eCourses

Identify the ethical issues raised under the Texas Disciplinary Rules of Professional Conduct. In further exploring the practical use cases for AI products, platforms, and machine learning technology within an underdeveloped security regime, this presentation will alert practitioners to common pitfalls relating to clients communications, confidentiality, and fees within the rapidly evolving landscape of generative AI usage.

Includes: Video Audio Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! This month includes: (0.75 hr | 0.75 hr ethics) My Mind Has A Mind of Its Own: Why Even Good Lawyers Are Lured Into Unethical Behavior by the Way Their Brains Work (Replay) Modern behavioral psychology research has revealed that our brains lead us into behaviors that are inconsistent with logic, our own self-interest, and ethical principles. This presentation explains how scientifically identifiable justifications, rationalizations, and heuristics can present challenges in legal ethics. Kevin Dubose, Alexander Dubose & Jefferson LLP - Houston, TX (0.75 hr | 0.75 hr ethics) Fixing Federal Tax Return Mistakes (Replay) Mistakes happen in tax. Fixing those mistakes usually gets harder as time goes by. This presentation surveys a range of potential options: rescission, tax elections including Section 9100 relief, amended returns, method changes, attribute redeterminations, and more. The presentation also highlights ethical obligations that arise when considering how to best address prior mistakes. Tom Greenaway, KPMG LLP - Boston, MA (1.00 hr | 1.00 hr ethics) Ted Lasso and Lawyer Ethics (Replay) What can a fictional soccer coach, goldfish, and biscuits teach us about attorney ethics? Lace up your cleats and find out. Christie L. Hobbs, Northwest ISD - Fort Worth, TX (0.50 hr | 0.50 hr ethics) Social Media, Ethics, and TMI: Why you won't be ROFL (Replay) Priscilla de Mata, Ysleta Isd - El Paso, TX  

Includes: Video Audio Paper Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (0.75 hr | 0.75 hr ethics) Cyber Attacks: Are Your Customers, Outside Counsel and Vendors Doing Enough to Protect Your Information? (Replay) So, you’ve signed the NDA, given your company’s confidential information to a third party, now what? Learn about ways to further protect your company before and after a security incident and how important your role is. John Thomas A. Malatesta, Polsinelli PC - Birmingham, AL (0.75 hr | 0.75 hr ethics) Did You Just Waive Privilege? Protecting Privilege and Attorney Work Product (Replay) Discuss the latest developments on protecting privilege in the business environment, especially when clients seek both business and legal advice at the same time, and what to do about protecting privileged documents when the government comes calling. J. Nicholas Bunch, Haynes Boone, LLP - Dallas, TX (0.50 hr | 0.50 hr ethics) Effective Screening and Onboarding of New Clients (Replay) Learn time-tested techniques for minimizing the risk of grievances and malpractice lawsuits in your appellate practice. Scott Rothenberg, Law Offices of Scott Rothenberg - Bellaire, TX (1.00 hr | 1.00 hr ethics) Closing the Case and the File: How to Ethically Terminate a Representation When Completed (Replay) Explore the recommended procedures you should have in place to ethically handle both the intake side of client matters, but also what is involved in “closing” files. Claude E. Ducloux, Attorney at Law - Austin, TX

Includes: Video Audio Paper Slides

This presentation addresses the benefits, risks, and professional responsibility considerations of using AI in the practice of law.

