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In-Person Event

You’re Responsible for That: Ethics of Supervision and Delegation


Total Credits: 3 CLE, 3 Ethics

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Categories:
Ethics
Faculty:
Patricia A Sallen |  Donald Wilson Jr Jr |  Tara Hughes
Location:
State Bar of Arizona, Daniel J. McAuliffe CLE Center - Phoenix, AZ

Dates


Description

Delegation is critical to an efficient law practice, but it carries significant ethical responsibilities. This program examines a lawyer’s duties when supervising and delegating work to associates, staff, and Arizona Legal Paraprofessionals (LPs). Through practical examples and rule-based guidance, attendees will learn how to ethically leverage their teams while avoiding common pitfalls.


This program will cover:

  • Lawyers’ non-delegable ethical duties under the Rules of Professional Conduct
  • Supervision standards for associates, staff, and Legal Paraprofessionals
  • The authorized scope of practice and limitations of LPs
  • Ethical considerations involving fees, client communications, confidentiality, and conflicts
  • Risk management strategies and consequences of inadequate supervision

Designed for lawyers in all practice settings, this CLE offers practical guidance for maintaining compliance while maximizing efficiency in today’s evolving legal environment.

Seminar Chair: 
Patricia Sallen, Ethics at Law PLLC*

Faculty:
Tara Hughes, LP, Spencer Fane LLP
Donald Wilson, Broening Oberg Woods & Wilson PC

*Also presenting

Faculty

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.


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.



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Location

State Bar of Arizona, Daniel J. McAuliffe CLE Center

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4201 N. 24th Street, Suite 100, Phoenix, AZ 85016 , United States
(602) 252-4804
www.azbar.org