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RESPECT IS THE ANSWER, ISN'T IT?    [Part 2]
By Peter C. John       Read about the author »

Peter Johns, IATL lawyerWhere are our legal heroes of courage to the press and public today who are defending the values of the system as we know it?

As Senator Bill Bradley once said, we do not predict or foresee major changes 20 years hence very well in this country, but when they occur, we must deal with the new reality. The new reality today is not a positive one for our jury trial system and its participants--us.

The public will never totally appreciate our role as trial lawyers because, as we know, there is almost always a dissatisfied party at the end of litigation. Even given those problems there are things we can do.... Read the rest of this thoughtful article

This is part 2 of a 3 part series.  You can read the earlier part 1 here.  Next month, John proposes four specific actions for attorneys.
 

News To Use.

Articles:

Conflict Issues Arising from Joint Defense Agreements.

Ethics of eDiscovery. Meet and Confer, but First Know.

A Three Point Short Course: Preventing Legal Malpractice.

Submit an Article

"You mean those ten attorneys have been passing information around like popcorn among them ---  and now they claim privilege so we can not get it?"

Massachusetts makes it a strong national trend: privilege is not waived by sharing information between attorneys for co-parties (the “Common Interest Doctrine").  Key states have now adopted the common interest doctrine described in Section 76(1) of the Restatement (Third) of the Law Governing Lawyers.  That section creates an exception to the waiver of the attorney-client privilege where two or more clients with a “common interest” agree to exchange privileged information between their respective counsel. Elements needed:(1) the communications are made in the course of a joint litigation effort, (2) the statements are designed to further the effort, and (3) the privilege has not otherwise been waived. Some courts have gone on to say the sharing of such privileged information could take place either in the litigation context, or in the course of obtaining legal advice for a non-litigated matter. The Massachusetts Court even has gone further, making it clear that oral or written agreements before the information exchange are not necessary to invoke the common interest doctrine.  Read More».

"Don’t backdate invoices, even if it shows the true accounting! You can get your law license suspended!"

 Attorney Poole’s accounting was untidy, and his client Matson was upset. In May Poole sent a letter to Matson containing an acknowledgment to his client that the client's account carried a zero balance as of that date. In October Poole wanted to support his position that he had properly credited the client account with money received and that the client’s balance in May was zero, and the client owed nothing. The court specifically found: “Matson suffered no actual injury as a result of Poole's dishonest conduct.” In the Matter of the Disciplinary Proceeding Against Jeffrey G. Poole, 2006 Wash. Lexis 1.

What then is the problem the Court saw?

““For whatever reason, either because of a technical error, as he asserts, or because none was ever created, as the Bar charges, he was unable to locate an invoice. He then created one.” . . . When Poole created the May 28 invoice in October he was not simply acting carelessly, but rather he purposefully created a new document and assigned it a false date..”.

For the fabricated evidence which accurately showed the true accounting and injured no one, Poole received a license suspension of six months followed by two years probation and periodic audits of his trust account.

P. S. The case is instructive about what e-discovery evidence can do, if you ever think no one will find out.

'We're 90 days away from trial on our products case, and the other side has designated an expert witness who once was a client of ours for a home purchase.  Now they say we have to withdraw?"

Read L.A. County Op. 513 (7/18/05) which lays out when a lawyer may try a case, in which a former client will testify as an expert. The lawyer may do it if the lawyer does not have any information about the former client that is relevant to the case. If the lawyer does have such information, the answer turns on chronology. If the expert has been designated before the lawyer appears, he must turn down the representation. If the expert is designated after the lawyer appears, the opinion states ...Read More.

 Ethics News 

Frequent "News" contributors have included: Freivogel  on Conflicts, and Corporate-Ethics.US  You may want to visit them for other articles on current professional or business ethics topics of interest.

"Go out and interview the plaintiff's former vice president, so we don't have to take his deposition.  Our private detective says the VP wants to get even with the plaintiff for forcing his retirement."

The Wisconsin ethics committee, in Wis. Op. E-07-01 (July 1, 2007) adopted a new  view of contacting agents of represented organizations. It includes an important statement that "Consent of the organization’s lawyer is not required for contact with a former constituent of the organization, regardless of the constituent’s former position." The importance of the Wisconsin opinion to you, even if you are not in Wisconsin, is that it may show you a way to proceed if your own state ethics committee or court has not yet definitively ruled on an easy way to gather information without expensive depositions.  Read More».

'You mean that expert who flunked out on us at the deposition is suing us for legal malpractice?  The client is not blaming us; how can the expert blame us?"