Includes: Video Audio Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (0.75 hr | 0.75 hr ethics) Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working from Anywhere and Everywhere (Replay) Working remotely and virtual meetings are here to stay. This presentation provides practical suggestions for structuring engagement letters, addressing conflicts of interest, and safeguarding client communications across all mediums. Braxton Wilks, Winstead PC - Austin, TX   (0.75 hr | 0.75 hr ethics) Serving Two Masters (Replay) Discuss conflicts that arise between “clients,” the tripartite relationship, Tilley and its aftermath, the ethical dilemmas lawyers face, and knowing who you really represent. Gayla Corley, MehaffyWeber, P.C. - San Antonio, TX   (1.00 hr | 1.00 hr ethics) Generative AI: Developments and Ethical Implications (Replay) Harnessing the power of AI to drive new ways of doing business and increasing growth is something all organizations are trying to do. The use of generative AI creates risks to organizations including violation of privacy, inaccurate or false representations, and unethical practices, to name a few. Implementing the right controls and ethics training alongside generative AI is necessary – so where do you start? Brooke A. Hopkins, Alvarez & Marsal - Dallas, TX Emily R. Apte, King & Spalding - Austin, TX Robert Denby, Vinson & Elkins LLP - Houston, TX Daniel Meyers, TransPerfect Legal - Dallas, TX Matt Wernz, Federal Trade Commission - Dallas, TX (0.50 hr | 0.50 hr ethics) Sanctions and Privileges (Replay) Sanctions: How to get them or avoid them. Privileges: How to keep them or lose them. Hon. H. DeWayne "Cooter" Hale, Retired U.S. Bankruptcy Judge - Dallas, TX Trip Nix, Holland & Knight LLP - Austin, TX

Includes: Video Audio Paper Slides

Session 1: Intellectual Property: The Essentials of Copyrights and Trademarks for Creatives - Understand the basic copyright and trademark principles and identify where they apply in music, television/film, podcasting, and influencer deals. Session 2: ​Exploring the Expansion of Criminal Antitrust Enforcement and What Recent Criminal Investigations and Trials Tell Us About the Government’s Tools, Tactics, and Targets - Panelists discuss the expansion of criminal antitrust enforcement and recent investigations that delve into the government's tools, tactics and targets. Session 3: Getting the Most Out of Your Mediation: Tips to Maximize Your Mediation Time - Join Scott Baker as he explores ways to help attorneys make the most of a mediation session as well as the mediator’s skills to help their clients resolve disputes. He'll delve into written mediation statements, pre-mediation conferences, joint sessions and opening statements, negotiations, and mediated settlement agreements. Examples, trends, and case law will be discussed and used to provide practical tips and suggestions to attorneys who represent or counsel clients who use mediation to resolve disputes. This presentation is designed to provide useful information to attorneys of all experience levels.

Includes: Video Audio Paper Slides

Session 1: The Duty of Technology Competence - Understand the importance of technology competence for your practice and the ethical obligations to be competent. Explore the current landscape and recent decisions in this area, as well as common problem areas for attorneys. Session 2: Conducting Cost-Effective E-Discovery and the Use of Technology Assisted Review (TAR) - Examine how technology-based processes, specifically technology assisted review (TAR), can be cost-effective and efficient solutions for e-discovery in litigation. This session highlights situations where TAR is often the preferred tool over attorney review and flags times that it is not, and discusses how to address contentious issues that may arise in TAR-related negotiations with opposing counsel.  Session 3: Communication - Attorneys have a duty to keep client communication secure. Get practical tips on conducting communication with the courts or with opposing counsel, as well email filtering and its impacts on communication including filing deadlines, etc. Session 4: Cybersecurity and Protecting Against Cyber Scams - An informative program about the legal standards that govern a compliant cybersecurity program as well as an update about the ethical duty of technology competence that affects all Texas lawyers. Session 5: ChatGPT Ethics - Topic description generated by ChatGPT: Using ChatGPT for legal purposes promises efficient information processing, yet raises ethical concerns including client confidentiality and the risk of providing inaccurate advice. It is paramount that attorneys ensure adequate supervision, maintain professional discretion, and stay vigilant about the tool's limitations to uphold their ethical obligations.

