PR Essay Flashcards
Acceptance
An attorney does not have a duty to accept a client, absent court appointment
Rejection (MR, CA)
MR: Attorneys are required to reject rep if:
i) it would violate a rule of ethics or law, or
ii) physical or mental condition would impair representation
CA:
i) there is no probable cause to bring the action and the action is being brought to harass or maliciously injure
ii) the claim is not warranted under existing law
Client decisions in criminal cases
The client decides whether to testify, waive a jury trial, or enter a plea.
Mandatory withdrawal (MR, CA)
An attorney must withdraw if:
i) failure to do so would result in violating ethics rules or other law
ii) physical or mental condition materially impairs (MR) / makes it unreasonably difficult (CA) to carry out rep effectively
CA: Additionally, a lawyer must withdraw if he knows or should know that the client is asserting a claim or defense without probable cause and for the purpose of harassing or maliciously injuring someone.
Permissive Withdrawal: MR
MR: a lawyer may seek to withdraw any time he can do so without materially harming the client. Can also withdraw with harm if:
(CRUUFF)
- client engages in crime / used services to commit crime
- client insists on course of action attorney finds repugnant
- client has made rep unreasonably difficult
- rep will result in unreasonable financial burden (not in CA)
- client fails to pay lawyer’s fee
Permissive Withdrawal (CA)
CA: unlike MR, a lawyer cannot withdraw merely because no material harm. Situations include:
(CUUM)
- client seeks to pursue crime, has used lawyer’s services to advance crime, wants to pursue criminal conduct
- client insists on presenting unwarranted claim
- client renders it unreasonably difficult to carry out
- client breaches material term of agreement
Duties on termination
A lawyer has a duty to minimize harm on termination. This includes returning all papers and property and advance fees.
MR: may retain papers in order to obtain payment
CA: must promptly return everything
Fees
Any fee must be reasonable under the circumstances (MR) / not unconscionable (CA). Fees must be communicated to client before or within reasonable time after the relationship commences.
Written Fee Agreements (MR, CA)
MR: no writing requirement except for contingent fees
CA: written contract required for services exceeding $1,000 (except for corporate clients). Contract must:
i) State fees and services to be provided
ii) Be signed by both parties
iii) Be given to the client
Contingent Fees
Contingent fees are generally permitted, but NOT allowed in i) criminal cases or ii) domestic cases when fee is contingent on obtaining a divorce or amount of support recovered.
Failure to comply makes the agreement voidable by client, though attorney is still entitled to reasonable fee.
MR: Requires i) writing signed by client; ii) terms of calculating fees; and iii) expenses that clients are liable for.
CA: a duplicate copy of the agreement signed by the attorney and client must be provided to the client.
Requires: i) statement of contingency fee rate; ii) statement of disbursements and costs; iii) statement regarding required compensation of lawyer for matters outside the contract; iv) med mal statements.
Fee Splitting: Different Firms (MR, CA)
MR: allowed if:
- Fee is in proportion to services provided by each lawyer
- Client agrees in writing (CA: written consent)
- Total charged is reasonable (MR) / not unconscionable (CA)
- Total is not higher because of multiple attorneys
CA: also requires written agreement to divide fee
Referral Fees
MR: generally prohibited, unless i) paying fees of legal services plan; ii) paying approved lawyer referral service; iii) nominal gift of appreciation
CA: additionally, lawyer may give a gift or gratuity for a referral, if it was not offered in advance
AC Privilege Details (MR, CA)
MR:
DEATH: privilege is indefinite, and survives client’s death
CRIMEFRAUD: privilege doesn’t apply to communication relating to client’s future crime or fraud
CA:
DEATH: privilege terminates when the client’s estate is settled and the personal rep is discharged
CRIMEFRAUD: privilege doesn’t apply to communication relating to ANY future crime or fraud
CRIMEDEATH: privilege doesn’t apply if lawyer reasonably believes disclosure is necessary to prevent criminal act likely to result in death or substantial bodily harm
AC Privilege
Applies in judicial and other legal proceedings in which a lawyer may be called as a witness/otherwise asked to provide evidence relating to a client.
Confidential communications between a client and his lawyer are privileged if:
i) The client intends for communication to be confidential, AND
ii) The communication is for the purpose of seeking legal advice and representation.
Exceptions:
- Disputes between attorney and client or between clients
Work Product Doctrine
Material created by attorney in anticipation of litigation is shielded from discovery. Work product is discoverable if court determines denial will unfairly prejudice the party seeking discovery or result in an injustice.
CA: a writing reflecting lawyer’s impressions, conclusions, opinions, or legal research or theories is NEVER DISCOVERABLE.
Duty of Confidentiality
A lawyer is prohibited from disclosing any information relating to the representation of a client, unless:
i) the disclosure is authorized by the informed consent of the client or
ii) impliedly authorized in order to carry out the representation.
A lawyer must take reasonable precautions to safeguard confidential information. This duty covers prospective client conversations.
Confidentiality Exceptions (MR, CA)
MR: a lawyer MAY reveal to prevent “reasonably certain” death or substantial bodily harm
CA: Same. before revealing, must make a good-faith effort to persuade client and inform them of decision
Conflicts of Interest (Loyalty)
A lawyer owes their client a duty of loyalty. A lawyer’s professional judgment can be compromised by a conflict of interest, and a lawyer can be in breach of the duty of loyalty when a potential or actual conflict arises.
Personal Conflicts
A lawyer must not represent a client if representation may be materially limited by the lawyer’s own interests, UNLESS:
i) the lawyer reasonably believes he can provide competent and diligent representation to the affected client;
ii) the rep is not prohibited by law; AND
iii) the affected client gives informed consent confirmed in writing.
Opposing lawyers related (MR, CA)
MR: a lawyer related to another lawyer may not rep a client in a matter in which other lawyer is representing another party, except with informed consent of both parties.
CA: even if no risk of material limitation, a lawyer may not rep a client in a matter in which the lawyer knows or reasonably should know the other party’s lawyer is a relative, lives with the lawyer, is a client, or has an intimate personal relationship, except if lawyer informs client in writing.
Sexual relations
No sexual relations unless pre-dated the AC relationship. Can’t waive. In CA, ok if spouse or domestic partner.
Lawyer as witness
A lawyer may not act as an advocate at trial in which they are likely to be a necessary witness, unless:
i) testimony is about an uncontested issue or
ii) testimony relates to nature and value of legal services, or
iii) MR: disqualification would work substantial hardship to client
iv) CA: lawyer has obtained client’s written informed consent.
Financial Assistance to Client
MR: No financial assistance to client for litigation, except can advance litigation costs. Client remains liable (except indigent), but can be contingent on outcome.
CA: Cannot directly or indirectly pay ANY personal or business expenses of client, but can:
- pay third persons;
- advance litigation costs with contingent repayment;
- lend money if client promises in writing to repay.
Business Transactions
A lawyer must not enter into business transaction with a client or knowingly acquire an adverse interest to the client, UNLLESS:
i) terms are fully disclosed in writing
ii) terms are fair and reasonable
iii) client understands the terms
iv) client consents in writing; AND
v) client is encouraged to seek independent counsel and given an opportunity to do so.