Avoiding Malpractice Claims and Disciplinary Complaints (1.0 Legal Ethics Participatory Credit)

Published by San Diego County Bar Association


Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

Getting named in a lawsuit or disciplinary complaint is an ever present risk for both experienced and novice attorneys and can impact attorneys in all practice areas. Two legal malpractice experts will advise on the latest best practices for avoiding claims and disciplinary complaints from clients and former clients.

Topics to be discussed:

- Client Intake Red Flags;
- Conflict of Interest;
- Communication and Confidentiality Missteps;
- Documenting Disengagement;
- Privilege (and the lack thereof) on Intra-Firm Communications; and
- Insurance 101.

Rian Jorgensen, Esq.
Senior Vice President - AHERN Insurance Brokerage
Rian is a Senior Vice President of AHERN Insurance Brokerage (AHERN). For 25 years, he has specialized in lawyers professional liability (LPL), along with related executive liability lines of coverage, such as directors & officers and employment...More
Douglas Pettit, Esq.
Shareholder/Vice President - Pettit Kohn Ingrassia & Lutz
Douglas A. Pettit has extensive trial and litigation experience in the areas of civil litigation, professional liability, employment law, healthcare, and product liability. He has tried over 30 cases in San Diego, Orange, and Los Angeles Counties....More

Originally Published

January 31, 2014

Program Titles and Supporting Materials

This program contains the following components:

  • Avoiding Malpractice Claims and Disciplinary Complaints - Video
  • Avoiding Malpractice Claims and Disciplinary Complaints - Audio
  • Avoiding Malpractice Claims and Disciplinary Complaints - Paper

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.

Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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