Practicing Across State Lines: Remote Work, Firm Footprints, and Avoiding Unauthorized Practice

Amy E. Richardson
Amy E. Richardson | Maynard Nexsen PC

Amy E. Richardson is a Shareholder in Maynard Nexsen PC’s Litigation and Government Investigations & White-Collar Defense practice groups, practicing from the firm’s Raleigh, North Carolina and Washington, D.C. offices. Her work centers on legal ethics and professional responsibility, white-collar defense, and complex commercial litigation. She counsels and represents lawyers and law firms in disciplinary investigations, prosecutions, malpractice matters, and high-stakes arbitration, and guides legal-industry clients through shareholder admissions and departures and law firm dissolutions.

Live Video-Broadcast: August 12, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

The Rule 5.5 you trained under may not survive the decade

Remote and hybrid practice are now permanent. Firms increasingly expect attorneys to handle matters tied to states where they are not admitted. Rule 5.5 was never built for that reality. It remains a patchwork of inconsistent, state-specific requirements. Meanwhile, a national reform movement is gathering momentum to rewrite the rule itself.

The stakes are already live. Practice where you are not admitted, and Rule 8.5 exposes you to discipline in every jurisdiction where you offer services. Get multijurisdictional practice wrong, and fee forfeiture and even criminal exposure follow. A website disclosure, virtual office, or client email can signal practice where no one is admitted. Remote, multistate staffing adds supervisory duties under Rules 5.1 and 5.3.

You walk out with structures designed to hold up if questioned: intake screening, local-counsel and pro hac vice protocols, disclosure language, internal policies. You also leave with the reform road map — ABA Formal Opinion 495, state remote-practice amendments, APRL’s proposed rewrite, and the ABA Issues Paper. Your structures work under today’s patchwork and under the rules that replace it.

Key topics to be discussed:

  • The Patchwork Problem
    How permanent remote and hybrid practice collides with Rule 5.5’s inconsistent, state-specific requirements and why that patchwork leaves multistate firms and lawyers exposed.
  • Where The Work Lives
    Whether an attorney’s physical location alone creates unauthorized-practice risk, and how matters governed by another state’s law change the analysis.
  • Footprints And Supervision
    When website disclosures, virtual offices, and client communications signal practice where no one is admitted and the supervisory duties Rules 5.1 and 5.3 impose on remote, multistate staffing.
  • Defensible Structures
    How intake screening, local counsel and pro hac vice protocols, disclosure language, and internal policies position a practice to hold up under both the current patchwork and the rules to come.
  • Enforcement Stakes
    Why reform is urgent now: discipline under Rule 8.5 in every jurisdiction where services are offered, fee forfeiture, and potential criminal exposure.
  • The Reform Landscape
    How ABA Formal Opinion 495, express state remote-practice amendments, APRL’s proposed Rule 5.5 replacement, the ABA Issues Paper’s disclosure-based models, and regulatory sandboxes and new practitioner tiers are reshaping who may deliver legal services and where.

This course is co-sponsored with myLawCLE.

Date / Time: August 12, 2026

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

Speakers

Amy-Richardson_Harris,-Wiltshire-&-Grannis_myLawCLEAmy E. Richardson, Shareholder | Maynard Nexsen PC

Amy E. Richardson is a Shareholder in Maynard Nexsen PC’s Litigation and Government Investigations & White-Collar Defense practice groups, practicing from the firm’s Raleigh, North Carolina and Washington, D.C. offices. Her work centers on legal ethics and professional responsibility, white-collar defense, and complex commercial litigation. She counsels and represents lawyers and law firms in disciplinary investigations, prosecutions, malpractice matters, and high-stakes arbitration, and guides legal-industry clients through shareholder admissions and departures and law firm dissolutions.

  • Education & Credentials

Ms. Richardson earned her J.D., cum laude, from the Duke University School of Law in 2002, and her B.A. in Communications, summa cum laude, from the University of North Carolina at Chapel Hill in 1998. She is admitted to the state bars of the District of Columbia and North Carolina and served as a law clerk to the Hon. N. Carlton Tilley of the U.S. District Court for the Middle District of North Carolina.

  • Recognition & Leadership

Ms. Richardson holds a Band 1 ranking from Chambers USA for North Carolina Litigation, White Collar and Government Investigations. She has been recognized by Business North Carolina’s Legal Elite, Best Lawyers in North Carolina, and North Carolina Super Lawyers, including its Top 100: 2025 North Carolina Super Lawyers and Top 50: Women North Carolina Super Lawyers lists, and was previously named a Rising Star from 2015 to 2017. In 2023 she was named to North Carolina Lawyers Weekly’s Power List for Business Defense, and in 2025 she joined Law360’s Editorial Advisory Board on Legal Ethics.

  • Professional Involvement

Beyond her practice, Ms. Richardson serves as an Adjunct Professor at the Georgetown University Law Center and a Senior Lecturing Fellow at the Duke University School of Law, teaching legal ethics and professional responsibility. She co-leads the North Carolina Chapter of the Women’s White Collar Defense Association, chairs the Professional Responsibility Committee of the ABA Business Law Section, and is a member of the Association of Professional Responsibility Lawyers (APRL) and the Federation of Defense & Corporate Counsel (FDCC). Her bar service includes a trusteeship on the North Carolina Bar Client Security Fund Board (2019–2025), the U.S. Court of Appeals for Veterans Affairs Committee on Admissions and Practice (2019–2025), the North Carolina State Bar Ethics Committee (2018–2021), and North Carolina Bar Association leadership as Litigation Council Vice Chair (2019–2020) and Chair (2020–2021) and as a Professionalism Committee Vice Chair (2019–2020) and member (2019–present).

