California
Attorney Ethics Counsel

Fiduciary duties

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.

MORE >
November 30, 2020

12 Steps to a Healthier Law Practice in 2020: Step 11 – Actions Speak Louder Than Words

“The duty of a lawyer, both to his client and to the legal system, is to represent his client zealously within the bounds of the law.” CA Bar Formal Opinion No. 2015-194 at 2 (citing Hawk v. Super. Ct. (1974) 42 Cal. App. 3d 108, 126).  Unfortunately, California’s laws do not set adequate boundaries. Without enforceable rules and laws, civility in California is merely aspirational.

MORE >
October 30, 2020

12 Steps to a Healthier Law Practice in 2020: Step 10 – Three’s A Crowd

Avoiding crowds is our reality at the moment in an effort to reduce the risk of contracting or spreading the COVID-19 coronavirus.  Perhaps lawyers should take a cue from this pandemic and incorporate a similar precaution into our law practice in an effort to avoid unnecessary risks of liability.

MORE >
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 […]

MORE >
August 24, 2020

12 Steps to a Healthier Law Practice in 2020: Step 8 – Communication is Key

How is summer over already? In November 2018, 69 new or amended California Rules of Professional Conduct (“CRPC”) were thrust upon California’s more than 250,000 lawyers. These rules were renumbered and reorganized to align with the American Bar Association’s (“ABA”) Model Rules and replaced the 46 ethics rules that California lawyers had been following for nearly 30 years.  Despite […]

MORE >