MPRE REVIEW OUTLINE

I.                  REGULATION OF THE LEGAL PROFESSION (8-12%)

 

A.     Courts

 

·        Regulate legal profession

·        Their regulations must be rational.

 

Courts cannot require lawyer to be:

a.       United States citizens;

b.      Residents in the particular state

c.       Solely on the basis that the candidate is a member of a particular organization.

 

B.     Practicing across jurisdictional boundaries

 

·        Each jurisdiction sets its own bar regulations

·        Lawyers must be separately admitted in each state

·        Exception: “Pro hac vice” which means temporary admission. This is for a lawyer wants to participate in litigation in a jurisdiction in which she is not admitted to practice. 

·        Generally speaking, there is no requirement to admit to the federal court of the U.S.

 

C.     ABA Model Rules of Professional Conduct (1983)

 

a.       Model Rules

·        They are “must” rules.

 

b. Comments

·        They are explanation of the rules.

 

D.     Three types of discipline: (There is no question on how to discipline a lawyer.)

 

a.       reproval, censure, reprimand

·        They refer to slight sanctions.

 

b.      suspension

·        They are tougher sanction.

·        If a lawyer is subject to suspension, he must notify his clients immediately.

 

c.       disbarment

·        This means taking away license of practice.

·        Re-admission must go through the whole process.

 

E.      Unauthorized practice of law (from lawyers’ and non-lawyers’ aspects)

 

1.      Lawyer’s duties

 

A lawyer must practice with a license in order to have the following practices:

 

a.       Appearance (in court and on behalf of clients)

b.      Taking depositions

c.       Negotiating settlements

 

2.      Clerk’s duties

 

They must be properly supervised by lawyers. They can:

 

a.       Interview witnesses;

b.      Fill in blank forms; and

c.       Write memos.

 

Delegation is possible, but a lawyer is responsible for the clerk’s mistake.

A lawyer is subject to disciplinary proceedings for not supervising the clerk’s work.

Duty to supervise also exist in the delegation of work to younger associates.

 

F.      Lawyer’s duty to maintain the integrity of the legal profession

 

1.      Bar admission and disciplinary matters

 

An applicant or lawyer recommending an applicant cannot:

 

a.       make a false statement of material fact or omit a material fact

·        Past misconduct of a lawyer should be disclosed.

·        A lawyer is not denied for admission solely because of the disclosure of past misconduct.

·        However, non-disclosure is a legitimate reason for denial of admission.

 

b.      fail to respond to a lawful demand for information, or

 

c.       fail to disclose a fact necessary to correct a misapprehension.

·        When something relevant happens in the intermediary period between the admission and the final approval for admission, the lawyer should disclose the facts.

 

2.      Duty of Lawyer to Report Professional Misconduct

 

a.       By other lawyers

·        Duty to report is not governed by state line.

·        A lawyer has a duty to support disciplinary proceeding by reporting relevant information.

·        Lawyers in the same firm should report the misconduct committed by others.

 

b.      By judges

·        Duty to report a bribe.

 

3.      Duty of Confidentiality

 

Duty to report does not apply if the information is obtained through the client-attorney relationship.

We must always ask how the information is obtained.

 

e.g. Lawyer steals Client’s money in April. In August of the same year, Lawyer seeks advice from attorney Acton regarding an expected investigation by the disciplinary authorities on this matter. Since Acton’s knowledge of the matter is protected by the ethical duty of confidentiality, Acton must not report Lawyer’s disciplinary violation. But, Acton cannot recommend Lawyer to be admitted in another state.

 

G.     Jurisdiction to discipline a lawyer:

 

1.      The state in which lawyer is admitted to practice

 

2.      The state in which lawyer’s misconduct occurs

·        This state can disallow a lawyer who commit the misconduct practice there.

 

H.     Misconduct

 

1.      violating or attempting to violate a model rule,

·        e.g. A lawyer cannot speak / attempt to speak to a client who is represented by other lawyers.

 

2.      assisting or inducing anther lawyer to violate a model rule,

 

3.      using the acts of another person to violate a model rule,

·        e.g. hiring an investigator to communicate with other party.

 

4.      engaging in conduct that shows dishonesty, fraud, deceit or misrepresentation.

·        this does not raise to the standard of crime.

 

5.      committing a crime that shows dishonesty, untrustworthiness or unfitness to practice law

 

6.      engaging in conduct that is prejudicial to the administration of justice

·        this is not a broad concept, we have always refer to the rules.

 

7.      stating or implying an ability to improperly influence a governmental agency or official,

 

8.      Knowingly assisting a judge in conduct that is illegal or in violation of the Code of Judicial Conduct.

II.               FORMATION OF THE CLIENT-LAWYER RELATIONSHIP

 

A.     Consensual

 

·        If a lawyer is appointed by the court, the lawyer must take the case, unless there is good course in rejecting the case.

