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Webinar: Joint Representation and Advance Waivers-Issues to Consider

June 29, 2021 @ 12:00 pm 1:30 pm

1.5 Hours MCLE; 1.5 Legal Ethics

Joint representation and advance waivers are topics that increasingly arise, either because there are different attorneys from the same firm working on the same matter with different parties or because the clients have requested joint representation.  This webinar will examine the ethical issues that should be considered before a law firm or attorneys decide to provide joint representation on a matter.  It will also review advance waivers and what is necessary for them to be effective. The webinar will examine these issues in both the transactional and litigation contexts. It will also discuss the on-going responsibilities of the attorneys, and the steps that attorneys must take when an actual conflict of interest occurs.

Speakers: Dianne Jackson McLean and Carl Chamberlin.

Carl W. Chamberlin is an attorney, Vice-Chair of the Legal Ethics Committee of the Bar Association of San Francisco, and an adjunct professor at the University of California, Hastings College of the Law, where he has taught Trial Advocacy and other courses since 1999.

From 1985 to 1999, Mr. Chamberlin practiced law at Orrick, Herrington & Sutcliffe, focusing on intellectual property and complex civil litigation in federal and state courts. While there, he was named Chair of the Internet and Computer Litigation Group and received community awards for his pro bono activities. He also prosecuted cases as an Acting Assistant District Attorney for the San Francisco District Attorney’s Office and served local courts as an arbitrator and judge pro tem. Since 1999, he has worked for the California Court of Appeal as a Lead Appellate Court Attorney.

Mr. Chamberlin has taught trial skills, deposition skills, motions practice, mediation, negotiations, legal strategy, and appellate advocacy through the National Institute for Trial Advocacy since 1992, most recently creating programs on remote depositions. He has also taught courses for the California Center for Judicial Education and Research and the Continuing Education of the Bar. His publications include the textbook, “Trial Advocacy: Strategy, Evidence, Skills and Ethics,” as well as numerous articles on civil litigation, legal ethics, and Internet law.

Dianne Jackson McLean is a partner in the firm with extensive experience in the areas of community economic development, real estate, tax exempt financing, relocation, land use, municipal law and housing experience. Her practice includes representation of public housing authorities, cities and counties, and nonprofit housing developers in all aspects of affordable housing projects, including multifamily, senior, and mobilehome park rental projects and first-time homebuyer ownership projects.

Ms. Jackson McLean focuses on transactional real estate matters involving the development and preservation of affordable housing and mixed finance projects. She specializes in transactions which utilize local, state and federal assistance, including tax credits, tax-exempt bonds, HOPE VI, HOPE SF, RAD, HOPE I, AHP, HCD MHP, Section 8, CDBG, and HOME. Ms. Jackson McLean represents housing authorities in the development of new affordable housing communities and related developments in San Francisco and Richmond. She currently serves as general counsel to the San Francisco Housing Authority.

Ms. Jackson McLean is a frequent lecturer on affordable housing issues and ethics issues.

Ms. Jackson McLean is the Chair of the Ethics Committee of the Bar Association of San Francisco and is a member of the Ethics Committee of the California Lawyers Association.”

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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