The plaintiff in a products liability case who had lost a summary judgment motion, and thus his case, brought a negligence suit against his expert witness, claiming inadequate testimony by Expert in Plaintiff’s unsuccessful underlying products liability suit. Expert, in turn, claimed indemnity from the trial attorneys in the underlying suit. Held, yes, Expert can sue for being inadequately prepared by the Attorney....Read More »


Read down for MORE eZine informational articles you can use in your practice of law.

Three Point Short Course: Preventing Legal Malpractice.
By Leonard Bucklin

You would think that lawyers would learn! Almost every year, the most common grievances filed  against attorneys are allegations of: #1. Neglect,
#2. Failure to communicate, and # 3. Improper withdrawal or termination of representation.

Self-protection against these types of malpractice claims is not difficult. Let’s review ABA standards, and look at a few practical tips.

# 1. Neglect: the different worlds in which we think we live. We all tend to make decisions based on the world in which we think we live — which may not be the world in which the client and other lawyers live. One lawyer's "reasonable diligence and promptness" is another lawyer's "sloth, conscious disregard, and untimely responsiveness.” As a result of the different worlds in which we think we live, the ABA’s Model Rule on the subject is wimpy and ineffectual as a teaching device........  Read Full Article 

Every time you terminate representation, you must:

Take steps to the extent reasonable practical to protect a client's interests;

Give reasonable notice to the client, allowing time for employment of other counsel,

Surrender papers to which the client is entitled. Even if the law of your state allows you a lien or allows you to keep a client's papers, never keep any papers if retention will prejudice the client in the subject matter involved.

Refund any advance payments of fee that has not been earned.

CONFLICT ISSUES ARISING FROM JOINT DEFENSE AGREEMENTS

By David Hricik

Joint defense arrangements are common in civil litigation. Typically, multiple defendants whose first line of defense is "none of us did it," may work together to produce a united front. In true joint defense arrangements, each client retains its own counsel, but counsel communicate among themselves to further the joint defense. (This should not be confused with the "shared counsel" arrangement, where several clients will retain one lawyer to represent all of them.)

Joint defense arrangements present unusual issues in disqualification proceedings. Foremost, the lawyer representing one client does not by that fact alone have an attorney-client relationship with the co-defendants. Indeed, each client has its own counsel because the interests of the group, though largely common, do differ. For example, it may be that each defendant has cross-claims against each other for contribution or indemnity.
                     Read Full Article        Read about the author »

"Counsel using a Joint Defense Agreement" is not the same as "Shared Counsel". A shared counsel is not counsel using a joint defense agreement.
Questions regarding shared counsel? Read Almost any question that  the bar ethics opinion mentioned in our archived article on Defending the Company Plus Its Employees: Guidelines for a Shared Counsel... . Read Article

Ethics of eDiscovery. Meet and Confer, but First Know.

The amendments to the Federal Rules of Civil Procedure have made the meet and confer process harder for you.  You are now to discuss, with your adversary, at an early stage of the litigation, how your own client will  treat electronically stored information (ESI)  information with regard to preservation, production and cost shifting.

To properly discuss the required  items you should determine how much discoverable ESI your own client has, whether it is reasonably accessible, and how much time and money is needed to collect, restore, review and produce the information. All the clients' concerns related to preservation, costs, or burden should be addressed during the meet and confer conference with adverse counsel.

Go back and read how many times the word "should" is in the last  paragraphs above.  "Should" is a word used in ethics as well as in procedural standard operating procedures. The focus in the legal profession has been on minimums of work required by law.  But eDiscovery, with its affirmative duty to discuss items relating to client costs, brings with it the ethical duty to learn enough about your client's ESI so that you can suggest the ways to cut discovery costs for your client. Think about it.

Neoethics results because of the public's merging of two dictionary definitions of ethics.  Neoethics – a new word for the new world of legal and corporate ethics -  is the combination of legal rules and moral philosophy. Neoethics is evolving in the legislatures, the courts, and the 21st Century public ethos. The public and government now demand that the rules governing lawyers respond to the public perception of the moral choices lawyers and corporate officers should make. . . . Read the Full Article

The Neoethics Notes and articles by the editor explore both traditional legal ethics and also Neoethics.
More: What is Neoethics?

Current Neoethics Note

More Ethics Sources

Need a fast track to an answer to an ethics question?   The ABA's ETHICsearch may be the quickest way to your answer.  To find this ABA resource you should Read Here.


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