Yearly Archives › 2016

Lawyers in North Carolina know that a client’s file belongs to the client.  Even if you copy the client with all correspondence or court filings…more

I was reminded recently of an Ethics Decision (unpublished) that answered the question, “When must a lawyer disclose unsavory personal information” to a client or…more

In evaluating conflicts, I always tell my attorney clients that it is important to have a mechanism in place to (1) Identify, (2) Assess and (3)…more

There is a newly proposed ethics opinion (October 2016) which will supersede the information in this blog. Lawyers are familiar with targeted direct mail solicitation,…more

In my day job, I am a provider of professional services; in my other roles, I also frequently am a consumer of professional services.  As…more

Under Rule 5.3, a lawyer has an obligation to properly supervise nonlawyer assistants who have access to the trust account. Thus, if that nonlawyer assistant…more

NC courts generally give broad deference to parties entering into a contractual relationship to negotiate the terms of the contract, including legal remedies against each…more

Bar applicants are under a lot of stress on the day of the bar examination.  That may be the understatement of the year.  In addition to…more

I am a natural born fretter. I tend to envision all the ways things could go wrong, and I tell myself it’s so I’ll be…more

For a while there, it looked as if the State Bar was going to require all law firms using any kind of personal mobile technology…more