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How to Discuss Security with Your Estates and Trusts Clients

October 24, 2023
1.0 Credit
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About This Webinar:

Tune in for a special ethics CLE session* of KrauseCAST featuring Barron K. Henley, Esq., of Affinity Consulting Group!

Addressing security within your office is only half the battle. Unfortunately, your clients often don’t know how to protect their own data, and security is definitely a team sport.

Therefore, it’s important to educate your clients about proper security processes and make sure they are okay with the risks associated with electronic communication and storage (if you intend to use them). Nothing is without risk, but by exercising good practices, you and your client can fully enjoy all the benefits of technology and electronic collaboration.

In this session, we’ll discuss:

  • Your communication and confidentiality duties under the Rules of Professional Conduct
  • Security issues you should address in engagement agreements
  • Measures both you and your clients should employ for security
  • Client portals, email encryption, virtual private networks, and other best practices

Finally, we’ll cover the breach notification laws and how they impact lawyers. Reserve your spot for this crucial session today!


*1.0 hour Ethics CLE credit pending


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About the Presenter:
Barron K. Henley, Esq.

Barron K. Henley, Esq.

Partner – Affinity Consulting Group

Barron is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. An expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes, Barron regularly teaches CLE classes throughout the U.S. and Canada covering topics related to law practice management, technology, and ethics.

An alumnus of Ohio State University, Barron is a member of the American, Ohio, and Columbus Bar Associations. He is also a Fellow of the College of Law Practice Management and the American Bar Foundation. A member of the Ohio Supreme Court Commission on Technology and the Courts and the ABA Law Practice Management and RPTE Sections, Barron also serves as Vice Chair of the Joint Law Practice Management Group. Additionally, he serves on the ABA 2024 TECHSHOW Planning Committee.

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