Includes: Video Audio Paper Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) Let’s Chat About ChatGPT: Ethical Considerations in the Use of Generative AI (Replay) Since the introduction of ChatGPT and other generative AI tools, lawyers around the country have been getting into ethical hot water over their misuse of generative AI. Courts have responded with mandatory AI disclosures and certifications by attorneys. What are your ethical obligations in using AI, and how can you stay within the lines? Come find out in this informative and entertaining presentation! Hon. John G. Browning, Of Counsel, The Cole Law Firm, McKinney, Texas and Distinguished Jurist in Residence, Faulkner University School of Law - Plano, TX (1.00 hr | 1.00 hr ethics) Attorney Wellness: Speaking Up, Reaching Out (Replay) Mental health issues are taboo discussions at the workplace, yet when attorneys consider suicide, it's often a result of work-related stress. Explore real-world tips and information on how to spot a mental health crisis in someone you work with, and what to do once you are aware of a problem. Stephanie Townsend Allala, Townsend Allala, Coulter & Kludt PLLC - El Paso, TX (1.00 hr | 1.00 hr ethics) How to Avoid Malpractice in a Post-Pandemic Legal World (Replay) Law practice has been forever changed by the Covid-19 pandemic with the widespread adoption of remote work. While “work from home” has been eagerly embraced by many lawyers, it has caused an increase in age-old ethical problems for lawyers. This course is designed to help practitioners avoid conflicts and unintended clients, safeguard client confidentiality, maintain competence, and form better communication habits with their clients, other attorneys and staff. Robert L. Tobey, Johnston Tobey Baruch, P.C. - Dallas, TX

Includes: Video Audio Paper Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) Practical Considerations and Implications of Generative AI (Replay) An overview of practical considerations and implications for the in-house use and governance of generative AI.   Emily Westridge Black, Shearman & Sterling LLP - Austin, TX Steven Gyeszly, Marathon Oil - Houston, TX Karl V. Hopkins, Bradley - Houston, TX (1.00 hr | 1.00 hr ethics) Mum’s the Word: Maintaining Client Confidentiality while Working from Anywhere and Everywhere (Replay) Working remotely and virtual meetings are here to stay. This presentation provides practical suggestions for structuring engagement letters, addressing conflicts of interest, and safeguarding client communications across all mediums.  Jeff Chadwick, Winstead PC - The Woodlands, TX (1.00 hr | 1.00 hr ethics) Understanding the Changes to the Texas Disciplinary Rules in the 2024 Referendum The State Bar is holding a referendum from April 1-30 for the Bar to vote on 12 new and amended disciplinary rules. The presentation will discuss each of the proposed changes and additions to the rules. Robert L. Tobey, Johnston Tobey Baruch, P.C. - Dallas, TX

Includes: Video Audio Paper Slides

The State Bar is holding a referendum from April 1-30 for the Bar to vote on 12 new and amended disciplinary rules. The presentation will discuss each of the proposed changes and additions to the rules.

Includes: Video Slides

Session 01: 2023 Case Law Update - A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs). Session 02: Texas Legislative Update for Partnerships and LLCs - Summary of selected bills passed in the 2023 Texas Legislature affecting partnerships and limited liability companies. Session 03: 2023 Secretary of State Update - Learn about filing tips and resources that will make your transactions with the Secretary of State easier and more predictable; hear updates on notable legislation and our system modernization initiative. Session 04: Updates from Delaware - A survey of recent Delaware cases addressing significant issues, including fiduciary duties, elimination of fiduciary duties and contractual interpretation in the context of LLCs and partnerships (including limited partnerships and LLPs). Session 05: S corporations: A Cautionary Tale about Squaring the Circle - A discussion of some of the motivations driving the use of LLCs as S corporations, some of the potential issues and some of the drafting and structuring issues that should be considered if an LLC is taxed as an S corporation.  Session 06: Updated Model LLC Agreements - Review three model agreements tailored for a closely held company, including a discussion of some recent changes in the models as well as decisions that the authors made in drafting the models to help improve your drafting skills and result in better operating agreements. Session 07: Drafting Net Profit Agreements - Net profits agreements are used in transactions where the parties have an interest in sharing in profits but do not want to create or participate in an entity arrangement with the parties involved.  Net profits agreements raise a number of issues which may be as basic as the very definition of what the parties intend to share, as well as the methods of payout, the impact on tax consequences of these arrangements and concerns relating to the unintended partnership. Review the issues lawyers may need to consider with their clients to draft an effective net profits agreement.  Session 08: Provisions Limiting Liability and Duties in Partnership and Company Agreements - This panel will discuss the effectiveness and limitations on provisions of partnership and company agreements which provide for the modification of duties, exoneration from liability and indemnification with respect to claims against managers, members and other employees and agents.   Session 09: Effective Engagement Letters and Other Simple Risk-Management Tools - This ethics CLE presentation will look at engagement letters and how they can be used as a risk management tool. Along they way, the presentation will provide practical tips to help lawyers avoid conflict of interest pitfalls and to assist in controlling client expectations about the scope of the representation. Session 10: Multiparty Representation —Entity Formation - A deep-dive into the knurly problems of multi-party representation of start-up companies, including whether the client is the founder or founders or the company is yet to be formed. The ethical difficulties for the lawyer continue after formation as the company and its founders, directors and officers move beyond formation of the entity into the realm of operations.

