Ch.2.Basic Elements of Law Practice - part 12015

8/10/2019 Ch.2.Basic Elements of Law Practice - part 12015

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Section 6126 a! "alifornia #usinessand Professions "ode

An) person ad*ertising or holdinghimself or herself out as practicing orentitled to practice law or otherwisepracticing law who is not an acti*emem+er of the !tate Bar# orotherwise authori,ed pursuant to

statute or court rule to practice lawin this state at the time of doing so#is guilt) of a misdemeanor.

Does this violate equalCh. 2 - Basic elements of lawpractice


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'2(+ ,re olo and Le&al zoo$en&a&ed in UPL.

A- 0o. !oftware is like a +ook.

B. 0o. >t is not a personali,ed ser*ice

C. ?es. Because the ser*ice is

personali,ed

@. ?es +ut the rule has changed# so

0o Ch. 2 - Basic elements of lawpractice


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%ntities# emplo)ers# and staD

/ho can practice law.

/or in& with non-lawyers

Ch. 2 - Basic elements of lawpractice '


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'( 2- )ay a law fir$ splitprofits with its office $ana&er.

EAF ?es# +ecause the amount paid tothe administrator does not e ceedthe compensation commonl) paid tothe law o ce administrators withinthe local legal communit).EBF ?es# +ecause an emplo)ee of theHrm ma) +e compensated +ased onthe proHts of the Hrm.

Ch. 2 - Basic elements of lawpractice 3


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'( 2- )ay a law fir$ splitprofits with its office $ana&er.

ECF 0o# +ecause the administrator:s+onus is computed on the same+asis as those of the law)ers in theHrm.E@F 0o# +ecause the administrator:scompensation is deri*ed from thelegal needs of the Hrm:s law)ers.



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RP" 5( a ee 3i%ision

67a8 law)er or law Hrm shall not sharelegal fees with a nonlaw)er # e ceptthat;E F a law)er or law Hrm ma)include nonlaw)er emplo)ees in acompensation or retirement plan#e*en though the plan is +ased in

whole or in part on a proHt-sharingarrangement.What justiHes this restraint of tradeI



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'( 2-5 4s a #an trust depart$entlawyer sub ect to discipline for ad%isin&

custo$ers re wills .AF ?es newsletters ad*ise non-

clientsBF ?es he is helping the +ank

engage in JPCF 0o +ecause it:s a free ser*ice

@F 0o +ecause he has a law licenseCh. 2 - Basic elements of lawpractice 1


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Rule 5.1 Responsibilities of PartnersMana!ers and "uper#isory Lawyers

EcF A law)er shall +e responsi+le foranother law)erKs *iolation of the&ules of ProfessionalConduct ifLE1F the law)er orders or# withknowledge of the speciHc conduct#ratiHes the conduct in*ol*ed M or



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Onl) law)ers ma) own a law

practice&eferral fees generall)prohi+ited

he independence of the

profession



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Per$issible fee sharin& with non-lawyers 7 )RP" 5(

To estate of a lawyer for wor'

)one

6n a pro&t! sharing plan

Court!awar)e) fees with a non!

pro&t referring agency



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Ancillary ser#ices

1#(C 0.: #esponsibilities

regar)ing law!relate) services- inform client that law-relatedser*ices are distinct from legalrepresentation# etc. prefera+l) inwriting

-in compliance &PC 1.' EaF

Ch. 2 - Basic elements of lawpractice 2/


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,ncillary businesses controlled by thelawyer 7 see RP" 5(9 co$$ents

What pro+lems ma) +e presented +)

pro*ision of 6law-related ser*ices sell

+ooksQformsQsoftwareQcloud-+ased

data+ases *ia m) Hrm:s we+siteIWh) not share ownership with other

licensed professionalsICh. 2 - Basic elements of lawpractice 2=


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Law-related ancillary ser%ices 7 RP"5(9! $ay include

title search# title insuranceHnancial planning# accounting# tapreparation# trust ser*ices

real estate counselinglegislati*e lo++)ingeconomic anal)sis

social work# ps)chological counselingpatent# medical or en*ironmentalconsulting.



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'( 2-: ; Lawyer does "alifornia worCalifornia client refusal to pa)L

EAF will fail +ecause Rohn is admittedto practice in 0ew ?ork.EBF will fail +ecause this was not a

litigation matter.ECF will fail +ecause the legalser*ices market is national and not

restricted to a particular state.E@F will succeed +ecause Rohn is notadmitted to practice in California.



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3efinition 7 the practice of law

6 he practice of law;is not limited to

litigation. . . . One is engaged in the

practice of law whene*er legal

knowledge# training# skill# and a+ilit)

are reNuired.< In re Jackman # 1=/ 0.R. /'5# /'=

E2555F. Ch. 2 - Basic elements of lawpractice 1


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he arbitration e


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#irbrower %( Superior "ourt ", 1==:! he primar) inNuir) is whether the

unlicensed law)er engaged in

su cient acti*ities in the state or

created a continuing relationship

with the California client that

included legal duties or o+ligations.

Ch. 2 - Basic elements of lawpractice


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; RP" 5(5 Unauthorized Practice ofLaw

+a- $ lawyer shall not practice

law in a 5uris)iction in violation

of the regulation of the legalprofession in that 5uris)iction.

