CLE
Scott Kozlov
Scott Kozlov Cook County Clerk's Office
Rule 5.5 Demystified What Every New Lawyer Needs to Know to Practice Ethically
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Premieres June 26, 1:00 PM ET/10:00 AM PT
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Rule 5.5 Demystified: What Every New Lawyer Needs to Know to Practice Ethically

This program will explore the parameters of Model Rule 5.5 of the Rules of Professional Conduct. We will discuss the ways that attorneys engage in the unauthorized practice of law, how to avoid such issues, and how the rule may be amended in the future.

Topics covered include:
Agenda:
  • Introductory Overview
    • Brief introduction of the presenter and his organization
    • Statement of topics to be covered and anticipated takeaways

  • Summary of RPC 5.5 Unauthorized Practice of Law

  • Understanding the Basic Premise of the Rule
    • How do lawyers engage in UPL under 5.5(a)?
      • In re Jeanette Conrad, 2014PR00063 (9/21/15)
      • In re Maurice Salem, 2016PR00043 (1/29/19)
    • Assisting in the Unauthorized Practice of Law
      • In re Jeffrey John Aleman, 2012PR00058 (6/4/12)
      • In re Thomas George Macey, 2012PR00057 (6/5/12)
    • Connection to RPC 8.5 Choice of Law Rule

  • Analyzing Subparagraph 5.5(b)
    • Continuous and systematic presence
    • Holding oneself out as authorized to practice

  • Exceptions to the General Rule — Safe Harbors for Temporary Practice
    • Prerequisites for exceptions to apply
    • Four safe harbors
      • Local Counsel
      • Expectation of authority to practice
      • ADR matters
      • Catch-all — relationship to home state practice

  • House Counsel Rule — Rule 5.5(d) and (e)
    • Requirements for attorney application
    • Nexis with Sperry v. FL
    • Additional limitations on House Counsel practice

  • Proposals To Modify 5.5
    • The APRL recommendations
    • The ABA response
    • What the future holds

  • Questions & Answers (as time permits)
Duration of this webinar: 60 minutes
When: Premieres in 39 days | June 26, 2025 10:00 AM PT
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Continuing Legal Education (CLE) Credits

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California CLE

Status: Approved

Credits: 1.00 Legal Ethics

North Carolina CLE

Status: Approved

Credits: 1.00 Ethics

Texas CLE

Status: Approved

Credits: 1.00 Legal Ethics/Professional Responsibility


This presentation is approved for one hour of Legal Ethics CLE credit in California, and one hour of Ethics CLE credit in North Carolina. 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.

Justia only reports attendance in jurisdictions in which a particular Justia CLE Webinar is officially accredited. Lawyers may need to self-submit their certificates for CLE credit in jurisdictions not listed above.

Note that CLE credit, including partial credit, cannot be earned outside of the relevant accreditation period. To earn credit for a course, a lawyer must watch the entire course within the relevant accreditation period. Lawyers who have viewed a presentation multiple times may not be able to claim credit in their jurisdiction more than once. Justia reserves the right, at its discretion, to grant an attendee partial or no credit, in accordance with viewing duration and other methods of verifying course completion.

At this time, Justia only offers CLE courses officially accredited in certain states. Lawyers may generate a generic attendance certificate to self-submit credit in their own jurisdiction, but Justia does not guarantee that lawyers will receive their desired CLE credit through the self-submission or reciprocity process.

Looking for CLE credit? Visit CLE Dashboard CLE Accreditation
Speaker
Scott Kozlov
Scott Kozlov Chief Ethics Officer & Legal Counsel
Cook County Clerk's Office

Scott Kozlov is currently the Chief Ethics Officer and Legal Counsel for Cook County Clerk’s Office, where he oversees ethics and compliance efforts, policy enforcement, and investigations of statutory and ordinance violations, among other legal matters. From 2000-2020, he was counsel with the Illinois Attorney Registration and Disciplinary Commission (“ARDC”), investigating and prosecuting hundreds of attorney misconduct matters, assisting in drafting Supreme Court Rule amendments, presenting at attorney ethics seminars, and participating in public outreach programs. Read More ›

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