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1
Q

When can atty in litigation w/ Large Org/LG have ex parte w/ its employees?

A

Common sense, w/ lowers.
Proper if w/ lower employees w/ no direct involvement in the litigation & who don’t speak for Large Org/LG.

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2
Q

When is ex parte w/ Large Org/LG prohibited?

A

Common sense, w/ heavy hitters.
———–
1) Officers, directors or managing agents
2) Staff is directly involved in litigation
3) One whose acts or omissions imputed to Large Org/LG.

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3
Q

If no current litig pending, when can atty have ex parte w/ Large Org/LG?

A
NON (POTENTIAL) LITIG/KS
-----------
Common sense, limited.
-----------
Large Org/LG atty representation:
1)   Actually known = ask permission.
2)  Imputed = independent justification.
(a)  Stick to non-related matters & 
(b)  I.D. self & client.
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4
Q

Large Org/LG has general counsel that theoretically represents all employees in all matters.
Can an outside atty ever have ex parte w/ Large Org/LG employees?

A
EX PARTE
-----------
Yes.
Independent justification:
1)  Stick to non-related matters.
2)  I.D. self + client.
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5
Q

If atty has a Current Client conflict but no litigation is yet filed, what is the trigger that allows him to communicate?

A

No trigger b/c ALWAYS blocked.

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6
Q

What is the surprising extent of block on an atty w/ a Current Client conflict vs a Large Org/LG?

A
EX PARTE
-----------
ALWAYS blocked.
Go thru Large Org/LG's general counsel.
Regardless of wh/ litig filed.

> > don’t get his. thought it was common sense, don’t talk with uppers

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7
Q

What are the different ex partes allowed if atty has:
No conflict, just wants to talk w/ Large Org/LG employee
vs.
Current client conflict w/ employee in Large Org/LG.

A

No conflict - Independent justification. [non-related/I.D.]
vs.
Current C confl - Always go thru gen counsel.

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8
Q

What must LG do to ensure confidentiality of its IT/hard drives/flash drives/etc.?

A

CONFID

1) Policies.
2) Inventory.
4) Supervise nonlawyers.
4) Sanitize + get confirm/certif from Sanitizing Vendor.

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9
Q

Does Atty’s duty of confidentiality extend to info not garnered from Client?

A

Yes. All info re: the representation, whatever its source.

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10
Q

Dinosaur attys are generally competent b/c of long experience.

When are Dinosaurs vulnerable to being deemed “incompetent”?

A

Technology.
Competent attys:
1. Maintain requisite knowledge and skill,
2. Keep abreast of changes in the law and ITS PRACTICE.

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11
Q

What is the surprising active thing Atty must do @ all times, re: technology?

A

I.D. threats.
Ex. hotel wifi, copier hard drives, phones.

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12
Q

Are attys responsible for conduct of nonlawyers?

A
SUPERVISOR
-----------
Absolutely even if just a contracting vendor.
Why?
b/c has 'supervisory' responsibilities.
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13
Q

What are the ‘supervisory responsibilities’?

A

Managing/partners/supervisory attys must make reas efforts to ensure non-lawyer acts compatible w/ Rules of Pro Cond.

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14
Q

When is a non-lawyer’s improper conduct imputed to atty?

A
SUPERVISOR
-----------
1)   Atty directly ordered it
2)  Atty is manager, learns of it, does nothing.
Why?
b/c Atty has ratified the improper act.
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15
Q

County Commissioner charged w/ ethical violation. Can County Atty represent?

A
DUAL REP
-----------
Depends.
-----------
Current @ Same DAM is Limits & Risks Relations.
(1)   Same or related matter
(2)  Subst. Risk will occur
(3)  Directly Adverse
(4)  Materially Limits.
-----------
Cd likely be waived if simple (ex. frivolous complaint).
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16
Q

What activities must Atty undertake re: non-lawyer using his E-Portal login.

A

Change password if non-lawyer leaves employ or acting questionable.

17
Q

Isn’t it unlicensed practice of law for non-lawyer to check the box on E-portal w/ Atty’s certification that no confidential or sensitive info is contained in the filing?

A

No. While no longer simply ministerial task, the Atty has a duty to supervise.

18
Q
SUPERVISOR
-----------
Atty may not voluntarily disclose any info re: representation w/o:
1.  Exception to confidentiality rule or
2.  Informed consent.

So … how can Atty use a cloud?

A

Due diligence:
• Utilize backup + shield (ex. McAfee).
• Ck Provider security + ensure enforceable obligation for confid + security.

19
Q

Why does Atty have to be careful in expressing his personal opinions?

A
GEN
-----------
Atty at all times.  
•	"We do not tolerate unprofessional and discourteous behavior."
•	Ex.  Can't disparage judges or juries.
20
Q

Name 5 things Atty can do to limit Bar complaints.

A

(1) Confirm important conversations in writing
(2) Tickler system
(3) Conflict checks
(4) Supervise Staff
(5) Stay Current with The Florida Bar
o Pay dues
o Do CLE
o Update record bar address