Year: 2018

Anatomy of an Engagement Agreement: An Overview of the Ethical and Practical Imperatives Requiring an Agreement

By Charles Berwanger

You have done your conflict check and are now ready to undertake the representation of a client. For ethical and practical reasons, that representation should be embodied in a written agreement that identifies the undertaking, the terms of the relationship, and all the other facets involved in representing your client. Read More

Technology & Social Entrepreneurship: How one firm uses 501(c)(3) status to serve the underserved middle class.

By Mike Finstad

In 2014, the American Bar Association (ABA) formed a Commission to study the future of legal services in the United States, and a report released in 2016 (the “2016 Report”) cited the legal profession’s resistance to change as an impediment to providing greater access to basic civil legal services for millions of low- and middle-income Americans.1 These individuals and families are increasingly finding themselves priced out of the market for legal services, unable to afford the hourly rates charged by private law firms and attorneys. Even those who can afford a lawyer choose not to, either because they do not recognize their need for legal expertise or because they opt for less expensive alternatives.2 This has led to a growing number of cases where one or both parties go unrepresented in matters that involve eviction, foreclosure, restraining orders, marital dissolution, child custody disputes, child support, debt collection and bankruptcy. Read More

Preparing for Negotiation: A Novel Concept?

By Linda Barkacs and Craig Barkacs

Most people succeed or fail in a negotiation based on how well-prepared they are (or are not!). We adhere to the 80/20 rule – 80% of negotiation is preparation and 20% is the actual negotiation with the other party. The reality is that most people are woefully unprepared when they enter a negotiation. Many business executives describe their negotiations as win-win, only to discover they have left thousands of dollars on the table. Research indicates that fewer than 4% of managers reach win-win outcomes and the incidence of outright lose-lose outcomes is 20%. Even when negotiators are in perfect agreement, they fail to realize it half the time.1 Read More

Stress Reduction Techniques

Building and maintaining a law practice can be stressful, especially for lawyers who are just starting out. At an SDCBA wellness workshop for lawyers, attorneys-turned psychologists Dr. Dennis Saccuzzo and Dr. Nancy Johnson shared their favorite practical techniques for reducing stress levels instantly and increasing resiliency against stress over time. Here are a few takeaways, in case you missed it: Read More

Cybersecurity, Client Confidences, and ABA Formal Opinion 477R

By Leah Strickland

You work for a boutique firm that handles transactional legal needs. One of the firm’s clients has grown from a successful regional business into a nationwide powerhouse. It has become so successful, in fact, that it recently became the target of a widely reported cyberattack. You spoke with the client contact when that happened, and she confided in you that the company is aware of dozens of attempts to breach its security measures just within the past year. Read More

Disability Benefit Plans: New Rules Could Affect You if Your Claim is Denied

Effective April 1, new rules will change the claims procedures for disability benefit plans. If you are denied a claim, these amended rules could affect you. Attorney Corey Schechter of Butterfield Schechter LLP recently outlined what the new rules mean and how they can affect U.S. citizens, plan fiduciaries and insurance providers who deny claims: Read More