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

Published by San Diego County Bar Association


Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

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.

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 responsibility, and the law of lawyering, including advising lawyers and law firms, State Bar defense, and expert witness...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, Employment and Commercial Litigation practice groups. Mr. Deitz has tried multiple cases to verdict, including a statewide class...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 constitutional law claims, wrongful death cases, automobile collisions, dangerous condition/premises liability cases, trip-and-fall...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 recovery solutions company. Her work focuses on government regulation, compliance, and civil litigation. Kelly serves on the Board...More

Originally Published

August 17, 2018

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

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.


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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Bundles Available

This program is also offered in the following bundles:

*25 Hour CLE Bundle (Includes all required credits for CA State Bar Compliance)

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