Kegler Brown’s annual seminar on professional responsibility took place on Friday, September 21, 2018. This year's seminar featured guest speakers the Honorable James E. Green and Jon Coughlan, Esq., sharing their experiences and discussing unauthorized practices of law, respectively.
A panel discussion Q+A about municipal courts featured Judge Green along with Kegler Brown litigators Jane Gleaves, Jason Beehler, and moderator Chris Weber.
Chris Weber covered the topic of lawyers switching law firms and issues that arise from both sides- the law firm's perspective, and the lawyer's perspective. Then, Jason Beehler discussed ethics issues for transactional lawyers.
The Oh *!?#@ I Got a Grievance presentation will cover procedures for filing and resolving grievances, including when and why to use the disciplinary process, along with a brief understanding of the investigation process.
The Unauthorized Practice of Law: A Trap for the Unwary segment covers unauthorized practices of law including admissions, non-lawyers collecting payment, etc.
Switching Law Firms: Walking the Tight Rope will be led with a discussion about lawyers switching law firms and the parameters that surround the issues that arise from both sides - the law firm perspective and the lawyer perspective, along with a variety of topics, including the big “what-ifs,” how and when you should reach out to clients, origination + fees, etc.
Lastly, the Ethical Pitfalls in the Transactional Practice segment will discuss ethics through the transactional lens, and go over practical issues for transactional lawyers, including ethical pitfalls, such as candor to third parties, attorney-client privilege in deal documents, amongst others.
Do you know what the basic requirements are to file for Deferred Action for Childhood Arrivals, also known as "DACA"? This slide briefly summarizes the basic eligibility requirements as well as things to keep in mind when considering filing for an initial grant of DACA as well as renewal. For more information on Deferred Action, please visit our website for more information. http://www.njimmigrationattorney.com
The document summarizes an executive action immigration workshop presented by Cowles & Thompson, P.C. It discusses proposed changes to employment-based green cards and work authorizations. It also outlines the requirements and benefits of Deferred Action for Childhood Arrivals (DACA) and Deferred Action for Parental Accountability (DAPA), including protection from deportation, work authorization, and eligibility for drivers licenses and Social Security numbers. The document stresses the importance of consulting an experienced immigration attorney for legal advice regarding any immigration application or criminal matters.
Getting On Board: Best Practices on OnboardingeasyBackgrounds
This document provides a summary of a presentation on best practices for onboarding employees. The presentation was given by representatives from three NYSA Industry Partners: easyBackgrounds Inc., Tarter Krinsky & Drogin LLP, and Loveman, Kornreich & Steers, Inc. The presentation covered topics like background screening requirements, employment law guidance, and protecting companies with employment practices liability insurance. The presenters provided overviews of their companies and disclaimers before diving into the various onboarding topics.
Human Resource Background Checks & FCRA Compliance 2014Eliassen Group
This document discusses background checks and compliance. It outlines what types of background checks employers can conduct, including criminal, credit, employment and education history checks. It explains the legal requirements around background checks under the Fair Credit Reporting Act. Recent lawsuits against companies for background check non-compliance are also mentioned to emphasize the importance of following regulations. The document provides details on various check types, search locations, costs and turnaround times to help employers understand how to properly conduct background checks.
For those of you filing for DACA renewal, the National Immigrant Justice Center has compiled a great slideshow that can help with the application.
Share it with those you think can benefit from it.
The ICE Man Cometh: What If Immigration Shows Up At Your Business?ftwlaw
An employer\'s responsibilities when processing new hires are many. This presentation outlines some of the ways to proceed properly so your company is covered.
A U-Visa lets victims of crimes who meet certain requirements stay in the United States. A U-Visa provides the following benefits:
You can legally live in the United States for four years. After three years of having a U-Visa you can apply for a green card to stay in the U.S. permanently. (And if you get a green card, you can eventually apply to become a U.S. citizen).
With a U-Visa you can get permission to work in the United States.
Some of your family members might also be able to get a U-Visa
With a U-Visa you might be eligible for certain public benefits in some States like California and New York.
The Oh *!?#@ I Got a Grievance presentation will cover procedures for filing and resolving grievances, including when and why to use the disciplinary process, along with a brief understanding of the investigation process.
The Unauthorized Practice of Law: A Trap for the Unwary segment covers unauthorized practices of law including admissions, non-lawyers collecting payment, etc.
Switching Law Firms: Walking the Tight Rope will be led with a discussion about lawyers switching law firms and the parameters that surround the issues that arise from both sides - the law firm perspective and the lawyer perspective, along with a variety of topics, including the big “what-ifs,” how and when you should reach out to clients, origination + fees, etc.
Lastly, the Ethical Pitfalls in the Transactional Practice segment will discuss ethics through the transactional lens, and go over practical issues for transactional lawyers, including ethical pitfalls, such as candor to third parties, attorney-client privilege in deal documents, amongst others.
Do you know what the basic requirements are to file for Deferred Action for Childhood Arrivals, also known as "DACA"? This slide briefly summarizes the basic eligibility requirements as well as things to keep in mind when considering filing for an initial grant of DACA as well as renewal. For more information on Deferred Action, please visit our website for more information. http://www.njimmigrationattorney.com
The document summarizes an executive action immigration workshop presented by Cowles & Thompson, P.C. It discusses proposed changes to employment-based green cards and work authorizations. It also outlines the requirements and benefits of Deferred Action for Childhood Arrivals (DACA) and Deferred Action for Parental Accountability (DAPA), including protection from deportation, work authorization, and eligibility for drivers licenses and Social Security numbers. The document stresses the importance of consulting an experienced immigration attorney for legal advice regarding any immigration application or criminal matters.
Getting On Board: Best Practices on OnboardingeasyBackgrounds
This document provides a summary of a presentation on best practices for onboarding employees. The presentation was given by representatives from three NYSA Industry Partners: easyBackgrounds Inc., Tarter Krinsky & Drogin LLP, and Loveman, Kornreich & Steers, Inc. The presentation covered topics like background screening requirements, employment law guidance, and protecting companies with employment practices liability insurance. The presenters provided overviews of their companies and disclaimers before diving into the various onboarding topics.
Human Resource Background Checks & FCRA Compliance 2014Eliassen Group
This document discusses background checks and compliance. It outlines what types of background checks employers can conduct, including criminal, credit, employment and education history checks. It explains the legal requirements around background checks under the Fair Credit Reporting Act. Recent lawsuits against companies for background check non-compliance are also mentioned to emphasize the importance of following regulations. The document provides details on various check types, search locations, costs and turnaround times to help employers understand how to properly conduct background checks.
For those of you filing for DACA renewal, the National Immigrant Justice Center has compiled a great slideshow that can help with the application.
Share it with those you think can benefit from it.
The ICE Man Cometh: What If Immigration Shows Up At Your Business?ftwlaw
An employer\'s responsibilities when processing new hires are many. This presentation outlines some of the ways to proceed properly so your company is covered.
