By Richard D. Hendlin
When the new and revised Rules of Professional Conduct become effective on November 1, 2018, California will finally join the other 49 states which have already adopted some version of American Bar Association (ABA) Model Rule 4.1 “Truthfulness in Statements to Others.” California’s Rule 4.1 provides: Read More
By James Wheeler
According to California’s Employment Development Department, San Diego is home to more than thirty thousand small businesses of between five and fifty employees.[1] As a trusted advisor to these growing businesses, you may have observed that one of your clients would benefit from a level of financial expertise beyond the capabilities or capacity of their existing leadership. Most of these small to medium-sized companies are not large enough to justify a senior financial leader on a full-time basis and may not have considered retaining with a fractional CFO (“fCFO”). As an attorney and advisor, you may want to learn about what a fractional CFO can do to help their business. Read More
By Michael McDonald
Representing a client in a trust and estate dispute has a lot of similarities to client representation in a more traditional civil dispute. It also has a lot of differences. When taking on a trust dispute, it is important to recognize both the similarities and differences to achieve ultimate success. Although not an exhaustive list, here are some points for consideration when representing clients in trust and estate disputes. Read More
If you believe your insurance company has acted in “bad faith” it may be helpful to know a few basic things. Here is some information to help you out: Read More
By Jennifer Gilman
On May 10, 2018, the California Supreme Court approved a comprehensive set of New Rules of Professional Conduct (New Rules) for California lawyers, which take effect November 1, 2018. Many attorneys are contemplating what the New Rules will mean for them in their everyday practice. In his article “What New Rules? I Barely Know the Old Ones,” Ed McIntyre discussed some of the key changes and highlighted areas where the practice of litigation will see significant changes. Read More
Message from the Social Events Chair
June 16, 2022
Message from the Editor of For the Record
September 14, 2021
Application of CRPC 1.15 to Government Lawyers
February 20, 2024
January 19, 2024