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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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May 22, 2020

12 Steps To A Healthier Law Practice In 2020: Step 5 – Sharing Is Caring

This article comprehensively explores California's Rule of Professional Conduct 5.4 and the access to justice debate in California and around the country concerning whether lawyers should be permitted to share legal fees and law firm ownership with nonlawyers as highlighted by the recent California litigation involving LegalMatch.com and the antiquated rules and regulations of lawyer referral services.

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May 11, 2018

California Supreme Court Approves Major Revisions to Ethics Rules

The California Supreme Court yesterday approved a significant overhaul of California’s legal ethics rules, moving California’s rules closer to the structure of the ABA’s Model Rules for the first time. The Court’s Order approved 27 rules as submitted last year by the State Bar’s Commission for the Revision of the Rules of Professional Conduct, 42 […]

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July 12, 2016

Tracking Proposed Revisions to California’s Rules of Professional Responsibility

California’s Commission for the Revision of the Rules of Professional Responsibility has proposed 68 new and amended rules for attorneys, and is seeking public comment on the  proposed rules.  California is the only state that whose professional responsibility rules do not track the ABA Model Rules.  The Commission has issued an Executive Summary detailing the proposed and […]

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January 11, 2016

5 Reasons to Seek Independent Outside Ethics Counsel

Attorneys tend to view ethics compliance as something very personal, and firms correctly views ethics issues as an internal matter.  Attorneys would not hesitate to engage outside counsel if a legal malpractice claim arose, but many do not yet have dedicated outside ethics counsel to advise as part of ongoing daily firm operations.  Increasingly, there […]

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