This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
This course will provide a practical overview of how to draft clear, ethical, and enforceable fee agreements under the Pennsylvania Rules of Professional Conduct (Pa.R.P.C.). This session highlights common mistakes and offers tips for avoiding fee disputes and disciplinary complaints.
Key Topics:
- Required disclosures on scope, fees, and expenses (Rules 1.4, 1.5(b))
- Reasonable fees and documentation (Rule 1.5(a))
- Contingent fee agreements and required terms (Rule 1.5(c))
- Advance fees, retainers, and trust-account handling (Rule 1.15)
- Limited-scope representation (Rule 1.2(c))
- Referral fees and fee-splitting (Rule 1.5(e), Rule 5.4)
- Third-party payments (Rule 1.8(f))
- Refunds and proper disengagement (Rule 1.16(d))
Learning Objectives:
Participants will be able to:
- Draft compliant fee agreements for multiple fee structures.
- Apply trust-account rules when handling client funds.
- Avoid common ethical pitfalls in billing and client communication.
Co-sponsored by PBA's Legal Ethics and Professional Responsibility Committee
Recorded in December 2025.
Faculty
Hope A. Comisky, Esq.
Hope A. Comisky is a Member of Griesing Mazzeo Law and Chair of the Firm’s Employment and Ethics &Professional Responsibility practice groups. She also serves as General Counsel for the Firm, handling professional responsibility matters and risk management initiatives. Hope is a top-ranked employment attorney and an experienced arbiter with over thirty-five years of employment and litigation experience. She counsels clients on employment issues, provides training to managers and staff and offers strategic advice on employment litigation matters. Furthermore, Hope has extensive experience arbitrating and mediating employment and commercial disputes. She is also included on the American Arbitration Association’s National Roster of Arbitrators, CPR’s Panel of Distinguished Neutrals, and the U.S. District Court for the Eastern District of Pennsylvania’s Alternative Dispute Resolution Program. She is a Fellow of the College of Labor and Employment Lawyers and the current chair of its selection committee for the Third Circuit. Hope has more than a decade of experience providing professional responsibility advice to lawyers and law firms. Hope previously served as the lead professional responsibility attorney and then as General Counsel for a 450+ attorney firm for over a decade, where she chaired the Professional Responsibility Committee, providing real-time advice and educational programs to hundreds of attorneys on all aspects of the rules of professional conduct. Hope also provides ethics opinions to lawyers and law firms and conducted training for in-house lawyers. Hope has been regularly recognized by Best Lawyers in America and Super Lawyers for her work in employment law. Notably, she was named “Lawyer of the Year” by Best Lawyers for Labor and Employment and Employment Law – Management in Philadelphia. Hope was also chosen as a Philadelphia Business Journal Best of the Bar honoree for her work in employment litigation. Furthermore, she was recognized as a Labor and Employment Star by Benchmark Litigation. Hope is also a frequent lecturer and author on employment law and professional responsibility topics. Hope has served as an adjunct professor at the University of Pennsylvania Law School, teaching professional responsibility seminars. She has also spoken at the Northeast Regional Employment Law Institute for many years, lecturing on various topics including sexual harassment, defamation in the employment context and tort claims arising from employee terminations. In addition, she has published several articles for the ABA Journal of Labor & Employment Law. Before joining the Firm, Hope was a partner at three prominent law firms in Philadelphia, including serving as general counsel at one of her prior firms. Hope received her B.A. from Cornell University and J.D. from the University of Pennsylvania Law School. After law school, Hope was a law clerk for the Honorable Joseph L. McGlynn, Jr. of the U.S. District Court for the Eastern District of Pennsylvania.
Daniel J. Siegel, Esq.
Attorney Daniel J. Siegel is a nationally recognized authority on legal ethics, technology, data protection, cybersecurity, civil litigation, workers’ compensation, and law-practice workflow management. He is the principal of both the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC, where he addresses the complex legal, ethical, and operational issues that frequently challenge lawyers and law firms. Dan’s practice is multifaceted. He defends attorneys in disciplinary matters, provides professional responsibility and ethics counsel, and serves as appellate counsel in high-stakes matters. He also represents individuals in estate planning, workers’ compensation, and personal injury cases, bringing a deep understanding of both trial and appellate advocacy. A leader in techno-ethics, Dan advises solo, small, and mid-sized law firms on the ethical and practical implications of technology, including cybersecurity, data protection, and the responsible use of emerging tools such as artificial intelligence. He also helps firms and businesses improve efficiency through workflow optimization and paperless office systems. Dan is the author of 16 books, a legal columnist, and a frequent national speaker on ethics, technology, and law practice management. He served as Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility from 2019 to 2025 and as Co-Chair of the Pennsylvania Bar Association Technology Committee from 2023 to 2025. He is currently Past-Chair of the American Bar Association’s Law Practice Division. Widely respected for combining practical experience with deep subject-matter expertise, Dan is often called upon to address the most challenging issues facing lawyers today. He can be reached at [email protected].

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