transcript   Transcript

Pro Bono Rules; Commencing and Conducting the Representation

Recorded on: Sep. 7, 2018
Running Time: 02:08:10

Full Transcript:



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Taken from the Web Program Ethical Issues in California Pro Bono Representation 2018 Recorded September 2018 in San Francisco

Pro Bono Rules; Commencing and Conducting the Representation [02:08:10]

I. Pro Bono Rules
 A. Pro Bono Service
  • What Qualifies as “Real” Pro Bono
  • The Need
  • History/Background
  • Duty
  • Basic Principles of Pro Bono Representation
 B. Commencing the Representation
  • Be Admitted: Unauthorized Practice
  • Attorneys Admitted in Other States
  • Pro Bono as a Loss Leader for Future Pecuniary Gain
  • Selecting and Vetting the “Right” Pro Bono Clients
 C. Checking for Conflicts of Interest
  • Conflicts Between Clients
  • Conflicts Between Attorney and Client
  • Conflict Imputation and Screening
  • Conflict Waivers
  • Conflicts in Clinics
 D. Defining the Scope of Representation
  • Full Scope, Limited Scope, Self-Help
  • Rules for Limited Scope Representation
 E.Documenting the Representation
  • Written Retainer Agreement
  • Plain Language
  • Dealing with Law Firm Standard Letters
  • Language Issues
  • Non-representation Letter

II. Conducting the Representation
 A. The four C’s
  • Conflicts
  • Competence
   • Options if you Have No Experience in this Area of Law
  •Confidentiality
   • Differentiate from Attorney-Client Privilege
   • Potential Clients
   • Who is the Client?
   • Communicating with Pro Bono Provider or Mentor
   • Consequences of Breach of Confidentiality
   • Physical and Electronic Files
   • Email and Online Document Storage
   • Cocktail Parties and their 21st Century Counterpart, Social Media
  • Communication
   • Keeping Client Informed
   • Settlement Offers
   • Avoiding Avoidance
  • Other Basic Rules
   • Safekeeping Property
   • No Frivolous Actions
   • No Sex with Clients
 B. Professionalism and Cultural Competence
  • Don’t Be a Jerk
  • Reasons Why Pro Bono Clients May Make Different Decisions Than You Would
  • Different Family and Cultural Values and the Role of the Attorney
   • Time and Outcome Tracking
 C. Ending the Representation
  •Disengagement Letter
  •Client Right to Files
  • Reporting to Pro Bono Provider
 D. Problems That Can Arise
  • Losing Track of the Client
  • What to Do if you Have Questions, or Feel Out of Your Depth
  • Confidentiality, Death and Imminent Bodily Injury Exception
  • Client With Diminished Capacity
 E. Emerging Issues
  • Incubator Programs
  • Working with Non-Lawyer Volunteers and Interpreters

Tiela Chalmers, Renee Glover Chantler, Toby J. Rothschild, Christopher M. Tirrell, Jonathan McNeil Wong, Phong S. Wong

The purchase price of this Web Program segment includes the following article from the Course Handbook available online:

  • California Business & Professions Code Section 6068
    Toby J. Rothschild, Jonathan McNeil Wong, Christopher M. Tirrell, Phong S. Wong, Renee Glover Chantler, Tiela Chalmers
  • State Bar of California Pro Bono Resolution (2002)
    Jonathan McNeil Wong, Christopher M. Tirrell, Phong S. Wong, Renee Glover Chantler, Toby J. Rothschild, Tiela Chalmers
  • New California Rules of Professional Conduct (Operative November 1, 2018)
    Phong S. Wong, Jonathan McNeil Wong, Christopher M. Tirrell, Toby J. Rothschild, Renee Glover Chantler, Tiela Chalmers
  • Conference of Chief Justices and Conference of State Court Administrators Resolution 5—Reaffirming the Commitment to Meaningful Access to Justice for All
    Toby J. Rothschild
  • Segal v. State Bar of California, 44 Cal.3d 1077 (1988)
    Toby J. Rothschild
  • Nichols v. Keller, 15 Cal.App.4th 1672 (1993)
    Toby J. Rothschild
  • An Ethics Primer on Limited Scope Representation, The State Bar of California, Standing Committee on Professional Responsibility and Conduct
    Renee Glover Chantler, Phong S. Wong, Jonathan McNeil Wong, Christopher M. Tirrell, Toby J. Rothschild, Tiela Chalmers
  • The State Bar of California’s Committee on Professional Responsibility and Conduct, Formal Opinion No. 2010-179
    Renee Glover Chantler, Jonathan McNeil Wong, Christopher M. Tirrell, Tiela Chalmers, Toby J. Rothschild, Phong S. Wong
  • The State Bar of California’s Committee on Professional Responsibility and Conduct, Formal Opinion No. 2012-184
    Renee Glover Chantler, Toby J. Rothschild, Jonathan McNeil Wong, Christopher M. Tirrell, Tiela Chalmers, Phong S. Wong
  • Interpreter/Translator Confidentiality Rules and Rules of Professional Conduct Agreement, Legal Aid Foundation of Los Angeles
    Phong S. Wong
  • Release of Information for Pro Bono Placement, Legal Aid Foundation of Los Angeles
    Phong S. Wong
  • Shriver Housing Project—Los Angeles Firm Full Scope Retainer Agreement
    Phong S. Wong
  • Shriver Housing Project—LA Eviction Assistance Center Limited Scope Agreement
    Phong S. Wong
  • Sample Written Fee Agreements Forms, Instructions and Comments, July 1, 2015
    Tiela Chalmers
  • Sample Written Fee Agreements Forms, Instructions and Comments, July 24, 2015
    Tiela Chalmers
  • Limited Scope Retainer Agreement, Alameda County Bar Association Volunteer Legal Services Corporation
    Tiela Chalmers
  • Limited Scope Legal Advice Agreement, Alameda County Bar Association Volunteer Legal Services Corporation
    Tiela Chalmers
  • Retainer Agreement, Alameda County Bar Association Volunteer Legal Services Corporation
    Tiela Chalmers
  • Clinic Intake and Acknowledgement, Alameda County Bar Association Volunteer Legal Services Corporation
    Tiela Chalmers
Presentation Material
  • Ethical Issues in California Pro Bono Representation (PowerPoint slides)
    Tiela Chalmers, Renee Glover Chantler, Toby J. Rothschild, Christopher M. Tirrell, Jonathan McNeil Wong, Phong S. Wong
  • (s)
    Tiela Chalmers ~ Chief Executive Officer and General Counsel, Alameda County Bar Association and Volunteer Legal Services Corporation
    Renee Glover Chantler ~ Principal, Chantler Law Offices
    Toby J. Rothschild ~ Of Counsel, OneJustice
    Christopher M. Tirrell ~ Associate Commercial Counsel for X, Google
    Jonathan M. Wong ~ Partner, Donahue Fitzgerald LLP
    Phong S. Wong ~ Pro Bono Director, Legal Aid Foundation of Los Angeles
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