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ePublications | November 28, 2022 Ethical Considerations and Quick Reference Guide for Opening and Running A Law Practice

This publication is a summary and quick reference for some of the most important and recurring ethical issues involved with establishing and running a law practice and law firm.
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News | October 9, 2024 Doug and Crystal Present at WCBA PNA Program
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News | October 1, 2024 Doug Presents at American Association of Dental Boards’ Meeting
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News | June 10, 2024 NC Legal Ethics Update – Pro Hac Vice Statute
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News | June 7, 2024 NC Legal Ethics – Legislative Update
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News | May 21, 2024 The Brocker Law Firm Retained as Counsel for NC Board of Counselors
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Insights | March 7, 2024 Could State Bar Expungement Be Right Around the Corner
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News | February 28, 2024 Doug Presents at WCBA Coffee & CLE Program
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News | February 26, 2024 NC State Bar Review Committee Accepting Comments
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News | February 26, 2024 Deanna Presents at NCAJ Program
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News | January 22, 2024 The State Bar Review Committee Meeting
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News | January 19, 2024 The NC State Bar’s New Trust Account Random Audit Selection Process
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News | January 18, 2024 The NC State Bar’s New CLE Rules Take Effect March 1, 2024
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Insights | January 4, 2024 New Year, New Trust Account Random Audit Procedures
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Insights | December 7, 2023 Double-Dip? Don’t Slip! Can Lawyers Bill for Overlapping Time Spent on Different Client Matters?
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Insights | November 15, 2023 SEO: What’s in a (Trade) Name?
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Insights | November 8, 2023 Take a Lawyer to Lunch
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News | October 11, 2023 Doug and Crystal Present at WCBA PNA Program
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ePublications | August 8, 2023 NC Legal Ethics Minute: Mobile Deposits and Online Trust Accounting
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News | May 8, 2023 Deanna Presents at NCBA Paralegal Program
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Insights | May 3, 2023 Another Bite at the Apple
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ePublications | May 1, 2023 Turning Out The Lights Without Leaving Your Clients In The Dark
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ePublications | April 17, 2023 Inadvertent Disclosure of Privileged Information: Major Headache or Minor Hiccup?
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Insights | February 23, 2023 Keeping Clients Happy Through Communication
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Insights | January 6, 2023 Five Tips for a Healthy 2023
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News | December 7, 2022 Dauna and Doug Present at NCBA PNA Program
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ePublications | November 28, 2022 Ethical Considerations and Quick Reference Guide for Opening and Running A Law Practice
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Insights | November 18, 2022 A Second Act:  Play to Your Strengths
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Insights | November 4, 2022 The Latest Music for the Ex Parte
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News | October 12, 2022 Doug and Crystal Present at WCBA PNA Program
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ePublications | October 11, 2022 Tips for Safeguarding Client Trust Funds
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ePublications | October 6, 2022 The Ethics of Legal Advertising
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Insights | October 6, 2022 A Quick Message About Quick Messages
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News | September 23, 2022 Deanna Presented Ethics of Legal Marketing CLE
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Insights | July 21, 2022 Breaking News in the State Bar Disciplinary Arena
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Insights | January 21, 2022 Rule 4.2 and Corporate Representation
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News | December 10, 2021 Dauna and Doug Present at NCBA PNA Program
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News | October 13, 2021 Doug and Crystal Present at WCBA PNA Program
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Insights | July 30, 2021 What’s in a “Trade” Name? Registration Requirement Eliminated
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News | July 28, 2021 Crystal Carlisle Appointed Chair of NCBA Professionalism Committee
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Insights | June 25, 2021 Ethical Expression of Thanks
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News | April 12, 2021 Deanna Presented Ethics CLE
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Insights | March 1, 2021 Important Proposed Changes to HIPAA and HITECH Act: Comment Now!