-         financial problems

-         conflict of interest

-         personal inability and personal feelings are in contrast with the client’s position

 

B.     Lawyer’s duty to reject certain cases

 

1.      Physical or mental disability

 

2.      Conflicts

·        A lawyer must not sue current client on even on unrelated matters.

 

3.      Frivolous claims or defenses

 

a.       in civil matters

·        everything in the statement is correct, but the claim itself is frivolous, the lawyer should reject the case.

 

b.      in criminal matters

·        a lawyer can take a frivolous case and plead not guilty for his or her client.

 

Three exceptions:

 

a.       the lawyer associates herself with another lawyer who is competent to the handle the matter and the client consent (the client may hire the law firm);

 

b.      the lawyer becomes competent in this subject matter;

 

c.       emergency cases – exception applies only for period of the emergency.

·        e.g. The client gives you a call and says that you the only one he know who can help him at that moment.

6. Criminal conduct

·        A lawyer cannot assist a client to commit a crime.

 


III.           DUTY OF CONFIDENTIALITY (10%)

 

A lawyer must not reveal any information relating to the representation of the client. (Broad definition of confidentiality)

 

A.     Broader than the attorney-client privilege

 

The rules of evidence cover confidential communication between the relationship of attorney and client in the course of giving legal advice. (Narrow definition of confidentiality)

 

Exceptions:

 

1.      client consents (informed consent);

 

2.      may use confidence to the extent necessary to defend self from civil, criminal or disciplinary claim;

·        If the client just threatens to sue the lawyer, the lawyer cannot review the information.

·        Only when a lawsuit is filed, the lawyer can disclose the information.

·        In order to review the confidential information in the proceeding for the obtaining of legal fees, the lawyer need not prove an unpaid fee.

 

3.      if the court orders it;

·        The court can order reveal of confidential information, but not privileged information.

 

4.      client intends to commit a crime that will likely result in imminent death or substantial bodily harm.

·        Lawyer “may” reveal under these circumstances.

·        Remember both the requirements for “future crime” and “imminent death or substantial bodily harm” must be satisfied.

 

B.     Use of confidential information

 

·        Lawyers may not use the confidential information to the client’s disadvantages without the client consent.

 


IV.            INFORMATION ABOUT LEGAL SERVICES (6-10%)

 

A.     Attorney Advertising

 

·        Attorney has the first amendment right of the advertisement provided that they are not misleading.

·        Examples: yellow page ads, office signs, business cards, announcements, letterhead, brochures, letters sent by mail, recorded phone messages.

·        Every advertisement must include the name of one lawyer who is responsible for the advertisement and that lawyer must keep a record.

 

  1. Attorney advertisements cannot include:

 

  1. false or misleading statements;
  2. statements which create unjustified expectations.

 

  1. Subjects are permissible to include in an advertisement:

 

  1. fields of practice;

·        Appropriate words include “limited to” or concentrated in”

·        Do not use the word “specialize”.

  1. languages spoken;
  2. educational background;
  3. that lawyer accepts credit cards (mostly bankruptcy lawyers);
  4. certification by certain recognized groups;

-         must name the organization and state that;

1.      organization has been recognized by the state as an issuer of specialization; or

2.      the lawyer’s state has not yet approved the organization, or

3.      the lawyer’s state has no program for approving organizations.

  1. memberships in Bar Associations; and
  2. regular clients – provided they give consent.

 

  1. Firm names

 

  1. Partners

·        Both must be partners

·        If the partner is dead, the firm can use his name forever.

·        If the partner is retired, the firm can use his name.

·        However, if the partner moves to a government body, his mane must be removed.

·        Multi-state firm must list the jurisdictional limitation of lawyers.

 

  1. Trade names’

·        must not use “winning team” or “united states.

 

  1. Radio and T.V. advertisements

·        The firm must keep a copy of the ads for 2 years.

·        Lawyers must pre-approve the ads.

 

  1. Direct Mail

·        This is allowed for formal ads.

·        In Florida, if you want to send a personal injury ad by mail, you must send it 30 days after the accident happened.

·        Watch out that different states may have different regulations.

·        Always mark the envelops with the word “ advertisement”.

 

  1. Specialization By Attorneys

·        generally not allowed, however, there are 2 exceptions:

 

a.       Admiralty

b.      Patent

 

B.     Solicitation

 

·        This is impermissible because this is a live communication .

·        The scope include face-to-face communication, telephone call and handing partner’s name cards.

