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Obligations and Ethical Considerations for Attorneys Serving on Nonprofit Boards

Understand the difference between being a board member and being an attorney rendering legal advice to a nonprofit organization.

Many attorneys volunteer and take pride in their service on nonprofit boards of directors. However, such service must take into consideration both their ethical duties detailed in the Model Rules of Ethics, which have in large part been adopted by many states, and the impact such representation may have on their lives as private persons. This information will identify situations in which an attorney's actions outside of their practice of law crosses over with the ethical requirements of attorneys. The information will also explore the duties of nonprofit board members and how such duties intertwine with their ethical mandates of the rules of professional conduct.

Runtime: 50 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Establish Topic Points

  • Ethical Considerations
    • Model Rules of Professional Conduct
  • Explore Accidental Representation
    • How Relationships Are Formed
  • Discuss
    • Board Member Duties in Relation to Ethical Considerations
  • The Model Rules of Professional Conduct Are Intended to Govern Behavior in Both Professional Capacity and Personal Life
    • Preamble of the Model Rules Explored
    • Impact Rules Have on Professional Capacity
    • Impact Rules Have on Private Lives and Intention of Parties
  • Model Rules of Professional Conduct
    • Rules Governing Behavior and Duties to Clients/Nonclients
  • What Constitutes a Relationship?
  • How Is a Relationship Formed?
  • How to Avoid the Creation of an Accidental Relationship

Ethical Considerations

When an Attorney Client Relationship Is Formed

Duties of a Board Member of Nonprofit Board

  • Obligations of a Volunteer Board Member
    • Duty of Candor
    • Duty of Loyalty
    • Duty of Obedience
  • Is There a Higher Standard for Attorney Board Members?
  • How to Act as Attorney Board Member
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at ondemandinfo@lorman.com or call us at 866-352-9540.

This course was last revised on May 23, 2019.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 0.75 including Ethics 0.75
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 0.75 CLE hours of participatory credit, of which includes 0.75 hours of ethics credit.
     
  • FL CLE 1.0 including Ethics 1
     
  • This course has been approved by The Florida Bar for 1.0 hour(s) of CLE credit, including 1.00 hour(s) of ethics credit. Course classification: Intermediate level.
     
  • NJ CLE 1.0 including Ethics 1
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total CLE credit. Of these, 1.0 qualify as hours of credit for ethics/professional responsibility.
     
  • NY CLE 1.0 including Ethics and Professionalism 1
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for credit for established attorneys only. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OK CLE 1.0 including Ethics 1
     
  • This course has been approved by the Mandatory Continuing Legal Education Commission of Oklahoma for a maximum of 1.0 hours credit, of which 1.00 hours are credits covering legal ethics.
     
  • RI CLE 1.0 including Ethics 1
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 1.00 hours of ethics credit.
     
  • WV MCLE 1.1 including Ethics 1.1
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.1 MCLE hours, including 1.1 hours of ethics credit.
     
  • NALA 0.83 including Ethics 0.83
     
  • This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for 0.83 hours, including 0.83 hours of ethics credit.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 0.75 including Ethics 0.75
     
  • Arizona CLE 0.75 including Ethics 0.75
     
  • CA MCLE 0.75 including Ethics 0.75
     
  • CT CLE 0.5 including Ethics 0.5
     
  • GA CLE 1.5 including Ethics 1.5
     
  • IL CLE 0.75 including Legal Ethics 0.75
     
  • ME CLE 0.5 including Ethics 0.5
     
  • NJ CLE 1.0 including Ethics 1
     
  • NV CLE 0.5 including Ethics 0.5
     
  • NY CLE 1.0 including Ethics and Professionalism 1.5
     
  • UT CLE 0.5 including Ethics 0.5
     
  • WA CLE 0.75 including Ethics 0.75
     
  • WV MCLE 1.1 including Ethics 1.1
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • AK CLE 0.75 including Ethics 1.5
     
  • Arizona CLE 0.75 including Ethics 1.5
     
  • CA MCLE 0.75 including Ethics 1.5
     
  • CT CLE 0.5 including Ethics 1.5
     
  • IL CLE 0.75
     
  • ME CLE 0.5
     
  • NJ CLE 1.0 including Ethics 1.8
     
  • NV CLE 0.5 including Ethics 1.5
     
  • NY CLE 1.0 including Ethics and Professionalism 1.5
     
  • UT CLE 0.5 including Ethics 1.5
     
  • WA CLE 0.75 including Ethics 1.5
     
  • WV MCLE 1.1 including Ethics 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David A. Firmin

David A. Firmin

Altitude Community Law

  • Managing partner with the law firm of Altitude Community Law, P.C.
  • Has an extensive background in real estate law and development issues including formation and creation of homeowners associations
  • Formerly worked with Ryland Homes and K. Hovnanian Homes handling land acquisitions, land entitlements, corporate governance and special districts
  • Worked with the Wheat Ridge Housing Authority and the Douglas County Housing Partnership setting up homeowner associations for low-income affordable housing developments
  • Served on the CAI-RMC Spring Showcase Committee for multiple years, has been a presenter at the CAI – Law Seminar and is a current member of the CLAC
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 402887
Published 2019
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