Attention:
Card image cap

Ethical Considerations for Employee Benefits Lawyers: Pandemic Edition


Level: Intermediate
Runtime: 96 minutes
Recorded Date: December 17, 2020
Click here to share this program
Printer-Friendly Version
Closed Caption

$115

Add to Cart

Agenda

  • Keeping track of Deadlines - Rules 1.1 and 1.3
  • Returning Phone Calls - Rules 1.1 and 1.4
  • Do NOT Borrow from the Trust Accounts - Rule 1.15
  • No Lying - Rule 4.1
Runtime: 1 hour, 36 minutes
Recorded: December 17, 2020
For NY - Difficulty Level: Both newly admitted and experienced attorneys

Description

This session will review key ethical considerations for employee benefit lawyers in light of the challenges brought about by the pandemic, such as remote work and multijurisdictional practice.

This session will also address ethical issues related to fiduciary activities in connection with benefit programs, as well as other recent ethics cases and opinions. Join us for a lively and interactive discussion with illustrations based on real-world scenarios related to ERISA practice.

This program was recorded on December 17th, 2020.

Provided By

American Bar Association
Card image cap

Panelists

Card image cap

Matthew Calloway

Senior Counsel
Wells Fargo & Co.

Matthew Calloway is a Senior Counsel at Wells Fargo & Co.

Card image cap

Jason P. Lacey

Partner
Foulston Siefkin LLP

Jason Lacey practices primarily in the areas of income taxation, ERISA, employee benefits, and executive compensation. He assists both taxable and tax-exempt employers with a wide variety of employee benefit and executive compensation issues, including design and administration of welfare benefit plans and qualified and nonqualified pension, retirement savings, and deferred compensation plans. He also represents clients with respect to the tax and business aspects of entity formation, tax-advantaged exchanges and reorganizations, and tax controversies, and has significant practice experience in the areas of estate administration, estate and gift taxation, and the federal tax aspects of municipal finance transactions.

Jason has been selected by his peers for inclusion in The Best Lawyers in America©, the Missouri & Kansas Super Lawyers® Rising Star list, and Chambers USA as a leading business attorney in the United States. He was recognized by Best Lawyers® as the 2014, 2017, and 2020 Wichita Employee Benefits (ERISA) “Lawyer of the Year.”

CLE CREDITS

Card image cap

Similar Courses

Card image cap
60 minutes
8 Reasons Movie-Lawyers Would be Disciplined
Attorneys in film are constantly violating the ethics rules. Of course, the public probably doesn’t realize it, but us lawyers need to make sure that we don’t repeat these sometimes ridiculous gaffes. Join the CLE Performer, Stuart Teicher, Esq., as he explains the sometimes obvious and sometimes subtle ethics violations committed by lawyers in movies and on TV.

Stuart Teicher

$75

Add to Cart

26 Credit States

More Details
Card image cap
58 minutes
ABC Panel: Ethical Pitfalls in Technology, Fee Applications and Practicing in Court
This panel of ABC-certified judges will discuss the applicable rules of professional conduct and other authority implicated in electronic filing, the use of email, “phishing” scams and hacking, and technology issues raised by today’s pandemic practice.

American Bankruptcy Institute

$75

Add to Cart

12 Credit States

More Details
Card image cap
62 minutes
AI & Privacy Risks: Building a Framework to Balance Innovation & Protection
As AI continues to revolutionize various aspects of our lives, concerns about data privacy, security, and ethical implications have become increasingly prevalent. Join this session as we explore the inherent risks and threats that arise when AI interacts with personal data, the type of frameworks that can be introduced to protect your organization, and the ethical conundrums that arise from AI.

General Counsel Conference

$75

Add to Cart

14 Credit States

More Details
Card image cap
60 minutes
Airplane Etiquette and Attorney Ethics
In this program we’re going to talk about Stuart’s Rules for Proper Airplane Etiquette. And what are rules of etiquette? They are rules of behavior. Well, look at that…it just so happens that the ethics rules are also rules of behavior. So let’s talk about how we should behave on a plane, and compare that to how we should behave in the practice.

Stuart Teicher

$75

Add to Cart

13 Credit States

More Details
Previous Next