Yearly Archives › 2015
To Withdraw or Not to Withdraw
December 30, 2015
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

Space for Rent: Ethical Considerations for Office Sharing
December 28, 2015
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

The First Call
November 24, 2015
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

Lawyers in Transition: Time to Think About What’s Next?
October 26, 2015
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

Can You Call Yourself “an Expert”?
October 14, 2015
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

Am I Required to Self Report?
September 24, 2015
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

Are You Encrypting?
August 20, 2015
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

Who Are Ya Gonna Call?
July 27, 2015
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

Keep an Eye Out for Changing Trust Accounting Requirements
July 15, 2015
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

Disciplinary Matter? You May Be Covered
July 2, 2015
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
