Your Bar License Is Trapped in the 20th Century. Or Is It? Multi-Jurisdictional Rules & Proposed Changes

Bar license regulations and rules were devised in another era and power rests primarily with the states to modify them. Lawyers get barred in one state and cannot practice in another state without an exception, temporary permission, or reciprocity—all a hassle to navigate. In the last decades, increasingly clients and lawyers have begun to ask why, and many have answered. Speakers will give an overview of the movement to change Rule of Professional Conduct 5.5 on multi-jurisdictional practice and the unauthorized practice of law, lay out ways to make your bar license as mobile as possible, discuss the perils of advertising the ethics rules have created, and try their best to predict where the train is heading. This will be a lively discussion with very current, in-flux information.

Learning Objectives:

  • Get a deeper understanding of the rules around where and how one practices, and how to navigate them
  • Learn the importance of RPCs 5.5 and 8.5, choice of laws
  • Grasp the patchwork of lawyer marketing rules across the states and perils hidden there
  • Get the scoop on proposed changes to RPC 5.5 and responses from states and organizations

Agenda:
  • Introductory Overview
    • Brief introduction of the presenters and their organizations
    • Statement of topics to be covered and anticipated take-aways
  • History of RPC 5.5
  • Responses From the States on Proposed 5.5 Changes
  • Predictions As to Where 5.5 Is Going
  • Where Lawyers Can Practice Now
    • Temporary
    • Permanent
  • Intersection of 5.5 and 8.5 (Choice of Law)
  • Maximizing Versatility in Your Law License
  • Where You Can Safely Market Your Practice
  • MJP and UPL Issues in Law Firm Business Development
  • Bar Reciprocity
  • Discipline From Multiple States/Entities
  • Status of 5.5. Working Group
  • Recent Opinions
  • Questions & Answers
Topics covered include: Ethics
Duration of this webinar: 60 minutes
Originally broadcast: July 10, 2024 11:00 AM PT
Continuing Legal Education (CLE) Credits

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California CLE

Status: Approved

Credits: 1.0 Legal Ethics

Earn Credit Until: July 09, 2026

South Carolina CLE

Status: Approved

Credits: 1.0 Legal Ethics/Professional Responsibility

Difficulty: All Levels

Earn Credit Until: December 31, 2024

North Carolina CLE

Status: Approved

Credits: 1.0 Ethics

Earn Credit Until: February 28, 2025

Texas CLE

Status: Approved

Credits: 1.0 Legal Ethics/Professional Responsibility

Earn Credit Until: June 30, 2025


This presentation is approved for one hour of Legal Ethics CLE credit in California, one hour of Legal Ethics/Professional Responsibility CLE credit in South Carolina (all levels), 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 1.0 credit hours, of which 1.0 credit hours will apply to Legal Ethics/Professional Responsibility credit.

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Speakers
Charity Anastasio
Charity Anastasio Practice and Ethics Counsel
The American Immigration Lawyers Association
Charity Anastasio is Practice and Ethics Counsel for the American Immigration Lawyers Association. Charity practiced law for five years, followed by ten years in her current role. She is an ethics nerd and practice management ambassador who advises lawyers through consultations, publications, workshops, and presentations. She is in leadership at the ABA Law Practice Division and was named an ABA 2020 Women of Legal Tech Honoree.
Micah Buchdahl
Micah Buchdahl Attorney
HTMLawyers
Micah U. Buchdahl is a Pennsylvania-licensed attorney assisting law firms with business development initiatives. Based in Moorestown, NJ, he is president of HTMLawyers, Inc., a law marketing consultancy. Micah is known for his ethics counsel as it pertains to law marketing, advertising, and compliance. He is a member of the Association of Professional Responsibility Lawyers and a past chair of the ABA’s Law Practice Division. Micah attended Temple University both as an undergraduate (B.A., journalism) and for law school (J.D., 1991).
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