A U-Visa lets victims of crimes who meet certain requirements stay in the United States. A U-Visa provides the following benefits:
You can legally live in the United States for four years. After three years of having a U-Visa you can apply for a green card to stay in the U.S. permanently. (And if you get a green card, you can eventually apply to become a U.S. citizen).
With a U-Visa you can get permission to work in the United States.
Some of your family members might also be able to get a U-Visa
With a U-Visa you might be eligible for certain public benefits in some States like California and New York.
Instructions, Form I-821D, Consideration of Deferred Action for Childhood Arr...Richard Herman
This document provides instructions for completing Form I-821D, which is used to request consideration of deferred action for childhood arrivals. Key details include:
- Form I-821D requests that USCIS consider deferred action on a case-by-case basis based on guidelines in the Secretary of Homeland Security's 2012 memorandum.
- Applicants must submit evidence showing they meet guidelines like arriving before age 16, residing continuously since 2007, and being present on June 15, 2012.
- Applicants must also submit Form I-765 to request employment authorization. Acceptable forms of evidence include school records, medical records, tax documents, and employment records.
A U-Visa lets victims of crimes who meet certain requirements stay in the United States. A U-Visa provides the following benefits:
You can legally live in the United States for four years. After three years of having a U-Visa you can apply for a green card to stay in the U.S. permanently. (And if you get a green card, you can eventually apply to become a U.S. citizen).
With a U-Visa you can get permission to work in the United States.
Some of your family members might also be able to get a U-Visa
With a U-Visa you might be eligible for certain public benefits in some States like California and New York.
2012 08-21 deferred action for drea mers complete final final finalfpugarelli
The document provides information about Deferred Action for Childhood Arrivals (DACA), a policy that grants deferred action status to certain undocumented immigrants who came to the US as children. It explains who qualifies for DACA, what deferred action and employment authorization entail, the USCIS application process, required forms and fees, background checks, potential travel limitations, and types of documents needed to prove eligibility, such as entry before age 16 and continuous residence for at least 5 years. The presentation aims to help potential applicants and service providers understand DACA and prepare necessary documentation.
Article advising immigrants on their due process rights if detained by Immigration and some practical considerations to keep in mind if stopped by ICE (Immigration and Customs Enforcement)
This document outlines the divorce process in Arizona. It begins by listing the residency requirements to file for divorce. It then explains the steps to file a petition, have it served, and the types of divorce - consent, default, or contested. For a consent divorce, both parties must agree to all aspects and sign documents. For a default, the respondent does not respond, and the petitioner can request a hearing. A contested divorce occurs if the respondent disagrees, requiring meetings, possible mediation, and a trial.
To learn more about Deferred Action for Childhood Arrivals (DACA), please contact Elizee Hernandez Law Firm at (305) 371-8846, or on our website www.elizeehernandez.com.
There are typical requirements for attorneys to waive into another state's bar without taking the bar exam, including that the state has reciprocity, the attorney has practiced for a certain number of years, graduated from an ABA-approved law school, and passed a character and fitness determination. It is important for attorneys considering waiving in to carefully research the requirements of that specific state. To effectively manage the waive-in process, attorneys should gather documents and references early, be prepared to provide tax returns, and contact the state bar if they have any questions.
Cja 350 Enthusiastic Study / snaptutorial.comStephenson24
Ed Robertson is a twenty-year-old student. He is in his first year at the local community college. He is pursuing the course to become an elementary school teacher. He is single and works part-time delivering pizzas.
The chair of the Boulder County canvass board notified the Secretary of State that the election records submitted by the Boulder County Clerk were false. At its meeting, the canvass board voted 4-3 to not certify the primary election results and summarize their reasons for noncertification. However, the Boulder County Clerk signed and submitted a certification document to the Secretary of State asserting that the canvass board had certified the results, which the chair stated was absolutely not true since the board had voted not to certify. The chair promptly notified the Department of State about the problems with the submitted package.
Executive action of november 20 2014 (English) As of 12 04-2014vacolao
President Obama announced on November 20th several changes to US immigration policy including to expand the Deferred Action program for Childhood Arrivals (DACA) as well as provide relief to parents of US citizen and lawful permanent resident children (DAPA). On December 4th, the Legal Aid Justice Center provided an information session on the new polices that included details on eligibility requirements, how and when to apply, and other related issues such as eligibility for work permits, authorization to travel outside the United States, and eligibility for Virginia drivers licenses.
This material was put together by Legal Aid Justice Center. This presentation is intended to provide general legal information and is not a substitute for legal advice. Each case is different, and you should consult a qualified immigration attorney if you have questions about your own case. Notarios publicos are not attorneys and are not qualified to give you legal advice.
This information is accurate as of December 4, 2014.
This document provides information and advice for immigrants and their families on how to prepare in case of arrest by immigration authorities. It recommends taking steps like ensuring emergency contacts and medical information are up to date at children's schools, designating someone with power of attorney, obtaining passports for children, saving money for potential immigration bonds, and memorizing important phone numbers in case only one call can be made from detention. It stresses only obtaining legal advice from authorized representatives and warns against scams. The document outlines rights if approached by immigration authorities, including not opening the door or answering questions without a signed warrant.
Deferred Action For Childhood Arrivals Presentationholaedgar
This is a presentation created by Legal Aid Justice Center, VACOLAO and other organizations to provide information regarding the new program that would benefit almost two million of DREAMers.
The document discusses Deferred Action for Childhood Arrivals (DACA), a discretionary determination to defer removal action of certain individuals who came to the US as children. To qualify for DACA, individuals must meet guidelines related to age, education, criminal history, and continuous residence. If granted, DACA provides deferred action from deportation and eligibility to apply for work authorization. However, DACA can be rescinded and does not provide a path to lawful status or citizenship. The document reviews the DACA application process and requirements in detail.
How Long Will You Wait to Reenter the United States after Deportation?Eduardo Paredes
After earning his JD from Whittier College School of Law, Eduardo Paredes went into solo practice. Based in Los Angeles, California, Eduardo Paredes represents clients in criminal and immigration law cases.
This presentation summarizes state and local "ban the box" laws that restrict when employers can ask about an applicant's criminal history. It discusses the varying requirements for when criminal history inquiries are allowed, applicable time limits, exceptions, and best practices for compliance. The presentation was given by attorneys from Seyfarth Shaw LLP to provide employers with an overview of the complex patchwork of laws in this area.
This powerpoint will help you understand how a person can lose their permanent resident ("green card") status, and inform them on what they need to do to preserve it.
Kegler Brown's annual seminar on professional responsibility was presented on Friday, October 18, 2019 at the Columbus Bar Association (CBA). This year's seminar featured guest speaker, Kent Markus, who is a part of the Bar and General Counsel at the CBA, showcased an overview of the disciplinary system featuring an in-depth flowchart along with practical tips and best practices.
A panel discussion Q+A about topics ranging from advisory opinions, recent ethics developments, identifying issues, and the duty to report, were all covered by Kegler Brown litigators Jane Gleaves and Jason Beehler.
