California
Attorney Ethics Counsel

Legal ethics audits

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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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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