California
Attorney Ethics Counsel

Current and Timely Information and Analysis About California Attorney Ethics in Practice

December 27, 2021

California Ethics Opinions of 2021

With the new year quickly approaching, there is no better time than now for lawyers to take stock of their ethical obligations in order to minimize any risks of liability in the new year.  A review of the ethics opinions published in California over this last year is a great place to start.  Although ethics […]

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August 16, 2021

Can a Trust Hold Ownership of a Law Firm? Nope.

A common question in our practice is whether a trust can hold an ownership interest in a California law firm. This issue arises because partners who have a revocable living trust as part of their estate planning wish to hold all of their assets, including law firm ownership, in the trust to obtain its tax, […]

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June 16, 2021

Ethical Issues in Succession Planning at Your Firm

Planning for succession at your firm is a good idea for business reasons. It may mean that you can retire comfortably, having been compensated for the business you built, or it may mean that your family has a clear picture of what to expect if something unexpected should happen. Most importantly, however, a proper succession […]

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May 12, 2021

Check Yourself on Attorney-Client Trust Accounts

Legal headlines recently have been awash in tales of wrongdoing related to attorney-client trust accounts. While your own trust account issues are, hopefully, less serious than grand theft, it’s a reminder that California law firm partners and managers should periodically review the rules for attorney-client trust account and regularly review compliance with the Rules. Here’s […]

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April 01, 2021

Ethics Guidance For the New Normal of Attorney Work

As optimism grows for a return to some semblance of normal life, and the potential end of the pandemic may be in sight, California law firms are starting to face questions related to the details of their attorneys’ post-pandemic work life. Many of the questions related to attorneys working remotely already have come up. And […]

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