Moderator, Chris Weber discussed ways to navigate Ohio's Advocate-Witness rule, and his personal recommendations for best practices.
Sari Friedman Lawyer - Brief Introduction and Explanation about Famiy Laws Sari Friedman & Friedman
Sari Friedman Lawyer has published many articles on divorce law, family law matters and achieved many awards. Family law matters include divorce cases, child custody, adoption, etc.. Some relations need legal identities like marriage and adoption. We require a proper legal papers as a proof for these relations. Family law expert and divorce expert Sari Friedman Lawyer are explaining the procedures that we need to follow in divorce cases.
Going to Court in a DVPO Case without Family Law Issues.pptNathanEarwood
This document provides an overview of the process for going to court in a domestic violence protective order case in North Carolina. It discusses the different hearings that may occur, including the ex parte hearing and 10-day hearing. It also summarizes scenarios that could occur at the 10-day hearing, such as the plaintiff wanting to dismiss, one or both parties not appearing, or the defendant contesting the order. The document provides guidance on obtaining a consent order or proceeding with a contested case, including the elements that must be proven.
Slides for a presentation I am giving in August, 2013 on legal issues impacting GLBT individuals in Pennsylvania. This is a very broad overview. It includes a look at the impact of DOMA
Ruchi Bhakhri Sharma has over 14 years of experience in litigation and legal process outsourcing, including drafting a wide range of contracts and providing litigation support services. She offers services such as contract drafting, legal research, discovery services, and document review for clients in the US, UK, and Australia. Her methodology involves clearly defining the project scope and timelines with the client, delivering the project, and gathering feedback.
Show Me Your License and Registration: Reasons to be Concerned About In-House...RonaldJLevine
Show Me Your License and Registration: Reasons to be Concerned About In-House Bar Admissions
Greater New York Chapter of Association of Corporate Counsel’s Annual Ethics CLE Program
Instructions, Form I-821D, Consideration of Deferred Action for Childhood Arr...Richard Herman
This document provides instructions for completing Form I-821D, which is used to request consideration of deferred action for childhood arrivals. Key details include:
- Form I-821D requests that USCIS consider deferred action on a case-by-case basis based on guidelines in the Secretary of Homeland Security's 2012 memorandum.
- Applicants must submit evidence showing they meet guidelines like arriving before age 16, residing continuously since 2007, and being present on June 15, 2012.
- Applicants must also submit Form I-765 to request employment authorization. Acceptable forms of evidence include school records, medical records, tax documents, and employment records.
A U-Visa lets victims of crimes who meet certain requirements stay in the United States. A U-Visa provides the following benefits:
You can legally live in the United States for four years. After three years of having a U-Visa you can apply for a green card to stay in the U.S. permanently. (And if you get a green card, you can eventually apply to become a U.S. citizen).
With a U-Visa you can get permission to work in the United States.
Some of your family members might also be able to get a U-Visa
With a U-Visa you might be eligible for certain public benefits in some States like California and New York.
2012 08-21 deferred action for drea mers complete final final finalfpugarelli
The document provides information about Deferred Action for Childhood Arrivals (DACA), a policy that grants deferred action status to certain undocumented immigrants who came to the US as children. It explains who qualifies for DACA, what deferred action and employment authorization entail, the USCIS application process, required forms and fees, background checks, potential travel limitations, and types of documents needed to prove eligibility, such as entry before age 16 and continuous residence for at least 5 years. The presentation aims to help potential applicants and service providers understand DACA and prepare necessary documentation.
Article advising immigrants on their due process rights if detained by Immigration and some practical considerations to keep in mind if stopped by ICE (Immigration and Customs Enforcement)
This document outlines the divorce process in Arizona. It begins by listing the residency requirements to file for divorce. It then explains the steps to file a petition, have it served, and the types of divorce - consent, default, or contested. For a consent divorce, both parties must agree to all aspects and sign documents. For a default, the respondent does not respond, and the petitioner can request a hearing. A contested divorce occurs if the respondent disagrees, requiring meetings, possible mediation, and a trial.
To learn more about Deferred Action for Childhood Arrivals (DACA), please contact Elizee Hernandez Law Firm at (305) 371-8846, or on our website www.elizeehernandez.com.
There are typical requirements for attorneys to waive into another state's bar without taking the bar exam, including that the state has reciprocity, the attorney has practiced for a certain number of years, graduated from an ABA-approved law school, and passed a character and fitness determination. It is important for attorneys considering waiving in to carefully research the requirements of that specific state. To effectively manage the waive-in process, attorneys should gather documents and references early, be prepared to provide tax returns, and contact the state bar if they have any questions.
Cja 350 Enthusiastic Study / snaptutorial.comStephenson24
Ed Robertson is a twenty-year-old student. He is in his first year at the local community college. He is pursuing the course to become an elementary school teacher. He is single and works part-time delivering pizzas.
The chair of the Boulder County canvass board notified the Secretary of State that the election records submitted by the Boulder County Clerk were false. At its meeting, the canvass board voted 4-3 to not certify the primary election results and summarize their reasons for noncertification. However, the Boulder County Clerk signed and submitted a certification document to the Secretary of State asserting that the canvass board had certified the results, which the chair stated was absolutely not true since the board had voted not to certify. The chair promptly notified the Department of State about the problems with the submitted package.
Executive action of november 20 2014 (English) As of 12 04-2014vacolao
President Obama announced on November 20th several changes to US immigration policy including to expand the Deferred Action program for Childhood Arrivals (DACA) as well as provide relief to parents of US citizen and lawful permanent resident children (DAPA). On December 4th, the Legal Aid Justice Center provided an information session on the new polices that included details on eligibility requirements, how and when to apply, and other related issues such as eligibility for work permits, authorization to travel outside the United States, and eligibility for Virginia drivers licenses.
This material was put together by Legal Aid Justice Center. This presentation is intended to provide general legal information and is not a substitute for legal advice. Each case is different, and you should consult a qualified immigration attorney if you have questions about your own case. Notarios publicos are not attorneys and are not qualified to give you legal advice.
This information is accurate as of December 4, 2014.
This document provides information and advice for immigrants and their families on how to prepare in case of arrest by immigration authorities. It recommends taking steps like ensuring emergency contacts and medical information are up to date at children's schools, designating someone with power of attorney, obtaining passports for children, saving money for potential immigration bonds, and memorizing important phone numbers in case only one call can be made from detention. It stresses only obtaining legal advice from authorized representatives and warns against scams. The document outlines rights if approached by immigration authorities, including not opening the door or answering questions without a signed warrant.
Deferred Action For Childhood Arrivals Presentationholaedgar
This is a presentation created by Legal Aid Justice Center, VACOLAO and other organizations to provide information regarding the new program that would benefit almost two million of DREAMers.
The document discusses Deferred Action for Childhood Arrivals (DACA), a discretionary determination to defer removal action of certain individuals who came to the US as children. To qualify for DACA, individuals must meet guidelines related to age, education, criminal history, and continuous residence. If granted, DACA provides deferred action from deportation and eligibility to apply for work authorization. However, DACA can be rescinded and does not provide a path to lawful status or citizenship. The document reviews the DACA application process and requirements in detail.
