California
Attorney Ethics Counsel

Client solicitation

September 30, 2020

12 Steps to a Healthier Law Practice in 2020: Step 9 – Location Matters

Fall is here, but most of us are still at home … many of us with our kids! After months of sheltering-in-place and social distancing, I think we can all agree that location does matter. In November 2018, 69 new or amended California Rules of Professional Conduct (“CRPC”) were thrust upon California’s more than 250,000 […]

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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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April 09, 2018

California Supreme Court Overturns Jewel Doctrine

The Jewel doctrine is no more in California.  In Heller Ehrman v. Davis Wright Tremain, the California Supreme Court held that a dissolved law firm has no property interest in fees generated after dissolution for hourly matters that were in progress when the firm dissolved.  The immediate implication is that a lawyer who leaves a […]

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January 10, 2017

5 Law Firm Systems to Review for 2017

Properly managing a modern and profitable law firm in 2017 and beyond requires balancing vigilance and innovation.  The legal headlines are full of emerging risks to law firms, including confidentiality breaches and technology disasters.  The legal headlines are also full of competitive risks for law firms.  Passive management of a law firm, even a successful one, is […]

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