CA MCLE Ethics Pack 2018 (MP3)

$50.00 $25.00

This multi-course package satisfies your entire California MCLE requirement for 4 ethics hours. The following courses are contained in this set:

(MP3 audio files can be played instantly on a PC or Mac using a browser, downloaded to an MP3 player such as an iPod, or downloaded to the PC or Mac and played on demand using MP3 player software. For information about MP3, visit this link.)

Call to order: (800) 887-7134


This multi-course package satisfies your entire California MCLE requirement for 4 ethics hours. The following courses are contained in this set:

(MP3 audio files can be played instantly on a PC or Mac using a browser, downloaded to an MP3 player such as an iPod, or downloaded to the PC or Mac and played on demand using MP3 player software. For information about MP3, visit this link.)

Call to order: (800) 887-7134

Course #ET171201- Social Media: An Ethical Minefield for California Attorneys

1 Hour CA-Bar Approved MCLE Ethics Credit

Social media is more than a pop culture and technology trend. It’s also a fertile medium for attorneys to use in promoting their practices.  However, social media also presents a veritable minefield of ethical challenges for attorneys in California.  The rules and standards are not clear and are continually changing, affecting the way that attorneys can use blogs, Twitter, Facebook, LinkedIn, ListServs, and many other online platforms.  In this MCLE Ethics presentation, an updating of a popular 2013 course, Lisa Sherman, Esq. addresses these ethical pitfalls and presents potential solutions to challenges that California attorneys face with social media:

  • Inadvertently creating an attorney/client relationship in social media.
  • Creating a conflict of interest.
  • Ex-parte contact through social media connections and forums.
  • Inappropriate use of social media to investigate legal matters.
  • Soliciting business through social media.
  • Misrepresenting legal expertise online.
  • Disclosing confidential information.
  • Accidental misuses of technology, such as divulging metadata in a document.


About the Instructor:  Lisa Sherman, Esq. is the President of the Sherman Law Corporation.  She practices in all areas of labor and employment law, primarily on behalf of employers, executives, managers and supervisors.  She also serves as Of Counsel to the Leader Counsel law firm, with whom she performs both litigation and transactional employment work and partners to provide full support services to her clients.   Ms. Sherman graduated from the University of Rochester in 1990 double majoring in Economics and Political Science.  She received her law degree from Washington University in St. Louis in 1993 and was awarded an American Jurisprudence Award in Trial Advocacy.  She began her legal career as an associate in the labor and employment law firm, Kamer & Ricciardi, in Las Vegas, Nevada, where she represented many casinos.  In Los Angeles, she has worked at big and small law firms, as well as, in-house. Ms. Sherman is a member of the California and Nevada State Bars, the Labor and Employment Law Section of the Los Angeles County Bar Association and the Association of Workplace Investigators.  She is also the author of numerous articles on labor and employment law and regularly conducts training for employers.



Course #ET161001 – Ethics Challenges in the Virtual Law Firm

1/2 Hour of CA MCLE Legal Ethics Credit.

Virtual Law Firm. Virtual Law Office. Virtual Law Practice. All are practices in which attorneys work remotely using technology, and all are gaining in popularity in California due to their convenience and efficiency. With their virtual nature, however, virtual law firms raise potential ethical issues as the California Rules of Professional Conduct were designed with brick-and-mortar law firms in mind. It’s essential to understand how virtual practices can run afoul of these rules and act proactively with your firm. For example, are you violating the ethical standard of maintaining a client trust account in California (client’s residence) if you and the client reside in different states and funds are held electronically through online payments? (Rule 4-100: Preserving the Identity of Client Funds and Property of the Client) In this course, Brenda J. Edwards, Esq., a practicing California estate law attorney who has built her own virtual law firm, will share her proven recommendations for building an ethically sound virtual practice. In particular, the Course will address Rule 1-300 in relation to the ethical formation of your business entity (being aware of state entity formation limitations so you are not unwittingly engaged in the unauthorized practice of law), Rule 3-100 (maintaining confidentiality of client information and acting competently when relying on third parties to protect that information), Rule 3-500 (communication with clients while mitigating security risks), Rule 1-400 (advertising and solicitation rules that are easily forgotten, down to the size of the font required for the words “advertising” and the length of time you must maintain copies of mailing circulars), Rule 3-410 (professional liability insurance requirements: When you must have it and when you must disclose you don’t), and Rule 4-100 (preservation of the identify of client funds and property of the client within the virtual realm).