How Long Will You Wait to Reenter the United States after Deportation?Eduardo Paredes
After earning his JD from Whittier College School of Law, Eduardo Paredes went into solo practice. Based in Los Angeles, California, Eduardo Paredes represents clients in criminal and immigration law cases.
This presentation summarizes state and local "ban the box" laws that restrict when employers can ask about an applicant's criminal history. It discusses the varying requirements for when criminal history inquiries are allowed, applicable time limits, exceptions, and best practices for compliance. The presentation was given by attorneys from Seyfarth Shaw LLP to provide employers with an overview of the complex patchwork of laws in this area.
This powerpoint will help you understand how a person can lose their permanent resident ("green card") status, and inform them on what they need to do to preserve it.
Kegler Brown's annual seminar on professional responsibility was presented on Friday, October 18, 2019 at the Columbus Bar Association (CBA). This year's seminar featured guest speaker, Kent Markus, who is a part of the Bar and General Counsel at the CBA, showcased an overview of the disciplinary system featuring an in-depth flowchart along with practical tips and best practices.
A panel discussion Q+A about topics ranging from advisory opinions, recent ethics developments, identifying issues, and the duty to report, were all covered by Kegler Brown litigators Jane Gleaves and Jason Beehler.
Moderator, Chris Weber discussed ways to navigate Ohio's Advocate-Witness rule, and his personal recommendations for best practices.
Sari Friedman Lawyer - Brief Introduction and Explanation about Famiy Laws Sari Friedman & Friedman
Sari Friedman Lawyer has published many articles on divorce law, family law matters and achieved many awards. Family law matters include divorce cases, child custody, adoption, etc.. Some relations need legal identities like marriage and adoption. We require a proper legal papers as a proof for these relations. Family law expert and divorce expert Sari Friedman Lawyer are explaining the procedures that we need to follow in divorce cases.
Going to Court in a DVPO Case without Family Law Issues.pptNathanEarwood
This document provides an overview of the process for going to court in a domestic violence protective order case in North Carolina. It discusses the different hearings that may occur, including the ex parte hearing and 10-day hearing. It also summarizes scenarios that could occur at the 10-day hearing, such as the plaintiff wanting to dismiss, one or both parties not appearing, or the defendant contesting the order. The document provides guidance on obtaining a consent order or proceeding with a contested case, including the elements that must be proven.
Slides for a presentation I am giving in August, 2013 on legal issues impacting GLBT individuals in Pennsylvania. This is a very broad overview. It includes a look at the impact of DOMA
Ruchi Bhakhri Sharma has over 14 years of experience in litigation and legal process outsourcing, including drafting a wide range of contracts and providing litigation support services. She offers services such as contract drafting, legal research, discovery services, and document review for clients in the US, UK, and Australia. Her methodology involves clearly defining the project scope and timelines with the client, delivering the project, and gathering feedback.
Show Me Your License and Registration: Reasons to be Concerned About In-House...RonaldJLevine
Show Me Your License and Registration: Reasons to be Concerned About In-House Bar Admissions
Greater New York Chapter of Association of Corporate Counsel’s Annual Ethics CLE Program
Ned Hale is an attorney and owner of Hale Law Group, P.A. located in Estero, Florida. He has over 20 years of experience handling hundreds of real estate, business, estate planning, and litigation matters. Hale Law Group provides legal services in areas including real estate law, business law, estate planning, foreclosure defense, and asset protection. Client Shawn notes that Ned aims to under promise and over deliver for his clients.
This document provides information about family law issues related to separation and divorce. It discusses things to consider at separation like finances and living arrangements. It explains the requirements for no-fault divorce in Australia and the two main areas of family law - property and children. When parties agree, they can divide property through consent orders or binding financial agreements. When they disagree, the court considers contributions, future needs, and a just and equitable division of property and financial resources. Two case studies are presented as examples.
Bankruptcy, Foreclosure and Short Sale Seminar for Real Estate ProfessionalsPeggy Urbaneja
Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, Short Sale, Foreclosure Slide Show for Real Estate Professionals, Changes in the HUD, Settlement Statement
LegalShield provides legal plans and identity theft protection services to over 3.5 million members across the United States and Canada, generating approximately $450 million in annual revenue. They have a network of over 34,000 law firms across 49 states and Canada and employ 650 people at their headquarters in Ada, Oklahoma. LegalShield's plans offer members access to legal advice and services for both personal and business legal issues for a low monthly fee.
Ned Hale is an attorney and owner of Hale Law Group, P.A. located in Estero, Florida. He has over 20 years of experience handling hundreds of real estate, business, estate planning, and litigation matters. Hale Law Group provides legal services in areas including real estate law, business law, estate planning, foreclosure defense, and asset protection. Client Shawn notes that Ned aims to over deliver for his clients and will turn business away if he cannot properly handle a case.
This deck overviews a recent presentation given by Total Alignment Wealth Advisors on same sex marriage financial planning and family issues. It was offered along with financial advice and strategies by Managing Member & Chief Wealth Advisor Robert Hayden, JD, CFP®, CDFA™.
For more information contact: lgbt@totalalignmentwealth.com
What is Bar Reciprocity and Which States Allow You to Waive Into the Bar.pdfBCG Attorney Search
In this webinar with Harrison Barnes, you will learn:
-What to consider when you are conducting a job search in multiple markets.
- How additional markets give you additional options in all kinds of ways including lifestyle, financial benefits, prestige, happiness and other considerations.
-Why a bar admission also gives you the opportunity to be your own employer.
Sign up now:
https://www.bcgsearch.com/candidate_login.php
Frank L. Vosholler III is an attorney licensed in Illinois who owns his own law firm focusing on bankruptcy, real estate, and other legal matters. He has over 10 years of legal experience, including work as an associate at several law firms concentrating on bankruptcy, foreclosures, and debt relief. He currently works as a solo practitioner and of counsel at another law firm, assisting clients in Illinois and Florida.
One of the great misunderstandings is how assets in trusts are dealt with in the Family Court. Are they excluded or are they in?
Asset pools in these cases can be significant, so before you suggest a particular asset-holding structure for a client, it’s important to know what the answer is.
In this webinar for Accountants we look at some case examples and cover the important questions, such as:
- How is property settlement determined?
- What is “property” and what is a “financial resource”?
- What power does the Family Court have to deal with Trusts?
- What, if anything, can be done to remove a Trust from the Court’s reach?
Note: prices shown in the video might not be reflective of our current prices. Please, refer to the website https://www.michaellynchfamilylawyers.com.au for updated information. Thank you.
Whether you run your own business as a sole trader, as part of a partnership or through a company you will appreciate that a key aspect of any good business plan is continuity.
Have you considered the effects of what may happen if you suddenly became unable to manage your business and financial affairs whether through illness, injury or even due to being temporarily stuck abroad? In the short term this could cause delays and initial loss of business but long term the effect could be catastrophic.