+b- $ lawyer shall not ai) anonlawyer in the unauthori e)

practice of law .Ch. 2 - Basic elements of lawpractice


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MRPC 5.5 $naut%ori&ed Practice of Law'Multi(urisdictional Practice of Law

E+F A law)er who is not admitted to

practice in this jurisdiction shall not L

E1F e cept as authori,ed +) these

&ules or other law# esta+lish an o ce

or other s)stematic and continuouspresence in this jurisdiction for the

practice of law;Ch. 2 - Basic elements of lawpractice /


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EcF A law)er admitted in anotherJnited !tates jurisdiction;ma)pro*ide legal ser*ices on atemporar) +asis in this jurisdictionthatLE1F are undertaken in associationwith local counsel who acti*el)participates in the matter

Ch. 2 - Basic elements of lawpractice =


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E2F are in or reasona+l) related to a

pending or potential proceeding; if

the law)er# or a person the law)er is

assisting# is authori,ed to appear or

reasona+l) e pects to +e authori,ed



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Compan) law)ers4n house counsel



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RP" 5(5 d! a$ended 201+

EdF A law)er admitted in anotherJnited !tates jurisdiction or in aforeign jurisdiction# and notdis+arred or suspended from practicein an) jurisdiction or the eNui*alentthereof# ma) pro*ide legal ser*ices

through an o ce or others)stematic and continuous presencein this jurisdiction thatL



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RP" 5(5 d! a$ended 201+ +"- are provi)e) to the lawyer8s

employer or its organi ational

a


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RP" 5(5 d! orei&n lawyerswhen performed +) a foreign law)er and reNuires ad*ice concerning thelaw of this or another J.!.

jurisdiction or of the Jnited !tates#such ad*ice shall +e +ased upon thead*ice of a J.!. law)er who is dul)licensed and authori,ed +) the

jurisdiction to pro*ide such ad*ice M orare ser*ices that the law)er is

authori,ed +) federal or other law or

rule to pro*ide in this jurisdiction.Ch. 2 - Basic elements of lawpractice 2


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)RP" 5(5 d! 7 in-house out ofstate counsel

OT if ser*ice is- pro*ided to emplo)er or a liatesand state does not reN. pro hac *iceadmission or- the representation is permitted +)federal or other law



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,#, )odel Rule for Re&istration of 4n->ouse "ounsel 201+!

A law)er admitted to the practice oflaw in another Jnited !tates jurisdiction# or

in a foreign jurisdiction# who isemplo)ed as a law)er and has acontinuous

presence in this jurisdiction isemplo)ed as a law)er +) anorgani,ation aspermitted pursuant to &ule /./EdFE1F

-Ch. 2 - Basic elements of lawpractice


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,#, )odel Rule for Re&istration of 4n->ouse "ounsel 201+!

A registered law)er !UA 0O>f a foreign law)er# pro*ide ad*ice on

the law of this or another J.!. jurisdiction or of the Jnited !tates

e cept on the +asis of ad*ice from a

law)er who is dul) licensed and

authori,ed to pro*ide such ad*ice.Ch. 2 - Basic elements of lawpractice /


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; now re?uires re&istrationa) pro*ide legal ser*ices in this!tate onl) to the single emplo)erentit) or its organi,ational a liates;Onl) on matters directl) related tothe attorne)Ks work for the emplo)era) 0ot make appearances in this!tate +efore a tri+unal or engage inan) acti*it) for which pro hac *iceadmission would +e reNuired

Ch. 2 - Basic elements of lawpractice =


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)RP" 5(5 'uestionsp( 56-5=

V. 3V. 15V. 11V. 12V. 1

V. 1



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Agreement

>mplicationAssignment

"reatin& the lawyer

client relationship

Ch. 2 - Basic elements of lawpractice /5

or$ation of a "lient-Lawyer Relationship 7


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$ y pRestate$ent A 1

+a- the lawyer manifests to the

person consent to )o so= or

+b- the lawyer fails to manifest lac'

of consent to )o so/ an) the lawyer

'nows or reasonably shoul) 'now

that the person reasonably relies on

the lawyer to provi)e the services

4 h li


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4s there an attorney clientrelationship. pp( 61-6+

. 2! "0 a)vice at a party

. 2!"> state senator

. 2!": occasional a)vice re

S.*.C.


) i %( ) & li 4ll( 1 !8 (


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)orris %( )ar&ulis 4ll( 1===!8 p(6 -66

Attorne) client relationship need not+e e plicit or e pressedone) need not +e paid or agreed to

the client8s belief that he is

consulting a lawyer in that

capacity an) his manifeste)

intention to see' professional

le al a)vice@Ch. 2 - Basic elements of lawpractice /


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+%o is a client,

. 2!"9 representing software

association

#(C "."

Ch. 2 - Basic elements of lawpractice /

)RP" 1 C fid ti lit f I f ti


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)RP" 1 . Confidentiality of InformationEaF $ lawyer shall not reveal

information relating to therepresentation of a client unless

the client gives informe)consent/ the )isclosure is

implie)ly authori e) in or)er to

carry out the representation or

the disclosure is permitted +)Ch. 2 - Basic elements of lawpractice //


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)ulti-entity or&anization

$bsent special circumstances the

attorney for the organi ation

+e.g. Chamber of Commerce-represents the Chamber/ 3AT the

members

Ch. 2 - Basic elements of lawpractice /=


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/estin&house Blec( "orp( %( Cerr-)cDee


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/estin&house Blec( orp( %( Cerr )cDee"orp(8 5:0 (2d 1+11 9th "ir( 1=9:!

0either formal agreement nor

pa)ment is reNuired to form Att)-

Client relationship

"iduciar) relationship +egins with

preliminar) consultation with

prospecti*e client

&elationship arises from consultingCh. 2 - Basic elements of lawpractice /'

/estin&house Blec( "orp( %( Cerr-)cDee


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/estin&house Blec( orp( %( Cerr )cDee"orp(8 5:0 (2d 1+11 9th "ir( 1=9:!

6An attorne) client relationship is

one of agenc) to which the general

rules of agenc) appl);

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Ch.2.Basic Elements of Law Practice - part 12015