Nary a week goes by without your author being asked how long we have to keep our files in storage. I would like to be able to give you a definitive answer, but there isn’t one. The state bar’s Committee on Professional Responsibility and Conduct (COPRAC), however, is venturing into the area and you are likely not going to like it. Read More
Independence is often referred to as one of the core values of the legal profession. This value is reflected in American Bar Association Model Rule 5.4, entitled “Professional Independence of A Lawyer.” Model Rule 5.4(a) provides that a “lawyer or law firm shall not share legal fees with a non-lawyer …” with some narrow exceptions. Model Rule 5.4(b) forbids a lawyer from forming a partnership with a non-lawyer “if any of the activities of the partnership consist of the practice of law.” Subsection (c) of the Model Rule states that a “lawyer shall not permit a person who recommends, employs, or pays the lawyer to render legal services for another to direct or regulate the lawyer’s professional judgment in rendering such legal services.” Finally, Model Rule 5.4(d) says that a lawyer may not practice in the form of a professional corporation or other association if a non-lawyer holds any interest in the entity, is a director or similar member of the control group, or otherwise has the right to control the professional judgment of the lawyer. The rationale is that non-lawyers, unbound by the lawyer’s professional obligations, may make decisions that are not in the clients’ best interest in the name of more profit for the business entity.Read More
The business of being a lawyer is not unlike other businesses in the sense that we rely on satisfied customers (clients) to establish, build and maintain a successful practice. Word of mouth and recommendations are an integral part of that process. In the modern age, online review sites have become ubiquitous. Avvo, Google, Martindale-Hubbell, and Yelp, are some of the most well-known on which someone can post a review of a lawyer’s services. Read More
Whether you are a new lawyer or highly experienced in the practice of law, referrals of legal work are central to developing a successful law practice. This article addresses some of the important ethical considerations in giving and receiving referrals of legal work. Read More
Ethical Considerations When Working with Other Counsel
By Irean Zhang
The old adage “two is better than one” certainly rings true in today’s legal world. A complex civil matter can involve national counsel, local counsel, trial counsel, and appellate counsel. Co-counseling combines the expertise and experience of multiple lawyers, which can provide benefits to the client and to counsel, including compliance with Rule 1.1 of the California Rules of Professional Conduct regarding competence. However, lawyers will do well to keep the following in mind before they agree to a co-counseling arrangement. Read More