This presentation highlights the need for a LPA to help keep your business flourishing.
The document summarizes the process and requirements to become a Limited Licensed Legal Technician (LLLT) in Washington State. Key points include:
- LLLTs can provide legal advice independently in certain practice areas like family law, under the supervision of a licensed attorney.
- Educational requirements include an associate's degree, 45 credit hours of core law curriculum from an ABA-approved program, and courses specific to the practice area.
- Candidates must pass exams on their practice area and professional responsibility, and obtain 3,000 hours of legal work experience before receiving their license.
- The first LLLT licensed in family law in Washington State discussed her experience building her practice and working with clients.
Estate Planning and Planned Charitable Giving PresentationGreg Laux
Greg Laux, an attorney with Kohnen & Patton LLP, gave a seminar on estate planning and planned charitable giving. He discussed what happens under Ohio law if someone dies without a will, including their probate and non-probate assets being distributed according to the Ohio statute of descent and distribution. He emphasized the importance of having a will to dictate the disposition of one's estate according to their own preferences. Laux also outlined the advantages and disadvantages of both having a will and not having a will.
On Thursday, May 9, 2024, Kegler Brown presented its annual Managing Labor + Employee Seminar. The in-person and virtual seminar focused on timely information regarding labor and employee relations, and allowed attendees to earn CLE and SHRM credit hours.
On Wednesday, May 24, 2023 Kegler Brown presented its annual Managing Labor + Employee Seminar. The in-person and virtual seminar focused on timely information regarding labor and employee relations, and allowed attendees to earn CLE and SHRM credit hours.
On Thursday, February 23, Kegler Brown’s Construction lawyers, Don Gregory and Mike Madigan, presented an informative strategy session on ways to deal with central Ohio’s labor shortage and diversity and inclusion goals.
On April 24, Tony spoke to attendees of the Ohio SHRM State Council, HR Florida State Council and Aspect Marketing and Communications’ 2022 HR Cruise, presenting on how the post-pandemic workplace issues will affect the HR profession. Tony took attendees on a journey through workplaces of the past and future spanning a century starting with the Jetson’s future from the 1960s to the metaverse worlds in Ready Player One and Free Guy. Attendees learned about changes in local, state, and federal laws and regulations as well as court decisions, which attempt to stay ahead of such workplace changes. He also outlined ideas on how to address post-pandemic workplace issues to attract and retain a talented workforce. He finally touched on how to enable professionals to communicate the challenges facing the workplace to elected officials.
On Tuesday, March 8, 2022 Kegler Brown presented its annual Managing Labor + Employee Seminar. The virtual seminar focused on timely information regarding labor and employee relations, and allowed attendees to earn CLE and SHRM credit hours.
On Tuesday, March 9. 2021 Kegler Brown presented its annual Managing Labor + Employee Seminar. The virtual seminar focused on timely information regarding labor and employee relations, and allowed attendees to earn CLE and SHRM credit hours.
Danielle Crane kicked things off walking through the implications on the labor and employment sectors and how to prepare for anticipated changes with Joe Biden taking office and his inauguration. Our litigation attorney, Jane Gleaves covered how courts have had to adjust to the pandemic, how lawyers are taking litigation virtual and the noticed trends in litigation in light of the COVID-19 pandemic. Brendan Feheley, the chair of our Labor + Employment practice closed the seminar by providing an update on the employment law issues surrounding the global pandemic and America’s response to it.
As part of our 2020 LGBTQ SCOTUS Ruling webinar on July 7th, Brendan and Danielle hosted an in-depth discussion about the recent SCOTUS decision protecting the employment rights of LGBTQ employees under Title VII. The webinar primed employers for what we think will be coming, provided advice on the issues and questions to think about moving forward, and gave important employment considerations as we begin to receive guidance from the EEOC and federal courts.
Key Legal + Business Issues - Navigating Complexities in Doing Business in th...Kegler Brown Hill + Ritter
On Friday, May 1, Vinita Mehra and Cody Myers presented at Indo-American Chamber of Commerce’s Key Legal + Business Issues: Navigating Complexities in Doing Business in the U.S. webinar. The webinar covered a variety of topics including: drivers + trends of Indian outbound investments to the U.S., EDO incentive programming, negotiating contracts, protecting intellectual property, and impact of COVID-19 on Indo-U.S. businesses.
On December 3, Luis shared an update on Ohio’s medical marijuana law with the National Business Institute. He also discussed marijuana at a national level, detailing tax collections and the IRS sections related to doing business in marijuana. Using recent case studies, Luis illustrated how businesses can and cannot deduct or capitalize indirect expenses. Issues such as labor and licenses were also addressed. Luis also presented this topic at a December 17 event put on by the National Business Institute in Dayton, Ohio
On October 22, Luis spoke to the Mid-Ohio Regional Planning Commission about the history, status and future of legalization and the cannabis industry. Along with looking at the global medical marijuana industry and the tax revenues of adult use states, Luis also updated attendees on the structure of licensure in Ohio. Discussing the changing views and impacts on cities of marijuana, Luis broke down moratoriums, industry and zoning regulations, and new frontiers for decriminalization.
Luis spoke at a luncheon for the Paralegal Association of Central Ohio on April 23 and detailed the history, structure and impact of legalized marijuana. With a focus on Ohio’s Medical Marijuana Control Program, Luis reviewed several scientific, economic, cultural and legal aspects of legalization throughout the US. Along with taking questions from attendees, Luis also discussed what the future looks like for marijuana in Ohio.
Speaking to the Ohio Chamber of Commerce on April 5, Luis discussed several issues related to employment and medical marijuana. He detailed what the OMMCP does not do, such as how it does not require an employer to permit or accommodate an employee's use, or prohibit an employer from establishing and enforcing a drug testing policy, drug-free workplace policy, or zero-tolerance drug policy. He also highlighted other employment concerns, such as how the Worker’s Compensation Bureau will not pay for medical marijuana, and briefly reviewed the medical marijuana industry, looking at topics from sales figures to collegiate cannabis courses.
On February 27, Luis presented at a seminar put on by the Columbus Bar Association examining Ohio’s medical marijuana industry from a legal perspective. Including not only statutory and regulatory issues, this seminar also looked at commercial transactions and ownership/licensure transfers. It also discussed concerns typical of any industry, such as employment issues and capital raising, but that have unique challenges when it comes to medical marijuana. They also looked ahead to discuss the possible future of marijuana in Ohio, including questions of federal regulation and recreational use.
The document provides guidance on conducting workplace investigations. It emphasizes the importance of conducting investigations promptly, consistently, and competently to avoid legal issues. Key elements of a successful investigation include selecting an appropriate impartial investigator, gathering all relevant documents, and conducting effective interviews of complainants, accused parties, and witnesses. The document cautions that investigations must be taken seriously and all facts gathered before reaching conclusions or taking disciplinary action.
The document discusses various aspects of cannabis/marijuana including:
- Its botanical classification as Cannabis sativa and the two most dominant cannabinoids, THC and CBD.
- Differences between hemp and marijuana in terms of THC content and approved uses.
