Ethical Considerations for Employee Benefits Lawyers: Pandemic Edition

Level: Intermediate
Runtime: 96 minutes
Recorded Date: December 17, 2020
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  • 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


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


Matthew Calloway

Senior Counsel
Wells Fargo & Co.

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

Jason P. Lacey

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.”

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