CLE Course Details

Legal Ethics 101: Avoiding Common Mistakes and Conducting your Practice with Honesty and Integrity

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Price: $65
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  • Description

    Conducting your business honestly and with integrity are keys to success. Utilizing the Illinois Rules of Conduct as a framework, this informative CLE course examines the typical mistakes made by newer attorneys, how to preemptively prevent them and address them after the fact. The course will explain common issues that arise with supervising attorneys, clients and opposing counsel. Fee setting, the management of trust accounts and case law related to marketing, multi-jurisdictional practice, malpractice and risk management will all be presented.

  • Instructor Bio

    Sari Montgomery

    Sari W. Montgomery has devoted her career to the law of lawyering, legal ethics and professional responsibility for more than twenty years.

    After more than a decade as Litigation and Senior Litigation Counsel at the Illinois Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), where she conducted hundreds of investigations and prosecuted dozens of cases before the ARDC Hearing Board, Sari decided to apply her extensive knowledge of the ARDC and legal ethics to helping lawyers who may be facing disciplinary proceedings or who otherwise need guidance on ethics matters. Since 2010, she has successfully represented lawyers at every stage of the disciplinary process from investigation and hearing, to appeals before the ARDC Review Board and the Illinois Supreme Court. Sari also represents bar applicants in navigating Character and Fitness proceedings and assists students when issues arise in taking the LSAT.

    In addition to defending lawyers in ARDC and bar admissions proceedings, Sari provides preventative consulting services and legal advice to lawyers regarding all manner of ethical and practice management issues. She has issued opinion letters on behalf of lawyers, law firms, government agencies, and law-related businesses to assist in clarifying their ethical obligations and to ensure their business models and procedures are consistent with the Rules of Professional Conduct. Sari also serves as an expert witness in legal malpractice matters.

    Sari is a leader in local, state and national bar associations. For more than a decade, she has been appointed to serve on the Illinois State Bar Association’s Committee on Professional Conduct (Past Chair) which drafts ethics opinions for the benefit of the Association’s more than 30,000 members. She was also appointed to serve on the ISBA President’s Special Committee on the ARDC Matching Services Study and the ISBA President’s Special Committee on Collaborative Law. Sari is a member of the Association of Professional Responsibility Lawyers (APRL) and serves as APRL’s liaison to the American Bar Association (ABA) Committee on Professional Regulation. She is also a member of the ABA Center for Professional Responsibility and the Chicago Bar Association.

    Sari also enjoys sharing her knowledge of the law of lawyering. She frequently presents at national, state, and local CLE programs and has taught as an Adjunct Professor at Loyola University Chicago School of Law. Sari is also a co-author of Ch. 13, Disciplinary Liability, Attorneys’ Legal Liability (IICLE®, 2018), Ch. 9, Ethical Considerations in Jury Trials, Inside & Outside the Jury Box (IICLE®, 2019), and is a contributing author of the forthcoming ABA Annotated Standards for Imposing Sanctions (American Bar Association Center for Professional Responsibility, 2019, 2nd Ed.).

    Sari earned her B.A. in Public Policy Studies from the University of Chicago and her J.D. from Loyola University Chicago School of Law.