- Issues around employers requiring drug testing and being able to take action against employees who use medical marijuana, even if legal in their state.
- The complex interplay between state medical marijuana laws and federal laws where marijuana remains illegal.
Presented on 11/21 by Eric Duffee and Randy Gerber, Founder and Principal of Gerber LLC, as part of a four part series. This segment of the series covered equity-based employee incentives. It offered a clear description as to what they are, why companies use them, as well as some things to consider. Randy and Eric showcased a variety of examples along with a few alternatives in regard to compensation.
Grow + Sell Your Business Part Three: Practical Tips To Facilitate a TransactionKegler Brown Hill + Ritter
Presented by Eric Duffee and Michael Shaw, Copper Run Capital, on 10/17 as part of a Four Part Series. This segment of the series offered 8 clear steps to follow in pursuit of facilitating a successful transaction. It covered areas such as securing your assets, awareness of current market trends, a visual analysis of our current market update, and surrounding yourself with the right team.
The document discusses issues around classifying workers as employees or independent contractors in the gig economy. It notes that misclassifying employees loses them important workplace protections and can result in penalties for companies. There are multiple tests used to determine proper classification, including examining the employer's control over the worker and the economic reality of the relationship. Recent cases involve workers in industries like delivery, security, and dentistry arguing for employee status. The document also discusses potential liability around harassment, negligence, and branding issues depending on how workers are classified. Finally, it presents some options for addressing these issues, such as hiring workers as employees, revising independent contractor agreements, or using a staffing company.
Presented by Eric Duffee and Steve Barsotti on 9/19 as Part 2 of a Four Part Series. This seminar introduced the basics of Patent Requirements, Copyrights and confidential information (including Trade Secrets) and explained the strategies for and significance of protecting them. Discussions included necessary criteria for registration, how rights are established, and steps for filing and enforcement.
The first seminar of a four-part series on growing a business and preparing it for sale led by the co-chair of Kegler Brown's M+A practice, Eric Duffee. Eric partnered with Jeff Tubaugh and Maggie Gilmore of BDO for this presentation, which focused on the fundamentals of entity selection. It detailed different entity types and the related impacts from tax reform affecting them. It also discussed concerns related to outside investors, partnerships, various structural forms and the tax impact of each.
The Future of Criminal Defense Lawyer in India.pdfveteranlegal
https://veteranlegal.in/defense-lawyer-in-india/ | Criminal defense Lawyer in India has always been a vital aspect of the country's legal system. As defenders of justice, criminal Defense Lawyer play a critical role in ensuring that individuals accused of crimes receive a fair trial and that their constitutional rights are protected. As India evolves socially, economically, and technologically, the role and future of criminal Defense Lawyer are also undergoing significant changes. This comprehensive blog explores the current landscape, challenges, technological advancements, and prospects for criminal Defense Lawyer in India.
Receivership and liquidation Accounts
Being a Paper Presented at Business Recovery and Insolvency Practitioners Association of Nigeria (BRIPAN) on Friday, August 18, 2023.
Pedal to the Court Understanding Your Rights after a Cycling Collision.pdfSunsetWestLegalGroup
The immediate step is an intelligent choice; don’t procrastinate. In the aftermath of the crash, taking care of yourself and taking quick steps can help you protect yourself from significant injuries. Make sure that you have collected the essential data and information.
Genocide in International Criminal Law.pptxMasoudZamani13
Excited to share insights from my recent presentation on genocide! 💡 In light of ongoing debates, it's crucial to delve into the nuances of this grave crime.
Business law for the students of undergraduate level. The presentation contains the summary of all the chapters under the syllabus of State University, Contract Act, Sale of Goods Act, Negotiable Instrument Act, Partnership Act, Limited Liability Act, Consumer Protection Act.
Corporate Governance : Scope and Legal Frameworkdevaki57
CORPORATE GOVERNANCE
MEANING
Corporate Governance refers to the way in which companies are governed and to what purpose. It identifies who has power and accountability, and who makes decisions. It is, in essence, a toolkit that enables management and the board to deal more effectively with the challenges of running a company.
Integrating Advocacy and Legal Tactics to Tackle Online Consumer Complaintsseoglobal20
Our company bridges the gap between registered users and experienced advocates, offering a user-friendly online platform for seamless interaction. This platform empowers users to voice their grievances, particularly regarding online consumer issues. We streamline support by utilizing our team of expert advocates to provide consultancy services and initiate appropriate legal actions.
Our Online Consumer Legal Forum offers comprehensive guidance to individuals and businesses facing consumer complaints. With a dedicated team, round-the-clock support, and efficient complaint management, we are the preferred solution for addressing consumer grievances.
Our intuitive online interface allows individuals to register complaints, seek legal advice, and pursue justice conveniently. Users can submit complaints via mobile devices and send legal notices to companies directly through our portal.
4. Unauthorized Practice of Law:
A bar to admission ?
Jonathan Coughlan
Coughlan Law Firm LLC
81 Mill Street
Columbus, Ohio 43230
5. For example --
• Kentucky lawyer
• Properly licensed in
Kentucky
• Working on Kentucky
legal matters
• Only for Kentucky
clients
• At Ohio firm with
Kentucky clients
• From Firm’s Cincinnati
office
• While living in
Cincinnati
UPL?
This Photo by Unknown Author is licensed under CC BY
6. Or…. What about…..
• Washington DC lawyer
• Partner in DC Firm
• Engaged in Federal Regulatory
Practice
• All large corporate clients
• Working for 6 months from Mom’s
house in Cleveland
• Not working on any Ohio matters
• Nor for any Ohio Corporations
UPL?This Photo by Unknown Author is licensed under CC BY-ND
7. OR.. How about….
• Lawyer licensed in Texas & NY
• Represents clients in both
jurisdictions
• On Tax matters – both state and
federal
• Wife takes a job in Toledo (M.D.)
• Works on client matters from
Toledo home
• Travels to Texas office
occasionally
•UPL?
This Photo by Unknown Author is licensed under CC BY
8. And, finally……
• Indiana Lawyer
• Works out of Cincinnati law
firm
• On Indiana legal matters
• For Indiana clients
• Occasionally, assists Ohio
licensed partner on Ohio
matters under her
supervision
• Lives and works during the
evenings in Ohio home
This Photo by Unknown Author is licensed under CC BY-NC-ND
9. Rule 5.5 (b)
• A lawyer not admitted in Ohio
shall not:
(1) Establish an office or other
systematic and continuous
presence in Ohio for the
practice of law;
(2) Hold out to the public or
otherwise represent the
lawyer is admitted to practice
law in Ohio
This Photo by Unknown Author is licensed under CC BY-SA
10. Rule 5.5
• Lawyer duly licensed in another state may provide legal services on a
temporary basis in this jurisdiction of one or the following apply:
• In association with an Ohio lawyer who participates in the matter;
• Reasonably related to proceeding before tribunal in Ohio or another
state and if the lawyer, or the person lawyer is assisting, is authorized
by law or order to appear or reasonably expects to be so authorized;
• Related to pending/potential mediation, arbitration, ADR, in Ohio or
another state, and services reasonably related to lawyer’s practice
• Lawyer engages in negotiations, investigations, or other nonlitigation
activities that are reasonably related to lawyer’s practice in home
state
• PHEW!
