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27 Cards in this Set

  • Front
  • Back
What is fee-splitting with non-attorneys allowed?
(1) You may collect and pay Legal fees to a widow of deceased attorney of firm; and
(2) Non-lawyer employees of firm may be included in profit-sharing or retirement plan
When is in-person solicitation of legal services prohibited?
Personal injury or wrongful death claims, unless prior professional/family relationship existed with prospective client.
What are requirements for advertising letter?
1) Say ADVERTISING MATERIAL in conspicuous letters
2) Cannot imply partnership or specialist exist if not there
What's the duty to disclose in regards to competence?
NONE!
What does duty of competence require?
Capable of handling without months of research
What are requirements for contingency fee agreements?
1) Must be in writing
2) explain how fee calculated
What happens if representation terminated prematurely in contingency fee case?
Get paid on an hourly (quantum meruit) basis.
Can an attorney of a corporation serve on its board?
Yes, but there must be fact-based examination of whether there is a conflict of interest
What duty does general counsel have if conflict between corporation and directors?
Duty to DISCLOSE the conflict to those you advise
What does confidentiality extend to?
1) Any information client expects to be so held
2) Any information that would embarrass or injure the client
Also includes information related by prospective clients.
Of course disclosures that a reasonably necessary to carry out representation are allowed.
What are the three times an attorney can reveal confidential information?
1) Client Consents
2) Court Order
3) Fraud on a third party by client

Also to prevent client from committing act likely to result in death or substantial bodily harm.

Also as needed for the lawyer to defend himself.
When MUST an attorney reveal confidential information (3)
1) Intent to commit ANY crime, but must first attempt to dissuade client first
2) Fraud on a tribunal, but first convince client to reveal
3) Defendant plans to perjure (1) Dissuade not to, then withdraw if necessary, or reveal to court.
What knowledge do you need before you reveal confidential information regarding fraud on a tribunal?
Actual knowledge of fraud
What are attorney's requirements if there is a POTENTIAL conflict of interest?
Must establish that attorney can exercise independent judgment on behalf of client
What are the three requirements if a 3rd party is paying client's legal fees?
(1) Consult with client and consent;
(2) Does not cause interference with independent professional judgment; and
(3) Confidentiality of client information remains protected.
What's the standard for conflicts between former and current clients?
If a lawyer has represented a former client in a matter, you can't represent a new person in SAME or SUBSTANTIALLY RELATED matter in which person's interest is MATERIALLY ADVERSE to interest of former client.
Unless former client consents after consultation.
What are the imputation rules for conflicts between former and current clients?
It is IMPUTED to the entire firm
What's the rule for former government attorneys and judges?
Cannot take matters dealt with in government, but can be SCREENED OFF.
What's the rule regarding an attorney changing firms?
A new firm is conflicted out of work if
1) new attorney worked on relevant matter
2) had access to confidential matter
What's the sanction for an attorney contacting a witness for the other party without informing the party's attorney?
NONE! You're allowed to this
What are witnesses allowed to be paid, if anything?
1) Travel expenses
2) Modest fee
When MUST you decline or terminate representation? (2)
1) Representation would result in violation of ethics rules or other law;
2) Lawyer's Physical/mental ability material impairs ability to represent client.
When MAY you withdraw from an attorney-client relationship? (6)
(1) If withdrawal can be done without material adverse effect on clients interests,

(2) Client using services to breaking law or commit fraud;

(3) client insists on objectives that are repugnant to lawyer;

(4) Client not cooperating with you and has been given reasonable warning;

(5) Representation creates unreasonable financial burden on lawyer; OR

(6) other good cause.

You must take steps to protect client's interests upon withdrawal.
What must you do after relationship terminated?
Take steps to protect client's interest, including reasonable notice of withdrawal, refunding unearned fees, return all documents, etc.
How many CLE hours does VA require?
12 CLE hours including 2 for ethics
What are the three requirements for splitting a fee with another lawyer outside the firm?
(1) division is in proportion to services provided, or written agreement for joint responsibility;

(2) client advised of and consents to participation of all attorneys;

(3) the total fee is reasonable
How long must copies of TV and radio ads be kept?
1 year.