California
Attorney Ethics Counsel

Attorney-client relationships

March 29, 2022

Legal Ethics and Your Law Firm Partnership Agreement

You may agree that your firm’s partnership agreement, or shareholders’ agreement, and other firm governing documents, are critical to your firm’s business operations and success. And you would be right about that. But beyond business purposes, these firm agreements are critical to ensure compliance with your legal ethics duties. How so?  Well-developed and drafted firm […]

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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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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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