Unauthorized practice of Law by Remote Attorneys: What attorneys should know about virtual law practice and telecommuting

Amy Richardson
Amy Richardson
Harris, Wiltshire & Grannis

Amy Richardson is a partner with Harris, Wiltshire & Grannis, where she serves as Chair of the Legal Ethics and Malpractice group.

Lauren Snyder
Lauren Snyder
Harris, Wiltshire & Grannis

Lauren Snyder is a partner with Harris, Wiltshire & Grannis, where she focuses her practice on legal ethics and malpractice, complex civil litigation, and government enforcement actions.

Re-Broadcast: January 21, 2022

Unauthorized practice of Law by Remote Attorneys: What attorneys should know about virtual law practice and telecommuting
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Program Summary

Particularly relevant in light of COVID, we will explore whether attorneys can telecommute without committing the unauthorized practice of law. Attorneys will learn what the virtual practice of law is and how it differs from telecommuting. They will also learn about ABA Model Rule 5.5, exceptions to the unauthorized practice of law, and recent ABA Formal Opinion 495, which concerns the unauthorized practice of law by remote attorneys.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Virtual Practice vs. Telecommuting
  • Unauthorized Practice of Law: ABA Model Rule 5.5
  • ABA Formal Opinion 495 (2020)

Date / Time: January 21, 2022

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are view-able for up to one year.

Closed-captioning available

Speakers

Amy_Richardson_myLawCLEAmy Richardson | Harris, Wiltshire & Grannis

Amy Richardson is a partner with Harris, Wiltshire & Grannis, where she serves as Chair of the Legal Ethics and Malpractice group. Ms. Richardson counsels and represents lawyers and law firms in disciplinary investigations and prosecutions and malpractice matters. She counsels and advises lawyers and law firms in partner admissions and departures, and law firm dissolutions. She teaches ethics and professional responsibility at the Georgetown University Law Center and Duke University School of Law. Ms. Richardson has also successfully represented companies and individuals before federal and state regulatory agencies and Offices of Inspector General. Ms. Richardson’s extensive white-collar criminal defense experience includes preparing clients for grand jury appearances and trial work. Ms. Richardson has received Chambers USA‘s top ranking for white collar crime and government investigations lawyers in North Carolina.

Prior to entering private practice, Ms. Richardson served a judicial clerkship for the Honorable. N. Carlton Tilley, Middle District of North Carolina. Ms. Richardson received her J.D., cum laude, from Duke University School of Law, and her B.A., summa cum laude, from the University of North Carolina.

Lauren-Snyder-myLawCLELauren Snyder | Harris, Wiltshire & Grannis

Lauren Snyder is a partner with Harris, Wiltshire & Grannis, where she focuses her practice on legal ethics and malpractice, complex civil litigation, and government enforcement actions. Ms. Snyder practices in Washington, D.C. and Raleigh, North Carolina.

Ms. Snyder has represented various individuals and corporations in a wide range of federal criminal investigations and prosecutions. Ms. Snyder has served as both defense and plaintiff’s counsel and has been involved in all aspects of litigation, from initial case assessments to trials and appeals. Ms. Snyder has handled various disciplinary complaints before different disciplinary authorities, including matters before the USPTO’s Office of Enrollment and Discipline, and D.C.’s Office of Disciplinary Counsel. Ms. Snyder has assisted clients concerning admission to the USPTO and the D.C. Bar, and advised clients concerning the merits of legal malpractice actions.

Ms. Snyder received her J.D., with high honors, from the George Washington University Law School, and her B.A., summa cum laude, from Vanderbilt University. Prior to entering law school, she taught at-risk middle school students through Teach for America, where she helped implement a gang prevention program.

Agenda

1. Virtual Practice vs. Telecommuting | 2:00pm – 2:30pm
2. Unauthorized Practice of Law (“UPL”): ABA Model Rule 5.5 | 2:30pm – 2:40pm
3. Non-UPL Carve-Outs | 2:40pm – 3:00pm

Break | 3:00pm – 3:10pm

4. Outlier Jurisdictions | 3:10pm – 3:20pm
5. ABA Formal Opinion 495 (2020) | 3:20pm – 3:30pm
6. How to Avoid UPL | 3:30pm – 3:45pm
7. Hypotheticals | 3:45pm – 4:10pm