  • Experience

Ms. Richardson has presented matters before multiple state bars, federal courts, the USPTO Office of Enrollment and Discipline (OED), and the Office of Professional Responsibility (OPR), and has served as an expert witness offering opinions on legal ethics issues. She handles complex civil cases in federal court,  state court, and arbitration proceedings throughout the United States, with matters spanning class actions, multidistrict litigation defense, and frequent trial work, along with communications-technology industry disputes involving the Telephone Consumer Protection Act (TCPA), intercarrier compensation, and access fees. She has successfully represented companies before federal and state regulatory agencies, the Department of Justice, and Offices of Inspector General, helping clients identify and comply with federal regulatory requirements and preparing them for grand jury appearances and trial. Two of her matters have been the subject of documentaries featured on Netflix and Peacock.

Agenda

SESSION 1 – Practicing Across State Lines: Remote Work, Firm Footprints, and Avoiding Unauthorized Practice | 1:00pm – 2:00pm

Remote and hybrid practice are now permanent, and firms increasingly expect attorneys to handle matters tied to states where they are not admitted. Rule 5.5 was never built for this reality and remains a patchwork of inconsistent, state-specific requirements that leaves multistate firms and lawyers exposed. This program maps where the unauthorized-practice lines fall when work crosses jurisdictions. It addresses whether an attorney’s physical location alone creates risk, how matters governed by another state’s law change the analysis, and when a firm’s website disclosures, virtual offices, and client communications inadvertently signal practice where no one is admitted. It also addresses the supervisory responsibility questions that remote, multistate staffing raises under Rules 5.1 and 5.3. Attendees will leave with practical structures, including intake screening, local-counsel and pro hac vice protocols, disclosure language, and internal policies, designed to hold up if a multijurisdictional practice is ever questioned.

BREAK | 2:00pm – 2:10pm 

SESSION 2 – The Race to Rewrite Rule 5.5: Reform Proposals, State Experiments, and What Comes Next for Multistate Practice | 2:10pm – 3:10pm 

This session addresses how fast those lines are moving—and why the Rule 5.5 most lawyers trained under may not survive the decade. The consequences of getting multijurisdictional practice wrong remain serious, spanning discipline in every jurisdiction where a lawyer offers services under Rule 8.5, fee forfeiture, and potential criminal exposure, and that risk is precisely what is fueling a national reform movement. This session traces that movement from ABA Formal Opinion 495 on remote work through the growing roster of states that have amended their rules to expressly permit out-of-state lawyers to practice remotely from within their borders, to the proposals now on the table to replace Model Rule 5.5 altogether: APRL’s proposed rewrite permitting practice across jurisdictions with client disclosure and competence as the touchstones, and the ABA’s pending Issues Paper weighing competing disclosurebased models. It also situates Rule 5.5 reform within the broader re-regulation of legal services, regulatory sandboxes, alternative business structures, and new practitioner categories—that is reshaping who may deliver legal services and where. Attendees will leave understanding which reforms are likely to reach their states first, how the disclosure-based models would change day-to-day multistate practice, and what firms should build now so their structures work under both the current patchwork and the rules that replace it.

Credits

Alaska

Approved for CLE Credits
2 Ethics

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for CLE Credits
2 Ethics

Arkansas

Approved for CLE Credits
2 Ethics

Arizona

Approved for CLE Credits
2 Professional Responsibility/Ethics

California

Approved for CLE Credits
2 Ethics

Colorado

Pending CLE Approval
2 Ethics / Professionalism

Connecticut

Approved for CLE Credits
2 Ethics / Professionalism

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 Enhanced Ethics

Florida

Pending CLE Approval
2 Ethics

Georgia

Pending CLE Approval
2 Ethics

Hawaii

Approved for CLE Credits
2 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
2 Ethics

Idaho

Pending CLE Approval
2 Ethics / Professionalism

Illinois

Pending CLE Approval
2 Ethics, Civility, Professionalism

Indiana

Pending CLE Approval
2 Ethics

Kansas

Pending CLE Approval
2 Ethics / Professionalism

Kentucky

Pending CLE Approval
2 Ethics

Louisiana

Pending CLE Approval
2 Ethics

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 Ethics / Professionalism

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 Ethics

Missouri

Approved for CLE Credits
2.4 Ethics

Mississippi

Pending CLE Approval
2 Ethics

Montana

Pending CLE Approval
2 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
2 Ethics

North Dakota

Approved for CLE Credits
2 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 Professional Responsibility

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 Ethics / Professionalism minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 Ethics / Professionalism

Nevada

Approved for CLE Credits
2 Ethics / Professionalism

New York

Approved for CLE Credits
2 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 Professional Conduct

Oklahoma

Pending CLE Approval
2.5 Ethics / Professionalism

Oregon

Pending CLE Approval
2 Ethics

Pennsylvania

Approved for CLE Credits
2 Ethics / Professionalism

Rhode Island

Pending CLE Approval
2.5 Ethics / Professionalism

South Carolina

Pending CLE Approval
2 Ethics / Professionalism

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 Dual

Texas

Approved for CLE Credits
2 Ethics / Professionalism

Utah

Pending CLE Approval
2 Ethics / Professionalism

Virginia

Not Eligible
2 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
2 Ethics

Washington

Approved via Attorney Submission
2 Ethics Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2 Ethics

West Virginia

Pending CLE Approval
2.4 Ethics / Professionalism

Wyoming

Pending CLE Approval
2 Ethics / Professionalism

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