Effective succession planning includes preserving and transmitting knowledge, maintaining existing client relationships and creating new sources of revenue, developing future leaders, valuing the law practice, acknowledging generational differences, and adhering to ethics rules throughout the planning process. Read why serving clients well now includes planning for what will happen when you’re no longer around.
SCR 20:4.4 governs lawyers’ behaviors and obligations when they receive a document or electronically stored information that was inadvertently sent. Read about the types of behavior the rule proscribes, examples of cases in which lawyers have been sanctioned, and a new provision that directs lawyers how to respond if they receive privileged information or work product.
Lawyers have an ethical obligation to understand core principles surrounding the preservation and production of electronically stored information, including steps that can be taken to preserve confidential and privileged data. The author outlines some of the most relevant rules of professional conduct and ethics opinions for litigators dealing with 21st-century technology.
Lawyers who fail to recognize legal malpractice might, even with the best of intentions, end up committing it. Learn more here about identifying and adhering to the applicable standard of care for your legal work.
Poor behavior in the courtroom, including making disrespectful or sarcastic comments, might subject a lawyer to discipline by the presiding judge, says Dean Dietrich.
When do referral fees generate conflicts of interest? In the case of a longtime client’s daughter, referred to another lawyer for a case in a different practice area, when must you comply with informed consent and when might the referral fee generate a conflict of interest?