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Self-Study Audio Download

Ethics & Money: How to Have Both

Total Credits: 3.25 CLE, 3.25 Ethics

Average Rating:
   17
Categories:
Ethics |  Legal Paraprofessional Resources
Original Program Date:
Dec 02, 2025
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Description

Can you make money and stay ethical?  Absolutely.  
 
Understand how you can get paid ethically and effectively while maintaining professionalism and client trust.  Learn the rules governing fee agreements—including required terms, prohibited provisions, and special rules for specific types of fee agreements including for contingency, flat, and limited-scope arrangements. 
 
The course also covers practical tips on how to actually get paid, including client management basics, resolving fee disputes through arbitration and considerations surrounding initiating litigation against a former client. 

This CLE will cover the essentials and provide tips to improve your ability to get paid ethically. 

Chairperson
Meredith Vivona, Ethics Counsel, State Bar of Arizona*

Faculty
Mariam Ferguson, Mesch Clark Rothschild
Renee Gerstman, Gerstman Law
Pat Sallen, Ethics at Law PLLC

* Also serving as a panelist.

Handouts

Ethics and Money Manual (9.2 MB) 176 Pages Available after Purchase

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 17

Comments

Francisco L

"Good practical information and advice, not just hypotheticals "

James R

"I thought some of the commentary was generally unhelpful towards actually recommending language for client services agreements and displayed no appreciation for how common it is for clients to take advantage of attorneys. We are stuck between an obligation to not harm the client's position in a case and a duty to our firm after a client simply stops paying their invoices. There was almost no discussion of how to handle clients who won't pay, in the middle of a representation. "

David M

"Relevant. Succinct"

William C

"Great summary and refresher"

Stephen P

"Presenters are deeply informed citing numerous practical hints."

A David B

"The panelists were thorough and knowledgable. "

Alexandria H

"The course was great, I just would have like a little more focus on collecting fees and the ethical issues that may arise around withdrawing when a client's not paying, or when a third party stops paying on behalf of a client. From the title and handout it seemed like there would be a little more focus on practical tips. "

David S

"It was a nice refresher on fee agreements."

Melvin C

"comprensive"

Donald A

"Because it was good."
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