·        It also limits lawyers hiring a third party to solicit.

 

Permissible Solicitations

 

1.      group and prepaid legal advice

·        Health insurance and medical packages are common examples

·        However, the health insurance companies cannot make solicitation to people they know they need

 

2.      Education

·        A lawyer cannot give individual advice in a seminar.

 

3.      No fee

·        Refer to the case that political groups provide free legal services.

 

4.      close friends and relative

 

5.      a present client;

 

6.      former client.

·        You can make solicitation to a person who does not want legal service.

 


V.               FEES

 

·        Lawyer “must” reach a written retainer with the client at the outset.

·        The agreement “should” be in writing.

·        Client can give property in exchange for legal service.

·        Lawyer can accept payment by credit card.

 

A.     Minimum fees prohibited

·        However, maximum amount is prohibited.

 

B.     Factors in determining reasonableness of fees:

 

  1. time and labor required;

·        No double-billing (for time working for 2 clients)

 

  1. novelty and difficulty of questions involved;

 

  1. whether lawyer must turn away other cases, if the client is aware of this (premium rate is permitted);

 

  1.  what other attorneys in the community charge for similar work;

 

  1. the amount at stake and the results obtained for the clients;

 

  1. time limitations (must) imposed by the client;

 

  1. the nature and length of the relationship between attorney and client;

·        The longer the relationship, the more you can charge.

 

  1. The experience, reputation and ability of the lawyer; and

 

  1. whether the fee is fixed or contingent – contingent fee can be higher

·        This is because the lawyer is picking up a chance of winning or getting nothing.

·        Typical example is that the lawyer works for 10 hours and have 1/3 of the compensation. It comes out the amount of the compensation is very high.

 

C.     Contingent fee

 

  1. Prohibited in:

 

  1. criminal cases

·        Indictment obtained for extra payment is not allowed.

 

  1. domestic relations cases

·        securing of divorce and property settlement.

 

  1. Explain alternatives

 

  1. Termination

·        This is especially important in the context of:

-         If the lawyer is fired without any reason, the lawyer can charge a reasonable amount, that is the normal hourly rate for the time he worked on.

-         If there is a reason for the termination, the lawyer will be given no payment.

 

  1. Writing

·        Contingency agreement must be in writing.

 

  1. how the fee is to be calculated;
  2. what expenses are to be deducted from the recovery; and
  3. whether deductions for expenses will be made before or after the contingent fee is calculated.

 

·        If the specific amount is not spread out in the agreement, the lawyer will get the lowest payment.

·        When the case is concluded, the lawyer must send a closing statement to the client.

 

D.     Fee splitting with other lawyers.

 

  1. Lawyers in firm

·        generally allowed.

 

  1. Lawyers outside of firm

·        generally not allowed

·        only with few exceptions:

 

  1. obtain client’s consent to associate oneself with another lawyer;
  2. fees are divided in proportion to work performed or each lawyer assumes joint responsibility for representation of client in written agreement;

·        in case of joint responsibility, lawyers may spread the fees at whatever proportion they like.

  1. total fees are reasonable

·        referral fee is prohibited if

-         other lawyers do not work on the case and

-         has no responsibility

 

  1. Separation and retirement agreements

·        This may be an issue when a lawyer leaves the firm or retires.

 

E.      Fee splitting with non-lawyers

 

·        this is generally prohibited.

 

Three exceptions

 

a.       death benefits

·        Pay to the estates of the deceased partner according to the terms of the partnership agreement.

 

b.      payment for work done before death; and

·        the works must be completed before the lawyer died.

 

c.       compensation and retirement plans for non-lawyer employees

·        funded by the firm’s fees

·        there may be non-lawyer administrator who is paid by a portion of the legal fees earned by the firm. This refers to the overall profits.

 


VI.            LAW FIRMS AND ASSOCIATIONS 

 

A.     Partnership

 

·        Only lawyers can be partners of a business for the practice of law.

·        A partner is responsible for the conducts of lawyers and he or she supervise the works of lawyers.

 

B.     Corporation

 

·        Only lawyers can be officer, directors or shareholders of a legal corporation.

·        However, by operation of law, non-lawyer can hold shares of the legal corporation.

 

C.     Relationship of lawyers with non-lawyers:

 

  1. dual professions

·        allowed

 

  1. soliciting legal business

·        Lawyers are prohibited to use dual profession to solicit the legal works.

 

  1. attorney/client privilege

·        Privilege does not apply in dual profession when a lawyer is working in a non-lawyer capacity.

 

  1. ancillary businesses

·        this is also subject to the ABA Model Rules.

 

D.     Restrictions on Rights to Practice

 

·        A lawyer cannot participate in an agreement that restricts the lawyer’s rights to practice, such as an employment contract containing restrictive covenants.

