What Else about the Lawyer? Flashcards

1
Q

When a lawyer advertises legal services, what is the ABA/CA rule?

A

Truthful advertising of legal services is generally permitted.

Scope: Lawyer may communciate information regarding legal services through any media, so long as they are not false or misleading (containing material misrepresentations of fact or law).

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2
Q

What forms of advertising are presumed violations?

A
  1. Communications to potential client in a time of physcial/mental stress,
  2. Ambulance chasing (PI cases; at scene of accident, hospital, healthcare center)

However, attorney may prove otherwise.

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3
Q

Under CA rules, what advertising is prohibtied?

A

Under CA rules testimonials (unless disclaimer), guarantees, predictions, implied affiliations are prohibited advertisements.

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4
Q

What limitations are there for advertising?

A
  1. Lawyer may not communciate he is a specialist (unless certified)
  2. Mailings seeking fee-paying work must be clearly labeled as advertisements
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5
Q

What is the rule regarding solicitations under ABA/CA rules?

A

Under ABA/CA solicitations are generally prohibited. Lawyer may not seek work for gain by “in person, live telephone, or real-time electronic contact UNLESS person contacted lawyer, or has a family/close personal or prior relationship with lawyer.

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6
Q

What types of solicitations are prohibited under ABA/CA rules?

A

Under ABA/CA soliciting employment from prosepect who “indicates a desire not to be solicted” is strictly prohibited.

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7
Q

Under CA rules, what strict limitation is there for runner/cappers?

A

Under CA rules, “Runner/Capper” cannot give anything of value to a person for recommending the lawyer or services, or reward a person for a recommendation made that resulted in employement, except for reasoanble media cost.

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8
Q

May a lawyer solicit business by other lawyer referrals?

A

Yes, a lawyer may arrange reciprocal referrals with another lawyer or nonlawyer professional if it is NOT EXCLUSIVE, and lawyer explains to client the agreement when making the referral.

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9
Q

What types of solicitations are permitted under ABA/CA rules?

A
  1. Targetted direct mail (unless lawyer knows the prosepctive client does not want communciations from lawyer.. also lawyer may send non-deceptive letters to persons known to face a specific legal problem; accident victims)
  2. Contact is a lawyer OR has prior relationship with lawyer (family, close personal, professional)
  3. Lawyer lacks pecuniary motive (pro/bono),
  4. client initiated the call
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10
Q

How may a lawyer sell their lawpractice under ABA/CA rules?

A

Under ABA rules, the entire law practice must be sold, lawyer must cease practicing law in geographic area.

Under CA rules, the lawyer must sell SUBSTANTIALLY all of practice.

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11
Q

What procedures must lawyer take in selling their lawpractice as it relates to clients?

A

Under ABA/CA rules, the lawyer must
1. notify clients; regarding sale and right to select different counsel.
2. state that confidentiality and COI rules still apply, and
3. fees do not increase because of sale

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12
Q

What is the unauthorized practice of law under ABA/CA rules?

A

Under ABA/CA rules a lawyer cannot engage or aid in the unatuhorized practice of law, “things calling for the professional judgemnt of a lawyer”.

Examples: negotiation, settlement, execution.

Non-Lawyers - can do clerical work, research, drafting, billing, etc.

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13
Q

Under CA rules, what exceptions are there to the unauthorized practice of law?

A

Under CA rules, the laweyr may hire and properly supervise a DISBARRED/SUSPENDED/RESIGNED or INVOLUNTARILIY INACTIVE member to do “non-attorney work”

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14
Q

What is the duty to report misconduct under ABArules?

A

Under ABA rules: If a lawyer KNOWS (suspicion or speculation is insufficient) of another lawyers violation of rules that rasises a “substantial question as to the honesty, trustworthiness, or fitness as a lawyer,” lawyer has a ONGOING DUTY to report to an authority.

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15
Q

What is the duty to report misconduct under CA rules?

A

If lawyer knows (credible evidence) of “another lawyers criminal act under CA law” or “conduct involving dishonesty, fraud, deceit, reckless/intentional misrepresentation or misappropriation of funds” that “raises a ubstantial question as to honesty, trustworthienss, or fitness as a lawyer, lawyer MUST report to state bar.

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16
Q

Is self-reporting required?

A

Under ABA rules: No.

Under CA rules: Yes, is required if: 1. sactions greater than $1,000,
2. 3 suits were filed against the lawyer, or
3. lawyer is facing felony cahrges

17
Q

What is the rule regarding partnerships under ABA/CA?

A

Under ABA/CA, a lawyer may not form a partnership with a non-lawyer if any activity of venture constitutes the practice of law.