California
Attorney Ethics Counsel

Fiduciary duties

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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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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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.

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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.

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