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Insights | February 10, 2021 Ethics Advice: A Cost of Professional Practice
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News | December 9, 2020 Deanna Presented at NCBA Professionalism CLE
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News | December 3, 2020 Sherri Roycroft Published in Attorney At Law Magazine
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Insights | September 16, 2020 COVID Advice on the Fly? Think First
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News | September 15, 2020 Dauna Bartley Published in NCBA Blog
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News | August 18, 2020 Dauna Bartley Appointed Co-Chair of NCBA Ethics Committee
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Insights | August 12, 2020 Brush Up On Your Intake
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Insights | June 11, 2020 Professionals and the Duty to Self-Report – Part II
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Insights | June 1, 2020 Professionals and the Duty to Self-Report – Part I
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Insights | April 16, 2020 Seven Tips for Being a Productive, Professional Remote Worker
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Insights | April 3, 2020 Zoom Wisely
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News | February 27, 2020 New Owner Announcement
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Insights | February 20, 2020 Unauthorized Practice of Law: Pitfalls for NC Attorneys and Out-of-State Law Firms
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News | February 10, 2020 Doug Presents at Lawyers Mutual CLE Program
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Insights | November 26, 2019 For Peace of Mind – Part II
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Insights | September 23, 2019 For Peace of Mind
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Insights | August 30, 2019 Retaining Good Employees – Begins with You
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Insights | July 30, 2019 For the Civil Procedure Pocket of Your Utility Belt
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Insights | June 5, 2019 Take a Lawyer to Lunch
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Insights | May 21, 2019 We Passed!
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Insights | May 2, 2019 Voluntary Trust Account Audit
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Insights | March 2, 2019 Use Your Resources
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Insights | January 16, 2019 It’s a New Year: Resolve to Reconcile
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Insights | January 9, 2019 A Good Lesson
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News | December 13, 2018 Crystal Carlisle elected Secretary of WCBA and Tenth Judicial District
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Insights | November 3, 2018 Getting to “Nope!”
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Insights | October 30, 2018 A Lawyer’s Duty to Self-Report?
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Insights | August 15, 2018 When is Friending Too Friendly?
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Insights | August 3, 2018 Friending a Represented Opposing Party
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News | July 31, 2018 In Memoriam – Kara Brooke Ottesen February 21, 1970-July 27, 2018
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Insights | June 29, 2018 Could New Advertising Rules be on the Horizon?
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Insights | February 15, 2018 Harness the Power of Feedback
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Insights | February 7, 2018 Professional Relationships – How Important is it to be “Right?”
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Insights | January 31, 2018 Choose to Light Lamps
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Insights | January 23, 2018 When the Golden Rule Becomes a Local Rule
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Insights | January 4, 2018 The Law Trumps a Client’s Directive for Payment
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Insights | January 2, 2018 Professional New Year’s Resolutions
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Insights | October 10, 2017 Empathy Is at the Core of What We Do
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Insights | October 6, 2017 Attorney Referrals: Any Ethics Issues?
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Insights | August 22, 2017 Spoliation and Social Media
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Insights | July 26, 2017 When “Good Enough” is Not Good Enough
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Insights | May 12, 2017 Is a Change in Legal Advertising On the Way?
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News | April 5, 2017 Whitney Waldenberg Joins Firm
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Insights | April 5, 2017 Payoff for Professionalism
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Insights | March 14, 2017 The Rule or the Ethics Opinion: What Happens When They Differ?
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Insights | January 24, 2017 With Great Power Comes Great Responsibility
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Insights | January 17, 2017 New Year Checkup for Your Practice
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Insights | November 17, 2016 Turning Over a Client’s File – the Safe Way
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Insights | November 7, 2016 Must We Reveal Those Skeletons?
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Insights | September 12, 2016 Conflict Checks: Not Just for New Clients
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Insights | July 29, 2016 Targeted Direct Texting
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Insights | June 3, 2016 Liability Limits: Good Legal Advice, Bad Professional Practice
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Insights | May 31, 2016 Money Gone Missing: When a Third Party Steals Trust Funds
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Insights | May 4, 2016 Think Twice Before Using a Liquidated Damages Clause
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Insights | March 10, 2016 They Mean Business
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Insights | February 29, 2016 The Stressed Out Lawyer
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Insights | February 4, 2016 Just Say No
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Insights | January 7, 2016 Mistakes Just Happen: Professionalism Takes Work
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Insights | December 30, 2015 To Withdraw or Not to Withdraw
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Insights | December 28, 2015 Space for Rent: Ethical Considerations for Office Sharing
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Insights | November 24, 2015 The First Call
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Insights | October 26, 2015 Lawyers in Transition: Time to Think About What’s Next?