Includes: Video Audio Paper Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) ChatGPT Ethics (Replay) Topic description generated by ChatGPT: Using ChatGPT for legal purposes promises efficient information processing, yet raises ethical concerns including client confidentiality and the risk of providing inaccurate advice. It is paramount that attorneys ensure adequate supervision, maintain professional discretion, and stay vigilant about the tool's limitations to uphold their ethical obligations. Henson Adams, Haynes Boone, LLP, San Antonio, TX Dominique Baldwin, Haynes Boone, LLP, Houston, TX (1.00 hr | 1.00 hr ethics)            Deal Ethics (Replay)            A discussion on a number of ethical issues that come up in an M&A practice, including whether the same firm can represent two bidders for the                   same target, other conflicts of interest, the no-contact rule, managing the lawyer’s duty for truthfulness and protecting the client’s privilege.                       David I. Albin, Finn Dixon & Herling LLP, Stamford, CT                       Nathaniel L. Doliner, Carlton Fields, Tampa, FL                       Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C.,  Dallas, TX (1.00 hr | 1.00 hr ethics) Setting Boundaries with Clients and Colleagues (Replay) Using mindset mastery practices to improve attorney wellness by setting boundaries in your work. Kiele Linroth Pace, Pacefirm Consulting, LLC, Austin, TX

Includes: Video Audio Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) AI and Effective Corporate Governance (Replay) This discussion covers artificial intelligence (AI) fundamentals and business opportunities to utilize AI responsibly and strategically. The panelists also address corporate governance and compliance frameworks to enable boards and business leadership to proactively and effectively manage risks posed by AI. Regina Jones, Baker Hughes - Houston, TX Ryan D. McConnell, R. McConnell Group PLLC - Houston, TX Meagan Baker Thompson, R. McConnell Group PLLC - Austin, TX (0.75 hr | 0.75 hr ethics) Requests from on High: Keeping In-House Counsel Out of Hot Water (Replay) One of internal counsel’s many functions is to avert problems for their employers. But sometimes in keeping their client away from the fire, they risk being singed. These concerns implicate challenging attorney-client privilege issues, clarity in communicating to employees and management who they represent, educating others about how to maintain confidentiality, engaging the right counsel and consultants for the proper purposes, and knowing when to stay away from direct interaction in depositions, mediations and regulator meetings and interactions, or when to interact directly. Joel Cohen, White & Case LLP - New York, NY (0.75 hr | 0.75 hr ethics) Ethics on the Edge (Replay) Whether in-house or in private practice, technology lawyers increasingly find themselves counseling clients operating at or beyond the edge of what the law has contemplated—and sometimes with business models so “disruptive” they may even be illegal. Explore the ethics issues that come into play in such situations, through real-world examples of how experienced in-house lawyers have counseled their clients though high-risk innovation and legal uncertainty.   Christopher T. Brown, KASTNER/GRAVELLE LLP - Austin, TX Cara Connolly, Reality Labs at Meta - Austin, TX Catherine Dawson, AffiniPay - Austin, TX  (0.50 hr | 0.50 hr ethics) Pro Bono Opportunities for Business Attorneys (Replay) Texas Accountants and Lawyers for the Arts (TALA) offers attorneys the opportunity to work with creatives, non-profits, and others who qualify based on their income on various legal issues such as entity formation, contracts, trademark/patent/copyright filings, and other general legal needs. An in depth discussion on these opportunities as well as give several examples of cases or matters handled by volunteer attorneys. Angela L. Lee, TALA - Austin, TX Adrian Resendez, Brough & Resendez PLLC - Austin, TX

Includes: Video Audio Paper Slides

This discussion covers artificial intelligence (AI) fundamentals and business opportunities to utilize AI responsibly and strategically. The panelists also address corporate governance and compliance frameworks to enable boards and business leadership to proactively and effectively manage risks posed by AI.

