Author Archives › Deanna Brocker

The pace at which laws and regulations are changing due to COVID-19 can make your head spin.  Efforts to keep abreast of the changing regulatory…more

In our last blog, we talked about Policies and Procedures manuals and the reasons it is important to have a manual for your firm –…more

Many small firms or solo practices do not have a written Policies and Procedures Manual (“PPM”). When I ask, attorneys usually respond that it’s just…more

A consistent question I receive from practice owners and professionals is, “How do I keep good associates?”  Lawyers and other professionals come and go, and…more

Well, now I can say we’ve been audited by the State Bar! You may know that we called up Anne Parkin, the State Bar Auditor,…more

The Tenth Judicial District was the lucky district selected for the State Bar’s random attorney trust account audit program this quarter. But I didn’t feel…more

If you read the quarterly State Bar Journal disciplinary section, you know that ignoring the trust account can result in severe disciplinary action.  Do you…more

We all make mistakes and have bad days.  That’s, in part, what liability insurance is for.  But I recently had a good reminder not to…more

Years ago, when I was on the ethics staff at the State Bar, I used to get the question, “Am I required to self-report conduct?”…more