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North Carolina Ethics:
Tracking Best Professional Practices
Attorney Precious L. Vines, MSHS
July 15, 2015
 Bio Information
 Program Overview
Introduction
 Objectives
 Resources
Introduction (cont.)
 Regulatory Framework
 Membership
 Dues
 Good Standing
NC State Bar
 Regulatory Framework
 Membership
 Dues
Judicial Bar Districts
 Definition
 Guiding Principles
Professionalism
 Client Rights and Responsibilities
 Best Practices
 Resources
Professionalism (cont.)
 Rule of Professional Conduct-8.3
 Exception: Rule of Professional Conduct-1.6
 Rule of Professional Conduct-8.4
Professional Misconduct
 Hypothetical Scenario
 2007 Formal Ethics Opinion 2
Professional Misconduct (cont.)
 Requirement of Disclosure
 Items to Remember
Professional Misconduct (cont.)
 Best Practices
 Resources
Professional Misconduct (cont.)
 Overview of the Fee Dispute Resolution Program
 Steps in responding to a dispute
 Applicable Rules of Professional Conduct
Responding to NC State Bar Inquiry
 Best Practices
 Resources
Responding to NC State Bar Inquiry
(cont.)
 Overview of the Grievance Committee
 Common grievances filed
 Grievances that are not investigated
Responding to NC State Bar Inquiry
(cont.)
 Steps taken when filing a grievance
 Responding to grievance filed
Responding to NC State Bar Inquiry
(cont.)
 Applicable timeline
 Deadlines to remember
 Items to remember
Responding to NC State Bar Inquiry
(cont.)
 Statistics on grievances filed
 Cost of grievances filed
Responding to NC State Bar Inquiry
(cont.)
 Administrative fees
 Applicable regulatory framework
Responding to NC State Bar Inquiry
(cont.)
 Items to remind clients
 Alternatives to grievances filed
 Tips on avoiding grievances
Responding to NC State Bar Inquiry
(cont.)
 Best Practices
 Resources
Responding to NC State Bar Inquiry
(cont.)
 Rule of Professional Conduct-7.1
 Rule of Professional Conduct-7.2
Marketing a Law Practice
 Rule of Professional Conduct-7.3
 Rule of Professional Conduct-7.5
Marketing a Law Practice (cont.)
 Applicable Ethics Opinion Notes
Marketing a Law Practice (cont.)
 Best Practices
 Resources
Marketing a Law Practice (cont.)
 Important Reminders
 Applicable Rules of Professional Responsibility
Virtual Communication
 Best Practices
 Resources
Virtual Communication (cont.)
 Attorney responsibility
 Leaving comments
 Disclaimer required
Social Media Usage
 Best Practices
 Resources
Social Media Usage (cont.)
 Best practice tips for newly licensed attorneys
 Best practice tip for solo practicing attorneys
Summary
 American Bar Association (www.americanbar.org)
 Legal Aid of NC-Pro Bono Service (www.legalaidnc.org)
 NC State Bar (www.ncbar.gov)
 NC State Bar Association (www.ncbar.org)
Resources

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Lawline-North Carolina Ethics: Tracking Best Professional Practices