By Charles Berwanger
Practice law long enough and it will happen to you. You’ll learn, after the fact, that a witness on whom you were counting lied at a deposition. With trial looming, what do you do?
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.
By Eric Deitz
A recent ABA ethics opinion addresses the demands that arise when preparing a client to testify and during their testimony. The ABA issued Formal Opinion 508 on August 5, 2023.
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.
By Shelly Skinner
Nowadays, it’s hard for a lawyer to ignore the ubiquity of social media and its potential to impact clients’ cases. Some jurisdictions have even said that a lawyer’s duty of competence includes competence with social media.[1]
By David C. Carr
Once upon a time in the 19th Century, a man named David Dudley Field had some time on his hands. As a lawyer, this man was naturally inclined to write a code, a popular activity at the time. Large parts of this Code, the Field Code, became the law in a few states, including California, which had absolutely nothing to do with the fact that Field’s brother, Stephen Field, was the fifth justice of the California Supreme Court.
As a personal injury lawyer who is only licensed to practice in California, you take great pride in using the latest technology as part of your firm’s day-to-day operations. Effectively incorporating technology into your practice enables you to better serve your clients and bottom line. Recently, you saw a social media ad for an online networking service named “Referral Law, P.C.” (RL[1]) that promises: (1) a national network of lawyers to refer cases and, (2) it will handle the process of collecting referral fees for its members.
By Deborah Wolfe
One of the many facets of serving on the SDCBA’s Legal Ethics Committee (“LEC”) (in addition to penning articles for “Ethics in Brief “and “For the Record”) includes providing MCLE seminars for other lawyers focusing on legal ethics requirements. I frequently observe on such occasions the panicked looks on attendees’ faces when something I’ve said makes them fearful about possibly having missed a conflict of interest situation, or providing a client with appropriate disclosures within ethical boundaries. The purpose of the seminars is not to scare practitioners into compliance, but merely to remind them of the high standards lawyers are expected to meet. Lawyers’ ethics require us to put our clients’ interests ahead of our own; no other profession requires such an extreme level of duty to one’s clients. To the point, Business & Professions Code section 6068(e) requires lawyers to maintain the confidences of our clients at “every peril” to ourselves. I have always interpreted this section to mean that even faced with a loaded gun, I should take a bullet rather than betray any client confidence or secret. Despite its antiquated language, subsequent case law and State Bar decisions have held this section to convey that in addition to confidences and secrets, it requires lawyers to maintain the highest level of fiduciary duty and undivided loyalty to their clients.
By Edward J. McIntyre
One would have to have been living on another planet not to recognize that generative AI is upon us —and all the rage. Whether ChatGPT, Bing A.I., Bard or some other platform, it’s hard to miss the proliferation of information — and misinformation — about large-learning-model platforms. They’ll either miraculously transform the way we work, recreate, communicate — or will destroy it. Rest assured, there’s only more to come.
Candor to the tribunal is among an attorney’s most basic responsibilities under the Rules of Professional Conduct. (See Rule 3.3(a) [“A Lawyer shall not . . . knowingly make a false statement of fact or law to a tribunal . . .”].). But it is also one of the most basic features of effective lawyering.