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Insights | October 14, 2015 Can You Call Yourself “an Expert”?
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Insights | September 24, 2015 Am I Required to Self Report?
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Insights | August 20, 2015 Are You Encrypting?
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Insights | July 27, 2015 Who Are Ya Gonna Call?
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Insights | July 15, 2015 Keep an Eye Out for Changing Trust Accounting Requirements
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Insights | July 2, 2015 Disciplinary Matter? You May Be Covered
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Insights | June 2, 2015 Maintaining a Strong Professional Core
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Insights | May 30, 2015 What To Do If You’ve Goofed
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Insights | May 12, 2015 New Proposed Rule for Self Reporting
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Insights | April 22, 2015 To Represent or Not Represent: Either Way, Put it in Writing
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Insights | April 7, 2015 Conflict Waivers: When Clients Change Their Mind
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Insights | April 3, 2015 Is My Blog Considered Attorney Advertising?
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Insights | March 23, 2015 Mixing Business with Pleasure: Dual Relationships
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Insights | March 19, 2015 BYOD: “BRING YOUR OWN DEVICE (or DISASTER)”
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Insights | March 9, 2015 Non-Public Personal Information (NPPI) and the Real Estate Closing Attorney
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Insights | February 24, 2015 Think Before You Link: New NC Ethics Opinion on Social Media Connections
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Insights | February 17, 2015 Email Encryption: HIPAA Considerations for Lawyers and CPAs
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Insights | February 8, 2015 The CPA Board Rules: They are a’ Changin’
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Insights | February 3, 2015 Conflict Waivers: When are they Enforceable?
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Insights | January 2, 2015 New Standard for Direct Mail Solicitations
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Insights | December 29, 2014 Unauthorized Practice of Law: A Trap for the Unwary
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Insights | November 18, 2014 Your Avvo Profile: To Claim or Not to Claim
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Insights | October 24, 2014 Staying Professional in the Face of Adversity
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Insights | October 13, 2014 Informal Written Ex Parte Communications – Playing by the Rules
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Insights | October 6, 2014 What’s My Line? – Your LinkedIn Endorsements
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Insights | September 12, 2014 Doing Business with Clients? Better Think Twice
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Insights | September 4, 2014 Metadata – What is it and Why Should I Care?
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Insights | August 23, 2014 Checking Under the Hood of Your Trust Account
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Insights | August 13, 2014 Are You Checking Your LinkedIn Endorsements?
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Insights | August 6, 2014 Disbursements Against Cashier’s Checks – You’ve Got to Know When to Hold ‘Em
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Insights | July 29, 2014 Case Results on Your Website? The Line Between Creating Unjustified Expectations and Good Marketing
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Insights | June 18, 2014 Social Media Ethics: Part 2
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Insights | June 16, 2014 Social Media Ethics: Part I
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Insights | May 16, 2014 The Ethics of Ghost Blogging and Astroturfing
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Insights | May 9, 2014 What Now? – Handling the Uncertainty of Personal Injury Lien Disbursements
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Insights | May 5, 2014 Clarity is Key
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Insights | April 10, 2014 Avoiding a State Bar Grievance: Client Fee Disputes
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Insights | March 7, 2014 Inadvertent Disclosure of Privileged Information – Major Headache or Minor Hiccup? Part 2
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Insights | February 20, 2014 Inadvertent Disclosure of Privileged Information: Major Headache or Minor Hiccup? (Part 1)
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Insights | February 12, 2014 Effectively Managing Online Client Reviews
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Insights | February 3, 2014 Make the Call…
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Insights | January 2, 2014 Out with the Old, In with the New: Closed File Storage
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Insights | December 3, 2013 The Devil is in the Details: Common Trust Accounting Issues
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Insights | November 20, 2013 Turning Out the Lights Part Four: Ethics of Closing a Law Firm
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Insights | November 1, 2013 Seven Dirty Words in Lawyer Advertising
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Insights | October 29, 2013 State Bar to Tackle LinkedIn Issues
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Insights | October 8, 2013 Soliciting Facebook “Likes”