·        However, a lawyer can enter into a retirement arrangement that the retirement benefit will only be paid if his rights of practice are restricted in certain sense. This is a limited sense of restriction of practice.

·        No settlement for restriction of future practice is permissible.

 


VII.        LAWYER-CLIENT RELATIONSHIP

 

A.     Liability for legal malpractice

 

·        Violation of the ABA Model Rules is not necessarily to a malpractice.

·        However, the violation of Model Rules may form parts of the evidence for malpractice.

·        There is no statutory requirement for malpractice insurance, but having such insurance is regarded as proper.

·        Lawyers are responsible for the secretary’s misconduct.

 

  1. Theories for malpractice liability:

 

  1. Intentional tort

 

  1. Breach of fiduciary duties

 

  1. Breach of contract

 

  1. Negligence (of the professional duty)

 

i. to clients;

 

      ii. to potential clients;

·        Duty of confidentiality exists even in the absence of client-attorney relationship.

 

      iii. to third parties who are intended to benefit from legal services.

·        If the lawyer provides information that he knows a third party may rely upon, he owes a duty to that third party.

·        This is a matter of forseeability.

 

Proximate cause

·        Plaintiff must prove that she would have a discovery in an underlying case, “but for” the lawyer’s malpractice.

 

  1. Standard of Care:

 

  1. General Practitioner

·        Ordinary standard of care.

·        The standard does not derived from state to state.

 

  1. Specialists

 

  1. Limitation of liability

 

·        Lawyers cannot limit his liabilities such as liabilities for malpractice.

 

  1. Settlement of Malpractice

·        Cannot settle liabilities with former clients .

·        Must ask clients to review the settlement agreement with other counsels.

 

B.     Diligence in communications

 

·        Keep the clients reasonably informed the development of the case.

·        Responded promptly.

·        Provide sufficient decision for client to make a decision.

·        Must offer settlement offer (for the benefit of client).

 

C.     Duty to avoid conflicts

 

  1. Cannot buy property of client at a legal sale.

 

  1. Business transactions with client

·        generally prohibited unless

 

Four requirements:

 

  1. transaction is reasonable and fair to client;
  2. terms are fully disclosed to client in writing that client can reasonably understand;
  3. client is given chance to seek advice from outside counsel; and
  4. client consent in writing;

 

  1. a lawyer cannot obtain an interest adverse to a client.

·        cannot obtain mortgage of client’s property.

 

  1. a lawyer may not acquire interest in subject matter of litigation, except contingent fees.

 

  1. a lawyer must not be a witness

 

Exceptions:

 

a.       uncontested matter

b.      where testimony pertains to legal fees;

c.       substantial hardship (must be less than 3 years from one case to another case);

d.      disqualification not imputed (other lawyers of the firm can be witnesses).

 

  1. former government employee in private practice

 

·        A lawyer may not represent a party on a matter as she works substantially and personally for the government.

·        The definition of “matters” is very broad.

 

Conflict not imputed if:

 

  1. full disclosure to the state in writing;
  2. no fee;
  3. no disclosure of confidential information

·        “matter” does not refer to legislation or a facts.

 

  1. related attorneys

 

·        A lawyer cannot represent a client suing a party represented by his spouses or parents unless the client consents.

·        Conflict created by representation by spouse does not impute to the law firm.

 

  1. gifts and favors from a client

 

·        A lawyer cannot draft an instrument giving himself or his relative a gift from client except that the lawyer is a relative of the donor.

 

  1. literary or media rights

 

·        A lawyer cannot acquire literary or media rights from the client’s story until the matter is completely concluded.

·        Client can consent to waive this provision.

 

D.     Interests of other clients

 

  1. Conflicts Among Current Clients

·        A lawyer cannot sue a client even if it is an unrelated matter.

 

  1. Multiple clients

·        If the multiple clients’ interests are adverse, a lawyer cannot represent them.

·        However, a lawyer can act for both if their interests are not in conflict.

·        When the conflict arise later, the lawyer must cease acting for both,

 

  1. Confidential information

·        A lawyer cannot use the information of one client to assist his representation for another.

 

  1. Former clients

·        A lawyer may not oppose a former client n a matter that is substantially related to the representation of a former client.

 

E.      Third-party interests

 

·        This involves a situation where the third party pays the bill for your clients.

·        Typical situation is that the insurance company pays for the insured.

-         The lawyer represents the “insured”.

-         In the insurance policy, the insured expressly consents this arrangement.

-         Under no circumstance, the lawyer can reveal any information of the insured to the insurance company.

-         A lawyer cannot act under the instruction of the insurance company.