Includes: Video Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) AI Topic Regina Jones, Baker Hughes - Houston, TX Ryan D. McConnell, R. McConnell Group PLLC - Houston, TX Meagan Baker Thompson, R. McConnell Group PLLC - Austin, TX (1.00 hr | 1.00 hr ethics) Ethics: Can We Talk? (REPLAY) Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX   (0.50 hr | 0.50 hr ethics)  Don’t Do It: Legal Temptations to Resist (REPLAY) This presentation is a reminder of the things lawyers are tempted to do, but the Rules of Professional Conduct, Standards of Appellate Conduct, and the good manners we were all raised on prevent. Hon. Tanya Garrison, 157th District Court - Houston, TX (0.50 hr | 0.50 hr ethics)  Securing Client Communication (REPLAY) Lisa Angelo, Angelo Law Firm PLLC - Houston, TX

Includes: Video Paper Slides

THIS MONTH: Client Selection, Contracts and Handling Complaints • Religious Accommodation: A Conflict of Rights • Affordable Housing: Land Use Regulation to Increase and Preserve Affordable Housing  • Demonstrating Value as a Law Department: KPIs and Metrics • Joint Ventures Between Business Entities

Includes: Video Audio Slides

Session 1: A Lawyer's Duty in a Democracy Under Attack - An examination of lawyers' duty to support the Constitution and democratic principles when they are being challenged.  Session 2: What the Surviving Spouse Needs to Do, and What to Do if They Don’t - A practical discussion of the steps a surviving spouse can or should take when their spouse dies and what to do later if those steps are not taken. Session 3: Medical Staff, Nursing Staff, and Patient Rights in a Post-COVID World - As we move past the pandemic into a post-public health emergency world, hospitals are contending with physician and nursing staffing shortages, changing trends in the use of physicians and advanced practice professionals on medical staffs, increasing violence by patients, and regulatory pressures. The speakers discuss these issues and options for responding to them. Session 4: Artist Rights: The Future of the Copyright Royalty Board for Songwriters - ​This panel discusses the history and future of the U.S. Copyright Royalty Board, the federal agency that sets the royalty rate for the government’s compulsory licenses for songs and webcasting among other. Session 5: Workers’ Comp 101: The Basics of the Workers’ Compensation System in Texas - An overview of the Workers’ Compensation System outlining the responsibilities of insurance carriers, employers, and self-insureds in the administration of work injuries in Texas.

Includes: Video Audio Paper Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: (1.00 hr | 1.00 hr ethics) Will Robot Lawyers Steal Our Jobs, and Can They do the Job Ethically? John G. Browning, Rockwall, TX   (1.00 hr | 1.00 hr ethics) Attorney Wellness: Speaking Up, Reaching Out (REPLAY) Mental health issues are taboo discussions at the workplace, yet when attorneys consider suicide, it's often a result of work-related stress. Explore real-world tips and information on how to spot a mental health crisis in someone you work with, and what to do once you are aware of a problem. Stephanie Townsend Allala, Townsend Allala, Coulter & Kludt PLLC - El Paso, TX   (1.00 hr | 1.00 hr ethics)  Approaches to Privilege During Deposition Breaks (REPLAY) In an age of Zoom depositions, it is more important than ever to understand that different jurisdictions take different approaches the question of privilege during deposition breaks, with some disallowing any privilege at all once the deposition commences and others taking a more nuanced approach. Join Jason Boulette as he explores these different approaches, what they share in common, and where they differ sharply. Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX

Includes: Video Paper Slides

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THIS MONTH: Geopolitics and Extreme Weather Impacts on the Energy Markets • Bow Your Head and Play: A Discussion on Kennedy v. Bremerton • Sign Right Here: A Survey of Provisions for Your Attorney-Client Agreements • Defensive Documentation from Hiring to Firing • Estate Tax: Best Strategies for Estates and Gifts Leading Up to 2026

Includes: Video Audio Paper Slides