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Insights | October 2, 2013 Turning Out the Lights Part Three: Checklist for Closing Your Law Firm
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Insights | September 20, 2013 Procedural Dilemma? Help is a Phone Call Away…
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Insights | September 9, 2013 Double Check For Conflicts
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News | August 28, 2013 New Associate Joins Firm
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Insights | August 13, 2013 Turning Out the Lights Part Two: To Sell or Not to Sell
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Insights | August 5, 2013 The Latest on “Reply All”
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Insights | July 29, 2013 Now You Can Retire…Or Not
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Insights | July 21, 2013 Disconnect: A Matter of Professionalism and Respect
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Insights | June 26, 2013 Turning Out the Lights Without Leaving Clients in the Dark
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Insights | May 15, 2013 Count Your Blessings
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Insights | May 1, 2013 Revel in Your Down Time
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Insights | April 12, 2013 Some “Expert” Advice
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Insights | April 10, 2013 Interview with an Auditor
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Insights | February 4, 2013 “Reply All” Revisited
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Insights | January 16, 2013 Have You Looked at Your Website Lately?
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Insights | December 30, 2012 Planning to Take a Vacation
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Insights | October 11, 2012 Keep an Eye on Facebook
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Insights | October 5, 2012 Tech Savvy: The New Competency Standard?
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News | September 30, 2012 New Associate Joins Firm
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Insights | August 23, 2012 Final Word on Testimonials
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Insights | July 31, 2012 Reply All? Maybe Not
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Insights | July 25, 2012 Firm Promotional Items: Where’s the Evil?
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Insights | July 5, 2012 Love Your Clients
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Insights | May 14, 2012 Ethics Committee Tackles Pay-per-lead
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Insights | May 8, 2012 Undercover Attorneys?
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Insights | March 20, 2012 The Mobile Practice of Law
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Insights | March 12, 2012 Update on Testimonials in Advertising
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Insights | February 14, 2012 Revised Real Estate Opinion Adopted
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Insights | February 5, 2012 The Final Word on Cloud Computing
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Insights | January 12, 2012 Changing Course: Proposed Revisions to Real Estate Closing Opinion
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Insights | November 23, 2011 Using Client Testimonials with Results
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Insights | October 25, 2011 Whose Name is it Anyway?
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Insights | October 17, 2011 The State Bar’s Been “Zoomed”
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Insights | September 18, 2011 Outsourcing Administrative Functions: Is Client Consent Required?
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Insights | August 19, 2011 Quicken: Not for Trust Accounting
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Insights | July 21, 2011 When Your Opinion is a Second Opinion
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Insights | July 7, 2011 Why We All Need an E-Security Audit
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Insights | June 5, 2011 Tips to Avoid the Most Common Grievance
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Insights | May 17, 2011 Anti-Contact Rule and Corporations
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Insights | April 27, 2011 Refund of Fee Paid by Third Party: Don’t “Pay it Forward”
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Insights | April 22, 2011 Live Chat Pop Ups: Still Alive. . .
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Insights | April 7, 2011 Alternative Business Models: Good or Bad?
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Insights | March 15, 2011 Life’s Too Short
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Insights | February 22, 2011 Beyond the Billable Hour and Legal Fees
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Insights | February 10, 2011 Trust Account: A Balancing Act
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Insights | January 31, 2011 Conflict: You Snooze, You Lose?
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Insights | November 2, 2010 Signing Up Clients: Use of Paralegal Could be UPL
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Insights | October 28, 2010 Direct Mail Ads – Look Out for a Rule Change
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Insights | August 26, 2010 Money Laundering Scams Targeting Lawyers
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Insights | May 20, 2010 To Report or Not to Report
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Insights | May 5, 2010 Here Today, Gone Tomorrow
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Insights | May 3, 2010 State Bar Tackles Cloud Computing
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Insights | May 3, 2010 Think Before You Link
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