California
Attorney Ethics Counsel

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

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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December 31, 2020

12 Steps to a Healthier Law Practice in 2020: Step 12 – Begin How You Want To End

2020 has shown us that so much in life is unpredictable, but your client relationships don’t necessarily have to be.  Although you can’t foresee or control every aspect of your dealings with your clients, there are certain precautions you can take to better manage your risk of liability and other headaches.  Start the new year off right by making sure that your engagement agreements are not only compliant and up-to-date, but that you set the tone for happy and healthy attorney-client relationships.

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