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Ethics 2024: Issues Arising From Corporate Transparency Act, Joint Representation, Artificial Intelligence, and UPL

Recording of a 90-minute CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Thursday, February 15, 2024

Recorded event now available

or call 1-800-926-7926

This CLE webinar will discuss four of the most predominant and pervasive legal ethics issues practitioners will need to face in 2024, why these new ethics issues are inescapable, and why they are evolving so quickly, as well as offer insights and strategies for ensuring compliance and avoiding missteps.


The program will address four key issues that are creating new ethical issues. The Corporate Transparency Act will be discussed in terms of compliance and law firm management. Law firms must resolve these issues if they are involved in preparing or filing formation documents.

Common pitfalls inherent in joint representations continue to present unique questions. From getting informed consent and conflict waivers to analyzing issues that arise when the clients’ interests cease to align, attorneys representing multiple parties must ethically navigate their way through the representation.

Artificial intelligence raises many ethical concerns, but as firms move forward, they must develop and then maintain appropriate policies and procedures to ensure compliance with a lawyer's duty to supervise lawyer and non-lawyer staff both inside and outside of the courtroom.

Finally, the panel will take up current unauthorized practice of law issues related to remote practice and multijurisdictional practice. This portion of the seminar is designed to provide practitioners with a general framework for analyzing whether conduct is permissible multijurisdictional practice or whether it crosses the line into UPL territory.

Listen as this preeminent panel targets both key and pressing issues for practitioners to keep in mind throughout their practice in 2024.



  1. Introduction and applicable ethical rules
  2. Corporate Transparency Act (Model Rules 1.1, 1.2, 1.4, & 1.16
  3. Avoiding pitfalls of joint representations (Model Rule 1.7)
  4. Artificial intelligence and the duty to supervise (Model Rules 1.1, 1.6, 3.3, 5.1, & 5.3 and FRCP 11)
  5. Unauthorized practice of law issues (Model Rule 5.5)
    1. Remote practice
    2. Multijurisdictional practice


The panel will review these and other critical issues:

  • What compliance and law firm management considerations are created by the Corporate Transparency Act?
  • When should lawyers be concerned to take on joint representations?
  • AI programs and the ethical implications of same
  • What types of conduct puts lawyers at risk for engaging in UPL?


McClurg, Amy
Amy G. McClurg

Assistant Counsel
Thompson Hine

As a member of Thompson Hine’s Office of General Counsel, Ms. McClurg conducts research and advises the...  |  Read More

Roach, Jennifer
Jennifer S. Roach

Thompson Hine

Ms. Roach focuses her practice on litigating unfair competition, intellectual property, trade secret...  |  Read More

Schneider, J.A.
J.A. Schneider

Thompson Hine

Mr. Schneider handles complex business and construction litigation, as well as litigation and counseling in matters...  |  Read More

Wood, Kathryn
Kathryn S. Wood

Dickinson Wright

Ms. Wood focuses her practice on employment litigation, commercial litigation and appellate practice, including...  |  Read More

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