OBLIC Loss Prevention & Ethics HOTLINE provides complementary loss prevention information and resources for OBLIC policyholders. If your inquiry requires special expertise or legal advice about a specific matter in ethics, we can set up an ethics consult with outside ethics counsel. In addition to the Ethics Hotline, our Loss Prevention team produces weekly articles on professional conduct and practice management and quarterly Malpractice Alert newsletters that share additional information on statutory changes, advisory opinions, and best practices. These resources are delivered straight to your inbox and available at OBLIC.com under the “Resources” tab.
We think you’ll find these Frequently Asked Questions and OBLIC resources helpful:
How long should I keep closed client files?
Best Practices – Closed Client Files
How do I respond to a request for client files?
Best Practices to Address Challenging Practice Situations – Request for Client File
Board of Professional Conduct Opinions Address Practice Issues
Do I need to have a succession plan?
What is “PMBR” and how does it affect me?
What should I consider when planning to retire?
Closing a Law Practice (Check List!)
Hotline Questions – Retirement Registration Status
Business Succession Planning: Mapping Your Road to Retirement
When would I need “tail” coverage?
What you want to know about “tail” coverage
What does “Of Counsel” involve?
Considering an “Of Counsel” Relationship
Hotline Question: Simultaneous Employment
I have questions about my firm name and letterhead – Can I practice under a trade name?
Hotline Questions – Firm Names & Letterhead
Ethical Considerations for Office Sharing
Common Questions: Firm Names Following Amendment of Rule 7.5
Can you assist with cyber security questions?
Cyber Security Tips: Multi-factor Authentication and Password Management
Cyber Security for Third-party Vendors
Cybersecurity: Ransomware Threats
Wire Transaction Fraud: Impact on All Areas of Practice
Do you have some “Best Practices” tips to share?
Do This One Thing to Reduce Your Risk
Best Practices – Office Procedure Manual
Probate Best Practice: Practice Tips to Avoid Malpractice Claims
We welcome the opportunity to speak directly with you to discuss your questions. If you’re not sure whether to call see When to Call OBLIC. We’re here to help!
| Gretchen K. Mote, Esq. Director of Loss Prevention Ohio Bar Liability Insurance Co. Direct: 614.572.0620 [email protected] |
Merisa K. Bowers, Esq. Loss Prevention Counsel Ohio Bar Liability Insurance Co. Direct: 614.859.2978 [email protected] |
This information is made available solely for loss prevention purposes, which may include claim prevention techniques designed to minimize the likelihood of incurring a claim for legal malpractice. This information does not establish, report, or create the standard of care for attorneys. The material is not a complete analysis of the topic and should not be construed as providing legal advice. Please conduct your own appropriate legal research in this area. If you have questions about this email’s content and are an OBLIC policyholder, please contact us using the information above.
