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Candor, Courtesy & Confidences: Common Courtroom Conundrums


Total Credits: 3 CLE, 3 Ethics

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Categories:
Ethics
Faculty:
Lisa A VandenBerg |  Stacy L Shuman |  Donald Wilson Jr Jr |  Patricia A Sallen |  Amy Michelle Kalman
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Expires 180 day(s) after program date.

Dates


Description

The panel, which includes Bar Counsel, Respondent’s counsel, and members of the judiciary, will discuss ethical issues relating to candor, courtesy, and confidences. The panel will explore relevant ethical rules, recent disciplinary cases, and share its observations regarding this timely subject.

Chair:
Pat Sallen, Ethics at Law PLLC

Faculty:
Hon. Amy Kalman, Maricopa County Superior Court
Hon. Lisa A. VandenBerg, Arizona Supreme Court, Office of the Presiding Disciplinary Judge
Stacy L. Shuman, Bar Counsel, State Bar of Arizona
Don Wilson Jr., Broening Oberg Woods & Wilson PC

 

Faculty

Lisa A VandenBerg Related Seminars and Products

Judge

Maricopa County Superior Court


Honorable Lisa A. VandenBerg is the Presiding Disciplinary Judge for the Arizona Supreme Court – presiding over formal attorney discipline, disability, and reinstatement proceedings. Prior to the Arizona Supreme Court, Judge VandenBerg retired after 20 years from the Arizona State Superior Court of Maricopa County, as the Associate Presiding Judge of the Probate/Mental Health Department. During her tenure, she served as Associate Presiding Judge of Family Court and Presiding Commissioner of Probate - presiding over Criminal, Juvenile, Family, Probate and Lower Court and Administrative Appeal matters. She also handled numerous therapeutic courts including the Co-Occurring Rehabilitation Court which assisted probationers with SMI designation navigate their Criminal Court Probation terms with mental health resources.


Stacy L Shuman Related Seminars and Products

Staff Bar Counsel

State Bar of Arizona


STACY L. SHUMAN is Staff Bar Counsel at the State Bar of Arizona. In addition to working in the Attorney/Consumer Assistance Program, which handles all incoming inquiries and consumer complaints about Arizona attorneys, Ms. Shuman investigates and prosecutes formal ethics complaints against attorneys, as needed. Ms. Shuman received a B.A. in 1987 from Saint Mary’s College and a J.D. in 1990 from Indiana University at Bloomington. After law school, Ms. Shuman joined an AV-rated, commercial firm in Indianapolis, Indiana. In 1998, Ms. Shuman relocated to Phoenix and later joined the Child and Family Protection Division of the Arizona Attorney General’s Office, where she remained for eleven years before joining the State Bar in 2011.


Donald Wilson Jr Jr Related Seminars and Products

Shareholder

Broening Oberg Woods & Wilson PC


Jr. is a senior member in and general counsel to the law firm of Broening Oberg Woods & Wilson, P.C. Mr. Wilson is an experienced litigator, with substantial trial experience. He concentrates his practice on the defense of attorneys in malpractice and disciplinary matters. Mr. Wilson served as a Judge Pro Tem on the Maricopa County Superior Court bench for over twenty years, and is a past president of the Arizona Association of Defense Counsel. He is also a member of the International Association of Defense Counsel and is certified in legal malpractice by the American Board of Professional Liability Attorneys. Mr. Wilson was selected by his peers as a Best Lawyer in legal malpractice in 2011-2019 and has been named Lawyer of the Year for legal malpractice defense by Best Lawyers in 2014, 2016, 2017, 2019 and 2020. He has also been nominated as a Southwest Superlawyer in legal malpractice for multiple years, from 2019 to the present. Mr. Wilson was featured as a Top Lawyer by Phoenix Magazine in its September 2023 edition. Mr. Wilson is a Sun Devil, having completed his undergraduate education and obtained his law degree at Arizona State University. In his leisure time, Mr. Wilson enjoys the company of his incredible wife, Mary, and is an avid reader and archery hunter. Mr. Wilson can be reached at dwj@bowwlaw.com.


Patricia A Sallen Related Seminars and Products


Patricia A. Sallen (480-290-4841; psallen@ethicsatlaw.com) is a lawyer in private practice focusing on professional responsibility. She represents lawyers in discipline and admission matters, provides ethics advice to lawyers, serves as an expert witness on professional-responsibility issues, and consults on a myriad of other ethics-related topics. She regularly presents at CLE seminars and publishes articles about professional responsibility and writes the Eye on Ethics column for Arizona Attorney magazine. She taught professional responsibility as an adjunct professor at the Arizona State University Sandra Day O'Connor College of Law for more than a decade. In addition to practicing in private law firms, she spent more than 15 years working for the State Bar of Arizona as both a bar counsel and ethics counsel and supervised programs such as the Fee Arbitration Program and Client Protection Fund. She served as expert consultant to the Arizona Supreme Court's 2014-15 comprehensive ethical rules review effort and to the Court’s 2019-20 Task Force on the Delivery of Legal Services, which resulted in the groundbreaking rule changes allowing non-lawyer firm ownership and legal paraprofessionals and also served the Supreme Court’s Task Force on Ethics Rules Governing the State Attorney General, County Attorneys, and Other Public Lawyers. She current serves on the State Bar’s Ethics Advisory Group and the city of Phoenix Ethics Commission, which oversees the investigation and enforcement of the gift policy and conflicts of interest related to elected Phoenix officials and board and commission members.


Amy Michelle Kalman Related Seminars and Products


Honorable Amy Kalman graduated from Western Washington University and Duke University Law School. After graduating, she relocated to Phoenix and worked for the Maricopa County Public Defender's Office for eleven years in felony trials and for the last five years, in capital defense. She was a member of the Arizona Supreme Court's Criminal Rules Task Force and Fair Justice Task Force Subcommittee on Restoration of Rights and Set-Asides, and the State Bar's Criminal Practices and Procedures Committee. In June 2018, Amy was appointed a Commissioner of the Maricopa County Superior Court in the Probate/Mental Health division. She handled Title 36 matters at the Desert Vista Behavioral Hospital, as well as a Probate calendar involving a combination of wills, trusts and estates, as well as protective procedures for minors and incapacitated adults. Then she rotated to a specialty criminal calendar for nine months, handling competency proceedings and drug, DUI, and mental health probation calendars. In March 2023 she was appointed as Judge and moved to the family department. In her free time, she nerds out on science fiction, cooking shows, and obstacle races.


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