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Legal Ethics: Lawyer and Client Relationship

SKU: EPR053
Ethics Credits
1.1
Price$50
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Description

This CLE presentation addresses the contours of what constitutes the unauthorized practice of law (UPL) starting with an introduction based on an article I had written that chronicled LegalZoom’s travails as it encountered and overcame a series of UPL challenges from various jurisdictions into which it entered during its expansion into a nationwide provider of legal services focused on individuals and small businesses.

It then describes and applies through various hypothetical and actual cases ABA Model Rule 5.5 which addresses what constitutes UPL and has been adopted in whole or with limited modifications throughout the United States.

This class is focused on familiarizing attorneys in private practice performing transactional work and/or telecommuting from a state or states outside where they are admitted to practice on how to avoid unintentionally committing UPL violations.

Lecturer Bio

Melvin A. Goldberg, Esq.

Attorney Melvin Goldberg is a Washington State Attorney and Certified Public Accountant currently works as an internal auditor at Snohomish County PUD, an electric power and water provider for the county north of Seattle Washington serving over 360,000 customers with a focus on enterprise risk management, business intelligence and data analytics.

He holds a law degree from The Ohio State University Moritz College of Law and masters and bachelors degrees in accounting from California State University, Sacramento and the University of Washington in Seattle.

His career experience includes almost a decade as a financial analyst with a Fortune 500 investor owned utility headquartered in Central Ohio, most recently responsible for oversight of division level SOX compliance, over a decade in private law practice, primarily in transactional corporate, tax and estate planning, and as a college level accounting and business law instructor at CSU Sacramento, Western Washington University, and The Ohio State University Fisher College of Business.

In his spare time, he enjoys travel, reading, attending a variety of live music concerts, and staying current on financial performance technology.

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