Year: 2023

Technology and Generative AI

The State Bar Acts to Impose on Attorneys Guidance for the Use of Generative AI and Future Continuing Education Requirements Regarding Technology in the Practice of Law

By Charles Berwanger

A December 6, 2023 New York Times’ edition’s first page’s headline announced “Nations Losing Race to Control Dangers of A. I.” The article continues with an internal headline: “Losing The Race to Control A. I.’s Perils – Alarmed by the power of artificial intelligence, Europe, the United States and others are trying to respond – but the technology is evolving more rapidly than their policies.” The article explains that “‘no one, not even the creators of these systems, know what they will be able to do,’ said Matt Clifford, an adviser to Prime Minister Rishi Sunak of Britain, who presided over an A. I. Safety Summit last month with 28 countries. ‘The urgency comes from there being a real question of whether governments are equipped to deal with and mitigate the risks.’ Read More

Honing Your Negotiation Skills to Become a Better Leader

Honing Your Negotiation Skills to Become a Better Leader

By Linda Nelte
 Attorney at Law

On November 9, 2023, the San Diego County Bar Association hosted its final virtual Leadership Speaker Series for the year, titled, “The Art of Leading Through Negotiation — Developing and Utilizing Negotiation Skills to Become a Better Leader.” The program focused on how attorneys can maximize their negotiation skills in leadership positions. Read More

Fall Marks the Final Season to Prepare for the Corporate Transparency Act

Fall Marks the Final Season to Prepare for the Corporate Transparency Act

By Kalli Sarkin
White and Bright, LLP

The Corporate Transparency Act (CTA) was designed to assist the Financial Crimes Enforcement Network (FinCEN) in combating money laundering and other financial crimes by imposing new reporting requirements on qualifying entities.[1] The CTA became law on January 1, 2021, as part of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021.[2] However, the regulations that implement Section 6403 of the CTA were not issued until September 30, 2022; these regulations will become effective on January 1, 2024.[3] Read More

Message from the NLD Chair

Message from the NLD Chair

By Stephanie Pengilley

Holiday Greetings NLD! 

As this year comes to an end, I find myself bidding farewell to 2023 with a sense of gratitude for the NLD executive committee that I have served with this past year. Their hard work and dedication in helping new lawyers be successful in their careers is unmatched. I have had the privilege of working alongside a group of talented individuals who are passionate about serving their legal community.  Read More

Rule 1.18 Imposes Duties Owed To A Prospective Client, But Not All Communications Result in a Person Becoming A Prospective Client

By Anne Rudolph

Lana Lawyer has a plaintiff’s personal injury practice. She does not maintain an internet web site and does not otherwise engage in advertising. However, her e-mail address is published on the State Bar of California membership records website accessible to the public.  Read More

Many Reasons Why I Joined the SDCBA’s Diversity, Equity, & Inclusion (DEI) Division

By Taneashia R. Morrell
SDCBA DEI Division Vice Chair
Programs & Events 2023

A sense of belonging is priceless. The DEI Division at the SDCBA has created a space for lawyers and the legal community to use their different perspectives and backgrounds to actively work against all forms of racism and discrimination within the legal profession and the justice system. Diversity not only fosters a sense of belonging and inclusivity, but also brings a wealth of perspectives and ideas that benefit the legal community as a whole. Read More

Ethically Managing Your Legal Intake Support Staff

Ethically Managing Your Legal Intake Support Staff

By Carole J. Buckner
Senior Counsel, Klinedinst, PC

It is important for lawyers to have a solid understanding of their ethical responsibilities when managing and supervising nonlawyer assistants involved in the client intake process. Recently, the American Bar Association issued Formal Opinion 506, which addresses this topic. Read More