Cassidy Chivers guides attorneys through California’s newly enacted Rule 8.3, explaining the intricacies of reporting attorney misconduct. Participants will explore mandatory and permissive reporting requirements, exceptions for privileged information, and proper procedures. Gain the confidence to navigate these obligations while upholding ethical standards and protecting client confidentiality.
On-Demand
1 CLE Credit
Obligations: Navigating New
Cassidy Chivers guides attorneys through California's newly enacted Rule 8.3, explaining the intricacies of reporting attorney misconduct. Participants will explore mandatory and permissive reporting requirements, exceptions for privileged information, and proper procedures. Gain the confidence to navigate these obligations while upholding ethical standards and protecting client confidentiality.
On-Demand - 1 CLE Credit
Obligations: Navigating New
Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: Ethics (See State Credit Info below)
- Topic: Ethics | Professionalism
Details
- Price: $39
- Presenter: Cassidy Chivers
State Accreditation
Credit available for California only.
Meet Cassidy
Meet Cassidy
Shareholder, Barron & Newburger, P.C.
Cassidy Chivers counsels lawyers and law firms on ethics and risk management, with over 20 years of experience defending them in civil and disciplinary matters. As co-leader of the Attorneys Risk Management program, she provides ethics advice to firms nationwide and serves as outside general counsel for several California law firms, advising on ethics, regulatory issues, and law practice management. Recently appointed to the State Bar of California’s Committee on Professional Responsibility and Conduct (COPRAC), Cassidy is also a Certified Specialist in Legal Malpractice Law and a frequent speaker on risk management and ethics topics.
Education
- California State University, B.A.
- University of San Francisco Law School, J.D.
Education
- California State University, B.A.
- University of San Francisco Law School, J.D.
Organization
- Barron & Newburger, P.C.
- Milwaukee, Wisconsin
- www.bn-lawyers.com
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Learning Objectives
- Mandatory Reporting Requirements Overview
- Permissive Reporting Guidelines
- Identifying Reportable Misconduct
- Exceptions for Privileged Information
- Understanding Rule 8.3 Scope
- Reporting Procedures and Protocols
- Ethical Standards in Reporting
- Navigating Client Confidentiality Boundaries
By the end of this session, participants will possess a comprehensive understanding of their ethical obligations under California’s Rule 8.3, including when to report attorney misconduct, how to handle privileged information, and the distinctions between mandatory and permissive reporting. They will also gain practical strategies for navigating complex reporting procedures.
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