Author Archives › Deanna Brocker

When “Good Enough” is Not Good Enough

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

Posted by | Comments Off on When “Good Enough” is Not Good Enough

Is a Change in Legal Advertising On the Way?

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

Posted by | Comments Off on Is a Change in Legal Advertising On the Way?

The Rule or the Ethics Opinion: What Happens When They Differ?

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

Posted by | Comments Off on The Rule or the Ethics Opinion: What Happens When They Differ?

New Year Checkup for Your Practice

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

Posted by | Comments Off on New Year Checkup for Your Practice

Turning Over a Client’s File — the Safe Way

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

Posted by | Comments Off on Turning Over a Client’s File — the Safe Way

Must We Reveal Those Skeletons?

I was reminded recently of an Ethics Decision (unpublished) that answered the question, “When must a lawyer disclose unsavory personal information” to a client or…more

Posted by | Comments Off on Must We Reveal Those Skeletons?

Conflict Checks: Not Just for New Clients

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

Posted by | Comments Off on Conflict Checks: Not Just for New Clients

Targeted Direct Texting

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

Posted by | Comments Off on Targeted Direct Texting

The Stressed Out Lawyer

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

Posted by | Comments Off on The Stressed Out Lawyer

Just Say No

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

Posted by | Comments Off on Just Say No