PREVIEW (Click on player to preview the course)

Brenda Edwards, Esq.

About the Instructor
Brenda J. Edwards, Esq, is Founder and Manager of CA Legal Help You Can Afford with Brenda Edwards, a virtual limited liability company. Edwards is an Avvo contributor with California Probate Code references and author of the Amazon book California Estate Law: Wills and Trusts Made Easy. She received her JD from the Taft Law School in Santa Ana, CA.



Course #ET161005
Cyber Threats and The Duty of Confidentiality

1/2 Hour of CA MCLE Legal Ethics Credit.

California attorneys owe their clients a duty of confidentiality under Rule 3-100. A massive change in the scale and scope of cyber threats, however, have added new challenges to complying with this rule. In addition, Section 952 of the California Evidence Code bans disclosures of client information to third parties – something that is literally impossible on the Internet. This course explores ways that attorneys are newly vulnerable to ethics complaints, malpractice complaints and civil litigation in the new era of cyber security. The course also suggests some approaches to risk mitigation that are practical for large and small law firms.

ht_800x1000About the Instructor

Hugh Taylor, who was a lecturer at Berkeley Law from 2009 to 2011, has spent the last 20 years working in the information technology industry. He writes frequently about cyber security and compliance. Certified in Information Security Management, Taylor has done marketing and product management for security startups and global IT companies involved in cyber security.


PREVIEW (Click on player to preview the course)

Course #ET161102
CA Legal Ethics in the Real Life of a Practicing Attorney

The California Rules of Professional Conduct may seem abstract to attorneys caught up in the day-to-day realities of law practice. However, these rules bear on numerous areas of practice. Quick decisions, with easy-to-overlook implications, can have major consequences. This course reviews a number of common rule violations that can arise in the real life of a practicing attorney. Presented by an experienced contract attorney, this course covers such topics as:

  • Rule 1-300 – Not aiding in the “Unauthorized Practice of Law.”
  • Rule 1-320 – Not making financial arrangements between lawyers and non-lawyers.
  • Rule 1-400 – Staying within what is permitted for lawyer advertising.
  • Rule 2-100  – Not communicating with represented parties.
  • Rule 3-100 – Revealing client communications in order to prevent a crime resulting in death or substantial bodily harm.
  • Rule 3-200 – Not bringing claims not warranted by existing law, unless the lawyer has a good faith argument for extension, modification or reversal of the law.
  • Rule 3-300 – Avoiding interests adverse to a client.
  • Rule 3-500 – Keeping the client informed.
  • Rule 3-700 – Terminating employment when client difficult, or not paying.
  • Not violating Civ. Code 2944.7 and 6106.3 regarding loan modification work.

PREVIEW (Click on player to preview the course)

pam-andersonAbout the Instructor

Pamela J. Anderson, Esq. has over 15 years of experience as a contract attorney in California. She has practiced business, real estate, probate and trust litigation, having overseen real estate transactions, trust administration and estate planning, and business formation. Her experience includes both federal and state court. Anderson has personally responsible for as many as 26 active matters simultaneously. She received her J.D. from the University of Colorado Law School. She is a member of California Bar. She can be found on LinkedIn.


Course #ET161101 How to Identify and Handle Conflicts of Interest

Conflicts of interest can be difficult to identify and understand. Factor in the residual duty to former clients, and one can see how quickly and easily the list of possible conflicts of interest could become overwhelming. Unfortunately, the relevant rule on conflicts of interest, Rule 3-310, is somewhat general. It does not appear to provide much guidance in actually identifying a conflict of interest. This is partly because rule 3-310 is primarily enforced through civil litigation, typically through a motion for disqualification for pending litigation or a malpractice suit. To help practicing attorneys cope with the issue, this course provides a practical approach to dealing with potential conflicts of interest. Topics covered include:

  • Avoiding the representation of adverse interests
  • Issues that arise in representing joint clients
  • Former clients and the duty of loyalty
  • Avoiding conflicts when changing jobs
  • Disqualification

PREVIEW (Click on player to preview the course)

Ray Chao, Esq.


About the Instructor: Ray Chao is an experienced litigator in civil and criminal courts. He previously served as a prosecutor in Chicago, as well as assistant corporation counsel of Manhattan. Ray has also taught a variety of courses in several law schools and universities. He currently resides in California and consults on various cases in civil and criminal law.
This course is also available in audio CD format.


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