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Tag Archives: division of fees

10 Ethics Tips for Solo and Small Firm Practitioners

Posted on 08/01/2016 by beverlym
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lockOver the last few weeks I’ve reported on the presentations given at the first ever Solo & Small Firm Conference in Bend, Oregon.  As noted previously, the lineup included several Oregon-based experts, including the incomparable David Elkanich of Holland & Knight.

David was the closer on day one, and conference organizers couldn’t have chosen a better speaker. The topic:  Legal Ethics for the Solo and Small Firm Practitioner.

David touched on client screening, fee agreements, engagement/disengagement/nonengagement letters, referral fees, data privacy and security, use of contract lawyers, supervision of lawyer and non-lawyer staff, IOLTA, mobile devices, and office sharing.  Click here to see a complete review of David’s spot-on advice.

All Rights Reserved 2016 Beverly Michaelis

 

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Posted in Confidentiality, Conflicts, Ethics, Fees, IOLTA, Solo Practice, Staff | Tagged Beverly Michaelis, client consent, client screening, confidentiality, conflicts of interest, contract lawyer, cyber liability, Data Breach, data privacy, David Elkanich, disengagement letter, division of fees, engagement letter, Ethics, fee agreement, fee splits, IOLTA, lawyer trust account, mobile devices, nonengagement letter, office sharing, Oregon law practice management, OSB Formal Opinion 2005-50, OSB Solo & Small Firm Conference, ransomware, referral fees, security, supervisory liability, wi-fi | Leave a reply

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