Yearly Archives › 2015

To Withdraw or Not to Withdraw

So you may recall that in a previous blog, we addressed the issue of whether you must disclose a mistake or error in judgment to…more

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Space for Rent: Ethical Considerations for Office Sharing

Starting a law firm partnership is a good way to share responsibilities and expenses, but you also share liability for your partners’ conduct and potential…more

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The First Call

We all know that first impressions matter.  This is true not only with in-person meetings but also with initial telephone calls.  There are several important…more

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Lawyers in Transition: Time to Think About What’s Next?

Last week, I had the pleasure of sitting down and chatting with Tom Lenfestey, Managing Member of The Law Practice Exchange, LLC.  What I found…more

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Can You Call Yourself “an Expert”?

Every so often, I get the question, can an attorney hold himself or herself out as an “expert” in an area of practice or as having “expertise” in…more

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Am I Required to Self Report?

We get this question a lot.  Do I have a duty to self report this conduct to the Bar?  Unless we’re talking about the trust…more

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Are You Encrypting?

Do you send e-mail or other electronic messages that contain or attach sensitive data or information of a client, patient or other third party, such…more

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Who Are Ya Gonna Call?

Suppose you have a legal or procedural issue you don’t quite know how to tackle?  Suppose you’re wondering whether you have a conflict of interest?…more

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Keep an Eye Out for Changing Trust Accounting Requirements

Over the last several years, the State Bar has made a concerted effort to step up enforcement concerning supervision of trust accounts, so it is…more

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Disciplinary Matter? You May Be Covered

As a busy professional with limited time, one of the last things you want to receive is an official letter from your licensing board or…more

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