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GETTING TO C&R UNDER THE NEW
RULES OF PROFESSIONAL CONDUCT
(c) Teddy Snyder 2018
All Rights Reserved
This presentation is available for education only and may not be commercially
reproduced without permission
TEDDY SNYDER
MEDIATING WORKERS COMPENSATION CLAIMS
THROUGHOUT CALIFORNIA
Tsnyder@WCMediator.com
310/889-8165
www.WCMediator.com
WHY, WHY, WHY?
COMMUNICATION
RULES 1.4, 1.4.1
TALKING ABOUT THE FACTS OF LIFE
NEW RULE 2.1
•ECONOMIC
•MORAL
•POLITICAL
•SOCIAL
FACTORS THAT MAY BE RELEVANT
TO THE CLIENT’S SITUATION OTHER THAN THE LAW
BUT AT THE END OF THE DAY
IT’S HIS CASE
NEW RULE 1.2
WHEN THE INJURED WORKER CALLS
RULE 4.2, NEW RULE 4.3
COMPETENCE
RULE 1.3
TECHNOLOGY
CROSSOVER ISSUES
• TAX
• IMMIGRATION
• MEDICAL SAFETY NET:
MEDICARE, MEDI-CAL, AFFORDABLE CARE ACT
• THIRD PARTY CLAIMS
DILIGENCE
NEW RULE 3.2
TRUTHFULNESS
NEW RULE 4.1, B&P 6068(d)
INADVERTENTLY TRANSMITTED WRITINGS
NEW RULE 4.4
ANTI-BIAS
RULE 8.4.1
race, religious creed, color, national
origin, ancestry, physical disability, mental
disability, medical condition, genetic
information, marital status, sex, gender,
gender identity, gender expression, sexual
orientation, age, military and veteran
status, or other category of discrimination
prohibited by applicable law, whether the
category is actual or perceived
“PROTECTED CHARACTERISTIC”
NO NOOKIE
NEW RULE 1.8.10
CONFLICTS
NEW RULES 1.10, 1.18
SUPERVISION
NEW RULE 5.1
INDEPENDENT DUTY TO COMPLY
NEW RULE 5.2
NEW MEDIATION DISCLOSURE LAW
SB 954- EVIDENCE CODE 1122,1129
Getting to C&R Under the New Rules of Professional Conduct

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Getting to C&R Under the New Rules of Professional Conduct