Attorney Referrals: Any Ethics Issues?
October 6, 2017
Attorneys are often called upon to refer clients or potential clients to other lawyers. Maybe you do not feel comfortable handling the practice area in…more
When “Good Enough” is Not Good Enough
July 26, 2017
Lawyers often come to us with funds in their trust account that they can’t identify. Perhaps they hire an accountant or CPA to try to…more
Is a Change in Legal Advertising On the Way?
May 12, 2017
A new ethics opinion, 2017 FEO 3, has now been published on this issue. For the public, finding a lawyer is just a click away….more
The Rule or the Ethics Opinion: What Happens When They Differ?
March 14, 2017
The Rules of Professional Conduct set forth the duties owed by lawyers to clients and others, and provide a framework to which lawyers must adhere. The Rules…more
New Year Checkup for Your Practice
January 17, 2017
It’s 2017, and many of us are already losing our battle to keep our resolutions. Often, New Year’s resolutions are about personal growth, and that’s…more
Turning Over a Client’s File — the Safe Way
November 17, 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
Must We Reveal Those Skeletons?
November 7, 2016
I was reminded recently of an Ethics Decision (unpublished) that answered the question, “When must a lawyer disclose unsavory personal information” to a client or…more
Conflict Checks: Not Just for New Clients
September 12, 2016
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
Targeted Direct Texting
July 29, 2016
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
The Stressed Out Lawyer
February 29, 2016
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