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Self-Paced Online

Ending a Client Relationship - Duties in Connection with the Termination of Representation (1.0 Legal Ethics Participatory Credit)

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Program is also part of these bundles:

*2020-2021 25 Hour CLE Bundle
*2020-2021 6 Hour Special Credit Bundle

Date Published

August 17, 2018


San Diego County Bar Association


Legal Ethics


For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.


There are important steps to take when you decide to end a client relationship, with important ethical responsibilities including the duty of confidentially. This program will explore the basis for permissive and mandatory withdrawal from representation, along with the procedural requirements for withdrawal. Our expert panel will also cover requirements for turning over the client file and for refunding legal fees at the conclusion of the representation and attorney discipline in connection with improper withdrawal.

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Carole J. Buckner, Esq.
General Counsel - Procopio, Cory, Hargreaves and Savitch, LLP

Carole represents lawyers and law firms and serves as an expert witness. Her practice focuses on legal ethics, professional... Read More

Eric R. Deitz, Esq.
Partner - Gordon & Rees LLP

Eric R. Deitz is a partner in Gordon & Rees' Southern California offices and a member of the Professional Liability,... Read More

Jennifer K. Gilman, Esq.
Attorney - Frantz Law Group APLC

Jennifer Gilman is a trial attorney whose experience includes litigating personal injury cases, civil rights and... Read More

Kelly Knepper-Stephens, Esq.
General Counsel - Stoneleigh Recovery Associates, LLC

Kelly Knepper-Stephens is General Counsel and Chief Compliance Officer for Stoneleigh Recovery Associates, LLC, a debt... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Nuts & Bolts Series: Ending a Client Relationship - Video
Nuts & Bolts Series: Ending a Client Relationship - Paper
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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SeminarWeb and San Diego County Bar Association programs are non-refundable.

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