Ethics for Transactional Attorneys

    /Randy  /Berholtzspeaker of compliance global
    Speaker: Randy Berholtz
    Duration: 60 Minutes
    Product Code: 700189
    Level: Beginner
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Ethical considerations fundamental to transactional practice in California. This webinar offers attorneys entering a transactional practice in California with an understanding of the ethical issues at work, they will encounter, and tracks the evolution in a mock client’s legal needs as it grows.

why should you attend

Practicing attorneys must be aware of the contents of the California Rules of Professional Conduct and how they apply to the real world, especially because they are significantly different from the ABA Model code. Anytime you are asked to give a legal opinion, negotiate a contract, or prosecute intellectual property, you are working in the transactional sphere of the law. A common yet less discussed area of the law, transactional work lends itself to broader array of ethical issues, particularly with regards to communication. Attorneys who are unsure about their desired career path or intend to have a blended transactional and litigation practice will find value in being aware of what ethics issues are likely to arise during the course of a client relationship.

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Areas Covered

Understand and anticipate the fundamental ethical issues that may arise while providing transactional legal services in California.

Learning Objectives

Ethical issues underlying in nearly any transactional practice in California, including:

  • Prospective clients
  • Competency
  • Fee agreements
  • Communication
  • Investigations
  • Supervision and 
  • Discharging client


  • Newly licensed California attorneys
  • Future employers
  • Human Resources
  • Legal Professional
  • General Counsel
  • Lawmakers


Randy Berholtz is an attorney with over 22 years experience as outside counsel with large law firms in New York and San Diego and also as general counsel to three companies. He is an expert in the business aspect of legal practice, the use of multi-media sources and intellectual property law. Randy is an Adjunct Professor at the Thomas Jefferson School of Law and has taught business law, technology externship and intellectual property law courses previously at the University of San Diego School of Law, the Rady School of Business at the University of California at San Diego and at the Keck Graduate Institute of Applied Life Sciences at the Claremont Colleges.

He is the Vice President, Programs at the Association of Corporate Counsel in San Diego and was the co-developer of the Practicing Law Institute's Seminars on Biotechnology Law. He has as BA in political economy from Cornell, an M. Litt in Politics form Oxford where he was a Rhodes Scholar and a JD from Yale where he was Senior Editor of the Yale Law Journal. He clerked for a judge on the U.S. Court of Appeals for the Fifth Circuit.

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