·        Another example is that parents pay for the minor. The client of the lawyer is the minor, not the parents.

 

F.      Organization as client

 

·        A lawyer should present the entity as a whole, but a particular person, such as the director.

 


VIII.     SAFEGUARDING CLIENT’S MONEY AND PROPERTY (4-8%)

 

A.     Duty not to commingle money or property

 

·        Lawyer cannot commingle their money with clients’ money.

·        Clients’ funds such as settlement check is paid to clients’ trust account in the state that the lawyer practice or the state where the client resides.

·        It is the lawyer’s obligation to put the money into an interest bearing account if the amount of interest is more than the amount the cost for the opening of the account.

 

B.     Safeguard property

 

C.     Promptly notify client of receipt of property and money

 

D.     Promptly forward to client money and property

 

E.      Disputed Claims

 

·        If the client disputes the amount due to the lawyer, the disputed proportion must be put into the client’s trust account until the dispute is resolved.

·        In a contingent fee arrangement, lawyers should give the clients the proportion that is not subject to dispute.

 


IX.            DECISION MAKING IN LAWYER-CLIENT RELATIONSHIP

 

A.     Client’s decision

 

·        Whether to commence the proceeding

·        Defence

·        Settlement of the suit

·        Testifying in criminal suit

·        Plead guilty

·        Appeal

·        Elect for a jury trial in a criminal case

 

B.     Lawyer’s decisions

 

·        Granting reasonable adjournment that does not prejudice the client.

·        Conducting discovery

·        Conducting deposition

 

However, lawyers should be abide by the client’s instruction on cost.

 

C.     Client under disability

 

·        Lawyers must have guardians appointed in such a case.

·        The guardian, rather than the client will make decision in this case.

 


X.               TERMINATING THE LAWYER-CLIENT RELATIONSHIP

 

Three ways:

 

1.      client fires lawyer

2.      attorney must withdraw

3.      attorney may withdraw

 

A.     Client has power to terminate lawyer-client relationship

·        Lawyers can be fired for a reason(without compensation) or for no reason (without compensation).

 

B.     Need court’s permission

·        Lawyers need motion to withdraw from the court.

 

C.     Must return client’s property promptly

·        The definition of “property” is very broad.

·        It means everything, whatever documents drafted or used in the retainer.

 

D.     Mandatory withdrawal (MUST)

 

  1. Disability

·        occurs during the representation

 

  1. Illegality or Ethical Violation

·        If continuing representation requires attorney to violate the law or disciplinary rules, the attorney must withdraw.

 

  1. Discharge

 

E.      Permissive withdrawal (MAY)

 

  1. Any good reason where there is no material harm to client, or

 

  1. If client consents, or

 

  1. Where one of these conditions are met:

 

a.       client persist in criminal or fraudulent conduct;

·        Lawyer’s reasonable belief is sufficient

 

b.      client has used attorney’s service to commit past crime or fraud;

 

c.       client’s objective is repugnant or imprudent;

 

d.      client breaks promise to lawyer;

·        Failure to pay lawyer’s bill alone is not sufficient

·        However, it the client has money and he fails to pay, this will become a sufficient cause.

 

e.       Unreasonable financial hardship for attorney;

 

f.        client will not cooperate.

 

F.      Reasonable notice

 

·        When a lawyer is withdrawing, he must give client notice.


XI.            DIFFERENT ROLES OF THE LAWYER

 

1.      Lawyer as advocate

 

·        Facts have already occurred, lawyer tries to proceed the case in the most favorable position for the client.

 

2.      Lawyer as advisor

 

·        This is more forward looking.

·        It does not refer only to legal advice. Lawyer can give non-legal advice and get paid of it.

 

3.      Lawyer as intermediary

 

·        Lawyer must tell both parties that he does not represent either party individually.

·        However, the lawyer as an intermediary can represent either party subsequently.

 

4.      Lawyer as evaluator

 

5.      Lawyer as prosecutor

·        Prosecutor must disclose evidence tending to mitigate the guilt of the defendant.

 

6.      Lawyer as negotiator

·        General rules apply with 2 exceptions:

-         Lawyer can lie what the client accepts in a settlement.

-         Lawyer can lie the estimated price or value in negotiation.

 

C.     Fairness to the court

 

1.      Duty of candor to the court

 

  1. Law

·        must reveal case law in the controlling jurisdiction as oppose to the client .

·        this means that the lawyer just need disclose, need not explain.

 

  1. Facts

·        need not reveal the facts that is contrary to client’s position.

 

  1. Identity of Client

·        this is not privileged.

  1. False Statement of Fact

·        Lawyer is subject to disciplinary proceeding for knowingly making a false material statement to the court.

