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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Ethics Implications of State Bar Authorizations for Non-Lawyers

The California State Bar Task Force has proposed amendments to the rules of professional conduct to broaden public access to legal advice. This could be done both by technology-driven delivery systems and through fee-sharing arrangements with non-lawyers. How will this development impact legal practices in 2020? Procopio Partner and General Counsel Carole Buckner will join …

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Ethically Withdrawing from Representation

Properly withdrawing from representation pursuant to applicable rules, ethics opinions and case law can reduce the risk of a legal malpractice claim. On November 1, 2018, California’s revised Rules of Professional Conduct will become effective, and the current Rule 3-700 governing withdrawal will be replaced with new Rule 1.16. A lawyer must take “reasonable steps” …

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Ethics Regulations at San Diego Paralegal Association Conference

Procopio law firm Partner and General Counsel Carole Buckner (2nd from left, w/ Procopio employees Joe Maniwan, Sheila Grela and Monica Manriquez), spoke on legal ethics recently at a San Diego Paralegal Association conference.  Carole discussed ethics regulation governing billing of attorneys’ fees,v including an Arbitration Advisory by the California State Bar’s Committee on Mandatory …

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Fee Arbitration Training

As a member of the California State Bar’s Committee on Mandatory Fee Arbitration, I will be speaking to the Long Beach Bar Association this week along with a panel of members of the Committee.  We will be conducting training for fee arbitrators, with co-panelists Doug Hull, Director of the State Bar’s Mandatory Fee Arbitration program, …

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Cal Bar’s Annual Discipline Report

The most recent Annual Discipline Report from the California State Bar reflects a significant focus on the unauthorized practice of law, including the State Bar’s establishment of a new UPL team to conduct in depth investigations, including internet searches.  The unauthorized practice of law can arise with attorneys admitted in jurisdictions outside of California who …

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MCLE Compliance and Moral Turpitude

As many California attorneys are aware, now is the time for completion of our MCLE requirements as we are turning in our State Bar dues and certifying our MCLE compliance.  Many are also aware that the State Bar is auditing attorneys to confirm compliance.  One of those audited was the subject of a recent opinionfrom …

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