Bar Essay Rules Flashcards

1
Q

Duties owed to client: (clients love fierce counsel)

A
  • Confidentiality
  • Loyalty
  • Financial responsibility
  • Competence
  • & other reasonable things
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2
Q

Duties owed to other entities: (courts feel differently)

A
  • Candor
  • Fairness
  • Dignity / decorum
  • & other reasonable things
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3
Q

Entities to whom a duty is owed:

A
  • Court
  • Adversaries
  • Legal Profession
  • Third Parties
  • Public
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4
Q

Do FIRAC on essays:

A
  • Fact trigger
  • Issue
  • Rule
  • Analysis
  • Conclusion

The lawyer has a duty of ________ to _________.

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5
Q

Duty of Loyalty

Rule

A

You have a duty of loyalty to your client. You have a conflict of interest if your representation is directly adverse to another client, or if there is a significant risk that your representation will be materially limited by your relationship to another current or former client, your personal interest, or a third person.

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6
Q

Conflicts of interest

rule statement for essay

A

A lawyser owes her client a duty of loyalty and must avoid conflicts of interest.

A lawyer must not represent a client when there is a significant risk that the representation will be materially limited by the lawyer’s personal interests or by the lawyer’s duties to another.

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7
Q

Undertaking representation despite a conflict of interest

rule statement

A

Under the ABA and CA rules

  • reasonably believes that she can competently and diligently represent each affected client despite her conflict
  • each affected client gives informed consent in writing.
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8
Q

In california, if a lawyer has a personal, professional, financial, or legal relationship with a party or witness….

A

… the lawyer must provide written disclosure to the client even if there is no significant risk that the relationship would materially limit the representation.

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9
Q

3rd party payor

rule statement

ABA

A

Cannot do it unless

  • the client gives informed consent (in writing in CA)
  • there is no interference with the lawyer’s independence of professional judgment or with the lawyer-client relationship
  • information relating to the representation of a client remains confidential
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10
Q

Written/oral fee agreement

rule, CA

A

CA requires a written fee agreement if the fee will exceed $1,000.

Exceptions

  • corporation
  • states in writing that she doesn’t want one
  • same legal services as before
  • emergency
  • writing is impractical
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11
Q

Competence

Rule statement

A

ABA- a lawyer must act competently, with the knowledge and skill to carry out the representation.

CA- lawyer is subject to discipline if she intentionally, recklessly, with gross negligence, or repeatedly fails to perform legal services with competence.

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12
Q

Reporting ethical violations by other lawyers

A

ABA- a lawyer who knows that another lawyer has committed a violation re honesty, trustworthiness, or fitness, must inform the appropriate professional authority.

CA- does not require laywers to report violations by other lawyers

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13
Q

May a lawyer provide financial assistance to a client?

rule

A

ABA- prohibits providing financial assistance in connection with litigation, EXCEPT

  • may advance court costs and expenses, the repayment of which may be contingent on the outcome of the matter
  • may pay costs for indigent clients

CA- may lend money for any purpose if Client gives written promise to repay the loan

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14
Q

Duty to inform client about financial agreements

A

ABA- a lawyer must keep a client reasonably informed about the status of a matter.

CA- a lawyer must obtain a client’s consent before agreeing to pay the client’s expenses to third persons from funds to be collected for the client.

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15
Q

Any contingent fee agreement must indicate…

A
  • litigation and other expenses to be deducted from the recovery
  • whether such expenses are to be deducted before or after the contingent fee is calculated
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16
Q

Upon receiving funds, securities, or other property in which a client has an interest…

A

… a lawyer must promptly notify the client.

*A lawyer must hold separate the disputed portion of the funds or other property until the claim is resolved

17
Q

May a lawyer withold services?

A

A lawyer has a duty to act on behalf of a client with reasonable diligence.

A lawyer may withdraw from the case if the client fails substantially to fulfill an obligation to the lawyer regarding services and has been given reasonable warning.

18
Q

Upon termination of representation, a lawyer must…

A

… take steps to the extent reasonbly practicable to protect a client’s interests, which includes surrendering papers and property to which the client is entitled.

Cannot hold client’s papers hostage over fees.

19
Q

Can a lawyer settle a potential malpractice claim against himself?

A

A lawyer must not settle with a client without advising that person in writing that independent counsel is desirable and giving that person a reasonable chance to consult with independent counsel.

20
Q

Is there a conflict of interest if you represent a former client’s business partner?

A

A lawyer who formerly represented a client in a matter may not then represent another person in the same or related matter if that person’s interests are materially adverse, unless the former client gives informed consent in writing.

A lawyer must not reveal a former client’s info or use such info to their disadvantage

21
Q

May a lawyer refuse to withdraw?

A

Not if he has been discharged by the client.

22
Q

Failure to supervise a nonlawyer

A

A lawyer having managerial or supervisory authority over a nonlawyer must make reasonable efforts to ensure that the person’s conduct is compatible with the professional obligations of the lawyer

23
Q

Assisting a nonlawyer…

A

A lawyer must not assist a person who is not a member of the bar in the performance of an activity that constitutes the unauthorized practice of law

24
Q

Are the fees unreasonable?

A

The ABA rules state that an attorney’s fees must be reasonable.

CA probits unconscionable fees.

Factors:

  • the time and labor required
  • novelty and difficulty of the questions involved
  • the skill required
  • the experience, ability, and reputation of the attorney
25
Q

May a lawyer accept property as payment for services?

A

Yes, but under ABA rules, such an arrangement must not involve a proprietary interest in the cause of action or subject of litigation.

26
Q

Business transactions with clients

A

May not unless

  • terms are fair to the client
  • terms are fully disclosed in writing
  • independent counsel desirable
  • client gives informed consent in writing
27
Q

Is it proper for a lawyer to ask her friends to mention her new practice to others?

A

Advertising is generally permissible as long as it is not false or misleading.

A lawyer may tell the public in which fields of law she practices.

28
Q

Are gifts in return for referrals proper?

A
  • a lawyer generally must not give anything of value to a person for recommending the lawyer’s services
  • a lawyer may give a gift or gratuity as a token of appreciation to a person who recommended the lawyer, but the gift must not be offered in consideration that it would be forthcoming for the referral