This one-hour CLE course gives lawyers real-world guidance on handling stressful and difficult professional situations — without stepping outside the bounds of the ethics rules. Using the ABA Model Rules and key ethics opinions, the program walks through how to manage demanding or unethical clients, set clear expectations in fee and engagement agreements, protect client confidentiality, and properly withdraw when necessary.
The second half focuses on dealing with opposing counsel who behave unprofessionally — including bullying, dishonesty, or delay tactics. We’ll also discuss how to document those interactions, when to step in as a bystander, and how to protect your client and your license if things escalate.
Whether you’re just starting out or need a reset on handling the human side of law practice, this session offers practical advice, ethical safeguards, and examples that are easy to apply right away.
- Introductory Overview
- Why this matters: common ethics pitfalls with clients and lawyers
- Preview of key ABA Model Rules (1.1, 1.2, 1.3, 1.4, 1.5, 1.6, 1.15, 1.16, 3.1, 3.2, 3.3, 3.4, 4.1, 4.4, 8.4)
- Select ABA Formal Opinions referenced: 472 (limited scope), 477R (secure communications), 480 (public commentary), 496 (negotiations)
- Part 1: Managing Difficult Clients
- Core rules for the client relationship: 1.2 (scope), 1.4 (communication), 1.5 (fees), 1.6 (confidentiality), 1.15 (safekeeping property), 1.16 (ending)
- Avoiding “scope creep” with clear engagement terms and closure protocols (Rule 1.2(c); FO 472/492 concepts)
- Setting and managing communication expectations (Rule 1.4(a)-(b); secure comms under FO 477R)
- Using FAQs and written tools to empower clients and reduce grievances (Rule 1.4(b))
- Ethical red flags in client behavior (Rules 1.16(b), 3.3, 3.4, 4.1)
- When a client pressures you to cross a line (Rules 1.2(d), 3.3, 1.6(b)(2)–(3), 1.16)
- Toolkit wrap: engagement letter + FAQ + communications policy + withdrawal playbook
- Part 2: Dealing With Difficult Lawyers
- Core duties to opposing counsel and the tribunal (Rules 3.1, 3.2, 4.1, 4.4, 8.4; Preamble ¶9; Rule 1.3 cmt. 1 on diligence)
- Civility vs. misconduct: gamesmanship, delay, sharp practice (Rules 4.4(a), 8.4(d))
- Courtroom conduct & candor: cooperate on timing, correct misimpressions, avoid weaponized objections (Rules 3.2, 3.3; FO 496 on negotiation statements)
- Protection checklist: confirm in writing, bring a witness, keep an incident log, escalate deliberately
- “Active witness” bystander interventions to reset tone (Rules 4.4(a), 8.4(d))
- The problem of bullying in the profession — key data (Illinois Commission on Professionalism, 2024) and why professionalism matters
- Organizational responses and accountability (Rules 5.1, 5.3): policies, training, safe reporting, judicial tools/standing orders
- Takeaways & Action Plan
- Practical ethics safeguards for daily practice
- Five steps to implement immediately to protect yourself, your clients, and your license
- Rules reinforced: 1.4, 1.5, 1.16, 4.4, 8.4
- Questions & Answers (as time permits)
This webinar is divided into section summaries, which you can scan for key points and then dive into the sections that interest you the most.
Please note this AI-generated summary provides a general overview of the webinar but may not capture all details, nuances, or the exact words of the speaker. For complete accuracy, please refer to the original webinar recording.
Hunt Huey PLLC
Richard is a Texas Board Certified Civil Trial Lawyer with more than forty years of experience representing businesses and individuals in litigation, arbitration, and mediation. His practice focuses on complex civil litigation and on the disability rights provisions of the Americans with Disabilities Act and the Fair Housing Act. Read More ›
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Status: Approved
Credits: 1.00 Legal Ethics
Earn Credit Until: June 30, 2026
Status: Approved
Credits: 1.20 Ethics/Professionalism
Earn Credit Until: November 18, 2026
Status: Approved
Credits: 1.00 Ethics
Earn Credit Until: February 28, 2026
Status: Approved
Credits: 1.00 Attorney Professional Conduct
Earn Credit Until: December 31, 2026
Status: Approved
Credits: 1.00 Ethics, Professionalism, or Substance Abuse
Earn Credit Until: December 31, 2027
Status: Approved
Credits: 1.00 Legal Ethics/Professional Responsibility
Earn Credit Until: October 31, 2026
This presentation is approved for one hour of Legal Ethics CLE credit in California, one hour of Ethics CLE credit in North Carolina, one hour of Attorney Professional Conduct CLE credit in Ohio, and one hour of Ethics, Professionalism, or Substance Abuse CLE credit in Pennsylvania. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. Of these, 1.20 qualify as total hours of credit for Ethics/Professionalism. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours, of which 1.00 credit hours will apply to Legal Ethics/Professional Responsibility credit.
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