transcript   Transcript

Pro Bono Rules; Commencing and Conducting the Representation

Recorded on: Sep. 7, 2017
Running Time: 01:58:52

Full Transcript:



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Taken from the Web Program Ethical Issues in California Pro Bono Representation 2017 recorded September, 2017 in San Francisco.

Pro Bono Rules; Commencing and Conducting the Representation [01:58:52]

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 segment includes the following article from the Course Handbook available online:

  • California Business & Professions Code Section 6068
    Christopher M. Tirrell, Jonathan McNeil Wong, Phong S. Wong, Toby J. Rothschild, Renee Glover Chantler, Tiela Chalmers
  • State Bar of California Pro Bono Resolution (2002)
    Phong S. Wong, Christopher M. Tirrell, Jonathan McNeil Wong, Tiela Chalmers, Renee Glover Chantler, Toby J. Rothschild
  • Current California Rules of Professional Conduct
    Jonathan McNeil Wong, Phong S. Wong, Christopher M. Tirrell, Toby J. Rothschild, Tiela Chalmers, Renee Glover Chantler
  • Proposed California Rules of Professional Conduct (2017)
    Phong S. Wong, Tiela Chalmers, Renee Glover Chantler, Christopher M. Tirrell, Jonathan McNeil Wong, Toby J. Rothschild
  • How to Get Started with Pro Bono Service
    Phong S. Wong, Laura Riley
  • 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, Committee on Professional Responsibility and Conduct
    Renee Glover Chantler, Phong S. Wong, Tiela Chalmers, Toby J. Rothschild, Christopher M. Tirrell, Jonathan McNeil Wong
  • The State Bar of California’s Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2010-179
    Christopher M. Tirrell, Tiela Chalmers, Toby J. Rothschild, Phong S. Wong, Renee Glover Chantler, Jonathan McNeil Wong
  • The State Bar of California’s Standing Committee on Professional Responsibility and Conduct, Formal Opinion No. 2012-184
    Christopher M. Tirrell, Jonathan McNeil Wong, Phong S. Wong, Toby J. Rothschild, Tiela Chalmers, Renee Glover Chantler
  • California Rules of Court—Rule 9.45 Registered Legal Services Attorneys
    Phong S. Wong, Toby J. Rothschild, Christopher M. Tirrell, Tiela Chalmers, Renee Glover Chantler, Jonathan McNeil Wong

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
  • Ethical Issues in California Pro Bono Representation - Detailed Program Outline
    Tiela Chalmers
(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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