California
Attorney Ethics Counsel

Legal ethics audits

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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January 14, 2020

12 Steps to a Healthier Law Practice in 2020: Step 1 – Take Responsibility

The criterion that each California lawyer is responsible for his or her own competent (Rule 1.1) and diligent (Rule 1.3) ethical conduct is not new; however, three new ethics rules make clear how a lawyer can be held responsible for the conduct of others as well.

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May 17, 2017

Your Ethical Duties to Plan for Law Practice Succession

Unlike some states, California does not have specific legal ethics rules that require attorneys to adopt a law practice succession plan, there are several Rules of Professional Conduct that impose equivalent duties to plan.  It’s not always easy to think about circumstances that could render you unable to continue practicing law–accidents, illness, disability, planned or unplanned retirement, or untimely […]

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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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