Estates and Probate/Elder/Tax Law Track
Insurance Programs for the Bar
Session C: 2:15 p.m. – 3:45 p.m.
Attend this program and earn up to 7.5 percent premium credit off two years on professional liability insurance offered through the CBA exclusively endorsed program, underwritten by CNA.
Presented by lawyers for lawyers, this program will focus on providing valuable instruction, practical guides, checklists, risk control, and recommendations to help lawyers safely navigate today’s complex legal environment and assist them in minimizing professional liability risk. Topics include identifying risk in business transactions, civil litigation, emerging technology, practice errors, and complying with ethical and professional obligations.
You will learn:
- About data security and privacy risks for law firms
- About client files and document retention
- Managing legal outsourcing risks
is a member of Pullman & Comley’s Litigation Department and leads its Professional Liability Section. He practices in the areas of professional liability, commercial litigation, appeals and administrative proceedings. Attorneys, law firms, CPAs and health care professionals seek David to represent them in malpractice, licensing, court sanctions and disqualification proceedings, ethics and disciplinary (grievance) matters. His extensive experience includes handling disputes among owners of professional service practices including physicians and attorneys. Firms and corporate legal departments frequently engage David for risk management consultations as well as an expert witness on legal ethics and professional liability issues.
He has served as a court appointed mediator in civil cases as part of the Special Masters Dispute Resolution Program of the United States District Court for the District of Connecticut. David mediates disputes between co-owners of professional service practices as an alternative to litigation. He is a member of the American Health Lawyers Association (AHLA) and its section on mediating disputes involving health care professionals. He also is a current board member of the national Association of Professional Responsibility Lawyers (APRL) whose members include recognized leaders in the fields of attorney discipline and legal malpractice defense
A sought after writer and speaker, David has written and spoken widely on attorney discipline, legal ethics and law office risk management. He co-authored “Attorney Advertising in Connecticut: Everything You Need to Know about the New Era of Oversight and Regulation,” (Connecticut Lawyer); “Conflict Waivers: When in Doubt, Spell It Out,” (Connecticut Lawyer); “Responding To a Disciplinary Complaint: The Do’s and Don’ts,” (Connecticut Law Tribune); and “Advancing Client Costs: Pitfalls and Changes in Rule 1.8(e),” (Connecticut Law Tribune). He authored “The Duty To Report Client Misconduct and The Client Veto,” (Connecticut Law Tribune) and “Contacts With An Opposing Party’s Employees: When Is A Witness Off Limits?” (Connecticut Law Tribune).
Jim is the Liaison Partner for the Hartford office of Morrison Mahoney LLP. He has been with the firm since 1991 and a partner since 1997. Jim’s practice concentrates in the defense of non-medical professionals including attorneys, design professionals, real estate brokers, insurance agents, and accountants. He represents his professional clients in the trial and appellate courts as well before administrative agencies. Jim also defends clients in employment claims involving allegations of: discrimination; retaliation; misappropriation of trade secrets and related claims. Additionally, he is frequently retained by clients to handle high exposure and complex matters in the areas of products liability, trucking and premises liability.
Along with his litigation work, Jim provides counseling and risk management services to professional clients on ethical issues and risk avoidance. He is a frequent presenter of seminars on issues related to legal ethics and risk management for attorneys and has made risk management presentations before the Connecticut Bar Association (2006-2014), Hartford Bar Association, Fairfield County Bar Association, Stamford Bar Association, and Connecticut Trial Lawyers Association.
CLE Credit: 1.5 Hours (Ethics)