·        If lawyer does not know the statement is not true, he is not subject to disciplinary proceedings.

 

2.      Witnesses

 

  1. expert witnesses

·        No contingency fee is allowed one the condition that the testimony is submitted.

 

  1. adversary’s witness

·        Lawyer can speak to the adversary’s witness directly.

 

3.      Jurors

 

  1. Lawyer who is connected with the case: before and during trial of case

·        cannot speak to juror in any circumstance for any issue.

 

  1. Any lawyer: during trial of a case

·        cannot speak with juror about the case

·        a typical example is the a juror phones his sister attorney for the opinion of the definition of “reasonable doubt”. If his sister answers the question, she will violate the ABA Model Rules.

 

  1. After trial of case

·        can speak, but not harass.

 

4.      Lawyer’s conduct during litigation

 

  1. during the trial of a case

·        Lawyer cannot refer matters which are irrelevant to the case.

 

  1. lawyer’s personal opinion

·        lawyer cannot give personal opinion.

 

5.      Criticism of Judges

 

·        Lawyer can criticize the judge, but cannot make a false statement to the judge.

 

D.     Fair ness to adversary

 

1.      No direct communication with adverse party if represented by lawyer, unless meet one of the following:

 

  1. lawyer consent

 

  1. authorized by law, e.g. taking a deposition

 

  1. communication does not concern representation

·        lawyer cannot hire an agent to represent him to speak to others.

 

2.      Corporation – adversary must obtain corporate counsel’s permission to speak with:

 

  1. person in managerial responsibility;

 

  1. person whose conduct can be imputed to corporation; or

 

  1. person whose statements may constitute an admission; ( this does not include former employee)

 

3.      Securing absence or noncooperation of witness

 

·        Lawyer cannot advise or cause a person to leave the jurisdiction to make them unavailable to testify.

·        Lawyer cannot advise a person not to give evidence to the opponent.

·        However, lawyer can advise client’s relative or agent not to give information if it is their intents.

 

4.      Duty to be courteous to your adversary

 

E.      Fairness to non-clients

 

1.      respect for rights of third persons

·        cannot investigate which cause undue burden to a third party.

 

2.      Unrepresented party

·        Speaking to unrepresented party is permissible, but cannot give him advice.

·        Asking unrepresented party to seek legal advice or representation.

 


XII.        LAWYER’S DUTIES AS A CITIZEN

 

A.     Support judiciary

·        Cannot have money to judge directly, but can give money to the campaign committee.

 

B.     Gifts

·        Ordinary social gift.

 

C.     Supporting law improvement

·        Lawyer may have an office in a law reform committee/group even though the group is contrary to the client’s position.

·        However, lawyer must tell the group the his client (unnamed) will benefit from a certain decision of the group.

 

D.     Public service

·        Pro bono works.

 


XIII.     JUDICIAL ETHICS

 

A.     ABA Code of Judicial Conduct

 

·        Judge and magistrate can make reference to others.

 

1.      Mandatory Rules (MUST Rules for judges)

 

2.      “Hortatory Statements” (SHOULD Rules for judges)

 

B.     General Obligations

 

  1. Conduct

·        with independence and integrity in her official capacity and personal life.

 

  1. Gifts

·        with 2 exceptions

-         book

-         payment for speaking

-         ordinary social gift e.g. birthday present

 

  1. Duty to report

·        must report any gift which exceeds $150.

 

  1. Follow the law

·        cannot deviate from the principle of law with personal experience.

 

  1. Activities outside judicial office

·        A judge cannot use non-public information gained in her judicial capacity.

 

C.     Litigation responsibilities:

 

  1. Competence

·        Deliver opinion and decide motion properly and promptly.

 

  1. Promptness

 

  1. Decorum

 

  1. Ex parte communication

·        Judge cannot sanction lawyer for the client’s misbehavior.

 

Three exceptions

 

a.       expressly authorized by law

b.      mediation or settlement

c.       emergencies

 

D.     Disqualification

 

·        Conflict of interest

·        Impartiality called into questions.

 

These are the situations that judge must disqualify himself:

 

1.      Bias or personal knowledge

·        toward the party or party’s lawyer

 

Prior Involvement:

 

  1. served as material witness in the matter;
  2. served as a lawyer in the matter;
  3. was associated in law practice with lawyer who has involved in the matter at time they practiced together.

 

2.      Former partner or close relative

·        of the party’s, attorney’s

·        of a witness

·        close relative means anyone close than a cousin.

 

3.      Economic interest – a judge must disqualify herself if she knows that, either as an individual or a fiduciary, she has an economic interest in the mater or in one of the parties of she has any other interest that is more than de minimis and that could be substantially affected by the proceedings.

