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Webinar: Performing Nonlegal Services? Mind Your Ethical Duties

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January 14, 2021 @ 12:00 pm 1:00 pm

1 Hour MCLE; 1 Legal Ethics. Special low price!

This program will provide an overview of the Rules of Professional Conduct (and other ethical constraints) that might be applicable to those activities commonly engaged in by real property practitioners that may go beyond or fall outside the practice of law. Through the use of hypotheticals, the program will explore the implications for practitioners who, for example, might act as real estate brokers or agents, property managers, or land use consultants, or provide title insurance or escrow services, or serve as expert witnesses in real estate-related disputes.

Moderator: Neil J. Wertlieb. Speakers: Rachelle Cohen and Suzanne Burke Spencer.

Moderator: Neil J Wertlieb is an experienced transactional lawyer, educator and ethicist, who provides expert witness services in disputes involving business transactions and corporate governance, and in cases involving attorney malpractice and attorney ethics.

Mr. Wertlieb is a Founding Member and current Co-Chair of California Lawyers Association Ethics Committee. He is also a former Chair of the Business Law Section and both its Corporations Committee and Business Litigation Committee, and a former Chair of the Ethics Committees of both the California State Bar and the Los Angeles County Bar Association.

Mr. Wertlieb has practiced transactional law for over three decades, most recently as a Partner at Milbank LLP, where his practice focused primarily on acquisitions, securities offerings and restructurings. He is currently an Adjunct Professor at UCLA School of Law, UC Berkeley School of Law, and Santa Clara School of Law, where he teaches transaction skills. He is also a Senior Advisor, Milbank@Harvard, at Harvard Law School Executive Education, and the General Editor of Ballantine & Sterling: California Corporation Laws, a 7-volume treatise on the laws governing corporations and other business entities in California.

Mr. Wertlieb received his law degree in 1984 from the UC Berkeley School of Law, and his undergraduate degree in Management Science from the School of Business Administration also at the University of California at Berkeley. He also served as a Judicial Extern for Justice Stanley Mosk on the California Supreme Court.

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Rachelle Cohen is a principal in Kehr, Schiff, Crane & Cohen, LLP in Los Angeles. Her practice focuses on advising on legal ethics issues and assisting clients with their business transactions.

Rachelle is a Vice Chair of the California Lawyers Association (CLA) Ethics Committee. She also is a member of the Los Angeles County Bar Association Professional Responsibility and Ethics Committee. She has been a Vice Chair of the Executive Committee of the CLA Business Law Section and a Chair of the CLA’s Partnerships and Limited Liability Companies Committee and is currently a Co-Chair of the CLA’s Corporation’s Committee.

Rachelle speaks frequently and has written about legal ethics issues and corporate and transactional issues, and has been a lecturer at the USC Gould School of Law.

Suzanne Burke Spencer is the managing shareholder of Sall Spencer Callas & Krueger, a business litigation firm in Laguna Beach, California. She practices in the areas of professional malpractice and attorney ethics as well as complex business and real estate litigation, including legal malpractice, partnership and business disputes, real estate and foreclosure, derivative actions, unfair business practices, contract disputes, and attorney fee and lien disputes. Ms. Burke Spencer has authored or contributed to numerous articles relating to professional responsibility and attorney ethics. Ms. Burke Spencer has frequently lectured on attorney fees disputes, legal ethics and risk management in public and private seminars.

Ms. Burke Spencer was appointed to the California State Bar’s Committee on Professional Rules and Conduct (COPRAC) commencing October 2012, and served as Chair from 2016-17. She is also co-chair of the Orange County Bar Association’s Professionalism and Ethics Committee, a member of the OCBA Civility Task Force, and a member of the California Lawyers Association Ethics Committee and of the California Lawyers Association inaugural Ethics Committee. Ms. Burke Spencer is also a member of the Standing Committee on Discipline for the United Stated District Court, Central District of California.

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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