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The Top 5 Issues to Consider When Making a Lateral Partner Move

SKU: COM4200
Law & Legal Proc.
1.5
Price$75
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Description

The implications of moving firms, especially when a large book of business is involved, are far reaching and can have serious consequences on the departing attorney and the related law firms if the attorney fails to time the departure correctly, take certain steps in the proper sequence, and/or does not understand or abide by their fiduciary or ethical obligations.

This CLE course will address the applicable state laws, ethical rules, and contractual obligations that must be followed in connection with a lateral partner move. It will also cover the top five areas that an attorney who is considering a move should be mindful of when preparing for and planning a move.

Key topics that will be covered include timing considerations in transitioning law firms; the relevant contractual obligations and related documents; the interview process; and attorney responsibilities relating to client matters, administrative tasks, and withdrawal. Participants will learn practical guidance to avoid common pitfalls and best practices for adhering to legal and ethical obligations. This is a must-see for any attorney who is considering a lateral move.

Lecturer Bio

Tina B. Solis, Esq,

Tina Solis advises businesses on issues involving trade secrets, unfair competition and complex commercial litigation in state and federal courts. She also counsels lawyers and law firms on professional responsibility issues. Tina regularly represents regulators in federal court litigation related to the failure of banks.

Tina is also leader of the firm’s Financial Institutions & Banking Disputes team, which represents institutions and individuals in a full range of civil litigation, enforcement matters, Financial Industry Regulatory Authority (FINRA) arbitrations, and compliance investigations on issues such as consumer protection, fair lending, anti-money laundering, and violations of fiduciary duties.

Tina has extensive experience across a wide array of complex and high profile business disputes such as contract actions, shareholder remedies, commercial fraud, unfair competition and mass torts. In addition, she brings to cases deep knowledge about e-discovery processes and issues.

She represents companies in the financial services markets in unfair competition matters, with a particular focus on misappropriation of trade secrets. I have litigated these disputes in state and federal courts throughout the country. She also counsels and defends employers on a wide range of other employment issues. During the course of her career, she has handled numerous cases in which emergency injunctive relief was requested.

Tina counsels lawyers and law firms in connection with fiduciary obligations, departure issues, partnership disputes and malpractice claims. She also regularly handle these matters through the use of alternative dispute resolution, since confidentially is of the utmost importance in these cases.

She routinely assists companies in the financial services market with professional liability, investigations and related litigation. In particular, She assists federal regulators as receivers of failed institutions in analyzing the roles that former bank officers, directors and their outside advisors may have played in bank failures. This involves conducting investigations, determining whether meritorious claims exist and assisting in all phases of litigation until those claims are resolved.

National Academy of Continuing Legal Education has been approved for accredited sponsor status by the Washington State Board of Mandatory Continuing Legal Education. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the WSBA. To view our full accreditation details, please click here.


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