11. ALL of these possibilities are
contingent on one requirement ---
-
TEMPORARY
This Photo by Unknown Author is licensed under CC BY-SA
12. First question --
• Does representing
out-of-state clients in
non-Ohio matters
from an Ohio location
constitute practicing
law in Ohio?This Photo by Unknown Author is licensed under CC BY
13. Gov. Bar R. VII
§2
The rendering of
legal services for
another by any
person not admitted
to practice in Ohio is
UPL
This Photo by Unknown Author is licensed under CC BY-ND
14. So, in Ohio…
The answer to the
question is YES -- it
is UPL for an
licensed out-of-state
lawyer to work on
their home
jurisdiction matters
while physically in
Ohio…
This Photo by Unknown Author is licensed under CC BY
15. And, there are
a series of
exceptions to
Gov. Bar Rule
VII § 2….. The
relevant one
here is Rule
5.5
This Photo by Unknown Author is licensed under CC BY-NC-ND
16. Brings us back to 5.5 (c)
• Lawyer duly licensed in another state may provide legal services on a
temporary basis in this jurisdiction of one or the following apply:
• In association with an Ohio lawyer who participates in the matter;
• Reasonably related to a proceeding before a tribunal in Ohio or another state
and if the lawyer, or the person lawyer is assisting, is authorized by law or
order to appear or reasonably expects to be so authorized;
• Related to pending/potential mediation, arbitration, ADR, in Ohio or another
state, and services reasonably related to lawyer’s practice
• Lawyer engages in negotiations, investigations, or other nonlitigation
activities that are reasonably related to lawyer’s practice in home state
17. Specific cases
– In re Egan
• Egan worked at Cincy law firm
from 2002 – 2013
• Limited her practice to Kentucky
matters
• 2008 – applied for admission on
motion
• Denied – did not have 5 years
practicing in another
jurisdiction
• 2015 – applied to take 2016
Ohio bar exam
18. In re Egan
• Lawyer testified she had no idea she
might be engaged in UPL until she met
with counsel to assist with her application
• And the Cincy bar association lawyers
who interviewed her were equally
unaware this might be an issue so they
approved her application
• C & F board found that lawyer had
engaged in UPL – rec’d admission be
denied
• Noting that the “temporary” exception in
5.5(c) did not apply, the Court found she
engaged in UPL
20. So, had to wait from 2015
until Feb 2018
• Not because she engaged in some
questionable conduct in a single legal
matter
• Not because she represented an Ohio
client when she wasn’t licensed in
Ohio
• Not because she had some legitimate
character issues – truthfulness, or
reliability or trustworthiness
• Not because she had a substance issue
• NOPE – just because her office was
located in Cincinnati
21. Another case – Texas/NY Tax Lawyer
• 2014 --Moved to Toledo because of wife’s new
position
• Continuing to represent clients in Texas & NY
• 2016 -- Decided to offer Tax Clinic at Law
School
• 2016 Sought admission on motion to Ohio bar
• Had requisite 5 years in another jurisdiction
• BUT what was the one difference between his
circumstances and Egan’s?This Photo by Unknown Author is licensed under CC BY-NC-ND
22. Rule 5.5 (b)
• A lawyer not
admitted in Ohio shall
not – establish an
office to other
systematic and
continuous presence
in Ohio for the
practice of law
This Photo by Unknown Author is licensed under CC BY-SA-NC
23. His actions violated
the “Boots on the
ground” rule just as
much as Egan’s
BOTH represented
clients from their
home jurisdiction &
both did so from an
Ohio location
This Photo by Unknown Author is licensed under CC BY-NC
24. Latest case
… Alice A.
Jones
2009 --Licensed in Kentucky
2009- 2015 Worked in Kentucky
2/2015 – her firm was acquired by Dinsmore
10/2015 – applied to take Ohio bar
11/2015 – moved to Cincy, worked in Cincy
office
ONLY worked on Kentucky matters for
Kentucky clients
Cincy Bar Association approved her application
25. Alice A.
Jones
05/2016 – C & F requested supplemental affidavit
11/2016 – C & F hearing panel appointed
04/2017 – C & F hearing held
08/2017 – Admission denied, order confirmed only
issue was her physical presence in Ohio, requested
an affidavit saying – ceasing practice in Ohio and only
engaging in services of a paralegal.
Jones refused to abandon Kentucky clients and
submit an affidavit with a faulty premise
(that she did not fit under 5.5 (c))
26. And since C & F
order in Aug.
2017
04/2018 – Supreme Court issued show cause order
07/2018 – Case argued to Supreme Court
Since 2015 Jones has –
Worked exclusively on Kentucky matters
Traveled to Kentucky to work on client matters
Maintained Dinsmore’s Kentucky address and phone #,
business cards & professional profile on firm’s website
27. Jones’
argument – in
compliance
with 5.5
Lawyer duly licensed in another state
may provide legal services on a
temporary basis in this jurisdiction if:
Reasonably related to proceeding before
a tribunal in Ohio or another state and if
the lawyer, or the person lawyer is
assisting, is authorized by law or order
to appear in such proceeding or
reasonably expects to be so authorized;
29. So, which is it?
• Is she an out-of-state lawyer who
established an office with a
systematic and continuous
presence in Ohio for the practice
of law?
• OR
• Is she temporarily providing
services related to pending or
potential proceedings before a
tribunal in another jurisdiction
where the lawyer is authorized to
appear?
66. Upon death or dissolution of a Member, the other
Members shall have the option to purchase; if the
other Members exercise such option to purchase,
then the affected Member or the personal
representative of the estate of the deceased Member
shall sell all of the Company Units owned by the
Seller. The Purchaser shall exercise such option, if at
all, by written notice of exercise delivered to the
Seller within one hundred eighty (180) days after the
occurrence of the Triggering Event. The purchase
price and terms of payment for such purchase shall
be as provided in Sections 10.5, 10.6, and 10.7 below.
67. RPC 1.7
Conflicts
A lawyer’s acceptance or continuation
of representation of a client creates a
conflict of interest if either:
Representation of client will be directly
adverse to another current client; OR
There’s substantial risk the lawyer’s
ability to consider, recommend, or carry
out an appropriate course of action for
that client will be materially limited by
lawyer’s responsibilities to another
client, a former client, a third person or
by the lawyer’s own personal interests
68. CRITICAL
Questions
Difference in interests between the client
and lawyer or between two clients exists
or is likely to arise?
Whether this difference in interests will
materially interfere with the lawyer’s
independent professional judgment?
