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Blurring the Lines: The Advent and Ethics of Multidisciplinary Practice

Level: Advanced
Runtime: 62 minutes
Recorded Date: April 21, 2018
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4:00 pm - 5:00 pm
  • Ethical Considerations
  • Prohibition of MDPs in the U.S.
  • ABA Model Rule 5.4 (Professional Independence of a Lawyer)
  • ABA Model Rule 5.5 (Unauthorized Practice of Law)
  • The Kutak Commission
  • Commission on Multidisciplinary Practice
  • 2009 Ethics 20/20 Commission
  • ABA Model Rule 1.6 (Confidentiality)
  • ABA Model Rule 7.2 (Prohibition on advertising)
  • ABA Model Rule 1.5 (Protections of clients with respect to fees)
  • Sampling of Jurisdictions that allow MDPs
  • Conflict Issues
Runtime: 1 hour
Recorded: April 21, 2018


This panel will dive into the ethics of Multidisciplinary practice and how it can blur the lines.

This program was recorded on April 21st, 2018.

Provided By

American Bankruptcy Institute
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Ian G. Williams

RSM Restructuring

Ian G. Williams is a director with RSM Restructuring in London and specializes in restructuring.

He was previously with Baker Tilly Restructuring & Recovery LLP in London, where he focused on leading and expanding the firm’s offerings to international clients. Mr. Williams has been admitted pro hac vice to the Bars of New Jersey, New York and Florida. He is a former ABI Vice President- International Affairs and represents ABI on the board of INSOL International. In addition, he has contributed to various standard texts and journals in the U.K. and the U.S.

Mr. Williams has advised directors of companies in financial difficulties, primarily with regard to wrongful trading, misfeasance actions and director disqualification (including guiding them through such key issues as whether they should continue to trade and what steps should be taken), as well as a broad range of clients dealing with parties in financial difficulties or in formal insolvency.

Mr. Williams is a former partner with SGH Martineau LLP in London and was head of the business recovery and insolvency group at a major regional law firm in Nottingham, England. He also has litigation experience in the Channel Islands, Irish Republic, the Isle of Man and Gibraltar.

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Dr. Annerose Tashiro

Partner & Head of International Business Recovery
Shultze & Braun GmbH

Dr. Annerose Tashiro is head of Schultze & Braun GmbH’s Cross-Border Restructurings and Insolvencies Group in Achern, Germany, and advises in corporate recovery situations. She has acted domestically and internationally for many companies involved in debt restructuring and turnarounds, as well as for officeholders on several high-profile German insolvencies. She also assists financial and trade creditors in international insolvency proceedings and restructuring scenarios.

Dr. Tashiro’s recent reorganization mandates include advice for officeholders of a refinery group, a gas pipeline project company and renewable energy companies, and advice to an international banking consortium regarding a construction PPP, financial creditors in bank insolvencies, restructuring of a machinery company and investor consulting for supported MBO and for the purchase of a software company. She also has significant experience in representing officeholders in international fraud insolvency cases, and German banks frequently ask for her help when creating and pursuing collateral on foreign assets.

Dr. Tashiro served as the joint chief editor of turnaround magazine Eurofenix and is a board member of IWIRC, as well as a member of INSOL. She is also ABI’s Vice President-International Affairs. Dr. Tashiro is also a frequent speaker and lecturer on insolvency law.

She received her Ph.D. from the University of D?sseldorf and Keio University in Tokyo.

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James Horgan, CTP, CPA

PricewaterhouseCooper LLP

James Horgan, CTP, CPA is a director at PricewaterhouseCoopers in New York, where he provides accounting and financial management services to companies undergoing significant transition in turn-around, restructuring and sale transactions. He advises on accounting and reporting for restructurings and fresh-start and purchase accounting, as well as financial advisory services in distressed situations, including liquidity analyses, collateral assessments, distressed valuations and forensic accounting.

He holds accounting and valuation certifications from the AIRA, and he was an adjunct finance professor at Montclair State University and a teaching assistant in the Department of Economics at Harvard University.

Mr. Horgan received his B.S. from Montclair State University and his M.B.A. from Rutgers Graduate School of Management.

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