • detailed look at the variations and ethical limits in attorney solicitation.
  • Effective, actionable strategies for ethical and successful marketing practices.


Recorded in July 2024.

Faculty

Sara A. Austin, Esq.

Ms. Austin is a partner with Austin Law Firm LLC in York. She has served as a president of the York County Bar Association, Pennsylvania Bar Association, Pennsylvania Bar Institute, and Middle District Bankruptcy Bar Association, and is a member of the York County, Pennsylvania, and American Bar Associations. She is also a past chair of the Pennsylvania Bar Association’s Solo & Small Firm Section. Ms. Austin currently serves on the Pennsylvania Bar Foundation Board of Directors. Before entering private practice, Ms. Austin served as a law clerk to the Honorable Ross W. Krumm, U.S. Bankruptcy Judge for the Western District of Virginia. She received her J.D. from the Marshall-Wythe School of Law (College of William & Mary) and her B.A. from the University of Virginia. Ms. Austin also was named as a 2009 – 2023 Super Lawyer for employment and labor law in Super Lawyers Magazine. Ms. Austin is a past chair of the Central PA Regional Council for the Community Association Institute’s Keystone Chapter.

Deborah A. Winokur, Esq.

Ms. Winokur is Professional Responsibility Counsel at Cozen O’Connor.  She advises clients on risk management, ethics, and professional responsibility issues arising within their law firms and practices. Deborah also works with stakeholders within the firm to advise on ethical aspects of pending matters and to assure adherence to ethical standards and compliance with firm policies. In addition, she advises firm management on lateral recruitment and integration. Deborah handles pro bono representations, including representing clients through the Support Center for Child Advocates, Defender Association of Philadelphia, Campaign for Working Families Tax Clinic, Volunteers for the Indigent Program and Homeless Advocacy Project. She is a lecturer in law and teaches a course in Professional Responsibility and Ethics at the University of Pennsylvania Carey Law School. Deborah earned her bachelor’s degree, cum laude, from the University of Pennsylvania and her law degree from Columbia University School of Law. She is Co-chair of the Professional Responsibility Committee of the Philadelphia Bar Association and serves on the Philadelphia Bar Association Professional Guidance Committee. She also serves on the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility, Pennsylvania Bar Association Professional Liability Committee, and the Pennsylvania Bar Association Civility in the Professional Committee.

Thomas G. Wilkinson Jr., Esq.

Mr. Wilkinson is a member of Cozen O’Connor in its Philadelphia office, where he concentrates his practice in commercial and appellate litigation in federal and state courts and in lawyer professional responsibility and liability matters. He is also a leader of the firm’s Legal Profession Services practice group. He is a past President of the Pennsylvania Bar Association (PBA) and Pennsylvania Bar Institute (PBI). He is a former PBA Zone Governor, a member of the PBA House of Delegates, and is active in various other PBA and Philadelphia Bar Association committees and sections. Mr. Wilkinson is a past Chair of the PBA Legal Ethics and Professional Responsibility Committee, and is a past Chair of the Civil Litigation Section. He is a Co-Chair of the PBA Civility in the Profession Committee. Mr. Wilkinson is the co-editor of the Pennsylvania Ethics Handbook (5th ed. 2017-PBI Press) and has for many years edited ethics opinion summaries for publication in The Pennsylvania Lawyer. He was a Lecturer in Law on professional responsibility at Villanova Law School and has written and presented extensively on various civil litigation and professional responsibility topics. He is a member of the Board of Governors of the American Bar Association (ABA) and previously served as the Pennsylvania State Delegate to the ABA House of Delegates. He is active in the ABA Section of Litigation and its Ethics and Professionalism Committee. He has served as a member and Board liaison to the ABA Standing Committee on Professionalism, and the Profession, Public Service and Diversity Committee. He is a member of the Association of Professional Responsibility Lawyers (APRL). He also has served in various leadership capacities with the Villanova Law J. Willard O’Brien American Inn of Court. He is frequently retained as counsel to lawyers and law firms on risk management and disciplinary matters and as an expert witness in lawyer professional liability actions. He is a contributing author for the book entitled The Supreme Court of Pennsylvania: Life and Law in the Commonwealth 1684-2017. Mr. Wilkinson is admitted to the U.S. Supreme Court, and various other federal courts. He received his law degree from Villanova University School of Law where he was managing editor of the Law Review, and thereafter served as a law clerk in the U.S. District for the Eastern District of Pennsylvania.


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