69. Shall not accept/continue
representation unless:
Competent +
diligent
representation
to each client
Informed
consent,
confirmed in
writing
Not prohibited
by division (c)
70. RPC 1.7
Conflicts
Even if clients consent, can’t
accept representation if either:
Prohibited by law; OR
One client will be asserting a claim
against another in the same
proceeding
71. Shall not accept/continue
representation unless:
Competent +
diligent
representation
to each client
Informed
consent,
confirmed in
writing
Not prohibited
by division (c)
74. Shall not accept/continue
representation unless:
Competent +
diligent
representation
to each client
Informed
consent,
confirmed in
writing
Not prohibited
by division (c)
76. Shall not accept/continue
representation unless:
Competent +
diligent
representation
to each client
Informed
consent,
confirmed in
writing
Not prohibited
by division (c)
77. Not prohibited
by division (c)
Is it prohibited by law?
Is one party asserting claim
against another?
Usually arises in litigation,
not transactional
80. CRITICAL
Questions
Difference in interests between the client
and lawyer or between two clients exists
or is likely to arise?
Whether this difference in interests will
materially interfere with the lawyer’s
independent professional judgment?
81. Shall not accept/continue
representation unless:
Competent +
diligent
representation
to each client
Informed
consent,
confirmed in
writing
Not prohibited
by division (c)
82. IMPORTANCE
of an Engagement Letter
“We understand that our
clients are Don Draper,
Bertram Cooper, Roger
Sterling + Pete Campbell”
83. Define scope
Avoid “Re: Legal
Representation”
Define what you’re
doing
Define what you’re
NOT doing
84.
85. RPC 1.7
Conflicts
Whether the lawyer may
properly request a client to
waive conflicts that might arise
in the future is subject to the
test of division (b)
86. Shall not accept/continue
representation unless:
Competent +
diligent
representation
to each client
Informed
consent,
confirmed in
writing
Not prohibited
by division (c)
87. RPC 1.7
Conflicts
The effectiveness of such
waivers is generally determined
by the extent to which the
client reasonably understands
the material risks that the
waiver entails
90. RPC 1.7
Conflicts
A lawyer cannot represent
multiple parties to a
negotiation whose interests are
fundamentally antagonistic,
regardless of their consent
97. RPC 4.2
Represented Person
A lawyer shall not communicate
about the subject of the
representation with a person the
lawyer knows to be represented by
another lawyer in the matter, unless
the lawyer has the consent of the
other lawyer or is authorized to do
so by law or a court order
98. YOU
Don, just send me an
email while we’re on the
phone, confirming that
it’s okay we proceed
without your lawyer.
99. RPC 4.2
Represented Person
A lawyer shall not communicate
about the subject of the
representation with a person the
lawyer knows to be represented by
another lawyer in the matter, unless
the lawyer has the consent of the
other lawyer or is authorized to do
so by law or a court order
100. RPC 1.7
Conflicts
The rule applies even though the
represented person initiates or
consents to the communication. A
lawyer must immediately terminate
communication with a person if,
after commencing communication,
the lawyer learns that the person is
one with whom communication is
not permitted by this rule
102. RPC 4.2
Represented Person
A lawyer shall not communicate
about the subject of the
representation with a person the
lawyer knows to be represented by
another lawyer in the matter, unless
the lawyer has the consent of the
other lawyer or is authorized to do
so by law or a court order
103. From: Other party’s lawyer
To: Other party
cc: You
Subject: Why we will destroy the other side
Dear So-and-so:
The other party is weak, but they will get weaker. Their Board is
starting to revolt. We will have a huge opportunity to buy for
pennies if we wait two weeks. I would recommend cooling
negotiations for now. Let’s move when they start to circle the
drain.
Sincerely,
Other party’s lawyer
104. RPC 4.4Respect for Third Parties
A lawyer who receives a
document or ESI relating to the
representation of the lawyer’s
client and knows or reasonably
should know that the document
or ESI was inadvertently sent
shall promptly notify the sender
105. From: Other party’s lawyer
To: Other party
cc: You
Subject: Why we will destroy the other side
ATTORNEY CLIENT PRIVILEGED COMMUNICATION
Dear So-and-so:
The other party is weak, but they will get weaker. Their Board is
starting to revolt. We will have a huge opportunity to buy for
pennies if we wait two weeks. I would recommend cooling
negotiations for now. Let’s move when they start to circle the
drain.
Sincerely,
Other party’s lawyer
108. RPC 4.4Respect for Third Parties
Where a lawyer is not required
by applicable law to do so, the
decision to voluntarily return
such a document or delete ESI is
a matter of professional
judgment ordinarily reserved to
the lawyer
109. From: Me
To: Other party
Subject: Inadvertent communication
Dear Other party’s lawyer:
This morning you inadvertently copied me on what appeared to
be a privileged communication with your client. As soon as I
realized what it was, I stopped reading it and permanently
deleted all copies from all of my electronic mailboxes. If the
communication was intended for me, please re-send it.
Sincerely,
Me
113. RPC 4.1
Truthfulness
In the course of representing a client,
a lawyer shall not knowingly do either
of the following:
Make a false statement of material fact
or law to a third person
Fail to disclose a material fact when
disclosure is necessary to avoid
assisting in an illegal or fraudulent act
by a client
119. RPC 1.5
Fees + Expenses
A fee may be contingent on the
outcome of the matter for which the
service is rendered:
Shall be in writing signed by client +
lawyer, explain terms
Lawyer must prepare closing
statement
120. RPC 1.5
Fees + Expenses
A lawyer shall not make an
agreement for, charge, or collect an
illegal or clearly excessive fee. To
determine if reasonable:
Time and labor, difficulty, skills
required
Amount involved, results obtained,
experience of lawyer, etc.
121. YOU
We spent three hours
and found one (lawful)
change that will save you
$3 million.
124. RPC 1.5
Fees + Expenses
A lawyer shall not make an
agreement for, charge, or collect an
illegal or clearly excessive fee. To
determine if reasonable:
Time and labor, difficulty, skills
required
Amount involved, results obtained,
experience of lawyer, etc.
129. RPC 1.5
Fees + Expenses
A lawyer shall not make an
agreement for, charge, or collect an
illegal or clearly excessive fee. To
determine if reasonable:
Time and labor, difficulty, skills
required
Amount involved, results obtained,
experience of lawyer, etc.
134. RPC 3.4Fairness to opposing counsel
This is all about litigation – no
faking evidence, concealing
evidence, disobeying the court, etc.
135. RPC 4.1
Truthfulness
In the course of representing a client,
a lawyer shall not knowingly do either
of the following:
Make a false statement of material fact
or law to a third person
Fail to disclose a material fact when
disclosure is necessary to avoid
assisting in an illegal or fraudulent act
by a client
136. RPC 4.1
Truthfulness
[1] A lawyer is required to be
truthful when dealing with others
on a client’s behalf.
137. RPC 4.1
Misconduct
It is professional misconduct for a
lawyer to do any of the following:
(c) Engage in conduct involving
dishonesty, fraud, deceit, or
misrepresentation
138. Jason H. Beehler
Kegler Brown Hill + Ritter
jbeehler@keglerbrown.com
keglerbrown.com/beehler
614-462-5452