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Unauthorized Practice of Law: Keeping Pace with Changing Ethical Boundaries 2025

Content Provider
American Law Institute CLE
Product
CLE
Run Time
92 Minutes
Recording Date
02/12/2025
Presenter(s)
Jan L. Jacobowitz, Peter R. Jarvis
Learning Method
On-Demand Training
Practice Area
Ethics
Persona
CLE OnDemand

Price $259.00

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Description

Public protection has long been the reasoning behind lawyer licensing and regulation, yet the ever-growing market of DIY services and the increasing client demand for efficiency have forced a revolution upon the practice of law. Further, traditional legal services have become so expensive as to be inaccessible to many Americans. As a result, non-lawyers – whether computers or humans working in law-adjacent fields - are taking on an increasingly larger role in the delivery of legal services as well as providing critical access to justice. How do we strike a balance between broad access, sustainability, and maintaining integrity in the profession? What can non-lawyers or machines do without running afoul of UPL (unauthorized practice of law) restrictions? This webcast explores these questions and more. Join our ethics experts for a better understanding of what actions fall within the definition of “practicing law” in the 21st century, what non-lawyers can do and what exceptions apply, and the ethical implications of embracing technology. Topics to be discussed include: > Defining what legal tasks non-lawyers and entities can and cannot do > Exceptions to the UPL and why the rules are outdated and ambiguous > Application of the attorney-client privilege and whether a fiduciary relationship is created without a lawyer > The use of AI and other developing technologies within and outside of legal practice > How refining and redefining UPL can provide greater clarity and improve access to legal services This ethics program will benefit all practicing lawyers and others working in the legal industry.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.50Ethics12/31/2025
AlaskaApproved1.50EthicsOn-going
ArizonaApproved1.50EthicsOn-going
ArkansasApproved1.50EthicsOn-going
CaliforniaApproved1.50Ethics02/11/2030
ColoradoApproved2.00Ethics12/31/2027
ConnecticutApproved1.50EthicsOn-going
DelawareApproved1.50Ethics02/11/2027
FloridaPending State Response0.00
GeorgiaApproved1.50Ethics12/31/2025
HawaiiApproved1.50Ethics02/12/2027
IdahoApproved1.50Ethics02/11/2030
IllinoisApproved1.50Ethics05/18/2027
IndianaApproved1.50Ethics06/23/2026
IowaApproved1.50Ethics02/11/2026
KansasApproved1.50Ethics05/18/2026
KentuckyPending State Response0.00
LouisianaApproved1.53Ethics05/18/2026
MaineApproved1.50General06/30/2027
MinnesotaPending State Response0.00
MissouriApproved1.80GeneralOn-going
MontanaApproved1.50Ethics02/12/2028
NebraskaApproved1.53Professional Responsibility02/11/2027
NevadaApproved1.50Ethics12/31/2028
New HampshireApproved1.50Ethics02/11/2028
New JerseyApproved1.50EthicsOn-going
New MexicoApproved1.50Ethics02/11/2030
New YorkApproved1.50EthicsOn-going
North CarolinaApproved1.50Ethics02/28/2026
North DakotaApproved1.50Ethics02/12/2028
OhioPending State Response0.00
OklahomaApproved2.00Ethics06/01/2026
OregonApproved1.50Ethics02/12/2028
PennsylvaniaApproved1.50Ethics05/18/2027
Puerto RicoApproved1.53Ethics07/13/2026
Rhode IslandApproved1.50Ethics06/30/2026
South CarolinaApproved1.53Ethics12/31/2025
TennesseeApproved1.53Ethics05/18/2026
TexasApproved1.50Ethics05/31/2026
UtahApproved1.50Ethics12/31/2025
VermontApproved1.50EthicsOn-going
VirginiaApproved2.00Ethics10/31/2025
WashingtonApproved1.50Ethics02/11/2030
West VirginiaApproved1.84EthicsOn-going
WisconsinApproved1.50GeneralOn-going
WyomingApproved1.50Ethics05/18/2026

Speakers