Ethics Law Section - Virtual MCLE Lunch Meeting

ETHICS SECTION MEETING

INTAKE MATTERS: ETHICAL DUTIES TO PROSPECTIVE CLIENTS

1. Why intake Is an Ethical Event, Not a Clerical Task;

2. Paralegals are often the "face of the firm" during this critical stage; and

3. Avoiding Unauthorized Practice of Law (UPL).

Presented By: Thomas Pokladowski, ESQ.

Thomas Pokladowski is a is California licensed attorney currently working for Progressive Insurance, where he collaborates with attorneys and paralegals to find innovations in the delivery of the company's legal services. He also has experience directing and teaching for ABA-approved paralegal programs. He serves on the NALA Certifying Board.

OCPA is a State Bar of California Approved MCLE provider and certifies that this event qualifies for MCLE ETHICS CREDIT 1.0.

$10.00 for OCPA Members only.

$20.00 for Non-Members.

$5.00 for OCPA Students only

Per OCPA Policy, please pay via Paypal, Debit or Credit Card on the website. Check or cash payments are not accepted. 

*Cancellation Policy* - If you need to cancel your registration, please e-mail vptechnology@ocparalegal.org at least 48 hours prior to the event in order to receive credit for a future meeting. No refunds will be issued.