 

·        One share in a company is not sufficient.

·        Ownership in mutual funds is not sufficient since this involves one step further.

 

Disqualification is also required if the economic interest is held by the judge’s:

(1)   Spouse,

(2)   Parent.

(3)   Child, or

(4)   By any other member of the judge’s family who resides in the judge’s household.

 

4.      Remittal of disqualification

 

·        Wavier of disqualification by parties

·        However, this does not apply in personal bias.

 

E.      Administration

 

  1. disinterested experts

·        Judge can refer to matters to disinterested experts

·        Full disclosure of the experts must be made to all parties.

·        Judge must give parties opportunity to comment.

 

  1. Independent investigation

 

 

F.      Extra judicial activities

 

1.      law related organization

·        can serve as officer or director

·        cannot make decision on how the case proceeds or specific decision of the case.

·        can be member of the Legal Aid which constantly appear before her bench.

 

2.      Money

·        can only raise money for judges of the same court personally.

·        can help organize. 

 

3.      fiduciary activities

·        prohibited.

·        Exception: a judge may serve as fiduciary for a member of the judge’s family where these conditions are met:

  1. no interference with the judge’s official duties;
  2. the judge shall not become involved in proceedings that would ordinarily come before him, or her; and
  3. the matter will not involve the judge in adversary proceedings in the court on which the judge sirs or under it’s appellate jurisdiction.

 

The disqualification for economic interest that apply to a judge personally also apply when the judge acts as a fiduciary. See XIII, D, 3.

 

4.      reporting misconduct

 

  1. personal knowledge (MUST report)
  2. information of violation (SHOULD report)

 

5.      testimony – a judge shall not testify as a character witness unless subpoenaed

·        however, he must discourage parties to do that.

 

6.      non-profit organizations – a judge may serve as an officer, director or trustee for a non-profit educational, religious or charitable organization.

 

  1. He cannot be a board member of a public educational institution
  2. Except board member of a public law school
  3. He can be a board member of private educational institution

 

7.      participation in a business

·        Judge shall not be an officer or director of any business entity

·        Exceptions: Closely held family business and the business does not appear before him.

 

8.      teaching

·        allowed so as written law review.

 

9.      reference

·        allowed

 

10.  membership in organization

 

  1. race, sex, religion, national origin

·        prohibited except private organizations decide to preserve the religion and culture value of the members.

  1. age, sexual orientation

·        allowed except this is regarded as discrimination in the judge’s jurisdiction.

 

11.  practice of law

 

·        full time commitment is prohibited.

·        Exceptions

-         representation for the judge herself

-         Legal advice to her family members.

 

G.     Judge and politics

 

  1. judges running for office –

 

a.       public speaking

·        can speak at gathering

·        cannot commit on how to decide a case.

 

b.      soliciting votes

·        if this is in personal capacity, it will be allowed.

 

c.       fund raising

·        cannot raise money personally but ca form a campaign committee to raise funds.

·        Time limit: 1 year prior to the election and 90 days after the election.

 


Duty to exercise independent professional judgment.

Absent the necessary consent, a lawyer may not represent a client if a conflict of interest exists.

  1. conflict among current clients.

a.      A lawyer may not represent a client if to do so will be directly adverse to the interest of another client unless

                                                               i.      The lawyer reasonably believes the representation will not adversely affect the relationship w/ another client.

                                                             ii.      Each client consents after consultation.

1.      A disinterested lawyer would conclude that the client should not agree to the representation under the circumstances.àclient may not be asked to consent.

2.      Consultation may be impossible b/c confidentiality.

b.      Present, actual conflict between 2 clients in litigation

                                                               i.      A lawyer cannot represent 2 clients whose interests are in present, actual conflict.

                                                             ii.      Diff lawyers in the same firm may not represent opposing parties in a civil case.

                                                            iii.      A lawyer must not represent two parties on the same side of a case if a disinterested lawyer would conclude that they should not consent b/c of a present actual conflict between their interests.

                                                           iv.      Absent consent after consultation, a lawyer must not represent a client in one case and oppose the same client in another pending case, even when the two cases are unrelated.

                                                             v.      Absent consent after consultation, a lawyer must not represent 2 clients on inconsistent positions if either client would be disadvantaged.

                                                           vi.      Can represent two clients whose interests are not legally adverse

    1. potential conflict of interests—rule: a lawyer must not represent a client if the representation of that client may be materially limited by the lawyer’s responsibilities to antoher client or to a 3rd person unless: the lawyer reasonably believes the representation will not be adversely affected and the client consents after consultation.

