A common question in our practice is whether a trust can hold an ownership interest in a California law firm. This issue arises because partners who have a revocable living trust as part of their estate planning wish to hold all of their assets, including law firm ownership, in the trust to obtain its tax, […]
As optimism grows for a return to some semblance of normal life, and the potential end of the pandemic may be in sight, California law firms are starting to face questions related to the details of their attorneys’ post-pandemic work life. Many of the questions related to attorneys working remotely already have come up. And […]
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.
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 […]
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 […]