Complying with the New Trust Accounting Rules

On January 9, 2019, I will be leading a webinar on behalf of the Continuing Education of the Bar for California titled "Complying with the New Trust Accounting Rules." The new California Rules of Professional Conduct expand what fees must be deposited into a trust account. My program will cover what fees need to go …

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Key Legal Updates to Start the Year Right

I'm helping kick off 2019 with two colleagues from Procopio on key legal issues at an event we'll be hosting at Procopio's downtown San Diego office for alumni of UC Hastings College of the Law. Alums are invited to an MCLE presentation titled "Key Updates to Start the Year Right" on Saturday, January 26, 2019. …

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A Lawyer’s Road Map Following a Cyberattack or Data Breach

Lawyers have ethical obligations following a cyberattack or data breach involving confidential client information, where such information is misappropriated, destroyed or otherwise compromised, or where the data event impairs the lawyer's ability to perform client services. The ethical obligation of lawyers following a data breach depend on the lawyer's role, level of authority, and responsibility …

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Updates on Legal Ethics as 2018 Concludes

As 2018 comes to a close, I've been busy presenting on key developments in legal ethics in what has proven to be a year of significant developments. On December 29 I spoke before the Orange County Bar Association at their annual Ethics Update 2018 presentation. I covered recent legal developments in legal ethics, legal malpractice …

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New Rules of Professional Conduct for Defense Lawyers

California’s new rules of Professional Conduct go into effect next week and all California lawyers must be familiar with the new rules to avoid potential fines or disciplinary action. On Tuesday, October 23rd, as part of a panel titled “The New Rules of Professional Conduct: What You Don’t Know Can Hurt You”, I will be …

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California’ New Rules of Professional Conduct are Coming

November 1, 2018, is almost here. That's when California's New Rules of Professional Conduct go into effect. Are you ready for these changes, and how they'll impact your practice? Join me on Wednesday, October 17, 2018, as I and others present on this topic in a seminar conducted by the Orange County Bar Association Education …

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Legal Advertising, Social Media and the First Amendment

In a digital age where social media is both a significant source of information as well as a channel for our own communications, it's critical that attorneys and paralegals understand how they can operate in that digital environment in a legal and ethical manner. I'll be giving an educational presentation September 26, 2018, in San …

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