                                                               i.      Consultation and consent. Same rule as above a(2)

                                                             ii.      Potential conflicts between two clients in civil litigation—may represent two clients if there interests are just potentially in conflict provided that (1) she reasonably believes that she can represent both effectively and (2) she MUST obtain the consent of both clients after consultation.

                                                            iii.      If the two conditions are met, lawyer may represent co-P or co-D in civil litigation

                                                           iv.      Potential conflicts between two clients in Nonlitigation—may represent

    1. org. as client

                                                               i.      lawyer has the duty of loyalty to the org, not individual officials.

                                                             ii.      If the highest authority of the org insists on conduct that violates a law and is likely to result in substantial injury to the org, lawyer may resign.

  1. conflicts relating to former clients
    1. confidentiality obligation continues
    2. lawyer MUST NOT oppose the former client in any matter in which the confidential infor. Would be relevant.
    3. MUST NOT use confidential info to the former client’s disadvantage, unless consent after consultation. This does not apply to commonly know info.
    4. MUST NOT oppose a former client in a matter that is substantially related to the former matter unless consent after consultation.
    5. Gov job

                                                               i.      Private work following gov work on the same matter—MUST NOT represent a client in a matter in which she participated personally and substantially.

1.      Drafting of a legislation is not a matter

2.      If a lawyer is disqualified by the rule then everyone in the firm is also disqualified UNLESS

a.       the lawyer must be screened off from the case.

b.      must not be apportioned a part of the fee earned in the case

c.       written notice must be promptly given to the gov agency to enable it to make sure that the above conditions are met.

3.      Subsequent use of info gained during gov service—must not use confi. info about a person gained during gov service to represent another person whose interests are adverse to that person to the material disadvantage of that person.

a.       this rule is imputed to his law firm

                                                             ii.      gov work following private work –must not participate in a matter on behalf of gov that she substantially and personally involved in while in private work. Except when she is the only authorized person.

                                                            iii.       When a gov lawyer is personally and substantially involved in a matter, she must not negotiate employment w/ a party or the attorney of a party.

    1. former judge or arbitrator

                                                               i.      from judicial service to private law practice—a lawyer must not represent a client in a matter in which she has participated personally and substantially while serving as a judge. Unless consent after disclosure.

1.      If a lawyer is disqualified by the rule then everyone in the firm is also disqualified UNLESS

a.       the lawyer is screened off from the case.

b.      must not be apportioned a part of the fee earned in the case

c.       written notice must be promptly given to the appropriate tribunal to enable it to make sure that the above conditions are met.

2.      Law clerk must notify the person she is working for before negotiating a private employment w/ a party.

  1. conflicts involving the lawyer’s personal interest
    1. potential conflicts b/t lawyer and client—MAY represent if (1) the lawyer reasonably believes that the representation will not be adversely affected and (2) client consents after consultation.
    2. Adverse interests and biz transaction w/ client—MUST not enter into a biz transaction w/ a client, or knowingly acquire an ownership, possessory, security, or other pecuniary interest adverse to the client UNLESS

                                                               i.      The trans is fair and reasonable to the client

                                                             ii.      Terms are fully disclosed to the client

                                                            iii.      Disclosure is in writing

                                                           iv.      Client is given a reasonable chance to seek advice from an outside lawyer about the trans

                                                             v.      Client consents in writing

1.      EXCEPTION—standard commercial trans

    1. Using client’s confi info

                                                               i.      Subject to discipline if use client’s confi info to the client’s disadvantage without consent.

1.      only applies when the use is disadvantageous to the client.

                                                             ii.      Subject to civil liability if lawyer uses confi info for his own monetary benefit without the client’s consent, even if the use does not harm the client in any way.

1.      exception: may use the confi info for the benefit of another client in representing the other client even if doing so will benefit the lawyer, provided the original client is not harmed

    1. must not prepare a legal instrument in which the client gives the lawyer a substantial gift, except where the client is a relative of the lawyer.

                                                               i.      May accept fair gift.

    1. Must not acquire media righs until after the client’s legal matter is entirely concluded.
    2. Conflicts between related lawyers: parents and children, brothers and sisters, spouses.

                                                               i.      They must not represent clients whose interests are directly adverse without first getting the consent of the respective clients after consultation.

    1. Lawyer must not acquire a proprietary interest in the cause of action or the subject matter of litigation that the lawyer is conducting for the client.

                                                               i.      Exception: contingent fee.

  1. conflicts involving 3rd party
    1. must not accept compensation from 3rd party unless

                                                               i.      client consents after consultation

                                                             ii.      3rd person does not interfere w/ the lawyer’s independence or representation of the client

                                                            iii.      the arrangement does not compromise the client’s confi info.