Beware: Recent Guidance on Online Lawyer Referral Services

By Procopio Partner and General Counsel Carole J. Buckner A recent appellate court opinion and an opinion from the San Diego County Bar Legal Ethics Committee provide guidance to attorneys regarding online lawyer referral services. In a word, beware. In Jackson v. Legal Match.com, 42 Cal.App.5th 760 (2019), the court found that the LegalMatch lawyer …

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Online Lawyer Referrals Services and Litigation Finance: Seminar on Jan. 25, 2020

As part of a four-hour MCLE seminar, Procopio Partner and General Counsel Carole Buckner will be speaking at the L.A. County Bar Association on January 25, 2020, during their 15th annual ethics seminar, "Ethics: All You Need to Know," by the Professional Responsibility and Ethics Committee. The seminar focuses on practical information of use to …

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Serving Two Masters: the California and USPTO Rules of Professional Conduct

It was my pleasure to present to intellectual property attorneys on legal ethics at our January 13, 2020, talk: "Serving Two Masters: the California and USPTO Rules of Professional Conduct." I discussed some of the differences between the U.S. Patent and Trademark Office (USPTO) Rules and California Rules regarding conflicts of interests, including the additional …

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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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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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Ethical Obligations of Lawyers — Live Webcast 8/28/18

The ethical obligations for legal service industry professionals is constantly evolving, with new and changing rules, regulations, and case law. On Tuesday, August 28th, 2018, I will be participating in a live webinar organized by The Knowledge Group on the latest ethical obligations for attorneys. My briefing will cover: Engagement Agreements (California Perspective) -- contingency, …

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